Account Set-Up

How to Add Users to Medchart
This article only applies to Admin Users in your organization. 1. Click on "Staff Users" on the left navigation menu. 2. Under the Users...
Thu, May 14, 2020 at 12:37 PM
How to Resend Invitations to Staff Users
This article only applies for Admin users in your organization. If you have invited your staff or colleagues to your organization's MedChart accoun...
Thu, May 14, 2020 at 12:37 PM
Staff User Roles and Permissions
There are two types of Users in Medchart: Admin Users and Regular Users. We recommend that Partners, Lawyers, and Office Administrators are registered as Ad...
Thu, May 14, 2020 at 12:38 PM
How to Create Groups
1. Click on the Staff Groups tab in the menu on the left-hand side of the screen. 2. Click Create Group. 3. Enter your group's Name and Des...
Thu, May 14, 2020 at 12:38 PM
How to Add Users and Clients to a Group
1. Click Staff Groups. 2. Find the group you need to edit in the Staff Groups list and then click the Details button. 3. Click on the Pencil ico...
Thu, May 14, 2020 at 12:38 PM
How to Find and Pay Medchart Invoices
Please Note: MedChart shall charge a late payment fee of 2% per month on any overdue and unpaid balance not in dispute. 1. Click on the person-shaped ic...
Fri, May 31, 2019 at 1:09 PM
Generate Reports - Account Statement and Disbursement Total by Client
Law firms operating under our pre-pay service do not receive monthly invoices. Instead such users will generate reports - account statements or disbursement...
Thu, May 14, 2020 at 12:39 PM
How to Add Credits to Your Account
If your firm's account is configured to manage payments through our credit system, you will need to ensure your account's credit balance remains i...
Fri, May 31, 2019 at 1:05 PM
How to Add a Logo to Your Account
1. Click on the person-shaped button on the right-hand side of the screen. 2. Click Organization Information 3. Click on the pencil icon beside ...
Thu, May 14, 2020 at 12:39 PM
How to Find Your Firm Invoices
Downloading your firm's invoice is a simple and easy process.  Log into Medchart and follow these three steps: 1. Click on the person icon in t...
Thu, May 14, 2020 at 12:39 PM