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.
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?
Generating and printing HCFA 1500 claim hardcopy
I’m very new to chARM. Can someone step me through the process of generating a hard copy of a HCFA 1500 form?
Remove provider from "Appointment Request"
We have doctors in the practice that we do not want to show up in a patients PHR under appointment request. I have been through every aspect of both the administrators and provider settings and cannot find how to do this. The only way that is successful is to change the provider from Physician or Physicians Assistant over to OfficeManager or Nurse. Please let me know how to do this - it's amazingly confusing to patients.
Adding new patients to my EHR account
How do I add a new patient to my clinic's EHR Charm account when the patient already has an Charm EHR account?
Different time zones and combine provider's availability across all facilities
Since CharmEHR's also attractive feature is its integration with Zoom to do telemedicine, I think it's worthwhile to develop its user interface to be telemed friendly. I've inquired about a feature that would allow an provider's availability to be automatically adjusted across all facilities. For instance, you have a provider who sees patients in 2-3 different time-zones. One way I was able to get around it is by making only 1 facility, and informing patients all the appointments are in the provider's
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?
KIOSK PIN
I'm uncertain about how to use the KIOSK PIN. I have the app downloaded onto my iPad. I have no front desk staff so I do not want to use the "hand over" feature. Based on the description provided, it appears there is a way to generate a PIN for patients to login to the app & update information, answer questionnaires, etc. Can anyone here provide guidance on how to utilize the KIOSK PIN feature? Thank you
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
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
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.
SOAP Note / Med & Allergy list
I recently transitioned from using primarily comprehensive notes with section specific templates to SOAP notes. I'm unsure how to get the widget information from the questionnaire into the SOAP note the same way I did when using comprehensive notes. I've reviewed the template settings to see if it is an option to add this section as a template component & can not locate it. Is this not an option? This is a major drawback to the SOAP note feature as a documented list of current medications &
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>
Web embed different provider groups
Hi, I have different groups of providers that I have special staff scheduling arrangements with. Can I create a web embed for each different group? Let’s say I have a website with 3 different pages-1 for each group of providers. Can each group have their own unique web embed for scheduling?
Collecting image of insurance card via Telehealth appt
Hello, I’m new to your TeleHealth Appointments. How do I collect an image capture of the insurance card to upload to the chart prior to the first appointment, especially if the first appointment for a new patient is via Telehealth? The same question goes for signing a consent to treat?
calendar web embed on multiple websites?
Hello, Is it possible to embed our calendar on multiple websites? Are there any negative implications to doing this? Thanks!
Required fields in chart note
How do I make certain fields required for Documentation In the note?
Embed Calendar on website and in phone app?
Embeding calendar on website. I follow the direction to get the link to embed on my website. I "enabled" online appointments. I entered the code under "raw HTML" on website and it doesn't bring the calendar in. ALSO I have an phone app that I created. How do I get a code that will embed within my appy phone software. (There is not a website address I can type in Charm to get a link for the calendar. Any suggestions?
Questtionare/Consent Forms
My clients are not getting their foms when selected to add to PHR during appointment set up. What could be going wrong?
Practice Branded Patient App
Does anyone have any feedback on how they like the App? I've very interested in it but I can't seem to find any information or feedback from providers or users.
Credit Card capture at time of booking via web-embed calendar
To deter no-shows and late cancellations we require clients to enter card info during the appt booking process... How can I implement that here as we begin using Charm? (ideal workflow is to accept credit card payment at time of booking via the web-embedded feature). Also, I've heard the Blue Fin doesn't accept HSA/FSA cards. Is this correct?
Allow Calendar exceptions
We occasionally will see patient's on a normally closed day (like on a Saturday or have "after hours" appointments.) Is there a way to to show the schedule as available for select days without changing the entire office/provider timings? I do not want to unblock all those days (like every saturday), just one here and there. I know that I can over-ride the blocked days, but then it i s confusing to other schedulers as to which days are okay to over-ride and which are not.
Batch Delete Received Questionnaires & Reviewed Chart Notes
Each of my clients completes a minimum of 4 questionnaires (max: 7) with every New Patient visit & 2 questionnaires minimum at each follow up visit. I prefer to receive notification when these are received but am unable to delete more than one at a time. Is anyone aware of a way to delete multiple as a way of cleaning up the inbox? Also, after submitting signed notes to be reviewed, there doesn't seem to be a way to delete these / move these out of the signed review area after the requested addendum
mobile embedded code for scheduling
Hi, Charm Scheduling embedded code for mobile devices does not work. Writing overlaps and patients cannot select provider or time. Anyone else having this issue? I've been told by Charm support that they understand it doesn't work. Doesn't seem to be a priority to change/fix. Danielle
REQUEST: 2 way integration with Google calendar!
I would LOVE this feature. It would make my life so much easier. I'd even pay extra for it. If I have to block off part of my schedule to take my dog to the vet, have lunch with a friend, etc, Id love it if I put it in my google calendar and it showed up in Charm calendar, so I wouldn't have to manually sync every time I do this. PLEASE add this!!! THANK YOU!!
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?
Superbill with Dx codes
Is there a way to have your superbill and invoice include all aspects of the billing? CPT codes as well as diagnostic codes/IDC9? I can't seem to find a setting that allows for me to update this. If not, have others found a way to upload and insert their info into a superbill? Thank you!
!. Digitizing Forms & Lab Integrations
Hello, Does anyone have input regarding the form digitizing service that Charm offers? Can anyone speak to the quality of Charm lab "integrations" and how well they work? Thanks very much, Eugene Wilson Orenda Holistic Medicine
Can I cut and paste from a template in the library?
I'd like to take just a section from a template in the Charm library and paste it into my current SOAP note template. Trying to create it from scratch in my template would take forever, and I'd love to use the pre-made portion. Is this possible? Is there a way to grab the coding from a section and place it in my template? Thanks!
How do I auto-populate medical history, medications, etc into chart note?
With my new patients I put the information from their intake paperwork into their charts including medical history, medications, allergies, supplements, etc. Is there a way to put this information into each chart note encounter since it will likely be the same each time? The template I use for SOAP notes seems to imply that information will auto-populate but I'm not sure how to do this. Thanks!
Using same email address for patients
I just booked two new patients, a husband and wife. They use the same email address and I'm wondering if I can send intake documents for both of them to the same address? Will they both be able to create their patient portals? Thanks!
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