1. As an Admin user for your firm's Medchart account, log in to your account and click on Organization Settings from the gear icon in the top-right corner.
2. Select Request Settings from the left-hand menu.
3. Within Request Settings, click the pencil icon button to edit the settings.
4. Check off Default Affidavit Add-On to enable the notification feature and click Save to save your settings.
5. Now whenever a user creates a request, they will be notified to either upload an affidavit OR to check off that they do not require an affidavit for each product requested.
6. Users can customize each product requested by clicking Customize.
7. Customize your request by identifying the following:
- The type of medical, imaging and/or billing records you require;
- Whether you require any sensitive information;
- Which authorization you wish to use (i.e. HIPPA vs HITECH);
- If you require an affidavit, you have the option to upload an affidavit or you can check off that an affidavit is not required;
- You can also write a note to the provider regarding the request.
- Click Save when you have completed your customization.
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 prompted 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 at a later time you can "Add to Action Items." 