Relations

February 26, 2026 20:18

Manage Relations

The Relations tab lets you add trusted individuals as authorized representatives, giving them access to your patient portal. Only add people you want to securely view and manage your personal health information.

Here are some common ways patients use the Relations feature:

Family support and shared decision-making: Add a spouse, parent, or adult child who helps manage your care, such as reviewing lab results, communicating with your care team, or assisting with appointments.
Caregiver access: Give your home health aide or caregiver access to track medications or receive visit reminders.
Legal or power-of-attorney access: Allow someone with medical power of attorney to securely handle your health information and billing.
Emergency contact access: Grant access to someone who may need your health information during a hospital stay or urgent situation.

View and add relations

From the patient dashboard navigation menu, tap More.

Tap Relations.

Relations are displayed with their basic information and have their relationship shown in the upper right of the card.

Tap Add New Relation at the bottom of the relations list.

Please make sure to fill out all required fields (marked with an asterisk) in the General Information, Personal Information, and Contact Information sections.

Select either email or text message, depending on the Relation's preferred communication method. Then, tap Send Invite to set up the account.

The relation will get the registration link through the method you selected, either by email or text.

Sort list

Tap the Sort feature to change how the relationships are ordered. You can choose to sort the list alphabetically by Name or by Relationship.