Patient Portal Proxy Access

Getting proxy access to your loved one's patient portal

Proxy access lets you see another adult's medical records through your own portal account. It's something you set up with the hospital directly — not through Wellet. Here's how it usually works.

What is proxy access?

Proxy access (sometimes called "caregiver access" or "family access") is permission from your loved one that lets you view their health records inside your own patient portal account. Once it's set up, you can see labs, medications, visit summaries, and appointments the same way you see your own.

It's granted by the hospital and controlled by the patient — they can revoke it at any time. Wellet has no role in that process.

Why Wellet can't do this for you: proxy access is a legal authorization between your loved one and their hospital. Every health system manages it through their own portal and forms. We're not in that loop — but once you have it, Wellet can read those records alongside anything you upload manually.

Two common ways to get it

Most major U.S. hospitals run on a platform called MyChart (from Epic). The exact steps vary by health system, but these two paths cover the majority of cases.

Path 1 — Your loved one invites you (fastest)

Works when your loved one already has an active portal account and can log in.

  1. Have them log into their MyChart or patient portal on a computer or phone.
  2. Open the menu and look for Sharing, Sharing Hub, or Share My Record.
  3. Choose Friends and family access (or similar) and select Invite someone.
  4. They fill in your name and email, accept the terms, and send the invite.
  5. You get an email with a link. Click it, sign into (or create) your own MyChart account at their hospital, and confirm by entering their date of birth.

Timing: usually minutes, not days.

Path 2 — Paper or PDF authorization form

Works when your loved one can't easily use the portal, or when the hospital requires extra verification.

  1. Download the hospital's adult proxy authorization form (each system has its own — links below for common ones).
  2. Your loved one signs it, giving you access. You'll usually need to include a copy of your government-issued photo ID.
  3. Return the form to the hospital's Health Information Management office — often by email, fax, or in person at a visit.
  4. The hospital reviews the request and sends you an activation code by email or mail.
  5. Use that code to link their record into your MyChart account.

Timing: typically 2–5 business days, depending on the hospital.

If your loved one is incapacitated (for example, with advanced dementia) and can't consent, most hospitals require a different form plus legal documentation — like a healthcare power of attorney, durable power of attorney for healthcare, or legal guardianship papers. Contact the hospital's Health Information Management office; they'll tell you what they need for that situation.

Direct links for common health systems

These go straight to each hospital's own proxy-access page. Language, forms, and timelines are set by them — not Wellet.

Duke Health
My Duke Health proxy info →
Johns Hopkins Medicine
MyChart proxy access →
UNC Health
My UNC Chart →
Cleveland Clinic
MyChart at Cleveland Clinic →
Mayo Clinic
Patient Online Services →
Kaiser Permanente
Act on Behalf →
UCLA Health
UCLA MyChart →
NYU Langone
MyChart at NYU →

Don't see your hospital? Search "[hospital name] MyChart proxy access" — most health systems have a dedicated page with their form and instructions.

While you're waiting

You don't need proxy access to start using Wellet. You can:

Once proxy access is active, you can connect the portal from Records › Connect Health Records and the rest flows in automatically.