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Family Profiles: Access and Manage a Loved One's Care

With Banner Health's Family Profiles, you can manage your own care, give someone you trust access to your information or request access to help care for a loved one.

What is proxy access?

Proxy access lets one person (a “proxy”) act on behalf of another patient.

  • Proxies may be parents, guardians or caregivers.
  • Patients who are able to make their own health decisions can also choose to give someone else access.

As a proxy, you will be able to:

  • View medical records
  • Message the patient’s provider
  • Schedule appointments
  • Request prescription refills
  • Access test results

Each proxy request is reviewed by our Health Information Management Services (HIMS) team. Access stays in place until the patient removes it from their account or Banner Health ends it for another reason.

Who can I request proxy access for?

Children (ages 0–11)

  • Parents or legal guardians can request full access.
  • Access stays active until the child turns 12, when it is automatically removed. Note: Proxy access is not currently available for adolescents ages 12–17.
  • By state and federal law, teens have more privacy rights.
  • Parents or guardians can still request copies of medical records by submitting a request online or visiting a Banner facility.
  • When paper records are provided, access may be limited to protect treatments that require the adolescent’s consent.
  • Arizona follows the Children’s Online Privacy Protection Act of 1998 (Title 15 USC 6501-6505).

Dependent adults

  • If an adult cannot make their own medical decisions, a legal guardian or another authorized individual can request full access.
  • Banner staff will review legal documents such as medical power of attorney.

Capable adults

  • Adults who make their own health decisions can choose to grant access to someone they trust.
  • If you want access to another capable adult’s account, that person must log in and grant it to you.

How do I request proxy access?

For a child or dependent adult

  1. Log in to, or create, a Banner Health account.
  2. Go to “Manage family profiles.”
  3. Select “Add member.”
  4. Select “Child (0-11 years of age)” or “Adult who is incapable of making medical decisions.”
  5. Fill out the patient’s information.
  6. Submit the request. You will get a response within 1–3 business days.

Once approved, you’ll get an email titled "Please accept your authorization request"

  • Log out of your account before clicking the link.
  • Enter the patient’s date of birth and ZIP code to finish connecting.

The account will then appear on your Family Profiles page.

For a capable adult

That adult must log in to their Banner Health account and invite you to be their proxy.

How do I grant access to my own account?

Follow these steps to send an access invite:

  1. Log in to, or create, a Banner Health account.
  2. Go to “Manage family profiles.”
  3. Scroll down to “Let your family help manage your health care” and select “Add member.”
  4. Enter the other adult’s details.

They’ll receive an invitation and must accept before access is active.

If you have received an invite to access someone else’s Banner Health medical records:

  1. Create or log in to your Banner Health account.
  2. Answer security questions to verify you know the patient.
  3. Accept or reject the invite.

If you accept the access, you will be able to see the person’s name in your Family Profiles page.

Note: Giving someone access to your account does not give you access to theirs. They would need to invite you separately.

How do I remove proxy access?

  1. Log in to your account and go to “Manage family profiles.”
  2. Find the person’s name.
  3. Select the three dots to the right of their name.
  4. Choose “Remove access.”

Access can be removed by:

  • The proxy
  • The adult patient
  • Banner staff (for example, under a court order)

Can I re-request access?

Yes, you can submit a new request if:

  • The patient’s condition has changed (such as diminished capacity)
  • There was an error in the original request
  • You now have supporting legal documents

Follow the same steps under “How do I request proxy access?”

Proxy access request status

When you request proxy access, you’ll see one of these status labels in your Family Profiles page:

Pending

  • If you see a Pending tag, your request has been sent either to the patient for approval or to the Banner Health HIMS team for review.

Approved

  • If your request is approved after documentation is verified, the patient’s name will appear in your Family Profiles list under “Manage your family’s healthcare” and in the “Active Profiles” section.
  • The Pending tag will no longer show.
  • You will be able to access the patient’s medical records by selecting their profile.
  • If you gave someone else access to your account and they accepted, their name will appear under “Let your family help manage your healthcare.”

Denied

Your request may be denied for several reasons:

  1. The patient rejected the invite.
  2. Documentation provided was not enough to confirm the proxy relationship for a child or dependent adult.
  3. Banner could not locate a patient record with the information provided.

If you believe the patient has a Banner Health record:

  • Double-check that the information you entered matches the patient’s account.
  • Try using a different email address, phone number or ZIP code that may be tied to the record.
  • The more details you provide, the easier it is for us to confirm the patient’s record.

Revoked

Access that was once approved may be removed if:

  • A child turns 12 years old
  • An adult patient chooses to end proxy access
  • Banner Health ends access under special circumstances (for example, by court order or at the discretion of HIMS)

Sending a message on behalf of someone else

To send a message for another person - such as a child, dependent adult, or family member - you must first have proxy access to that patient’s account. Learn more about sending messages

We're here to help if you have any questions

Please call us at (480) 684-6000 or toll-free at (855) 355-6500. Support is available Monday to Friday from 8 a.m. to 4:30 p.m. MDT. 

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