-
Hi Scarlett Mulligan,
When the widget data from questionnaires is reconciled, it will be added to respective section of the patient record. Pulling the reconciled data to the chart note is same whether it is Comprehensive or SOAP note. Just navigate to respective section, say Medications or Supplements, in the chart and choose 'Past' link(Past Rx or Past Suppl). In the pop-up displayed, choose 'From Patient Dashboard' option from the filter and use 'Repeat' or 'Repeat All' to get that data to the chart note.
If you are referring to pulling the data to Past Medical History section, then as of now this is not available from the SOAP note. We have added this requirement to our features list.
Regards,
Samba
-
Just a thought about a workaround until the feature is implemented... at the end of every day you could block out all available appointment times for the next 48 hours with dummy appointments.
-
Hi Lauren,
I am sorry to know that you are having problem in using the scheduler app. Please send us a screenshot of the message displayed and the mobile OS version you are using for our analysis at
support@charmhealth.com
Regards,
Samba
-
Hi Scarlett,
Calendar is displayed based on the available slots. From our access logs we see that only these two slots were available in the week. All the other slots for the week were already blocked. Please cross-check with the EHR calendar and in case you see any discrepancy send us a screenshot of the same using our secure URL. In case you do not have the secure URL details, email us at support.
Hope this clarifies.
Regards,
Samba
-
Hi,
I have different groups of providers that I have special staff scheduling arrangements with. Can I create a web embed for each different group? Let’s say I have a website with 3 different pages-1 for each group of providers. Can each group have their own unique web embed for scheduling?
-
Hello,
I’m new to your TeleHealth Appointments. How do I collect an image capture of the insurance card to upload to the chart prior to the first appointment, especially if the first appointment for a new patient is via Telehealth?
The same question goes for signing a consent to treat?
-
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
-
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
-
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 :
Regards,
Samba
-
Hi Lauren,
We are currently working on enhancing the New UI. We will take up questionnaire automation during early Q2. We will certainly publish the release notes once the feature is rolled-out.
Regards,
Samba
-
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
-
Also, can people pay at the time of scheduling from the custom branded app?
-
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
-
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
-
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
-
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.
-
Hi Scarlett,
We have an option to send the collaborating physician's name, NPI
and DEA in an ePrescription if the collaborating physician is the
sender's Supervisor. The collaborating physician info will be sent as
the Supervisor for the provider who is sending the eRx. To
configure Supervisor,
- The Supervisor should login to their account
- Go to 'Settings -> My Profile'
- Select the required member in 'Choose Assistant'.
In this way a Supervisor can be configured and when the chosen
assistant sends an eRx, the supervisor info will be sent along with
that.
As of now we do not have an option to print the Supervisor info in
the paper prescription. We will include support for this as well as the Tennessee prescription format in another week's time.
Regards,
Samba
-
Hi Erica,
Was this question every answered. I am having the same issues. The dx codes are not printing on the superbills.
-
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
-
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!
-
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.
Regards,
Samba
-
Hi Jamie,
Since same email address is used for adding the patients, they would have received two separate PHR invitation emails on that email
address, one for each patient. Both of them should register using the
invitations intended for them(they will have the name mentioned inside
the email).
Once they register, both of the patients will be added as members in the same PHR account. When they login they will see both their names listed on the screen. They can choose the required patient name to view respective medical information shared by the practice.
By intake documents, we assume you are referring to the questionnaires configured in ChARM. If so, yes, you can share them the questionnaires and they will receive them in their respective member area in PHR from where they can fill and submit them.
Hope this helps. Feel free to contact us for any further clarification/questions.
Regards,
Samba
ChARM Team
-
My patients are getting an "invalid url" message when they click the link in the PHR invitation and also if they cut/paste into their browser. I tried it with a dummy patient myself and the same thing happened. How can I fix this?
Thanks
Ana
-
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
-
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
{"z640666093":[192245000000401021,192245000000437001,192245000000434001],"z54444276":[192245000000143001],"z683761084":[192245000000458009,192245000000454007,192245000000454001,192245000000447019,192245000000448013,192245000000447025,192245000000448005],"z673433444":[192245000000423001,192245000000418005],"z672487523":[192245000000415013],"z667078446":[192245000000398022],"z665361569":[192245000000379005],"z44391737":[192245000000116001],"z669455936":[192245000000447035,192245000000461007,192245000000413019,192245000000413025],"z675685444":[192245000000428003],"z687197482":[192245000000447035,192245000000461007,192245000000413019,192245000000413025],"z682883427":[192245000000444005],"z676738758":[192245000000430005,192245000000430013],"z668327870":[192245000000401021,192245000000437001,192245000000434001],"z675023448":[192245000000425005],"z170338":[192245000000460001,192245000000459009,192245000000459007,192245000000458003,192245000000459005,192245000000449010,192245000000449008,192245000000449005,192245000000448009,192245000000448007,192245000000445001,192245000000442001,192245000000431005,192245000000432001,192245000000421005,192245000000418049,192245000000415009,192245000000415007],"z678998075":[192245000000460001,192245000000459009,192245000000459007,192245000000458003,192245000000459005,192245000000449010,192245000000449008,192245000000449005,192245000000448009,192245000000448007,192245000000445001,192245000000442001,192245000000431005,192245000000432001,192245000000421005,192245000000418049,192245000000415009,192245000000415007]}
Loading User Profile...
