Requests and Records

How to Re-assign Requests to Another User:
You can now transfer Medchart requests to your colleagues! Whether you are going away on vacation or simply handing over a client's file to a co-worker,...
Wed, May 19, 2021 at 11:36 AM
Filtering Requests by team:
1. Select clients on the top left of the screen        2.Once you navigate to the client page you will see a “filter by team option” 3.This allo...
Wed, May 19, 2021 at 11:34 AM
How to Submit a Request Under Action Items:
1.Click action items on the top left side of the portal 2.Locate request and click “review”                                                      ...
Thu, Jan 28, 2021 at 10:39 AM
How to Delete a Request Under Action Items:
1.Click Action Items on the top left side of the portal 2. Locate request. If a request has not yet been submitted and the status is currently “in car...
Thu, Jan 28, 2021 at 2:56 PM
How to Cancel a Request (Updated)
1. To cancel an already submitted request , navigate to the Request Details page by searching the request ID on the search bar.  2. Onc...
Thu, Jul 22, 2021 at 4:31 PM
Refund Policies
MedChart Fee Refund MedChart charges a flat fee for all of the time and work carried out to retrieve and digitize records. As soon as a request is placed, ...
Thu, Dec 17, 2020 at 5:15 PM
Setting up an Affidavit Add-on Reminder
1. As an Admin user for your firm's Medchart account, log in to your account and click on Organization Settings from the gear icon in the top-right co...
Tue, Sep 7, 2021 at 4:35 PM
How to Submit a Request (Digital Records)
1. Navigate to your client's profile. 2. Click the "+Digital Retrieval" button on the client's profile. 3. Select the Provider (...
Mon, Jun 20, 2022 at 12:20 PM