Onboarding

Helping Patients and Requesters Transition

Read Our Quick Reference Guide

This guide explains how to handle different types of requests and includes a FAQs section.

Read the Guide

How to Answer Phone Calls and Emails

Have phone calls and emails pouring in? We’ve made it easy to educate requesters about ChartRequest with convenient, prewritten scripts.

Download Scripts

How to Redirect Fax Requests

Requests still rolling off your fax machine? Redirect patients and organizations to make their requests through ChartRequest with our handy fax-back form.

Download Fax Form

How to Handle Walk-Ins

Not sure what to do when patients visit the office, asking for their records? Our walk-in sheet is designed to help patients make the transition to ChartRequest.

Get Walk-In Sheet

Schedule Your One-on-One Training

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Getting Started with ChartRequest

Create Your Account

The first step for putting ChartRequest to work for your organization is creating an account. Click the button below to sign up.

Still confused? Check out our Technical Support

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Onboarding

Helping Patients and Requesters Transition

Read Our Quick Reference Guide

How to Answer Phone Calls and Emails

How to Redirect Fax Requests

How to Handle Walk-Ins

Schedule Your One-on-One Training

Getting Started with ChartRequest

Create Your Account

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