Proxy access enables, you (the Representative) to view and manage your family member’s (the Patient’s) medical records within MyChart. Depending on the access level granted, designated proxies can view information such as upcoming appointments, messages, test results and more. Here’s how to set up proxy access based on your situation.
Granting Proxy Access to a Child Patient’s Account
Granting Proxy Access to Another Adult Patient’s Account
To grant an adult Representative access to an adult patient’s medical record, the patient can complete a simple MyChart Proxy Access Authorization Form, which includes the patient’s consent to grant proxy access.
Requesting Proxy Access to an Adult Patient’s Account by an Adult Child or a Legal Guardian
The Representative can complete a simple MyChart Proxy Access Authorization Form and provide proper identification and supporting legal documentation as required, such as a court order or durable power of attorney for health care (DPOA).
If the Representative has received care from a Summa Health care provider, there are two ways to sign up:
1. Sign up online here.
2. Have your care provider or the provider’s front desk staff member send you an activation link at your next visit.
If the Representative has never received care from a Summa Health care provider:
Go to MyChart self-sign-up and submit a quick 3rd party identity verification in order to create a patient record.
What if the Patient is not able to submit a proxy request?
A Representative can obtain proxy access from the Patient’s care provider or a provider’s front desk staff member.
Proxy access and allows a parent (or guardian) to log into their personal MyChart account and then securely connect to information regarding their family member.
Proxy Access to a Child's Account
Consenting Adult to Adult Proxy Access
In the case of an adult Representative accessing a consenting adult's record, such as a spouse, we ask that the Patient provide the MyChart Proxy Access Authorization Form (the form includes your consent for this type of access).
In the case of an Adult Child or a Legal Guardian Requesting Proxy Access for an Adult
We ask that the Representative bring in the MyChart Proxy Access Authorization Form with proper identification and supporting legal documentation if required, such as a court order or durable power of attorney for health care (DPOA).
Proxy access does not make you responsible for the bill. The guarantor is the person responsible for paying the bill. You can find the guarantor name and account number on your statement.