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Knowledge base
Account Set-Up
Account Set-Up
12
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 12 articles
Records
1
How to Verify Patient and Consent Information
Basics
Basics
17
How to Add a New Client
How to Upload Signed Consent Forms
How to Request Records
How to Check Out Action Items
How to Download Records
See all 17 articles
Groups
Groups
0
clients
Clients
11
How to Add a New Client
How to Change a Client's DOB
How to Edit Client Information
Appropriate Supporting Documents for a Substitute Decision Maker (SDM)
Creating a Client without a Health Card
See all 11 articles
Authorization Forms
Authorization Forms
9
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 9 articles
Requests
Requests
19
How to Create a New Provider for Record Requests
How to Download DICOM Imaging
How to Request Ambulance Call Reports
How to Request Records from Sick Kids
How to Request Health Insurance BC Medical Services Plan (MSP) Records
See all 19 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
Consumers
Consumers
13
How to Switch to Your Dependent's Account
How to Edit Your Dependent's Personal Information
How to Edit Your Personal Information
How to Register a Dependent under Your MedChart Account
How to Request Your Records
See all 13 articles
Filevine Integration
Filevine Integration
2
How to Import Clients from Filevine
How to Integrate Filevine with Medchart
Help Desk Software
by Freshdesk
