Setting up Parent Portal

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This document is to show the user how to access and use the Parent Portal Setting Page. This is to be used with our Parent Portal which will give parents access to their client’s schedule in NPAWorks and NPAGo. If you would like to use the Parent Portal feature, please contact your Support Account Manager to have it enabled.

    1. To access the Parent Portal Settings page, please begin on your NPAWorks main screen.

    1. In the upper left portion of the screen, click on Edit.

    1. Then select ‘Parent Portal Settings’.

    1. The Parent Portal Page will be displayed. Here you are able to set the rules for what Parent Portal users will see when they login to view their client’s schedule.
      1. If at any time you have questions about the Parent Portal Settings, please 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.
      2. To close the window without saving any changes, you can click on the ‘X’ at the top right of the page.

    1. Let’s review the Work Week Settings.
      1. Work week start day – Here you can determine the starting day of the work week you’d like the parents to view.
        1. Please note, the work week start day and end date cannot be the same day. (Example: the work week can be Sunday through Saturday, but cannot be Sunday through Sunday)
      2. Work week end day – Here you can determine the ending day of the work week you’d like the parents to view.
        1. Please note, the work week start day and end date cannot be the same day. (Example: the work week can be Sunday through Saturday, but cannot be Sunday through Sunday)
      3. The next portion of the Work Week 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.
        1. “0” full work week(s) in the past – This is the number of the set work weeks prior to the current work week.
        2. “0” full work week(s) in the future – This is the number of the set work weeks after to the current work week.
        3. Example: If it is set to 1 week in the past and 1 week in the future, and the work week is Sunday through Saturday, if the Client logs into the Parent Portal on Wednesday, March 14th then they will be able to view Sunday, March 4th to Saturday, March 24th.

    1. Moving onto the Client Masking Options, here you can determine how the client’s name will be displayed when the parent views the schedule.
      1. No Masking, Show full client name – This will allow the client’s full name to be displayed.
      2. Show first 3 letters of the first name & first 3 letters of the last name – By choosing this option, the first 3 letters of the client’s first and last name will be displayed.
        1. Example: The client John Smith’s name would be displayed JohSmi.
      3. Show first 2 letters of first name, first 2 letters of last name, & client birth year – This option allows the client’s first 2 letters of their first and last name, along with birth year to be displayed.
        1. Example: The client Jane Doe, with a birth year of 1983, will have her name displayed as JaDo1983.

    1. 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.
      1. Hide by default – This option will allow for these 3 types of appointments to be hidden from Parent Portal users. Note, these appointments will still be displayed in Staff and Client calendars.
      2. Indirect appointments – Indirect appointments can be hidden from the user’s view if the appointment’s Direct/Indirect Status is set to Indirect.
      3. Cancelled appointments – Here you can hide appointments with cancelled appointment status types.
      4. Gray appointments (no payroll, non-service) – You can also choose not to display gray appointments in the Parent Portal.


    1. Otherwise, if you’d like to save your changes and complete the settings for the Parent Portal, please click on SAVE button located at the bottom right side of the page.

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