To change any web portal setting, first log in to an account via the web portal by going to "www.webchartmd.com" and clicking on the "log in" button.



Then on the next page, type a username and password into the fields and click the "submit" button. If done successfully the view will change and the web portal will now be displayed with the username displaying near the top of the page.



Upon successful log-in look to the top right hand corner there will be a link that says "settings"- click that link.



On the next page, look to the very bottom left corner. There is a tab called "user settings" - Click that tab. The menu that will allow changes to be made to user settings/preferences is now visible.



For Care Provider Office Managers
For settings A-E, click the "user manager" button. For setting F, click the "associate MT vendor" button. For setting G, click the "associate care provider" button



Adding Users
To add a user click the "add user" button and a sidebar will display in the main window.



In the sidebar all the information for the new user can be set. The required fields are the username, password, first name, last name, and e-mail fields when creating a new user. Once all the information to be included in the new user account has been entered, press the "save" link. When you have pressed the save link a small red bar with the text "Changes were saved successfully" should display above where you clicked "save."



Removing Users
First make sure that no pop-up blocking software is enabled. To remove one or more users select one line or several lines and click the "remove user" button.



When the "remove user" button is clicked a pop-up asking for confirmation that the selected users should be deleted will be displayed. Click the "ok" button to complete removing the user profiles.



Changing user Roles
Select one user and click the "user roles" button a sidebar that allows information to be entered for the permissions of the user should display on screen.



Once the changes to the permissions have been set click the "save" link and the permissions are updated. NOTE: once a user has been made a care provider this cannot be undone.



Changing user Details
To change user details select one user and then click the "user details" button. A sidebar should open showing the options for adding/updating user information.



Once the desired information has been changed/added click the "save" link and the information will be updated.



Changing a user Password
To change a user password select a single user and then click the "user password" button. When the button is clicked a side bar will display that allows the user's password to be changed.


Once the password has been changed click the "save" button to update the user's password.



Associating a care provider to a MT vendor
When a care provider account is first created a MT vendor association must be made in order for the care provider to be able to upload documents. By following these instructions it is also possible to change a care providers default MT vendor routing. First make sure that no pop-up blocking software is enabled. Second make sure that the "Associate MT Vendor" button is selected on the right hand side. Once the first steps are completed select a care provider in the right column and click the "change MT vendor" button.



The Care Provider office is provided with codes for the MT vendors that they are set up to work with. In the sidebar that comes up a value may be entered. Enter the code from the WebChartMD staff for the MT vendor and click the "search" link to confirm that it is the correct MT vendor. Once the correct MT vendor is located click the "save" link.



Setting CP visibility
First make sure that no pop-up blocking software is enabled. Second make sure the "associate care provider" option on the right hand side is selected. Once a user is selected select one or more care providers in the second column to allow that user to see the selected care provider's folders. When the selection is completed click the "associate care provider" button in the main menu.



Once the "associate care provider" button is clicked there will be a pop-up notification saying that the association was successful.





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