Booking online for someone you act for

Patients often book on behalf of someone else - a parent for a child, for example. Until now they did that through the guest path, which means typing the other person's details in from scratch every time they book.

Proxy access removes that. Once your practice has given someone authority to act for a patient, that person can sign in on your booking page and book for them directly.

Before a proxy can book

Your practice sets up the relationship first. You can make someone a proxy who acts on behalf of a patient, or let a patient act on behalf of one of their own dependents. See Give someone authority to act for a patient for how.

How the proxy books

1. Open your practice's online booking link and start a booking.
2. Sign in as the proxy.
3. Once signed in, choose who the appointment is for. The proxy is offered each person they can book for.
4. Pick the person and carry on with the booking as normal.

The guest path is still there. If the proxy is booking for someone they don't hold access for, they can choose it instead and enter that person's details.

Why this is safer as well as quicker

• No repeated details. The proxy doesn't have to re-enter a dependent's details each time they book.
• Access ends on its own. Proxy relationships expire automatically at the appropriate time, so a proxy doesn't keep booking for someone once their access should have stopped.

See also

Give someone authority to act for a patient - granting, reviewing and ending proxy access.

The Patient Booking Experience - every step of an online booking.