Parents can log in to the MeasurePM parent portal to see schedules, sign appointments, view SOAP/Session Notes, send and receive secured messages, respond to tasks, pay invoices, document client leaves, access and sign progress reports, and view documented communication records, for their child or children.
This guide is intended to help users activate parent portals for their clients and to be aware of the relevant settings. Please see the corresponding guides for navigating the parent portal on the Mobile-App and Website.
Setting up the Parent Portal Account:
Step 1: Ensure client has an email address in the Client Details
Step 2: Select “Send Password Email” from within the Client Details pop-up
Once “Send Password Email” is selected, the parent portal is now active. The parent will receive an email with the login credentials.
The default password for any new parent portal is always the default password for the company’s site, as set within the Manage Site Settings page, within Site Settings.
The parent will be prompted to change their password upon their first time logging onto the website.
With or without changing the password, the parent can freely log on to the website or the Mobile-App.
Resetting Passwords
In order to reset the password for the parent’s portal, select “Reset Password”. This will reset their password to the site default password, and send an email to them with the default password.
Sibling Accounts
If the client is a sibling of an existing client, ensure their names are listed in the each other’s client details tabs so that the parent uses the same log in to access both children.
Settings that Impact the Parent Portal:
The following settings impact the Parent Portal:
1. Soap Note Properties
Every soap note property within a given Service Type template, has the opportunity to be shown on the parent portal. When creating the template, select the “Parent Portal” checkbox if you would like that property to be visible to the parent for each submitted Soap Note for their child. A property that does not have the “Parent Portal” checkbox selected, will not be visible to the parent.
2. My Inbox
If a site is utilizing MeasurePM’s secured messaging feature, then it is available for the parent portal. If the site is not using it, it will not appear as an option on the parent portal.
The site flag to determine availability for use is as follows:
3. Communication
Employees can document communication or events occurred within the Client Communication area of the Client’s main profile.
An tab can be activated in the parent portal (Web and Mobile-App) for parents to view any published communication recrds, by turning on this site flag in Settings>Site Details & Rules> Site Configuration
For any record, being able to "Publish to Clients" is permission based using the following group permission in Admin
4. Progress Reports
An tab can be activated in the parent portal (Web only) for parents to view any published progress reports, by turning on this site flag in Settings>Site Details & Rules> Site Configuration
For more information on progress reports, please see this guide.
5. My Task
An tab can be activated in the parent portal (Web only) for parents to view any tasks sent to them, by turning on this site flag in Settings>Site Details & Rules> Site Configuration
6. Client Leave
An tab can be activated in the parent portal (Web only) for parents to input client leaves, by turning on this site flag in Settings>Site Details & Rules> Site Configuration
7. Invoices
An tab can be activated in the parent portal (Web only) for parents to pay invoices through the parent portal, by turning on this site flag in Settings>Site Details & Rules> Site Configuration
Parents can view invoices on the Mobile-App but they cannot pay, regardless of site flag activation.
