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Guardians

  • Location: Guardians

Guardians in Client Portal

  1. Click on the “Resend Invitation Link” icon, then click “OK”

Resent Invitation Link

How to View Guardian's Profile

  1. Click on the “View Profile” icon

View Guardian Profile

View Guardian Profile

  1. Click on the “View Profile” icon
  2. Click “View Consent Form”

Guardians in Client Portal

How to View Care Recipients’ Profile Under the Guardian

  1. Click on the “View Profile” icon
  2. Click “View Profile” under “Care Recipients”

Guardians in Client Portal

How to Edit Care Recipients’ Profile Under the Guardian

  1. Click on the “View Profile” icon
  2. Click “Edit Profile” under “Care Recipients”, then click “Save” after changes made

Guardians in Client Portal

How to Add Care Recipients Under the Guardian

  1. Click on the “View Profile” icon
  2. Click “Add Care Recipient” under “Care Recipients”
  3. Fill in the required fields, then click “Save”
  4. The new care recipient’s status is “Pre Check-In”

Guardians in Client Portal

Guardians in Client Portal

How to Edit Other Guardian’s Profile Under the Guardian

  1. Click on the “View Profile” icon
  2. Click “Edit Profile” under “Other Guardians”, then click “Save” after changes made

Guardians in Client Portal

How to Add Other Guardians Under the Guardian

  1. Click on the “View Profile” icon
  2. Click “Add Other Guardian” under “Other Guardians”
  3. Fill in the required fields, then click “Save”
  4. An invitation link is sent to the guardian

Guardians in Client Portal

  1. Click on the “Resend Invitation Link” icon, then click “OK”

Guardians in Client Portal

How to Deactivate Guardians / Other Guardians

  1. Click “Active” under status, then click “OK”
  2. The guardians/other guardians’ status is switched to “Inactive”
  3. Inactive guardians/other guardians are unable to login

Guardians in Client Portal

How to Activate Guardians / Other Guardians

  1. Click “Inactive” under status, then click “OK”
  2. The guardians/other guardians’ status is switched to “Active”

Guardians in Client Portal