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 Staff Use...
Wed, Feb 19, 2025 at 9:48 AM
How to Resend Invitations to Staff Users
If you have invited your staff or colleagues to your organization's MedChart account, they must click a link in the invitation email to confirm their em...
Wed, Feb 19, 2025 at 10:11 AM
Staff User Roles and Permissions
There are 2 types of roles you can select from when adding your Staff Users: Admin Users and Regular Users.  We recommend that Partners, Lawyers, and Office...
Wed, Feb 19, 2025 at 10:10 AM
Staff Usage Metrics
You can view staff usage metrics under the Reports tab. This will allow you to view the number of requests created per staff user and the number of requests...
Wed, Feb 19, 2025 at 10:07 AM
How to Add Staff 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 P...
Wed, Feb 19, 2025 at 10:03 AM
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, Feb 19, 2025 at 10:02 AM
How to Create Staff Groups
An Admin may choose to create a Staff Group when they are looking to receive notifications actions completed by a specific group of team members and clients...
Wed, Feb 19, 2025 at 10:05 AM