Access family member's account
If you are a family member needing to access a primary account, you can be added as a parent, family member, or Care Giver, in order to receive specific permissions. This is useful if you would like to receive notifications for upcoming sessions, pay invoices, and take care of other administrative needs on behalf of a loved one.
To be added as a family member, the main client will need to reach out to their provider, who can add you, via your e-mail address, to the Client's Account as a Parent, Guardian, and/or Caregiver. The provider is able to set permissions around what you will be able to do.
IN THIS ARTICLE:
Permissions as a family member
When you are added as a family member, here are some of the actions that you can take:
- Pay an invoice
- Receive notifications, including for:
- E-mail confirmations and reminders about upcoming appointments
Exclusions as a family member
There are limitations to what you are able to do as a family member, from your linked account, in order to protect a client's privacy:
- View Chat Messages (unless you have been explicitly added by the client's provider)
- View Food Journals
- Join Telehealth Sessions (unless you have been explicitly added by the client's provider)
Needing to reach your provider?
If you would like to reach your provider, we recommend that you Message your Provider via Chat. Within your account, navigate to Chat > New Chat Message.