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How to Retroactively Link Clients with Filevine

You now have the ability to retroactively link clients to Filevine.

  1. If you registered a client within Medchart prior to your Filevine integration (or you forgot to link them when registering the client), you can now link them straight from their profile.
    • Please note, once linked, only new data (requests, records, expenses, etc.) will integrate.
    • Old requests and records will not be imported to Filevine.

To link your client retroactively:

  1. Log into Medchart and navigate to your client’s profile.
  2. Edit the client’s profile by clicking the pencil icon in the top right-hand corner:

3. Click “Link Filevine:”


4. Copy the URL from the client’s project within Filevine (any page will work) and paste the link here. Click “Search:”


5. When you find the client, the integration has been completed!

If you have any questions, please reach out to us at support@medchart.ca.

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