Getting Started
Implementing Medchart at your practice is as easy as 1-2-3!
Step 1. Create an Account
Create a Medchart account right now! It takes less than two minutes
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Step 2. Verify and Configure
Verify and configure your account to begin receiving requests
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Step 3. Book a Training
Book a 30 minute to 1 hour training session with a Medchart specialist
book training
How to Release Records
Our step-by-step guides and videos will help you become a Medchart expert.
Step 1: Verify the Request
Verify the patient information and consent/authorization
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Step 2: Upload Records
Upload any requested information to Medchart for release
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Step 3: Request Payment
Request payment for release before releasing uploaded records
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Completing an APS form
How to complete a Dynacare Attending Physician Statement through Medchart
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Account and User Settings
Step-by-step guides and videos on how to configure your account settings, set practice fees and more.
Add a New User
Add unlimited users to Medchart with custom permissions
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Notifications
Choose which notification emails you would like to receive
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Add practitioners
Add the practitioners at your practice
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Update Fee Remittance
Choose how Medchart sends you your monthly payment
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Add a Pre-Payment Fee
This fee is charged at time of request and is set based on request type
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Add Your Top-Up Fees
These fees will show up in a dropdown when releasing records
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Customize Request Pages
Change the colours, logo and URL of your custom request pages
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Generate Reports
Generate reports based on your chosen
fields
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Choose Available Records
What records, notes and imaging are generally available at your practice
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Downloadable Materials
PDF User Guide
Download and print the Medchart User Guide
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Office Posters
Download informational material to post in your office
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Fax Template
Customize and send this fax letter to third parties who have faxed a request
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