Requests

How to Request Records Using a Client's Billing History
With Medchart, not only can you request your clients' billing history (ex. OHIP and MSP) and receive a CVS in addition to the original record - you can ...
Tue, Dec 8, 2020 at 5:24 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...
Tue, Dec 8, 2020 at 5:25 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-...
Fri, May 7, 2021 at 6:18 PM
How To Download Records (If In Multiple Batches)
If you would like to download all records received at once even though they were uploaded in separate batches you can do so by following the steps below; ...
Mon, May 10, 2021 at 12:48 PM
Dashboard Filters
The Dashboard has been updated to allow users to customize which requests they see on their Dashboard. Each user's Filters settings are saved once t...
Mon, May 10, 2021 at 1:03 PM
Limitations to Changing a Request's Date Range
Medchart has reviewed our policy regarding changing date ranges on requests submitted through our portal. Due to the frequency of users changing their r...
Mon, May 10, 2021 at 1:17 PM
How to Find Your Request ID
Each of your requests has an unique Request ID that our team will reference in conversation with you or ask you to provide when you are asking for an updat...
Mon, May 10, 2021 at 1:35 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. ...
Tue, Dec 8, 2020 at 5:32 PM
How to Submit a Request in Action Items
. Click Action Items. 2. Find your request and click Witness. 3. A Docu-Sign window will open prompting you to provide your signature as a Wi...
Mon, May 10, 2021 at 1:37 PM
How to Duplicate a Request
You can duplicate a request if you require an updated set of records from the same provider, for the same client.  1. Head into the Request Detail...
Fri, Jul 16, 2021 at 3:33 PM