Not receiving questionnaires
Hello - Having difficulty receiving the questionnaires that are being filled out by clients. They show as sent by us, and the client has submitted all on their end - but they are not showing up received on our portal. Thanks for help :) (They are showing in the patients account as being sent - but my question is pertaining to the "messages" section on our portal where we can track questionnaires that are sent and received. We are needing to be alerted to when clients submit the questionnaires
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
Require credit card to book an appt
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?
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
Disable "Request Appointment" in patient portal
Hi, We're not using charm for scheduling, but I seem to be unable to remove the request appointment or calendar tiles from the patient portal. All practitioners have "Enable Online Appointments" disabled. We did do a trial with scheduling, with many patients ported over to the calendar, before opting out. We need this disabled ASAP. Please assist.
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.
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
How to remove balance due in Patient's Invoice?
Hello, I've made a refund for our client. But after that, the refunded amount shows as the balance due in the invoice. How will I remove it from the invoice or is there any way to put a note that the amount shows has been refunded to client? So the client will not have a balance due.
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?
how to change approved invoices without creating credit on a patient's account
Hello there! I emailed 3 days ago asking for help with this in more detail but thought I'd try to forum too. How do I change approved invoices in charm without creating credit on a patient's account? The situation is this: A patient thought that their insurance deductible re-set mid-year. Turns out it did not and insurance paid in full except for a $25 copay amount. The patient at the time of the visit paid cash for Time of Service rates. I have refunded the patient the difference between what they
how do I revise credit applied to a patient's account in the past?
Hi there! Can you please tell me...how do I revise amounts of credit added to a patient's account in the past? The situation: I added credit to a patient's account on the "Receipts" --> "Add Payment" function as a patient was due a partial refund. That refund amount has been applied to invoices that have been approved in the past. Is it possible to reverse the credit that was applied to the patient's account in this manner, even though invoices have used this credit as a form of payment? Thanks!
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.
Search email messages
Is there a function where I can search for a string in messages, and get the resultant messages? It would be odd to have that feature for searching chart notes, but not messages - I must just be missing it.
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.
New to this...
New to doing telehealth. Is there any assistance thru Charm? I am ready to launch (slowly) but would like to make sure I have this all set.
linking charm EMR with laboratories
I want to link our charm EMR with laboratories so that the results auto import: quest, labcorp, true health diagnostechs. I need to activate the interface request through charm, but I don't see where to do so.
Importing patient CSV - can we automate patient portal invitations?
I've built the spreadsheet needed to import the last years worth of patients. A small test run on a demo account imports properly. How can I 'bulk enroll/invite' these 650 people into the patient portal? We're changing out out of office emails to say "go to the portal", so need patients to actually be enrolled. Thanks, Adam
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
HCFA not lining up correctly in the boxes
The x's in the test page line up correctly, However, when I print a patient HCFA the data all ends up slightly higher and to the right. How do I modify the alignment on the HCFA? I am using Adobe Acrobat Reader DC.
Editing a questionnaire or template
How do I insert into a specific place or move a question in questionnaires and templates
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!
Labs and hard copies
We are just beginning our transition from paper to ChARM. With this, I am not sure what we should do with our patient Lab copies? The lab companies all send us two copies and one goes to the patient. How are other's keeping these until the patient receives their copy?
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?
Adding license number to invoice?
Is there a way to add the license / registration numb to the invoice? I have filled out the "registration number" field on my profile, but it doesn't seem to be used or appear anywhere - is this possible?
Scanner connection
I have signed up to use the scanner option but do not know how to get my scanner connected to Charm!! HELP!!!!!
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
EHR App Crash
The app keeps crashing with calendar and now unsigned charts.... Started using Charm this past couple weeks and not had this problem. Tried refreshing and then reinstall app.. still not working... wont show patients on todays date
Rx print formats
I need to change the Rx print format. I need to change the size of the paper, the number of prescription per Rx, and need to put a water mark photo on the Rx. I also need to make some formats for printing medication bottle labels and a few more custom print formats. Can you help me? Aubrey McElroy MD
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