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For family members and caregivers · 3 min readYou’ll need an invitation email from the patient’s provider’s office before you can get started. If you haven’t received one, contact the practice directly. Practice staff: see Granting Family and Friends Access instead.
Set up your account
Register and verify your access for the first time
Switch between charts
Move between patient charts after you are logged in
Register your account
You will receive an invitation email from Elation. Click Create Your Account in the email to open the registration page, then create a password and agree to the Terms of Service.
Verify your access
After registering — or the first time you log in after receiving access to a new chart — you will be asked to verify that patient’s date of birth.
Switch between patient charts
Once logged in, select your profile icon in the upper right corner of the header. A Switch patient view menu lists all patient charts you have access to. Select a chart to switch to it. A banner at the top of the page confirms whose information you are viewing whenever you are not viewing your own chart.
What you can see
The practice controls what information is visible to you. Depending on the sharing settings configured when your invitation was sent, you may see a subset of the patient’s clinical information rather than the full chart. Contact the practice if you have questions about what is shared with you.Remove access
To remove your access to a patient’s chart, contact the practice and ask them to revoke it.Frequently Asked Questions
Can I manage access to multiple patients with one login?
Can I manage access to multiple patients with one login?
Yes. A single Patient Passport account can hold access to multiple patient charts. After logging in, use the Switch patient view menu in the header to move between them.
What if 'This is me' is not available for a chart?
What if 'This is me' is not available for a chart?
This means another user has already claimed that chart. You can still select I manage their care as a caregiver or guardian. Contact the practice if you believe there is an error.
Can I add myself to a patient's chart without an invitation?
Can I add myself to a patient's chart without an invitation?
No. The practice must send you an invitation before you can access a patient’s chart. Contact the patient’s practice to request one.
What if I removed a chart by mistake during verification?
What if I removed a chart by mistake during verification?
Contact the practice directly and ask them to send a new invitation.
Does the patient know I have access to their chart?
Does the patient know I have access to their chart?
Access is managed by the practice. Contact the practice for details on how they notify patients about access grants.