Family records are a great way to organize records for children and spouses. You create multiple client records which can be accessed using one client login.
Before we jump into setting up your family accounts, let's get familiar with family account terminology:
- Family records - A group of client records linked by a common email address
- Primary record - The record whose email address is used as the single point of communication for all family records.
- Sub-record - A record associated with a primary record's email address. For example, this can represent a child or spouse of the primary record.
Adding a family record to an existing record
Let's say you've setup a client record for Mary Smith. Mary is a mother of two children (Steven and Susan) who you're also seeing as part of your practice. You'll want to setup two separate records for each child so you can keep track of their individual profiles and resources.
- To setup a record for Steven, go to your My Clients page and click on the More button (3 dots) to the right of Mary's list item.
- Click on the Add a family record option. This will take you to a screen where you can add details for Steven. This screen is similar to the traditional Add Client screen; the only difference is the email address field is now read-only as it will be linked to the primary record's email address.
- Click Add to create the client record for Steven.
Linking an existing record to a primary record
Let's say you've already setup a client record for Steven using Mary's secondary email address (email@example.com). You can easily link Steven's record to Mary's by clicking on the More button to the right of Steven's name. Select the Link to primary option.
A popup will appear asking you to choose a primary record to associate Steven's record with. Select Mary Smith.
At some point you may need to let a spouse log into the Client Portal with their own account credentials. You can easily unlink family records in Better by clicking on the More button to the right of the client's name. Select the Unlink record option.
Before unlinking, you must first provide an email address to associate with the record as communication will no longer be going to a primary account. After the record is unlinked, you can choose to invite the client to Better to access the Client Portal with new credentials.
Within Better, documents uploaded and shared via your My Documents can only be shared with clients who've signed up for an account. As sub-records are linked to one login, the primary record will have access all documents shared with themselves and their sub-records via their My Documents section in the Client Portal.
Switching between records in the Client Portal
Let's say Mary has completed a form for herself and wants to complete a form on Susan's behalf. To do this she can switch from her personal profile over to Susan's profile in the Client Portal without having to logout:
- In the top right corner of the toolbar, click or tap on the profile image. A menu will appear with and option to "Switch Profile". Click "Switch Profile" to view resources for another client setup under the same account
- A screen will appear allowing Mary to select from a list of available client records. Here she can select Susan's profile to complete Susan's pending forms.