MYCHART SIGN-UP (GRANT PROXY ACCESS)

Proxy access allows parents to use the patient portal to view/access their child's information. To keep a patient's information secure in case a user accidentally gives proxy access to someone who shouldn’t, we’ve added a layer of security by requiring that potential proxies confirm the patient's date of birth (DOB). In this workflow, when a user assigns a proxy in MyChart Administration in Hyperspace, a pending flag informs them that the relationship was successfully assigned but must be confirmed by the proxy through MyChart.

Sign-up or give proxy access to a parent

  • Navigate to the MyChart Administration activity.
  • On the bottom left of patient lookup, click Switch to patient Lookup.

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  • Search for the patient’s name and DOB, and press enter.

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  • Double click on patient name or click Accept.

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  • If it is a parent or guarding calling in, confirm their identity by asking their name and DOB. The parent/proxy Show Potential Proxies.

Important Note

If the person you want to add is not listed as a suggested contact If the person you want to add is not listed as a suggested contact Have them call the care center.

 

  • Click Grant Proxy Access.

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Important Note

This section includes emergency contacts and guarantors for the patient. 

 

  • Click Search MyChart Accounts to see if there is already an account or an initiation. 

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  • Confirm that the DOB is the same. In the form that appears, search for the person you want to add by name, MyChart username, email, or Social Security number.
  • If the person you want to add is listed under the Suggested Contacts section, select the name, and click A screenshot of a computerDescription automatically generated.
  • To initiate a new MyChart account, verify their name and DOB matches and click Create Non-Patient Account.

Important Note

If the DOB is not the same in Epic, enter the DOB or transfer to HIM.

 

  • Whether you select a patient proxy or a non‑patient proxy, you will be taken to a screen where you can edit the relationship between the patient and the proxy. Choose the proper Relationship and click Accept.

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Important Note

Patient's biological parent: The relationship type would be Parent Accessing Child. Someone other than a biological parent, transfer the call to HIM.

 

  • You will then be presented with activation options. If the user already has an active MyChart account, they will gain immediate access.
  • Click Send Email to send an immediate email.

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  • Once the email is sent to the proxy, they will need to click the sign‑up link and confirm their date of birth.

 

  • Create a username and password, select Submit.

 

  • The proxy will be logged into MyChart and prompted to accept the disclaimer. The proxy will need to switch their account to their child’s profile located on the top right corner.
  • Once the account is switched, the proxy will see a notification confirming that they have been approved to view the patient’s record. Select Review access. 

 

  • The proxy will need to enter the patients DOB, select the Proxy Access disclaimer, click Confirm, and click Done.  

 

  • Click Done to confirm access.

 

You Can Also...           

 

  • You can also confirm the pending access by selecting the dropdown by your profile, select Manage Friends and family.

 

Important Note

If a proxy request access to a patient record, it will be pending until approved by HIM.