CREATE - Primary & Subordinate Accounts

Notes:

• Patient Access to their Portal requires a unique Username and Password.
• A Patient can be designated as a Primary Account holder with unlimited Subordinate Accounts.
• Primary and Subordinate Accounts are designed for parents/guardians of minors but apply to any oversight relationship compliant with HIPAA.
• Primary Account holders have full access to their Subordinate’s Portal; Subordinates have NO access to the Primary’s Portal.
• The Primary-Subordinate relationship is established via identical email addresses.
• When multiple Patients share an email, one is designated Primary; others become Subordinates automatically.
• Set up the Primary Account holder first whenever possible.

Steps to Assign a Subordinate Account:

1. Select the “Patients” area in the green, left-hand side menu.
2. This opens the “Patient List”.
3. Locate the Patient to be named as “Subordinate” using the search bar or manual scrolling.
4. Select the desired Patient from the "Patient List".
5. This opens the Patient’s "Patient Dashboard" page.
6. Select the green “Patient Profile” button in the “Patient Details” section.
7. This opens the “Patient Profile” page.
8. Locate “Account” in the “Contact Info” section.
9. Select the grey “Select a Primary Account” button, then choose an existing Patient as their primary account.
10. The Primary Account Holder’s name, phone, and email will populate in the Subordinate’s Contact Info.
11. When finished, select the blue “Save” button at the bottom of the page.

Note: If the identical email exists in another Patient Profile, the “Primary” button is disabled and a hint states “Primary Account Holder: PRIMARY’S NAME”.