Add a Patient Representative

Use the following steps to add a patient representative for a patient.

1. From the patient's open chart, click the ID tab.
    

2. In the Patient Representative section, click the Add button.
   
   
   
    

3. In the Patient Representative dialog, select the Type (Emergency Contact, Health Care Proxy, Legal Guardian, Next of Kin, Primary Caregiver, Patient Portal Representative, etc.) of representative you are adding. You can select multiple types for a representative. Likewise, you can create additional Types via the Edit button.
    

4. Enter the First, Middle Initial, and Last Name for the representative in the corresponding fields.
    

5. Enter the Address, City, State, and Zip Code for the representative.
    

6. Select the Relation to the patient for the representative.
   
   NOTE: Additional relation types can be added by clicking the adjacent Add button.
    

7. Enter any applicable Phone Numbers for the representative in the corresponding fields.
   
   
   
    

8. The Patient Portal section, as well as the Patient Portal Representative option in the Type drop-down list, will be accessible for those patient's that are registered for the PatientPortal. In this section you have the ability to enter a valid Email address for the patient representative. An email address must be entered in the corresponding field for the patient representative to be authorized.
   
   NOTE: When entering an email address, if it is not entered correctly, a warning message will appear indicating the email address is not in the correct format. A valid email format will include an at symbol "@", with valid text appearing before and after the @, a period ".", and an extension following the period (i.e., johndoe@hotmail.com).
   
   
   
    

9. When finished, click the OK button. If the Patient Portal Representative type was selected, a Patient Portal Authorization dialog will appear confirming access to the patient's patient portal account. Click the Yes button to authorize the patient representative.  
   
   After the Yes button has been clicked, the system will send a registration email to the address in the Email field, and the representative will then appear in the Patient Representative list.
   
   Once authorized and registered for the PatientPortal, that patient representative will then have access to a clinical summary for each office visit; be able to view, download, add, modify, and/or transmit health information via the PatientPortal; as well as send health related messages to the provider. In other words, the patient representative will have full access to the patient’s PatientPortal account, just as the patient does.