Creating Proxy Lists

Granting proxy authorization to another clinician or members of a clinical team enables the proxy to perform any activities for which you have granted them authorization, such as signing, refusing and forwarding messages and results.
To grant proxy authorization to another provider or team member, complete the following steps (see pictorial in slide below):

1. From the Inbox menu, select the Proxy Tab and click the Manage button.
2. Click Add.
3. Search for a user by typing last name, first name. Click the binoculars to search.
From the User list select the user that you want to give proxy to. To grant proxy to more than one user use the arrow to move the current user to the additional user's box and continue searching.
4. Specify a Begin Date/Time and End Date/Time. For example, if you will be out of the office for two weeks, specifying the Start Date/Time and End Date/Time ensures the proxy will be able to access your Inbox messages during that period only.
5. To grant permissions to the selected user, highlight Results or other items you want to proxy.
6. Click Grant
7. Click Accept & Next button.

Proxy

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To remove an existing proxy authorization, complete the following steps:
• From the Inbox menu, select the Proxy Tab and click the Manage button.
• All proxies that you have granted are listed in the Proxies Given By Me pane
• Select a proxy.
• Click Remove. The proxy authorizations are removed.
• Click OK.

To view a list of all individuals to which you have granted proxy authorization, as well as specific permissions of each authorization, complete the following steps:

• From the Inbox menu, select the Proxy Tab and click the Manage button.
• All proxies that you have granted are listed in the Proxies Given By Me pane.
• Select the proxy that you would like to view and click Details. The specific permissions that you have granted are displayed.


To view a list of all providers and document types for which you have been granted proxy authorization, complete the following steps:
• From the Inbox menu, select the Proxy Tab and click the Manage button.
• Click the Received tab.
• The users displayed in the Proxies Received by Me pane are authorizations that have been granted to you.
To view detailed information about the privileges granted by a particular user, select user and click Details.