Work with Proxies When Editing Patients

See the relevant section if you want to add, edit, or delete a proxy:

Add a Proxy

1. To add a proxy, select the plus sign (+).
2. Search for the existing person.
3. If the person is found, select the person and complete information in Maintain Person Proxy, including relationship to patient. If the person is not found, select Add New Person.
4. If you want to add a photo or identity card, see Manage Photos and Identity Cards.
5. Complete the required fields.
6. If you want to validate an address, see Validate an Address
7. If notifications are enabled, and a new patient registration needs to be sent to the proxy, select Send self-registration link.

   Note:

   This link is enabled when the email address, mobile phone, or home phone fields are populated.
8. Select Add.

   Note:

   Proxy information must be updated separately.

   Note:

   When you add a proxy for a patient who is an unemancipated minor, the proxy is added as a guarantor when you save.
9. Continue with the next steps in the applicable workflow.

Edit a Proxy

1. To edit a proxy, select the existing proxy.
2. If you want to add a photo or identity card, see Manage Photos and Identity Cards.
3. Update the information as needed.

   Note:

   Proxy information must be updated separately.
4. If notifications are enabled, and a new patient registration needs to be sent to the proxy, select Send self-registration link.
5. Select Save.
6. Continue with the next steps in the applicable workflow.

Delete a Proxy

1. To delete a proxy, select the existing proxy.
2. Select Delete.
3. The patient's relationship to the proxy is removed. Continue with the next steps in the applicable workflow.