1. Lesson Nine: Granting Patient List (Proxy) Access
In this lesson you will learn how to:
Grant Patient List access to another provider
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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.
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3. Granting Patient List (Proxy) Access
To begin granting proxy access, open the Customize Patient List Properties dialog box selecting Properties from the Patient List Menu.
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4. Granting Patient List (Proxy) Access
The Customize Patient List Properties dialog box will display.
Select the Proxy List Tab and click New
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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 or Bayview Medical, 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.
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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.
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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.
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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.
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9. Granting Patient List (Proxy) Access
Once the list is active, it appears in the proxy’s Organizer under Patient Lists.
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10. When you are ready to proceed to Lesson 10: Troubleshooting Patient Lists, please click on the eKiDs logo below:
Lesson Nine