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Part of Proxy access: advice and guidance

Step 8: Grant proportionate and time-bound proxy access

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Step 7: Redact sensitive information from the proxy’s view based on what is being shared

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Step 9: Communicate the decision to grant or deny proxy access

Where clinical professionals have decided to grant proxy access, staff must do the following within their clinical system:

  • grant the proxy with only the level of access they need to support the patient with their care
  • set an end date for when the proxy’s access will expire, based on an understanding of the patient’s support needs and maturity

Proxy access without an end date should only be granted as an exception.

Last edited: 6 May 2026 4:36 pm

Previous Chapter

Step 7: Redact sensitive information from the proxy’s view based on what is being shared

Next Chapter

Step 9: Communicate the decision to grant or deny proxy access

Chapters

  1. Proxy access: advice and guidance
  2. Glossary
  3. Roles and responsibilities
  4. Use of the terms "must" and "should" in this guidance
  5. Process overview
  6. Step 1: Determine if proxy access is appropriate, that is, if the benefits outweigh the risks
  7. Step 2: Evaluate the safety of proxy access
  8. Step 3a: Get the patient's informed consent to proxy access
  9. Step 3b: Inform the patient about the opportunity of self-access
  10. Step 4: Rely on another basis for access if the patient cannot provide consent
  11. Step 5: Check if the proxy has proven their identity to access online services
  12. Step 6: Understand if anyone else should have proxy access to the patient’s record
  13. Step 7: Redact sensitive information from the proxy’s view based on what is being shared
  14. Step 8: Grant proportionate and time-bound proxy access
  15. Step 9: Communicate the decision to grant or deny proxy access
  16. Step 10: Review and manage access on an ongoing basis
  17. Appendix 1: complex scenarios in relation to granting and managing parental access