Authorization Type

How to Collect Clients Signature Via Email
You will first have to create a new client in order to collect their signature. If you are unsure of this process, please check out the help article on How ...
Fri, May 14, 2021 at 3:00 PM
How to Collect Client Signatures via SMS
You will first have to create a new client in order to collect their signature. If you are unsure of this process please check out the help article on Ho...
Mon, Nov 1, 2021 at 2:18 PM
How to Use Your Firm’s Authorizations for Requests
In order to use your law firm’s authorization to request records for clients, you will need to ensure that during the client registration process that you s...
Mon, May 17, 2021 at 11:50 AM
The Benefits of Using Medchart Consents
Although we offer the flexibility to request your clients’ medical records using our authorizations or your own, we highly recommend opting to use Medchart ...
Mon, Nov 1, 2021 at 2:43 PM
How to Upload/Import Client Signatures
You will first have to create a new client in order to collect their signature. If you are unsure of this process please check out the help article How to A...
Mon, May 17, 2021 at 4:11 PM
How to Collect a Substitute Decision Maker’s Signature
If you have requested that a client’s Substitute Decision Maker (SDM) provides their signature and initials electronically, they will receive an email from ...
Mon, May 17, 2021 at 4:14 PM
How to Check If Your Client Has Provided Their Electronic Signature and Initials
1. Navigate to your client’s profile. Their profile will show as incomplete if there are no signature and initials on file for them. You will be prompted t...
Mon, May 17, 2021 at 4:18 PM
How to Download Medchart Forms and Upload to Client Profile
You will first have to create a new client in order to collect their signature. If you are unsure of this process, please check out the help article on How ...
Fri, Apr 30, 2021 at 5:11 PM