A judicial representative for the protection of adults (MJPM) managing several dozen protective measures must track, for each case, bank accounts, judicial deadlines, digitized documents, and communications with families. Mon Proxima is a web application linked to the Proxima business software, designed to provide protected adults and their relatives direct access to information about each measure, without going through the representative for every question.
The Mon Proxima account is not created by the end user. It is the MJPM who activates access from the Proxima software and then transmits the credentials to the protected adult, the family guardian, or the authorized relative. This dependence on the professional conditions the entire functioning of the tool, and it is the first point to understand before discussing multi-measure management.
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Document traceability in Mon Proxima: beyond account consultation
Most presentations of Mon Proxima emphasize the ability to check the bank balance and recent transactions. This function exists, but it masks a more structuring contribution: timestamped document traceability.
Each document submitted to the case (judgment, invoice, letter from the guardianship judge) is archived with a date and a consultation history. For a family guardian managing the protection of two parents, this traceability avoids rummaging through physical binders when producing the annual management report.
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The integrated document management system allows users to find a document by type or date, reducing the risk of forgetting during the renewal of a measure. When the judge requests proof of an expense incurred several months earlier, the document is accessible in just a few clicks from a browser, without needing to contact the representative. It is possible to download the Mon Proxima application on Green Seniors to obtain detailed access information and understand the activation procedure.
Profile segregation: who sees what in Mon Proxima
Managing multiple protective measures requires that each participant accesses only the data relevant to them. Mon Proxima operates with a strict role-based segregation.
The protected adult consults their own accounts and documents. The family guardian accesses information related to the measure they oversee. The substitute guardian has a scope limited to their control mission. An authorized relative only sees what the representative has explicitly made visible.
- The protected adult can check the balance of their bank accounts and recent transactions without requesting a statement from the representative
- The family guardian finds the necessary supporting documents for the annual management report in a dedicated space
- The substitute guardian accesses a control scope defined by the representative, without seeing the entire case file
- The authorized relative only consults the information that the MJPM has decided to make visible
This segregation prevents an unauthorized relative from accessing the financial data of a protected adult. For a representative managing multiple measures within the same family, this separation of rights acts as a safeguard against conflicts of interest.
Transition from paper records: retrieving history without re-entering everything
Transitioning from paper tracking or an Excel spreadsheet to Mon Proxima does not happen with a single click. The question of retrieving historical data is a technical point that families often underestimate.
Only the useful accounting history should be retrieved. Digitizing all paper archives of a measure that has been ongoing for several years would be disproportionate. The priority is given to documents still required by the judge: management reports from recent years, judgments currently valid, updated asset inventories.
Scanned documents must be legible. A photograph of a judgment taken at an angle or a blurry invoice will not be usable in the document management system. It is better to digitize fewer documents but with sufficient quality for them to be acceptable in case of an audit.
Establishing a regular data entry routine
The classic trap after migration is to fall back into accumulation. Regular data entry, even weekly, avoids massive catch-ups at the end of the year. Each banking operation, each received letter, each documented visit is recorded in real-time. The annual management report then becomes an extraction, not a reconstruction.
Concrete limitations of Mon Proxima for multi-measure management
Mon Proxima is not standalone software. It is a consultation interface linked to the Proxima business software used by the representative. If the MJPM does not update the data in Proxima, Mon Proxima displays outdated information.
The application operates in a web browser. There is no native application to download from a store. This architecture has the advantage of not requiring user-side updates, but it assumes a stable internet connection and a recent browser.
For a family guardian managing two distinct measures, access is done with separate credentials for each measure. There is no consolidated view allowing switching from one case to another from a single dashboard. Each measure remains an isolated space, which enhances security but complicates navigation when juggling multiple protections.
- No data appears if the representative has not entered or synchronized the information in the Proxima software
- Access is through a browser, without a dedicated mobile application
- Each measure requires distinct authentication, without a multi-measure dashboard
The dematerialization brought by Mon Proxima simplifies the daily life of legal protection, provided that the representative regularly updates the source software. The tool does not replace the relationship with the MJPM: it makes it more transparent, giving the protected adult and their relatives direct visibility into the data that concerns them.