Thanks for joining- we’re excited to have you onboard!
Our goal is to ensure requesting records is a smooth and easy process for all of our clients. We have many helpful articles and complementary live training offered by our staff at Medchart, to walk you through the step-by-step process of how to request records and register clients through our portal. To set up a live training please give us a call at 888-399-7789 or email us at [email protected]
Online Resources
Help Center
Our Help Center, which includes articles and videos created by our team, will help answer FAQs, explain how to perform key tasks, and how to log updates to our portal. We encourage you to check it out while you're here!
If you're just starting out with us, there are a few articles that we recommend you review over your first few days.
How to Add a New Client
This is one of the first things you need to do in MedChart. There are several steps, but don't worry - it's easy!
*If you'd like to add existing clients to MedChart, shoot us an email - we can upload those clients in a CSV file.
How to Email Authorization Forms for e-Signature
E-signatures are a great way to speed up the request process. If you're a little confused about how the e-signature process works, this article will show you how to do it.
How to Download/Print Authorization Forms
Some people will always shy away from electronic forms and signatures. If you need to use paper authorizations, check out our article to see how to quickly download and print some for your office.
How to Upload Signed Authorizations
You can't submit any requests for a client unless they have authorizations on file. If you opted not to get your client's e-signature, this is article will tell you what you need to do with your signed paper authorizations.
How to Request Records
What we're all here for! This article goes step-by-step through creating requests, which is what you'll spend most of your time in MedChart doing.
Live Chat
We make it easy for you to ask for help right when you need it. Clicking on the purple chat icon (in the bottom left-hand corner of each page within the MedChart portal) opens our Live Chat system. Through our Live Chat, you can send a message to our Customer Support team. We’re here to help – so ask away! We reply to everyone and strive to have questions answered within minutes.
Feedback
If you ever want to give us feedback (good or bad) or make suggestions on how to improve MedChart, feel free to reach out to us! We take your opinion seriously and want to ensure that everyone who uses our service has a great experience.
If you have any questions, please reach out to us at [email protected].