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Patient Portal Proxy Setting Ideas?

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Hello, we are just now starting to plan on rolling out eCW’s patient portal proxy settings. As we prepare to do so, we are trying to determine what services to offer portal patients and proxies of different levels. For example I’m interested in what portal options you all make available for these groups:

Proxy Full Access (So a typical parent who is full proxy for their 0-12 year old child.)

Proxy Limited Access.So when State specific settings kick in and a proxy moves to partial access from full. (So a child who turns 13 and our setting move any of their proxies to from “full” to “partial.”)

Teen who is now 13 and now get their own limited access as their parents move to partial proxy access.


So different settings on the portal we are considering activating or deactivating as people move into different types or proxy include:

Messaging to provider teams
View Lab Results
View Billing Statements
Requesting patient appointments
Requesting Refills of current medications
Bill Pay Online

We are just struggling to decide how to navigate these options. What happens to a parent who has full access who then gets limited proxy for their child. How does their access change? What does a teens portal look like at your organization? What can that kid do or see online? Now that their parents are now partial proxies, what can the parents do/see? We want to protect the privacy and rights of our patients without opening ourselves up to complications and complaints from patients. I’d love to hear or talk to anybody who has navigated these waters, things you’ve learned or maybe had to change, and what you do no. Feel free to message or PM me and I’d be happy to connect however you are willing. Thanks so much for any insight!


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