Feature Request: Couples/Family Portal Access Parity
Summary: Enable couples and family therapy clients to access their individual client portals with the same functionality and features available to individual therapy clients.
Current State: Individual therapy clients have full access to their client portal, where they can view session summaries, complete forms, access resources, manage account settings, view billing history, and self-schedule appointments.
Requested Change: Extend comparable portal access to clients in couples and family therapy contracts. Each family member should be able to access their own portal view, similar to individual clients, to:
View session summaries and progress updates
Complete and track assigned forms
Access practice resources and announcements
Manage their own account preferences
View billing history and account balance
Self-schedule appointments for the couple/family
Rationale:
Consistency: Removes confusion about different feature sets across account types.
Engagement: Increases client engagement and transparency in multi-person therapy.
Autonomy: Allows clients to take ownership of scheduling and billing visibility.
Compliance: Aligns with modern consent and transparency practices in couples and family work.
Usability: Reduces friction for therapists managing multiple family members on one contract.
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Comments2
Upheal Moderator
Aug 25
Thanks for the thorough writeup. We are logging this as a feature request for full portal parity for couples and family clients, related scheduling and billing work for family contracts is already underway and we will connect the dots.
Liza Shaw
Aug 25
That should have read “Summary: Enable couples and family therapy clients to access their *couple/family client portals* with the same functionality and features available to individual therapy clients. I tried to edit it but got an error message and the program won’t allow me to edit or change the original request.