Weird formatting now happening as I chart
Is it just me? Now as I'm typing, especially into either a message to a patient or when I'm typing in the Instruction field, often when I backspace or even when I just hit enter at the end of a paragraph, it throws line breaks throughout everything I had just typed it. It often totally wrecks the formatting of what I've been typing to the patient, with just 2-5 words on each line. Sure, my messages can read a bit like poetry, but I'd prefer the look of prose. But seriously, this has been going on
Basic wish list of features!
1. Radio button to make the primary or secondary caregiver also the guarantor (and then add birthdate on primary caregiver). Otherwise it's a lot of double entry. 2. Meds and allergies should pre-populate from the main list into the SOAP note. Also there should be a way to update meds from within the SOAP note, otherwise it's a lot of double entry. 3. Decrease the number of clicks necessary to create a claim. 4. Allow family history to also be updated from within the SOAP note (and have it register
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
Editing supplement template item missing strength
The form field for supplement strength is missing from the form in edit mode.
How do you move complete patient records from one account to a new one?
How do you move complete patient records from one account to a new one? Original business was sold and patient data has not been moved to the new account.
Turn off Physician notifications for new patient appointment
The current Charm instructions to do this lead nowhere. Has anyone figured out how to do this?
advise on trouble shooting. .
Hello, I am hoping for some assistance. I have upgrading my phone so de-registered the old phone in the app settings and went through the procedure to register the new one. I got the appropriate tone in acc mode, new phone picked up the car's SSID, and the password was correctly input within the time allowed. The app told me reg wasn't possible because another phone was connected, or I was out of range, out of time, or used the wrong codes. None of these was the case. Please direct me to a helpful
List Rx by Provider
Hi, is there an easy way to list all prescriptions filled by a certain provider in a date range? I have seen the Analystics "Medications" option but this appears to list prescriptions for all providers and has no date information. Thank you.
Apply a credit from one patient account to another
Curious if it's possible to have payment from one patient's account be transferred over to anothers'? Once patient partially paid for a second patient's appointment however that second patient never used the credit. Now I have the first patient asking to be able to use the funds. Is there a way to link the two within the system? Work around? Thank you for your thoughts! Erika Anderson LAc
Supplement list printout needs headers on subsequent pages
I often print out my Patient Summary that will go past one page. The subsequent pages just start at the top of the page - so close to the top that stapling it together will cover up the words. I've requested this before, but no response. The pages after page 1 in the Patient Summary need to have a header just like the invoices do on subsequent pages.
How do I do a patient return for supplements?
I've searched the FAQ and cannot find information on returning supplements to inventory from a patient. I need to know how to credit the patient's account and how to return the supplement to inventory. Thank you for any direction you can give.
Messages to all patient
I've seen this question asked before, but it still isn't a feature. Has anyone heard when we might have the ability to send a message to all patients as an email blast? I'm about to move my clinic and need to notify everyone. It is also helpful when we are closed for vacation and holidays.
Dymo label printer
Has anyone found a way to print out patient labels for shipping? I ship a lot of supplements, and right now have to go through a lot of work to get a label done. It would be nice to have a DYMO printer function to print the patient name and shipping address quickly.
Scanning Function
For anyone interested, we just started using the scanning function direct to Charm and it works well. Less steps, but as important scans go in much faster and it manages files better so we can add more pages per scan. Mark
Can't save new patient info or even send a request for support!!!! Need help ASAP!
Hello, We are unable to save new patient information/create a new patient. I also can't seem to submit a support email request. Would appreciate if someone could contact us ASAP as this really limits our capabilities right now. Sometimes it asks for a zip code even though "Canada" is selected as the country. Putting a zip code in doesn't get around it. I've logged out and logged in and reset the router, still not working. Thank you, Bespoke Clinic
email signature
When I copy & paste my email signature into the Signature section of the Messages tab within Settings, it looks normal. After checking the Enable Signature box, then creating a new message, the formatting is completely off. There are spaces between letters within the same word, some letters italicized & others not within the same word, and in some messages there are many spaces between the lines of text in my signature. I don't see an area where I can reformat this. Can anyone point me in the
Inventory Management
Hello, is there an easy way to adjust stock level in Inventory for supplies that were used by practitioners and not by patients, for example, I currently have 4 boxes of 50-pack acupuncture needles in stock, and one of my practitioners removes one box to use on her clients for the day. Is there a way to simply mark 1 box as having been used without utilizing an Invoice? Thank you kindly.
Email Templates and Websites
I am looking to make my logo clickable for my website in emails. Is there a way to do this? What is the format structure for the field strings? Is there a way to add a web address to the field strings? Thank you! Greg
Repeat previous notes
Hello, Are we going to be able to "repeat previous notes" like we could on the original Charm? I can repeat in some sections only, but not in the CC section, and when I repeat in the Physical Exam and Treatment sections, the text is full of extra spaces as well as descriptions of the font, so I have to backspace and click multiple times to string the text together. I have switched back to the original version because this is very time consuming. I do like being able to see the previous note next
Master scheduling for blocking different times on a dynamic basis
A couple of our providers also work at an ER and their schedules vary by month. They may be available Monday, Tuesday, and Thursday one week, but Wednesday and Friday the next week. Or, they may only be available half a day. I need the ability to input those schedules accordingly. Is there a way to do this in Charm? Dan
website links in instructions
When I write instructions to clients, I include website links. Is there any way to have those be live links, so that users on their phones could just click rather than have to copy and paste? Thank you! Lisa Paul IBCLC
Advanced Security Measures
Hello, Is Charm going to implement more advanced security measures such as enforced password updates and two part authentication? Thanks, Michael
Using telehealth
We are using telehealth and would like to use it a lot more, however, we are running into some difficulties. Specifically, we have had several pts that we simply can't get the telehealth encounter to start with. It seems that telehealth won't work with i-pads, even with Chrome loaded onto them, but it will work with i-phones with Chrome, no Safari. Also, it seems to be very finicky if the pt isn't signed into their portal BEFORE the time on the calendar. If they try to sign in after the appointed
Trouble with customization of templates
I am having trouble with my customized templates working with one another. I have a pain scale of 1-10 with each number able to click for each area of complaint. My problem is if I have multiple areas of complaint and I need to use 2 customized forms, I cant click a number for each. For example: If a neck pain is "6" I can click that but if I have to add shoulder pain "4" then the neck pain "6" goes away. Not sure how to correct this. Help!
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.
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.
Charm EHR: Post API requests are not functioning
We are integrating Charm EHR API; But API get are working but POST are not working
Schedule colors from Visit Types now showing up in Calendar
We have setmultiple colors in Visit types. None are showingup in schedule. Whatare we doing wrong?
Doctor email template for cancelled or new appointments
Where are these templates stored? I want to change it from giving patient record ID to actual name.
Compressed schedule hours on web embed - feature non-functional
Hi there, When I embed the scheduling on our website, it works find on PC. When viewed on iPhone 7, Android Chrome, Android Samsung Browser, the times listed are jumbled with the AM/PM overlapping with the hours, rendering them unviewable. I've adjusted frame width, etc, and am unable to get the column width to display properly. Requesting desktop page in Chrome on Android renders the columns properly and the tool is usable, albeit extremely tiny. Please see at http://www.nawellness.com/scheduling/.
Change Calendar view to office hours and change Calendar view font size.
Our front desk is giving feedback that the inability to reduce the view to just office or schedule hours results a bit of extra visual overhead & strain. Is it possible to reduce that? Similarly, the font is tiny and hard to read without sticking your nose on the monitor - any way to adjust that without generally increasing browser view? Lastly for schedule view None of these are critical, but they are impacting productivity.
Patient visits being deleted
I sent support a message about this but still no response. What is the average turn around time? I have now had 5 patients had their scheduled appointments deleted. No trace of the appointment at all.
message/announcement to all patients via ChARM
When will we be able send out a message/announcement to all patients via ChARM. We have requested this for 2 years now. We keep getting the same old response, " we are working on this". It a simple on off switch that you all have disabled and it needs to be enabled. This does not take 2 years.
Patient Retention and Recall
Does CHARM do any sort of campaigns or have a way to run reports for patient retention and/or recall. For example, if someone has not been in to the office within the last 90 days is there a report for that? And if there is (or even if there is not) is there a way to contact them in a mass way through the portal or otherwise in order to try to retain them as a patient or reactivate them? Since the system is set up for patient reminders, we didn't know if there was a way to tack this on to that application.
Mark as unread
I might just be crazy, but I can't find on the web interface a function that's in the Android app. HOW do I mark a message as unread? That's a pretty critical piece of functionality that must be there and I'm just missing it.
Editing a Charm questionnaire
How do I edit a questionnaire called Adult Health History - Charm which I have moved to my documents, but when I click on personal details it only lets me edit the heading not the other items. I can't even find the other items, but they are in the pdf when I make a copy
questionnaires
Is there a way to send questionnaires to patients other than the calendar? We are a membership based practice. When a person or family become members, we put them into the system but they don't always come into the office for a visit right away. We would like to send them a questionnaire right away without waiting for them to make an appointment. Is this possible? Nevermind, I just found it in messages!
Initiating Referral within Charm
How do I initiate a referral within the CharmEHR? I have added the physician I want to refer to in the directory, but beyond that I do not understand how to initiate the referral. Thanks!
Patient List by Insurance Provider
Greetings, Is it possible to pull up a patient list according to insurance company provider? My doctor has requested this information. Thanks, Kalindi
Can't remove a shared template from the ChARM Library
One of our practitioners accidentally shared one of our practice templates to the ChARM Library. It is not something we want shared and we need to remove it. How can we do this?
Next Page