How do I add or remove a patient's family access?

How do I add or remove a patient's family access?

Who can do this: clinicians and coaches with access to the patient's chart, and clinicians or coaches who own the clinic. Admins and front office can only see the list.

Open the patient's chart, then Privacy & Consents. Family access is below the consents.

Add a family member

The person needs an account at your clinic. Verify who they are first. You can't add yourself.

1. Click Add family member.
2. Enter their email and choose their relationship to the patient.
3. Check only what they need.
4. Leave Complete and sign forms on the patient's behalf unticked unless they will sign forms. See below.
5. Add an end date if access should stop on its own.
6. Click Send request to patient.

No access starts until the patient accepts in their portal. If the email isn't found, the person has no account at your clinic. Click Withdraw to cancel a request sent by mistake.

Let a family member sign forms for the patient

Tick Signing forms for the patient only after confirming the person's authority, and choose the matching relationship:

• Patient under 18: a parent, or a court-appointed legal guardian. For a patient aged 12 to 17, they can't complete forms about the patient's reproductive or sexual health, pregnancy, contraception, gender identity, genetics, abuse or violence; the patient completes those.
• Patient 18 or over: a court-appointed legal guardian, or the agent under a healthcare power of attorney. No other relationship can sign for an adult.

At 18, a parent's form permission stops. If they've become the guardian or healthcare agent, add their access again with that relationship.

The patient must accept "Complete and Sign Forms" in the request. The family member confirms their legal authority on each form, and the certificate records it. The form must also allow it: see How do I build a form and assign it to a patient?. People who can sign show Can sign forms.

To add this permission to existing access, you need the patient's written request: click Revoke, record the request and that they asked for access with form signing, add the person again with it ticked, and the patient accepts.

End a family member's access

You need the patient's written request first.

1. Click Revoke next to the person.
2. Record where and when the request arrived, and what the patient asked for.
3. Click Revoke access.

Access stops immediately, including any form they have open. The patient and family member are notified; the family member doesn't see the reason.