Navigating the Software as a Patient
Once you sign in to ChartRequest as a patient, you will see your “Dashboard.” On this page, you may create new requests for records, manage your dependents, and upload school, camp, and disability forms for your healthcare provider to complete.
If you would like to switch to the legacy experience, click “Switch to Classic View.”
You can use the sidebar on the left-hand side of the screen to quickly navigate the Patient Hub:
- Dashboard: This tab will return you to the “Dashboard,” where you can choose from the aforementioned options.
- Records & Forms: In this tab, you can filter your requests for medical records or forms by provider, type, or status. The records and forms are listed with the most recently-submitted showing first by default. You can click on any request to bring up the details.
In this menu, click “Messages” to review status updates and to message the custodian directly.
- Dependents: This tab lists all the dependents stored in your account. There’s a timeline view and a detailed view for each dependent. The timeline view shows all the information requests made on behalf of that individual. The details view contains the dependent’s name, date of birth, and any optional information you’ve entered.
- Support: Click here to find our customer support contact information, a link to our support center, and to request a refund.
To edit your account information as a patient, including email address and password, sign in to ChartRequest and hover over your name in the top right corner. Click “Profile” to view your account information.
On this page, you will see “Basic Information,” “Payment methods,” and “Favorite care providers.” To change any of this information, click “Edit.” Be sure to save any changes before leaving this page.