Short answer
When the family signs in to the portal, Care journey shows what is coming up and what happened: visits and who is coming, goals reached, care plan updates and the care updates the office chose to share with the family. Each item has Ask about this, which sends the office a question. Forms and agreements waiting for them show under Waiting for you.
Step by step
- The family signs in to the client portal and opens Care journey.
- Coming up shows the next visits; This week counts what is done and still coming.
- Lately lists visits, goal and care plan changes, and updates from the care team, newest first.
- To share a care update with the family, choose Family under Who sees it when you log a contact.
- A question sent with Ask about this arrives in Inquiries.
Good to know
- Office notes stay inside. Only entries shared with the family appear; internal and sensitive entries never do.
- A missed visit shows as not marked complete, so the family is never told a visit happened when it did not.
- Weekly summary. An agency can also send the family a weekly care summary as a notification rule.