When working with family members, you may want to add a family member to a client's account as a contact. This will allow the family member to receive email notifications (such as appointment reminders, payment receipts, Superbills, and more).
Alternatively, if you're working with multiple family members as clients, you may want to link their accounts to indicate a relationship. This can be useful when working with both a parent and a child, spouses, etc. While linking family accounts will not impact your workflows or change the access the clients have to each other's accounts, it will allow you as a the provider to be reminded of a family relationship.
Add a Family Member or Contact
To add a contact to a client's account in Ruh Care:
Navigate to Clients > Select your client
Click Actions in their profile menu
Under "Client Info" expand the "Family and Contacts" section.
A side-panel drawer will display with options to:
Document the name, email, and phone number of an associated contact
Indicate relationship to the client
Dictate if the associated contact is an adult or a minor
Set contact as an emergency contact
Send contact email notifications related to the client (if this checkbox is enabled, the contact will receive a copy of every email notification that the client receives, such as appointment confirmations, reminders, payment receipts, and more.)
Note: This contact does not have the ability to log into the Ruh Care portal (so, they will be unable to view documents, program materials, intake forms, etc). Moreover, they would not be able to log in with their credentials.
Remove a Contact
If you'd like to remove a contact for a client account, you can do so in the settings of the original client account (where you first added the contact)
Client Profile > Actions > Client Info > Family and Contacts
Click the [...] next to the contact
Select Remove Contact
Quick Tips
Indicate relationships between clients to better organize your client database.
Remember that contacts added to a client's account cannot log into the Ruh Care portal and do not have access to client materials.