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Troubleshooting Care Plan Issues in Phamily

Marquise Lane avatar
Written by Marquise Lane
Updated this week

Problem Description

Care managers may not see Care Plan links in Phamily or may receive reports from patients that Care Plan links aren't working.


Potential Reasons for the Issue

  • Care Plan links are not displayed in Phamily by design

  • Links expire 48 hours after being sent

  • Patients may be entering incorrect information when trying to access the link

  • Patient must tap download at the bottom of the thread after entering their Last Name and DOB


Steps to Ensure Care Plan Access

  • Reshare the Care Plan Link: Resend the care plan link to re-establish access.

  • Verify Date Format for Authentication: Confirm patients enter their date of birth in the YYYY-MM-DD format.

1. Verify Link Expiry

Check when the Care Plan was sent. If it’s been over 48 hours, the link has expired and must be resent.

2. Confirm Patient Input

Ask the patient to double-check:

  • Their last name matches what's in Phamily

  • Their date of birth is entered in the YYYY-MM-DD format

  • Ensure the format YYYY-MM-DD is clearly explained to avoid input mistakes.

3. Guide the Patient Through Access

Once the patient enters their name and DOB, they’ll see their message thread with the care team. To open the Care Plan, they must tap "Download" at the bottom of that page.


FAQs

Why can’t I, the Care Manager, see Care Plan links in Phamily?

Care Plan links are hidden by design and not visible in the platform. Only patients can access them directly via the message.

Do Care Plan links expire?

Yes, they expire 48 hours after being sent.

Can patients access Care Plans after the link expires?

No, a new Care Plan message must be sent for continued access.

What does the Patient See?

Below are images the Patient would see when trying to access their Care Plan

1. The message the Patient receives

2. What the Patient sees after clicking the link in the text message. Patients must click the download button to open the Care Plan

3. After clicking Download, the Patient sees the following


For further assistance, contact Phamily Support at support@phamily.com.

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