Patients and families
Guardians and caregivers
Record parents, legal guardians, spouses, and caregivers on a patient, and choose who is the primary contact, who receives communications, and who signs.
Most pediatric patients arrive with someone. The Guardians and caregivers card on the record makes those adults first-class instead of a free-text note.
Adding a guardian
Add guardian: first and last name, relationship (Parent, Legal guardian, Spouse, Other), phone, email, and preferred language. Then three switches:
- Primary contact: the main contact for the patient. Only one guardian can be primary; setting it moves it.
- Receives communications: appointment reminders and patient messages are routed to this person.
- Legal signer: authorized to sign consents and agreements on the patient’s behalf.
How the roles are used
- Portal invitations and reminders go to communications contacts, in their language.
- Consents (telehealth, intake agreements) are presented to the legal signer.
- Messages from the portal show which guardian wrote.
Editing and removing
Edit changes details or roles; Remove takes the person off the record (the audit trail keeps the history).
Frequently asked questions
Can two parents both receive reminders?
Yes. Receives communications can be set on more than one guardian. Only one guardian can be Primary contact.