Secure client portal for home care documents
Secure client portal for home care documents
Portal vs email
Families and PSWs upload per checklist item through an encrypted portal instead of sending health information through email attachments.
Per-item uploads
Health card, medication list, CPIC result — each maps to a checklist line. Coordinators see exactly what arrived and what is still missing.
Coordinator upload on behalf
Documents received by fax or mail can be uploaded by the coordinator to the same checklist — keeping the file complete in one place.
Request a demo
If you are an Ontario home care agency collecting client intake and PSW screening documents, hivi-x can help you build a reusable checklist workflow. Request a demo or download the free Ontario intake checklist.
Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.
Frequently asked questions
- Do families need to create a my-id account?
- Families and PSWs can use a secure guest link (no account needed; email OTP verification) or log in to upload per checklist item. Coordinators can upload on their behalf for offline documents.
- Is the portal encrypted?
- Yes. Canadian-hosted storage with AES-256-GCM at rest and TLS in transit.
- Can families upload without a my-id account?
- Yes — secure guest links are available (no account needed; email OTP verification). Families can also use the authenticated my-id.ca portal.
Organize home care intake and PSW screening files
Hivi-X helps Ontario home care agencies organize family intake documents, PSW credential files, and screening packages in one encrypted Canadian-hosted portal — with reusable checklists, coordinator review, and exportable PDFs alongside AlayaCare or CellTrak.
More Home Care guides
- Email is not document collection for home care agenciesOntario home care coordinators lose time collecting client intake and PSW screening documents through email, text, and fax. A checklist-first workflow keeps files cleaner.
- Missing documents delay care startsIncomplete family intake packages are one of the most common reasons Ontario home care agencies cannot start service on schedule.
- Better client document collection for home care coordinatorsA practical guide for Ontario care coordinators who need complete client intake packages without rebuilding the same email request every time.
- Stop chasing intake documents in emailWhy Ontario home care agencies should move family intake and PSW screening out of email threads and into a structured checklist workflow.
- Home care software is not always enoughWhy Ontario agencies may still need a document collection layer even when they use AlayaCare, CellTrak, or ClearCare for clinical workflows.
- Ontario home care intake and PSW hiring checklistA practical checklist Ontario home care agencies can use for client admission and PSW hiring document collection.
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- PSW hiring document workflowA step-by-step document workflow for Ontario home care agencies hiring personal support workers.
- Vulnerable sector screening for Ontario home careWhen Ontario home care agencies need vulnerable sector screening for PSWs and how to collect results securely.
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- Home care agency client onboardingA practical client onboarding document workflow for Ontario private-pay and hybrid home care agencies.
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- Caregiver compliance file for Ontario home careWhat belongs in a PSW screening and compliance file for Ontario home care agencies.
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- Agency staff credential verificationHow Ontario home care agencies verify PSW education, training, CPR, and registration credentials.
- Hospital discharge intake for home careHow Ontario home care agencies collect hospital discharge documents during client admission.
- Substitute decision-maker and POA intakeHow Ontario home care agencies collect SDM and power of attorney documentation at client admission.
- LTCI and funding documentation for home careDocuments Ontario home care agencies collect when clients use long-term care insurance or self-directed funding.
- HSCPOA PSW registration documentationHow Ontario home care agencies collect Health and Supportive Care Providers Oversight Authority voluntary PSW registration proof.
- Voice notes for home care coordinator documentationHow Ontario care coordinators use voice notes and AI summaries to document intake calls without retyping everything.
- AI summaries for home care client filesPractical AI summaries for Ontario home care coordinators organizing intake and screening files.
- Co-agent workflow for home care agenciesHow Ontario home care coordinators and schedulers collaborate on client intake files with scoped access.
- Exportable PDF package for EMR uploadHow Ontario home care agencies export organized intake and screening packages for upload to AlayaCare, CellTrak, or audit review.
- Canadian-hosted document collection for home careWhy Ontario home care agencies choose Canadian-hosted document collection for PHIPA safeguarding and family trust.
- Small home care agency document standardizationHow two-to-eight-PSW Ontario home care agencies standardize intake and screening without enterprise software.