We’re excited to have you onboard!
Our goal is to ensure requesting records is a smooth and easy process for all of our clients. We have many help articles and complementary live training offered by our staff at Medchart, walking you through the step by step process of how to request records and register clients through our portal. To set up a live training please give us a call at 888-399-7789 or email us at [email protected]
Online Resources
Help Center
Our Help Center, which includes articles and videos created by our team, answers FAQs, explains how to perform key tasks, and logs updates to our portal. We encourage you to check out more of it while you're here!
If you're just starting out with us, there are a few articles that we recommend you review over your first few days.
This is one of the first things you need to do in Medchart before you can start requesting records! Check out out how to article to begin.
How to Collect Client Signature Via Email
E-signatures are a great way to speed up the request process. If you are a little confused on how getting an e-signature works, this article will show you how to do it.
How to Use Your Firms Authorizations for Requests
Medchart also allows firms to use their own authorization forms when submitting requests. Please see this article to learn how to do so.
What we are all here for! This article goes step-by-step through creating requests, which is what you'll spend most of your time in Medchart doing!
Live Chat
We make it easy for you to ask for help right when you need it. Clicking on the purple chat icon in MedChart opens our Intercom system. With it you’re able to search our article database and send a message to our team. We’re here to help – so ask away! We reply to everyone and strive to have questions answered within minutes.