Bring your UCSF MyChart records into Triangle.

How UCSF connects

Reviewed 26 October 2026. Status labels you may see: Connected, Running, Partial, Complete, Reconnect. No scheduled sync.

1. Sign in and choose the person

   The grant is for that person and UCSF, not every MyChart login you have.

2. Settings → Connections, then UCSF Health

   On 26 October 2026 the directory listed 1,290 brands. That is not 1,290 working connections. If UCSF is not enabled, a request does not start consent or an import.

3. Authorize in UCSF MyChart

   If it is enabled, you approve access in UCSF MyChart. Triangle stores the credentials encrypted for that person and UCSF. A Triangle role does not create a UCSF login.

4. Choose categories and start the import

   You start it. Triangle saves the source records, later revisions, and where each item came from. New vitals can show under Measurements. Other records go to Records.

5. Read the status

   Connected is authorization only. Partial means some records arrived. Stop import and Retry remaining are available. Complete covers this run, for the categories you chose, within what UCSF sent. Reconnect means approve access again.

What a UCSF import can include

Profile, visits, problems, allergies, medication orders, labs, vitals, reports, immunizations, procedures, and clinical documents. What arrives depends on UCSF, your permissions, and import limits. Messages, billing, and UCSF MyChart Bedside are not this import.

• Medication orders are not proof you take that medicine now.
• Records UCSF does not send are still missing when the status says Complete.

The account you need

You need a Triangle account that can add records for that person, then UCSF MyChart’s own authorization. UCSF calls the portal UCSF MyChart and the record system APeX. Epic and UCSF Health do not endorse Triangle. Another hospital is a separate connection.

Connected is not imported

A connection stores access. It is not a finished import, a complete history, or clinical accuracy. There is no scheduled sync. Disconnecting does not delete records already saved. The source stays in Records. New vitals may also appear under Measurements.

If UCSF is not enabled

Leave a request in Connections. It does not open UCSF MyChart or retrieve records, and it is not a HIPAA request. For a formal copy, contact UCSF. The links below cover that path.

What this does not promise

• Not every hospital, and not every UCSF name in the directory.
• Not a complete history, and not an instant import.
• No scheduled sync.
• No Epic or UCSF endorsement.
• A finished import is not clinical accuracy.
• Medication orders are not current use.
• Disconnecting does not delete saved records.

Other ways to add records

• Participating providers

  A different consent flow in Connections. It can return nothing. It is not a UCSF login.

• Medicare claims

  Billed services from Medicare.gov, not UCSF visit notes. Not on every account.

  Medicare Blue Button

• Files you already have

  Upload what you saved from UCSF MyChart. Not every file can be read.

Related reading

• Patient portal vs full medical record

  What a portal shows, and what a formal request can add.

• Caregiver access to medical records

  Connecting for someone else.

• Getting your medical records

  Ask UCSF for a copy this import does not include.

• Your HIPAA right of access

  A Triangle request is not that complaint.

• Sharing records with a new doctor

  Separate from this UCSF connection.

Where the portal name comes from

• UCSF Health: About MyChart

  UCSF’s description of its portal. Not an endorsement of Triangle.