Practitioners | Website
My Cases is the central hub for managing all your connections with clients using OurFamilyWizard. This is where you'll go to send new requests, respond to access requests you've received, review client subscription statuses and more. Use the following tutorials to understand how to use My Cases to efficiently organize your work with clients on OurFamilyWizard.
To learn about using My Cases through the Family Law Practitioner app, click here.
What is Professional Access?
Practitioner Accounts on OurFamilyWizard are built to facilitate your work with clients who use the app. Professional Access allows you to check subscription statuses, access client activity on OurFamilyWizard, review past communication and download authenticated records. Rather than wait for clients to provide important documentation, you'll be able to retrieve records and access important information on your own schedule.
Professional Access can be granted to you by your clients, or you can send access requests to them through your account.
With access to one parent in a family, you are able to send messages to that parent and review communication records from their point of view.
With access to both parents in a family, you are able to:
- Send messages to both parents
- Review communication records from either parents' point of view
- Create certain entries, such as the parenting schedule, holidays and expense categories
Connecting to clients on OurFamilyWizard
Creating new accounts for clients
With a Practitioner Account, you can create client accounts in a simple 3-step process. After accounts are created, we'll reach out to the parents to help them get started on OurFamilyWizard.
> Learn how to create new accounts for clients
Connecting to clients already on OurFamilyWizard
For clients that are already using OurFamilyWizard, you can send them a request for professional access with just their full name and email address.
> Learn how to send access requests to clients
Responding to access requests
Clients can also send you a request to access their account, and you have multiple ways to respond to these requests.
Stay apprised of all important activity within your clients' accounts by activating notifications on a case-by-case basis.
Requests for Client Documentation
While you can print client records via Professional Access, you can always contact us to request certified copies of client documentation.
> Learn more about requesting certified documentation from a client's account