How to Set up a Delegate or Designate to Use SADIE

Narrator: This video shows how to set up a delegate or designate to use SADIE, the Special Authorization Digital Information Exchange.

There are two steps. In the first step the prescriber must authorize the designee account in GO Secure. In the second step a delegate that is set up or the prescriber must create the new users account in SADIE.  

All names and accounts in this video demonstration are fictitious. As a prescriber, to authorize a designee in GO Secure begin by selecting the SADIE website www.Ontario.ca/SADIE.

Click on the SADIE Login button. The GO Secure Login screen displays. Enter your GO Secure ID email and password to log in. Don't have a GO Secure account? Visit www.ebse.health.gov.on.ca to register for one.

The Welcome to eBSE screen displays. Select Continue. Select the Designee Maintenance, Add Remove Update link on the Administration and Ministry Services screen.

Click the Add Designees button. Enter the name and GO Secure email address of the new user and click Save.  

A message indicates the designee has been saved successfully and instructions have been emailed.  

Select the Designated Accounts button. The Designated Accounts screen displays.  

Review the names of those designated. Write down the shared secret for each person. Note, it is case sensitive. Give the designees the shared secrets which they must use within seven days.  

A designate only requires a shared secret the first time they log in to GO Secure.  

After a prescriber adds a new designee in GO Secure the delegate or designate will receive three emails from GO Secure as they complete their account registration.  

Designees must follow the instructions and links in the three automated emails in order to create their own GO Secure account and accept the designation. Now that the prescriber has authorized the designee's account in GO Secure they must do the final step of creating the delegate or designate account in SADIE. 

After logging into SADIE to add the delegate or designate account, click on the Profile Management button. The My Users section displays.  

Select the Add User button. The Add User window opens. Add the user's details including the email address they are using or plan to use for their GO Secure account plus the practice locations to which they will have access to view and create requests.

Select the user role either designate or delegate. Delegates automatically have access to all practice locations. For designates, associate them to at least one practice location by clicking the check box.  

If the designate works for a patient support program or a drug access navigator remember to select the appropriate practice location to limit their access. If in agreement click the check box and the accept button to add the new account in SADIE. Both steps have been completed and the new user can now log into GO Secure to access SADIE.

Find links to other learning resources on our training aids page at ontario.ca/SADIE. 

Have questions? Email us at SADIE@ontario.ca.