Skip to content
Pensieve

Procedure

Sharing with a family member

Walks through a patient granting a family member access to parts of their record, and how that access is later withdrawn.

You share parts of your record with a family member from your patient view. This page walks through granting that access, and how you withdraw it later. Your family member sees only the parts you choose, for as long as you choose.

Before you start

Done.You are signed in to your patient view.
Done.Your family member has their own sign-in, or an invitation to one.
Outstanding.You know which parts of your record to share.

Grant access

  1. 1

    Open sharing

    From your patient view, open Sharing. It lists anyone who holds access to your record now.

  2. 2

    Add the family member

    Choose Add a person. Enter your family member's details, or pick them from an invitation you have sent.

  3. 3

    Choose the parts

    Select the parts to share, such as your visits, your results or your documents. Your family member sees only the parts you select.

  4. 4

    Set how long

    Choose how long the access lasts. Set a fixed end date, or keep it open until you withdraw it.

  5. 5

    Confirm

    Review your choices and confirm. Your family member gains their view, and the grant is recorded on your record.

What your family member sees

A family member reaches only the parts you selected, through their own sign-in. Their every open of your record appears in your access history, the same as any member of staff.

Withdraw access

You withdraw a family member's access at any time. Their view closes as soon as you confirm.

  1. 1

    Open sharing

    Open Sharing from your patient view. Find the family member in the list.

  2. 2

    Withdraw

    Choose Withdraw access beside their name, and confirm the change.

  3. 3

    Check the history

    The withdrawal is recorded. Your access history keeps the account of what was shared and when it ended.

After a withdrawal

Once you withdraw access, your family member's view closes. Your record keeps a history of the grant, so what was shared and for how long stays reconstructable.

Common questions

Can I share only part of my record?

Yes. You choose the parts to share when you grant access. Your family member sees only those parts.

Do I see when my family member opens my record?

Yes. Their opens appear in your access history, beside every other access.

What happens when I withdraw access?

Their view closes as soon as you confirm. The history keeps a record of what was shared.

Review every open of your record in who looked at my record.