1. Lesson 8: Granting Patient List [Proxy] Access
In this lesson you will learn:
Grant [Proxy] Patient List Access to another Provider
Patient Lists

2. Granting Patient List (Proxy) Access
A user can grant another user access to their Patient List if this security option is enabled for both users. (Otherwise this functionality is not enabled and will be grayed out.)
This feature may be helpful when one person is out of the office and another person is assigned to those specific tasks.
Patient Lists

3. Granting Patient List (Proxy) Access
To begin granting proxy access, Open the Customize Patient List Properties dialog box by selecting Properties from the Patient List menu OR click the Properties icon on the Patient Toolbar.
Patient Lists

4. Granting Patient List (Proxy) Access
The Customize Patient List Properties dialog box will display.
Select the Proxy List Tab and click New.
Patient Lists

5. Granting Patient List (Proxy) Access
You can select to proxy to a Group or to a Provider.
For the Group option, select a Provider Group, such as Chesapeake Pediatrics, from the drop-down list.
For the Provider option, enter the Provider information into the Provider field. If more than one name matches the entered criteria, Multiple Matches will be displayed. Click on the binoculars icon to display all matching listings.
Patient Lists

6. Granting Patient List (Proxy) Access
After you have determined who you want to access to your Patient List, select the appropriate access level for them within the Access drop-down box.
Patient Lists

7. Granting Patient List (Proxy) Access
If applicable, enter the End date and Time to determine the expiration date for the proxy’s access. If no end date is specified, the user will always have access to your Patient List.
Click Apply. Then click OK to save the proxy information and return to the Patient List.
Patient Lists

8. Granting Patient List (Proxy) Access
When the proxied Provider accesses List Maintenance, the proxied list will display in the Available Lists window.
The name of the person who granted access to the Patient List is also displayed in parentheses. The user must make the list active (by moving it to Active Patient Lists) for it to display in their Patient Lists in the Organizer. Then, click OK.
Patient Lists

9. Granting Patient List (Proxy) Access
Once the list is active, it appears in the proxy’s Organizer under Patient Lists.
Patient Lists

10. When you are ready to continue your training, click the icon above.
End of Lesson Eight
When you are ready to continue your training, click the icon above.
Patient Lists