Printer selection
I need to send different documents to different printers. How do I set this up? Aubrey McElroy
Inventory Management - Missing Fields
Hi everyone. I have emailed Samba, Venky and support now around 10 times regarding the the inventory data of ours that was deleted (originally all our stock categories went missing) on the 29th March, and after several weeks, it was finally returned, but missing several fields. Wondering if anyone else has had this problem, and how did they get it resolved as support are ignoring my requests to have our data restored before they deleted it.
Questionnaire
I already have a questionnaire I use for new patients but want to change some things up. If I edit the current one, will that effect those that have previously filled it out or only newly sent questionnaires?
Printing reports - redundant header and suggestion
I am printing a report of findings that I have customized for our practice. When printing, the header prints alone with a blank remainder of a first page. Then prints again on the next page with the actual report. I can't figure out where I might have this process duplicated in a template. Also: it would be great to have more options than just printing, editing or closing a report. I would like to be able to save this report to pdf or send the report directly to the patient as a pdf when it is
Plotting lab results
I see that Charm has an option in which labs can be entered manually and then plotted. I have tried doing this without success. Where can I find a tutorial on this?
Appointment type
Is there a way to customize the form of the type of visit? For example, I offer free 15 minute consults but want those to only be available as a phone visit but it automatically defaults to in person...
How do I import our new patient forms???
Hello I am trying to figure out where I can get a new patient questionaire 1 for acupuncture and 1 for naturopathic medicine or just download our paper ones for the patient portal can you tell me how to do this Thanks Anne
ChARM Templates
I'm an Medical Administrative Assistant for a medical practice. I'm looking for a way in ChARM to record notes of my communication with patients, especially over the phone. I see a "Nurse Notes" template but I'm wanting to know if there is a way to create a template for my notes. I suppose I can use quick notes but prefer a separate template for my communications with our patients. Thanks for any help.
Charm EHR Template ROS - postitve/negative
I would like to make a template that is a postive/negative ROS format. And have it chart so, seeing which box I select.
Repeating soap notes
Hello, I am still having difficulty repeating my previous notes for only my Botox soap notes. Occasionally for some unkown reason, I can repeat this note. This is my most commonly used soap note, and It would be wonderful if they could always be repeated.
Commonly used codes
Is there a way to have a narrower list of ICD10 codes to choose from - i.e. my own list of frequently used codes?
Statements
I would really love the ability to send monthly statements to patients rather than individual invoices. I need to do paper in addition to sending to PHR/email. Right now, it is so cumbersome and time consuming to run an A/R report and go to each individual account to send multiple invoices. Thank you!
Default # of line items in an invoice
Hi, Is there a way to define the default number of line items that appear when you create a new invoice? The superbill we have today defaults to 3 line items and I'd like it to default to just 1. Any help is appreciated. Thanks! - Mike
Storing a credit card?
Is there a way to store a credit card for a patient in Charm?
Error when signing consultation
Hi, I get an error every time I attempt to sign a consultation. 'Error while approving consultation. Please try after some time' Could anyone please help me with this? Thanks, U.
Scheduling for multiple calendars - syncing schedules?
We have 3 calendars, but we are only able to see two, of the three calendars. How can I change it to view the third? Any help would be appreciated!
PHR invitation - won't go to *@*.net emails?
I've noticed Charm giving me an error when I try to send a PHR inviation to a patient that has a long email name with .net. Work around? Bug? Feature?
calendar - can not view my appointments
calendar - suddenly I can not view my calendar. the message pops up choose at least one provider. so I clicked on the blue settings button located on the right, myself and my providers' names are not even there. please help! I can't even see who is on my schedule for tomorrow. Thank you.
Sharing supplement protocols with patients
Hello, Can anyone share their knowledge of sharing supplement prototcols? I can enter the supplements, but patients cannot see the added items in their portal. Any advice would be welcome! Thank you, Jamie
Texting feature
Can anyone tell me if the text feature for appointment confirmation allows back and forth texting? Does it allow the appointment to be confirmed by the patient and interact with my calendar to indicate that?
questionnaire question
Hello, Does anyone know if there is a way to unassign a questionnaire if it was sent to a patient in error? Thank you, Tracy
ICD 10 -
On the Superbill, under Diagnosis, it has a default line that says "ICD-9 Code" It says that even if you put in an ICD 10 Code, and I can not find a way in the templates to change that. Will it change automatically on October 1? Also, I'd like to know if there is a frequently used template for ICD 10 codes! Or if there will be... Thanks, Star
Need support for API imlpement in .net
Hello, I have to implement API and retried data into my application but I need sample code in .net framework for how to fetch patients data by api. Thanks
Sort Visit Types?
When scheduling an appointment, is there a way to make the drop-down "Visit Types" list appear in a certain order? Right now it appears random--it's not alphabetical or even in the order in which I entered them into the system. Thanks!
Importing Patient
I am trying to import my patient CSV list from Patient Fusion. I have exported list and formated per directions. But when I "import" it only the first patient in the CSV imports in. I only have 74 patients - guess I could import them 1 at a time but what a pain. What am I doing wrong? Thanks in advance for your help.
Markings made to image annotation.
I am wondering if it is possible to erase or undo markings made to an image annotation. Also curious if while working in soap notes, it is possible to repeat that image annotation from previous appointment.
Adding invoice headers
Is it possible to add a header to the invoice (other than procedures and products)? I have sold a lab test the patient wishes to claim from the insurance company, but they didn't accept the lab test listed under "products" on the invoice and want to see it listed under a "Diagnostic Laboratory Test" header. Any suggestions? Many thanks, Lineke
WHO growth chart
Can the WHO growth charts be added for children birth to 2 years old? When charting growth on CDC charts, weights appear significantly lower. This is also the standard recommendation per the CDC.
Create New Patient Portal
A few times it has happened that the email account the patient used to create their portal access closes down. I need to let them create a new portal, but I don't see any way of deleting the old portal info within ChARM and sending the invitation to their new address. Any advice? Greg
Creating templates - half of template gets deleted after saving
I have been creating templates the last two days and, while I have created many templates successfully in the past, all portions of the templates I edit or create get deleted after the review of systems box. The review of system box also "freezes up" and does not let me move around the entries after saving. Have lost so many hours of work and original templates destroyed without being able to create new ones in their place (nothing will save appropriately)!
'insufficient / out of stock'
The following tag pops up on my invoice summary when selling a product that registers out of stock. " Following products are having 'insufficient / out of stock' You can still go for advance selling & order them later" . It will not allow me to approve invoice. Could you clarify what this means. Thank you
Update Procedure Details
When I fill out the fields in the pop-up screen for updating procedure details (after clicking the little notepad icon to the right of procedure code), then I click 'Update', there is no response. The button doesn't work. Please advise.
Invoice and Bill sorting
It would be nice to be able to sort invoices and bills by column heading. For example, if you wanted to sort by encounter date, invoice created date, status, etc. It would also be nice if after approiving an invoice from the Generate a bill screen, that it would pop you back to the generate bill screen rather than going to the invoice screen. Same with after creating a claim. I want it to pop me back to the screen I was on since I do it in batches.
Demographic report
Is there a way to run a report listing number of patients by insurance? Additionally, I noticed when running a demographic report, it counts inactive patients as well as active. Is there a way to get that changed?
Make headings show in final chart note
I have created a custom SOAP template with heading elements. However when I go to make a chart note with that template and "preview" the final note, the heading is not in the note. Is there a way to make this happen, or a different way to go about it?
Invoicing: Adding a write off category under invoices
Does anyone have a way to add type of 'write off' under the invoice options? I would like to be able to keep track (in this system,) of how much patients are using their cards and how much I am paying in fees specifically. Anyone aware of a way to add 'Merchant fee' to the drop down list of 'contractual, bad debt, small amount and other'? Many thanks!
Scheduling for multiple calendars - synching schedules?
I work at two locations and am trying to figure out how to manage my calendars. Locations are within a block of each other and I'd like to be flexible about seeing patients at both locations on the same days. I'd like to put meetings and other times when I'm not available on both calendars without having to enter the information on both calendars separately (as well as my Google calendar). I have schedulers at one location but have to do my own scheduling for the other so everyone needs to be able
Template for "message to pt" section
Is it possible to create a template for the message to pt section when scheduling visits. IE: new pts appts would all be $name$, Thank you for scheduling with $practitioner$. Please fill out the attached intake and consent forms. (etc) Same with things like well woman exams of venipuncture visits?
Edit claims (box 24 E)
I'm getting a lot of rejected claims because I can't populate the field for box 24E. Only once have I seen an actual error message. It said something like, there is no diagnosis pointer for CPT codes 97810 97811. Is there a way to fill the fields my self, or otherwise solve this problem?
Bill miscellaneous items
Is it possible to add miscellaneous items to the invoice as they come up (and for which pricing will always be different), or does everything have to be pre-entered under billing codes? TIA!
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