1. Navigate to your client’s profile by typing their name on the search bar.
2. Click the “New Request” button on the client’s profile.
3. Enter the name of the provider you wish to request from, click Search, and then select the entry that matches what you are looking for.
Please note that you can also search by the provider’s address, phone number, or fax number. If you cannot find the provider after trying each of those options, scroll to the bottom of the provider table and click the Create New Provider option to enter the details of the provider you require records from.
4. Select the type of records you would like to receive: Records, Imaging, and Billing. You can select only one, a combination of the three, or all of them depending on your needs. Click “Next” when you have selected the products you want.
If you need to edit where you are requesting a specific product from, click the “Update” button associated with that product to redirect the request. (For example, if a hospital keeps its billing records offsite you can enter that information by clicking Update to ensure the request is not simply being sent to the hospital’s Health Records department)
5. Select the date range(s) you require records for.
6. You can customize each product request by clicking “Customize.”
7. Customize your request by identifying which type of medical and billing records you want, whether you require any sensitive information, if you need an affidavit, and which authorization you wish to use. You can also write a note to the provider regarding the request. Click Save when you have completed your customization.
8) Please ensure to select the correct add-ons if you require an affidavit , an affidavit with notary or chart certification. 
8. Repeat the above process for the remaining products (records, imaging, billing).
9. Click “Next” when you are ready to submit your request.
10. You will now be promoted to select “Review & Submit” or "Add to Action Items". If you are ready to submit your request select "Review and Submit," if you would like to submit the request on a later time you can "Add to Action Items." 
11. If you have selected "Review and Submit" please review the authorizations and “Agree and Submit."
12. 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.
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How to Collect Clients Signatures Via SMS
How to Use Your Firm’s Authorizations for Requests
Congrats! You now know how to submit a request through Medchart, if you are still unsure or have questions please feel to contact us at [email protected]