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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
15
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
Creating a Client Who Has a Substitute Decision Maker (SDM)
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
11
How to Create a New Provider for Record Requests
How to Request Ambulance Call Reports
How to Request Records from Sick Kids
How to Request an OHIP Summary
How to Request Health Insurance BC Medical Services Plan (MSP) Records
See all 11 articles
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
