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Knowledge base
Account Set-Up
Account Set-Up
9
How to Add Users to Medchart
How to Resend Invitations to Staff Users
Staff User Roles and Permissions
How to Create Groups
How to Add Users and Clients to a Group
See all 9 articles
Basics
Basics
14
How to Add a New Client
How to Upload Signed Consent Forms
How to Request Records
How to Request OHIP Records
How to Check Out Action Items
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Groups
Groups
0
Clients
Clients
9
How to Add a New Client
How to Edit Client Information
Appropriate Supporting Documents for a Substitute Decision Maker (SDM)
Creating a Client without a Health Card
Registering a SDM for a Minor
See all 9 articles
Authorization Forms
Authorization Forms
8
How to Email Authorization Forms to Clients for e-Signature
How do I remind my client to accept my invitation and e-sign consent forms?
How to Change/Update a Client's Authorization Forms
The Benefit of e-Signatures
Check the Status of an Authorization
See all 8 articles
Requests
Requests
5
How to Request Ambulance Call Reports
How to Create a New Provider for Record Requests
How to Download DICOM Imaging
How to Request an OHIP Summary
How to Request Records from Sick Kids
Action Items
Action Items
2
How to Witness an Authorization in Medchart
How to Submit a Request in Action Items
Provider (HIC) Invoices
Provider (HIC) Invoices
7
How to Approve a Provider Invoice
How to Dispute an Invoice
How to Set Invoice Auto-Approval Limits
How to Find a Provider's Invoice
Records and Invoice Received Together
See all 7 articles
Help Desk Software
by Freshdesk
