Grant Authorized Representatives Access to Accounts

In some cases, you may allow a patient’s authorized representative to use PatientAccess either in addition to the patient or on their behalf. This allows the representative to perform any of the following:

• View and confirm appointments.
• Update personal information, including contact and address details.
• View medical information, including problems, alerts, allergies, and medications.
• Change their user name, password, and security questions.
• View contact information and frequently asked questions.

Some institutions offer PatientAccess self-registration to authorized representatives. If your institution allows representatives to use PatientAccess self-registration, they can create their password without assistance.

If your institution does not offer self-registration, or representatives prefer to have their credentials assigned to them, you can still create the credentials manually.

To grant an authorize representative access to an account:

1. Open the Patients module and select a patient.
2. Open the Patient Info window and click the Personal tab.
3. Click PatientAccess Info... to display the PatientAccess Info. window.
4. Click the Representatives tab.



5. From the Guarantor drop-down list, select the guarantor you want to grant access.

Note: If the guarantor you must select is not available, you may need to add them to the patient record.

6. Click the Add a new Record () icon to add the guarantor to the list of guarantors with access.
7. If prompted to confirm you want to grant access, click Yes.
8. Complete any of the following:
• Click Send Email Invitation to send the representative an email allowing them to complete the registration process.
• Click Regenerate to generate a password to provide to the representative.
9. Click the Modify Record () icon.