Caregiver/Staff Management›Family Access / Authorized Representative Access

Family Access / Authorized Representative Access

Overview

Some clients like to offer a family app to their clients' contacts. Despite its name, this can be used by any authorized representative (not just family). The basic idea is when a contact is added to a client, you can choose to grant that contact authorization to log into the system and view the schedule and care tasks for that client. This access is available through the new family app to client contacts who have been assigned a log-in, and also available online through https://family.ankota.net/

Log-ins are created under the client contact section by opening the contact and clicking the User Settings tab. NOTE: you must contact Ankota Support first to ensure that you have a Family Contact template set up for these contacts. 

The User Settings tab of the Contact Information dialog displays fields for creating a new user account, including a User Template dropdown set to "Inherit from Organization," a User Name field containing "sharon.abc," Password and Confirm Password fields (obscured with dots), a "Create User" checkbox that is checked, and a "Save User Settings" button at the bottom.

Creating Family Access

First, reach out to Ankota Support to request that a Family Access or Auth Rep template be created and assigned to your environment. Your family access portal will not work without configuration from the Ankota team.

Once that is configured, you may create the new client contact with the new Family Access template.

To do so,

  • Log in to your environment

  • Open the client's profile

  • Click the Client Contact tab

  • Click the Add New button

The Client Contact tab in an Office Report displays a table with contact information including Name (Test, Debbie), Relationship Type, Address, City, State, Phone, Priority, Notes, Status (Active), and Groups columns, with an "Add New" button to add additional contacts.

  • Then add the client contact's role as Authorized Representative

  • Add the person's name

  • Save

  • REOPEN

  • Click the User Settings tab

  • Assign the User Name (mobile app log-in name: should either be the email OR a username + your Ankota name, like sharon.abc if ABC is your organization log-in), password, and also confirm the password

The User Settings tab of the Contact Information dialog displays user creation options including User Template dropdown set to "Inherit from Organization," a "Create User" checkbox, User Name field populated with "sharon.abc," and Password and Confirm Password fields with masked entries, with a "Save User Settings" button at the bottom.

  • Notify the family member or authorized representative of the log-in name, password, and the app name
Was this article helpful?

Related articles

On this page