Act as a Care Manager

A Care Manager is a signed-in Platform User invited to run Patient Portal activity for a Supported Patient. This is not guardianship, power of attorney, or consent authority.

You may also have your own patient profile. Email alone does not decide whether you are the patient or the Care Manager.

Supported Patient charts without a login

A clinical chart can exist as a Known Identity Patient with no Platform User on that person. Clinic staff can mark that chart as a Supported Patient and invite you. The Supported Patient does not need their own login for you to manage portal activity after you accept.

How the clinic invites you

You do not create this relationship yourself. Authorized staff invite you from Patients:

1. They open Patients in the Organization Portal (IPS) or the Independent Portal.
2. They open row actions → Care Manager.
3. They choose Mark as Supported Patient when needed.
4. They enter your Platform User email, Look up User, then Invite Care Manager.

Access starts only after you accept. Staff steps for IPS seats: Patients and Care Managers. Independent Providers: Clinical work.

Accept an invitation

1. Sign in to the Patient Portal with the verified email on the invite.
2. Open Care Manager invitations on the patient dashboard.
3. Accept the relationship terms. The product text states this is not guardianship or consent authority.
4. Invites expire after seven days. Ask the clinic to Reissue if the invite expired, or Revoke if it should not stay open.

Your email stays yours

The clinic looks up your Platform User email. That address is not stored as the Supported Patient’s own email. Never ask staff to put your email on the patient’s chart so care can start.

Switch who you act for

1. Use the Patient picker in the Patient Portal header.
2. Choose yourself (You) or a managed patient. The header shows Acting for plus the name when you are not acting as yourself.
3. Book, review appointments, and use membership benefits that already exist for that patient.

Limits while you act for someone else

• You cannot buy a new membership for a managed patient from this role.
• Your own membership stays on your own patient profile.
• Care Manager status does not let you sign informed consent as the patient. The clinic captures consent with the signer mode the encounter requires.

Related

• Book an appointment
• Account and membership
• Sign informed consent on a phone
• Patients and Care Managers
• Known Identity at lookup