Clients

How to Add a New Client
Before you place a request for a client, you will need to add them into our system. Here are the steps on how to add a new client:  1. Click on "Cl...
Wed, Feb 19, 2025 at 9:40 AM
How to Change a Client's DOB
You may come across an instance where you need to update the client's DOB if it was inputted incorrectly. Please note: you can only make edits to client...
Wed, Feb 19, 2025 at 8:51 AM
How to Edit Client Information
Here are the steps on how to edit your client's information on their Medchart profile:  1.Search for your client name under the search bar at the to...
Wed, Feb 19, 2025 at 8:53 AM
Appropriate Supporting Documents for a Substitute Decision Maker (SDM)
A Substitute Decision Maker (SDM) is an individual authorized to act on behalf of someone who is unable to legally represent themselves. To ensure complianc...
Wed, Feb 19, 2025 at 9:05 AM
Creating a Client without a Health Card
Although inputting Health Card information is a mandatory field when creating your client's profile, we understand that not all client's may have a ...
Wed, Feb 19, 2025 at 9:10 AM
Creating a Client Who Has a Substitute Decision Maker (SDM)
According to PHIPA (Personal Health Information Protection Act) and PIPA (Personal Information Protection Act), consent to retrieve personal medical records...
Wed, Feb 19, 2025 at 9:17 AM
How to Edit/Remove SDM Information
You may come across an instance where you need to edit the existing SDM information if any information has changed or is incorrect. Alternatively, there may...
Wed, Feb 19, 2025 at 9:23 AM
How to Upload Photo ID for a Client
Photo ID may be used or required by providers to help verify the client's identity. To upload Photo ID to the client's profile, please follow these ...
Wed, Feb 19, 2025 at 9:26 AM
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...
Wed, Feb 19, 2025 at 9:31 AM
How to Find a Client's Disbursements
A list of disbursements is generated on each client's profile. To access a client's disbursements, please follow these steps:  1. Go to your clien...
Wed, Feb 19, 2025 at 9:35 AM