You now have the ability to retroactively link clients to Filevine.
- 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:
- Log into Medchart and navigate to your client’s profile.
- 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 email@example.com.