Manage Relations

View authorized relations

Tap More in the bottom navigation bar.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T144428.117.png

Tap Relations.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T144633.145.png

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

Relations List.jpg

Sort relation list

Tap Sort by to change how the relations are ordered.

Sort By.png

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

Sort By Options Outlined.png

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.

Add New Relation.png

Complete the General Information for your relation.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T144913.460.png

Complete the Personal Information for your relation.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T144931.233.png

Complete the Contact Information for your relation.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T144946.586.png

Tap Send Invite to create the account.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T144946.586.png

The relation will receive an email containing the registration link.

Available Wednesday, July 24th, 2024, your new representatives can be invited to register for the portal via text message.

screenshot-iPhone 15 Pro Max-17.0 - 2024-06-17T151343.186.png

Edit an existing relation

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

Relations_three_dots.png

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

Relation_actions.png

Tap on any field to make changes to the information.

Relation_general_info.png

Tap Save to update the relation with your changes.

Save_relation.png

Remove a relation

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

Relations_three_dots.png

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

Relation_actions.png

Tap Delete to confirm you want to remove the relation.

Confirm_delete_relation.png

 

Was this article helpful?
0 out of 0 found this helpful