Basics

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 ty...
Thu, May 14, 2020 at 1:08 PM
How to Upload Signed Consent Forms
Before uploading scanned consent forms, please first read our article titled: "Recommendations on Scanning Consent Forms for Best Upload Results"....
Fri, May 31, 2019 at 4:39 PM
How to Request Records
NOTE: Your request cannot be submitted until the signed MedChart authorization(s) for your client are on file.  If your client is missing the required a...
Thu, May 14, 2020 at 1:10 PM
How to Request OHIP Records
1. Click Clients in the menu on the left-hand side of the screen 2. Click on your client's name in the Clients List. Tip: You can also go d...
Thu, May 14, 2020 at 1:10 PM
How to Check Out Action Items
NOTE: You cannot check out a request in Action Items unless the client's MedChart authorizations are on file.  1. Click Action Items. 2. Clic...
Thu, May 14, 2020 at 1:11 PM
How to Download Records
Note: If you need help with downloading Diagnostic Imaging, please refer to our article How to Download DICOM Imaging. 1. Go to your Client's page....
Thu, May 14, 2020 at 1:12 PM
How to View Request Tracking History
Option 1: Request ID # is Known 1. Enter the request ID number in the search bar and then click on your request.  2. Scroll down to the Tracker to...
Thu, May 14, 2020 at 1:12 PM
How to Cancel a Request
Medchart currently does not support users cancelling requests themselves. This is because cancelling a request requires contacting the provider (through fax...
Thu, May 14, 2020 at 1:13 PM
Notification Settings
1. Click on the person-shaped button in top right-hand corner of the screen. Click Notification Settings in the drop-down menu. 3. Click the check-box...
Thu, May 14, 2020 at 1:13 PM
How to Change Your Witness Signature
1. Click Action Items in the menu on the left-hand side of the screen. 2. Click the Witness button beside one of your requests. 3. Click Continue. ...
Thu, May 14, 2020 at 1:14 PM