The MyChart patient portal is a personalized, secure website that enables you to manage health care interactions and communicate with your health care providers at any time. This convenient online connection puts you in control of your health care from any web-enabled device.

MyChart is designed to help you manage your health with convenience and ease. There are many benefits to signing up for the portal. For starters, you’ll be able to:

• Connect with your care team — no matter where you are
• Make or cancel appointments — no need to call
• See upcoming appointments, medications, test results and medical bills
• Request medication refills
• and more

Yes. Your patient portal is HIPAA-compliant, which means your information is securely stored and encrypted.

MyChart is also available in Spanish. Note that while most text within MyChart is translated, clinical content and messaging remain in English.

Patients can schedule telehealth or virtual visits via MyChart. Patients can use their computer or mobile device.

Once we are live, there will be several ways to sign up.

How to sign up for MyChart:

• Email: You may get an enrollment email with a sign-up link. This link is your access to register for a MyChart account. The portal invitation will come from Optum. The subject line will say, “You’re invited to create a Patient Portal account with Optum.” If you don’t get an email, check your junk folder.
• In person: You can also sign up for a MyChart account with our patient services (front desk) staff in the office. No appointment needed.

Once you have activated your account, you can find the link to access the patient portal on your practice’s Patient Portal page. The portal is also accessible through email alerts, if you are enrolled in email communications, or have downloaded the MyChart mobile app.

To reset your username and/or password, select “I Forgot My Username and/or Password” located beneath the portal sign-in button. You will then be prompted to answer your security question and reset your password at that time.

If you forgot your username and/or password and don’t know the answer to your security question, please reach out to the MyChart Support Helpline at 1-833-678-8687, TTY 711 to reset.

Please reach out to your provider’s office to resend an invitation to enroll.

Patients do not need to wait for an invitation to sign up for MyChart. Patients can go to the MyChart signup page and follow the prompts.

Yes. For patients that have a MyChart account with other health care organizations, after they’ve enrolled in Optum MyChart, log in to the account and go to the Link My Accounts activity, and use their username and password to link their accounts. Once completed, patients can see their health information for both organizations in the Optum MyChart app.

Optum patients can get MyChart on their Apple® iPhone and Google Android™ devices through a free app. The MyChart app allows you to send and get messages as well as to view:

• Test results
• Appointments
• Health reminders
• Your health summary

Note: You must set up a MyChart account before using the app on your smartphone. At this time, the MyChart app is not available for use on iPads.

Patients who have already downloaded the MyChart app will not need to do so again, however, for patients to access all features available for Optum Medical Care of New York and New Jersey, they must download the generic MyChart app and add the “Optum Medical Care” option to your health care organizations. Once you are enrolled within the Optum Medical Care patient portal and signed in to your MyChart app, simply switch between your individual health care accounts using the ‘organization’ button on the screen.

You will have access to lab and test results, visit summaries, visit attachments, immunization records, medications, appointment history and any other information your care team has made available for you to view.

1. select “Health Record”
2. The health record summary page opens on the “Clinical Summaries” tab.
3. select “Request Consolidated Health Record.”
4. The “Request Updated Health Records” page opens.
5. Do one of the following:
   • To get a personal health record for a specific time period, enter the “From” and “To” dates.
   • To get a consolidated personal health record, select the “Request complete record” checkbox.
6. select “Request Record” and a message appears indicating that the request is being processed by the practice.

You can easily review, download or share your health records with other providers.

How to understand my health records

• Demographic information: Information obtained by Optum when you registered as a patient
• Medications: A list of active or inactive medications
• Allergies: Any allergy information recorded at the time of your visits
• Immunizations: List of immunizations/vaccinations
• Problems: List of reasons for your visit and diagnoses
• Procedures: Any procedure performed at Optum Medical
• Results: Any results obtained from laboratory, in-office testing or radiology exams
• Payer: Insurance carrier
• Family history: Any family history
• Social history: Any social history obtained during visit
• History of present illness: A more detailed description of the reason or history given on the visit
• Vital signs: Information recorded, or other measurements taken during your visit (e.g., height, weight, temperature, head circumference, etc.)
• Instructions: Any additional instructions given to the patient at time of visit

Almost all test results will be released right away once they are available, typically one – seven days after the date of your appointment. This means you may see your results before your doctor. When your doctor does review your results, they may add a comment in your account. This will then create an update to the result in MyChart. Some results may be delayed at the discretion of your doctor. As always, if you have questions or concerns, please call our office.

Progress notes are shared with patients, unless otherwise specified by providers.

All diagnoses are shared with the patient unless they are manually unshared by a clinician.

All medications on a patient’s medication list are visible in MyChart.

Starting March 1, 2025, patients will be able to view and pay their medical bill directly through MyChart. To pay a current bill for a service before the transition to MyChart, visit our pay a bill page.

Once logged in to your patient portal, you can toggle between your account and dependent’s account using the icon in the very top right-hand corner (circle with a letter inside). The letter shown indicates the first initial of the first name of the account that you are viewing.

Yes, more than one parent can have access to their child’s information. For example, divorced parents will have their own access to view their child’s portal account.

Parents, caregivers and legal guardians will have the ability to see the health information of the patient through their own personal MyChart account. This is called “proxy access”. With proxy access, you can do almost all the same actions as you would with your own account. Though there are some things to be aware of depending on the child’s age.

• Ages 11 and under: Parents, caregivers and legal guardians can:
  • Send messages to their child’s doctors and health care providers
  • Schedule appointments, including well-child checks
  • View upcoming and past appointments
  • Pay bills
  • View immunization records, test results and more
• Ages 12–17: Once a child turns 12, there are some changes to what parents, caregivers and legal guardians can see in a child’s MyChart account. You can still pay bills and view immunization records. However, sensitive information related to appointments, test results and medications won’t be available, to protect the child’s privacy. This ensures that we provide the privacy protections required by state law.
• Ages 18 and older: Once a child turns 18, parents, caregivers and legal guardians no longer have access to their child’s health record in MyChart. You will have to be granted access by the adult child. A person 18 years old or older can grant access from their own MyChart account by going to “Share MyRecord Activity,” selecting “Friends and Family Access,” and clicking “Invite Someone.”

Call the MyChart Support Helpline at 1-833-678-8687, TTY 711 to request proxy access to a family member’s chart.

Proxies have full access to the child’s chart until the child turns 12 years old. When the child turns 12, proxies can review insurance coverages, make payments, update demographics, access letters, and update end-of-life planning information.

No, each patient must have their own MyChart account.

You can invite trusted representatives to access your patient portal in your “Profile.” If they do not have a patient portal account, they will be prompted to create one. From there, they can toggle between their own account and any accounts that have been shared with them.

1. Log into your patient portal account.
2. Select “Account” in the upper right-hand corner.
3. Under Trusted Representatives, select “Invite New.”
4. Carefully read the authorization language, then complete the account details for the trusted representative you wish to invite.
5. Under “Manage Access,” indicate the level of access you would like your trusted representative to have to the information in your portal.
6. Select “Send Invitation.” Your trusted representative will then receive an email invitation from [email protected] and can then enroll to access your account.

Adult patients with a MyChart account may revoke proxy access to their account at any time by accessing the Family Access Settings page in their MyChart account. Patients without a MyChart account can contact our office to revoke access.

Effective March 1, 2025

To schedule a checkup with your primary care doctor or a follow-up appointment with your specialist, go to the “Schedule an Appointment” section in MyChart and select the doctor you want to see. You’ll then be able to pick from a list of available times.

Effective March 1, 2025

You can use MyChart to schedule appointments, whether that’s to find a new primary care doctor, schedule a follow-up with your specialist, or find the nearest urgent care and tell them you’re on your way.

Effective March 1, 2025

Log in to your Optum MyChart account, then select “Appointments & Visits” and find your upcoming appointment. Select the “eCheckin” button next to your appointment. Verify your personal information and insurance and sign any requested documents. Each section requires you to verify that the information is correct by selecting “This information is correct.” You can also make edits if needed. Next, you will make applicable copayments, review your allergies and health issues, and complete any pre-check questionnaires.

Effective March 1, 2025

Yes, up to 7 days prior to their appointment, patients can log into MyChart to check-in for their upcoming appointment.

This time allows you to complete your paperwork without feeling rushed. So, please do the best you can to come a bit early. This includes telehealth and virtual appointments to prevent technical issues or delays.

Log in to your patient portal account and select the “Health Forms” tab to view and complete your forms.

You can easily message a member of your care team through the “Messages” tab. While in your message inbox, you can send a new message and view your care team’s replies.

Patients can send their provider messages to ask questions about non-urgent medical issues, prescriptions, test results, or any other questions they may have.

You can easily manage the communications that you receive from Optum Medical Care in the “Communication Preferences” section under “Account Settings” on your Optum Medical Care MyChart account. If you do not have a MyChart account, our office staff can help you.

No, you will not automatically have a MyChart account. You will need to sign up for the new portal. It’s quick and easy to sign up for MyChart.

Patients will be able to sign up by doing one of the following:

• Email: You may get an enrollment email with a sign-up link. This link is your access to register for a MyChart account. The portal invitation will come from Optum. The subject line will say, “You’re invited to create a Patient Portal account with Optum.” If you do not get an email, check your junk folder.
• In person: You can also sign up for a MyChart account with our patient services (front desk) staff in the office. No appointment needed.

It will take us a few weeks to fully switch to the new system. During that time, some features and health records may not be available yet.

After February 26, 2025, if you have a NextGen account, you will be able to log in to view health information only. You will no longer get health history updates or be able to message your care team or request medication refills using this portal. You will need to sign up for MyChart to communicate with your provider beginning March 1.

If you have a current NextGen account, you will still be able to log in and view your medical history. You will no longer get new health history updates or be able to message your provider or request refills using this portal. You may view, download, or print your historical documents to save for your personal records.

To access or pay bills for appointments with a date of service before March 1, 2025, please continue to use your existing portal link on our website or visit pay.optum-ny.com

On March 1, we will begin using a new link for patients to pay their bills. Patients can access the new link via MyChart or visit pay.optummedical.com

You can also visit our pay a bill page for more information.

You can begin communicating with your providers on MyChart after March 1, 2025.

Please use your current patient portal (NextGen) to communicate with your providers until February 26. You can begin communicating with your providers on MyChart beginning on March 1, 2025.

If you are scheduling an appointment before March 1, please continue to use the existing online scheduling links (MHD) from our website. For appointments that need to be made after March 1, please call your provider’s office for assistance. After March 1, you will be able to use your MyChart account to schedule appointments online.