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Care Lead, DON
6 min

Approve a family update

A reviewed, sent family update with a receipt in the resident's Family Loop.

Before you start

  • A draft update awaiting review
  • Family contact on file for the resident

Steps

  1. 1

    Open the draft from your inbox

    Family approval notifications link to the draft. The draft cites the signals it used.

  2. 2

    Verify the cited signals

    Click each cited signal to confirm it matches what staff saw. If a signal is wrong or stale, reject the draft and add a note.

  3. 3

    Edit tone or detail

    You can rewrite freely. AcuityRow keeps the original draft and your edits in version history.

  4. 4

    Approve and send, or send back

    Approve writes the message to Family Loop and sends per the family's contact preference. Send back returns the draft with your note attached.

Common pitfalls

  • Sensitive categories (falls, hospitalization) won't auto-draft if your policy says 'call first' — that's intentional.
  • Approved updates can't be unsent. Use a follow-up message to correct.