New MyChart Proxy Access Application Document Scanning Workflow

For All Epic Users
Effective Immediately

Effective immediately, hard-copy MyChart Proxy Access and Healthcare Proxy forms should be scanned into Epic under the patient’s record using the new MyChart/Healthcare Proxy document type. To eliminate redundancy, the MyChart Proxy Access Form and Healthcare Proxy document types have been removed from Epic. This change helps make it easier for our patients to get MyChart proxy access to their loved ones’ accounts, especially important since COVID-19.

As a reminder, patients must complete a printed application. At this time, the form isn’t available electronically, but it will be available soon through DocuSign.

Before scanning the form, verify the following are completed:

  • Proxy information, including email address, phone number and date of birth.

  • Patient information, including phone number and date of birth.

  • Proxy applicant’s relationship to patient.

  • Signature of patient (if applicable) and proxy applicant.

  • Legal authority paperwork when applicable.

Patients can also send completed proxy application forms by fax to 713.394.6475 or email,

For more information, review the Proxy Access Application Workflow for MyChart tip sheet.

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