Release Note
Parent and Guardian Details in the Client Portal
Release date:

Families can now keep their own details up to date without ringing the practice. When a parent or guardian logs into the client portal for a child or young person, they can see the parent and guardian details held on the record and change them.
What's New
• Parent / Guardian Details: a new section on the portal profile page shows each parent or guardian as a card with their name, relationship, mobile and email, with an Edit button.
• Editable key contacts: key contacts now have Edit and Remove on each card. Removing a contact asks for confirmation first.
• More relationship options: the list now includes Parent, Mother, Father, Step Parent, Guardian, Grandparent and Carer.
• Young people can save their own profile: clients under 18 signed into their own record can now save changes.
• Smoother saving: details update in place without a loading screen, and if a save fails the message explains why.
Good to Know
This works across every client portal brand automatically. There is nothing to switch on.










