Scaling Patient Attachment with Interoperable Digital Infrastructure for Ontario Health Teams & Regions

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March 31, 2026

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Scaling Patient Attachment in Ontario: The HALO Solution

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March 31st

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PATIENT EXPERIENCE

Delegation & Patient Proxy Control

Securely empower the families and caregivers who support patients.

In the real world, patients often lean on others to manage their healthcare. Elderly parents rely on adult children, spouses manage each other's appointments, and parents oversee records for minors. Previously, facilitating this support meant unsafe password sharing. IDENTOS changes the paradigm. We enable secure proxy access through our delegation capability, ensuring the patient circle of care is connected, compliant, and strictly under the patient’s control.

Powered by the IDENTOS PBAC Platform

Where relationships become policy

Standard IAM platforms struggle with the concept of acting on-behalf-of someone else. They treat every login as a single, isolated user. The IDENTOS PBAC Platform is unique - it’s built to distinguish between the person logging in and the person whose data is being accessed. This allows healthcare organizations to enforce complex circle of care relationships in real-time.

The tech behind the trust

When a caregiver logs in, the IDENTOS PBAC engine dynamically checks and enforces:

Identity

Is this Mary?

What is her role

Is she a patient or a proxy?

Whose data is she viewing

John (her father), Penny (her daughter), David (her husband)?

Relationship

If Mary is acting as a proxy for John, does she have a valid delegated proxy record for him?

Scope

Did John limit Mary’s access to only “appointment scheduling” and “lab results”?

Healthcare leaders
choose IDENTOS

Solves the full spectrum of care relationships

Our solution handles sophisticated healthcare proxy use cases. Whether managing mature minors, adult-to-adult caregiving, or temporary proxy rights to providers, our platform adapts to the specific legal and social nuances of every relationship.

Built to navigate legal and privacy complexity

We have experience configuring systems that meet the evolving requirements of privacy officers, legal teams, and policymakers. Our solution ensures that every digital handshake remains compliant with regional healthcare regulations and organizational governance.

End-to-end architecture

From the patient-facing app to the administrative support tools, our solution seamlessly integrates user-directed consent with top-down organizational policies. Uniquely, we federate these rules across your ecosystem, ensuring that delegated proxy access is applied consistently across multiple use cases, applications and services.

Unique technical capabilities

Administrative oversight and intervention

Self-serve patient tools

Robust relationship verification

Fine-grained scope control

Context-aware auditing

Administrative oversight and intervention

We provide specialized, easy to use tools for program administrators to instantly modify or suspend proxy access. For example, in sensitive guardianship disputes, an administrator can intervene to disable access, ensuring that a child’s data safety takes precedence until the situation is resolved.

Self-serve patient tools

Empower patients to build their own circle of care. The platform features secure, user-led invitations that allow patients to invite proxies via email or SMS. We also streamline the experience for caregivers through multi-relation management, enabling a single user to seamlessly toggle between acting as a trusted proxy for multiple patients from one unified account.

Robust relationship verification

We treat proxy requests with the same rigour as identity proofing. Our platform supports the collection and review of evidence, such as IDs, biometrics and official documents. This workflow enables a fully auditable application and review process in which trained agents can flag risks or validate documents before granting access.

Fine-grained scope control

Access shouldn’t be all or nothing. Our platform enables fine-grained delegation, giving patients the autonomy to select exactly which resources a proxy can view or manage and for how long. A patient can share access to immunizations and prescriptions with a caregiver while keeping sensitive mental health or billing records private.

Context-aware auditing

Our robust audit trails explicitly distinguish between a patient accessing their own record and a proxy acting on behalf of a patient. We log exactly which information was accessed and by whom, ensuring policy enforcement.

Bring the whole family into the care journey - securely. 

Enable compliant proxy use cases that adapt to the real-world relationships of your patients. 

Contact us
Policy-based Access Control for Healthcare and Public Sector. Enabling secure, connected,
citizen-facing digital services.