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
If the total amount is refunded and you do not want the invoice to be available then you can cancel the invoice.
If an amount is refunded and it is shown as balance due in the invoice(which you want to keep), then you need to create a 'Credit Note' for the refunded amount and apply that to respective invoice. This will remove the balance due for that invoice.
As the refund was directly done through merchant service, you need to now record that in ChARM. For this, first go to the invoice and using the 'Adjust Payments / Edit Write-off' option remove the $25 payment from the invoice. Once the payment is removed, it will be available as 'Unused Payment' for that respective receipt. You can now record the payment using the 'Payment Refund' option available for the receipt and enter the applicable details like Payment Method and Reference #.
By following the above procedure credit will not be shown in the patient account.
Hope this helps. Do get back to us for any further questions.
From your post we understand that your intention is to refund the amount to patient but instead, applied it to invoice. You can correct this using the 'Edit & Apply Payment' option available for the receipt(click the gear icon for the respective receipt and you will see the option). It will list all the invoices for which payment from the receipt has been applied. You can remove the unwanted payment shown in the 'Payment Applied' field and Update it. Once updated, this amount will be shown as 'Unused Payment' of the receipt. You can refund this unused payment using the 'Payment Refund' option.
Hope this clarifies. Do get back to us for any further clarification/questions.
There are no templates available for the email notifications that the providers receive. They were designed in such a way that no patient information is displayed in the notification. As of now the notification content cannot be edited.
ChARM has the feature of configuring Recalls for patients. It can be done either from the 'Follow up' section of the Chart note (or) from the 'Recalls' section under patient 'Dashboard'. Once the Recalls are set, patients will automatically receive reminders for booking appointments. Based on the recalls set you can generate report under 'Analytics > Recall Report' section.
We also have a 'Patient Followup' report under 'Analytics' to get the list of patients who have not arrived at the office with in a specific period of period.
As of now mass messaging the patients is not possible from ChARM. We are working on providing this option. We will let you know once the feature is rolled-out. For now you can export the 'Patient Followup' report data as CSV and use it to mass email patients outside of ChARM.
Sending bulk PHR invitations is not possible from the UI. They have to
be sent separately. But you can do that quickly from 'Analytics > PHR
Usage' section. Here, click on 'Patients without PHR' link available
for the Pie chart and the list of patients will be displayed. You can
use the 'Invite' button shown there to send invitations to the patients.
Seems you are trying to edit one of the widgets we have, for collecting the patient's information. There are three widgets named "Personal Details", "Primary Contact
Details" and "Primary Insurance Details". If these widgets are added
while creating the questionnaire, then a set of predefined questions
will be shown to the patient. As of now these questions are non editable.
The questions available in the widgets will be shown in the PHR portal
when shared to the patient. These questions will be visible in the EHR
when the patient submits the questionnaire. Also the information
collected using the widgets will get stored in the patient details
We do have plans to make these widget questions as configurable. We will let you know once it is done.
In order to avoid any misplacement in CMS1500 form, please ensure that
the instructions given in the "CMS1500 Print Settings" under Claims tab
are followed. These settings are specific to the Operating System
installed in your machine. Up on following these instructions, you
should get the print properly.
Once settings are configured, you
can download and check sample pdf using 'Sample PDF' option available
in 'CMS1500 Form Print Settings' dialog.
In case you still see
any misplacement, then you can use Claim Settings to adjust it.
Navigate to 'Settings > Billing > Billing Settings > Claim
Settings' section. Here, choose required option for 'Move printing on
CMS1500 form to Right or Left' and 'Move printing on CMS 1500 form to
Top or Down' fields. Once configured save the setting and then try
If you still face any problem, please get back to us.
Yes, as you have found, the other way of sending questionnaires is through Messages. Patient has to register PHR account(using the invitation sent by your practice) to access the questionnaires sent as part of messages.
Referral provider details added in the directory can be used to electronically fax referral letters to those providers.
You can make use of 'Reports' template for generating a referral letter. We
have copied a sample 'Referral Letter' template to your
account. It would be available under 'Practice Templates'
section. Please refer that template to know how a referral template can be built
to fetch data from the chart note, if required. You can use the same template or customize it to your requirement.
can generate the referral letter by clicking on 'Reports' button and
choosing 'Referral Letter' template from either 'Past Encounters'
section or while creating the Chart Note. You can fax this referral letter electronically from
ChARM by clicking the fax icon available on top right of the generated report. On clicking the icon a window pops up where you need to enter the referral details. The details that you have already configured in the directory can be fetched here(search and choose field). With one click you can choose the referral and then fax the referral letter to them.
If needed, you can create a new referral letter by following the instructions given below:
Navigate to 'Settings > My Templates' section
Click on 'New Template'
Choose the 'Template Type' as 'Reports'
Use the appropriate 'Place Holder' strings to fetch values from chart note(if required)
Click on 'Create' button
Hope this helps. Feel free to contact us for any further questions.
You can use ChARM Scanner service(it is already enabled for your account) to scan the existing lab copies and directly store them to patient record. Once the copies are stored to patient record, they can be shared to patient's PHR account.
For handling the future lab results, you can opt for our electronic fax service. If labs have an option to fax the lab results then you can directly receive them in ChARM which can be stored to patient record easily.
Do get back to us if you have any further questions.