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 MT Vendors
For settings A-E click the "user manager" button. For setting F, click the "associate MT" 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.



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 comes up. Click the "ok" button to complete removing the 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.



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.



Setting Default Dictation Routing
First make sure that no pop-up blocking software is enabled. Second make sure the "associate MT" option is clicked. Once a care provider is selected, click on the field with the MLS name in it. After that field is clicked, a drop down menu will appear with all the MLS's available to choose from. Once the MLS that needs to be associated has been clicked that MLS will then be routed any new documents received from that care provider.



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