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.
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.
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.
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.