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How to Add an Affidavit

There are 2 options to add your firm's affidavit to a request. 

Option #1

1. When placing a request you can customize what type of information you require by selecting "customize" next to each product. Please see full article on How to Submit a Request if you are unsure.

2You can  Customize your request by identifying what type of records you require, and if you would like to add an affidavit.

3. If you do select adding an affidavit, you will then have too upload a copy of the affidavit. 


Option 2: 

Please note this option is an admin user feature : 

1. An admin user can simply go to "organization settings" located at the top right hand corner. 


2. Under Request Add-on Template tab , you can upload an affidavit template that will be used by many users. This will make the process easier when submitting a request, because now the users will have the option to select the template automatically when submitting a request. This will avoid uploading an affidavit from a users desktop each time a request is being created. 



3. Now , when a request is being created under "customize"  you will be able to simply select the affidavit template that has been uploaded into the Medchart account. 



Please note that we cannot retro-actively add or request an affidavit IF an affidavit was not attached when the request was submitted. If you require a completed affidavit, a new request will need to be submitted with the affidavit. 


Great job! You now know how to add an affidavit to your requests! If this was unclear or further assistance is required please email us support@medchart.com 



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