new
Guest Access
Overview
We're excited to introduce
Guest Access
, a new feature that enables care recipients and their family members to securely access important care information through a dedicated web portal. This feature enhances transparency and communication between families and care teams while maintaining strict security and privacy controls.Key Features
🌐
Guest Portal Access
Care recipients and authorized contacts can now access a personalized web portal to view:
- Real-time Care Schedules: View upcoming shifts, assigned caregivers, and shift details
- Invoice Management: Access and download invoices for services rendered
- Secure Messaging: Communicate directly with connected care team members through private chat channels
- Care Documentation: Access care plans and important documents (for care recipients)
- Connection Overview: View all connected employees, recipients, and other family members
🔐 Granting Guest Access
Workspace administrators can easily grant guest access to contacts and care recipients through a streamlined process:
- Navigate to a contact or recipient's profile
- Click "Grant Guest Access"
- Choose to send email/sms invitations or grant access silently
- The system automatically checks for duplicate accounts to prevent conflicts
Guest users receive secure login credentials and can only access information related to their connections, ensuring privacy and data security.
💬 Enhanced Communication
- Direct Messaging: Guest users can initiate conversations with connections and workspace administrators
- Group Chats: Create private channels for family discussions about care coordination
- Connection-Based Security: Chat access is automatically restricted to connected users only
- Admin Support: Workspace administrators remain accessible to all guests for support inquiries
Security & Privacy
- Web-only access (mobile app access restricted for security)
- Role-based permissions ensure guests only see authorized information
- Connection-based data filtering prevents unauthorized access
- Guest access is currently available only through web browsers
- Care recipients can view their own schedules and documents
- Contacts (family members) can view connected recipients' information
Screenshots
Guest Dashboard Overview
Schedule View for Care Recipients
Invoice Management
Guest Chat Interface
Guest Access Management
