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?
Is auto-response customization possible?
Is it possible to customize the auto-response e-mail people receive after they book their appointment online?
Messaging all patients?
Is there a way to send out a message/announcement to all patients via ChARM? Like announcing holiday hours or something like that?
Sharing supplement protocols with patients
Hello, Can anyone share their knowledge of sharing supplement prototcols? I can enter the supplements, but patients cannot see the added items in their portal. Any advice would be welcome! Thank you, Jamie
Patient Demographics
I would like to change the patient demographics. I'n not talking about editing what had already been entered, but changing the questions. Like, I'd like to remove the race and ethnicity questions, and I'd like another choice for gender. Is this currently possible? Thanks, Star
How do I import our new patient forms???
Hello I am trying to figure out where I can get a new patient questionaire 1 for acupuncture and 1 for naturopathic medicine or just download our paper ones for the patient portal can you tell me how to do this Thanks Anne
Scheduling for multiple calendars - synching schedules?
I work at two locations and am trying to figure out how to manage my calendars. Locations are within a block of each other and I'd like to be flexible about seeing patients at both locations on the same days. I'd like to put meetings and other times when I'm not available on both calendars without having to enter the information on both calendars separately (as well as my Google calendar). I have schedulers at one location but have to do my own scheduling for the other so everyone needs to be able
How to set up invoice for a package?
Hi, I am offering my services in a package, such as $xxx for 1 intake and 3 follow up appointments if pt pay upfront, how do I set that up in the invoice?] I made a billing procedure code for it such as acup001 for 6 acupuncture visits. then charges that much for the patient $xxx. is that the way to do it? Also when pt comes in for the visit, I want to generate the superbill correlating to the CPT code , would I then not have to put a money amount, because patient prepaid for it? Also, if pt
Sort Visit Types?
When scheduling an appointment, is there a way to make the drop-down "Visit Types" list appear in a certain order? Right now it appears random--it's not alphabetical or even in the order in which I entered them into the system. Thanks!
Sending Questionnaire via sms and email manually
Hello! Is there a way to send questionnaires by email/sms to prospective patients that do not have a PHR and without going through setting up an appointment? We would like to be able to just send prospective patients a link where they can fill out the
Help with setting up 100% Electronic AND Remote New Patient Intake Process
I have hit a roadblock with trying to go 100% electronic & remote: There is no ability for patients to sign consent forms and medical release forms from within the new patient intake questionnaire. I know the software exists and creates a legally binding signature (e.g. DocuSign) - so I am wondering if this is something that ChARM will be including in their system at some point? In the meantime, I'd love to hear any solutions that other docs and practitioners have come up with for this - to avoid
Assistance Needed for Embedding Purchase Button in Charm
Hi everyone, I'm currently working on optimizing our sales funnel for healing packages and need your expertise! I want to create an effective way for customers to purchase services online through our website (Square Space), specifically using Charm. Here's
Provider not showing up in dropdown when scheduling online
My name no longer is showing up in the drop down list of providers when patients use the online scheduler. I went thru every setting I can think of but nothing is working. Where in the settings may this problem be occurring?
Appointment type
Is there a way to customize the form of the type of visit? For example, I offer free 15 minute consults but want those to only be available as a phone visit but it automatically defaults to in person...
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.
New PHR Question
Looking to see if I can remove administrative employees from the "Providers" view. I'd rather my whole team not show in this view as it can lead to some confusion for patients to see the MDs under the heading of "Providers" when they are actually nonclinical / administrative in their capacity within this organization. These providers are unable to receive patient messages & are not available to have appointment requests. I've already had a patient question why these providers are not available
Email Notification Questions
Can Email Notification settings differ by Visit Type? What happens when Email Notification is set to "Not Required"? Does this mean an email notification is never sent, or does it mean that email notifications are not automatically sent? If it is the latter, how do you send an email notification if it is not automatically sent?
Make headings show in final chart note
I have created a custom SOAP template with heading elements. However when I go to make a chart note with that template and "preview" the final note, the heading is not in the note. Is there a way to make this happen, or a different way to go about it?
Faxing
Does ChARM have any support for built-in/electronic faxing? Or plans to implement this in the near future? Thanks!
How do I add diagnosis (code) to superbill invoice?
I added diagnosis code after signing the encounter note. Even after doing this, when I try to generate a superbill, it will not add the Dx in the form. Is there a way to edit the encounter or add diagnosis.. or do something to add the Dx in the supe
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)?
Web Embed Calendar for a Single Visit Type?
I have a landing page that is dedicated to a specific visit type. When visitors land on this page, I would like them to be able to ONLY book an appointment for this visit type. However, when I embed the calendar, it shows all the visit types associated with that provider. Is there a way to limit the visit types displayed to a specific visit type?
Api call error
I am calling a get members api and passing authtoken parameter and apikey header through postman but it gives the message "INTERNAL ERROR" code :1000. I am not able to see the respone and get the members list. What is this error means ? Kindly let me know if I am doing something wrong. Thanks
DEA ERx
I received a call back from a couple of pharmacies stating my collaborating physician's DEA number must be in the heading of the prescription. Is there anyway to change the information myself?
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
Cardiac Calcium Score
Does anyone have a recommendation for how to order this? I tried creating an imaging template but the CPT code (75571) does not come up. Has anyone figured out a work around?
Unable to upload images to then use in templates
I searched in the FAQ section and found this: "Is it possible to do markings on medical images? Yes, you can do markings on the medical images and store them as part of the chart note. This feature is available as part of comprehensive encounter. Go to “Physical Examination” section and use the “Add Image Annotation” feature." However when I went to do that, there was no “Add Image Annotation” feature." Has anyone had success uploading images like the views of the body (attached to this post),
Questionnaire reconciliation
Hi everyone, I just set up a new patient appointment template and created a questionnaire covering HPI, Past Medical History, Family History, Social History, and ROS. I added individual widgets for each component to the questionnaire and linked it to
How to generate 837 file
How do I create an EDI 837 file from Charm? I can create a CMS 1500 pdf, but need a file for EDI.
How to view read receipts for secure messages
I need to know if/when patients have read their secure messages. It would also be helpful to know when a specific patient last logged on to their PHR. This information is important for a number of reasons, including assessing engagement and properly discharging
How to make patients inactive?
Does anyone know how to make patients inactive? Thank you.
printing multiple invoices at once
We do not bill insurance, though we often provide Super Bill for patients to submit to on their own. I would like to give them a receipt that shows multiple visits - I think there is a way but I can't find it! Thanks, Star
Partial Payments
Can patients make partial payments via their PHR account? Thanks
Changing facilities
I am a telehealth provider but I have several facilities where labs can be done and need an appropriate CLIA attached for billing purposes. Can I change a visit to a different facility? Is it better to have a separate "nurse" visit at the site for billing
Can I send a PHR invite without knowing someones date of birth
Can I send a PHR invite without knowing someones date of birth. I find that often I have conversations with people and want to send an invite to continue it in a secure format. How can I do it without their date of birth
Messages not being shown as read and dashboard shows incoming after reading
Hi I am having a problem with incoming messages still showing as unread both in the message section and on my dashboard. How do I resolve that.
Deleting multiple patient messages
Is there a way to delete patient messages from my inbox without having to click on each one individually? Thank you.
Bulk SMS
Does anyone use Bulk SMS? I just used this. Problem: We are on a 6 week waitlist for new patients - had two openings come up for tomorrow. Solution: Reach out to 25 patients using Bulk SMS after running a calendar report for new patients scheduled 3 weeks
Error when signing consultation
Hi, I get an error every time I attempt to sign a consultation. 'Error while approving consultation. Please try after some time' Could anyone please help me with this? Thanks, U.
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
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