Third-Party Callers for GP Receptionists and Care Navigators

Safe communication with relatives, carers and advocates while protecting confidentiality and patient choice

  • Reputation

    No token earned yet.

    Reach 50 points to earn the Peridot (Trainee Level).

  • CPD Certificates

    Certificates

    You have CPD Certificates for 0 courses.

  • Exam Cup

    No cup earned yet.

    Average at least 80% in exams to earn the Bronze Cup.

Launch offer: Certificates are currently free when you create a free account and log in. Log in for free access

Proxy access and online services

Two female receptionists speaking with visitor

Proxy access lets someone manage specified parts of another person's GP online services when the practice has enabled it. It is commonly used for children, older people, disabled people, those with communication needs and patients who rely on a carer.

Proxy access can expose appointments, medications, test results, messages, documents and sensitive notes. It may create safety risks where there is coercion, domestic abuse, family conflict, safeguarding concern or changing capacity.

Proxy access is not one single permission

  • It may cover appointments only, prescriptions only, messages, records, or a combination depending on the clinical system and the practice's settings.
  • It may differ by age, particularly for children and young people as confidentiality becomes more relevant.
  • It may need review if the patient's wishes, capacity, relationship or safety changes.
  • It may need restriction where record access would disclose sensitive information or third-party data.

Do not infer wider access from limited access

A proxy user who can request prescriptions via the NHS App may not be authorised to receive test results by phone. A parent linked to a young child's account may lose some access as the child gets older. A carer who can book appointments may not be allowed to read consultation notes.

Check the recorded permission and the local proxy-access process. If the request does not match the recorded permission, escalate or explain the correct route.

Proxy access and safeguarding

Proxy access can be used as part of abuse or coercive control. Someone may pressure a patient to grant access, monitor appointments, read messages, control prescriptions or track contacts with the practice. Check safe-contact notes and safeguarding records before making changes to access.

Patient Online: how online access to GP records can help carers

Video: 2m 34s · Creator: NHS England. YouTube Standard Licence.

This NHS England Patient Online video features Trevor, who has a long-term condition and is also a carer for his partner, Jenny, who has dementia. He describes how online access to his own records helps him check accuracy and feel more involved in care.

Trevor explains that notes written in understandable language let him spot errors. He also describes having proxy access to Jenny's GP record with her permission and confirmation by the GP. That access helps him support medication management, understand her condition and involve her by showing the record when she cannot remember consultations.

The video presents online record access and proxy access as useful when permission, authority and understanding are clear, emphasising patient involvement, accuracy and practical support for caring tasks.

Was this video a good fit for this page?

Scenario

A carer says they can see some appointments in the NHS App, so they should also be told all recent test results over the phone.

What should you avoid assuming?

 

Proxy access is a recorded permission with limits, not a casual arrangement based on family role.

Ask Dr. Aiden


Rate this page


Course tools & details Study tools, course details, quality and recommendations
Funding & COI Media Credits