Member Relationships
A relationship is a named link between two members in the same workspace. Roles are built in. You pick one; you do not invent new types.
Being someone's parent, spouse, sibling, caregiver, emergency contact, or next of kin does not open their records. Chart access is granted only when you record a legal guardian, healthcare agent, treating doctor, or the organization's primary contact.
What each role does
| Role of the related person | What it means | How many | Special access |
|---|---|---|---|
| Legal guardian | Court-appointed guardian, or parent/person with parental responsibility for a minor | Many | Can read this member's form records and the files on their chart |
| Healthcare agent | Healthcare power of attorney or health proxy | Many | Can read this member's form records and the files on their chart |
| Doctor | Treating clinician for this member | Many | Can read this member's form records and the files on their chart |
| Primary contact | Staff member who owns this person inside the organization | One per member | Can read this member's form records and the files on their chart |
| Parent, Child, Sibling, Spouse | Family | Spouse is one; others many | Listed only — no record access |
| Caregiver | Provides care at home | Many | Listed only — no record access |
| Emergency contact | Outreach in an emergency | Many | Listed only — no record access |
| Next of kin | Designated next of kin for notification | One per member | Listed only — no record access |
Creating a legal-guardian, healthcare-agent, doctor, or primary-contact relationship is the authorization for that record read. You need permission to administer members to add or remove those roles; family and outreach roles only need permission to edit members. Removing the relationship takes the access away immediately. It does not change file-sharing settings or roles.
Which files this opens. Only the documents filed to that member's chart — not everything the person who uploaded them has ever filed. A document that is not attached to anyone's chart stays private. Filing a document to someone's chart is itself a disclosure, so it needs the same permission as recording one of these four roles; taking it off a chart only needs permission to edit files.
For a child, record the parent as Parent and as Legal guardian if they should see the child's records.
A spouse, caregiver, or emergency contact who also has legal authority should be recorded as Legal guardian or Healthcare agent as well.
How to add one
- Open the member.
- Open the Relationships tab.
- Choose the related person's role (for example Doctor or Legal guardian).
- Pick the related member and click Add.
You need permission to edit members for family and outreach roles, and permission to administer members to add or remove chart-read roles. The same tab lists incoming and outgoing links, so a doctor's page also shows their patients.
CLI
yarn gr members relationships kinds
yarn gr members relationships list --member-id 12 -w $UUID
yarn gr members relationships create --member-id 12 --related-member-id 34 --related-role legal_guardian -w $UUID --allow-write
yarn gr members relationships archive --member-id 12 --id 56 -w $UUID --allow-write