Adding Authorized Representatives

You can add a patient-authorized representative to access the patient’s portal if the patient is under age.

1. Log into the provider portal as a practice administrator. For more information, go to Logging into the Provider Portal.
2. Click Administration and select User Accounts.
3. Select Patient from the Access Type drop-down menu.
4. Search for and select a user.

5. Click Add Authorized Representative.

6. Record the name, email address, portal user name, and password of the patient's authorized representative.
7. Select the Authorized Representative Waiver Accepted check box when the patient’s authorized representative has accepted the waiver. This check box must be selected in order for the authorized representative to access the patient’s portal.
8. Click Save.