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Staff User Roles and Permission

There are two types of Users in Medchart: Admin Users and Regular Users. We recommend that Partners, Lawyers, and Office Administrators are registered as Admin Users.  

 

Below outlines what privileges each user type has:


Admin User Capabilities

  • Download/Upload Authorization Forms
  • Create Clients
  • Request Records
  • Approve/Reject HIC Invoices for Their Own Requests
  • Download All Records
  • Cancel Requests
  • Set Auto-Approval Limits for HIC Invoices
  • Set Admin-Approval Requirements for Invoices
  • Approve/Reject HIC Invoices for Other Users' Requests
  • Edit Organization Information (firm name, logo, billing contact, etc.)
  • Add Credits to Account
  • See Account Balance and Invoice
  • Add Staff Users
  • Create Staff Groups



Regular User Capabilities

  • Download/Upload Authorization Forms
  • Create Clients
  • Request Records
  • Approve/Reject HIC Invoices for Their Own Requests
  • Download All Records
  • Cancel Requests



If you have questions or feedback, please feel free to reach out to us at support@settlit.legal.

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