1. Click on "Clients" in the left navigation menu. 2. Click "New Client" in the top right hand corner. 3. Select the t...

Please note that only you can only make edits to clients to which you are assigned. 1. Click on the Clients tab in the menu on the left-hand side of the...

1. Click on "Clients" in the left navigation menu. 2. Click anywhere on the client's entry in the client table to open up the clien...

A Substitute Decision Maker (SDM) is a person given authority to act on behalf of someone who is unable to legally represent themselves. MedChart requir...

1. Click Clients.  2. Click New Client. 3. Identify whose consent will be used. 4. On the Register Client page, fill out the Personal Info...

According to PHIPA and PIPA, consent to retrieve personal medical records must come from a requester over the age of 16 years old. When registering a client...

1. Go to your client's profile. 2. Click the pencil icon for the SDM Information section. 3. Edit the fields as needed.  NOTE: If your cli...

1. Go to your Client's profile 2. Click Options and click Photo ID 3. Click Add Document 4. Select the Document Type (Health Card, Passpor...

If you are a member of multiple groups at your firm, you will have visibility of all of their clients. If you would like to focus your searches on clients f...

1. Go to your client's profile. 2. Click Options and then click Disbursements 3. Set your filter and click Print. Congratulations! Yo...