Allow same email for parent of multiple child patients
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Dr. Kristin Anderson
The system does not allow one parent to use the same email address for 2+ different child patients. This is a problem since most people only check one email. If they have to provide a different email for another child it often gets overlooked and forms and portal messages don’t get filled out or checked. Please let multiple patients have the same email entered if they are siblings with the same parent.
Tyson Edwards
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Hello, we have released a way for a client to have third-party (non-client) contacts. This will allow you to add the parent as a contact for multiple clients with the same email.
You can see how to add and manage them from this article:
https://support.intakeq.com/article/488-client-contacts
Would you all be able to take a look and let me know how it works for you?
Laurie Schlosser
Tyson Edwards: I am just starting to look into it. But so far it was great to invite the "new contact" to the portal right from the contact area. Are they also able to view appointments, I didn't see that as a checkbox option.
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Kate Thomas
Tyson Edwards: WAHOOO!!! We'll start trying this with some clients today and report back!
Tyson Edwards
Laurie Schlosser: Hi, yes the 'Can manage appts" checkbox will allow them to manage via the booking widget. If they have access to the portal they can have access as well.
Laurie Schlosser
Tyson Edwards: HI Tyson, we don't have our clients book or cancel their appointments via the widget. I am wondering if they can just see the apts they have scheduled? Should I still choose "can manage apts" I don't want the to be able to book or cancel on their own.
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The Flower Institute, LLC
While this is in progress, is there a work around for a parent to use the same email for siblings? Tyson Edwards
Tyson Edwards
in progress
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Monica Lake
so, so needed!! PLEASE
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Paul Fletter
HI Kristin,
At this time, the client timeline uses the client first/last name and email address to create a client, thus you can add a timeline for each client. For the client portal, this is supported by 'linking' the child to the parent, so each child can be linked to a single account and all are accessible via the same email: https://support.intakeq.com/article/266-can-adults-use-the-client-portal-on-behalf-of-their-dependents
Can you let us know if this doesn't cover what you're looking for?
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Kirsten Turoldo
Paul Fletter: hi i need to send a screen shot for the parents to figure out how to toggle between the portals for their children at our clinic after i link them. can you make it more obvious for them?
K
Katharine Bedsole
Yes please!