1. Login to SmartAdvocate and search for your client :
2. Locate the client's case number.
3. Once you have the client's case number, navigate to www.medchart.com and log into the portal.
4. Go to your client's profile by searching up their name on the search bar.
5. Once you are on the client's profile, select the pencil icon to edit their profile.
6. You will now see a column that states "SmartAdvocate Case Number." Here, you will be able to input the client's case number.
7. Hit Save Changes
Great job You now know how to link your client from Smart Advocate to the Medchart Portal. If you require further assistance please send us an email support@medchart.com