What is household/caregiver access?

This website feature allows you to manage the OptumRx.com accounts of others, or allows another person to manage your account.
There are two options on the website:
• My household access
• My caregiver access
We make it easy for you to manage OptumRx.com accounts for other people. There are two different types of account management access you can have: household access and caregiver access.
Household access is exclusively for family members in the same household, including your minor dependents, adult dependents (13 years and older), or spouse/partner (with their permission).
Caregiver access allows you to manage the accounts of one or more people who are not in the same household, such as relatives, friends or someone to whom you provide care. You can also give caregiver access to another person to manage your account. Then they can become your caregiver (account manager). If you care for a family member in your household plan, you'll need to use household access.

Granting caregiver access

Members can invite someone else to manage their account (be their caregiver/account manager). A caregiver can see information about you, including your prescriptions and credit card number.
When you invite a caregiver to manage your account, OptumRx sends an access code to them, which they will use to accept your invitation. If you are a member, you should select the “Member” link in the invitation. If you have an existing account, you will log in and then accept the invitation. If you don’t have a member account, you will have to register before accepting the invitation. If you are not a member of OptumRx, you should select the “Non-member” link in the invitation email and then complete a special non-member caregiver registration.

How do I set up caregiver access?

On the top navigation, go to “My profile” and "My caregiver access." Under "My caregiver” select "Add a caregiver to manage my account" and add your caregiver's first name, last name, and email address. You will type the email address twice.
Caregivers must be 18 years of age or older and cannot be a member of your household plan. Only care recipients can initiate caregiver access.
Household/Caregiver Access dashboard contains two sections: Manage Accounts and Setup/View Caregiver. You may manage as many accounts as you would like (with permission), but you may only have one caregiver (account manager).
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What is a caregiver (account manager)?
A caregiver is a person that can see and manage your account. This person will be able to access your account, place orders for you and manage your account information. You may only have one caregiver (account manager) on your account at a time.
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Can my caregiver (account manager) see my credit card information?
No, they can only see the last four digits of your credit card on file. However, a caregiver can use a new credit card to place an order.
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Can my caregiver (account manager) change my permanent (primary) address?
No. Only you (the primary person on the account) can change the primary address.
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Can my caregiver (account manager) change my user name or password?
No. Only you (the primary person on the account) can change this log-in information.
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Who can view the Medicine Cabinet section?
Only you can see these details on the dashboard. That is because you have been given permission by the people who have these accounts to become their caregiver (account manager). Your caregiver cannot see the accounts that you manage.
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Who can view the “My household access” section?
Only those users who are “primary” or “secondary” on the account can see the “My household access” section. That is for your safety and security.
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How can I get a caregiver (account manager) on my account?
You start by sending a caregiver invitation. The request is sent in an email. An invitation may be sent from the Household/Caregiver access section under “Manage access.” Anyone who is 18 or over may be your caregiver, whether they are an OptumRx.com customer or not. He or she just needs to register on the website.
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How do I accept a caregiver invitation?
If you are a member, you should select the “Member” link in the invitation. If you have an existing account, you will log in and then accept the invitation. If you don’t have a member account, you will have to register before accepting the invitation. If you are not a member of OptumRx, you should select the “Non-member” link in the invitation email and then complete a special non-member caregiver registration.
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Where can I find my caregiver's (account manager) name?
Your caregiver's name is shown under My profile/Manage access/My caregiver access.
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Can I see the last time my caregiver (account manager) visited my account?
Yes. Look at the My caregiver access section. It shows the date of the last activity.
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How do I remove my caregiver (account manager)?
You can remove the caregiver at any time by using the “Remove”button in My caregiver access section. Once the caregiver has been removed from your account, you and the caregiver will receive a confirmation email.
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Can my caregiver (account manager) stop managing my account?
Yes. Your caregiver can stop being your account manager at any time. They will go to Manage accounts and choose your name, then click Remove. You and your caregiver (account manager) will both receive a confirmation email that they no longer have access to your account.
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How will I know when my caregiver (account manager) places an order on my account?
When an order is placed by a caregiver, you and the caregiver will both receive a confirmation email.
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How will I know which orders were placed by my caregiver (account manager)?
The “Order status” page on the website shows the name of the person who placed the order, if it was not you.
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Do I need to be an OptumRx.com customer to be a caregiver?
No. You just need to register on the website.
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How will I know when my caregiver (account manager) has accepted my caregiver invitation?
Once your caregiver has accepted your invitation, your caregiver and you will receive a confirmation email. You will also be able to see if they accepted on the Household/Caregiver access dashboard under My profile.
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Will a reminder email be sent to the caregiver if he/she has not accepted my invitation?
Yes. The caregiver invitation is good for six months. Two weeks before the invitation expires, the caregiver (account manager) and you will receive a reminder email. If the invitation expires, you will need to send a new invitation.
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If I become a caregiver (account manager) for someone, how do I see that person's account?
There is a drop-down menu in the top right corner of the website. You can go to different accounts you manage from this menu. Just choose a name, and you will go to that account.
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How do I go back to my account when I am viewing other's person's account?
Go to the drop-down menu on the top right corner of the page. Choose your name. This will automatically switch the view back to your account.
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I am having trouble accepting a caregiver invitation. I get a message that says “invalid access code.” What should I do?
Please ask the person who sent the invitation to send a new one. Use the information in the new invitation and you should not have any more problems. If you are still having trouble, please contact Customer Service.
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Can I have more than one caregiver (account manager) on my account?
No. For security, you can have only one caregiver at a time. To change your caregiver, just remove the current caregiver under My profile/Manage access/My caregiver access. Then send a new caregiver invitation.
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What is an adult dependent?
Adult dependents are dependents on your insurance plan 13 years of age and older.
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What is a minor dependent?
Minor dependents are people on your insurance plan under 13 years of age.
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What if I am the Primary person on my account? What will I see?
If you are the primary person (usually the primary cardholder) on the account, you will see your information and all the members of your family on your plan. Also, you will see any other accounts you have been given permission to manage. You may also allow your spouse/partner to manage the accounts of your minor dependents, if applicable.
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What if I am the Secondary person on my account? What will I see?
If you are the Secondary person on the account, usually a spouse/partner, you will see your information, and you may see minor dependents you have been given access to. Also, you will see any other accounts you have been given permission to manage, such as your spouse/partner, or other family members if applicable.
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I am a Primary person on my account and my minor dependent does not have an account on the website. Can I register them?
Yes. You may register them in the Household/Caregiver Access dashboard, in the My profile section. You will see their name(s) in that section. Click “Register” next to dependents' name. You will see the registration process.
If you are a Secondary person on the account, you can register the minor dependent(s) that the Primary person has given you permission to manage. You will follow the same process.

NOTE: When you give another person access to your account, they will be able to see information about you and your prescriptions. You should be careful about who you choose to have access to this information. You may also wish to review your choice of “caregiver” or “account manager” on a regular basis by selecting “My account manager.”