Staff

How to Add Users to Medchart
This article only applies to Admin Users in your organization. 1. Click on "Staff Users" on the left navigation menu. 2. Under the Us...
Mon, Jul 19, 2021 at 3:13 PM
How to Resend Invitations to Staff Users
This article only applies for Admin users in your organization. If you have invited your staff or colleagues to your organization's MedChart account...
Wed, Dec 9, 2020 at 12:54 PM
Staff User Roles and Permissions
There are two types of Users in Medchart: Admin Users and Regular Users. We recommend that Partners, Lawyers, and Office Administrators are registered as Ad...
Wed, Dec 9, 2020 at 12:55 PM
Staff Usage Metrics
You can now view staff usage metrics under the Reports function, whereby, you can view the number of requests created per user and the number of requests as...
Mon, Jul 19, 2021 at 3:08 PM
How to Add Users and Clients to a Group
1. Click Staff Groups. 2. Find the group you need to edit in the Staff Groups list and then click the Details button. 3. Click on the...
Wed, Dec 9, 2020 at 12:57 PM
How to Archive Staff Users
If a member of your team has left the company and/or will no longer need to access Medchart, you can archive their account. Doing this will deactivate their...
Wed, Dec 9, 2020 at 1:02 PM
How to Create Groups
1. Click on the Staff Groups tab in the menu on the left-hand side of the screen. 2. Click Create Group. 3. Enter your group's Name and De...
Wed, Dec 9, 2020 at 1:03 PM