Here's a draft — this builds naturally on the previous two articles and gets into the practical how-to of permission and visibility settings:
How do I customize what families see?
Caily gives administrators and site champions flexible control over what information is shared with families. Customization happens at two levels — community-wide settings that apply to all residents, and individual settings that can be adjusted for specific residents or family members.
Who can customize family-facing settings?
Only administrators and site champions have access to customization settings. Individual staff members and caregivers cannot change what families see.
Community-wide customization
These settings apply to all residents and families in your community by default:
Log in to your Caily dashboard on the desktop version.
Navigate to Settings and select "Family Communication Preferences."
Choose which data categories to display in the daily update, such as:
ADLs — select which specific activities to include or exclude
Medications — choose whether to show full medication lists or refusals only
Vital signs — set thresholds for exception-based reporting so only outliers appear
Care notes — enable or disable anecdotal staff summaries
Outings and activities
Incidents and notifications
Set notification preferences — determine how families are alerted when a new update is ready, such as via text message, email, or push notification
Configure chat routing — decide which staff members or groups families can message directly
Save your settings to apply them community-wide
Individual resident customization
Some residents or families may require a different level of communication than your community-wide default. Individual settings allow you to:
Increase or limit visibility for specific data categories on a per-resident basis
Restrict access to sensitive information based on resident consent preferences established during intake
Customize chat routing for specific residents, such as directing all communication to a primary nurse or coordinator
Manage family member access — control which family members have access to a resident's updates and at what level of detail
Set an information diet for families who may become overwhelmed or anxious with too much detail, limiting updates to the most essential information
Customizing by level of care
If your community serves multiple levels of care, consider building distinct templates for each group. For example:
Memory care — prioritize bathing, sleeping, bowel movements, and general wellbeing over clinical metrics
Assisted living — emphasize outings, activities, social engagement, and ADL independence
Group homes — focus on compliant communication and activity summaries, with careful attention to guardian access levels and individual transparency preferences
A few things to keep in mind
Review your settings at launch and at 30 days — family and staff feedback during the first month often reveals adjustments needed to the default template
Less is more — families respond best to clear, focused updates. Resist the urge to share everything available in your EHR
Behavioral data requires extra care — customize visibility carefully for any behavioral tracking fields to ensure family-facing notes focus on progress rather than internal clinical justification
Photo sharing — if enabled, ensure your community has a clear policy around media releases and background consent before activating this feature
HIPAA compliance — all customization decisions should align with your community's communication policies and resident consent documentation. When in doubt, consult your Director of Nursing or compliance officer
