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Dear Steven,
I assume you want to apply payment to each line item of patient's invoice. If yes, then first you need to enable item-level payments by following the below steps.
- Navigate to "Settings > Billing > Billing Settings > Invoice Settings - General" section
- Choose "Yes" for "Enable item level payments for invoice" option and click "Save" button
Once the configuration is saved, while adding payment to the invoice, you will be able to apply payment to each line item of it.
If you are referring to something different, then please let us know.
Regards,
Jyothi
ChARM Support
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Hello.
I run in to a frequent issue where I will send an e prescription, move on through my day, and then find out later on that it was rejected or timed out.
It would be very helpful if we had the option to receive a notification when the prescription fails to transmit, or is bounced back.
Thanks so much!
Ben
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Sadly, it is simply a poorly created "web embed" implementation and will require going back and forth between wix and charm but eventually it does work (but even then will still be poorly mobile responsive). Most platforms create a defined scheduling landing page that you would simply link a button on your website to and would then be far easier and responsive but not the case for Charm despite much feedback.
from your screen shot, I am not seeing that you added the url that the error message provided to your "hosting websites" area.
to do this, edit your existing web embed in charm by clicking the "..." next to it.
then enter the link that the error message provided beneath your existing clinic url and save.
then take this regenerated code and copy that into your wix html box and refresh. it may likely give you another error message with a new url to add. repeat this step as many times as needed and it will generally work in time.
a pain for sure and far more complicated than simply linking a charm generated scheduling landing page such as:
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Dear Erica,
Under "Settings > PHR Settings > Preferences > Messages / Documents" section, you will be able to set the "Number of messages allowed between visits" from patient and "Number of characters allowed in a patient message". Please check.
Regards,
Jyothi
ChARM Support
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Hi Erica,
Transmit button will be displayed only if you have either Electronic fax or Direct Message services enabled for your ChARM account. If required you can opt for these services from the Add-Ons section.
Regards,
Samba
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Can we get an appointment type variable to use in appointment reminder messages? And custom variables?
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Can patients make partial payments via their PHR account? Thanks
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HI Erica,
Thank you for writing to us. We have added this requirement to our road map.
Regards,
Samba
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Hi Gerad,
Thank you for sharing your email templates to others. They look really good.
Regards,
Samba
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Has anyone had any luck making/using custom HTML templates or hiring it out?
I'm going to try and tackle this soon by changing Charm's templates to match our website and MailChimp email marketing themes.
The default notifications are too wide for mobile mail and the right side gets cut off on my iPhone.
I'll update everyone if I get this to work. Please chime in if you have already done this.
Dear ${Patient.Name},
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| Your video consultation with ${Appointment.Provider} has been confirmed on ${Appointment.Day} ${Appointment.Date} at ${Appointment.Time} for ${Appointment.Duration} Minutes.
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|
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| ${Appointment.Message To Patient}
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Please join the video session 30 minutes prior to our appointment time, using the link below. If clicking on the link doesn't work, copy and paste it into your browser.
|
|
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| | 
| ${Facility.Direction}
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| This is an automated email. PLEASE DO NOT REPLY. website.com |
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Hi Wedlund,
We will certainly address this concern soon.
Regards,
Samba
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Hi Scott,
Thank you for writing to us.
Documents can be renamed from the patient Dashboard. Click the document and in the preview mode, click the document
name. This will allow you to rename it. Refer the attached
screenshot. Update the name and click Enter/Return key.
Option to re-date the document is not available. We have added this requirement to our features list.
Regards,
Samba
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Dear
Maggie,
Thank you for writing to us.
You can send questionnaires to patient PHR account from "Messages" section as well. Here, click down arrow associated with the "Compose" button and choose "Questionnaire" option. Refer the attached screenshot for more details.
Regards,
Jyothi
ChARM Support
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Dear Dr. Darius,
Thank you for writing to us.
Configuring custom email templates is not possible. Instead you can just edit the existing email templates.
Note: Notification email templates are common for entire practice
In ChARM, there are preconfigured 'Email Templates' available for different actions say Appointment Confirmation, Questionnaire Sharing, PHR invitation and so on. These templates are associated with the respective configurations at the back end and are used to send email notifications to patients.
Regards,
Jyothi
ChARM Support
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Dear Darius,
The default superbill is great, but in most cases it doesn;t have the patient's phone number - this should be corrected because phone numbers are mandatory.
You can use "
${Patient.Home Phone}" and "
${Patient.Work Phone}" placeholders to pull their contact number information from their record to the superbill template.
also: do you have a more comprehensive list of placeholder strings that I could use? Especially in regard to account or encounter. thank you!
While creating the template, you can get necessary placeholder information by selecting required options in "Group" and "Field".
Regards,
Jyothi
ChARM Support
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Dear Darius,
You can use the place-holder "${Invoice.Sub Total and Due Details}" in the 'Superbill' template to get the details of payment collected. Details such as 'Payment Date', Payment From (i.e Patient or Insurance) and 'Payment Method' will be shown as part of this place-holder. Also, this place-holder is already available in 'Superbill' HTML template.
Following are the steps:
- Navigate to 'Settings > Templates > Practice Templates' section and select 'Template Type' as 'Superbill'
- Click 3 dots icon of the template 'Superbill' and select 'Duplicate' option
- Now, a duplicate template with the name 'Superbill_copy' will be created
- Click 3 dots icon of the template 'Superbill_copy' and choose 'Edit' option
- Specify required name in 'Template Name' field which you can refer later
- Select required values in 'Group' & 'Field' select-boxes to get the place-holder. Refer the screenshot for more details.
- Paste the placeholders in the editor area and click 'Update' button
Regards,
Jyothi
ChARM Support
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Failed eRX - how to resend?
It happens occasionally that the transmission of e prescriptions to pharmacies fail. So far I have been unable to prescribe those items again. What is the workaround?
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Hi Dr. Sage,
We have sent you a detailed email on the problem you are having in embedding ChARM scheduler.
Hope that helps.
Regards,
Samba
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Hello,
Generally practices give Invoice/Superbill PDFs to patients which contains all the details including Products purchased and the payment made.
Receipts summary contains only the payment details.
Hope this helps.
Regards,
Samba
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Hi Jessie,
You can get the list of your patients alone by navigating to "Analytics > Patients by Provider" Section. Here, Select "
Provider Type" followed by your name and click "Generate" button. This report can also be exported as CSV.
Regards,
Jyothi
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Hi Jonathon,
For now, choosing the provider is mandatory while booking an appointment. We do have plans to implement support for the feature where in patients will be able to book appoint without having to select the provider. However, it would take sometime for implementing this feature.
Regards,
Samba
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Hi Yo S,
From our logs we see that there are some additional scripts included in your web page to resize the default web embed scheduler iFrame provided by us. This is the reason for the web embed scheduler to not display properly.
Please contact your web page developer in order to correct this. Once the scripts are handled, web embed scheduler will be displayed properly.
In case of further problem, please email us the direct URL of the scheduler page for our further analysis.
Regards,
Samba
ChARM Support
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A new problem is happening. Patients are letting me know that they've uploaded Documents or Labs to those tabs in their portal, but those documents are not visible on my end. I have never had a problem with this in the past, but in the past few weeks it is happening with pretty much every patient. Did something get changed on the back end such that patients have to manually "Share" the documents that they upload?
Greg
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Thanks for your reply. Polly
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