Medchart for Law Firms

Juliana Doxey avatar Angelica Zozzolotto avatar Derrick Chow avatar +1
59 articles in this collection
Written by Juliana Doxey, Angelica Zozzolotto, Derrick Chow and 1 other
Basics

How do I add a new client

Instructions to register a new client to your MedChart account without using an email address.
Juliana Doxey avatar
Written by Juliana Doxey
Updated over a week ago

Where do I upload client consent forms signed on paper?

Instructions to scan and upload client consent forms that were signed on paper.
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Written by Juliana Doxey
Updated over a week ago

How to Request Records

This article shows you the process to request records
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Written by Angelica Zozzolotto
Updated over a week ago

How to Request OHIP Records

This article details how to request your client's OHIP summary.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Check Out Pending Requests

This article describes how to check out Pending Requests.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Check the Status of a Request and View Request Tracking History

This article includes instructions on how to track the status of records requests.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Download Records

This article details how to access your Client's Clinical Notes and Records (CNRs or Records) once they are uploaded to our portal.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Cancel a Request

This article details how to cancel a request.
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Written by Angelica Zozzolotto
Updated over a week ago

Search Bar

This article includes information on the new search bar, which allows you to search clients by request number, name, and file number.
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Written by Angelica Zozzolotto
Updated over a week ago

Unsupported Browsers

This article details why using Internet Explorer results in visibility, functionality, and security issues on MedChart.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Add a Logo to Your Account

This article includes instructions on how to add a logo to your account.
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Written by Angelica Zozzolotto
Updated over a week ago
Clients

Creating a Client without a Health Card

This article includes instructions on how to create a new client without a health card.
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Written by Angelica Zozzolotto
Updated over a week ago

Registering a SDM for a Minor

This article includes instructions on how to register a client who is under 16 years old and their SDM.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Edit SDM Information

This article includes instructions on how to edit your client's substitute decision maker's information.
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Written by Angelica Zozzolotto
Updated over a week ago

Appropriate Supporting Documents for a Substitute Decision Maker (SDM)

This article outlines what documents are accepted as supporting documentation to prove a client's status as a Substitute Decision Maker.
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Written by Angelica Zozzolotto
Updated over a week ago

Filter Clients by Group

This article includes instruction on how to filter your clients by group.
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Written by Angelica Zozzolotto
Updated over a week ago

How do I find my existing clients?

Instructions to search for and access your existing clients in MedChart.
Juliana Doxey avatar
Written by Juliana Doxey
Updated over a week ago

How to Find Consents, Disbursements and Batch Record Downloads

This article includes instructions on how to find your client's authorizations, disbursements, and batch record downloads.
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Written by Angelica Zozzolotto
Updated over a week ago

Upload Supporting Documents

This article details where to upload supporting documents for your client's file.
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Written by Angelica Zozzolotto
Updated over a week ago

How do I edit client information?

Instructions for adding, updating or editing info for an existing client.
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Written by Juliana Doxey
Updated over a week ago

How to Change a Client's DOB

This article includes instructions on how to change a Client's Date of Birth (DOB).
Angelica Zozzolotto avatar
Written by Angelica Zozzolotto
Updated over a week ago
Authorization Forms

Where can I find the blank MedChart paper consent forms?

Instructions to download, print and sign the MedChart paper consent forms to authorize release of records from healthcare providers.
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Written by Juliana Doxey
Updated over a week ago

Recommendations on Scanning Consent Forms for Best Upload Results

Tips on scanning and uploading paper consent forms into your MedChart account.
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Written by Juliana Doxey
Updated over a week ago

How to Email Authorization Forms to Clients for e-Signature

This article includes instructions on how to send consent forms to your clients via email to collect a secure electronic signature.
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Written by Angelica Zozzolotto
Updated over a week ago

How to sign an electronic authorization from Medchart?

This article describes how clients are able to sign electronic authorizations on their computer, tablet or smartphone.
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Written by Derrick Chow
Updated over a week ago

The Benefit of e-Signatures

This article highlights the benefits of obtaining e-signatures for authorization forms and how to increase your chances of obtaining them.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Change/Update a Client's Authorization Forms

This article includes instructions on how to update a client's consent forms.
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Written by Angelica Zozzolotto
Updated over a week ago

Check the Status of an Authorization

This article includes instructions on how to check the status of a client's authorization forms.
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Written by Angelica Zozzolotto
Updated over a week ago
Requests

How to Add a New Provider for Record Requests

This article includes instructions on how to add a provider whose information is not already listed in our provider database.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Request an OHIP Summary

This article includes instructions on how to request OHIP summaries for your Clients.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Request Records from Sick Kids

This article details the current authorization requirements for clients requesting records from Sick Kids.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Request Ambulance Call Reports

This article includes instructions on how to place a request for ambulance call reports.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Mark a Request as Urgent

This article includes instructions on how to mark a records request as urgent for our records team.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Report a Record as Incomplete

This article details how to report a record you received as missing information.
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Written by Angelica Zozzolotto
Updated over a week ago

Record Request Follow-Ups

This article includes an overview of how MedChart structures its follow-up schedule for requests.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Download DICOM Imaging

This article includes instructions on how to download DICOM records from MedChart and store them on your computer or a USB or disc.
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Written by Angelica Zozzolotto
Updated over a week ago
Provider (HIC) Invoices

Records and Invoice Received Together

This article details what happens when a healthcare provider has sent both the invoice and the requested records.
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Written by Angelica Zozzolotto
Updated over a week ago

Refund Policies

This article details when a refund may be issued for MedChart Fees or HIC Fees.
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Written by Angelica Zozzolotto
Updated over a week ago

What To Do if You Receive Documents Directly From a Provider

This article includes instructions on what to do if you receive records or an invoice from a provider directly.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Set Invoice Auto-Approval Limits

This article includes instructions on how to set up auto-approval limits for your provider invoices.
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Written by Angelica Zozzolotto
Updated over a week ago

How to Find a Provider's Invoice

This article includes instructions on how to find the original provider's invoice.
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Written by Angelica Zozzolotto
Updated over a week ago

All About Provider Invoices

This article includes: Importance of Approving Provider Invoices, How to Approve Provider Invoices, and Where to Find Invoice Notifications
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Written by Angelica Zozzolotto
Updated over a week ago

How to Dispute an Invoice

This article includes details on how to dispute a records invoice with exorbitant charges.
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Written by Angelica Zozzolotto
Updated over a week ago

HST Charge on Invoice

This article explains why we add an HST charge to an invoice when the healthcare provider did not.
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Written by Angelica Zozzolotto
Updated over a week ago