Family / Guest Access | Voters

Family / Guest Access

complete

Dan Ogren

Invite family or other members of a clients care team to join your workspace. Control what they can see, such as: Upcoming events, recent activity and Invoices (if payer).

This feature is commonly called the "Family Room Portal"

July 27, 2022

Ilya Vakhutinsky

marked this post as

complete

Jennifer Dawson

It's crazy that this doesn't exist yet?

This post was marked as

planned

Dan Ogren

marked this post as

in progress

Jackie Javzaa

Much needed feature.

Dan Ogren

Jackie Javzaa: We are working on this next and should be out sometime in December (or earlier).

Dan Ogren

marked this post as

planned

Dan Ogren

marked this post as

under review

Renee Carter

Yes, This would be amazing. I cannot wait to see this feature in use.

Maidis Koger-Boyd

This would be amazing. I am excited that this app is adding this feature.

David Donavan

Yes this would be an amazing tool to keep families in the know and updated on client care.

→