Family Portal

 

Family Portal Access 

You have the option of allowing your Clients and their families access to the Family Portal to check their schedules, see notes and view assigned Caregivers.

 

To enable Family Portal access, simply assign them a username and password on their Info tab.

 

At any time, you can revoke access simply by unchecking the Online check box. If they lose their password, you can reset it for them. 

 

 

**Note: By default the Family Portal displays scheduled shifts and the assigned caregivers. You can also enable clock in and out (EVV) times and tasks completed, if you're interested in enabling these please email support@shoshana.com and we can take care of it for you.

 

Username 

Usernames are filled in, by default, when you first enter the Client's name, by taking the first initial and last name (e.g. Jane Smith would be jsmith). 

• Username must be unique among all persons in your database. When creating the default username, Rosemark will check that and change the name by adding a number after it, if necessary.
• You can change the username to be whatever you (or the Client) would like, as long as it is unique.
• If you attempt to put in a username that is not unique, the system will warn you, telling you which person is already using that username. 

Password

• During initial setup you can use any temporary password you'd like to give a client or their family access. 
• The user (client, family member, etc.) will use the temporary password to sign in the first time. Once they log in they will be prompted to enter a new password of their choosing. 
• Passwords in Rosemark must be at least 8 characters or more.

 

 **Note: A strong password is 8 or more characters with a mixture of numbers, upper and lowercase letters and symbols. 

• If a Client ever loses their password, you can simply reset the password by typing one in on the Info tab and saving it. You can reuse the same temporary password as many times as you'd like but the client or family must use a different password.

 

Security 

This feature enables Clients and their families to access only the bare minimum of information, yet it is still potentially sensitive information.

 

Rosemark protects that access in a number of ways: 

1. Clients must be granted access.
2. They must know their username and password (which you can revoke at any time).
3. If they are logged in for more than 10 minutes without activity, they will be logged off automatically. 

 

A few tips you might share with your Clients: 

1) Never share your username/password with anyone.

2) If you log in on a public computer (at a library, for example), you should clear the browser's cache and close it. Many such places are set to automatically clear the cache when the browser is closed, but clearing it manually is a good extra safeguard. If you don't know how, ask someone for help. Here is a link to show how to clear the cache on various browsers. 

3) Never login when other people are with you at the computer. 

4) Change your password as often as practical. 

 

Accessing the Schedule on the Family Portal 

 

Provide them with a direct link:

1.  Edit the following link, replacing XXXX with your agency's account number:

 

https://www.shoshana.com/RMXXXX/app 

 

2. For example, if your account number was 0001, this is what your link would be:

 

https://www.shoshana.com/RM0001/app 

 

Copy and paste the link into an e-mail and send it to the Client. 

 

Client instructions 

1. Follow the link to login.
2. Enter your username and password. 

Note: your username and password are case sensitive. 

3. Check your schedule. It will start with This Week, but you can look at any range you want by changing the drop-down date boxes.

  Note: it will only show Assigned, Verified Complete and Open Shifts.