Medchart (Ticket Center)

1. On the top left corner of the screen select the "clients" tab  2. Next, click the create Client button. 3. You will first need to identify...

1.Go to your client’s profile by searching for their name on the search bar 2.Once you are on the client’s profile click More and select Document Manager ...

1.Go to your client’s profile by searching their name on the search bar 2.Once you are on the client’s profile click More and select Disbursements.   ...

If your client's file has settled or you've accidentally created a duplicate profile, you may find yourself wanting to delete clients from your firm...

If you would like to re-activate a client's profile that you have previously archived , follow the steps below:  1. Select the client tab on the to...