MyChart Sign-up (grant Proxy Access)

Proxy access allows parents to use the patient portal to view/access their child's information. This guide allows you to sign-up a parent for MyChart. This can be achieved by sending a MyChart link from Epic to the parent’s email.

Sign-up or give proxy access to a parent

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

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

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  1. Double click on patient name or click Accept.

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  1. If it is a parent or guarding calling in, confirm their identity by asking their name and DOB. Click Show Potential Proxies.

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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.

 

  1. Click Grant Proxy Access.

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Important Note

This section includes emergency contacts and guarantors for the patient. 

 

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

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  1. 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.
  2. If the person you want to add is listed under the Suggested Contacts section, select the name, and click Accept this Account.
  3. To initiate a new MyChart account, verify their name and DOB matches and click Create Non-Patient Account.

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Important Note

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

 

  1. Whether you selected a patient proxy or a non-patient proxy, you will be brought to a screen to edit the relationship between the patient and 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.

 

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

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Tip

The proxy is now listed in the People Who Can Access the patient’s chart.