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Reminders via text appointment type
started by Scott in ChARM EHR • 2 months ago
No one has responded yet.
Can we get an appointment type variable to use in appointment reminder messages? And custom variables?
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Partial Payments

1
asked by Scarlett Mulligan in ChARM EHR • 3 months ago
No one has responded yet.
Can patients make partial payments via their PHR account? Thanks
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Supplement List [1 Reply]
started by Erica Cunningham in ChARM EHR • last reply by Samba • 3 months ago
Samba responded at 30-Sep-2020 09:33 AM.
1 Reply of 1
HI Erica,

Thank you for writing to us. We have added this requirement to our road map.

Regards,
Samba
- 1 Reply of 1
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Custom Email Templates Work [1 Reply]

1
proposed by Gerad in ChARM EHR • last reply by Samba • 3 months ago
Samba responded at 30-Sep-2020 09:26 AM.
1 Reply of 1
Hi Gerad,

Thank you for sharing your email templates to others. They look really good.

Regards,
Samba
- 1 Reply of 1
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Email Templates

proposed by Gerad in ChARM EHR • 5 months ago

No one has responded yet.

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.

${Facility.Logo}

Appointment Confirmed

Dear ${Patient.Name},

Your video consultation with ${Appointment.Provider} has been confirmed on ${Appointment.Day} ${Appointment.Date} at ${Appointment.Time} for ${Appointment.Duration} Minutes.

${Appointment.Message To Patient}

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.

${TeleHealth.Invitation}

${Facility.Direction}

CALL ${Facility.Phone}

This is an automated email. PLEASE DO NOT REPLY. website.com

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Add a loading animation when uploading documents [4 Replies]

2
proposed by Wedlund in ChARM EHR • last reply by Samba • 5 months ago
Samba responded at 31-Jul-2020 08:09 AM.
4 Reply of 4
Hi Wedlund,

We will certainly address this concern soon.

Regards,
Samba
- 4 Reply of 4
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Document Renaming and re-dating. [1 Reply]

1
started by Scott in ChARM EHR • last reply by Samba • 5 months ago
Samba responded at 31-Jul-2020 04:31 AM.
1 Reply of 1
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
Attachments

RenameDocument.png
Size : 95.39 KB Downloads : 139 Download
- 1 Reply of 1
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Trigger questionnaire prior to appointment booking? [1 Reply]

1
asked by Dr. Maggie in ChARM EHR • last reply by Jyothi Sistla • 7 months ago
Jyothi Sistla responded at 22-Jun-2020 01:58 AM.
1 Reply of 1
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
Attachments

Questionnaires_Sharing_Messages.png
Size : 74.03 KB Downloads : 202 Download
- 1 Reply of 1
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different confirmation email templates for different facilities/providers [1 Reply]

2
started by Dr. Darius in ChARM EHR • last reply by Jyothi Sistla • 7 months ago
Jyothi Sistla responded at 22-Jun-2020 12:12 AM.
1 Reply of 1
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
- 1 Reply of 1
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add information to superbill template [3 Replies]
started by Darius in ChARM EHR • last reply by Jyothi Sistla • 8 months ago
Jyothi Sistla responded at 26-May-2020 01:23 PM.
3 Reply of 3
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
- 3 Reply of 3
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How can I add "payments made" and "current balance" to the superbill? [1 Reply]
started by Darius in ChARM EHR • last reply by Jyothi Sistla • 8 months ago
Jyothi Sistla responded at 26-May-2020 01:16 PM.
1 Reply of 1
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
- 1 Reply of 1
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e prescribe out of meds list
started by Darius in ChARM EHR • 8 months ago
No one has responded yet.
How to?
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Failed eRX - how to resend?
started by Darius in ChARM EHR • 8 months ago
No one has responded yet.
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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Web Embed Not Working In Squarespace [1 Reply]
started by Sage in ChARM EHR • last reply by Samba • 8 months ago
Samba responded at 02-May-2020 06:45 AM.
1 Reply of 1
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
- 1 Reply of 1
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My receipts is not showing products [1 Reply]
started by Holistic Breast Specialist in ChARM EHR • last reply by Samba • 8 months ago
Samba responded at 29-Apr-2020 08:51 AM.
1 Reply of 1
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.

Feel free to email us at support@charmhealth.com for any further questions/clarification.

Regards,
Samba
- 1 Reply of 1
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How do I pull up a list of all my patients (but not other providers)? [1 Reply]

2
asked by Jessie in ChARM EHR • last reply by Jyothi Sistla • 10 months ago
Jyothi Sistla responded at 20-Mar-2020 02:09 AM.
1 Reply of 1
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
- 1 Reply of 1
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Can a Patient Make an Appointment Selection by Visit Type Only without having to Choose a Provider? [1 Reply]
started by Jonathon Savage in ChARM EHR • last reply by Samba • 1 year ago
Samba responded at 30-Dec-2019 03:02 AM.
1 Reply of 1
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
- 1 Reply of 1
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Web Embed Calendar Responsive but Still Poor User Experience [1 Reply]

1
started by Yo S in ChARM EHR • last reply by Samba • 1 year ago
Samba responded at 21-Nov-2019 04:22 AM.
1 Reply of 1
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
- 1 Reply of 1
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Documents not showing up
started by Greg Nigh in ChARM EHR • 1 year ago
No one has responded yet.
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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Bluefin= nightmare [2 Replies]

1
started by Polly Watson in ChARM EHR • last reply by Polly Watson • 1 year ago
Polly Watson responded at 20-Oct-2019 02:06 PM.
2 Reply of 2
Thanks for your reply. Polly
- 2 Reply of 2
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Can customers add credit cards via Patient Portal [2 Replies]
started by Yo S in ChARM EHR • last reply by Samba • 1 year ago
Samba responded at 16-Oct-2019 10:14 AM.
2 Reply of 2
Hi Yo S,

We have plans to provide an option so that when ever patient makes a payment to an invoice sent to PHR, the card used for the transaction can be stored on file based on the practice configuration. We also have plans to do similar implementation for eCommerce as well. It will be done by end of Q4.

Regards,
Samba
- 2 Reply of 2
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Do not allow patients to schedule appointments within 48 hours [5 Replies]

1
started by Yo S in ChARM EHR • last reply by Yo S • 1 year ago
Yo S responded at 11-Sep-2019 11:41 AM.
5 Reply of 5
Can you update us on whether or not this was implemented yet?
- 5 Reply of 5
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How do i stop Visit Summary from being automatically shared
started by Yo S in ChARM EHR • 1 year ago
No one has responded yet.
I do not want patients to get a notification when I sign an encounter. How do I stop them from receiving a visit summary email?
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Generating and printing HCFA 1500 claim hardcopy
started by Cja3md in ChARM EHR • 1 year ago
No one has responded yet.
I’m very new to chARM. Can someone step me through the process of generating a hard copy of a HCFA 1500 form?
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Remove provider from "Appointment Request"

1
reported by Dr Adam in ChARM EHR • 1 year ago
No one has responded yet.
We have doctors in the practice that we do not want to show up in a patients PHR under appointment request.

I have been through every aspect of both the administrators and provider settings and cannot find how to do this. The only way that is successful is to change the provider from Physician or Physicians Assistant over to OfficeManager or Nurse.

Please let me know how to do this - it's amazingly confusing to patients.
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