With Medchart, you can now do more than just request your clients' billing history (e.g., OHIP and MSP)—you can also use that billing history to request your clients' Clinical Notes & Records (CNRs).
Our system automatically analyzes the billing history, extracting provider names to generate a list of suggested providers for record requests. It also recommends a date range based on the billing history details, making your request process more efficient.
To use this feature, you must first request and receive a billing history through Medchart.
This feature is currently available for the following provincial billing histories:
- Ontario – OHIP
- Alberta – Statement of Benefits Paid
- Nova Scotia – Medical Services Statement
- Saskatchewan – Medical Statement
- British Columbia – MSP
Once you have received your clients billing history through Medchart, you may follow these steps to request records using their billing history:
1. Go to your client's profile. Enter their name in the search bar at the top of the screen and click the entry.
2. Click the New Request button in the top right corner of the client's profile.
3. Scroll to the Select a Provider from section and click on a suggested provider. 
4. Review the provider's details to confirm this is where you want to request from. Click Select if you are happy with the details presented.
5. The date range will be populated with the dates pulled from the billing history. You can edit this information as you see fit or leave it as is. Click Next to continue to the next step.
6. Select the records you wish to receive and click Next.
7. Add a note to the provider (optional). Click Next.
8. At this point you can either Sign & Submit your request or Add [it] to Action Items.
Sign & Submit: Immediately witness the authorization and submit the request for processing. Please note that you will only be able to use this option if you have a signed MSP authorization on file for this client.
Add to Action Items: Move the request to Action Items to sign and submit the request at a later time/date.
Congratulations! You have successfully requested records using a Billing History!
If you have any questions about this process or others, please reach out to our Customer Support Team at [email protected]