Manage Relations
View authorized relations
Tap More in the bottom navigation bar.
If you don't see the navigation bar, tap X in the upper left to close the page you're on.
Tap Relations.
Relations are displayed with their basic information and have their relationship shown in the upper right of the card.
Sort relation list
Tap Sort by to change how the relations are ordered.
Tap the option you'd like to sort by, or tap Cancel to return to the list.
- Name
- Sorts the relations list alphabetically by their name.
- Type
- Sorts the relations list by their relationship.
Add a new relation
Adding a relation will allow that person to log into your patient portal as an authorized representative. Only add individuals here that you intend to have access your personal health information.
Tap Add New Relation at the bottom of the relations list.
Enter your relation's basic information.
Add personal information for your relation.
Assign a username and create a password. Your relation can change this password at any time.
Your relation will not be notified automatically about their account. Make sure that you provide the username and password to them directly.
Add your relation's contact information.
Tap Save to create the account.
Edit an existing relation
Tap the three dots in the upper right of a relation.
Tap Edit to make changes to the relation's information, or tap Cancel to close the actions menu.
Tap on any field to make changes to the information.
Tap Save to update the relation with your changes.
Remove a relation
Tap the three dots in the upper right of a relation.
Tap Delete to remove the relation, or tap Cancel to close the actions menu.
Tap Delete to confirm you want to remove the relation.
