Clients

How to Add a New Client
1. Click on "Clients" in the left navigation menu. 2. Click "New Client" in the top right hand corner. 3. Select the t...
Thu, May 14, 2020 at 1:07 PM
How to Change a Client's DOB
Please note that only you can only make edits to clients to which you are assigned. 1. Click on the Clients tab in the menu on the left-hand side of the...
Thu, May 14, 2020 at 1:02 PM
How to Edit Client Information
1. Click on "Clients" in the left navigation menu. 2. Click anywhere on the client's entry in the client table to open up the clie...
Thu, May 14, 2020 at 1:02 PM
Appropriate Supporting Documents for a Substitute Decision Maker (SDM)
A Substitute Decision Maker (SDM) is a person given authority to act on behalf of someone who is unable to legally represent themselves. MedChart requir...
Thu, May 14, 2020 at 1:02 PM
Creating a Client without a Health Card
1. Click Clients.  2. Click New Client. 3. Identify whose consent will be used. 4. On the Register Client page, fill out the Personal Info...
Thu, May 14, 2020 at 1:02 PM
Creating a Client Who Has a Substitute Decision Maker (SDM)
According to PHIPA and PIPA, consent to retrieve personal medical records must come from a requester over the age of 16 years old. When registering a client...
Thu, May 14, 2020 at 1:03 PM
How to Edit SDM Information
1. Go to your client's profile. 2. Click the pencil icon for the SDM Information section. 3. Edit the fields as needed.  NOTE: If your cl...
Thu, May 14, 2020 at 1:04 PM
Upload Supporting Documents
1. Go to your Client's profile 2. Click Options and click Supporting Documents 3. Click Add Document 4. Select the Document Type (Health ...
Thu, May 14, 2020 at 1:05 PM
Filter Clients by Group
If you are a member of multiple groups at your firm, you will have visibility of all of their clients. If you would like to focus your searches on clients f...
Thu, May 14, 2020 at 1:05 PM
How to Find a Client's Disbursements
1. Go to your client's profile. 2. Click Options and then click Disbursements 3. Set your filter and click Print. Congratulations! Y...
Thu, May 14, 2020 at 1:05 PM