1. Proxies
Granting proxy authorization enables another provider to access your Inbox Documents and handle them for you.
Your proxy can review, sign, refuse, and forward messages in the folders to which you have granted authorization.
When granting proxy authorization, you specify the provider, the specific Inbox folders, and a date range.
It is recommended that proxy is given to all of the document folders
Lesson 4 Proxies

2. Managing Proxies
When first accessing Proxies, the tab will appear blank. You will
need to set up your Proxies.
Steps to set up your Proxies tab:
Click on the Proxies tab
Either select Manage or from the menu bar select Inbox/Manage Proxy
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3. Adding Proxies
To proxy your Inbox to other physicians, complete the following
steps.
Select the Add button
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4. Adding Proxies
Type the physician’s name that will be granted proxy rights to your Inbox
Enter in the Begin and End date the physician will have proxy rights. The default setting grants 30 days
Select Grant All to grant the physician proxy rights to all items in your Inbox (Recommended)
Or..
Select a specific section of your Inbox to grant to the physician and select Grant
Select OK
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5. Adding Proxies
The physician that you granted proxy rights to will now show up in
the Given proxy tab.
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6. Adding Proxies Select OK
A Settings saved successfully window will appear. It is important
that you Select OK on the message below or your settings will
not be saved.
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7. Adding Multiple Proxies
Multiple proxies can be granted at one time
To set up multiple proxies, complete the same steps as adding a
proxy.
Once you enter the physician name, select the down arrow to add that physician to Additional Users box
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8. Adding Multiple Proxies
Enter the next physician’s name in the space provided.
Select the down arrow to move the physician to the Additional Users box.
Keep adding the desired physicians. Do not move the last physician into the Additional Users box.
Grant the desired inbox sections to the physicians.
Once complete, select OK.
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9. Removing Proxies
Should you need to remove a proxy, complete the following steps:
From the list of physicians who have proxy rights to your Inbox, highlight the name you would like to remove
Select Remove
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10. Removing Proxies The physician will now fall off the list. Select OK
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11. Proxy Details
To view proxy details you have given to another physician, complete the following steps:
From the Proxy screen, select the physician’s name whose proxy details you would like to view
Select Details
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12. Proxy Details
The proxy details for that physician will now appear. You can edit the
end date or folders from this view, after doing so, select OK or
Accept and Next if viewing more than one physician.
Lesson 4 Proxies

13. To move on to Lesson 5 Viewing Documents from
PowerChart, click on the icon below
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