MyChart Patient Portal

Bozeman Health has upgraded our MyChart Software.

This upgrade is designed to improve the ease of features you use in MyChart, and this document shows screenshots and summaries of the changes.
If you have any additional questions, please reach out to Bozeman Health’s MyChart Patient Support Line at 406-414-5820.

Bozeman Health MyChart

Bozeman Health has moved to a new instance of our electronic health record system and your existing Sanford Heath MyChart account has been converted. You can use your existing MyChart username and password to log into your new Bozeman Health MyChart account. If you have issues logging in, please contact our MyChart Patient Support Line at (406) 414-5820.

MyChart o­ffers Bozeman Health patients personalized and secure online access to their medical record. It allows you to securely manage and receive information about you and/or your child’s health. We encourage patients to sign up for MyChart either over the phone when scheduling an appointment or with a team member during a visit.

Google Play or Apple App Store

You can download the MyChart App via the Google Play or Apple App Store. Once you’ve downloaded the MyChart app, search for Bozeman Health and locate our logo:

For assistance, contact the MyChart Patient Support Line at:

MyChart
Multi-Factor Authentication

At Bozeman Health, keeping your personal health information safe is a top priority. That’s why we’re adding a required extra layer of protection to MyChart called Multi-Factor Authentication (MFA).

With MFA, even if someone has your password, they still won’t be able to get into your account without a second step to confirm it’s really you. To better protect your health information, this extra verification step will reset every 30 days, so you’ll be asked to verify your identity about once a month or each time you login from a new device.

FAQ:
Multi-Factor Authentication (MFA)
Multi-Factor Authentication is an extra layer of security that helps protect your patient portal account. It means you’ll need more than just your password to sign in—you’ll also use a second step, like a code sent to your phone, email or an app notification.
Your health information is personal and private. MFA helps keep it that way by making it much harder for someone to access your account, even if they know your password. It’s a simple way to give your information extra protection.

After you enter your password, you’ll be asked to verify your identity using one of the following:

  • A text message or email with a security code 
  • An app like Google Authenticator or Duo 
  • A prompt on your phone (if you’ve set it up)

You will be prompted to sign into MyChart with Multi-Factor Authentication every 30 days, or occasionally when extra security is needed—like when logging in from a new device or location.

Not at all! When you log in, you’ll be guided through a few simple steps to set up MFA. If you need help, our MyChart Help Desk is here for you at 406-414-5820.

No worries – we have backup options to help you verify your identity and get back into your account. Again, just contact our MyChart Help Desk if that happens at 406-414-5820.

Yes. There is no impact to your role as a proxy for those that you care for. MFA secures your login to MyChart and all the information that you currently have access to there. In fact, this might be a great time to consider granting a family member or close friend access to your medical records when you need assistance managing your appointments and other medical needs. To give someone access to your medical record, grant access via proxy invites through the Manage Friends and Family page in MyChart. We can help you extend that access if you call our MyChart Help Desk at 406-414-5820.

Desktop Authentication

(Please click arrows & follow steps for desktop authentication)

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Mobile Authentication

(Please tap arrows & follow steps for mobile authentication)

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(Do not close the MyChart webpage while waiting for the login code to be delivered)
We recommend opening a new browser tab if using the same browser to access your email. If on the mobile MyChart app, keep the app open while accessing your six-digit login code via email or text message in a different application. If you mistakenly close the MyChart app, you will need to select “resend code” for MyChart to send a new code.

Get to Know Your Medical Resources
Epic MyChart

Information about billing statements can be found in our Patient Financial Services section.

Your medical information is easily accessible with MyChart. Review your immunizations, allergies, summaries of recent visits to the doctor and current health concerns whether it’s on your desktop, laptop or phone.
Making an appointment to see your provider is as easy as logging on to the secure MyChart portal. During times that work with your busy schedule, view your provider’s availability and select the appointment that works best for you. When something unexpected happens, MyChart allows you to cancel appointments too.
MyChart lets you conveniently request prescription renewals for you and your family.
When you have a non-emergency question or health concern, you can email your provider directly and securely with MyChart. Your care team can email you as well. It’s a great way to exchange information without having to coordinate schedules. Responses are typically within two business days.

With MyChart your doctor will send normal test results as soon as they’re available. You can also see any provider notes and comments so you can better understand those results.

To access MyChart go to MyChart Login and enter a one-time ID verification. Bozeman Health MyChart is secure and the information stays between you and your health team.

One of the features of MYCHART is Proxy Access. Proxy Access means obtaining access to another person’s MyChart Account that is NOT their own. Proxy Access is NOT the same as a Health Care Proxy.

Full Proxy Access is used to:

  • Give parents access to their children’s accounts
  • Used to give a husband or wife access to their spouse’s account
  • Used to give caregivers access to the accounts of those that they care for, i.e. mom, dad, other


Limited Proxy Access:

  • Used to give parents access to their teen’s accounts
  • Online through MyChart
  • At your minor child’s provider’s office
  • At your provider’s office
  • At the Health Information Management (HIM) department


Proxy Access to your child’s electronic health record varies by age.

MyChart FAQS
Epic MyChart

MyChart offers personalized and secure online access to your medical records. It enables you to manage and receive information about your health.

With MyChart, you can:

  • Schedule medical appointments.
  • View your health information, including medications, allergies, test results, and more.
  • Request medication refills
  • Access resources for trusted health information.
  • Message your care team.


For more information about MyChart, go to:https://www.mychart.com/features

We take great care to ensure your health information is kept private and secure. Access to information is controlled through secure activation codes, personal usernames, and passwords. Each person controls their password, and the account must be accessed using that password. On mobile, the account may also be accessed using face ID or fingerprint login. Unlike conventional email, all MyChart messaging is done while you are securely logged in to our website or mobile app.

You can ensure that your account stays secure even if someone else has your username or password by turning on two-step verification. When this feature is turned on, you must enter a code that is sent to you by email or text message to log in to MyChart, in addition to using your username and password. For more information, check out our helpful video on two-step verification below:

There are several different methods of MyChart signup that might be used by different departments across your healthcare organization:

  • Clinic staff might sign you up directly while you’re at the front desk or in the exam room.
  • You might receive a MyChart activation code on your After Visit Summary or on a billing statement.
  • You might receive a text message or email with an activation code when you come in for a visit.
  • You might be able to use self-signup online to create a MyChart account by matching your information against what is on file in your medical record.

If you don’t have an activation code, you can request one on the sign-up page. You can also contact us at (406) 414-5820. After we verify your information, you will receive a new code.

For your security, your activation code expires after a set period of time and is no longer valid after the first time you use it. If you still have problems, contact us at (406) 414-5820.

With MyChart, you can view most test results as soon as they become available. Know that you will likely see results before your healthcare provider has had a chance to review them. After your provider reviews your results, you might see additional comments and interpretation in MyChart.

You will generally receive a response within 1-3 business days. Note that MyChart messages should not be used for urgent situations. Please contact your medical provider directly if the situation requires immediate attention or dial 911 if it is an emergency.

On the Personal Information page in MyChart, you can update your address, phone number, email address, preferred name, and other personal details at any time so that your clinic always has the most up-to-date information in your record.

To make a request to change your legal name, contact the MyChart Patient Support Line at (406) 414-5820.

Your MyChart information comes directly from your electronic medical record at your provider’s office. Ask your provider to correct any inaccurate information at your next clinic visit. Your health information is reviewed and updated in your electronic medical record after each visit.

Yes, you can. MyChart proxy access allows you to access the medical records of your family members and others you care for, with their permission. You must be at least 18 years old to have proxy access to another person’s medical record.

You might also want to grant a family member or friend access to your medical records when you need assistance managing your appointments and other medical needs. To give someone access to your medical record, grant access via a proxy invite through the Friends and Family Access page in MyChart.

No, due to the sensitive nature of medical information, each person must have their own MyChart account.

If you’re having trouble logging in, click the “Forgot Username?” or “Forgot Password?” link below the login fields for assistance. You will go through two-step verification to verify your identity so you can recover your username or password. You can also contact our MyChart Patient Support Line at (406) 414-5820 to request assistance.

Try checking the spam or junk folders in your email. If the email with your code is not there, try clicking Resend Code. If you still didn’t receive the email, it could be that your account has a different email address on file. If you have multiple email accounts, check one of the others to see if the verification code was sent there instead. If none of your accounts received the email, it could be that we don’t have an email address on file. If this is the case, call our MyChart Patient Support Line at (406) 414-5820 for assistance.

We aim to protect your privacy and information. If you remain idle for 10 minutes or more after you log in to MyChart, you will be automatically logged out. We recommend that you log out of MyChart if you need to leave your computer for even a short period of time.

To have your account re-activated, call our MyChart Patient Support Line at (406) 414-5820.

If you’ve been seen at another healthcare organization, you might be able to view information from that medical record right in MyChart. You might have heard of this feature referred to as Happy Together. This includes information from other organizations, such as:

  • Allergies
  • Care team
  • Health issues
  • Medications
  • Messages
  • Test results
  • Visits

To view this information, you must link your account. Check out our video tutorial on how to do this below:

You can request that we deactivate your account by contacting the MyChart Patient Support Line at (406) 414-5820.

Call our MyChart Patient Support Line at (406) 414-5820.

Paperless Billing means a paper statement will not be sent by mail. This is available and enabled by default for Bozeman Health patients who receive billing statements and related email or text message notifications in Bozeman Health MyChart.

If you prefer paper statements, you can follow these instructions to again receive paper statements. Login to MyChart in the menu search for “Billing Summary,” click “cancel paperless billing,” and click “Receive paper statements.”

Any balances for services performed prior to September 24, 2022 have merged to our new system. Please contact customer service at (406) 414-1720 to make payments.

Any services performed on or after September 24, 2022 will be billed from the new system. Bozeman Health Pay as Guest

There may be a period of time when you receive two separate statements from Bozeman Health.

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Upgrade Information

MyChart Epic | Bozeman Health, Bozeman, Montana
  • This upgrade is designed to improve the ease of features you use in MyChart, and this document shows screenshots and summaries of the changes.
  • If you have any additional questions, please reach out to Bozeman Health’s MyChart Patient Support Line at 406-414-5820.
  • Patients can now choose how they prefer to get notified about their test results in MyChart.
  • If you’d prefer not to be notified of your results until your provider has had a chance to review them, you can now indicate that preference in the Test Results section of MyChart.
  • The Health Summary page has been redesigned to function as a complete snapshot of a patient’s health. Patients can now view tasks for their enrolled care plans from the Recommended Actions widget on the Health Summary page.
  • Patients can now view their referrals from and to Bozeman Health by searching for “referrals” in the menu.
  • Referral number, provider, expiration date, and status are all visible, as well as coverate details showing how many authorized and remaining visits are included in each referral.
  • When completing visit payments in MyChart, patients now complete the workflow on a single screen rather than a multi-step approach. This affects visits with copays, prepays, outstanding previous balances, or pre-service payment plan offers.
  • Visit Auto Pay and appointments with multiple guarantor accounts to pay toward are not affected by this change. These visits will continue to use the existing payment pages. Multiple guarantors might look like workers comp, splitting payments with a coparenting partner, etc.
  • The “Other Preferences” page is now called “Scheduling Preferences” to more clearly identify what preferences patients can update here, including provider sex and language, and appointment day and time.
  • Patients can now update their Care Giver relationship status in the Personal Information section. This information used to be stored in the Scheduling Preferences section (formerly called Other Preferences.)
  • When typing your address into MyChart or Welcome, you’ll now see a list of suggested physical addresses based on your input. This speeds up address collection and prevents typos or mistakes. Search results are based on proximity to the clinic. You can still manually input your address if it isn’t shown among the suggested results.
  • To provide a consistent experience across the MyChart website and mobile app, all personalization features have moved to the Friends and Family Access and Personal Information activities.
  • While the personalization and configuration options haven’t changed, the Friends and Family Access and Personal Information activities look a little different now that they include these features.
  • To edit the photo, nickname, and color scheme for themselves and other patients they have proxy access to, patients can visit the Friends and Family Access activity. The Personalize menu item and any links previously leading to the Personalize activity now lead here.
  • The Add your photo option in the account menu (formerly switch menu) is now a link to the Personal Information activity.
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Take the First Steps

Your journey to recovery begins at Bozeman Health Spine + Joint Institute (SJI) with one of our local orthopedic partners. To request an appointment, simply click the button below and you will be contacted to schedule your next steps. If you are inquiring about spine surgery, you will need to have your primary care provider make a referral to Dr. Ben Smith with Bridger Orthopedic. Spine surgery appointments are not available through the request portal at this time.