Resident roster
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Family messages, resident chart documents, and care notes in one secure work queue.
Resident roster
Add resident
Secure messages
Family inbox
Facility documents
Shared documents
Secure conversation
Messages & Updates
Documents
Shared & Resident Files
Secure conversation
All messages
Admin approval
Family access
Review the family member, resident match, relationship, and contact details before approving portal access.
Pending
Needs review
Approved users
Family accounts
Facility settings
Settings
Branding
Company logo
Resident sections
Care sections / units
Current residents
Section totals
Implementation guardrails
Access, consent, and audit controls
Role-based access
Families only see residents they are authorized to contact. Staff access should follow job role, unit assignment, and least-privilege policies.
Medication data
A future medication connector should use an approved API, SFTP export, or vendor-supported integration with full encryption and audit history.
Consent and preferences
Each resident record should store approved contacts, message types, language preference, emergency rules, and revocation history.
Audit trail
Every login, message, medication summary view, export, and permission change should be recorded with user, time, device, and action.
Recent access
Audit log
Connector map
Future medication connector fields
Resident IDMRN or vendor key
Medication passScheduled, given, refused
ExceptionsMissed, held, PRN, notes
Family releaseSummary only by default