What is Household/Caregiver Access?

This is a feature of the website that allows you to manage the OptumRx.com accounts of others, or allows another person to manage your account. The 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 you have given permission to see and manage your account. This person will be able to access your account and place orders for you and manage your account. 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 Manage Accounts 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 Accounts section?

Only those users who are "primary" or "secondary" on the account can see the My Household Accounts 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 Setup/View Caregiver. Anyone who is 18 or over may be your caregiver, whether they are a 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?

You will receive the invitation in an email, where you will find a link to the website. The link will take you to the Manage Accounts section on the website, under Household/Caregiver Access. Type in the Caregiver Access Code that is in the email and the other information that is asked for. When the information is accepted, you will see the person's account information under your Manage Accounts. (You may also just log in to the website and go to the Household/Caregiver Access dashboard.)

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­ Where can I find my caregiver's (Account Manager) name?

Your caregiver's name is shown in the Setup/View Caregiver section.

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Can I see the last time my caregiver (Account Manager) visited my account?

Yes. Look at the Setup/View Caregiver section. It shows the date of the last activity.

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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 and Order Details pages on the website both show 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, both you and your caregiver will receive a confirmation email. You will also be able to see if they accepted on the Household/Caregiver Access dashboard under Setup/View Caregiver.

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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, both you and the caregiver (Account Manager) will receive a reminder email. If the invitation expires, you will need to send a new invitation.

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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 the Setup/View Caregiver 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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If I become a caregiver (Account Manager) for someone, how do I see that person's account?

On each of the dashboards, on the upper left side of the page, you will see a drop-down menu, View Accounts. You can go to different accounts you manage from this menu. Just choose a name, and you will go to that account view.

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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 upper left side of the page that says View Accounts. 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 on the Setup/View Caregiver section. 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 dependents 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 Household Accounts 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".