You will first have to create a new client in order to collect their signature. If you are unsure of this process, please check out the help article on How to Add a Client.
1. During the process of creating a client, you will be given the option to choose how your client will be signing the authorization. You will then select “My client has signed on paper and I will Scan & Upload ."
2. By choosing this option you will be required to individually scan and upload each signed Medchart agreement. To download and/or upload these agreements select continue. 
3. Next, You will have the option to upload the form. If you already have the signed forms , please uploaded & select Save.
NOTE: This option requires the Medchart team to manually verify your uploaded documents and will add up to 2 business days of delay to your client profile set-up. For fastest set-up, please select one of the electronic signature options
4. If you do not have the agreements and would like to download a copy, select the download button next to each document. A PDF copy of the agreements will pop up. Save those documents to your desktop and select "cancel" to go back to the client check list.
5. If you select "view client" you will notice that the client's profile will appear as incomplete - until the patient agreements have been signed and uploaded.
4. In a later time, once you receive the signed agreement from your client, Navigate to their profile to upload.
6. You will notice a flagged message on their profile stating that the profile is incomplete. Select the "click here to continue set-up " link. 
7. Then you will follow step #1, #2 and #3 of this article to upload the documents.
That is it! You now know how to download and upload the Medchart forms to the client profile! If you are still unsure about this process and require assistance please email us at [email protected].