Managing Delegates FAQ
- 1. Can a delegate access data on my behalf?
- 2. How do I "link" a delegate to my account?
- 3. Can I have multiple delegates linked to my account?
- 5. Is there a way to see which patients a delegate searched for under my delegation?
- 4. Can I remove a delegate from my account?
- 6. Where can I get more information about auditing my delegate(s)' access to patient reports?
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1. Can a delegate access data on my behalf?
Back to topAnswer: Yes.- After a delegate has created an account they will have no access to data unless approved by a supervisor.
- Supervising account holders are accountable for all data accessed by the delegate.
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2. How do I "link" a delegate to my account?
Back to topAnswer: If an individual registers as a delegate and selects you as their supervisor, you will receive email notification that a delegate account is pending your approval. Note: If the request is not acted upon, the system will send weekly follow-up emails advising you that action is still required.
- Click Delegate Management. New delegates are identified as “Pending.”
- Approve or Reject the delegate
- For additional details see Delegate Management Tip Sheet
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3. Can I have multiple delegates linked to my account?
Answer: Yes and delegates can be linked to multiple supervisor accounts.Back to top -
5. Is there a way to see which patients a delegate searched for under my delegation?
Answer: Yes, Rx Search/ Request History. Request History displays the last 120 days of searches performed by you or a delegate on your behalf. A formal audit is required quarterly. See Request History Tip Sheet.Back to top -
4. Can I remove a delegate from my account?
Answer: Yes, User Profile, select Delegate Management. Highlight the appropriate delegate's name. Select Reject, then Remove.Back to top -
6. Where can I get more information about auditing my delegate(s)' access to patient reports?
Answer: Please see Delegate Audit FAQ.Back to top