Please read this article in its entirety for clarity.


You can create Connections between profiles for family members and dependents who are not able to manage their own accounts, such as children and the elderly. When these connections are made, you will have the option to allow permissions for things like:

  • Managing Appointments (booking, cancelling, receive notification, review upcoming appointments)
  • Managing Messages to and from their clinic


The first step towards creating a connection to your profile is by finding the Connected Accounts tab in the My Account settings of the Portal.



Once you have opened up the Connections tab, you will be able to search the patient you are trying to connect profiles with. To search you will need to fill in 4 fields:

  • First name
  • Last name
  • Date of birth
  • Personal Healthcard Number


Once all of these fields have been filled in, you are free to press Search. 


The caregiver who is searching for a patient also needs to share at least of one of the following with the patient as the information appears in the patient's EMR chart:

1. email address

2. home phone number

3. postal code

                                            


When you press Search, if all the information is correct, that person will be added as a connection to your account. 


For family connections with children under the age of 16, a registered patient/caregiver can be given consent automatically without further action.


For adults over the age of 16, both adults must be registered with unique email addresses, and one person makes a successful search for the other patient.  Adhering to privacy regulations, a person cannot be given consent just because they made a successful connection.  The other patient must grant consent by checking on the boxes "Can Manage Appointments" and "Can Communicate with the Clinic" check boxes.  

  

The process for this scenario is as follows:

  1. Patient A is invited to join the Portal and registers.
  2. Patient B is invited to join the Portal and registers.
  3. Patient A searches for the family member using the steps above.  Should patient A wish to GIVE consent to patient B to manage E-booking and Messaging, then patient A can do so at this time.
  4. Patient B now has an active connection with patient A. If patient B wishes to GIVE consent to patient A, then patient B can check on those boxes mentioned above.  See picture below.

 


If there is only one registered patient/caregiver A trying to connect to an adult dependent/patient B, then they would only be able to search for patient B and make the initial connection. However, patient/dependent B would be stuck because patient B is not registered to give consent. In this case, patient/caregiver A would need to contact the clinic, submit a consent form if necessary, and make a request for the clinic to intervene with the consent.