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MyChart ® Epic Systems Corporation

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MyPortfolio Frequently Asked Questions

Enrollment Questions
What is MyPortfolio?
Is there a fee to use MyPortfolio?
How do I sign up?
Can you send me a new activation code if I have lost it?
My activation code does not work, what should I do?
Is my activation code my user ID?
Who do I contact if I have further questions?
After I Have Enrolled
How do I request an appointment?
Where can I update my personal information (e.g., home address, e-mail or change my password)?
I forgot my password. What should I do?
Your Medical Record
What is the Message Center?
If some of my health information on MyPortfolio is not correct, what should I do?
Can I save a copy of my medical information?
MyPortfolio For My Family
Can I ask questions regarding a family member from my MyPortfolio account?
Can my spouse and I share one MyPortfolio account?
What is Proxy Access?
Technical Questions
How is MyPortfolio secure?
What is your privacy policy?
I was logged out of MyPortfolio, what happened?
What do I need to use MyPortfolio?
How do I uncompress my download summary?

What is MyPortfolio?

MyPortfolio offers you personalized and secure online access to portions of your medical records. It enables you to securely use the Internet to help manage and receive information about your health. With MyPortfolio, you can use the Internet to:

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Is there a fee to use MyPortfolio?

MyPortfolio is a free service offered to our patients.

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How do I sign up?

Patients are issued a MyPortfolio Activation Code on the After Visit Summary (AVS) following an office visit or discharge. This code will enable you to login and create your own user ID and password. If you were not issued an activation code, sign up during you next office visit or contact the MyPortfolio Support Team toll-free at 844-281-UMMS (844-281-8667). You may also reach them by email at myportfoliosupport@umm.edu

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Can you send me a new activation code if I have lost it?

For help with account activation, please contact the MyPortfolio Support Team toll-free at 844-281-UMMS (844-281-8667) or via email at myportfoliosupport@umm.edu.

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My activation code does not work, what should I do?

For your security, your access code expires after 180 days and is no longer valid after the first time you use it. Please contact the MyPortfolio Support Team toll-free at 844-281-UMMS (844-281-8667) or via email at myportfoliosupport@umm.edu if you need assistance with your activation code.

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Is my activation code my user ID?

No, your access code is not your MyPortfolio ID or password. You will use this code only once to log into MyPortfolio for the first time. (The code will expire after you have used it or after 180 days). When you log into MyPortfolio the first time, you will then be asked to create your own unique MyPortfolio ID and password.

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Who do I contact if I have further questions?

The MyPortfolio Support Team is available 24/7 toll-free at 844-281-UMMS (844-281-8667) or via email at myportfoliosupport@umm.edu

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How do I request an appointment?

Locate the "Appointments" button on the left when you log in and then click the "Request an Appt" button. The form you complete allows you to indicate the physician you want to see and your preferred dates and times. Once scheduled by the physicianís office you will receive a notification alert and a new message will appear in your In Box.

You can view both Upcoming Appts and Past Appts by clicking the appropriate buttons.

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Where can I update my personal information (e.g., home address, e-mail or change my password)?

Log into MyPortfolio and from the left menu, go to the Preferences section and select the appropriate option.

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I forgot my password. What should I do?

You may click the "Forgot password" link on the sign-in page to reset your password online. If you are unable to reset your password, contact the MyPortfolio Support Team toll-free at 844-281-UMMS (844-281-8667) or via email at myportfoliosupport@umm.edu.

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What is the Message Center?

The Message Center houses your Inbox and Sent Messages. Listed in the inbox are notification messages that providers and clinic staff have sent to you. You can view the complete text of any message by clicking on its message row.

You can only delete messages that you have read or marked as read. If using message preview, be sure to mark the message as read so that your provider knows that you have received it.

"Sent Items" are lists of messages you have sent to providers or clinic staff. Messages in bold have not yet been read by clinic staff. You can expect a reply within two business days. Please note that you should not use MyPortfolio for urgent situations. Please contact your medical center if the situation requires immediate attention or dial 911 if it is an emergency.

The Request Rx Refill button allows you to request a refill for medications prescribed by an UMMS physician. Please note the refill request is automatically routed to the provider that most recently ordered your refill.

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If some of my health information on MyPortfolio is not correct, what should I do?

Your MyPortfolio information comes directly from your electronic medical record. Ask your doctor to correct any inaccurate information at your next office visit. Your health information is reviewed and updated in your electronic medical record each visit.

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Can I save a copy of my medical information?

A portable copy of your allergies, medications, current health issues, procedures, test results, and immunizations can be downloaded from MyPortfolio to be stored on USB drive. You have the option of protecting the summary with a password, which also encrypts the download.

This feature can be accessed under My Medical Record. Just click the Download Summary button. When you download your health summary document, several files are compressed into a single zipped folder so they can be transferred quickly. You need to uncompress this folder before you can view your documents. Refer to steps below for uncompressing your download.

How do I uncompress my download summary?

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Can I ask questions regarding a family member from my MyPortfolio account?

MyPortfolio offers direct access to your personal health record. Communications about another individual's information will be electronically filed in your health record. Information not appearing in the correct health record could potentially jeopardize medical care. A patient may grant proxy access authorizing another user to access their MyPortfolio account. See What is Proxy Access? for details.

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Can my spouse and I share one MyPortfolio account?

No, since each person has their own health record, each adult must establish their own MyPortfolio account. Please contact the MyPortfolio Support Team toll-free at 844-281-UMMS (844-281-8667) or via email at myportfoliosupport@umm.edu to initiate the activation process. A patient may grant proxy access authorizing another user to access their MyPortfolio account. See What is Proxy Access? for details.

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What is Proxy Access?

Proxy Access allows a person to access data in another personís medical record. Typically, parents will use proxy access to view their childrenís accounts so they can coordinate their health-related information. Adult patents may also request proxy access for another adult -- most often a spouse or adult child. Proxy access can be given to an existing patient, or it can be to a non-patient.

Parents/Guardians of patients from age 0 years to age 17 years and 364 days are eligible. Proxy access for patients from ages 0 years to 11 years and 364 days, will allow guardians of the patient to access their clinical information and give them the ability to message the patientís physician on the patientís behalf via MyPortfolio web portal. Proxy access for patients from 12 years to 17 years and 364 days is a limited view. It provides the guardian with limited view of clinical documentation in MyPortfolio.

If you want to assign proxy access to someone, work with the staff at your providerís office during your next visit.

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How is MyPortfolio secure?

We take great care to ensure your health information is kept private and secure. Access to information is controlled through secure access codes, personal ID's, and passwords. Each person controls their password, and the account cannot be accessed without that password. Further, MyPortfolio uses the latest 128-bit SSL encryption technology with no caching to automatically encrypt your session with MyPortfolio. Unlike conventional e-mail, all MyPortfolio messaging is done while you are securely logged on to our website.

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What is your Privacy Policy?

MyPortfolio is owned and operated by University of Maryland Medical System and its affiliates and is fully compliant with federal and state laws pertaining to your privacy. Your name and e-mail address will be treated with the same care and privacy given your health records and will never be sold or leased by MyPortfolio.

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I was logged out of MyPortfolio, what happened?

We aim to protect your privacy and security of your information. While logged into MyPortfolio, if your keyboard remains idle for 15 minutes or more, you will be automatically logged out of MyPortfolio. We recommend that you log out of your MyPortfolio session if you need to leave your computer for even a short period of time.

What do I need to use MyPortfolio?

You need access to a computer connected to the Internet and an up-to-date browser (such as Internet Explorer, Chrome, or Firefox). You can also access MyPortfolio on a mobile device once you download the Epic MyChart app.

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How do I uncompress my download summary?

Windows Instructions
These steps assume that you use the features that come with your operating system. You can also use another program, such as WinZip, to manage compressed files.

  1. When you downloaded the document library, you selected a location for the library. Open that location with Windows Explorer.
  2. Right-click the compressed file to open the shortcut menu.
  3. Choose Extract All to open the Extraction Wizard.
  4. Click Next.
  5. Select a destination directory for the files. For example, you can enter C:\Lucy to create a Lucy folder for the documents.
  6. Click Next. The files in your document library are uncompressed and created in the location you entered.
  7. Click Finish to close the Extraction Wizard.
  8. If your download was encrypted, navigate to the IHE_XDM folder and double click the file with your name on it (for example, SUZIE1.exe).
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Mac OS Instructions
These steps assume that you use the features that come with your operating system. You can also use another program, such as Stuffit Expander, to manage compressed files.

  1. When you downloaded the document library, you selected a location for the library. Open that location.
  2. Right-click the compressed file on your Desktop to open the shortcut menu.
  3. Select Open. The files in your document library are uncompressed and appear in a folder on your Desktop.
  4. If your download was encrypted, navigate to the IHE_XDM folder and use a program such as Stuffit Expander to unzip the file with your name on it (for example, SUZIE.exe).
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Linux Instructions
These steps are based on Ubuntu. Other distributions might have different steps.

  1. When you downloaded the document library, you selected a location for the library. Open that location with Archive Manager.
  2. Right-click the compressed file to open the shortcut menu.
  3. Click Extract Here. The files in your document library are uncompressed and appear in the current working directory.
  4. If your download was encrypted, navigate to the IHE_XDM folder and use Archive Manager to unzip the file with your name on it (for example, SUZIE.exe).
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1University of Maryland Medical Center, Maryland General Hospital, Baltimore Washington Medical System, Chester River Health System, James Lawrence Kernan Hospital, Shore Health System, University Specialty Hospital and Mt. Washington Pediatric Hospital.