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MyChapter: Miscellaneous Section

How to use the Miscellaneous section of MyChapter

Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over 3 years ago

MyChapter now has a Miscellaneous section to include include SOFA questions for lines 9, 12, 17, 24, 25, & 26.

First, go to My Account Settings > MyChapter: Client Portal and click on the Miscellaneous dropdown. You will have the option to determine which questions you would like the client to view, as well as add any custom instructions. Simply check the box for each question you would like to appear in the portal:

If the boxes for the questions are checked, they will appear in the Client Portal for the client to review and answer under the Miscellaneous tab:

Unlike most other sections of the portal, these answers will be imported into the Comments section of your client's Case Dashboard:

Keywords: MyChapter, miscellaneous, client, portal, SOFA, custom

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