Medchart (Ticket Center)

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