A Home Care Family Portal Included on Every Plan
Families call the office because they cannot see what happened. A family portal answers the routine questions — who is coming, when, and what was done last visit — without anyone picking up the phone.
CareVieo includes the family portal with unlimited family members on every plan, including the free tier. It is not a paid add-on and it is not metered per family.
Free plan available, no credit card required. View CareVieo pricing.
Included on all plans — Free through Enterprise. Invite as many authorized family members per client as the family needs, at no extra cost.
- Upcoming visit schedule
- Assigned caregiver
- Completed visit history
- Visit notes shared by the agency
- Supervised messages with the office
What is a home care family portal?
A home care family portal is a secure area where a client's authorized family members can view the care being delivered — the upcoming schedule, which caregiver is assigned, completed visits, and the notes the agency chooses to share — and communicate with the agency.
Its practical effect is fewer inbound status calls and fewer disputes, because the family has the same visit record the office does.
What the portal provides
Visit schedule
Upcoming visits with dates, times and the assigned caregiver, updated as the office makes changes.
Visit notes & care updates
Notes and completed care tasks the agency shares from the visit record, including caregiver-recorded voice notes once transcribed and reviewed.
Supervised messaging
Family conversations run through supervised threads so agency staff have visibility, rather than caregivers exchanging personal phone numbers.
Notifications
Families are notified about relevant schedule changes and updates instead of discovering them at the door.
Documents & forms
Share and collect the documents and signatures the agency requires from the responsible party.
Permissioned access
Family members see only their own client, only the fields the agency has chosen to expose, and never other clients or internal records.
Works on any device
The portal is mobile-friendly, so adult children can check in from a phone without installing anything.
Multiple family members
Invite every authorized family member for a client — siblings, a power of attorney, an out-of-state relative — with no per-seat charge.
Fewer status calls
Routine 'did someone come today?' questions are answered by the portal, freeing coordinators for exceptions that need a human.
How care reaches the family
- Caregiver completes visit
- Notes & tasks recorded
- Office reviews
- Shared to portal
- Family views update
Privacy and access
Family access is scoped by role and by client. A family user can reach only their own client's information, restricted to the fields the agency exposes, and access is logged. Messaging with families is supervised so that agency oversight is preserved. For the platform's broader safeguards see security and HIPAA & BAA.
Frequently asked questions
Is the family portal an extra cost?
No. It is included with unlimited family members on every plan, including the free tier. View CareVieo pricing to confirm.
How many family members can one client have?
As many as the agency authorizes. There is no per-family-member charge on any plan.
Can families see visit notes?
They can see the notes and care updates the agency chooses to share from the visit record. Sharing is controlled by the agency, not by the family.
Can families message the agency?
Yes, through supervised threads that agency staff can see, which keeps communication documented and inside the platform.
Do families see other clients?
Never. Access is scoped to the single client they are authorized for.
Do families need to install an app?
No. The portal works in a mobile browser, and CareVieo's native apps are available as well.
Give families visibility this week
Start free — the family portal is included — or book a demo to see exactly what a family sees before you invite anyone.
Plans, client caps and overage rates: View CareVieo pricing.