Important note: Any files shared with portal users are shared with all portal users (past, present, and future).
The CaseStream Connect Portal is a connection to interested parties who don’t have a YouthCenter account like parents, guardians, custodians, therapists, and program directors. Items like Notes, Incidents, Forms, and Attachments can be shared with the portal. Calendar Events are automatically shared with approved portal users.
Sharing new items #
The Add to Portal button will appear next to the Share and/or Add to Daily Log buttons when you create an eligible new item in YouthCenter. Simply select the Add to Portal button before pressing Save.
Sharing existing items #
View an eligible item and click into the Edit icon to see the Add to Portal button. The click on the Add to Portal button as shown above before Saving changes.
Items shared to portal users will display with the most recent date first in their Home page (most recent item on the bottom of each separate date). Each item is listed as belonging to the client, so the portal user can easily tell items or multiple clients apart.
For a brief review of the portal, see a video shared here.
Notifications to Portal Users #
CaseStream connect users will get an email when new items are shared in the portal. The look and timing differ depending on what’s being shared.
Forms #
When a form is shared in a portal, the portal user will receive an invitation immediately. Clicking “Access the Form” will allow the user to fill out the form in the portal:
Attachments, Incidents, Notes, etc. #
When other object types (not fillable forms) are shared, the portal user will be notified once every 24 hours.
