Adding an Authorized Representative

The Patient Portal lets you add an authorized representative to a patient's account. That person can access the portal on the patient's behalf. To add an authorized representative:

1. Log in to Patient Portal as the patient.
2. Click the link in the lower left that is labeled, "Manage Authorized Representatives"
3. On the page that follows, you will either see a list of already authorized representatives or an indication that none were added prior. Click on the "Click here" link to add a new representative.
   


4. On the next page, enter information for the authorized representative into the required fields.
5. Click 'Update'.
6. The Authorized Representative should now appear in the list on the patient's account.

When an authorized representative associated with multiple patients in the Patient Portal sends a secure message, the system will prompt them to identify which patient that message concerns. As a result, you can right-click on that message and choose Save as Collateral, both from the Secure Messaging inbox and the Secure Messaging sent folder within ClinicTracker. The system will save the message for the identified patient.