How to View and Manage Appointments on Family Member Care

How to View and Manage Appointments on Family Member Care

Overview

The Appointments page allows partners to view, manage, and track all appointments scheduled for their care recipients.
It provides an organized list showing which care groups have upcoming or completed appointments.


Step 1 — Access the Appointments Page

From the left-hand side menu, click on Appointments.
You’ll see the page header “Partner Appointments.”

If no appointments are currently scheduled, you’ll see the message “No Care Groups.”


Step 3 — When No Care Groups Are Linked

If you haven’t created or linked any care groups yet, the system will display the message “No Care Groups.”
To enable appointments, you must first:

  1. Go to the Overview page.

  2. Click Add Care Group.

  3. Once a group is added, return to this page to start managing appointments.


Step 4 — Managing Appointments (Once Available)

When care groups and appointments are active, you’ll be able to:

  • View All Scheduled Appointments — See the list for each care recipient.

  • Add or Edit Appointments (if permission is enabled).

  • Track Frequency — Check how many appointments are linked to each care group.



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