Kiosk App and “Hand Over”
No matter what I try, I cannot get the Kiosk App to do anything once I click “Hand Over”. Is there some magic to it?
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
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.
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?
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?
Option to add events
I would like the option to schedule an event that patients or potential patients can register for through the scheduler. For example, I am hosting a class in October and I would like for attendees to be able to register for the event and collect their
Web Embed Squarespace
Hi there, I am having trouble using the web embed feature on my website. When I input the embed code into my website, it says "ehr.charmtracker.com refused to connect." Does anyone know how I can fix this problem?
Patient Summery of Encounter
A few issues with Patient Summary, which is printed from Encounters>Print>Patient Summary: DOB is missing from the header Visit Type is missing from the header The ability to "save" is missing. Only allows "Print" option. Should be able to "save". The
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.
Add Provider
When adding a provider under "referring provider" the speciality for social work or behavioral health is not listed.
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
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
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?
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!
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
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?
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
How do i stop Visit Summary from being automatically shared
I do not want patients to get a notification when I sign an encounter. How do I stop them from receiving a visit summary email?
encounter note layout
There's a lot of options in terms of encounter notes, "comprehensive" "Brief" etc. But depending on the roles of the members, not everyone needs to have access to the "labs" "vaccines" "supplements" "RX" or "Injections" as they're writing in an encounter note. I know they don't populate in the documentation if there's nothing written on them as someone is using an encounter chart, but is there a way to remove those "labs" "Vaccines" etc tabs to begin with in certain encounter notes' templates?
Undeleting an encounter
I mistakenly deleted an encounter. Is there a way to recover it?
adding new staff
I am trying to add a new staff member into Charm and I get an error message. Any advice on what to do? I've never had this problem before! Star
Credit Card not storing
Anyone else experience this issue? I try to store a new credit card, add all info, hit store, it says 'success' but when I click on credit cards it says no credit card stored.
Mobile timezone set for different time than facility
Hello, I cannot figure out how to sync up my mobile and facility time zones. I am on eastern time GMT -05:00 (which is what the facility time zone is set for currently) but it says my mobile time zone is GMT -04:00, although I'm on eastern time. Can you please help?
Web embed calendar view
Web embed calendar does not show full calendar - see screen shot below. Does anyone know what may have gone wrong here? Thank you Here is my embed code snippet: <iframe width="100%" height="1000" src="https://ehr.charmtracker.com/publicCal.sas?method=getCal&digest=711b49a1f057126d8233602b965c634be22caeacfd2114b30d57a64c711601c2405c8176170639bd71dbc67b80c25f36debf17855dc5f624" style="overflow:hidden;" frameborder="0"></iframe>
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