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How to Add a Client


1. 
On the top left corner of the screen select the "clients" tab 

2. Next, click the create Client button.

3. You will first need to identify who is signing the authorizations. If your client does not require a Power of Attorney, select “My client is signing their own consents” from the drop-down menu and click “Next.”

4. Enter the client’s information in the required fields.

5. Click “Submit” when the fields are completed.

6. Select “Collect Client Signature” and identify how your client will provide their signature by selecting the preferred option in the drop-down menu.

Your options are as follows:

  • My client will electronically sign now on this computer
  • My client will electronically sign by email
  • My client will electronically sign by SMS
  • My client has signed on paper and I will scan & upload


7. If you have chosen to get your client’s signature via email, select the “My client will electronically sign by email,” confirm the Contact Email for your client is correct, and click “Send Email.”

Your client will receive an email asking them to sign provide their signature. You’ll be able to continue to the next step, which is uploading a copy of your client’s photo ID.

8. Click “Photo ID”. Note: You can skip this step if you do not have a photo ID for your client.

9. Click the “Upload ID” button.


10. Find the ID in your file explorer. Select it and click “Open.”

11. Adjust the image to fit into the square. Click “Crop” when content with the borders.

12. Click “Save” to complete your upload.

Note: The ID you uploaded will be verified by the Medchart team. You will receive an email notification when that process is complete.

13. Click “View Client” to go to the newly registered client’s profile.

Great job! You now know how to add a client to your Medchart account. 

Please reach out to us at support@medchart.com if you are still unsure or have further questions!

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