Welcome to our requestor support center,
This is your resource to Medchart
Getting Started
Implementing Medchart at your practice is as easy as 1-2-3! For any questions or concerns please contacts support@medchart.com
Create an Account
Step 1. Create your medchart account
Create a Medchart account right now! It takes less than two minutes
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Confirm your Account
Step 2. Confirm your medchart account
To get started you need to verify your email address
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Complete Registration
Step 3. Complete account registration
Complete your registration to begin requesting the records
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How to Add and Manage a Client
Easily add your clients and edit their information
Add a Client
How to add your first client
Learn how to create your first client and add their information
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Edit a Client's Information
How to edit a client's information settings
Learn how to edit your client's settings
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Add a client with an SDM
How to add an SDM client
Create a client with a substitute decision maker
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Edit an SDM
How to edit an SDM's information
Learn how to edit a Substitute Decision Maker’s information
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Authorizations
Learn how to create & manage authorizations
Authorizations: email
My client will electronically sign by email
Authorizations: My client will electronically sign by email
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Authorizations: sms
My client will electronically sign by SMS
Authorizations: My client will electronically sign by SMS
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Use Your Firm's Authorizations
Use your existing authorizations to request records
How to use your firm’s authorizations for requests
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SDM's Signature
How to collect an SDM’s signature
Learn how to collect a substitute decision maker’s signature
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Client's Signature
Check if my client has provided the signature
How to check if my client has provided their electronic signature
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Edit a Client's Information
Authorizations: paper
My client has signed on paper and I will scan & upload
Authorizations: My client has signed on paper and I will scan & upload
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How to Create and Edit a Provider
Implementing Medchart at your practice is as easy as 1-2-3!
Create a New Provider
How to Create a New Provider
Verify and configure your account to begin sending requests
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Edit a Provider’s Information
How to Edit a Provider’s Information
Verify and configure your account to begin sending requests
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Generate Transaction Report
How to Generate Transaction Reports
Verify and configure your account to begin receiving requests
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How to Submit a Request
Learn how to create your first request, check your balance, and more
Submit a Request
How to submit a request
Learn how to create and submit your first request
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Cancel a Request
How to cancel a request
Learn how to delete a request
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Check Balance
How to add credits
Learn how to check your balance
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How to Generate a Disbursement report
Learn how to generate custom disbursements for your clients
Generate Disbursement
How to Generate a Disbursement Report
Generate custom disbursements for your clients
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How to Add an Affidavit
Learn how to add an affidavit
Approve, dispute, and find invoices
Step-by-step guides and videos on how to configure your account settings, set practice fees and more.