Authorization "How To's"

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. Once you are on the client's profile se...
Wed, May 5, 2021 at 2:27 PM
For Clients: 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. Please note steps bel...
Thu, Jan 23, 2025 at 11:41 AM
How to Change/Update Client 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. However, you ca...
Thu, Jan 23, 2025 at 12:32 PM
How To 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 request...
Thu, Jan 23, 2025 at 2:51 PM
How to Download/Print Authorizations
1. Click on the "Dashboard" button at the top of the left navigation menu. 2. Under Quick Access, click on "Download Consent F...
Thu, Jan 23, 2025 at 12:18 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"....
Wed, May 5, 2021 at 6:07 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. ...
Thu, Jan 23, 2025 at 11:51 AM
How to Witness an Authorization Form in Medchart
Note: a Witness Signature is added when the request is being submitted. This article assumes you have already created your Client's Request and it is in...
Thu, Jan 23, 2025 at 12:02 PM
How to Request E-signatures From Clients in Bulk
You can now bulk request e-signatures from various clients and check on the status of consent forms! 1) Navigate to your Dashboard, then under Quick ...
Thu, Jan 23, 2025 at 12:12 PM