In order to use your law firm’s authorization to request records for clients, you will need to ensure that during the client registration process that you skip the Collect Client Signature step. Simply click the View Client button to continue to your client’s profile.
The client’s profile will be flagged as incomplete. Disregard this notice and begin the request process.
1. On the client's profile select Click New Request. 
2.Enter the name of the provider and select them from the list.
3. Identify which products you need and click Next.
4. Enter the date range.
5. Customize the request if required.
6. Click Upload Signed Authorization
7. Click the Upload button and find your authorization to upload.
Please note that you must upload a fully executed copy of your firm’s authorization.
An authorization is considered fully executed if it includes the provider’s information (name, address, and contact info), the records requested for release, the client’s information and signature/initials, and the date the authorization was executed/signed. It is important to note that if you choose to use your own authorizations, you will need to execute an authorization on your end each time before submitting a request through Medchart. We recommend collecting your client’s signature and initials through Medchart to avoid having to do this.
8. Review the authorization added and click the Agree and Submit button once you’re done.
9. The request is now complete! You can now click “View Request Details” to review the request you just submitted or “New Request” to place another request for your client.
Great job! You now know how to upload and use your own authorization to submit requests.
If you have any questions, please contact us at [email protected]