Adding a Legal Guardian

In this article:

• Adding a Guardian During the Invitation Process
• Adding a Guardian to an Active Patient
• Deleting or Changing a Legal Guardian

There are two ways of adding a legal guardian - during the invitation process and through their patient card.

Adding a Guardian During the Invitation Process

1. Navigate to your account by signing into the Provider Portal.

2. Click on the button that says Invite a Patient.

3. Fill out the patient info form, including their treatment type and first scan date, then click the button marked Invite.

Adding a Guardian to an Active Patient

1. Navigate to your account by signing into the Provider Portal.

2. Search the patient who requires the guardian and click on their name to open their patient card.

3. Click on the plus sign next to Add Legal Guardian.

4. Fill out the adult's name, click anywhere around the box to confirm, and click Save Changes.

Deleting or Changing a Legal Guardian

1. Hover your cursor over the name of the legal guardian and click on the pencil icon that appears to the right.
2. The editing box appears where you can either change the name or remove it by deleting both first and last names.
3. Click anywhere on the box to confirm the entry/deletion.