ChartSquad offers a personal health record account that will help reduce the time to obtain medical records (from any medical provider in the United States to an average of 15 days), provide secure and fast sharing between your firm and the plaintiff, reduce costs of obtaining such records (by up to 95%), and provide a team of attorneys and medical records specialists that adhere to record management Federal Laws.
The ChartSquad integration with Neos will allow your firm to reduce cost and increase efficiency by having these records retrieval resources in one place. Their paperless solution hosts a private account for submission requests and the ability to store, track, manage, and share records. ChartSquad does not require a contract or per-page fee.
Contact ChartSquad to request a demo and pricing information.
To connect your firm's ChartSquad integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the ChartSquad tab.
Use the Staff field to select the Neos user email address that should be used to enable the ChartSquad integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "ChartSquad Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "ChartSquad Integration"
Staff Code, e.g., "ChartSquad"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "ChartSquad"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The ChartSquad Integration user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces. Contact ChartSquad for a full list of permissions needed to integrate with Neos.
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
6. ChartSquad will work with your firm to configure your account and portal with the Neos integration.
The connected staff/email can be disconnected by clicking the Disable button.
For questions using ChartSquad, contact their customer support at [email protected]