Questionnaire
I'm currently testing out your system for my office. When I spoke with your sales rep, they told me that questions such as insurance details and medications currently being taken would populate automatically from the questionnaires. However, I just created a test patient, sent them (me) the questionnaire, filled it out, received the completed questionnaire in ChARM but the medications are not populated in the bar on the left. Did I misunderstand the sales rep or am I doing something wrong? Jenifer
New Patient Registration Email
Hello! Quick question...when creating a new patient from the scheduling widget, I've noticed that confirmation emails go out quickly. However, the email to register a new patient in PHR is not being generated. I've looked in the settings section to see if I need to enable something. I've also checked the SPAM folder. Any assistance would be great! fozzy40
Change an Encounter Date before Note is Signed?
Is it possible to change an encounter date before a chart note is signed? We can't figure out how to do this, and we have practitioners who prep for an encounter the day before. They want to be able to begin their notes early, but have them reflect the actual date the patient encounter occurs. It seems the encounter date is being set based on the date the practitioner begins their note/prep, and not based on the date of the appointment. Ideally, they could change the date of the encounter up to
have the "add to calendar" function in the auto generated email
Hello, Is there a function to add to the auto-generated email, like a link, that the patient can click and have the appointment added to their own calendar? I searched online but it seems not as easy as adding some codes to customize in the email template.
Error in visit summary
Hello, As all my patient log in to their PHR, the visit summary shows up as codes and its unreadable. I have attached an screenshot to show what's going on. When I log in to my EHR account I see things perfectly fine, but it didn't work on the PHR part. Please help!
Error occured. Please try after sometime.
Is anyone else getting this error? I've gotten it on an Android phone, iPad, and Dell PC since last night when I try to log in. I can't even put in my username or password, which makes me think this is a universal problem. I've sent an email for help. Anyone else having this problem?
New User Interface Requests
One of the main reasons I chose CHARM years ago was because of its simplicity, without extraneous bells and whistles. I was told that you did that on purpose so that we wouldn't have too much on the screen at once, and I liked that. It appears you forgot about that feature when you wrote the new UI. 1. Please allow us to hide sections and menu items that we don't use so that the screen is less cluttered. 2. Make the labels for the icons sticky so I don't have to constantly click on the arrow to
Supplement Management
I would like to be able to edit inventory from a full spreedsheet vs. needing to edit line item by line item.
UHHHH HELP PLEASE
When I try to login it just redirects me to an error page. Please help me.
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
Setting up PHR?
We are a relatively small practice that has been using ChARM since September (4 months). We want to explore using the patient portal, but want to start small. Where do we choose what the patient has access to? How do we upload to the patient's PHR? I saw a video that a practice shared that showed them able to start Release of Info requests w/patients. How do we do that? Can we change which providers the patient can email? We would like our administrators to gather patient messages to screen them
How to get box 24J filled out on the CMS 1500 Form
I just had claims denied at the clearinghouse because Box 24J is not filled out. I have never had this problem before. How/Where do I fill out my personal NPI number so that box 24J gets filled out on the CMS1500 form?
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.
Insurance Refunds
We are not currently using Charm RCM/Billing services but we are entering insurance payments in by hand. Has another been able to figure out how to refund an insurance payment due to a overpayment? Anyone have an idea if we just treat it as a typical refund? That only issue is that some insurance companies don't ask for a refund, they just take the money they would be paying for other claims and keep that. Maybe I'm over thinking this. Help!
NOT RECEIVING NOTIFICATIONS OF QUESTIONNAIRES on ChARM
Hi there, In My Account > Messages > Preferences, I have it marked as "Required" for both message notification and questionnaire notification. Yet, I'm still not receiving any notices when my patients complete their questionnaires. Please help!
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
customizing meds/supplements
Are we able to creative "favorites" for meds and supplements that can be specific to provider but shared with other providers? ETA: I found the templates area where I can add favorites. Just wish could do this as I go along. Ie: when adding meds to patients note could click "favorites"
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.
Non covered service coding
Any suggestions for best practices on coding for non covered services. In my holistic practice I provide a variety of modalities. Should I just use the same generic non covered service cpt for all the multiple procedures I do; only varying the description of the service?
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
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?
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?
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
Announcements: Strange text showing up. How do I fix it?
In the patient portal under the announcements section, I get an odd text strand, that I did not type, as part of my message. The subject of the Patient Announcement is "Testing Announcements" (It was my first one & I'm testing this section out to see how it works.) In my practice portal is shows up normal. In the patient portal it looks like what I've copied below. Question 1) How do I make the subject line show all of the characters? Question 2) How do I get rid of the "undefined, undefined aN,
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
Wellness tracker
Is there a way to merge information that a patient records on their wellness tracker from their patient portal into a flow sheet in their chart?
Patient list is incomplete in Analytics
I want to export a CSV file of my patients to download onto my computer. I went to Analytics and it only listed 10 when I have 100 listed in the Patient heading on the menu bar. What is happening here ?. Thanks for any help here
Statements
I would really really like the option to send out statements on a patient's account rather than invoices for each individual date of service. I send invoices electronically and via mail at the end of the month and people often have more than one visit with balances. PLEASE make this an option!!
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
Next Page