How to upload an authorization form as a law firm user

To upload your authorization as a law firm client, sign in to ChartRequest. Create a new request by clicking “Request Records” in the “Dashboard” sidebar or navigate to your draft by clicking the “Outbound” sidebar. You can either upload your authorization or send an authorization form to your patient to electronically sign.

If you would like to submit an existing authorization, either drag and drop the .PDF file from your computer or click “Browse For A File” and select it via your file explorer. You can upload your authorization in .PDF, .PNG or .JPEG formats.

If you would rather send an authorization form to your patient to electronically sign, enter either their email address or cell phone number and check the appropriate box to select your choice.