Release Note
Family Safety
Release date:
Some clients need to be kept apart: separated parents, or a protection order. Until now, that relied on staff remembering. Family Safety puts that check in the system. When a rule is on, people in the same family are kept apart at booking and assignment, and a block never names the other person.
Group related clients into a family
On the client profile, click Family, then Start a family. Give it a name and add up to nine people, each with an optional role such as parent, child or partner. A client can belong to more than one family, and each family stays separate.
Two rules
Practitioner rule: keeps family members with different practitioners.
Same-day location rule: keeps family members at different locations on the same day. Telehealth appointments aren't affected.
Both rules are off until an administrator turns them on. You'll confirm first, and nothing is cancelled, rescheduled or reassigned.
When a rule is broken
If a booking or assignment breaks a rule, it isn't saved. Staff see a clear message and who to contact, and it never names the other person. Once you pick a location, times where a family member is already booked that day are marked as restricted.
Overrides, with a reason
A superuser can override a block. They enter a reason, and it's saved to the Family Safety change history.
In the client portal
A booking that breaks a rule isn't made, and the client is asked to pick another time. For the practitioner rule, they also see your escalation contact.
Stay on top of it
Existing conflicts lists families that already break a rule. For the location rule, Check for conflicts checks every future booking, and clashes allowed with an override are tagged.
Excluded tags: each rule can exclude clients with certain tags. Everyone else in the family is still protected.
Change history records who did what, and when, including every override and its reason.
Getting started
Nothing changes for your practice until you turn a rule on. Find it in Control Panel, under Family Safety.
