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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.

Status: Backlog2 comments

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Comments2

  • Upheal Moderator

    Team•

    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.