Deleted encounter
I deleted an encounter from a patient's chart by mistake. Is it retrievable?
Include Message Sent to Patient When Downloading a Document
When downloading a document (test report as example), the first item listed of the download should be any message sent to the patient, by whom it was sent, and the date that it was sent and then the document. This would create a paper trail that would
Allow Associating More Providers to a Patient File
We have patients with complex and chronic medical conditions that require them to have a team of MD's. This can be much more than 2 outside providers which is the current limit. The normal number for our patients is at least 3 and may be as high as 5-8.
Calendar View Start Time Should be Set by Facility or Event
Stop defaulting the calendar views to 6am and have it match the start time as set by 1) the facility start time, or 2) first event or meeting in case there is a event/meeting scheduled before the day begins at the facility. When viewing in Patient/Appointment/+Appointment
Color Code Event Types
Would like the ability to color code Events so Holiday looks different than a Meeting.
Fax Cover Sheet
Need option not to use coversheet when faxing. When sending info to disability offices, pharmacies, or insurance they often request that a cover sheet not be used and their document (with their barcode) be on top. Also, please provide the ability to design
Tax Documents
Would Bluefin have our 1099 tax forms to be downloaded? Or, where/how can we get the forms we need to file taxes? -- Jeff D.
Send Message to Patient in the Portal Even If Patient Has Not YET Registered for PHR
It is critical that we are allowed to send a message to a patient who may not have signed into PHR yet. The system would send them a message that a Message from our office was sent to them and that they should sign in. This would be in addition to any
Add Provider
When adding a provider under "referring provider" the speciality for social work or behavioral health is not listed.
Do not allow patients to schedule appointments within 48 hours
Is there a way to ensure that a patient doesn't request an appointment for just a few hours from now? Right now it seems like someone can try to schedule an appointment the night before for our first appointment of the day. Obviously we would not be able to confirm that appointment but it is just setting the client up for disappointment. How do we ensure that the client cannot book an appointment that's less than 48 hours from now?
Electronic Signature
Is there a way, either in Charm, or via API that we can get an electronic patient signature on consent forms and other documents?
Delete office note
I have created an office note and it inserted a template that is not correct (shows I did exams I didn't do) and I need to remove it from patient's chart. How do I do this?? Thanks in advance.
Text Confirmation - No Response Auto Reply
Can this auto reply be changed? "You didn't choose an option. Your appointment is still confirmed. Please call front desk for any change." When patients fail to respond they get this message. After the first non response with resultant "confirmed" status they have no incentive to confirm in the future. When we send a follow up text using an outside messaging service (unable to send individual SMS messages within ChARM platform) to get actual confirmation or make a decision to cancel - patients
Bidirectional Sync
I notice google events that have been deleted in my google calendar do not drop out of my Charm calendar. Does anyone else also have this issue? I cleaned it up one time by deleting the calendar sync & then resuming / reinstalling it but would like to avoid this in the future if possible. ((Would add screenshots but I always seem to get a message the image is too big when posting in this forum. Will forego the challenge of this today.))
Supplement List
I'd like to request a free text feature be added to the Supplement list. Often times the provider will direct a patient to take 1-2 caps of something or other titration guidelines and it makes the med list look confusing when I have to fill in the required fields and then enter the titration details in the bottom free text box. It would be nice if there was just a free text or custom supplement box to enter the information into. Also if there could be a free text feature added to the unit, frequency
Posting insurance payments
Can an insurance payment be applied to a patient account on a line by line basis if an outside clearinghouse is used to submit the claim to insurance?
Notify Prescriber when E Prescription is Rejected
Hello. I run in to a frequent issue where I will send an e prescription, move on through my day, and then find out later on that it was rejected or timed out. It would be very helpful if we had the option to receive a notification when the prescription fails to transmit, or is bounced back. Thanks so much! Ben
Calendar Web Embed
I am attempting to embed calendar on wix hosted website. I have entered the embed code as provided in settings>>calendar>>web embed. The error code received reads: "You are not authorized to access this pageHosting website not configured properly. Please add "4952953a-da5e-40d1-b41b-ef3b61bc91e1.htmlcomponentservice.com" under Hosting Websites list in this web embed" After adding "4952953a-da5e-40d1-b41b-ef3b61bc91e1.htmlcomponentservice.com" I get a "404 Not Found" message. Not sure if the
Increase characters available in messaging
Is there a way to increase the number of characters allowed in the messages? I don't know what the cut off is right now but it must be pretty low. Patient messages are being cut off and forcing them to send 2 or 3 messages. Please increase the allowed number of characters. This would make it much easier to track. Especially when the Charm messaging format is already so hard to follow. Thanks
Referral
I am trying to initiate an outgoing referral. I've got it all typed up and saved but there is no transmit button available. I can save, edit, delete, print or download, but the transmit option isn't there. I thought it was because I am not under a doctor account but the doctor doesn't have the transmit button available either. I can't find any info on how to fix this. Please help!
Reminders via text appointment type
Can we get an appointment type variable to use in appointment reminder messages? And custom variables?
Partial Payments
Can patients make partial payments via their PHR account? Thanks
Custom Email Templates Work
I hired it out and made edits to the HTML in Charm. You could also do this yourself by using MailChimp. I'm using JotForm to have patients complete their intake forms and send the link via text and these email templates. I've attached a zip folder with some templates if you want to give it a try. Find an HTML editor freelancer on Fiverr.com if you don't want to make the edits yourself. Jotform Intake Form Example: https://hipaa.jotform.com/202624758639162 Patient Portal Registration!
Email Templates
Has anyone had any luck making/using custom HTML templates or hiring it out? I'm going to try and tackle this soon by changing Charm's templates to match our website and MailChimp email marketing themes. The default notifications are too wide for mobile mail and the right side gets cut off on my iPhone. I'll update everyone if I get this to work. Please chime in if you have already done this. ${Facility.Logo} Appointment Confirmed Dear ${Patient.Name}, Your video consultation with ${Appointment.Provider}
Add a loading animation when uploading documents
I am currently migrating my entire practice into Charm, roughly 2000 charts or so. As I go through and upload old documents into their account, I have developed a new pet peeve. When you upload a document, you choose the file and click 'ok', then you wait for the file to completely upload. However, there is no loading animation or progress bar to show you that it is still thinking. When you upload a large file, it sits on the documents screen for several minutes, and you have no idea if it is still
Document Renaming and re-dating.
Consider adding the functionality to rename an uploaded document and to modify the document date. You would still log when it was uploaded to the chart, but you may for various reasons want to re-date and rename. Currently you can not rename or re-date an uploaded document.
Trigger questionnaire prior to appointment booking?
Hi, Is it yet possible to trigger questionnaires without needing to schedule an appointment? There are a subset of folks I would like to trigger questionnaires and then schedule later. I've been doing this really oddly by scheduling an appointment that I tell the patient to ignore. Thanks, Maggie
different confirmation email templates for different facilities/providers
Hi, I need to send out confirmation emails with different information for different providers. Is there a way to customize confirmation emails for each facility within the practice? Thank you!
add information to superbill template
There seems to be a default superbill.pdf template used by the system - how can I add information to this template? I need to print our superbills and forward them to my RCM company, and some informations are missing in the default superbill.pdf. There are hundreds templates callewd "superbill.pdf" in the charm library, however, i don't know which of those is used by default. Thank you!
How can I add "payments made" and "current balance" to the superbill?
HI, I am creating invoices and printing out superbills that I then submit to my billing company (not charm) to be used to claim payments from insurance. I need a way to have the superbill template add payments made by patient and the current balance. For instance, a patient is seen in the office, he pays his copay of $20, I log the payment into charm. When I print out the superbill to send it to the billing company, who then claims the total amount from the insurance, I need a way to let the billing
e prescribe out of meds list
How to?
Failed eRX - how to resend?
Failed eRX - how to resend? It happens occasionally that the transmission of e prescriptions to pharmacies fail. So far I have been unable to prescribe those items again. What is the workaround?
Web Embed Not Working In Squarespace
Any tips on getting the scheduling code to work with a Squarespace site. We are building a new site for your clinic and have used the web embeds for years with no issues on Wix. I've been at it for several hours on Squarespace with no luck. It seems to be communicating with Charm as the error message in the HTML block displays an error message from charm saying we need to add the URL to the hosting website list. The problem is that the URL for the hosting website is already listed in the web
My receipts is not showing products
The product section is not appearing on my receipt summary. How do I get it to show up so that I can add it to the receipt?
How do I pull up a list of all my patients (but not other providers)?
How do I pull up a list of all my patients (but not other providers)?
Can a Patient Make an Appointment Selection by Visit Type Only without having to Choose a Provider?
It appears that when a patient selects a visit type, they then need to then select one of the providers of that visit type. Is there a way to have the system auto-assign an available provider for the date/time that the patient selected for that visit type. For example, I am using AcuityScheduling because the patient simply selects visit type(example: Smoking Cessation Counseling) and preferred date/time. The system only makes times available after checking the calendars of the various providers
Web Embed Calendar Responsive but Still Poor User Experience
Has anyone tried using the web embed calendar? On mobile, does it show up as very short, so you only see a very small part of it at any one time? This is the full size - what you see is as much as I can see at any given time. Anyone else have the same issue?
Documents not showing up
A new problem is happening. Patients are letting me know that they've uploaded Documents or Labs to those tabs in their portal, but those documents are not visible on my end. I have never had a problem with this in the past, but in the past few weeks it is happening with pretty much every patient. Did something get changed on the back end such that patients have to manually "Share" the documents that they upload? Greg
Bluefin= nightmare
Anyone else struggling to get the compliance questions answered to avoid ADDITIONAL montly charge with Bluefin? Can you use square with Charm? Can you use square and have patients record credit card with booking? I'd love any insight. I don't have a background in IT and can't answer the multitude of compliance questions. Thanks
Can customers add credit cards via Patient Portal
If we use Bluefin and store patient credit cards, is there a way for a new patient to set up their patient portal and add the credit card they'd like to use? I don't see any option for that currently. Right now it has to be done on the backend.
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