MyChart Feature Guide

How to navigate MyChart

When you first log in to MyChart, you'll see the MyChart home page.

• At the top of the home page are shortcuts to get to the most used activities.

You can customize the shortcuts by selecting your account in the top right corner and then Change Your Shortcuts.

• Below the shortcuts is the health feed, which shows the most important alerts and information for you and any family member you care for, like a new message from your care team and reminders for an upcoming appointment.
• Use the searchable menu to find any other activities you need to get to.

If you plan on using MyChart mainly to manage your child’s health (rather than your own), you may want to switch to your child’s profile when you first log in to Children’s Health MyChart. You will still see the same health feed, and you can fully interact with your child’s health information.
Learn how to switch to your child’s profile.

Access your child’s record

After your account is activated, you’ll automatically have access to your child’s health record and you’ll see their notifications in your MyChart health feed when you first log in. You can see your child's other information by switching to their profile from the Switch menu.

If you use the MyChart mobile app, you choose whose record to see when you log in. You can save your choice so that you go to your child’s profile every time you log in.

You can customize how the names and photos appear for each family member. For more information, refer to
Personalize MyChart.

Give someone else access to your record

If you are at least 18 years old and a Children’s Health patient yourself, you can allow someone else who helps manage your care, like a parent or spouse, access to your MyChart information.

1. Go to Sharing > Sharing Hub and select Give friends and family access.
2. On the Friends and Family Access page, click Invite Someone in the Who Can See My Record? section.
3. Enter that person's name and email address, confirm the level of access and click Send Invite to send an email invitation.
   The recipient must click the link in the email to accept the invitation. The link takes them to a page where they must enter your date of birth to confirm that they know you.
4. After the person you've invited accepts the invitation, you'll get a message to let you know, and the Pending label is removed next to that person's name on the Friends and Family Access page. Return to this page at any time to change or cancel that person's access.

Health

See test results

With MyChart, you can see test results as soon as they become available. To see test results, go to My Record > Test Results. Select a test to see more information about it, such as:

• The standard range for the result
• Any additional comments your provider entered about the result

If you're looking for a specific result, enter keywords in the search field on the Test Results page.

Get notified when new results are available

1. Go to Account Settings > Communication Preferences.
2. Under Details, expand the Health section and select how you’d like to be notified. This will apply to all Health notifications.
   Or select Advanced Settings to set the type of notification you’ll get only for Test Results.

Messaging

See messages from your care team

You can read messages from your care team by going to your Message Center (Communication > Messages). The Message Center has four folders:

• The Conversations folder is the main folder and has messages between you and your care team. The messages are organized by conversation, so messages and replies are together.
  • You can bookmark a conversation to easily find it again. Open the conversation and tap the bookmark icon at the top of the screen to add a bookmark. You can find bookmarked conversations in the Bookmarked folder.
  • If you start to write a message but don’t send it, your message is saved in the Conversations folder and marked as a Draft. To finish and send your message, click it to reopen it and continue writing. To delete the draft, click to reopen the message and click Discard.
• The Appointments folder has appointment reminders and confirmations.
• The Automated Messages folder has system messages automatically sent to and from your account, like payment confirmations and questionnaire submissions.
• The Trash folder has conversations you've deleted. If you need a message again, you can restore it to its original folder.

If you're looking for messages about a specific topic in a particular folder, you can enter keywords in the Search field to find them.

Get notified when you have new MyChart messages

1. Go to Account Settings > Communication Preferences.
2. Expand the Messages section and select how you’d like to be notified.

Message your care team

You can send a message to your care team for simple, non-urgent medical issues. This message is secure, meaning it stays private as it’s sent over the Internet.

You might message your care team if you need a school note excusing your child’s absence, if you're not sure whether you should come in for an appointment, or if you need more information about a medication or something that was discussed in a recent visit.

1. Go to Communication > Messages.
2. Select Message your care team.
3. Select the type of message you want to send.
4. Select a care provider to send your question to. If your provider is not listed, call their office to ask your question.
5. Type a subject and enter your message.
6. When you are finished, click Send.

If you have Messaging notifications turned on, you'll get a notification when your message has been answered.

To see a message after you've sent it, go to Communication > Messages and find your message in the Conversations folder.

Appointments and Visits

See your past and upcoming appointments

You can see your past or future appointments by going to the Appointments and Visits page. Unless you changed your shortcuts, Visits is one of the 4 shortcuts on the Patient home page. If you don’t have this shortcut, search the menu for visits or appointments. Learn how to change your shortcuts.

Select a future appointment to see:

• The date, time and location of the visit
• Any pre-visit instructions
• Directions to your appointment

If a future appointment is eligible for preCheck-in, you can take care of tasks before you come to your appointment:

• Pay visit copays and make other payments
• Verify or update insurance information
• Verify or update medications, allergies and current health issues
• Answer health questionnaires

Select a past appointment to see details about it, including any notes from your health care provider.

Schedule or request an appointment

To schedule or request an appointment, go to Find Care > Schedule an Appointment. Answer the questions to schedule or request an appointment. If you request an appointment, you’ll be contacted to verify an appointment date and time.

Note that not all appointments can be scheduled online. In this case, call your provider’s office to schedule.

During scheduling you can add yourself to the wait list to be notified if earlier appointments become available. After you've scheduled, click Details for an upcoming appointment to add yourself to the wait list.
You can also favorite an appointment to schedule the same type of visit again later with the same provider and department.

Cancel or reschedule an appointment

Depending on the date and time of your next appointment, you may be able to cancel or reschedule it through MyChart.

On a mobile device:

1. Go to My Record > Visits and select the appointment from the list.
2. Click Reschedule or Cancel and follow the onscreen instructions.

Medical Record Access and Sharing

MyChart has a few ways for you to access your health records and share them. For more information about accessing your family’s records, refer to Family Access.

See, download, or send visit records

You can see, download, or share your record for a specific visit or set of visits.

1. Go to Sharing > Sharing Hub and select Download health and visit summary near the bottom of the page.
2. Select either a Single Visit or switch to Date Range or All Visits to select multiple visits. Then:
   • Select a document from the dropdown to preview it.
   • Click Download to save or click Send to send to another health care provider.

Request Formal Records

If you need to give health records to another organization, like your insurance, you can download a formal copy of your health record on Children’s Health letterhead.

1. Go to Sharing > Sharing Hub and select Request formal copy of health record near the bottom of the page.
2. Select who should get your record and enter their contact information if it’s someone other than yourself.
3. Use the Date Range or All Visits buttons to set when you want information from.
4. Choose which types of records to include and whether to include sensitive information.
5. Choose what types of information you want included in the record.
6. Enter any additional instructions and click Continue.

Download medical records you've requested

If you've requested a copy of your medical record from Children’s Health, you can download and see it from MyChart’s Document Center.

1. Go to My Record > Document Center and click Requested Records.
2. Locate the record you want to see and click Download.
3. If the record is password protected, a message will warn you. Click Continue Download.
4. Click Save to save the file to your computer or mobile device, or click Open to open the file without saving it.
5. If the record is password protected, click Show Password on the Requested Records page to see the password. Enter the password to open the document.

Share your medical information

Share Everywhere lets you share your medical information with health care providers outside of Children’s Health. This might be a doctor, chiropractor, physical therapist, dentist, or school nurse, for example.

You create a share code in MyChart and give it to the person you want to share your health data with. That person enters the code and your date of birth on the Share Everywhere website to get temporary access to your health information. The person who sees your information can also write a note to your Children’s Health care team to inform them of the care they gave.

1. Go to Sharing > Share Everywhere.
2. Enter the name of the person who needs your record and request the share code.
3. Tell that person to go to www.shareeverywhere.com and to enter the code along with your date of birth.

See your health information from other organizations

If you've been seen at another health care organization that uses MyChart, you can connect your MyChart accounts to see all your health information in one place. The information might include:

• Allergies
• Care team
• COVID-19 vaccine doses
• Health issues
• Medications
• Messages
• Test results
• Visits

To connect your accounts, go to Sharing > Link My Accounts. Then, select your account from the list or search for it and click Link Account.

After you've linked your accounts, information from the other organization appears in MyChart with this icon:

Billing and Insurance

For general billing and insurance information (not related to MyChart), see our Billing and Insurance page.

See your outstanding balance

To see the outstanding account balance for your account, go to Billing > Billing Summary. Here you may see several billing accounts, including:

• from the hospital
• from one or more doctors for their services
• for charges such as lab tests or certain supplies

Click View balance details to see more information about a billing account, including past statements.

To ask a question about your balance or other billing information, call 844-839-7827 or click Call customer service on the Billing Summary to speak with someone from our Patient Financial Services team.

Make a payment

1. Go to Billing > Billing Summary.
2. Click Pay Now for the bill you want to pay.
3. Enter how much to pay and your credit card or bank account information.
4. Review your payment information and click Submit.

Set up automatic payments

Sign up for Visit Auto Pay during in-person check-in or MyChart preCheck-in to automatically pay up to a certain amount for that visit.

To sign up during preCheck-in, at the Payment step select Sign up under Visit Auto Pay. You can choose to pay with an existing or new payment method.

See past bills

You can now see bills you've paid and older closed accounts.

1. Go to Billing > Billing Summary and click View Balance Details on any bill.
2. Go to the Details tab and select one of the buttons to see bills from that time period, then click Apply.

Sign up for paperless billing

1. Go to Billing > Billing Summary and click the paperless billing alert.
2. Choose how you want to be notified when you have a new bill. You can get an email, text message or both.
3. Select the check box next to “I understand that I will no longer receive statements in the mail” and click Sign Me Up.

Get a price estimate

To help you plan for upcoming care, such as a surgery or other procedure, you can get an estimate for out-of-pocket costs. The estimate is based on the patient’s insurance and what other patients have been charged in the past.

1. In the patient’s profile, go to Billing > Estimates and click Create a New Estimate.
2. Search for the type of service you need or select one of the categories to look through.
3. Confirm or change your insurance information.
4. Select where you want to go for this procedure.
5. After you see the estimate, you can click Save to keep the estimate in MyChart.

Review and update your insurance information

To review the insurance information we have on file, go to Insurance > Insurance Summary from the patient profile.

To update your insurance information, make any of the following changes:

• Request a change to an existing coverage.
• Remove a coverage.
• Add a new coverage.

New coverages are submitted for verification when you log out of MyChart.

Account Preferences and Administrative Features

Personalize MyChart

You can personalize how MyChart appears for you and your family members. For each profile you have access to, you can:

• Specify the color.
• Change the name that appears on the profile.
• Add or change the profile photo. Note that photos you upload to MyChart are visible to hospital staff, so use a photo that shows that person's face.

1. In your own profile, go to Account Settings > Personalize.
2. Click Edit below the list of profiles.
3. Make your changes and then click Save.

You can also add your photo from the Switch menu by selecting Add Your Photo.

Update your contact information

You can update your address, phone number, email address and other contact information at any time so that we always have the most current information and can reach you when we need to.

1. Go to Account Settings > Personal Information.
2. Click Edit and then make the needed changes.
3. Confirm that all your information is correct and then click Save Changes.

Set your notification preferences

MyChart can send you notifications when new information is available in your or your child’s account. You can specify what types of notifications you want to get and how you want to be notified.

If you manage your child’s health:

1. In your MyChart profile go to Account Settings > Communication Preferences.
2. Select a group of notifications (for example, Appointments or Messages) to set whether to be notified by email, text message, or push notification from the mobile app for that type of activity.
   You can also click Advanced Settings to set options for specific notifications.
3. Click Save Changes.
4. If you are a parent or legal guardian of a Children’s Health patient, you can apply your communication preferences to your children’s profiles by selecting “Apply to all accounts I manage” in the Contact Information section.

Turn two-step verification on or off

You can keep your account secure even if someone else has your username and password by turning on two-step verification. When this feature is turned on, MyChart sends you a one-time code to enter every time you log in.

If you decide to turn off two-step verification, you can turn it on again later.

To change your verification setting:

1. Go to Account Settings > Security Settings.
2. MyChart app: Click the toggle next to Two-Step Verification to turn it on or off.
   Desktop browser: Click the button to Turn [on/off] Two-Step Verification.
3. Confirm your email address or phone number, enter your MyChart password and then click Continue.
4. Select whether to get the security code by email or text message.