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How do i stop Visit Summary from being automatically shared
started by Yo S • 1 month 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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encounter note layout

1
proposed by Personal • 2 months ago
No one has responded yet.
There's a lot of options in terms of encounter notes, "comprehensive" "Brief" etc.
But depending on the roles of the members, not everyone needs to have access to the "labs" "vaccines" "supplements" "RX" or "Injections" as they're writing in an encounter note. I know they don't populate in the documentation if there's nothing written on them as someone is using an encounter chart, but is there a way to remove those "labs" "Vaccines" etc tabs to begin with in certain encounter notes' templates?
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Undeleting an encounter [1 Reply]
started by Greg Nigh • last reply by Samba • 3 months ago
Samba responded at 01-Jun-2019 12:19 AM.
1 Reply of 1
Hi Greg,

In the patient audit trails, you will have the option to download the saved chart data. This will give a text file with the chart note content. You can create a new chart for the required date and manually paste this file content to it.

But data from few sections such as Prescription and Supplements will not be available.

Hope this helps.

Do email us if you need further assistance.

Regards,
Samba
- 1 Reply of 1
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adding new staff [2 Replies]

1
asked by starwoodward • last reply by starwoodward • 4 months ago
starwoodward responded at 17-May-2019 09:26 AM.
2 Reply of 2
“Error while adding practice member.”
Hope that gives a clue!
Star
- 2 Reply of 2
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Credit Card not storing
started by Yo S • 4 months ago
No one has responded yet.
Anyone else experience this issue? I try to store a new credit card, add all info, hit store, it says 'success' but when I click on credit cards it says no credit card stored.
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Mobile timezone set for different time than facility [1 Reply]
started by Lauren • last reply by Samba • 5 months ago
Samba responded at 28-Mar-2019 05:34 AM.
1 Reply of 1
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
- 1 Reply of 1
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Web embed calendar view [1 Reply]
started by Scarlett Mulligan • last reply by Samba • 6 months ago
Samba responded at 26-Mar-2019 08:23 AM.
1 Reply of 1
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
- 1 Reply of 1
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Web embed different provider groups

1
started by Lauren • 6 months ago
No one has responded yet.
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?
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Collecting image of insurance card via Telehealth appt
started by Lauren • 6 months ago
No one has responded yet.
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?
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calendar web embed on multiple websites? [1 Reply]
started by Lauren • last reply by Samba • 7 months 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 • 7 months 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
- 1 Reply of 1
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Embed Calendar on website and in phone app? [4 Replies]

1
started by Tami Cornwell Sandmeyer • last reply by Samba • 7 months 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 : 276 Download
- 4 Reply of 4
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Practice Branded Patient App [2 Replies]

1
started by fozzy40 • last reply by Samba • 7 months 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 • 7 months 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 • 8 months 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 • 8 months 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]

9
started by Laura DItri • last reply by jake behrens • 9 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 • 11 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. • 11 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
- View full thread
Can I cut and paste from a template in the library?

1
started by Amy Brose • 1 year 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 • 1 year 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 : 324 Download
- 1 Reply of 1
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Web Embed Calendar for a Single Visit Type? [1 Reply]

2
asked by Yo S • last reply by Samba • 1 year 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 • 1 year 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 • 1 year 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 • 1 year 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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