You now have the ability to retroactively link clients to Filevine.

  1. If you registered a client within Medchart prior to your Filevine integration (or you forgot to link them when registering the client), you can now link them straight from their profile.
    • Please note, once linked, only new data (requests, records, expenses, etc.) will integrate.
    • Old requests and records will not be imported to Filevine.

To link your client retroactively:

  1. Log into Medchart and navigate to your client’s profile.
  2. Edit the client’s profile by clicking the pencil icon in the top right-hand corner:

3. Click “Link Filevine:”

 

4. Copy the URL from the client’s project within Filevine (any page will work) and paste the link here. Click “Search:”

 

5. When you find the client, the integration has been completed!



If you have any questions, please reach out to us at [email protected].