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Knowledge base
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Getting started
3
How to Create a Medchart Account
Welcome to Medchart !
Medchart US Portal Training 2021
Requests and Records
Requests and Records
18
How to Submit a Request
How to Submit Billing Requests
How to Add a DWQ to Your Request (Deposition by Written Questionnaire)
How to Request Multiple Date Ranges:
How to Add an Affidavit
View all 18
Authorization
Authorization Type
8
How to Collect Clients Signature Via Email
How to Collect Client Signatures via SMS
How to Use Your Firm’s Authorizations for Requests
The Benefits of Using Medchart Consents
How to Upload/Import Client Signatures
View all 8
Client Base
Clients & General Information
5
How to Add a Client
How to Upload Supporting Documents
How to View Client Disbursement
How to Archive Client
How to Re-activate a Client Profile
Clients with a Substitute Decision Maker (SDM)
3
How to Add a Client with a Substitute Decision Maker
How to Edit a Substitute Decision Maker’s Information
Types of SDM (Substitute Decision Maker) Documents
Staff Base
Staff users
7
How to Add a New Staff User:
How to Archive Staff Users
How to Reactivate Staff Users
How to Resend Invitation:
Staff User Roles and Permission
View all 7
Provider Invoices
Health Information Custodian Invoices
4
How to Approve a Provider Invoice
How to Dispute an Invoice:
How to Set Invoice Auto-Approval Limits
Refund Policies
Account Settings
Account/Organization settings
5
How to Add Funds to Your Account
How to Change Your Account Password:
How to Add your Firm's Logo
How to View Account Balance
How to Generate an Account Statement
Medchart Desk Guide
Desk Guide 2020-2021
1
Medchart's Digital Desk Guide
Customer Experience
Integrations
0
Portal Updates
Q4 2022
1
December New Feature Release!
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
View all 17
Smart Advocate
Integration
3
How to Set Up Smart Advocate Integration
How to Link Client from Smart Advocate
How to View Records from Medchart in Smart Advocate
FAQ
Privacy
1
Frequently asked questions related to privacy
General
1
General FAQ
FAQ
1
Error when electronically signing consent forms
Getting Started
Getting Started
6
How to Create a New Medchart Account
How to Join my Organization's Existing Medchart Account
Welcome to Medchart!
Unsupported Browsers
How to Request Records
View all 6
Filevine
Filevine Integration
3
How to Import Clients from Filevine
How to Integrate Filevine with Medchart
How to Set-Up Custom Tab in Filevine
Clinic
Getting Started
2
How to Create a Medchart Account
How to Verify and Configure Your Medchart Account
How to Release Records
3
How to Verify Patient and Consent Information
How to Upload and Release Records
How to Request Payment
Account and User Settings
7
How to add a user to Medchart
Add a Practitioner to Medchart
How to Change your Password and Email Notifications
Update Remittance Information and Add Payable Accounts
Add a Pre-Payment Fee
View all 7
Requests
2
Customize Your Request Pages
Set the Records and Imaging Available to Request
Connecting Medchart with your system
0
IT Support
IT How To
4
How To Install Company Portal On MAC OS
HOW TO SEND SECURE EMAIL
How To Turn On BitLocker
Replacing or Resetting Your Smart Phone?
Cancellation/Refund Policies
Cancellation/Refund Policies
3
Refund Policies
No Response from Requester (Cancelation Notice)
How to Cancel a Request
Filevine Integration
Filevine Integration
2
How to Import Clients from Filevine
How to Integrate Filevine with Medchart
Medchart Desk-guide
Desk Guide
1
Medchart's Digital Desk Guide
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
View all 12
Records
1
How to Verify Patient and Consent Information
Groups
Groups
0
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
View all 9
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
View all 19
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
View all 7
Service Standards
Provider Service Standards
3
Standard Request Plan
Urgent Request Plan
Digitally Connected Providers Request Plan
Hospital, History, and EMS Service Standard
2
Standard Request Plan
Urgent Request Plan
Service Standard
General Service Standard
1
Standard Request Plan
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
View all 13
Authorizations
Authorizations
13
The Benefit of E-Signatures
How to Email Authorization Forms to Clients for e-Signature
How to Sign an Electronic Authorization from Medchart?
How to Remind Clients to Accept Invitation and e-sign Consent Forms?
How to Change/Update Client Authorization Forms
View all 13
Organization/Account Settings
Organization
8
How to Find and Pay Medchart Invoices
Generate Reports - Account Statement and Disbursement Total by Client
How to Add Credits to Your Account
How to Add a Logo to Your Account
How to Find Your Firm Invoices
View all 8
Clients and Staff Users
Clients
12
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
View all 12
Staff
7
How to Add Users to Medchart
How to Resend Invitations to Staff Users
Staff User Roles and Permissions
Staff Usage Metrics
How to Add Users and Clients to a Group
View all 7
Records Requests
Requests
21
How to Request Records
How to Create a New Provider for Record Requests
How to Request Ambulance Call Reports
How to Request Records from Sick Kids
How to Download Diagnostic Imaging
View all 21
OHIP / Provincial Records Requests
13
How to Place an OHIP Request (Using E-signature)
How to place an OHIP Request (Using a Scanned Copy of the OHIP Form)
OHIP Standard Request Timeline
How to Request Health Insurance BC Medical Services Plan (MSP) Records
How to Request Alberta Summary of Benefits Paid (SOBP) Records
View all 13
Health Information Custodian (provider) Invoices
6
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
View all 6
Filevine Integration Resources
Filevine
4
How to Import Clients from Filevine
How to Integrate Filevine with Medchart
How to Retroactively Link Clients with Filevine
How to Set-Up Custom Tab in Filevine
Records Summarization
Records Summarization
5
How to Submit a Record for Summarization
How to View Summarization Fee Statements
How to Add a Credit Card to your App Store
Can I Summarize Records for Clients without a Medchart Profile?
How to Upload Records Received Externally for Summarization
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
View all 11
Help Desk Software
by Freshdesk
