Requests and Records

How to Submit a Request
1. Navigate to your client’s profile by typing their name on the search bar. 2. Click the “New Request” button on the client’s profile. ...
Fri, Jul 30, 2021 at 4:19 PM
How to Submit Billing Requests
1. Navigate to your client’s profile by typing their name on the search bar.    2. Click the “New Request” button on the client’s profile (located a...
Mon, May 17, 2021 at 4:55 PM
How to Add a DWQ to Your Request (Deposition by Written Questionnaire)
We have update our process on the portal to add an Deposition by Written Questionnaire (DWQ).  Our system will now automatically generate the DWQ to be sen...
Mon, May 17, 2021 at 5:25 PM
How to Request Multiple Date Ranges:
 To request multiple date ranges: 1. Go to your Client's page. You can navigate to this page by entering their name in the search bar at the top of ...
Tue, May 18, 2021 at 2:16 PM
How to Add an Affidavit
There are 2 options to add your firm's affidavit to a request.  Option #1 1. When placing a request you can customize what type of information you req...
Fri, Aug 27, 2021 at 2:45 PM
How to Download Records:
1. Go to your Client's page. You can navigate to this page by entering their name in the search bar at the top of the screen        2. O...
Tue, May 18, 2021 at 12:03 PM
How to Download Imaging Files
1. Go to your Client's page. You can navigate to this page by entering their name in the search bar at the top of the screen     ...
Fri, Jul 30, 2021 at 12:53 PM
How to View DICOM Imaging Within the Portal
1. Go to your Client's page. You can navigate to this page by entering their name in     the search bar at the top of the screen.       2.  Onc...
Tue, May 18, 2021 at 2:21 PM
How to Edit Request Details Once it Has Already Been Submitted
1. Go to the Request Details page by entering the Medchart Request ID on the search bar.         2. Once you are on the Request Details page ...
Mon, May 17, 2021 at 5:35 PM
How to View Request Tracking History.
1. Enter the request ID number in the search bar and then click on the request. If you do not know the request ID number, you can search the client’s name a...
Tue, May 18, 2021 at 2:19 PM