Add a Proxy to a Patient's Portal Account

The content in this article is relevant to the OP Patient Portal, powered by InteliChart.


A Proxy is a person who is authorized to view a medical record. A Proxy can have access to the medical record indefinitely or expire by a specified date. A Proxy may be assigned, for example, in cases of child welfare.

Add a Proxy

  1. Navigate to the Patient Administration: Navigation Panel > Patient Administration.
  2. Click the Account button in the Search Patients panel. 
  3. Enter information in one of the search fields: Last name, First name or Date of Birth. 
  4. Click the Search by drop-down menu and select a search option.
  5. Click the Search button.
  6. Click the Select button in the Actions column or the Patient Name to display the Patient Account page.
  7. Click the Actions drop-down menu and select Add Proxy.

  1. Complete the Add Proxy Association information:
  1. First Name: Enter the First Name of the proxy.
  2. Last Name: Enter the Last Name of the proxy.
  3. Gender: Select the Male or Female radio button.
  4. DOB: Select a Month, Day and Year from the drop-down menus to select the date of birth of the proxy.
  5. Cell Phone: Enter the Cell Phone Number.
  6. Email: Enter the Email Account for the proxy.
  7. Relationship: Select a Relationship of the proxy to the patient from the drop-down menu.
  8. Proxy End Date (optional): Enter the End Date the proxy will have access to the patient information on the Patient Portal. Note: Each Proxy's End Date must be handled individually.
  9. Select the checkbox to confirm the authorization has been approved.

  1. Click the Submit button. An invitation is sent to the email address of the Proxy Association. The Proxy will accept or reject the access.
  • Accept access: The Proxy will be taken to the Create and Account tab of the OP Patient Portal where he/she will complete the registration and identity verification process.
  • Reject access: The Proxy will not be given access to the patient's records.

Remove a Proxy

The removal of a Proxy from a patient's portal account can be done by the Patient on the OP Patient Portal or by a practice user on the OP Practice Portal. 

  • From the OP Patient Portal: My Account > My Account > Associated Accounts section > select Proxy > Remove Association
  • From the OP Practice Portal: Patient Administration > Search for and select patient > Associations section > Remove Access