View Proxy Relationships

The Proxy Relationships section of the Details tab shows a list of people the patient has a proxy relationship with. Portal Authorized Representatives can call to set up an account for a proxy. For example, a parent may want to set up a patient portal account for their child so they can manage their child's health care and set up appointments.

As a proxy or authorized representative, the patient portal user can make healthcare-related decisions for the people on the list. For example, parents may be displayed in the Proxy Relationships tab for children who have the patient portal account.

When you create invitations, you can select who the invitation is for based on the proxy relationships.

The following information is displayed in the Proxy Relationships section:

• Patient ID: The first name of the person for whom the Patient Portal user is a proxy.
• Full Name: The last name of the person for whom the Patient Portal user is a proxy.
• Relationship Type: The relationship between the Patient Portal user and the proxy.
• Relationship Code: A system-generated code that identifies the relationship.
• Email: The proxy's email address.