Description: The following article is mainly about parent portal. The content will show the users some ways on how to access and use the Parent Portal and how to set up in the system which will give parents access to their clients schedule in mpa.
Today, the content will show the user how to access and use the Parent Portal settings page, this is to be used with our parent portal which will give parents access to their clients schedule in mpa, go to access the parent portal settings page, please begin on your MPA works, the main screen in the upper left portion of the screen, click on edit, then select parent portal settings.
The parent portal settings page will be displayed here, you are able to set the rules for what parent portal users will see, when they log in to view their client schedule at any time, you have questions about the parent portal settings page, click on the question mark icon located on the top right of the page, this will display information about each portion of the settings page to close the window without saving any changes.
You can click on the X at the top right of the page now, let’s review the workweek settings, the workweek start day and the workweek end day is where you can determine the workweek, you like the parents to view, please note the workweek start date and end date cannot be the same day.
For example, the work week can be Sunday through Saturday, but cannot be Sunday through Sunday, the next portion of the workweek settings labeled client can view current week and allows you to set the amount of work weeks in the past and future, the user can view in the parent portal.
For example, if it’s set to one week in the past and one week in the future, the work week is Sunday through Saturday that is the client logs into the parent portal on Wednesday March 14th, then they will be able to see Sunday, March 4th through Saturday, March 24th, moving on to the client masking options here, you can determine how the clients name will be displayed.
When the parent views the schedule no masking show full client name will allow the clients full to be displayed by choosing the next option show first three letters of the first name and first three letters of the last name.
The first three letters of the clients first and last name will be displayed the third option show first two letters of the first name, first two letters of the last name and client Berthier allows the clients, first two letters of their first and last name along with their birth year to be displayed.
Finally, let’s review the types of appointments, the parent will be able to view, please note active direct service appointments will always be displayed in parent portal, also the following appointment types will still be displayed in staff and client calendars indirect appointments can be hidden from the user’s view.
If the appointments direct, indirect status is set to indirect, if you click on the hidden by default option, canceled appointments can be selected to be hidden, if the appointment has been scheduled with a canceled appointment status type ring appointments or no payroll non service appointments can also be chosen not to be displayed in the parent portal to close a page without saving any changes.
Click on the cancel button located at the bottom right of the page, otherwise, if you’d like to save your changes and complete the settings for the parent portal, click on the Save button located at the bottom right of the page.
If you have any questions about the parent portal settings and NPA works, please contact our support team via email at support at code Metro comm or by phone at eight seven seven seven nine six nine eight eight three.