Assigning a MyChart Adult Proxy

Did you know that as an adult, you can allow someone access to your MyChart account in place of or in addition to yourself? This is called proxy access. As long as you fill out our MyChart Proxy Access Form, we can give that person(s) proxy access to your personal MyChart account.

This access gives adult proxies the ability to view information such as scheduled appointments, patient instructions from prior visits, and the ability to review other medical information like allergies, medications, test results, and current conditions. Proxies are also able to communicate with the office by sending or replying to messages, requesting medication refills, and canceling or booking new appointments. Also, for individuals without email addresses, a proxy has the benefit of receiving important emails from your provider’s office through MyChart by using their own email account.

What Can Someone With Proxy Access Do?

  • View upcoming appointments
  • Coordinate and schedule appointments with the different care team providers
  • Receive email reminders for appointments
  • Track attended visits and view the After Visit Summary for visit details and patient instructions
  • Find out when Health Maintenance tests/procedures are due
  • Request medication refills
  • Monitor current medications and their dosages
  • Receive email updates when test results are available
  • Monitor test results and their trends over time
  • Communicate with the care team on MyChart regarding non-urgent medical questions
  • Keep track of new and monitored diagnoses
  • Be aware of documented allergies and medical history

Providing access to a family member or friend can be valuable, especially for those with multiple complex medical conditions and appointments with many different care team providers. Having another person there to help you manage your health can take some of the pressure off of you.

How Do I Make Someone My Proxy?

If you have someone designated as your emergency contact or patient representative already, they are not automatically granted proxy access. You will need to speak with the patient service specialist at the front desk when you are in the office so you can complete and sign the Proxy Access Request form. Your proxy is not required to be present in order to give them access.

If you have any questions about assigning a health proxy, please contact your primary care provider’s office.

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