Recent articles

• How to Submit a Request (Digital Records)

  1. Navigate to your client's profile. 2. Click the "+Digital Retri...

• How to Integrate Filevine with Medchart

  This article will describe how to initiate your Filevine/Medchart integratio...

• How to Add a Client with a Substitute Decision Maker

  1. On the top left side of the portal select the Clients tab 2. C...

• The Benefits of Using Medchart Consents

  Although we offer the flexibility to request your clients’ medical records u...

• How to Collect Client Signatures via SMS

  You will first have to create a new client in order to collect their sign...

• Setting up an Affidavit Add-on Reminder

  1. As an Admin user for your firm's Medchart account, log in to your a...