Clients
1. Click on "Clients" in the left navigation menu. 2. Click "New Client" in the top right hand corner. 3. Select ...
Tue, May 11, 2021 at 12:04 PM
Please note that only you can only make edits to clients to which you are assigned. 1. Search for you client's profile on the search bar to be na...
Tue, May 11, 2021 at 2:14 PM
1.Search for your client name under the search bar 2. Once you are on your client's profile click the pencil icon in the top right hand corner ...
Thu, Jun 24, 2021 at 4:37 PM
A Substitute Decision Maker (SDM) is a person given authority to act on behalf of someone who is unable to legally represent themselves. MedChart re...
Tue, May 11, 2021 at 5:09 PM
1. Click Clients. 2. Click New Client. 3. Identify whose consent will be used. 4. On the Register Client page, fill out the Pers...
Tue, May 11, 2021 at 5:33 PM
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...
Wed, Dec 9, 2020 at 12:33 PM
1. Go to your client's profile. 2. Click the pencil icon in the top-right of the SDM profile. 3. If required,...
Mon, Aug 9, 2021 at 4:00 PM
1. Go to your Client's profile 2. Click Options and click Supporting Documents 3. Click Add Document 4. Select the Document Typ...
Tue, May 11, 2021 at 5:36 PM
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...
Tue, May 11, 2021 at 6:03 PM
1. Go to your client's profile. 2. Click Options and then click Disbursements 3. Set your filter and click Print. Congratulations! Yo...
Wed, May 12, 2021 at 12:28 PM