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 Uploading .... We have made enhancements to Prior authorizations and the visit counter tracking feature. The number of visits can be configured under the Patient > Patient Details > Insurance section. 1. Allow user to add Prior Authorization without Prior Auth # - It is used to track visits of patient health plans without any Prior Auth number. 2. Allow user to add Prior Authorization specific to a Provider - It is used to track visits based on a specific provider. 3. Automatically map past visits to Prior Authorization based on Date range, Procedure Code, Provider Associated. When a Prior Authorization gets added, the system automatically maps previous visits ( if any ) based on Prior Authorization’s Date Range, Procedure Code, and Provider. 4. Separate UI to view the list of Encounters based on Prior Authorization Date range, Procedure Code, Provider. Users can select/unselect visits to be considered in the Prior Authorization. Enhancements to Claims Add Notes to multiple Claims/Invoices This feature allows the practice to add the same notes to multiple Invoices/Claims at the same time. - Go to 'Billing > Invoices > Select Invoices'
- Click 'Actions -> Add Notes'
New filter to list claims with Attachments This option helps the practice to quickly view all the claims having Attachments. An Attachment icon is also shown when the list has an Attachment. - Go to 'Billing > Claims > Claim Search Options > Has Attachments'
Setting to choose default provider for Insurance Real-time Eligibility check This helps Practice check the Insurance eligibility using a default provider. Practice can either choose a particular facility or Physician as a default Provider. - Go to 'Settings > Billing - eClaims Settings > Real Time Eligibility Settings'
- Choose a default Provider by using 'Default Provider for Eligibility Check'
- You can also opt for Select Appointment Provider for Eligibility Check while invoking from 'Calendar'
Billing Packages Enhancements Option to select multiple Packages in Invoice This helps the practice to select multiple packages in the Invoice and services from multiple packages in the same Invoice. Prorate Charge to Package Items While adding the Package, practice can define the Prorate charge for each item in the Package. Prorate Charge is the net charge collected for a procedure or a product in the given Package. This Prorate charge helps practice in calculating the actual payment collected for the service in the package and to pay the provider based on the package item charge after rendering the service. To know the number of services rendered by any provider as a part of any Package, go to Billing > Reports > 'Package Services Usage Report' and refer to 'Quantity'. How to Calculate Provider Collection for the Items in the Package When a package is sold to a Patient, an invoice gets generated, and payments are collected for the Package. Practices want to pay the providers only after the service is rendered by the provider and based on the payment collected for the service in the Package. The service charge that is associated with the item in a package should be configured in the 'Prorate' charge for the line item in the Package. To get the total services rendered from the Package and the actual collection for the package line item, practice can refer to Billing > Reports > 'Package Usage Report'. Here 'Quantity' and 'Item Prorate Charge' will give the total services rendered and the actual charge of each line item in the Package. These details, in addition to the provider collection reports, will give the total provider collection in a selected period. In this case, the initial invoice created for the Package should not be associated with any Provider. Auto Apply Recurring Payments to Invoice Auto-apply Recurring Payments to Invoice allows the Practice members to apply recurring payments to invoice automatically. Practice members can configure this while adding/editing a Recurring Payment under Receipts > Recurring Payments. Practice members can configure default values under Billing Settings > Bluefin. Option to send Payment link from Appointment view to get Payments from Patients The send Payment Link feature allows practice members to collect payments from Patients online by sending a payment link. Practice can collect copay for an appointment online using this. This feature will be available when Bluefin gets configured. To send a payment link for an appointment, click on the 'Send Payment Link' icon available under Calendar > List View. The following dialog will be shown with the patient's Cell Number and Email auto-populated. Review and enter the required details and click on 'Send' to send a payment link to the patient. The patient can make payment by clicking on the link. Practice can configure default values, Text, Email content which is sent as part of sending payment link under Billing Settings > Bluefin. Automatic Invoice generation from the Encounter This feature enables automatic invoice generation once the encounter is complete. To enable this feature, go to '>Settings Billing > Billing Settings > Invoice Settings > Invoice Generation - General Settings' and choose 'Enable Invoice Automation' as 'Yes'. By enabling this feature, an Invoice will be generated automatically for the encounters with the procedure codes. If the Provider adds all the Procedure Codes in the Encounter, this option can be enabled which saves time in manual Invoice generation. Other option available for Invoice Automation - Practice can decide when Invoices can automatically be generated
- Once the Encounter is signed and/or,
- At the end of the day
- Whether to create only if procedures are there
- Only Procedures are available in the Encounter (When this option is chosen, the Invoice will not get created automatically, if the product got recommended in the Encounter, or when the Procedure Code is not available in the Encounter)
- Procedures and/or Products are available in the Encounter
Practice can also decide if the Invoice needs to be automated, for all Providers or only a specific list of Providers This feature along with claim automation, can be enabled from Settings > Billing-Claims > Claim Settings helps in automating Invoice and Claim generation. Visit Type-specific CPT Configuration and option to Send Invoice automatically This feature allows practice members to configure a specific Procedure Code for each visit type. Upon configuring, the Procedure Code will automatically be added to the Encounters of this Visit Type with the selected charge. This option can be configured under the Visit Type section in Settings > Calendar > Visit Types > +Visit Type Practice can also choose to create an Invoice automatically for the encounter and send this to the Patient automatically by email using the 'Send Invoice automatically for the Encounter' option. When this option is chosen, an Invoice will be sent to the Patient once the encounter is signed or when Invoice is approved in case of unsigned Encounters. This feature is useful for the Practices using Telehealth. Option to add default Procedure Codes to Encounters Practice can configure the default procedure codes to add to all encounters. To configure this go to Settings > Encounter > Preferences > Add Default Procedure Code Practice can add up to a maximum of three procedure codes here. When procedure codes get configured in this section, and for Visit Type, the procedure code configured in Visit type will take precedence. As you are aware, Charm Connect is a HIPAA compliant Secure Messaging Platform for instant communication with the practice members and the patients. Unlike the other standalone Instant Messaging platforms, Charm Connect is integrated within the Charm EHR workflow that allows you to seamlessly retrieve patient records and start a contextual chat with the practice members and the patients, without moving out of Charm EHR. If you are new to Charm Connect, please refer to the user guide below to know more about Charm Connect and how to signup for it. Now, we are excited to announce two new features below in Charm Connect that further improve patient engagement. 1. Charm Connect Mobile Apps for Patients Until now, the Charm Connect iOS and Andriod apps can be used only by the practice members and the patients need to use their Patient Portal account from browser to message with the practice. Now, the Charm Connect Mobile app is made available for patients as well. Patients can install the app from the App Store or Play Store (URLs below). When you send a message to patients, they will get an instant notification on their mobile phones. Patients can view the message and respond to it from the app securely. Patients get these app links as part of the automated Patient Channel notification email sent to them when you create an external channel for the patient. If required, you can customize the email content from the Settings > Templates > Email Templates section. 2. Voice Messages to Practice Members and Patients Besides the text messages, now you can also send Voice Messages to the practice members and the patients. This will be handy to share some instructions quickly without typing them. To send a voice message, click on the 'Mic' icon provided on the chat window. Record the message and then click on the 'Send' button. The voice message sent will be listed along with the other chat messages. Click on the 'Play' button to hear the message and you can also download it as an audio file. Voice messages can also be sent and received from the Charm Connect Mobile Apps as well. Password Protected TeleHealth Sessions As you all are aware, the Waiting Room is enabled by default for all the Telehealth sessions in Charm. Only the members admitted by you can join the video session. As an additional security measure, now you can make the Telehealth sessions password protected. Practice Administrator of your account can turn on this option from the Settings > ChARM TeleHealth > Preferences section. Select the 'Make the Telehealth sessions password protected' option and then click on the 'Save' button. Once enabled, the password is mandated for all the Telehealth appointments that are scheduled after that. You can turn off this option at any time from this section. Patients get the meeting password along with the Join URL by Email and SMS. Patients need to enter the meeting password to join the video session. A meeting password is required only for the patients, not for the providers. Practice members can also view the meeting password from the Calendar > List View section. Health Screening Schedules We are excited to inform you that now you can record and track the Health Screenings to be done for your patients in Charm. To start using this feature, go to the Settings > Encounter > Health Screening section and configure all the Health Screenings required for your patients. Follow the steps below to add a Health Screening. - Click on the '+ Health Screening' button.
- Enter the Screening Category and the Name.
- Choose whether the screening is for Male, Female, or Both.
- Under the 'Screening Schedule', specify the age at which the screening needs to be done and the frequency.
- Then click on the 'Add' button.
Similarly, add all the required Health Screenings one by one. Once configured, you can record and track the screening for patients from the Patient Dashboard > Health Screening section. This section lists all the screenings to be done for the patient based on age and sex. You can also check the status of the screening (Pending, Upcoming, Completed, etc.) from here. If any screenings are pending for the patient, a notification (red dot icon) is shown on the 'Health Screening' tab. You can update the status of the screening by clicking on the menu icon (3 dots icon). When a screening gets completed for the patient, you can change its status to 'Completed' by specifying the date of screening. Besides the Patient Dashboard > Health Screening section, the pending health screening notification is shown to providers during the encounter. This notification helps the providers to remind and recommend the screening to patients. Prior authorizations and Visit Counter Tracking Prior authorizations and Visit Counter Tracking help in managing the number of allowed visits for the patient as per the insurance company's approval. Tracking prior authorized visits will help practices in getting timely approval for additional visits and avoiding claim denials for the lack of prior authorization. Prior authorization obtained from the Payers can be added in the Patient insurance section. The Prior authorization details contain Prior authorization numbers, Type, Validity dates, and 'Number of allowed Visits'. When the Prior authorization is for a specific procedure, the 'CPT code' can also be added in the same section. Practice can also add 'Warning Count' for better tracking of the prior authorizations. We have a separate report to show patients with available Prior auth count in the Billing > Reports > Patient Reports section. Adding Prior authorization details in Insurance section The number of visits based on prior authorizations gets tracked, and the allowed visit count gets reduced automatically when the Patient visits the provider. When 'Visit based Prior Authorization' details get configured in the patient insurance section, a separate icon is shown in the Patient Dashboard and Appointment section with Validity Dates, Available Visits, and Completed Visits. Refer to the screenshot below for the Prior authorization details shown on the Patient Dashboard. Prior authorization details in Create New Appointment view When the available number of visits reaches the 'Warning Count', it will be shown with a special icon in the Patient Dashboard and Appointment view. Practice can go for approval for additional visits when 'Available Visits' reach the 'Warning Count' based on the Patient's condition. The icon color will change based on the 'Available Prior Authorization Count'. More details are here. More Details on Allowed Visit Configuration Allowed Visits are to be specified, as on the current date excluding the previous visits. You have to configure the value of the available visits (as of the current date) to be an Allowed Visit. Prior auth tracking starts from the day of adding the 'Allowed Visits' and gets reduced automatically when an encounter gets created for the patient. To manage all the Prior Authorizations, you can use the report under Billing > Reports > Patient Reports > Patients with Prior Authorization, which lists all the Prior authorizations added to all the patients under the Insurance section. This report lists all the prior authorization details configured for the patients along with validity dates and allowed visits, available visits, Insurance ID, etc. Practice can filter prior authorizations based on Payer, filter the ones with 'Available Visits' reached the 'Warning Count', and get Prior authorizations based on dates. By clicking on 'Insurance ID', Patient Insurance details can be viewed, and the Prior auth details can be updated if required. Say, when the warning count gets configured for the Prior auth, and the Practice Members wanted to see all Prior authorizations which reached warning count to go for additional visit approvals, users can take it as given below. When practice wants to group prior auth based on Available Visit. A detailed report can be seen by clicking the respective total values. In our recent update, we have made the enhancements below to the encounter workflow. Change Provider Until now, if an encounter gets created with the wrong Provider, you have to delete that encounter and create a new Encounter with the correct Provider. We have simplified the workflow now, with an option to change the Provider from the Chart Note. Click on the 'Down' arrow next to the Provider Name to change the Provider. Change Encounter Date/Time This feature will be helpful when an encounter has already been created, but the patient wants to reschedule the Appointment to a later date. In this case, instead of canceling the existing Appointment, the date alone can be changed to a future date. This reduces the effort in creating a new Appointment and copying the data from one encounter to another. Click on the 'Edit' icon next to the Date field to change the encounter date/time. Change Visit Type If an encounter is created with a wrong visit type or with no visit type, it can be edited/added with just a click. Click on the 'Down' arrow next to the 'Visit Type' field to add or edit the visit type of the Chart Note. Change Facility This feature helps you to change the encounter's facility if the chart note is created under the wrong facility by mistake. Click on the 'Down' arrow next to the 'Facility' field to change the facility for the encounter. 2. Include Provider's NPI in Chart Note We have provided an option to include the NPI of the provider in the Chart Note. To include the NPI, enable the 'Include Signed By NPI' option from the Settings > Encounter > Print Settings section. Once this option is enabled, the NPI of the signed provider gets included at the bottom of the Chart Note. 3. Include Co-Signer's Signature in Chart Note Printout Besides the existing option to include the signature of the signed provider, we have given an option to include the co-signer's signature in the Chart Note printout. To include the co-signer's signature, enable the"Include signature in Chart Note" option from the Settings > Encounter > Signature section of the Co-Signing provider. 4. Select All option in Injection Templates In the Injection Template, we have provided a 'Select All' option next to the template name to help in selecting all the injections at once from a template. Patient Statement Enhancements Patient Statements - Filters for better patient billing We have made a few enhancements in the Billing > Patient Statements section for easy handling of Patient Statements and Patient Billing. Multiple options are provided to filter statements based on patient billing needs. The search options provided are: - Statement by Sent Date
- Statement by Last Sent Mode
- Patient Communication
- Show Patients by Name
These options will be helpful to filter patient statements by last sent date, mode of sending, and by the patient names. This option will help practices to send Statements monthly or bi-monthly based on the practice needs. Statement by Sent Date Patient Communication Show Patients by Name You can find the actions against each statement under the '...' icon Enhancement to Send Statement and new option 'Statement Sent History' Practices no longer need to wait for send statement response. Statements are scheduled for sending and, the details are shown in the 'Statement Sent History' tab. - Go to Patient Statements > Select few patients > Click on 'Send Statement' available in the actions
- Click on the 'Send' after reviewing the mail content & attachments.
Now, you will be shown a message saying the statement is scheduled for sending. You can also check the status of the statement in the 'Statement Sent History' Claim Settings Enhancements - Facility specific Billing Provider and Pay to Address We have introduced an option in Claim Settings to have a specific 'Billing Provider' and 'Pay to address' for each facility of the Practice. This feature will be helpful for Practices with more than one facility and have multiple Billing Providers or Pay to Address details. Once a facility-specific billing provider is selected in the settings, all claims generated will take the 'Billing Provider' and 'Pay to address' from the settings for both automatic and manual claim generation. - Go to Settings > Billing > Claim Settings
- Choose whether you want the same Billing Provider for all facilities or different Billing Providers for each facility
If different Billing Providers are chosen for each facility, when generating a claim, the respective Billing Provider of the facility will be selected by default. - Go to 'Settings > Billing > Claim Settings'
- Choose whether you want the same 'Pay to Address' for all facilities or a different Pay to Address for each facility.
- If different Pay to Addresses is chosen for each facility, when generating a claim, the respective Pay to Address of the facility gets selected by default.
Patient Insurance Section - Changes are shown in activity In a typical practice setup, Patient insurance can be added by the Patient from the kiosk or the patient portal as part of the practice questionnaire. The front office can add insurance from EHR and, billers can add and modify insurance from the claims section. Tracking the details like when insurance details got added and the changes made are crucial when billers work with the claims. Insurance Activity gives details of when insurance got added, which user edited the insurance details, etc. - Go to the 'Patient Dashboard > Patient Details > Insurance tab'
- Select an Insurance to view.
The insurance activities will be shown at the bottom of the Insurance view. Enhancements to Electronic claim submission workflow through Optum Clearing House We have made enhancements to the Electronic Claim Submission workflow for better handling of the claim processing delays from the clearinghouse. In the earlier implementation, when claims are submitted, users need to wait for the Optum response on the same screen. If clearinghouse servers are busy, the user will not get the response, and the user needs to do the claim submission again. In the new implementation, users need not wait for Optum's response on the same screen but can check the Optum's response in a separate section after a few minutes. The response from Optum is shown in detail for each claim. Users can wait on the same screen for Optum's response as well. When claim submission to Optum is not successful for the first attempt, ChARM will retry claim submission two more times from the back end. There is no change in the 'Submit for Testing' and 'Submit to Payers' functionality. Go to Billing > Claims > e-Claim Submission > Select claims and > 'Submit for Testing' or 'Submit to payers'. When claim submission is in progress following message is shown. The same screen will have detailed responses from the clearinghouse when the claim submission is complete. e-Claim Submission History Option Under the Billing > Claims > e-Claim Submission History option is provided, and the response from Clearinghouse is shown for both 'Submit for Testing' and 'Submit to Payers' options. When the claim submission is in progress, the user needs to wait for a few seconds and refresh the page for the latest claim status.
e-Claims Submission History Option e-Claims Submission History - List view e-Claims Submission History - View for batch of claims submitted Filter Providers by State Medical License We are excited to inform you that now you can filter providers by their State Medical License in the ChARM Calendar. If you have patients from multiple states in the USA, this feature will be very handy to choose providers that have the license to practice in the Patients' state. Configure State License Providers' state medical license can be configured while subscribing to the ChARM TeleHealth service from the Settings > ChARM TeleHealth section. If a provider has the license to practice in multiple states, enter them all while requesting TeleHealth service. If you are not using the ChARM TeleHealth service, you can configure Providers' state license in the Settings > Facility > Facility Members section. Choose a provider and enter the state license details under the 'ID Qualifier' section. Note: If state license is configured for a provider under both ChARM TeleHeatlh and Facility Members sections, the states configured in the ChARM TeleHealth section take precedence. Filter Providers Once the state licenses are configured, you can filter the providers based on that from the Calendar > Settings section. In addition, you can also filter providers by state license in the 'Provider Availability' section. Feedback Form and Email Notification Enhancements In our recent updates, we have made the enhancements below to the Feedback Form and Email Notifications. Send Feedback Form at a Latter Date Until now, the feedback form configured is being sent to the patients immediately after the Chart Note is signed. Now, we have provided an option to send the feedback form a couple of days after the consultation based on the treatment provided. You can do this configuration from the Settings > Questionnaire > Preferences section Feedback Form Email Templates As you are aware, you can either send the feedback form automatically once the Chart Note is signed or manually send the form from the Patient Dashboard. We have provided an option to configure the feedback email content from the Settings > Templates > Email Templates section. We have provided two templates, one for automated send and the other for manual send. Thank You Email after Consultation In addition to the existing email notification options in ChARM, we have provided a new email notification automatically sent to the patients once the Chart Note is signed. You can turn on this email notification from the Settings > Patient > Email Notifications section. Also, you can configure the email content from the Settings > Templates > Email Templates section. Turn off PHR Welcome and Questionnaire Shared Emails We have provided an option to turn off the PHR welcome email and Questionnaire shared email notifications sent to patients. You can turn off these emails from the Settings > Patient > Email Notifications section. Co-Sign Chart, Injection/Vaccine Order Enhancements In our recent update, we have made enhancements in the Co-Sign Chart Note, Injection Order, and Vaccine Order workflows. File for Co-Sign As you are aware, we already provided an option to auto-assign a co-signer for chart notes. In your practice, if ALL the chart notes of a provider need to be co-signed by a supervising provider, you can use this auto-assign option from the Settings > Encounter > Preferences section. In addition to the auto-assign, now we have provided an option to manually file chart notes for co-sign. You can use this feature if ONLY SPECIFIC chart notes (instead of all the chart notes) of a provider need to be co-signed by a supervising provider. Providers can manually file the chart notes for co-signing from the Patient Dashboard > Encounters section. Once filed for co-sign, the supervising provider can view and co-sign the chart notes from the Member Dashboard > Chart Notes section, by selecting the 'Chart Status' as 'To be Co-Signed'. Co-Signer Notes While co-signing the chart note, we have provided an option for the co-signers to add some notes if required. Co-Signer notes can be added while doing bulk Co-Sign as well. The notes provided here are shown in the Chart Note below the co-signed status. Co-Signed and Filed for Co-Sign Status To quickly identify the chart notes that are co-signed and the notes that are filed for co-sign, we have added icons to represent the status, as shown in the image below. Injection Orders outside Encounter Until now, injections can be ordered only from the 'Encounter' workflow. Now, we have provided an option to create injection orders outside the encounters as well. You can create Injection Orders from the Member Dashboard > Injections > Injection Orders section, as well as from the Patient Dashboard > Injection > Injection Orders section. Click on the '+ Injection Order' button Select the patient and enter the injection to be ordered. Vaccine Orders outside encounter Until now, vaccines can be ordered only from the 'Encounter' workflow. Now, we have provided an option to create vaccine orders outside the encounters as well. You can create Vaccine Orders from the Member Dashboard > Injections > Vaccine Orders section, as well as from the Patient Dashboard > Vaccine > Vaccine Orders section. Click on the '+ Vaccine Order' button. Select the patient and enter the vaccine to be ordered. Claims Enhancement - Option to reorder Dx pointers for each CPT of claim This feature helps providers/billers to reorder Dx pointers of a Procedure Code in Chart Note & Claim. This helps them in choosing different order of Dx codes for each Procedure Code and submit claims. - Go to 'Chart Notes > Add/Edit Encounter > Procedure Codes'
- Add one or more Procedure Codes
- Click on the 'Dx' link of any of the Procedure Code
- You can now reorder the Dx of the selected Procedure Code by dragging and dropping the Dx list displayed in the top right corner
- Dx reordering for Procedure Codes can be done from the Claims section as well.
Billing Enhancement - Patient Name listing in Last Name, First Name format This option allows practice members to have the patient name in the last name, first name format. This will help in sorting patients by the last name. This option can be enabled from Settings > Billing Settings > Patient Name Format. The chosen patient name format will be followed in all sections of Billing - Dashboard, Generate Bills, Invoices, Receipts, Claims, Patient Statements, and Reports. This format will not be applied to the view of Invoice, Receipt, Claim and will not affect any export or send invoice. Auto Convert Appointment Time to Patients' TimeZone Are you consulting patients across multiple time zones in the United States and would like to show the appointment time in the notification Emails/Text Messages as per the patients' time zone? Here you go. Till now, the appointment notification emails and text messages to patients show the appointment time in the facility's time zone. Now, we have provided an option to auto-convert the appointment time to the patients' time zone based on their zip code. Practices in the United States can turn-on this option from the Settings > Calendar > Preference section (as shown in the screenshot below). Make sure that you are recording the patient's zip code in the Patient Dashboard > Patient Details section, as it is required for the time zone conversion. Once configured, the appointment notification Emails/Text Messages will have the appointment time in the patients' time zone instead of the facility's time zone. Import Patients' Medical History into SOAP Encounter We are excited to announce that now you can import patients' Past Medical History into the SOAP Encounter. Either you can automate the import for every SOAP encounter or do it manually on a need basis. Option 1 - Automated Import This option helps you to automatically import the patient's medical history while loading a SOAP template. Go to the Settings > Templates section and edit the required SOAP template. Drag and drop the 'Notes' Component under the 'Past Medical History' section. The 'Placeholders' provided in the notes component allow you to automatically import the patient's medical history into the Chart Note. Note :
These placeholders are available only in the 'Past Medical History' section of the SOAP template, not under the other sections. Copy and paste the required placeholder strings into the notes textbox. For example, add the placeholder ${Patient.Allergies} to fetch patient's active allergies. You can include multiple placeholders based on data that you would like to copy to the Chart Note. The placeholders added to the 'Notes' component are automatically replaced with the patient's data when you load that template in the SOAP Encounter. Option 2 - Manual Import You can also import the patient's history manually by using the 'Past History' link, shown in the Past Medical History section of the SOAP Encounter. Click on the 'Past History' link and then copy and paste the data into the required section of the Chart Note. 1. Billing Watchlist We introduced a watchlist option in Billing where important details that Biller should be interested in are shown in each tab in Billing. - Go to 'Billing > Invoices'
- Click on the Watchlist icon available in the right corner of the section
- The number of 'Draft Invoices', 'Invoices with Due & PR', and 'Invoices with -ve Due' is shown in Invoice Watchlist
- Watchlist details are available in the 'Generate Bills', 'Receipt', and 'Claims' tabs as well
- One can click on any watchlist to view all the items filtered out
2. Enable Billing for Drugs We have provided an option to bill 'Drugs' to Insurance. Practices can enable this option by following the below steps - Navigate to 'Settings > Billing > Claim Settings' section
- Choose the option 'Yes' for the setting 'Enable billing for Drugs', and click on Save
- Refer to the below screenshot for more details
Once this setting is enabled, practice members can add additional billing details to 'Drugs' in the 'Inventory' module. These additional billing details for drugs include 'CPT Code', 'NDC Code', 'NDC Unit of Measure', and 'NDC Unit Price'. These one-time details added to drugs are used in Claim when Claim is generated for the drugs. As a first step, an Invoice needs to be created with the necessary drug(s) prescribed/dispensed. When the claim is created from this Invoice, the respective 'CPT Code' configured for the drug will be added as a line item in claim CMS 1500 form. Additional drug details such as 'NDC Code', 'NDC Unit of Measure', 'NDC Unit Price' are taken from the Inventory section and added in box# 24 shaded area automatically. - Steps to configure NDC details while adding new Drug in 'Inventory' module
- Navigate to the 'Inventory' module
- Click the '+ Inventory' option and select the 'Drug' option in the 'Group' field
- Additional details for drug billing - 'CPT Code', 'NDC Code', 'NDC Unit of Measure', and 'NDC Unit Price' will be shown
- When 'NDC Code' is different for each stock of a drug, then 'NDC Code' can be added at the time of adding new stock
- When the 'NDC Code' for a drug is the same for all the stocks, it can be added just once while adding the drug for the first time
- When 'NDC Code' is added at the product-level and the stock-level, the details configured at the stock-level will be used in Claim
- Refer to the below screenshot for more details
 - Steps to configure NDC details for existing Drugs in the 'Inventory' module
- Navigate to the 'Inventory' module
- Click the 'Action' icon of the required Drug and click the 'Edit Product Details' option
- Specify 'CPT Code', 'NDC Code', and 'NDC Unit of Measure' details
- Click the 'Update' button
- 'NDC Unit Price' can be configured using the 'Edit Stock Details' option
- If 'NDC Unit Price' is not configured, then 'Retail Price/Item' will be taken as 'NDC Unit Price' by default
- Refer to the below screenshots for more details
  - Generating Claim with NDC Drugs
- Say, a drug 'Prozac 20 milligram(s) oral capsule' is dispensed and Invoice is created for this drug/product
- When the claim is generated using the 'New Claim' option for this Invoice, drug 'Prozac 20 milligram(s) oral capsule' dispensed in Invoice will be added with 'CPT Code' configured for the drug in Inventory as a charge item along with NDC details
- NDC details of the drug will be shown in the 'Comments (24)' field while generating the Claim. The sequence of NDC details are 'N4' 'NDC Code' 'NDC Unit of Measure' 'Quantity' 'NDC Unit Price'
- Details such as Diagnosis (Dx) Pointers, Modifiers, Place of Service (POS), etc., can be updated by using the 'Notes' icon of respective drugs
- In the case of electronic claims, these details will be part of the electronic claim
- Refer to the below screenshots for more details.
3. New Privilege - To Show or Hide Procedure Charge in the Encounter This new privilege helps in restricting providers from viewing the procedure charge when Creating/Editing a Chart Note. - To enable/disable the option, go to 'Settings > Facility > Roles'
- Add a new Role or Edit an existing Role
- Go to the 'Encounters' section.
You can now enable/disable the 'Show Procedure Charge' option. - When you disable the option, you can see that the 'Charge' column is not shown in the 'Procedure Codes' section of the encounter.
1. Option to Add/Delete Dx from the claim CMS1500 form This feature allows practice members to add or delete diagnoses from the claim. To enable/disable this feature, go to Claim Settings > Diagnosis Settings > 'Enable Diagnosis to add or delete in Claim' which has the default value as 'Yes'. Use the '+' icon to add a diagnosis to the claim. Click the 'Reorder' link to reorder diagnosis. Delete is also possible from the 'Diagnosis Details' dialog. 2. Option to Add / Delete Procedure from the claim CMS1500 form This feature allows practice members to Add / Delete procedures code from the claim CMS1500 form. Use the '+' icon to add a procedure and the delete icon to delete a procedure from the claim. 3. New Filter for Denied Claims A new filter is added in the Claims section to view all the denied claims in a single click. - Go to 'Billing > Claims > Claim Search Options'
- Select the 'Denied/Rejected Claims' from the dropdown
- An icon 'Denied' is added for all the denied claims
4. New filter for Claims Edited After Submission We have introduced a filter 'Claims Edited After Submission' to list all the claims edited after submission. This helps billers in finding the claims that need to be re-submitted. - Go to 'Billing > Claims > Claim Search Options'
- Select the 'Claims Edited After Submission' option from the dropdown
- Claims will not be listed under this filter once the edited claim is re-submitted
1. Claim Settings - Option to select Co-Signed Physician Under claim settings, Co-Signed Physician is added to the list of preferences for the rendering provider. - Go to 'Settings > Billing Settings > Claim Settings > Rendering Provider'
- You can now re-order the preference list as per your choice.
- When generating a claim, the preference selected by you will be followed in choosing the rendering provider.
- The rendering provider in the claim is automatically selected based on this setting.
2. Claim Settings - Option not to Auto-Populate Amount Paid field We have added a new claim setting to populate/not to auto-populate the Amount Paid (box# 29) field, in the claim wizard. When this is enabled invoice payment is auto-populated in Box #29 when generating the claim. - Go to 'Settings > Billing Settings > Claim Settings > Amount Paid'
- Choose one of the two options.
- When 'Leave the Field Empty' is selected, Box #29 will be left blank when generating a claim, allowing the provider to choose the amount.
When the 'Auto-Populate Payment added to Invoice' option is selected - only the payments made to the covered CPTs services will be considered and populated in Amount Paid field. Send/Receive Patient Records by Text (SMS) We are excited to announce that now you can send and receive patients' medical records by Text Message (SMS). Until now, you can share the Visit Summary, Lab Results, and other Documents to patients, only if the patient has registered a ChARM Patient Portal account. Similarly, a patient portal is mandatory for the patients to share their documents with your practice. From now on, you can send/receive medical records to/from patients even without a patient portal account. You can use this feature if your practice has subscribed to the ChARM Text Message add-on. If you have not yet subscribed to the Text Message, you can subscribe to it from the 'Add-Ons' section, the 'Plug' icon on the right band. Using this feature you can 1. Send Visit Summary to Patients by Text Once an encounter is signed, you can share the Visit Summary to patients by Text Message. This can be either automated or done manually. To send the Visit Summary by Text automatically, go to the Settings > Encounter > Preferences section and turn on the option to send the Visit Summary by Text. Once configured, patients automatically get a Text Message to the registered mobile phone, with a link to view the Visit Summary. Clicking on the link will prompt the patients to enter the OTP sent to their mobile phone. Once the OTP is verified, patients will be asked to enter their DOB for a second - level authentication. After the DOB verification, patients can view the Visit Summary. As the link expires in 30 days, patients can download the file and store it on their mobile phone or computer for future reference. Visit Summary can also be shared manually (instead of using the automated option above) to patients from the Patients > Encounters section. 2. Send Lab Results to Patients by Text Providers can share Lab Results to patients while signing the Labs or from the Patient Dashboard > Lab Records section. In addition to the existing option to share the Lab Result to PHR, providers can also send the result by Text while signing. If any additional message needs to be shared with the patient in the Text, enter that in the 'Message to Patient' field. Once shared, patients get a text message with a link to access the lab result. Patients can view the result after OTP and DOB verification as mentioned above for the VIsit Summary. Lab Results can also be shared from the Patient Dashboard > Lab Records section. Either you can share an individual result by text or select multiple results and share them together. 3. Send Image Results to Patients by Text Providers can share the Image Results to patients while signing the Images or from the Patient Dashboard >Images section. In addition to the existing option to share the Image Result to PHR, providers can also send the result by Text while signing. If any additional message needs to be shared with the patient in the Text, enter that in the 'Message to Patient' field. Once shared, patients get a text message with a link to access the image result. Patients can view the result after OTP and DOB verification as mentioned above for the Visit Summary. Image Results can also be shared from the Patient Dashboard > Images section. 4. Send Other Documents to Patients by Text Providers can share any other documents with patients while signing the Documents or from the Patient Dashboard >Documents section. In addition to the existing option to share the Document to PHR, providers can also send the document by Text while signing. If any additional message needs to be shared with the patient in the Text, enter that in the 'Message to Patient' field. Once shared, patients get a text message with a link to access the document. Patients can view the document after OTP and DOB verification as mentioned above for the Visit Summary. Documents can also be shared from the Patient Dashboard > Documents section. Either you can share an individual document or select multiple documents and share them together. 5. Receive Documents From Patients by Text Similar to sharing documents with patients, you can also receive documents from patients by sending a secure share link by text. For Video Consultations, you can enable 'Secure Document Sharing' by default from the Settings > ChARM TeleHealth > Preferences section. Once the secure document sharing option is enabled, patients get an option to share their past medical records from the Video Consult Join URL. Once shared, providers get a message notification in ChARM. The documents shared by patients can be accessed from the Patient Dashboard > Documents > Shared By Patient section. Secure sharing links can also be sent manually to patients from the Patient Dashboard > More Actions (3 dots) > Send Secure Sharing Link menu. You can send the link to patients by Email or by Text. You can also set an expiration date for the link. Once sent, the patient gets a text message with a secure link to share his/her documents with your practice. Configure the Text Content You can view the default content of the above text messages from the Settings > Patient > Text / Voice Notifications section and make changes if required by clicking on the 'Edit Text Content' button. We believe these enhancements will augment your practice workflow and improve patient satisfaction. Billing - Enhancements to Refunds workflow We are happy to announce that we have made changes to enhance the Refunds workflow in ChARM Refunds in Dashboard Included refunds in the Billing dashboard under the 'Invoice, Receipts & Refunds' widget. This helps practice track the refunds given in any selected period. Changes to EOB's Payment Refund Option EOB > 'Payment Refund' option has been discontinued. Users can give refunds from the respective Receipt added in EOB. With this change all the refunds are listed in Billing > Reports > 'Receipts and Refunds Report' and 'Refunds List'. When practice gets an EOB with payments more than the claim amount or claim due, excess payments can be posted to Invoice from in EOB now. To post excess payments use 'Excess payment to the Invoice' or 'Unused Amount in the Receipt' field of the Invoice. If these excess payments need to be refunded, they can be done from the respective Receipt. Enhancements to CreditNote > Return Items & Refund option While returning items to the Patient using the 'Return Items/Credit Note' option of an Invoice, If the invoice has payments, the practice can use the 'Return Items & Refund' option in the Credit Note. This option reverts/revises the payments posted for the Invoice and opens the 'Payment Refund' dialog to initiate refunds. Compare Lab Results and Images Besides the existing feature to compare patient documents, we have now provided support for comparing the Lab Results and Images. You can use this feature when you would like to have a split view to compare two lab results/images, instead of opening them on two browser windows. To compare the lab results, go to the Patient > Lab Records section. Select the lab results to be compared and click on the 'Compare' button. This opens both the lab results in a split view, which you can compare and even show to patients while explaining their treatment. Similarly, to compare the radiology images, go to the Patient > Images section. Select the images to be compared and click on the 'Compare' button. This opens the images, side by side, in a split view. Audio/Video Calls in ChARM Connect We are excited to announce the support for making Audio and Video calls to your practice members using ChARM Connect. The calls can be made either from the chat bar within the ChARM web interface or from the ChARM Connect Mobile apps. If you are new to ChARM Connect, please go through the URL below to know more about how it streamlines your practice communication. Once you subscribe to the ChARM Connect add-on, you will get an option to make Audio/Video calls to your practice members. For the first time, you will get a notification to grant permission for accessing your device's microphone and camera. Accept that to initiate the call. The receiver of the call gets a notification on their ChARM account. Once the receiver accepts the call, you can speak to him/her. You can also share your computer screen during the call. To share your screen, click on the three dots icon in the call window and then click on the 'Start screen share' menu. To get a ringtone while receiving audio/video calls, enable the sound notification option in the chat settings. Click on the three dots shown on the chat bar and then go to the 'Settings' menu. In the settings, enable the sound notification option for New Message. You can also make Audio/Video calls from the ChARM Connect iOS and Android mobile apps. If you have already installed the ChARM Connect app on your mobile phone, upgrade the app from the App Store to use this feature. In the ChARM Connect Mobile App, choose a member and tap on the Audio or VIdeo icon. The recipient gets a call notification via ChARM Connect mobile app installed on his/her mobile phone. The call gets connected once the recipient accepts the call. In addition to the instant secure messages, the Audio/Video call in ChARM Connect enhances your practice communication and allows the members to collaborate more securely. If you have not yet subscribed to ChARM Connect, you can subscribe to that from the 'Add-ons' section. Billing - Enhancements in the Claims module We are excited to announce a few claim enhancements which will improve the working experience of the practice members. Given below are the new features - Option to generate and edit claim in a single step using CMS1500 form view
- Generate multiple claims from the Invoices tab in a single click
- Automating claim generation - Claims will be automatically generated on approving Invoice based on preconfigured claim settings
- Enhanced claim settings
- Option to Edit / Preview multiple claims in a single click
1. Option to generate and edit claim in a single step using CMS1500 form This feature allows practice members to create a claim using the CMS1500 form. On clicking 'Generate Claim (CMS1500)', a CMS1500 input form appears with corresponding encounter details and preconfigured claim values (from claim settings) filled with it. Any warnings or missing details are shown on the right side of the form. Members can do the corrections in the same view by referring to this section. 2. Generate multiple claims from Invoices tab in a single click This feature allows practice to select multiple invoices and generate claims for the selected invoices in a single click. Click 'Generate Claim' to generate claims for the selected invoices. Claims will be automatically generated in the backend with corresponding encounter details and preconfigured claim values taken from claim settings. On successful generation, claims will be listed as given below. Members can verify claims and do the corrections using the 'Edit' link. 3. Automating Claim Generation - Claims will be automatically generated on approving Invoice based on preconfigured claim settings This feature enables the practice to generate claims automatically on approval of the invoice. Claims will be automatically generated taking the default values from the encounter details and preconfigured claim settings. The claim will be generated only if the invoice has the encounter and the patient has active Insurance. The claim generated will be in "Not Submitted" status. Members can review and submit the claims. To enable this feature, go to Claim Settings> Automatically generate a claim for the invoice. 4. Enhanced Claim Settings Improvised claim settings, where practice can configure their preferences and default values for claim generation. These pre-configured claim setting values will be used on claim generation. Few newly added settings are 'Claim Primary Insurance' 'Claim Secondary Insurance' 'Rendering Provider' 'Referring Provider'. 5. Option to Edit / Preview multiple Claims in a single click This feature allows users to traverse between claims easily. Users can also see claim warnings and missing items without editing a claim. Basic claim actions can be done from this view. - Edit claim
- Flag / Unflag claim
- Add claim attachments
- Add claim notes
To Preview Claims, Go to Claims > Preview Claims Additionally, users can edit multiple claims in a single view without going back and forth between each claim. We are excited to announce a widely requested feature to allow Co-Signing the Chart Notes. This feature can be used when the Chart Note signed by a provider needs to be co-signed by a supervising provider. The practice Administrator of the account can configure the Co-Signer from the Settings > Encounter > Preferences section. Choose the provider whose Chart Notes are to be co-signed and assign the Co-Signer. Then click on the 'Save' button. If there are more providers to configure, choose them one by one and assign the Co-Signer. Once the Co-Signer is assigned, the supervising provider can co-sign the Chart Notes signed by the configured providers. The supervising provider can view the Chart Notes to be co-signed from the 'Chart Notes' section, using the 'To be Co-Signed' Chart Status. The supervising provider can either Co-Sign the charts individually or use the 'Co-Sign All' option to co-sign all the charts at one go. Once co-signed, the Co-Signer name is included in the Chart Note view page and the exported PDF. Enhancements in Inventory Reports We have removed Flash dependency in all the inventory reports. Now, practices can export reports without Adobe Flash plug-in in their browsers. We also have included the options, - To run reports across all the inventory stores/facilities in the practice. By default, the report is generated for the selected store.
- To exclude and include inactive products from the reports
Option to filter reports based on various criteria Option to group Reports Report entries can be grouped by product name, store name, facility code, etc. This can be handy for practice with multiple stores, for example, to view the product's available quantity across all the stores. Option to export selected columns in PDF and CSV Option to import inventory file to multiple stores While importing products through the CSV file, products can be imported to multiple stores by selecting the stores to import the file. The quantity of products specified in the CSV will be imported to all the selected stores. New Report in Billing - Claim Procedures List We have added a new Report, 'Claim Procedures List' under the Billing Reports section. This report shows the list of 'Procedure Codes/Services' billed to the Insurance Company. All the details shown on Box # 24 of CMS1500 Form of Claim are shown in this report. This report will be useful in analyzing the claim data submitted to the insurance company. Billing Dashboard Enhancement - Show details by Facility Code We have added a new option to the Billing Dashboard to view all the billing details based on the Facility Code. Practice can enable this option from Billing > Dashboard > Settings Send Invoice to Cell Number As part of this feature, a new option is provided for the Practices to send Invoice and Patient Balance Due Statement to Patient's Cell Number in text messages. The text message sent will have a link, using which the patients can view their Invoice or Patient Balance Due Statement PDF. The PDF sent will be password protected. The Practices that have enabled the Payment Gateway feature can use this new feature to send the Invoice Payment URL or the Patient Balance Due Statement Payment URL to the Patient's Cell Number with which the Patient can view the respective PDF and make Payment from their cellphone. This feature will be available for Practices that have enabled the "Text / Voice Notifications" feature. To send Invoice to Cell Number, - Navigate to the 'Billing > Invoices' section.
- Click on the 'More Options (...) icon against the invoice' and select the 'Send Invoice' option.
- Select the 'Send Text To Cell Number' option.
- Select 'From', 'To', and 'Attachment' options.
- If Payment Gateway is enabled and if you want to collect payment from the patient online, select 'Enable Online Payment' enter the amount to be paid, and choose the 'Beneficiary' option.
- Edit the message content if needed. '$INVOICE_DETAILS_LINK' placeholder will be replaced by a link in the text message sent to the patient. Patient can click on the link to view the attached PDF and make the payment.
- On clicking the 'Send' button, the Invoice will be sent to the Patient's cell number.
Text Message View in cell phone Patient can click on the link to view the Invoice details and can make payment. Online Payment Mobile View They can view the Invoice PDF shared with them by clicking on the 'View Invoice' button. To send multiple Invoices to Patient's Cell Number - Under the 'Billing > Invoices' section, select all the invoices to be sent. Choose 'Send Invoice' > 'To Cell Number' option.
- Invoices of the Patients having Cell Number will be listed.
- Select 'From', 'Attachment' options. Edit the message content if needed.
- Click on the 'Send' button to send the Invoices to the Patient's Cell Numbers.
Sending Patient Balance Due Statement to Cell Number Similarly, Patient Balance Due Statement can be sent to the Patient's Cell Number from the 'Billing > Patient Statements' section. Customizing Text Messages - You can customize the text message sent to the patient under 'Settings > Patient > Text / Voice Notifications > Text Notifications'.
- Click on the 'Edit Text Content' button.
- Configure the required Text Messages for the 'Send Invoice Notification' & 'Send Patient Balance Due Statement Notification' and click on the 'Save' button.
Option to Send Invoice to Patient's Email ID when it is sent to Patient's PHR Account When practice sends an Invoice to a Patient's PHR Account, an option to send it to the patient's Email ID is provided. For Payment Gateway enabled Practices, Payment Link can also be sent along with the email so that the Patient can make Payment using that Payment Link. When practice sends an Invoice to a Patient's PHR Account, an option to send it to the patient's Email ID is provided. For Payment Gateway enabled Practices, Payment Link can also be sent along with the email so that the Patient can make Payment using that Payment Link. Option to send Text Notification to Patient's Cell Number when Invoice is sent to Patient's PHR Account or Patient's Email ID When practice sends an Invoice to the Patient's PHR Account or Patient's Email ID, a text notification can be sent to the patient's Cell Number. For Payment Gateway enabled Practices, the Payment Link can also be sent along with the text message so that the Patient can make Payment using that Payment Link. The 'Send Text Notification' option can be selected by default in the Send Invoice or Sent Patient Statement page using a setting. You can enable that setting under 'Settings > Patient > Text / Voice Notifications > Text Notifications'. - Select option 'Required' for the following
- Notification when Invoice is sent to Patient's PHR Account
- Notification when Invoice is sent to Patient's Email ID
- Notification when Patient Balance Due Statement is sent to Patient's PHR Account
- Notification when Patient Balance Due Statement is sent to Patient's Email ID
- Click on the 'Save' button.
- You can view and modify the default text message under the 'Edit Text Context' option
For Payment Gateway enabled Practices, if payment is requested while sending an Invoice or Statement, the payment link will also be sent along with the text notification. Using that link, the patient can view the attached PDF and can make payment online. Configurable Visit Summary Until now, only a few sections of the Chart Note (Rx, Supplements, Instructions, etc.) got included in the Visit Summary shared with patients. From now on, you can choose some specific sections or all the sections if you prefer to share the entire Chart Note. Practice Administrator of your account can do this configuration from the Settings > Encounter > Visit Summary section. Select the required Chart Note sections to be shared with patients and click on the 'Save' button. The selected sections get included in the Visit Summary shared to the ChARM Patient Portal and in the 'Patient Summary' printout taken from the ChARM EHR > Encounter section, as well. Adding ingredients to older compounded drugs in the prescription flow We have worked out a solution to add ingredients to your custom compounded drugs added before Oct 2020. In the flow of writing a prescription, you can pick a compounded drug added at any point in time into the system. If the chosen drug does not have ingredients, you can have an option to add ingredients to make them eligible for ePrescribing. This action will open up the view to add ingredients for the chosen drug. Adding ingredients to the chosen drug will update this drug reference in the templates section too. Once the ingredients get added to a drug for the first time in the prescription flow, these ingredients will automatically be pulled on prescribing from next time onwards, either prescribing through a template or through 'Add prescription' flow. Provision to add custom drug with ingredients in Templates Now, you can create new prescription templates with custom compound drugs and proper ingredient details. These custom-compounded drugs can be used in the Chart notes section. A Major Upgrade to ChARM New UI We are excited to announce a major upgrade to ChARM EHR New UI. This upgrade includes a lot of new features, along with user interface and functional improvements across the product. You can access this build using the 'Try Now' link available on the top band of your ChARM account. We will be replacing the existing ChARM New UI, with this new build in two weeks. Till then, please use the 'Try Now' link to explore the new features and enhancements. Enhancements done as part of this rollout are listed below. 1. Customizable Dashboard The new design allows complete customization of Member and Patient Dashboards. You can remove the tabs that you may not require and also rearrange them based on your work preference. For example, front office staff can have Calendar, Billing tabs on the top, while the providers can have Chart Notes, Rx, Lab tabs on the top. The new interface automatically assigns the tab order based on user role (Staff, Nurse, Physician, etc), which can be further customized by users. Member Dashboard Patient Dashboard Our new design supports three layouts with varying sizes of the viewable area. You can choose a layout that is best suited for you, based on your screen size and resolution. Compact Layout The Compact Layout keeps the viewable area compact with a fixed width, which will not change irrespective of the screen size. You can choose this layout if you prefer to keep your viewable area compact without stretching it across the screen. Wide-screen Layout The Wide-screen Layout stretches the viewable area to the entire screen size. Standard Layout The Standard Layout is the default layout in ChARM EHR, with a viewable area bigger than the Compact Layout and smaller than the Wide-screen Layout. 3. Stop Opening Multiple Tabs Many of you have expressed concern about opening multiple tabs while accessing patient records. The new design addresses that concern and opens the Patient Dashboard and Encounter pages on the same tab from where you invoke them make it faster and easy to work with. If you still prefer to open patient records on a new tab, you can do that by using the configuration provided under Settings > Patient > Preferences section. The new design lets you make quick changes to patient records in-line, without opening the 'Edit' window. For example, you can change the status of an allergy from 'Active' to 'Inactive' by just clicking on that field. Similarly, you can update the Severity, Date, and Reaction of an allergy by clicking on the respective fields. In-line editing is supported in Allergies, Diagnoses, Medications, Supplements, Recalls, and Tasks sections. 5. Enhanced Patient Dashboard The enhanced Patient Dashboard empowers you with additional details about patients that are critical for your day-to-day operations. The dashboard gives a quick preview of patient's Active Allergies, Last Visit Date, Next Visit Date, Weight, BMI and Balance Due. You can also get to know more by clicking on the links provided. The Last Visit link opens the corresponding Chart Note and the Next Visit link provides details about the upcoming appointment. For patients with age below 20, the Weight and BMI links open the Growth Chart, which will be handy to quickly check whether the patient's developments are on track. Similarly, the Balance Due link provides you the summary of the patient's all outstanding invoices. The new design allows you to access ChARM EHR on its entirety from iPad and other tablets, without having to be hooked on to a laptop or desktop computer. The user interface gets adjusted automatically according to the screen size and the resolution of the tablet. 7. Two Factor Authentication Two-factor authentication adds an additional layer of security for your ChARM EHR account. Practice Administrator can enforce Two Factor Authentication for all the members, from Settings > Security > Policies section. While logging in to ChARM EHR after password verification, members will be asked for a second level of authentication using an OTP sent via SMS or using dynamic tokens generated by Google Authenticator mobile app. The new design also supports having a desired password policy for your ChARM account. Practice Administrator can do this configuration from Settings > Security > Policies section. Once configured, all the practice members will be forced to have their ChARM account password as per the policy defined. 9. New Interface for Labs, Images and Documents User Interface of Labs, Images and Documents have been redesigned with a bigger viewable area that makes reviewing the records, easier. 10. Performance Improvements In addition to UI and functional improvements, we have also given emphasis on the performance of the application. With faster page loading and instant notifications, you can now perform your actions quicker than earlier. This update also includes many other enhancements. Some of them are listed below. - Improved Calendar print out
- Option to Export / Fax specific encounters of a Patient
- Support for split window, which allows parallel working on ChARM and other applications
- Ability to map Patients to all the facilities during registration
- Compact design with more data per page.
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