FREQUENTLY ASKED QUESTIONS
What is ChartSpan?
ChartSpan is a FREE, secure app empowering patients with the ability to organize, request and send their entire family’s health records (immunizations, medical, dental, vision, prescriptions, over-the-counter medications, x-rays, lab results, etc.) from their smartphone.
Security… How secure is ChartSpan’s App?
What kind of information do you need from me to create an account?
What is a profile? How many profiles can I have?
Who can access my account?
How do I request a record?
- Log into ChartSpan’s app.
- Click on the request icon in the bottom menu bar.
- Select the profile you want to request a record for.
- Select the date range that you want to request the records for.
- Choose the method you’d like your health records to be delivered.
- Almost done, preview your request, provide your electronic signature and click on Send!
How do I add a record?
- Click on “+” icon in the bottom menu bar.
- Click on Add a Photo to take a picture or click on Choose existing photo if saved in your photo stream. (If your health encounter has multiple pages click on “Add page,” once you’ve saved your first image, to repeat this step again)
- Select the profile you want to add the record to.
- Select the date of encounter, give the record a title, and choose a category.
- Click Save!
How do I delete a record?
- Click on the health record you want to delete.
- Click on edit button located at the top right.
- Scroll all the way down and you’ll see the option to “delete.”
What if I want to send a record to someone, like the school nurse or a doctor?
How do I send a health record in ChartSpan?
- Click on the send button located in the bottom menu bar.
- Select the family member you want to send a record for.
- Find and select the record you want to send.
- Send the record via email or fax.
Can I zoom into a health record that I added?
We’ve made it easy for to look at the health record you added. To zoom in
- Click on the record you like to view.
- Double tap on the image.
- Use two fingers and move them apart from one another to zoom in or bring them closer to zoom out.
I forgot my password. How do I reset my password?
- Open your ChartSpan app on your mobile device.
- Click on the link that says “Forgot Password” on the login screen
- Once you’ve completed the process you’ll get an email from our system with a temporary password, which will expire in 24 hrs./li>
- Log into your ChartSpan app using the temporary password.
- Click on the sidebar button on the top left of the screen.
- Click on change password and put in a new secure password.
How can I write a review for ChartSpan?
To write reviews go to
- Open the App Store on your iOS or Google Play device.
- Search for ChartSpan.
- Click on the ChartSpan logo.
- Click on Reviews.
- Click on Write a Review.
- You’re awesome for writing a review!
How do I give feedback or report an issue about the app?
We love feedback! You’re the reason why we exist; so don’t be shy about telling us what you think by sending an email to [email protected]
To report an issue with the iPhone/iPad ChartSpan app…
- Log into your app.
- Click on the side bar icon on the top left corner.
- Click on Support and tell us what the issue is that you’re having.