Manage Relations

View authorized relations

Tap More in the bottom navigation bar.

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Tap Relations.

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

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Sort relation list

Tap Sort by to change how the relations are ordered.

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Tap the option you'd like to sort by, or tap Cancel to return to the list.

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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.

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Complete the General Information for your relation.

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Complete the Personal Information for your relation.

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Complete the Contact Information for your relation.

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Tap Send Invite to create the account.

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The relation will receive an email containing the registration link.

 Available beginning Monday, August 5th, 2024 for some customers, new representatives can be invited to register for the portal via text message. The update will begin gradually and will be fully implemented for all customers by Thursday, August 8th, 2024. 

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Edit an existing relation

Tap the three dots in the upper right of a relation.

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Tap Edit to make changes to the relation's information, or tap Cancel to close the actions menu.

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Tap on any field to make changes to the information.

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Tap Save to update the relation with your changes.

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Remove a relation

Tap the three dots in the upper right of a relation.

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Tap Delete to remove the relation, or tap Cancel to close the actions menu.

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Tap Delete to confirm you want to remove the relation.

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