Authorization Forms

How to Email Authorization Forms to Clients for e-Signature
1. Enter your client's name in the search bar at the top of the page and click on the result. 2. Click the Options button and select Consent...
Thu, May 14, 2020 at 12:59 PM
How do I remind my client to accept my invitation and e-sign consent forms?
This topic only applies to clients that you have invited to your account using their email addresses. For security purposes, client invitation links expire...
Thu, May 14, 2020 at 12:59 PM
How to Change/Update a Client's Authorization Forms
If you have already uploaded documents to your Client's Consents page, you will notice that there is no option available to delete them. This, however,...
Thu, May 14, 2020 at 12:59 PM
The Benefit of e-Signatures
Please Note: Our authorization forms are available in the Medchart portal and can be sent to your clients via email during registration. If you require assi...
Thu, May 14, 2020 at 1:00 PM
Check the Status of an Authorization
1. Go to your client's profile. 2. Click Options and then click Consents. 3. The Consents table tracks when the Authorization forms were reques...
Thu, May 14, 2020 at 1:00 PM
How to sign an electronic authorization from Medchart?
MedChart has an electronic signature feature that allows clients to easily sign electronic authorizations requested by their law firm.  How to sign the ...
Thu, May 14, 2020 at 1:00 PM
Recommendations on Scanning Consent Forms for Best Upload Results
MedChart supports the upload of scanned paper consent forms for clients who do not have email or are not comfortable with going through an electronic signat...
Thu, May 14, 2020 at 1:00 PM
How to Download/Print Authorizations
1. Click on the "Dashboard" button at the top of the left navigation menu. 2. Under the Quick Access section, click on the "Downlo...
Thu, May 14, 2020 at 1:01 PM