Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt

Use this file to discover all available pages before exploring further.

For practice staff · 2 min readYou’ll need staff-level access to patient charts in Elation EHR. Family members and caregivers: see Family and Friends Access — Caregiver Guide instead.
Family and friends access lets a parent, guardian, caregiver, or any trusted person view a patient’s chart in Patient Passport using their own login. Your practice controls who receives access and what they can see.

Grant access

Send an invitation to a family member or caregiver

Revoke access

Remove a family member or caregiver’s access to a patient’s chart

​
How it works

When you grant family and friends access, the person receives an invitation email to register for Patient Passport — or, if they already have an account, a prompt to accept the new chart access. Once they log in, they can view the patient’s information according to the sharing settings you configured. A single Patient Passport account can hold access to multiple patient charts. For example, a parent can use one login to access charts for two children at your practice, or charts across different practices.

​
Grant access

1
In the patient’s chart, click the Passport icon (the globe) at the corner of the patient’s profile picture.
2
Click + Add access.
3
Enter the person’s First name, Last name, and Email.
4
Review Sharing Options to set how much of the Clinical Profile they can see.
5
Click Save & send invitation.
Add Access
Proxy Modal
If the person already has a Patient Passport account, they will receive a prompt to accept the new chart access rather than a new registration email.

​
Revoke invitation

1
In the patient’s chart, click the Passport icon (the globe).
2
Click Revoke invitation next to the family member or caregiver’s name.
3
Click Save.
Revoke Proxy

​
Disable access

1
In the patient’s chart, click the Passport icon (the globe).
2
Click Disable access next to the patient’s name.
3
Click Save.