Please download the word document to add your agency URL and make edits based on your agency settings.

Email or print this document to give to clients and/or family members. To view and download the mobile app handout for clients, click here.

Family Portal Log-In and User Guide

Welcome to [Agency Name] & Your Family Portal

Your Family Portal allows you to securely access information related to your care services, stay connected with your care team, view important documents, manage billing, and access resources provided by your agency.

First-Time Login

When your account is created, you will receive a Welcome Email from your agency containing instructions to access your Family Portal. This email includes your:

• Username

• Temporary Password

• Email Address associated with your account

Logging Into the Family Portal

Step 1: Open your web browser and go to:

[Add Agency Portal URL here]
Example: agencyname.smartcaresoftware.com

Step 2: Enter your:

• Email Address or Username (your username is your first and last name)

• Example: michaeljackson

• Password

Step 3: Select Log In.

Forgot Your Password?

If you do not remember your password:

1. Select Request Password Reset on the login screen.

2. Enter the email address associated with your account.

3. Check your email for password reset instructions.

4. Follow the prompts to create a new password.

Using Your Family Portal

Once logged in, you will have access to several sections within your portal. The information available may vary depending on the services provided by your agency.

Quicklinks

The Quicklinks bar at the top of your page allows you to quickly view:

• See and send messages

• View your schedule & shift signatures

• Rate a caregiver

• Update your contact information

• Update your profile picture

• Change your password

• Edit personal settings

Memories

The Memories section allows you to view photos and special moments shared by your care team.

In this section, you can:

• View photos uploaded by caregivers

• Ability to upload photos

• Stay connected to your loved one's daily activities

Caregiver Forms

The Caregiver Forms section contains forms and documentation completed by caregivers.

In this section, you can:

• [add or delete what is viewable based on your agency]

• Review completed tasks, scheduled activities, financial logs

• Access completed forms related to care services

Client Manager Forms

The Client Manager Forms section contains forms and documents completed by your Client Manager.

In this section, you can:

• Review your client profile, priority change of care

• Access scheduled tasks for your shifts

• View admittance/discharge records

Billing

The Billing section allows you to manage invoices and payments.

In this section, you can:

• View current and past invoices, and download invoice copies

• View timesheets

• Add payment methods & make secure online payments 

• View your deposit status (if your agency collected one)

Feedback

The Feedback section allows you to share your experience with your agency.

In this section, you can:

• Submit suggestions or concerns

• Provide feedback about services received and rate your caregivers

• Help your agency improve the care experience

Resources

The Resources section contains helpful information provided by your agency.

In this section, you may find:

• Educational materials

• Agency documents and guides

• Community resources

You also have the ability to upload documentation in this section.

Need Help?

If you are unable to access your account or have questions about the Family Portal, please contact:

Agency Name: _______________________________________

Phone: _____________________________________________

Email: _____________________________________________

We're happy to help!