Setting Provider Preferences for Family Members

Set provider preferences for family members you manage in your RoadL account. Help ensure family members receive care that's comfortable and personalized to their needs.

What Are Family Member Preferences?

When scheduling care for family members, you can set:

• Gender preference - Preferred provider gender for the family member
• Language preference - Preferred communication language
• Favorite providers - Providers the family member has seen before

These preferences help RoadL match family members with providers who best meet their individual needs.

Who Can Set Family Preferences?

Account holders can:

• Set preferences when scheduling for family members
• Manage preferences in family member profiles
• Update preferences anytime
• Set different preferences for each family member

Family members:

• Each person can have unique preferences
• Preferences stored separately per person
• Don't affect your own preferences

Setting Preferences During Scheduling

When Scheduling for Family

Step-by-step:

1. Tap Schedule a Visit
2. Select "For Family Member" in Step 1
3. Choose the family member who needs care
4. Complete service selection in Step 2
5. In Step 3, find Provider Preferences section
6. Set preferences for this family member:
   • Gender preference
   • Language preference
   • Favorite provider (if applicable)
7. Continue with scheduling

What You'll See

Provider Preferences section shows:

• Preferences specific to selected family member
• Gender preference dropdown
• Language preference dropdown
• Favorite providers list (from family member's previous visits)
• Option to skip preferences (optional)

Important: Preferences set here apply only to this family member and this visit.

Managing Preferences in Family Member Profile

Accessing Family Member Preferences

1. Open RoadL Patient App
2. Go to My Family
3. Tap on the family member
4. Tap Preferences or Provider Preferences
5. View and edit preferences

Editing Family Member Preferences

1. Select the family member from My Family
2. Tap Preferences
3. Tap the preference to change
4. Select new option
5. Tap Save

Changes apply to:

• Future visits for this family member
• Default preferences for scheduling
• Matching algorithm for this person

Gender Preference for Family Members

Setting Gender Preference

Choose preferred provider gender:

• No Preference - Any gender provider
• Female - Prefer female providers
• Male - Prefer male providers

Why It Matters

For family members:

• Personal comfort during care
• Cultural considerations
• Age-appropriate preferences
• Previous positive experiences

Example scenarios:

• Teenager may prefer provider of same gender
• Elderly parent may have specific preference
• Child may be more comfortable with certain gender

How It Works

When you set gender preference:

• ROC sees preference for this family member
• Matching considers preference when assigning provider
• Preference applies to this person only
• Other family members unaffected

Language Preference for Family Members

Setting Language Preference

Choose preferred communication language:

• English (default)
• Spanish
• Other languages (as available)

Why Language Matters

For family members:

• Ensures clear communication
• Improves understanding of care
• Comfortable conversation
• Better health outcomes

Example scenarios:

• Elderly parent speaks primarily Spanish
• Child learning English may need bilingual provider
• Family member more comfortable in native language

How It Works

When you set language preference:

• ROC sees language preference for this person
• Matching prioritizes providers who speak the language
• Provider can communicate directly with family member
• Improves care quality

Favorite Providers for Family Members

What Are Favorite Providers?

Favorite providers are:

• Providers the family member has seen before
• Providers you want to see again for this person
• Saved for easy selection during scheduling

Marking Providers as Favorite

After a visit:

1. Go to My Appointments
2. Find completed visit for family member
3. View provider details
4. Tap Mark as Favorite (if available)

During scheduling:

1. In Provider Preferences section
2. See list of providers this family member has seen
3. Select from "Favorite Providers" list
4. Preference saved for that visit

Benefits of Favorite Providers

For family members:

• Continuity of care
• Provider familiar with health history
• Established relationship
• Comfortable care experience

For you:

• Less need to explain history each visit
• Consistent care quality
• Easier scheduling

How Preferences Appear in Service Requests

What ROC Sees

When you schedule with preferences:

• ROC receives service request
• Sees family member's preferences clearly
• Gender preference noted
• Language preference noted
• Favorite provider request (if selected)

ROC uses preferences to:

• Match best available provider
• Ensure comfortable care experience
• Consider all preference factors
• Contact you if preferences can't be met

Different Preferences Per Family Member

Individual Preferences

Each family member can have:

• Different gender preference
• Different language preference
• Different favorite providers
• Unique preference settings

Example:

• Parent: Prefers female providers, English
• Teenager: Prefers same-gender provider, English
• Elderly parent: No gender preference, Spanish

Managing Multiple Preferences

In My Family:

• Each person has separate preferences
• Edit preferences individually
• No conflicts between family members
• All preferences saved separately

Updating Family Member Preferences

Changing Preferences

In Family Member Profile:

1. Go to My Family
2. Tap the family member
3. Tap Preferences
4. Change any preference
5. Tap Save

During Scheduling:

1. In Step 3, find Provider Preferences
2. Change preferences for this visit
3. Continue with scheduling
4. New preferences apply to this visit only

Preference Sync

Automatic sync:

• Changes in profile update scheduling defaults
• Changes during scheduling update profile
• Preferences sync automatically
• No manual sync needed

Removing Family Member Preferences

Clearing Preferences

To remove preferences:

1. Go to My Family
2. Select family member
3. Tap Preferences
4. Select "No Preference" for gender
5. Select default language
6. Clear favorite provider
7. Tap Save

Preferences are optional:

• Don't have to set preferences
• Can skip during scheduling
• Can remove anytime
• No preference means any provider

Preferences for Different Visit Types

Visit-Specific Preferences

You can set different preferences for:

• Routine visits for family member
• Urgent visits for family member
• Wellness visits for family member
• Telehealth visits for family member

How it works:

• Preferences set during scheduling apply to that visit
• Can be different for each visit type
• Profile preferences are defaults
• Override during scheduling if needed

Privacy and Family Preferences

How Preferences Are Used

Family member preferences:

• Shared with ROC for matching
• Used to improve care experience
• Stored securely per family member
• Can be updated or removed anytime

Privacy:

• Preferences are private
• Only used for provider matching
• Not shared with providers directly
• Protected per HIPAA guidelines
• Each family member's preferences separate

Troubleshooting

Preferences Not Saving for Family Member

Problem: Changes not saving

Solutions:

• Make sure to tap Save after changes
• Check you're editing correct family member
• Verify internet connection
• Close and reopen app
• Try updating in profile instead

Favorite Provider Not Showing

Problem: Previous provider not in family member's favorites

Possible reasons:

• Provider no longer active
• Visit was too long ago
• Provider not available in area
• System hasn't updated yet

What to do:

• Contact support to request specific provider
• Phone: (833) 762-3555
• ROC can note preference manually

Preferences Not Being Used

Problem: Assigned provider doesn't match family member's preferences

Possible reasons:

• No matching provider available
• Emergency or urgent situation
• Geographic limitations
• Service type requirements

What to do:

• Check if provider availability is limited
• Contact ROC to discuss options
• Can reschedule if needed
• Preferences saved for future visits

Related Articles

• Schedule a Visit - Learn about scheduling process
• Add Family Members - Add family members to your account
• Manage Family Members - Manage family member information
• Provider Preferences for Self - Set your own preferences

Need Help?

Contact our support team:

• Phone: (833) 762-3555 (24/7)
• In-App Chat: Tap the chat icon
• Email: Through the Contact Us page

Healthcare in Real-Time™ - Personalized care for your whole family.