Explainer Videos

A secure, intuitive portal where clients and their families log in to view upcoming and past visits, caregiver details, schedules, care plans, invoices, and more—all in real time. The platform improves transparency, reduces administrative friction, and strengthens the caregiving relationship.

Who we empower every day

By Role

• Agency Owner: Gains insight into client engagement and billing; boosts trust and retention.
• Supervisor/Operations Lead: Monitors visit completion, caregiver performance, and care-plan alignment using portal data.
• Scheduler/Biller: Ensures accurate scheduling, billing, and client access—fewer calls, fewer errors.
• Client/Family Member: Logs in anytime to see who’s coming, what’s done, and what’s paid—empowered, informed, and connected.

By Persona

• Family Caregiver: Wants mobile access to schedules, visit notes, invoices—gets it via the portal.
• Agency Owner: Needs tools that reduce phone-calls and paperwork, improve transparency, without extra overhead.
• Client/Family: Seeks peace of mind—knows they can check updates, see caregivers, and invoices anytime.

Start making every care interaction transparent and collaborative—turn clients and families into active partners in the process. Schedule a demo today to see how the Client & FamilyPortal delivers real value, not just features.