How to view plans shared with you

Viewing a plan from someone in your circle will allow you to see the budgets, allocations and keep across how spending is tracking

You may be supporting a family member, a carer, or the nominee of a person managing a plan and would benefit from being able to view the spending and funding. You can view plans that are shared with you through your Circle.

Mobile (Android / iOS)

Viewing someone's budget has never been easier

  1. From within the Kismet app, select 'Circle' from the bottom navigation bar
  2. From here you can see everyone who has added you to their circle. Select the contact from the list whose plan you would like to view
  3. If they have given you permission to view their plan, you will see it in the list under 'Health Insurance Plans'
  4. Select the plan you wish you view
  5. You will then be shown their budgets, allocations, spending and invoices

Quickly accessing your shared plans will help you stay on track with any updates.

 

Web

You can view plans shared with you by anyone in your Circle. If someone has shared a plan with you, to view it simply

  1. From the Kismet homepage at https://www.kismet.healthcare, select the menu in the top right
  2. Select 'Circle'
    1. Alternatively if you prefer, you can navigate directly to https://www.kismet.healthcare/users/connections
  3. Find the person whose plan you wish to view and click on them
  4. You will be shown their budgets, allocations and invoices