Profile (Switch User) Menu

The Profile (Switch User) menu is available from the top row header on every page of Patient Portal.

The profile lets you view highlighted profile information for the patient in context.

You can also use this menu to:

• Profile: View and update your profile, including:
  • Demographics: Review and update personal details.
  • Insurance: Add or update up to three insurance information and responsible parties.
  • Care team: See details about your primary care provider. This information is read-only and added by your care team
  • Emergency Contacts: Update your list of emergency contacts. You have up to three emergency contacts listed.
• Send Record: View and send all or part of a health record with a provider.
• Download Record: View and download all or parts of a health record to your device as a Continuity of Care Document (CCD) in .PDF or .XML format.
• Settings: View and update your account settings, including:
  • Account: Manage the settings for your account. You can change your display language or password and review your organization's Terms of Use and privacy policy.
  • Access Logs: View a list of actions performed by you or your authorized representative in the health record.
• Help: View your organization's contact information and Help files.
• Sign Out: End your current Patient Portal session.

If you are an authorized representative with access to other connected accounts, you can also use the User (Switch User) menu to switch your view to those other accounts.

Note:

The ability to view content for each account depends on the confidentiality and sensitivity restrictions set by your organization.

See Accounts and Profiles for more information about viewing and updating your profile and account settings.

See Health Records for more information about viewing and sending a health record.