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calendar web embed on multiple websites? [1 Reply]
started by Lauren • last reply by Samba • 6 days ago
Samba responded at 15-Feb-2019 02:19 AM.
1 Reply of 1
Hi Lauren,

You can embed your scheduler in multiple websites. Ensure that all those website URLs are added to the Hosting Websites list in ChARM under 'Settings > Calendar > Web Embed' section.

Regards,
Samba
- 1 Reply of 1
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Required fields in chart note [1 Reply]
started by Lauren • last reply by Samba • 6 days ago
Samba responded at 15-Feb-2019 02:13 AM.
1 Reply of 1
Hi Lauren,

I assume you are referring to marking the fields as mandatory in the templates so that they will in turn be mandatory while using in chart note.

For now there is no option to mark the fields as mandatory in templates. We have added this requirement to our features list.

Regards,
Samba
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Embed Calendar on website and in phone app? [4 Replies]

1
started by Tami Cornwell Sandmeyer • last reply by Samba • 6 days ago
Samba responded at 15-Feb-2019 12:43 AM.
4 Reply of 4
Hi Lauren,

Card processing options will be available under 'Settings > Calendar > Online Appointments' section once Payment Gateway is enabled for your ChARM account. These details are not captured as part of the document. We will make required changes to include these instructions in documentation as soon as possible.
Once payment gateway is enabled, you will see 'Enable Card Processing' check box under 'Online Appointments' section. Refer the attached image, EnableCardProcessing.png. Choosing this check box will display the following three 'Processing Types'.
Store card on file
Card on file with charge
Charge card
Setting the above processing types will work as follows :

Store card on file : Enables system to collect patient credit card details while they book appointment online. Payment will not be collect at this time. Card details will be stored on file and can be used for collecting payment later.

Card on file with charge : Enables system to collect and store card on file as well as charge the patient a fixed cost or based on the cost set for the Visit types.

Charge card : Enables system to charge patient a fixed cost or based on the cost set for the Visit types. Card details will not be stored on file.

For the details on Bluefin Payment Gateway, please go through the following URL :

https://www.charmhealth.com/resources/billing/bluefin-payment-gateway.html

Hope this helps. For any further questions or demo you can email us at support@charmhealth.com

Regards,
Samba
Attachments

EnableCardProcessing.png
Size : 94.92 KB Downloads : 7 Download
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Practice Branded Patient App [2 Replies]

1
started by fozzy40 • last reply by Samba • 9 days ago
Samba responded at 12-Feb-2019 04:33 AM.
2 Reply of 2
Hi Lauren,

Only registered patients will be able to use the custom branded app. The login credentials are same as the PHR web portal.
Non registered patients can book appointment using the web embed scheduler, if configured for your practice.

Regards,
Samba
- 2 Reply of 2
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Allow Calendar exceptions [1 Reply]
started by Peaches • last reply by Samba • 24 days ago
Samba responded at 28-Jan-2019 04:59 AM.
1 Reply of 1
Hi Peaches,

We are working on providing the feature to be able to change a specific day's schedule. It is expected to be rolled-out by end of first quarter or early second quarter.

Regards,
Samba
- 1 Reply of 1
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Batch Delete Received Questionnaires & Reviewed Chart Notes
started by Scarlett Mulligan • 1 month ago
No one has responded yet.
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 is added. Tried to add a screenshot but the file is too large (103KB).
Thanks!
Scarlett
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mobile embedded code for scheduling [7 Replies]

1
reported by Danielle • last reply by jake behrens • 1 month ago
jake behrens responded at 27-Dec-2018 05:35 AM.
7 Reply of 7
thank you for the update.

when trying out. I am finding that the system does not jump to the first available date of availability and i've had people not able to figure out how to move to different dates and just assume there is no availability and message me instead. wondering about how this may be remedied on mobile. I do not have this problem with my existing system snapappointments.

thank you

jake
- 7 Reply of 7
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REQUEST: 2 way integration with Google calendar! [12 Replies]

6
started by Laura DItri • last reply by jake behrens • 2 months ago
jake behrens responded at 06-Dec-2018 10:01 AM.
12 Reply of 12
still curious why this was not done when allowing for 1 way sync despite copious amount of real user feedback about workflows that include 2 way sync. especially since this putting items from my personal calendar into charm to block times out would be far less complicated with security/hipaa. was a major disappointment before and requested out of existing workflows and reasons and not for pie in the sky wants for a system. would hope that all of those requesting this feature may allow for this request to bump up the list of things to take on since the feedback was glaringly ignored previously.
- 12 Reply of 12
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Superbill with Dx codes [2 Replies]
started by erika.lyn.lac • last reply by Tamara • 4 months ago
Tamara responded at 11-Oct-2018 01:20 PM.
2 Reply of 2
Hi Erica,

Was this question every answered. I am having the same issues. The dx codes are not printing on the superbills.
- 2 Reply of 2
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!. Digitizing Forms & Lab Integrations
started by E.T. • 4 months ago
No one has responded yet.
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
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Can I cut and paste from a template in the library?

1
started by Amy Brose • 5 months ago
No one has responded yet.
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!
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How do I auto-populate medical history, medications, etc into chart note? [1 Reply]

1
asked by Jamie S • last reply by Samba • 5 months ago
Samba responded at 07-Sep-2018 01:18 AM.
1 Reply of 1
Hi Jamie,

The questionnaire comprises of components and widgets. Components are used for collecting the patient information. Whereas the widgets are used to collect and populate patient record with the collected information. Click here for steps on creating the questionnaire.
At present we have the following widgets that can be used in questionnaires.
Personal Details
Primary contact details
Primary Insurance details
Allergies
Medications
Supplements
We have plans to include widgets support for other sections as well. First three widgets can be used to collect the patient demographics and insurance information which will auto populate the patient record(dashboard information).

Next three widgets are used to collect patient's current Supplements, Allergies, and Medication details. This data needs to be reconciled once you receive the information through the questionnaire. You can reconcile questionnaire data into the patient record by clicking 'Reconcile' button available under patient's 'Dashboard > Patient Details > Questionnaires' section. Refer the attached sample screenshot 'Reconcile.png . This will add the data in respective sections of the patient dashboard which can be pulled to the chart note using the 'Past' data option.

Hope this helps. Feel free to contact us at support@charmhealth.com for further questions/clarification.

Regards,
Samba
Attachments

Reconcile.jpg
Size : 92.8 KB Downloads : 144 Download
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Web Embed Calendar for a Single Visit Type? [1 Reply]

2
asked by Yo S • last reply by Samba • 6 months ago
Samba responded at 04-Aug-2018 03:20 AM.
1 Reply of 1
Hi Yo,

Under 'Settings > Calendar > Online Appointments' ensure that you have chosen only the visit type you want to be visible as part of the online scheduling. This will address your concern. In case you still see any problem, please get back to us at support@charmhealth.com with the provider name and the visit type you wish to be displayed, for our analysis.

Regards,
Samba
ChARM Support
- 1 Reply of 1
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Remove provider section from web embed calendar when there is only one provider [1 Reply]
started by Yo S • last reply by Samba • 6 months ago
Samba responded at 04-Aug-2018 02:54 AM.
1 Reply of 1
Hi Yo,

Thank you for the suggestion. We will certainly consider the feasibility as part of our web embed calendar enhancements in the future.

Regards,
Samba
- 1 Reply of 1
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Questionnaires [1 Reply]

1
asked by lillian leong • last reply by Samba • 6 months ago
Samba responded at 04-Aug-2018 02:43 AM.
1 Reply of 1
Hi Lillian,

If respective widgets are added to the questionnaires, once they are filled and submitted by the patient, you should get the option to reconcile that data in the chart. Since you say that the option is not available, could you please email us the patient record ID, and the questionnaire name, for our analysis at support@charmhealth.com .

Regards,
Samba
- 1 Reply of 1
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Questionnaires [1 Reply]
started by lillian leong • last reply by Samba • 6 months ago
Samba responded at 04-Aug-2018 02:33 AM.
1 Reply of 1
Hi Dr. Lillian Leong,

Completed questionnaires will be visible under patient Dashboard 'Questionnaires' section. If you are in the chart note, then you can view them from the 'Patient Input' / 'Questionnaires' section available in the chat note.

Regards,
Samba
- 1 Reply of 1
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Notifications [1 Reply]

1
reported by lillian leong • last reply by Samba • 6 months ago
Samba responded at 04-Aug-2018 02:15 AM.
1 Reply of 1
Hi Lillian Leong,

Email notifications will be received if there is an message sent by the patient from PHR. But for the submitted Questionnaires only a message will be received in EHR. No email notifications will be sent. We will add this requirement to our features list.

Regards,
Samba
- 1 Reply of 1
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Waspmote GPRS/GSM

1
asked by NoelBlakley • 7 months ago
No one has responded yet.
Hello,

I am trying to send SMS through Waspmote GPRS/GSM. But --
1. What is the "Setting PIN code"? When I use the Sim card in my mobile, there is no such code for calling through my handset. can I omit this portion from the code?
2. If I use the example for sending sms, most of the time it is showing "GPRS_Pro module cannot connect to the network..."
Till now, I could able to send only one SMS through Waspmote GPRS/GSM after a few trials. Is it module problem or exiting network problem. I don't face any problem while I use the same sim card for calling/sms through handset.

Any help will be apprecited.

I didn't find the right solution from the Internet.

References:
https://bit.ly/2Jrvs4Y
Motion Infographics Animation Company

Thank you.
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Connection issues (Wi-Fi, GSM)

1
asked by NoelBlakley • 7 months ago
No one has responded yet.
Hello,

I have a very strange problem. When I turn on the WWII application after a while my internet is disconnects - no difference Wi-Fi, GSM. At first I thought it was a problem with android or sim card so I restored the phone factory default, but problem is not disappear. If it was a problem to GSM internet only that could be a sim card problem - but Wi-Fi connection have same problem. It could be a problem with the modem so I was thinking about sending my phone to the service, but I noticed that when I'm not using the WW II application problem does not occur.

Any help will be apprecited.

I didn't find the right solution from the Internet.

References:
https://bit.ly/2NkcDD5
Web video quote

Thank you.
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Mobile Photo Sizing
started by NoelBlakley • 7 months ago
No one has responded yet.
Hello,

I have a gallery running on the home page of a website I am currently developing. I have embedded the gallery in an iframe. The issue I have is that when viewing on my Windows Mobile and the phone is in vertical position the images extend off the screen. Please can you advise best practice etc for what I am trying to achieve.

Any help will be apprecited.

I didn't find the right solution from the Internet.

References:
https://juicebox.net/forum/viewtopic.php?id=1735
Animated Explainer Video Production Studio

Thank you.
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Embedded gallery on mobile device is not resizing

1
asked by NoelBlakley • 7 months ago
No one has responded yet.
Hello,

I have embedded a Gallery on an existing page (both directly into a Div and testing with the baseUrl example) and this works great for large screens and iPad, but renders too large on iPhone and Galaxy. The page is also not 'pinchable' on mobile. Can you point me to an example of an embedded gallery that is working so I can compare?

Any help will be apprecited.

I didn't find the right solution from the Internet.

References:
https://juicebox.net/forum/viewtopic.php?id=2221
Whiteboard video production studio

Thank you.
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Screen Pop or Phone Call Triggering Patient's Chart in ChARM - Tips & Tricks

1
proposed by drwitte • 8 months ago
No one has responded yet.
Hello ChARM Community,

I am using a program (CallScape) from my VoIP phone provider that will open a webpage when I receive a phone call. The program modifies the web link to include the %callers_number%, which dynamically inserts the phone number of the person calling into the web link.

So why is this important or helpful?
Your web browser then opens up a search page in ChARM with patient's phone number allowing very quickly and easily access your patient's information in ChARM.

How can I use this in my practice?
1.) You will need a program from your VoIP vender that can call web pages and insert their phone number.
2.) You will need to create your link - do a phone search from within ChARM; after the search, select & copy the link from the web address bar
3.) Modify the link for your clinic - see blow:

I have included the link below - the key components to add after ACTION=FETCH_PATIENTS are:
&KEY_NAME=PHONE
&KEY_VALUE=%callers_number% (my program uses %callers_number% to insert the caller's phone number, but this will likely change depending on the program you use for the screen pop)
&SEARCH=TRUE
&FACILITY_ID= (this will be a very long set of numbers and letters at the end of the link you copied)

Here is the link:
https://ehr2.charmtracker.com/ehr/physician/myPatients.do?ACTION=FETCH_PATIENTS&KEY_NAME=PHONE&KEY_VALUE=%callers_number%&SEARCH=TRUE&FACILITY_ID=

Hope this helps!

In Great Health,
~Dr. Witte
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Unable to Load Diagrams with Annotations [1 Reply]

1
reported by trinityingramjonesfirm.com • last reply by Palani • 8 months ago
Palani responded at 06-Jun-2018 10:14 PM.
1 Reply of 1
Hi,

Sorry for the inconvenience.

Still this problem persists in your setup.

Is yes, please send the issue details with screenshots to support@charmhealth.com.

Regards,
Palani
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Invoicing without encounter - preventing duplicate invoices
started by Danielle • 9 months ago
No one has responded yet.
Doc forgets to open encounter for patient. Receptionist checks out patient "invoice without encounter" option. Doc goes back to open encounter & completes chart notes. Signs. Patient INV does not have encounter date attached and payment for visit is not applied to encounter date with chart notes.

1. Allow for Encounter date to be edited instead of "---" for tracking purposes and preventing duplicate invoices.

Currently, receptionist has to delete original paid invoice, go back to completed encounter and create new invoice with payment information. This is too many steps and we have found duplicate invoices. Some with encounter dates and some without.

Am I missing something here? Is there a setting needing to be changed?

Thanks,
Danielle
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recurring appointment adjustment

2
proposed by Rachel Roberts • 9 months ago
No one has responded yet.
Our office schedules patients to come in every 2, 3 or 4 weeks on the same day and at the same time. For example every 3 weeks on Tuesday at 11:00 am. At this point the only way to set a recurring appointment is to do it daily or monthly. It would be great to add a feature that allows us to schedule someone every 2, 3, 4 weeks, ect. At this point it has to be done manually. Thank you!
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