We’re giving care providers more control over how they share information with families by introducing two distinct roles: Family Representative and Family Follower. These roles allow you to customise the type of information each family member can access, ensuring privacy and engagement as needed.

Understanding the Roles

Family Representative

Family Representatives are key family members or supporters who actively participate in a loved one’s care. They have access to sensitive information, including:

• Documents and Links (Care plans, Reports, Activity Calendars, Facility Policies and Procedures, Menu Plans, Consent Forms, Medication Changes, Assessment Reports)
• Wellbeing checks (if "Family Sharing of Wellbeing Checks" is activated by the provider)
• Notices (when selected in notice preferences during notice creation)

Family Representatives also have access to all social updates.

Family Follower

Family Followers are family members or supporters who want to stay updated on social activities and communication but do not require access to sensitive documents. They can:

• View social updates (Photo, Vidoe and Notes)
• Participate in video chats
• Receive general notices

Updating Family Roles

All existing Family members have been automatically assigned the role of Family Representative. If you would like to change any member to a Family Follower, follow these steps:

1. Navigate to the Customer Profile.
2. Select the Community tab.
3. Locate the family member in the Community List.
4. Click the three dots (⋮) next to their name and select Edit Role.
5. Choose Family Follower.

Inviting New Family Members

To add a new family member, follow these steps:

1. Navigate to the Customer Profile.
2. Click Add to Community in the Community tab.
3. Enter the family member's email address.
4. Select either Family Representative or Family Follower role.
5. Send the invite.

Document and Link History for Site Coordinators

In addition, Site Coordinators now have access to a Document and Link History feature. This tool provides transparency by allowing them to view:

• Who has accessed files
• When the files were accessed
• How often files have been viewed

This enhancement ensures greater accountability and security when managing sensitive documents.

Customising Information Sharing

With these roles in place, you can tailor how you share information:

Family Representatives receive access to critical care-related documents and updates.

Family Followers stay connected with social updates and video interactions without accessing sensitive content.

This structure ensures that important information is securely shared with those who need it, while also keeping the wider family engaged in everyday moments.

If you have any questions or need assistance updating roles, please reach out to our support team.

Click here to see more on CareApp Roles.