Short answer
Open Case management, find the client and tap Share. Type who the link is for, set how many days it works (up to 60) and tap Create link. Copy the link right away, because it is not shown again, and send it to that person yourself. They open it with no login and see only the care updates marked Shown to outside parties.
Step by step
- Open Case management from the sidebar.
- Find the client and tap Share. Clear "My caseload only" if the client is not on your caseload.
- In "Who is this link for?", type the person's name. Add an email if you want it for your records.
- Set "Link works for (days)" and tap Create link.
- Tap Copy and send the link to the person. It is shown once.
- When you log a care update, turn on "Show this update to outside parties" for each update they should see.
Good to know
- Each person gets their own link. Create one per person so you can turn each off on its own.
- What they see: only updates marked as shown to outside parties, with the client's first name and the last name shortened.
- Turn a link off with Turn off next to it. The person can no longer open it, and the page says it is not available.
- Lost the link? It cannot be shown again. Turn it off and create a new one.