How a family invites an agency. A family that hired your agency shares a 6-digit care-team code. Enter it with your existing sign-in (Enter a family's code); it attaches that family's care team to your login as an office login. On the family's side the agency sits under My Care Team, Agencies & Staff.
The review. Clients, then Received a family invitation? lists every such home with five facts: which agency (yours), which client or care team (the client's first name and city), who authorized (the family, with its care-team code), what access (the office login the family made: the schedule, the team and invoices for this home; health sections open only to your clinical people the family's rules allow), and which agency professionals will be assigned (who holds the login today; you add others on the client's Team tab, one person at a time). Nothing on this page implies that every employee sees the family's private information: only the people placed on the client's team see the home.
Accept. Accept: ask the family to connect this home is the existing ask. Nothing is emailed or texted; the family sees the ask on its Care team page and says yes or not now. Once it is waiting or linked, Continue with this client starts the client record with the source Family invitation and opens Bring the client into care. A home already linked also offers Open the client.
What you cannot do here. Nothing changes on the family's side until the family answers, and a family that says not now is simply not linked. Your preview's client places apply to the ask the way they apply to any enrollment.
Step by step
- 1Enter the family's 6-digit code with your own sign-in.
- 2Open Clients, then Received a family invitation?, and read the five facts on the invitation.
- 3Tap Accept: ask the family to connect this home; the family answers on its Care team page.
- 4Tap Continue with this client and choose how the client's care will be managed.