The Release of Information (ROI) Clerk receives the Proxy Access Request form through email or from the Task Queue in the Proxy Management System.
Open PM Office.
Double-click the AccessMyHealth Authorized Representative conversation.
Enter details for the Patient and click Search.
After confirming the details of the patient on the right side, click OK.
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NOTE: If the patient record is not found in CST Cerner, please verify with the requestor that the submitted patient information is accurate. If it's confirmed that the patient truly does not exist in the system, proceed to reject the proxy request. |
The Organization window opens.
Search the Facility Name (SPH St Pauls Hospital).
Click OK.
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NOTE: Any facility can be chosen but for consistency, please choose SPH St Pauls Hospital.
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NOTE: A Proxy for patients aged 12–18 is generally not permitted. However, in specific cases where a proxy may be appropriate, you can bypass this soft stop and proceed with adding a proxy for a patient in this age group. The following message will appear when a patient aged 12-18 is selected:
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The AccessMyHealth Authorized Representative window opens.
Click the New Person icon under Authorized Representative Organizer to start linking an authorized representative.
The Authorized Representative – New Person window opens.
Click on Search for Auth Rep.
Search for the Authorized Representative by entering their information and click the Search button.
Authorized Representative is found in CST CernerAuthorized Representative is found in CST Cerner
Confirm Authorized Representative demographics and click OK.
Proceed to Step 11.
Enter details for Authorized Representative (must include Last Name, First Name and Date of Birth).
Click Search. If no persons found, then click MPI Search.
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NOTE: MPI Search button will only be available if Last Name, First Name and Date of Birth are entered. DO NOT include any additional information.
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Search for Facility (SPH St Pauls Hospital).
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NOTE: Any facility can be chosen but for consistency, please choose SPH St Pauls Hospital.
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Confirm details.
Click on their details.
Click Select or you can just double-click on their details.
The Person Search window populates with the Authorized Representative you chose in MPI Search.
Confirm details of Authorized Representative and Click OK.
Proceed to Step 11.
Enter details for Authorized Representative (must include Last Name, First Name and Date of Birth).
Click Search.
If no persons found, then click MPI Search.
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NOTE: The MPI Search button will only be available if Last Name, First Name and Date of Birth are entered. DO NOT include any additional information. |
Search the Facility (SPH St Pauls Hospital) and click OK.
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NOTE: Any facility can be chosen but for consistency, please choose SPH St Pauls Hospital.
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No matches for Authorized Representative in MPI Search.
In External MPI window No persons found from the MPI Search displays.
Click Close.
DO NOT click Add Person.
Reject the Proxy Access request.
Search the Facility (SPH St Pauls Hospital) and click OK.
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NOTE: Any facility can be chosen but for consistency, please choose SPH St Pauls Hospital.
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The Authorized Representative-New Person window opens.
Select a Relationship.
For Relationship Type, choose Authorized Representative.
For Auth Rep’s Relationship to Person, choose an appropriate relationship from the drop-down.
Enter the Authorized Representative’s email address.
Click OK.
When the Auth Rep’s Relationship to Person is found, the Authorized Representative window opens.
Click Yes.
Click OK.
The Authorized Representative is now linked with the Patient.
Click OK to save and close window.
Modify a Proxy for AccessMyHealth Patient Portal
Remove a Proxy for AccessMyHealth Patient Portal
Do NOT Send Note to AccessMyHealth Patient Portal (Provider)
Do NOT Send Note to AccessMyHealth Patient Portal (Pharmacist)
Send Message to AccessMyHealth Patient Portal Using Message Centre
Review AccessMyHealth Patient Portal Status and Proxy Info in CST Cerner
Clerk
HIM - ROI
HIM - Mgr/Supervisor
HIM - Mgr/Supervisor with Reg/Sched
Proxy Access
Task Queue in Proxy Management System
PM Office
AccessMyHealth Authorized Representative
Published: November 5, 2025
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