What is the Representative option used for?

Your patient can designate a representative role for their OnPatient account.

This option can be especially useful for parents/guardians who want to manage health records and doctor/patient communication information for their minor children.

Please note: Both users must have an existing account with OnPatient.

1. Log in to the onpatient account of the person you are trying to gain access to.

For example, if a parent is trying to gain access to their child's account, they will need to log in to their child's OnPatient account using their email address and password. Once logged in select the patient's name at the top right corner.

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2. Select Representatives.

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3. Select the option Who Represents Me and enter the email address of the person trying to gain access to the account. Click the Search button.

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4. Once OnPatient recognizes the Parent/Guardian's or other representative's email address, select the green Allow (Representative's Name) to Represent me with (Provider's Name) button.

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5. Once approved, the representative's name will appear in the section. Click Remove to delete a person from the representative list.

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After they have been set up, representatives can send messages on behalf of the person they represent and access the Health Profile of the person they represent.

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They can click on the name of the person they represent to access their Health Profile.

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