Link Client Accounts to Indicate Relationship

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 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 client's have to each other's accounts, it will allow you as a the provider to be reminded of a family relationship.

If you'd like to associated/link an existing client account with another client account (new or existing) you may do so by navigating to their Client Profile > Actions > Client Info > Family and Contacts > + Link Client Account

When you select “Link Client Account,” you can link a new or existing client within Ruh Care to the account.

When you select “Add Contact,” you can add information for anyone associated to the client. You’ll have the option to share email notifications with the contact.

Search for and find your client from the list and click Select Existing Client

You will not be able to modify any details about the existing client (ie. name and email) but you will be able to add the following details pertaining to the client you are adding to the account.

Click Link Client Account when finished.

When Linking Client Accounts > Select Add New Client

Complete the new client's details > Select Client Group as "Active Therapy Clients" > Click "Add New Client"

The option to send the client an Invite Email via Ruh Care is automatically selected (you may deselect if you prefer). The client will automatically receive a welcome email, inviting them to create a password and log into their Ruh Client Portal.

Contacts and linked client accounts can be edited at any time. Click the actions tab (three dots) next to the contact, and select the option to "Edit" or "Remove Linked Client Account." This must be done from the client's account that was utilized to initially make the link.

You'll now see an indicator that an account is linked to another, both from your Client List and from a Client's Profile. Hovering over the "Linked" icon will show the details about who the client account is linked to, and what the relationship is. Learn more.

We offer the ability for users to grant linked account access to another user’s account.

A primary use case for this capability is a caregiver having an account that is linked to a care receiver, such as a parent being linked to a child. A parent could access their child's account to pay a bill, fill out a form, or take care of another workflow.

As part of using this feature, providers should acknowledge that the linked user will have full access to the client’s account, which could potentially include sensitive personal information.

You will now see a separate Client Portal Access section appear below Client Information. Checking this box will allow you to provide this linked client account (caregiver) with the ability to have full personal access to the original client (care receiver) account.

Once you click on " Link Client Account," the linked Client (caregiver) will receive an invite email with a link to access the original Client's (care receiver's) account.

The linked Client (caregiver) will receive the following two emails to both "Accept Invite" for linking accounts and a notification that depending on how this linking was set up, the linked Client (caregiver) may receive email notifications related to the original Client's (care receiver) account.

If the linked Client has access to the original Client (care receiver's) account, you would see a "Switch Account" option when the linked Client is logged in to their own account.

If you'd like to disassociate OR edit linked client accounts, you can do so in the settings of the original client account (where you first added the linked family member).

If you don't see the option to unlink or edit the linked client accounts, we suggest you check the other client's settings, and attempt to unlink from there.