Some Xchart users have never signed in to Xchart directly. Instead they sign in by launching Xchart via an integrated 3rd party like CareStack or other trusted EMR.
For various reasons signing in via the 3rd party is not always preferable. Perhaps you'd like to be able to more easily access your Xchart account via your phone, for example.
To do this, you need to also create a direct login for your Xchart account as follows.
How to create a direct Xchart login:
Sign in via the 3rd party first like you normally would. For example, log into your account on CareStack then launch Xchart. You'll be taken to the handoff application and signed into your linked account on Xchart.com.
Navigate to the "Profile" page by clicking the little gear icon in the upper right corner of the Case Manager:
Make sure you enter your email address in the email field and click "Update Profile" to save it. This will be the email address you'll use to sign in later.
Again in the upper right hand menu, select "Password":
Then, click the "reset password" button to send a password reset link to the email address you just entered:
Check your email for a link from Xchart and click the link in that email to create a password for your account.
At this point, you've successfully added a direct Xchart login to your account.
Now you can just open Xchart.com on any device, and click the "sign in" button in the upper right corner to access your account without having to go through the 3rd party app.