Add or Switch Care Plans

You have the ability to add another patient’s Care Plan to your Patient Portal. This is commonly seen if you have a spouse or children and want to share the same login information.

Important: A health record may only be accessed from one Patient Portal account. Once added, there is not the option to remove the health record. If you try to add a health record that has been accessed in a different account, an error message will appear.

Add a New Health Record

  1. Open the navigation menu using the icon.
  2. Select Settings.
  3. Next, press My Health Records.                                       
  4. Then, select Add Record.                                                  
  5. Including the hyphen, enter the Access Code for the care plan you wish to add and press Continue.
  6. Next, indicate the Date of Birth for the patient and press Access Careplan.      

Switching Health Records

  1. Open the navigation menu using the icon.
  2. Select Settings.
  3. Next, press My Health Records.                                       
  4. The current care plan will be designated by a blue checkmark. Select the desired care plan. The patient’s Date of Birth is displayed for convenience. The app will refresh.