The family portal
The person you support has a page of their own.
In a nutshell
A care product, not an admin tool.
Who it is for
What it fixes
What is on the page
It opens on the person, not the paperwork.
The order is the argument. What this person likes doing sits at the top of their own page, above the plan dates and the appointments, because that is the difference between a care product and an admin tool.
What I like doing
First on the page, above everything administrative. Not a diagnosis, not a case number — the things this person actually enjoys.
Coming up
The upcoming appointment, when, and who is coming. The single question families ring about most.
Your worker's credentials
Screened, first aid, CPR, insured — current or not. Yes-or-no badges, never the certificates themselves.
Messages and questions
A thread with the worker, and somewhere to ask something without it turning into a phone call at nine at night.
The plan
Where the plan is up to, in plain language. Invoices stay on the worker's side of the wall — the funding is not the family's bill to worry about.
What I like doing
Upcoming appointment
Thursday, 10:00am — the bus run to the pool
with your support worker
Who can see what
The worker decides, and can undo it.
Access is by invitation, one participant at a time. You send a link to a family member's email address; it works once, it expires, it can be revoked, and it only opens for somebody signed in as that exact address once that address has been confirmed. Forwarding the email to somebody else gets them nothing.
An invited family member sees that participant's page. Not your other participants, not your rates, not your business. Revoking access is immediate.
What a family member never sees
- Your other participants, or anything about them
- Your invoices and what you charge — money stays between you and the plan manager
- Your compliance documents — only whether each one is current
- Your own private notes on a shift
How finished it is
It works. One part of it is a stand-in.
Real today
- The whole page. Preferences, upcoming support, worker credentials, progress notes, the plan and the message thread — all of it renders from the participant's own record.
- Invitations. Real single-use, expiring, revocable links, tied to a confirmed email address. This is the only way an account ever becomes a family account.
- The credential badges. Computed from your actual compliance records, so a family member sees the truth rather than a claim.
Not built yet
- Two separate sign-ins, for the participant and for a guardian. Today one switcher at the top of the page flips between the two views. It is honest about being a preview of what will become two logins, and it is the one piece of this product that is standing in for something better.
- A family member booking or changing a shift. They can see and ask. Scheduling stays with the worker.
- Anything to do with invoices. Invoices are hidden from the family view by default — the funding is not their bill to worry about, so the page neither shows nor takes payment.
The switcher is the honest shape of an unfinished feature: the page underneath is real, and what is missing is the sign-in wall between two views of it. Shipping it as one page with a visible switch, rather than pretending to two logins, is why the demo can be left open.
Open the page
See it as a family member would.
The participant's own page, opening on what they like doing, with the upcoming appointment and the worker's credentials under it. The switcher at the top flips between what the participant sees and what a guardian sees.
Signed out it opens on Marcus, who is invented — practice data, not a real participant's records. If you happen to be signed in to a CareReady account it opens on your own first client instead, so what you are looking at is genuinely yours.
It opens straight into the working product. Nothing to install, nothing to undo.