Past Release Notes

New Feature - Automating Eligibility Inquiry

We are excited to introduce a feature that performs the Eligibility Check automatically, transforming the process of verifying Patient information and making it more streamlined and efficient.

Practices can now automate Insurance Eligibility Inquiries before the scheduled Patient's Appointments. This automation streamlines the process by updating key Eligibility details, including Eligibility Status, Policy Validity Dates, Copay, Co-insurance, and Deductible directly to the Patient's Insurance. The Insurance Eligibility status is displayed in the Calendar list view.

We also have the option to do the Eligibility Inquiry automatically when Patient Insurance gets added to CharmHealth. Practices can configure these settings to suit their needs from 'Settings > Billing-eClaims > Real Time Eligibility Settings'.

This enhancement ensures that the Providers have crucial Insurance-related details readily available before the Patient's Appointment. The feature is accessible to all customers having an account with Optum or Change Healthcare created as part of the e-Claims add-on.

We will explain in detail how the automation can be configured for these flows.

1. Automatic Eligibility Inquiry Before Patient Appointments

We have enhanced to automatically verify the Patient's Insurance Eligibility ahead of their scheduled Appointments. To add more flexibility, the following options are provided.

2. Option to do the Eligibility Inquiry when the Patient Insurance is Added

We have provided an option that allows the Practice to enable Automatic Eligibility Inquiry when a Patient's Primary Insurance is added.

3. Eligibility Inquiry - Fields updated from Eligibility Response to Insurance

The following fields would be updated in the Patient's Primary Insurance after Eligibility Inquiry Check.

We have also included an option to update the mentioned fields in the Primary Insurance for manual Eligibility Inquiries.

4. Insurance Eligibility Details Shown in the Calendar Section

Insurance Eligibility Details can be viewed in the Calendar section by clicking the icon before the Payer name, as shown in the screenshot below. Different icons are used for Eligibility Status to make the information easily recognizable.

5. Eligibility Inquiry Report

As part of this enhancement, a new report named 'Eligibility Inquiry Report' has been introduced under the 'Billing > Reports > Other Reports' section that lists all the Eligibility Inquiry checks done for the Patients in the Practice. It includes only successful Eligibility Checks for the Practice.

We believe that the Automatic Eligibility Inquiry feature streamlines the process of verifying Patient Insurance Eligibility, providing you with more efficiency and accuracy.

To learn more about the Automatic Eligibility Check feature, visit our EHR Resource Center.

If you have any queries, please connect with us at support@charmhealth.com.

Enhancements to Payment Collection from the Calendar Section

We are excited to unveil the latest updates in the Billing module that will redefine your experience with CharmHealth EHR.

Enhancements in Auto-Charge Card on File

In this release, we have fine-tuned the Auto-Charge Card on File feature, where you can easily handle charging for No-Shows and specific Visit Types without any hassle.

To know more about the improved settings in Auto-Charge Card on File, Click this link.

Invoice Filter for Patient Billing

This new enhancement to Patient Billing allows Practices to filter Invoices sent 30 days prior and send the first reminder to Patients. Additional options to filter Invoices by 60 days, 90 days, etc., are also available to send subsequent reminders, simplifying the Patient Billing process. For instructions on how to filter Invoices for Patient Billing, Click here.

Based on the First Bill Sent Date: Filter the Invoices based on the date when the first Bill got sent to the Patient.

Based on the Invoice Date: Filter the Invoices based on the 'Invoice Date'

Thank you for your continued support. We are confident that the above enhancements will help you save time while ensuring you get compensated for No-Shows and Specific Visits, and the filtered Invoices will provide you with a clear overview of Patient Billing information.

Please reach out to our support team at support@charmhealth.com if you have any questions or suggestions. We are here to assist you every step of your way.

Send Questionnaires/Consent Forms by Text (SMS)

We are thrilled to introduce our latest questionnaire enhancement that enables Patients to receive questionnaires and consent forms seamlessly by text (SMS).

Until now, patients need to register a CharmHealth Patient Portal account to fill in the Questionnaires and Consent Forms. Following our latest update, Practices can send the questionnaires as a secure link to Patients by Text, and patients can fill in the forms directly from their phone or laptop without a need to register a CharmHealth PHR account.

You can also send patients an automated text reminder with a link to fill in any unfilled questionnaires before their appointment date.

1. Send Questionnaires by Text

Practices should have an active 'Text/Voice Notification' subscription to use this feature. Practice Members with the necessary role privileges can send the questionnaires to Patients by SMS either automatically or manually.

Send Questionnaires by Text Automatically

Questionnaires are automatically sent to patients while booking appointments. By default, patients get an email notification to register the CharmHealth Patient Portal account and then fill in the questionnaires by logging into their accounts.

In addition to PHR, we have now provided an option to send the questionnaires selected as part of the appointment by Text. The Practice Admin can enable this feature by following the steps below :

You can either choose both the 'To PHR' and 'By SMS/Email' options or choose any one.

If the 'To PHR' option is enabled, the patient's email address is mandatory while booking the appointment. Patients will receive a PHR invite email if they have not registered yet.

If the 'By SMS/Email' option is enabled, the patient's mobile number is mandatory while booking the appointment.

Send Questionnaires by Text Manually

Practice Members with the necessary role privileges can send questionnaire/consent forms by SMS manually from the Messages section by following the steps below:

Similarly, you can send the questionnaire link by SMS from the 'Messages' section available within the respective Patient Dashboard.

Note: Text message is sent only if the Patient's mobile number is stored and the 'Text Notification' option is not turned off under the Patient Demographics section.

2. Fill in Questionnaires using Secure Link

Patients get a secure link for questionnaires by SMS and Email.

Patients need to follow the steps below to fill in the Questionnaire and Consent Forms.

Patients can use the 'Save' button to store the data they filled in as a draft. This enables patients to resume filling in the questionnaire from where they left off whenever it is convenient for them.

3. View the filled Questionnaires

When patients fill and submit their questionnaires, practice members get a notification under the "Messages > Questionnaires > Received" section. Individual Patient questionnaires submitted or saved as drafts are accessible under the "Patient Dashboard > Patient Details > Questionnaires" section.

4. Send Automatic Reminders for Unfilled Questionnaires

Practices can automatically send appointment reminder text notifications to Patients at a predefined time before the appointment. We have now included an additional SMS reminder to patients if there are any unfilled questionnaires for the appointment. The unfilled questionnaire reminders are sent simultaneously with the appointment reminders on scheduled time. You can enable the appointment reminder text notification by following the steps below:

5. Edit the Notification Content

You can customize the default SMS notification by following the steps below:

In addition to the SMS notification, CharmHealth also sends the questionnaire/consent form link via email if the patient's email address is registered with the practice. You can customize the default email notification content by following the steps below:

We believe this feature improves patient engagement by allowing them to fill in the questionnaires/consent forms seamlessly without registering a CharmHealth PHR account.

If you have any questions about this feature, contact us at support@charmhealth.com.

Treatment Plan

We are excited to announce our latest Treatment Plan feature that allows Practices to track medical and therapeutic interventions efficiently. The Treatment Plan feature is designed to address patients' medical conditions with achievable goals and target dates.

The Treatment Plan provides a roadmap for healthcare providers to diagnose, manage, and treat patients' problems effectively. It comprises the following key components:

Treatment Plan Templates

Based on your treatment needs, Members with the appropriate role privileges can create multiple Treatment Plan templates from the 'Settings > Health Trackers > Treatment Plan' section.

Treatment Plan on Patient Dashboard

Members can add and manage multiple treatment plans for a patient under the 'Patient Dashboard > Treatment Plan' section.

Treatment Plan on Charting 360

In addition to the Patient Dashboard, you can also view and edit the treatment plans within the middle pane of the Charting 360 view. The 'Clinical Alerts' section displays a notification if the patient has any treatment plans with In-progress status.

Analytics

The 'Analytics > Custom Reports' section includes a new report to fetch the list of patients with treatment plans. You can filter the patients by the plan status (In-progress, Completed, or Canceled) and time using the Filter option.

We believe this feature helps you in better collaboration and improved patient care. To learn more about Treatment Plans and the detailed steps to configure templates and manage plans from the dashboard or encounter, visit our EHR Resource Center.

If you have any questions about this feature, kindly contact us at support@charmhealth.com.

Enhancements in Flowsheet

We are excited to announce the latest enhancements in the flowsheet. Practice Members with the necessary role privilege can access and use the flowsheets efficiently with the following updates

Auto-fill Flowsheet with Questionnaire Data

As you all are aware, the flowsheet helps to track the patients' medical records like vitals, labs, custom parameters, etc. from a single view. This assists Providers in better decision-making by comparing the various health parameters of the patient.

As an enhancement to this, we have provided an option to pull the data filled by patients in questionnaires into a flowsheet. For example, you can view and track important questionnaire data (like scores) over a period of time using flowsheets.

Follow the steps below to use this feature in your practice:

Dropping the questionnaire component multiple times allows you to include the data from multiple questionnaires into a single flowsheet.

Once done, the data filled by patients in the questionnaire are auto-fetched and shown inside the Patient Dashboard > Flowsheet section.

Practice Members can view the questionnaire data along with the date/time on which they are added to track the progress.

For numerical questions (like score), an option to plot the data is also provided.

Flowsheet Report

We have also enhanced the 'Analytics > Custom Reports > Flowsheet Report' section to include the questionnaire data added to the flowsheet across patients.

We believe that this feature will help you to track and manage Patient records efficiently over a period of time.

Download, Print, and Fax Options

Until now, the flowsheet data can be exported only as a CSV file. Following the latest enhancement, we have provided the following additional export options.

Clicking on the Export as PDF, Print, or Fax menu provides Practice Members with two different options to choose from:

Additionally, you can export them in landscape or portrait modes based on your preference.

We believe that this enhancement saves time and effort spent on exporting the flowsheet data.

To learn more about the Flowsheet feature, visit our CharmHealth EHR Resource Center

If you have any questions about this feature, contact us at support@charmhealth.com.

Claim Validation - Enhancements

We are thrilled to introduce the latest updates in Claim Validation, enhancing accuracy and efficiency in Claim processing.

This feature does an automatic validation of Claims to detect errors and warnings. For Practices with Optum Clearinghouse, the Claims are automatically sent to Optum for ACE Testing. The Claim validation is done for both manual and bulk Claim generation, as well as for the automatically generated Claims.

The Claims are categorised into three groups - Clean Claims, Error Claims, and Warning Claims.

Settings to Enable/Disable Automatic Optum ACE Testing

Practice Members have the option to enable or disable the automatic ACE Testing in Charm that will automatically submit to Optum when a Claim is generated or modified.

Filter Clean Claims and Claims with Errors/Warnings/ACE

Claims are categorised into three groups: Clean Claims, Error Claims, and Warning Claims. The Billers can view the corresponding icons of each category in the Claim list view, located below the status. Detailed information about any errors or warnings can be accessed by previewing the Claim or editing the Claim in the CMS1500 format.

The Practice Members can use the 'Has Warnings/Errors' option to filter the Clean Claims, Error Claims, or Warning Claims. Once the Claim gets submitted, these error/warning icons against the Claim will not be shown.

The Practice Members can also filter the Clean Claims in the e-Claim submission page (Claims > e-Claim Submission) and submit them.

You can also view the overall count of Claims that have errors, warnings, or ACE under the Claims watchlist.

More detailed information about any errors or warnings can be accessed by previewing the Claim or editing it in the CMS1500 format.

We believe that the above enhancements will significantly help you in real-time Claim validation to improve Claim processing with accuracy and efficiency.

If you have any questions or feedback, please don't hesitate to reach out to our support team at support@charmhealth.com.

Payment Collection from the Calendar section

We are excited to introduce the Payment Collection for Appointments to collect payments from Patients before the Encounter.

The feature includes the ability to send a payment link to all Patients with Appointments and process payments using the stored card information for the scheduled Appointments.

This option can be used from the Calendar section, or this process can be automated from the 'Settings > Billing > Calendar-Payment Collection' section based on the Practice requirements. This will assist Practices in effortlessly collecting Copay well before the Claim processing and maintaining control over accounts receivable.

Bulk Charge Card on Files from the Calendar section

Practice can charge Card on Files in bulk using the 'Charge Card on File' option available under the 'Calendar > List View > More Options (...) icon' section.

Apply appropriate filters for the Appointments list view using the 'Filter by' option and then proceed to charge Card on Files.

When the 'Charge Card on File' option is chosen, a list of all Appointments with Patients who have a saved Card on File will be displayed for payment processing.

The default values such as 'Payment Amount' and 'Beneficiary' can be configured under the 'Settings > Billing > Calendar-Payment Collection > Charge Card on File' section

To begin processing, enter the appropriate 'Payment Amount', choose the 'Beneficiary', and select the 'Card to be Charged'. Finally, click the 'Charge Card on File' button.

Charging of Cards on Files will be scheduled, and the status can be checked either on the same page or under the 'Calendar > Reports > Payment Collection History Report' section.

Charging Card on Files In Progress

Charging Card on Files Completed

Bulk Send Payment Links from the Calendar section

Practice can send the Payment links in bulk using the 'Send Payment Link' option available under the 'Calendar > List View > More Options(...) icon' section.

Apply the appropriate filters for Appointments using the 'Filter by' option and then proceed to send payment links.

The default values such as 'Payment Link To', 'Text/SMS Content', 'Email Content', 'Payment Request', and 'Beneficiary' can be configured under the 'Settings > Billing > Calendar-Payment Collection > Payment Link' section.

After configuring the necessary details, the payment links can be sent using the 'Send Payment Link' button.

The scheduling of payment links will be completed, and you can track their progress either on the same page or in the 'Calendar > Reports > Payment Collection History Report' section.

Sending Payment Links

Payment Links Sent

Automate Charge Card on file

Auto-send Payment Links

Enhancements to Calendar Reports - Payment Collection History

As part of this enhancement, a new report named 'Payment Collection History' has been included under the 'Calendar > Reports' section.

Payment Collection Report shows a combined list of payment links sent and charged Card on File transactions, either manually or automatically, within a specified date range.

Use the 'Entry Type' filter to view either the 'Payment Link Sent History' or 'Charged Card on Files History' or both.

Click the 'View' option against each entry to view the Appointment details of the respective transaction.

Type: Payment Link > View

Type: Charge Card on File > View

We hope with the above feature, the Practices can effortlessly manage payment collection from the Calendar section to have a seamless process.

If you have any questions or feedback, please don't hesitate to reach out to our support team at support@charmhealth.com.

Enhancements in Charting 360

We are excited to introduce the latest improvements to our Charting 360 feature, designed to enhance user experience. These enhancements streamline user interactions by minimizing the number of mouse clicks, particularly in the three-pane view.

Inline View for Labs, Images, and Documents

Referring to the labs, images, and documents during charting gets easier.

Until now, the labs, images, and documents viewed from the middle pane would open as a new window on top of the Chart Note. Hence, it was not possible to view the Chart Note and the opened document simultaneously.

In this update, we have made opening the labs, images, and documents inline on the left window of the Chart Note. This enhancement enables you to refer to the documents alongside your Chart Note effortlessly.

Providers can click on the required lab, image, or document from the middle pane to view them while charting.

The 'More Options' icon (3 dots) allows opening these documents in a new tab when necessary.

Additional Data Fields

We believe these enhancements significantly reduce the time spent toggling between various tabs during patient encounters and enhance the charting workflow.

If you have any questions or feedback, please don't hesitate to reach out to our support team at support@charmhealth.com.

Enhancements in Billing: Recurring Payments & Claims 360

We are pleased to announce the latest enhancements in the Billing module to streamline the process and improve efficiency.

1. Recurring Payments

More Options added to Recurring Profile Schedules

We have added more options to Recurring schedules while creating a Recurring Profile under the 'Billing > Receipts > Recurring Profile' section. This helps the Practice members to set up and manage recurring events or tasks in a systematic and automated manner.

Option to Add Products when Creating Invoice as Part of Recurring Payment

As part of the enhanced Recurring Payment functionality, we have added additional options for creating Invoices. The Practice members can create an Invoice for every recurring payment collected.

New setting in Recurring Profile

With our latest update to the Recurring Profile feature, we have added a setting for creating Invoices. When the Invoice is created with the customized Charge, Discount, & Tax values, the Practice member can auto-populate the Invoice Grand Total Amount as Recurring Amount by enabling the setting under the 'Settings > Billing > BlueFin > Recurring Payment' section. You can also restrict adding/updating the Recurring Profile if there is a difference in the total.

Option to Disable Recurring Profile

You can now disable Recurring Profiles effortlessly, allowing you to have control over the payment schedule to suit your needs. To disable the Recurring Profile, follow the steps given below.

Recurring Profile Reports

We have introduced two new Recurring Profile Reports under Payment Gateway Reports. These reports provide valuable insights into your Recurring payment activities to enhance billing efficiency and make informed decisions.

Recurring Profile Report

Recurring Profile - Invoice Line Item Report

Report by Next Invoice Date: The Recurring Profile - Invoice Line Item Report listed by 'Next Invoice Date' provides you with a detailed overview of all Recurring profiles sorted by their next added date. Now you can easily identify upcoming scheduled profiles and track their progress.

2. Claims 360

With the enhancements in the Claim Preview, Practices can access all Claim details in a single screen, allowing them to perform any necessary actions directly from the same interface.

This includes actions such as Edit Claim, Add Payment, Add Notes, Add Attachments, Add Claim Follow-up date, Flag/Un-flag Claim, Fax Claim, and Claim details such as Validation Errors before Submission, Claim History, Claim Notes, and Transaction Status in a single view.

This improved Claim Preview helps Practices to perform all Claim-related actions seamlessly without the need to navigate back and forth between screens.

To access this view, follow the steps given below.

Practices can easily navigate between Claims by simply clicking the Claims listed on the left pane. The following actions can be performed as listed below.

3. Enhancements to the 'Invoices List for Collection Agency Report'

Enhancements to the 'Invoices List for Collection Agency' report, allow Practices to perform the following actions.

a) Export all outstanding Invoices, regardless of whether they are marked as 'Sent for Collection Agency' with all Patient & Guarantor-related details.

b) Filter outstanding Invoices with Patient Responsibility (PR)

To view all Invoices of a particular time range, follow the below steps.

We hope with the above enhancements, managing your billing processes will be smoother and more effective, saving you valuable time and effort.

Thank you for your continued support, and we look forward to seeing how these improvements enhance your billing workflows.

If you have any questions or feedback, please don't hesitate to reach out to our support team at support@charmhealth.com.

Enhancements In Virtual Appointment Bot

We are thrilled to announce additional customization options for our Virtual Appointment Bot. Your Practice Admin can configure the following options based on Practice needs in the 'Settings > Calendar > Appointment Bot' section:

Customize The Bot Icon Theme To Suit Your Practice Website

Mobile OTP Authentication For Patients

If SMS is enabled for your Practice, you can enable the OTP authentication option, which allows the Patients to verify themselves with mobile OTP during the appointment booking workflow.

Provider Selection Workflow

Enabling the 'Provider > Visit Types' option in the Bot displays a list of all available Providers. Patients can then choose a specific Provider to view and book the associated visit types.

Alternatively, enabling the 'Visit Type > Providers' option displays all the available visit types. Once the Patient chooses a visit type, they can view and book an associated Provider.

Reschedule Flow Settings

You can decide how many days before an appointment a patient is allowed to reschedule. Additionally, customize the prompt message to be displayed when rescheduling is not allowed.

You can find the detailed steps to subscribe, generate an embed script and access the Virtual Appointment Bot in our CharmHealth EHR Resource Center.

If you have any questions about this feature, kindly contact us at support@charmhealth.com.

Option to Add Patient from Referral In

We are delighted to introduce the option to Add Patients directly from the Referral In window in CharmHealth EHR. The referral coordinator can now register new patients while recording referral-ins using the following steps:

Note: To grant Members access to the 'Add Patient' option in the 'Referral In' section, the Practice Admin should enable 'Demographics' and 'Referrals' role privileges.

We hope that with this option, Practice Members will be able to register new patients quickly and seamlessly within the Referral In recording workflow.

If you have any questions about this feature, kindly contact us at support@charmhealth.com.

Enhancements in Billing -Claims, Invoices, & Delete ERA

We are excited to announce the latest enhancements and upgrades to the Billing module to streamline your billing processes.

1. Enhancements in Claims

Claims - Search by CPT code

We have introduced a search option to list the Claims based on a specific CPT Code.

Printing Claim Total Charge in CMS1500 Form when more than six line items are in a Claim

We have introduced a new Claim Setting where the Practice can configure to print the claim total amount on the last page of the CMS1500 form.

When there are more than six CPT codes in a Claim, each page of the printed claim will have up to six line items, and the total claim amount will be printed on each page by default. As requested by a few Payers, the total claim amount gets printed on the last page of the Claim on choosing the second option of this setting. For example, if there are 10 line items in a Claim, the first CMS page will have six line items, and the second page will have four line items. Using this setting, the Claim total charge of all the 10 line items can be printed on the second page of the CMS1500 form.

To use this option, follow the steps given below.

Claims- Second Search Option

Practices can now filter Claims efficiently using two search options available in the Claims section.

For instance, if the Practices need to follow up on the Claims of a specific Payer, they can use the filters with a combination of 'Claims for Follow-up' & 'Payer Name or ID' as shown below.

Default ID Qualifier for Billing

Practices can now set a default ID Qualifier for Rendering Provider which will be chosen automatically in Claim generation.

When the Providers have more than one ID Qualifier, setting up a default ID Qualifier will save time in Claim generation.

To set a default ID Qualifier for Practice Member, follow the steps given below.

2. Enhancements in Invoices

Invoices - Search by CPT code

Practices can now easily filter out Invoices that contain a particular CPT code.

Invoices - Option to add Follow-up Date

Practices now have the option to assign follow-up dates to Invoices, similar to Claims. This streamlined process simplifies the Invoice follow-up process, and Practices can also efficiently filter and manage the Invoices that require follow-up.

Option to add Follow-up date on Multiple Invoices

Invoices - Option to Search Invoices by Patient Age

The Practices can filter Invoices based on the Patient's age. This feature is particularly helpful for identifying Invoices of minor Patients and sending them to the Guarantor. To filter invoices based on the Patient's age, please follow the steps given below.

Invoices and Claims - Custom Date Range Search Option

Invoices in the 'Billing > Invoices' section can be filtered by specifying a custom date range by following the steps given below.

Similarly, Claims can also be filtered by entering the custom date range.

Send Invoices by Patient's Preferred Mode of Communication

Practices can now filter Invoices based on the Patient's Preferred mode of communication viz. PHR, Email, Cell Number, Email but no PHR, and Cell Number but no Email and send Invoices through the selected mode.

The Practice can update the Patient's preferred communication mode from the Patient Dashboard.

Note: This option is also available in the 'Patient Statements' section.

3. Add Payment option from Family Statement

Practices can now add payments for the whole family from the 'Family Balance Due' section.

4. Option to Delete ERA

We have now introduced an option to delete an ERA from the list of ERAs available under the 'Billing > ERAs(e-Claim)' section. The Practices can only delete a duplicate or incorrect ERA entry from the list. Note that the payment applied to the Invoices or Claims in an ERA cannot be deleted. If required, the Practice can remove the payment applied to the Invoices.

To delete an ERA, follow the steps given below.

We believe that the above enhancements to the Billing module will streamline your processes with ease.

If you have any questions or require further assistance regarding these new features, please don't hesitate to reach out to our support team atsupport@charmhealth.com.

Scan the Patient's Driving License for Extracting Demographic Data

We are excited to introduce the 'Scan' option in the 'Extract Patient Data from Driving License' feature. This facilitates the scanning of the DL images and extracts patient demographics during the new/add patient registration process. Please note that the option to upload images is still available alongside the new 'Scan' feature.

Pre-requisites for Scanning

Scan Patient Driving License Workflow

Follow these steps to Scan a Patient's driving license and auto-extract the demographic data:

Note: You may have to install the scanner plugin mentioned under prerequisites at this stage.

Since the feature extracts data from the barcode, it is mandatory to scan the backside image of the driving license containing the barcode.

To know more about the Extract Patient Data from Driving License feature and the steps to enable it, refer to ourCharm EHR Resource Center.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Enhancements in Text Messaging

We are excited to announce the latest enhancements to text messaging! The 'Auto Assign Incoming Messages to Members' and the 'Bulk SMS in Calendar Reports' options streamline and simplify sending text messages.

Auto Assign Incoming Messages to Members

Previously, Two-Way text allowed you to auto-assign Patient messages to their respective in-house care team. Now, we have extended the option to auto-assign the incoming messages to the last sender.

You can enable or disable this feature from 'Settings > Patient > Text/Voice Notification > Two-way Text' section.

The enhancement ensures that any new text message from a Patient gets auto-assigned to the Practice Member who had messaged the Patient within the past week. This saves time and effort spent on manually assigning Patient messages to the Members.

The Members can view the auto-assigned messages in the 'Messages > Text Messages > All > Pending (For Me)' section.

The assigned Member can send a reply to the patient and mark the message status as completed by clicking on the 'More Option' icon(3 dots icon).

Only members with the 'View/Compose Text Messages' role privilege under the 'Facility > Roles > Messages' section can access this feature.

The notification count in the 'Text Message > All' section shows the combined number of pending messages in the Pending (Unassigned) and Pending (For Me) sections.

Note: If you do not see any messages in the Pending (Unassigned) section but the notification count is still present in the 'All' messages section, click on the 'Filter' icon and check the Pending (For Me) folder

To know more about the Two-Way Text feature, visit our EHR Resource Center.

Bulk SMS in Calendar Reports

We have also introduced the Bulk SMS option in our Calendar Reports section to enhance your workflow. For example, if you need to send a bulk SMS to all the patients that have an appointment scheduled for tomorrow, then follow the steps below.

Note: Only Practice Members with the 'View/Compose Bulk SMS' role privilege under the 'Facility > Roles > Messages' section can access this feature.

We hope these functionalities quicken your workflow and provide additional flexibility. If you have any questions about these features, kindly contact us atsupport@charmhealth.com

Insurance Card Reader

We are excited to introduce Charm Assist's Insurance Card Reader feature. It automates filling in Patient insurance data available on US insurance cards. With this HIPAA-compliant feature, Practices can:

You can Upload or Scan the front and backside of a Patient's insurance card. This feature uses OCR to read the image and extract textual data seamlessly.

Charm Assist's Insurance Card Reader functionalities also available on adding/editing insurance data in the below sections:

To know more about Insurance Card Reader and the steps to enable it, refer to our Charm EHR Resource Center.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Charm Assist GPT Integration

We are excited to announce our latest GPT integration! CharmHealth's integration of large language model AI/GPT within the medical provider and staff workflows brings the power of cutting-edge natural language processing to the fingertips of busy providers and medical staff.

The seamless integration of GPT in CharmHealth EHRs will empower physicians to focus on what they do best:

To know more about the GPT integration and the steps to enable it, refer to ourCharm EHR Resource Center.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Extract Patient Data from Driving License

The Extract Patient Data from Driving License feature helps in extracting the patient demographics from Driving License in the new/add patient registration workflow. Practices can enable the feature to auto-extract Patient data from the barcode available on the backside of the driving licenses.

The feature captures all vital data, minimizes data entry errors, and speeds up the Patient registration process.

Ensure the barcode is available on the backside of the Patient's driving license before uploading, as shown below.

Once a valid Driving License barcode image is uploaded, the feature extracts the Patient demographic details and auto-fills the corresponding fields, as shown below.

To know more about the Extract Patient Data from Driving License feature and the steps to enable it, refer to our Charm EHR Resource Center.

If you have any questions about this feature, kindly contact us atsupport@charmhealth.com

Encounter Settings Enhancements

We are excited to announce two new enhancements to our Encounter Settings. Following our recent update, Practices can:

Configure Role-Based Encounter Preferences

Earlier, Chart Note Preferences was a Provider-level configuration. Now, we have enhanced it to include Role-based configurations that eliminate the need to do the same configuration for every individual Provider. This feature allows you to configure the default Chart Type, default templates to be loaded, and the required SOAP sections for a member role.

For example, if you do not want the Labs module for your therapists, you can use this feature to remove that section from their SOAP Encounter view.

Members with 'Encounter > Practice Access' role privilege can configure Chart Note Preferences for Roles using the steps below:

Once done, Members under the chosen role get the preferred Chart Type and the default templates, and can view only the selected sections in their SOAP encounter. Displaying only the necessary fields ensures that the Member fills in all the required fields without fail.

Turn Off The Appointment Status Update While Signing the Encounter

By default, the Appointment Status auto-updates to 'Consulted' once a Provider signs an encounter. Now, we have provided an option to turn off this auto-status update.

Once configured, the Practice appointment status will not auto-update after a Provider signs the encounter. The Provider can manually update the appointment status using the drop-down list if needed.

We hope the above enhancements help you save time on configuring Encounter preferences.

If you have any questions about these features, please contact us at support@charmhealth.com

Virtual Appointment Bot

We are excited to announce the latest update to our interactive Virtual Appointment Bot. Embedding this customizable Natural Language Processing bot in your Practice website allows Patients and their Caregivers to 'Book or Reschedule Appointments', and access the 'Suggest me a Doctor' options.

Your Practice Admin can subscribe and generate embed script for the feature using the following steps:

Note: The feature comes with a subscription fee of $10 per month.

After embedding, our Virtual Appointment Bot will be visible in your Practice portal, as shown below, and it will be ready to book the Appointments.

Note: The above image is for reference purposes only.

Appointment Bot Workflow in Practice Website

Book/Reschedule Appointments

The Virtual Appointment Bot allows patients to book and reschedule their appointments using their linked phone number or personal details like Name, Gender, and Date of Birth.

Patients and Caregivers can select a Facility, Provider, and an available time slot, of their choice, to book appointments.

Pre-screening questionnaires configured in your Charm EHR account will be asked as part of this Virtual Appointment Bot workflow. Answers provided by the Patient/Caregiver will be presented back to the Provider at the time of the visit.

Apart from the above, you can customize payment settings. Our Bluefin Integrationallows you to enable card payments for booking an appointment on the Chat Bot.

Suggest Me a Doctor

This option comes into use when a Patient is unable to choose a suitable Provider on their own. The Virtual Appointment Bot can ask a sequence of symptom-related questions to book an appointment with a suitable Provider. Practices should provide their set of Q&As to opt for this feature.

Click on the link below to learn more.
https://www.charmhealth.com/resources/appointments/appointment-chat-bot-integration.html

If you have any questions about this feature, please contact us at support@charmhealth.com

Appointment Cancellation from PHR

Practices can now allow Patients to cancel their appointments from their PHR accounts. Earlier, Patients could cancel their appointments by contacting the Practice directly (or) through SMS/Voice reminders.

Following our latest update, Patients can cancel appointments directly from their PHR accounts before a specific period. The Practice Admin or Members with Calendar Settings privilege can enable this feature using the steps below:

If the number of days left before an appointment is less than the configured days, the Patient cannot cancel the appointments from their PHR.

For example, if you have configured the number of days as 2, Patients can cancel their appointments anytime 2 days before the scheduled date from PHR.

Note: If an encounter is started for the appointment, the Patient cannot cancel the appointment regardless of cancellation settings.

After configuration, the Patient can follow the steps below to cancel an appointment from PHR:

Once done, an appointment cancellation email is sent to the Patient and the Practice. Apart from email notifications,

If you have any questions about this feature, please contact us at support@charmhealth.com

Lab Result Notifier

We are excited to introduce the Lab Result Notifier feature in our latest update. The feature notifies the Practice Members/Ordering Provider when the uploaded lab results meet the configured notification criteria.

Enabling the feature for your Practice Account allows you to:

The Practice can opt to notify Members through SMS (If enabled), Email, and/or Inline Product notifications. To know more about Lab Result Notifier feature and the steps to enable it, refer to our Charm EHR Resource Center.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Document Review Enhancements

Until now, only the Providers can review and sign the documents uploaded under the Patient > Document section. We have enhanced this workflow to make the document review feature available to other Member roles.

For example, if you need your biller to review the documents received from insurance, you can do that now. Members filed for reviewing documents get a notification on their Charm Dashboard. They can review and sign the documents from the Member Dashboard > Documents section.

To use this feature, Practice Admin or Office Managers have to give the privilege to member roles that need to review the patient documents by following the steps below:

Once configured, you can file patient documents for review to those members using the steps below:

If you are receiving documents by charm e fax, you will get the file for review option while adding the fax to the patient record.

Practice members can view and sign documents filed for review in the Member Dashboard > Documents

You can share the documents with Patients after the reviewer signs them. We believe that the option improves Patient care and enhances the Practice workflow.

If you have any questions about these features, kindly contact us at support@charmhealth.com

TeleHealth Admin Settings

We are excited to announce an Admin Setting for managing TeleHealth requests in your Practice. This new feature allows members with admin privileges to initiate and manage telehealth requests for all Providers.

We have introduced two new role privileges for Charm TeleHealth Requests. Practice Admin or Office Managers can assign these new privileges to practice members from the Settings > Facility > Roles section.

Note: TeleHealth Request is not allowed for members without either of these two role privileges.

Once the Practice Admin/Office Manager updates the role, members with Practice Access privilege can raise TeleHealth requests using the steps below:

Go to Settings > Charm TeleHealth tab. This section displays all the Providers and their TeleHealth enabled status. You can search providers by name or filter providers by facility and telehealth request status.

Members will be notified by email once the telehealth request gets processed and then they can start scheduling TeleHealth appointments.

Note: Members with 'Personal Access' cannot view or submit requests for other Members. They can follow the steps above to make a Telehealth request for themselves.

We hope the new Charm TeleHealth Admin Settings offer additional flexibility for Practice Admin/Office Manager to manage TeleHealth requests better.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Mandate Patient ID for Telehealth Consultations

We are delighted to announce that Practices can now Mandate Patient ID collection for Telehealth Consultations. The Practice Admin can enable this feature using the steps below:

Note: To use this feature, you must enable the Patient ID field in Settings > Patient > Demographic section.

Once enabled, patients are mandated to upload their ID while connecting to the video session using the Join URL sent by email/text.

On clicking the 'Join' button, the Patient ID submission page pops up if a Patient ID is unavailable in Charm EHR. The Patient can choose the ID Type from the drop-down list, fill in the ID Number, and upload a scanned copy of the ID (max size 10 MB) to join the session.

Charm EHR auto-updates the uploaded ID to the respective Patient Demographics section for providers to view. We believe that this option offers seamless Patient ID verification during Telehealth sessions.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Charm-WholeScripts Integration

We are excited to announce the Charm-WholeScripts Integration! WholeScripts, a fulfillment arm of XYMOGEN, is a one-stop site dedicated to providing access to exclusive XYMOGEN formulas and other professional-grade nutritional and herbal supplements to Patients and healthcare Practitioners.

Practices can enable WholeScripts from the Charm Add-ons Section or the Settings Page. Providers with the necessary role privileges can configure and access the feature easily from the Chart Note or Medications section on Charm EHR.

As part of the integration, Providers with an active WholeScripts and Charm EHR account can:

Click on our resource center link to learn more about:

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Two-way Text

We are excited to introduce our latest HIPAA-compliant two-way text feature. It enables sending and receiving secure texts from Patients directly on Charm EHR.

You can reduce the time spent on answering phone calls, communicating with patients without a PHR account, storing records of the past conversations, and delegating and tracking assigned messages using this feature.

Practices with a Text/Voice Notification subscription can enable this feature under the Settings > Patient > Text/Voice Notification tab. Once enabled, the Practice Admin and members with role privileges can access it under the 'Messages' section to perform the actions below:

We believe the Two-way text feature offers a secure and easy mode of communication with your Patients. To know more about Two-way text and the steps to enable it, refer to our Charm EHR Resource Center.

Note: Two-way text is required for Automated Booking Assistant feature. Hence if you are using the Automated Booking Assistant feature, the two-way text is enabled by default for your practice.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Enhancements in Periodic Appointments

We are excited to announce the latest enhancement in booking periodic appointments. The recent update offers a few more options for booking recurring appointments like Bi-weekly, Monthly, Bi-monthly, etc. You can use these options using the following steps:

Note: Since you are scheduling the first appointment on Monday, Jan 02, 2023, we get the option to repeat the upcoming appointments either on Day 02 or on First Mondays.

If you book the first appointment on Jan 03, 2023, instead, you will get the options as Day 03 or on First Tuesdays. The start date selected impacts these options.

If need be, you can edit or cancel upcoming appointments using the regular steps easily. We hope these options make booking periodic appointments more flexible and faster.

If you have any questions about this feature, please contact us at support@charmhealth.com

Assign Fax Title

We are delighted to inform you that you can now categorize the incoming faxes using Fax Titles. For example, you can mark the incoming faxes as Labs, Referrals, etc., for grouping them better.

You can add a Fax Title using the steps below:

Note: Only Members with the 'View Received Fax' role privilege can add/edit Titles.

Also, Charm EHR automatically assigns fax titles while attaching the Fax to the Documents, Labs, Images, or Claims sections.

Once attached, the Fax Title gets added based on the type of the document.

Apart from helping in the quick identification, we believe the Assign Fax Title option enhances the overall workflow of Members accessing the incoming faxes.

If you have any questions about this feature, please contact us at support@charmhealth.com

MU 2015 Cures Update Certification

We are excited to announce that Charm EHR is certified for MU 2015 Edition Cures Update.

The Office of the National Coordinator for Health Information (ONC) has mandated the EHRs to adhere to the 2015 Edition Cures Update requirements and get certified before Dec 31, 2022. Inline to that mandate, we have implemented the required functionalities and achieved the MU 2015 Edition Cures Update certification from Drummond Group LLC, an Authorized Testing and Certification Body (ATCB).

This certification enables Charm Providers to obtain incentives from federal programs and improve patient outcomes. Refer to the URL below for more details about the certification.

https://www.charmhealth.com/ehr/meaningful-use-certified-ehr.html

If you have any questions about these features, please contact us at support@charmhealth.com

Customizing Invoice and Receipt Templates

We are happy to announce the latest feature to customize Invoice and Receipt Templates. You can use the customized templates to download the Invoice/Receipt as a PDF file. It also allows you to send the Invoice/Receipt electronically to the patient.

This feature provides you with ready-to-use template designs which can be customized further as per practice needs.

The feature provides the following functionalities:

Go to the New settings 'Invoice Templates' and 'Receipt Templates' provided under the 'Settings > Billing' section.

Clicking the 'Invoice Templates' link will redirect you to the thumbnail list page where all the available ready-to-use templates are shown. Further actions specific to the template can be done here.

Hover on the template to see the 'Gear/Action' icon. Clicking the 'Gear/Action' icon within a specific template displays the below options:

You can use the 'Edit' option further customization of the template. Use the 'Set as default for print and download' option to set the template as the default print template for the Invoice. If a template is no longer needed, you can remove it using the 'Delete' option.

To create a new template based on the existing template design, you can use the 'Duplicate' option. You can customize it further using the 'Edit' option in the duplicated templates.

Clicking the 'Preview' button displays the template preview.

Creating New Invoice Template

You can create a new Invoice template using the steps below:

Single Window Envelope Templates

Double Window Envelope Templates

Other Template Designs

Clicking on 'Use This' button takes you to the template customization page. This page is divided into three sections as shown below:

Practice can switch between different categories of templates by clicking on the respective icons present on the left side of the page.

The main advantage of the feature is to show only the required fields in the invoice. For example, if the practice does not offer any discounts on their procedures, they can just remove a particular column.

Practice can change the labels of elements shown on the invoice. For example, if a Practice is a wellness center and does not deal with patients, they can change the label 'Patient' as required.

Modify the template name and other properties. such as paper size, font size, font style, and header under the Template Properties section.

After making the required changes, click on the 'Save' button to save the template

Template Options

Every template is provided with a set of options. Hover on the template and click on the 'Gear' icon to see the options

The print option displays active templates only.

Default templates are differentiated from other templates with an icon on the top left corner as shown in the image below.

Receipt Templates

Click on the 'Receipt Templates' link under the 'Settings > Billing' section

Creating New Receipt Template

Similar to the invoice template creation page, this page consists of three sections that enable the practice to switch between different sections of the template, make required changes, and preview the template.

Consider if a practice that wants to show the Encounter Date instead of the Invoice date on the receipt, they can navigate to the respective section i.e 'Tables' in this case, and then check and uncheck the required elements as shown below.

You can change the labels of the elements as required and click on the 'Save' button to save the template. All the active Invoice and Receipt templates will be available for Print / Download / Send Options.

We hope the Custom Templates feature will enhance creating invoice and receipt PDF templates and speed up your billing process.

If you have any questions about these features, please contact us at support@charmhealth.com

Enhancements in Billing - Claims Module

We are delighted to announce the following billing enhancements to our Claims module in our recent update:

1. Policy Type Code in the Insurance Section

Policy Type Code is required when a Practice submits claims to a primary payer where 'Medicare' is the secondary insurance for the Patient.

Following our recent update, Practices can choose a default 'Policy Type Code' in Settings > Billing-Claims > Insurance Settings > Default Policy Type Code field.

Once done, you can add the Policy Code Type in the Patient Insurance section and the Claims Generation page.

The Policy Type Code selected in the insurance section will be auto-populated, when a claim gets generated for the primary payer and the secondary insurance selected in the claim is Medicare.

2. Additional Filter in Claims

We have provided a new filter in the Claims section to filter claims with No ERA/One ERA/More than one ERA. It helps Practices to filter out claims with more than one ERA.

3. Including Place of Service in Fee Schedule

We have added the option to add a Place of Service (PoS) to the Fee Schedule. It helps Practices to have different places of service for the same Procedure Code when choosing different Fee Schedules.

We hope the above enhancements will help you manage your Claims better and improve your billing process.

If you have any questions about these features, please contact us at support@charmhealth.com

Enhancements in Billing - Invoice Module

We are excited to announce the following billing enhancements to our Invoice Module:

1. Option to Generate Invoices with a Future Date

The latest update allows Practice Members to generate invoices at a future date. To enable the option:

As part of 'Patient Balance Due', Invoices with a future date are also considered and shown as due as on date.

2. Two Search Options in the 'Invoices List View' Section

The additional search option allows applying two filters at the same time to speed up your process. You can use the option 'Search Options 2' provided under the 'Invoices List View' section to filter their Invoices based on your needs.

3. 

Bulk Send Invoices - Option to Exclude Invoices Marked 'Sent for Collection'

As part of our recent update, we have enabled an option to exclude invoices already sent to collection agencies under the bulk 'Send Invoice' option.

It prevents the Practice from resending invoices already sent for collection to the Patient.

4. Additional Filters in Invoices

We have introduced the following two additional filters in the Invoices section as part of our update to enhance the overall user experience.

Recurring Payments

Practices offering a payment plan usually create a recurring profile to pay for the outstanding invoices. You can now filter invoices with Patients having recurring payments. It helps the Practices to exclude those invoices & charge the remaining invoices as part of the Patient's bill.

Outstanding Invoices

We have added a few additional options in the 'Outstanding Invoices'. These options help the Practice look for invoices where no secondary insurance is available for the Patient.

We believe the above billing enhancements speed up filtering invoices and provide a smoother billing process for the Practice.

If you have any questions about these features, please contact us at support@charmhealth.com

SOAP Encounter Enhancements

Creating a SOAP encounter has just gotten easier! We are delighted to announce the following enhancements in our latest update

These enhancements quicken creating and filling the SOAP encounters. The Practice Admin, Office Manager, or Members with the appropriate role privileges can enable them using the steps below.

1. Assign Templates for Member Roles

If you have personalized templates for different member roles (Physician, Therapists, etc), you can use this feature to make the templates accessible only to the specific member roles.

This helps the providers to use only the templates related to them in the SOAP encounter, instead of searching across all the templates in your practice.

Follow the steps below to assign templates to member roles.

Once configured, the members can access only the templates assigned to their role from the SOAP Encounter.

2. Set Default Templates for Visit Types

If you have separate templates for different Visit Types, you can use this feature to map the templates to the Visit Type and pre-load them in the SOAP Encounter.

Follow the steps below to configure the default templates for Visit Types.

3. Configurable SOAP Sections

This feature allows you to remove the sections that you do not want to have in your SOAP Encounter. For example, if you do not administer vaccines in your practice, you can use this feature to remove the Vaccine section from the SOAP Encounter.

Follow the steps below to configure the required SOAP sections. This is a provider-level configuration. Each provider can have a different configuration based on their needs

If you have any questions about these features, please contact us at support@charmhealth.com

Calendar Enhancements

As a part of our recent update, we are pleased to announce the enhancements below in Charm Calendar

You can access or enable each update using the steps below to quicken your appointment booking process.

1. Check Provider Availability with Different Time Zones

So far, the Practice members need to manually estimate the time zone difference between the Patient and the Provider to check the Provider availability. The latest enhancement automates calculating the time difference to speed up this process.

The Calendar displays all available slots of the Provider after converting them to the patient's time zone. The Practice members can directly communicate it to the Patient without any need for manual conversions.

2. Capture Patient Address in Web Embed Calendar

We have updated the Calendar Web Embed feature to include a mandatory Patient address field for patient registrations.

The Web Embed feature allows patients to view the Provider availability and book appointments themselves. Earlier, a patient could register with just their email and phone number.

The latest enhancement ensures no administrative/clinical activity gets delayed due to the lack of patient address.

3. Create Calendar Event for Providers Across all Facilities

The latest enhancement allows a Provider to create an event across all facilities they are a part of at once.

4. Edit or Reschedule Periodic Appointment Bookings

The current update makes editing or rescheduling periodic appointments easier. Previously, you had the option to edit or reschedule a single date within the period. Now, we have provided an option to edit or reschedule the entire period collectively.

5. Send Appointment-related Email Notifications to Caregivers

Using the latest Calendar enhancements, Practices can send appointment-related email notifications to Patient's caregivers.

Once this option is enabled, the caregivers will receive appointment-related emails in their registered email addresses. You can configure a caregiver's email address under the Patient > Patient Details > Demographics > Caregivers section.

Note: Appointment Confirmation/Reschedule/Cancellation/Reminder emails will be sent only if they are enabled for the patient.

We believe the above enhancements save time, reduce the need to edit each event separately, ensure uniformity across facilities, and eliminate manual errors.

If you have any questions about these features, please contact us at support@charmhealth.com

Billing Reports - New Option - Save as Custom Report

As part of our recent update, we are introducing an option to create Custom Reports in Billing. You can enable this option under Billing > Reports > Save as Custom Reports.

This feature enables Practices to apply specific date ranges and search criteria to a report and an option to save these customized reports under a specific category.

This helps Practices in running monthly and quarterly reports and saving them in specific categories.

To create a new Custom Report for a Billing report

All such reports saved will be available under the Billing > Reports > Custom Reports tab.

Billing > Reports > Custom Reports tab

The Billing > Reports > Custom Reports tab lists all your custom reports. Clicking on a custom report shows the original report with all the options and filters applied beforehand.

Hovering over the Category Name displays the 'Edit' icon to edit Category Names.

Custom reports can be re-ordered within the category using the 'Drag and Drop' icon available for each report.

Hovering over a Custom Report name also displays the 'Edit' and 'Delete' icons to edit or delete the custom reports.

We hope this latest update will help you create customized billing reports easily to suit your Practice needs.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Search Providers from Direct Message Network

We are excited to announce the latest update to the Direct Message feature in Charm EHR. You can now search for providers on the Direct Message Network using their name, NPI, or organization details.

Direct Message is a secure HIPAA-compliant feature that allows sharing PHI (Protected Health Information) with members outside the Practice. For example, you can use this feature for patient referrals with providers outside your Practice and securely share the patients' medical records. Charm partners with DataMotion Inc, an accredited carrier-grade Health Information Service Provider (HISP), for providing the Direct Messages service.

If you have not yet subscribed to the Direct Message service, you can do it from the Settings > Direct Message section.

The newly introduced search feature allows you to find providers who are already a part of the Direct Message Network.

Scroll through the list to find the intended provider. You can enter additional provider details to refine your search if need be. Now, you can either choose to message or add the provider to your Practice directory in Charm

Clicking on the 'Add to My Directory' option stores the address for future use. While composing a message, you can search and select the members in your directory from the drop-down list in the 'To' field.

Additionally, you can view, edit, and delete members in your Practice directory under the Settings > Directory > Providers tab.

The Search Direct Network option enables you to search for providers even if you are unaware of their Direct addresses. We believe the easy search option will enhance exchanging PHI and making referrals.

To know more about the Direct Secure Message feature, refer to the Resource Center URL below.
https://www.charmhealth.com/resources/addons/direct-message.html

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Billing Enhancements : Report to send Invoices to Collection Agency and more

We have made a few enhancements to multiple sections under billing to improve the overall user experience. Here is a list of the latest billing updates

1.New Report to Send Outstanding Invoices to Collection Agency

Invoice List for Collection Agency Report is the new billing report added to help practices to get all invoices marked as 'Sent for Collection'. Once an invoice is marked as 'Sent for Collection', the Practices can use this report to export the invoices along with the patient, guarantor contact details, and all other information required for a collection agency.

2. Option to update Encounter Dx Pointers, Modifiers, and PoS from Generate Bills section

This provision helps the practice to update Procedure code-related Dx, Modifiers, and PoS details from the 'Generate Bills' section. This option will help Billers to change these details before generating an Invoice or Claim.

Now you can see a pop-up where you can edit the details like Modifiers, Place of Service, and Dx pointers.

3. Inline editing of Modifiers & Place of Service in Encounter

This provision helps the physicians to update the procedure modifiers & place of service from the 'Procedure Codes' section of the Chart Note. It eliminates the need to open one more pop-up to modify the above data.

4. Enhancements in Patient Statements

We have added 'Primary Payer' of the Patient in the 'Patient Statements' section with the option to search for patients of a particular payer.

Also, we have provided the '# of statements sent' to indicate the number of times a statement got sent in the selected time.

To view this, go to the 'Billing > Patient Statements' section.

5. Option to Add Provider Degree to the Provider Name in Billing

Practice can now append Provider's Degree to Provider Name across the Billing tab, using the setting 'Show Provider's Degree along with Provider Name' available under 'Billing > Billing Settings > Invoice Settings > Invoice Settings - General'.

Provider Degree is shown along with the name across the billing module. Enabling this setting helps the front desk and Billing staff to see provider degrees and will be helpful for the practices having many providers.

We believe the above billing enhancements will speed up the billing process in the Practice and enable easy invoice or claim tracking.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Card on File

We are excited to announce the latest enhancement that enables Charm PHR users to add Card on File.

So far, the patients could add their card information to the file by making a prepaid appointment or settling their pending bills. The current enhancement allows patients to add or delete cards and set a primary card to their PHR accounts.

You can configure your credit card details by following the steps below

You can view the cards you add under Card on File > Patient Saved Cards drop-down. Hovering over the card displays the Edit and Delete icons.

Note: The Practice can select and charge Patient Saved Cards as well.

The Practice Saved Cards drop down displays cards that are automatically added while making prepaid appointments and settling pending bills.

Note: The Practice should have enabled the Store Card on File and Delete Card on File options in its Settings Page for you to exercise the options under Practice Saved Cards.

Once done, you can select the 'Charge Card on File' option to view and select a card from the drop-down list for making a payment.

This enhancement is a secure and convenient way for patients to save time and make payments on the go.

If you have any questions about this feature, kindly contact us at support@charmhealth.com

Practice Quick Text

We are excited to announce the latest enhancement to the Quick Text feature that enables setting
Practice-wide keywords.

Previously, your practice members have created and used the Quick Texts personally within their Charm account. We have now provided the option for creating Practice-level quick texts that are accessible to all the members in your Practice.

This eliminates the need to import the commonly used keywords to all member accounts and enhances managing the keywords from a single place. It also enforces a uniform and error-free documentation process for your Practice. You can configure the Practice-level quick texts by following the steps below

Note: Only members with the relevant role privilege can add and access Practice Quick Texts.

If a keyword is available in both the Practice and Personal quick text of a member, the Personal quick text gets used by default.

The enhancement enables members to speed up adding notes in Encounter, Appointments, Tasks, Messages, Lab, Images, Documents, Medication, and Supplements sections. Click on the resource center link below to know more about the Quick Text feature.

https://www.charmhealth.com/resources/ehr-getting-started/configure-quick-text.html

If you have any questions about this feature, please contact us at support@charmhealth.com

Invoices- Sent for Collection Option

We are happy to announce another enhancement in the billing section for tracking patient invoices. The 'Sent for Collection' option enables tracking invoices forwarded to collection agencies from the Practice.

Follow the below steps to send invoice to collection and to mark the invoice as 'Sent for Collection'

The Invoice# column indicates all the invoices marked as 'Sent for Collection' with a small icon, as shown in the below image.

You can view the list of invoices sent for collection using the 'Is Invoice Sent for Collection' filter under

Billing > Invoices > Invoices Search Options dropdown.

Invoices under the Sent for Collection option remain undisclosed when the Practice forwards a patient's account statement. Clicking on the 'Select All' check box unchecks invoices under collection list automatically

Invoices List Report

The 'Invoices List Report' section now supports a 'Sent for Collection' filter option and column following the above enhancement. Practices can filter the invoices using the same option under the Search and Group Reports by filters, respectively.

We believe the latest billing enhancement enables Practices to track the status of patient invoices sent to collection effortlessly.

If you have any questions about this feature, please contact us at support@charmhealth.com

Mandatory Fields in SOAP Encounter

Are incomplete fields in SOAP encounters affecting your workflow? You can now prevent the providers from signing the chart notes without filling in the mandatory fields.

Here is how you can add mandatory fields to your templates

Create a SOAP encounter and select the newly configured template. The chart note displays all the mandatory questions with a red asterisk against it.

Providers get an error message when they try to sign the encounter without filling in all the mandatory fields.

We believe the mandatory fields option enhances your charting experience without missing important clinical details

If you have any questions about this feature, please contact us at support@charmhealth.com

Auto-Populate Chart Note With Patient Data

Creating SOAP encounters has just gotten better with an option to auto-fill the Chart Notes with required patient data (Allergies, Medications, etc.). It saves your time and makes creating SOAP encounters easier.

Here is how you can use this feature.

Once done, start a SOAP Encounter and load the template that you configured above.

The feature automatically replaces place holders added to the template with the respective data from the patient chart. It also skips the place holders if there is no data available for the patient.

We believe this feature enhances your charting experience and reduces the time spent in writing a Chart Note.

If you have any questions about this feature, please contact us at support@charmhealth.com

Customize Calendar Event Types

Practices can now go beyond selecting the default Calendar Event Types in Charm. The Customize Calendar Event Types option allows users to add new Event Types and Edit or Delete the existing Event Types.

You can customize the Event Types using the following steps

Go to the Calendar section on the dashboard. Select a date and choose the 'Other Events' option to schedule the customized calendar event types.

Fill in the required data and click on the 'Confirm' button. You can find the scheduled events under the Calendar > List View tab.

If you have any questions about this feature, please contact us at support@charmhealth.com

Claims Enhancements

Claims - Additional Options

1. Claim Watchlist

We have split the current Claim watchlist 'Denied Claims' into two such that Practices can view all the denied claims that need to be resubmitted/worked on separated from the denied claims that are already resubmitted/worked on.

2. Claims - 'Mark as not Denied' option to manage denial status of Claims

When a claim has a line item marked as denial, the claim gets labelled as 'Denied'. All the denied claims will be listed under the 'Denied/Rejected Claims' filter in Claims. 'Mark as not Denied' option helps in removing the denial status of the claims selected at one go. Alternatively, users can go to 'Add Payment' of an individual claim and unselect the 'Denied' select box of denied line item.

Generate Bills - Show CPT Details

Practices can now view CPT details for all the encounters under the 'Generate Bills' section. This helps in reviewing CPT details of all encounters at one go.

Patient Statistics based on Insurance

The enhancement made in the Analytics section allows the practice to filter out patients with no insurance. This report gives patient insurance details along with its categories, which can be viewed under 'Analytics > Custom Reports > Patient Insurance Report'.

Multiple Procedure Codes to Visit type

This feature allows practice members to configure more than one Procedure Code for a visit type.

If you have any questions about this feature, please contact us at support@charmhealth.com

Charting 360 Enhancements

As part of our recent update, we have made the enhancements below to the Charting 360 encounter view.

1. Import Patients' Medical, Family, and Social History

We have provided an option to import patients' Medical, Family, and Social History to the Chart Note with a click of a button.

Click on the 'Import' button on the top band of the Chart Note section, and then click on the history that you want to import.

Once imported, the related data gets added to the Chart Note. You can also edit the imported content if required.

2. Add images to Chart Note

We have also provided an option to add the required images to the Chart Note.

To use this feature, click on the 'Import' button on the top band of the Chart Notes section. Then click on the 'Images' menu and choose the required image.

You can just attach the image to the Chart Note or do some annotation and then attach.

The images attached are shown as part of the Chart Note view and the exported pdf.

3. Mange Patients' preferred Pharmacies

Patients' preferred pharmacies stored under Patient Dashboard are made accessible on the left pane of the Charting 360 view.

You can view the current pharmacies and also add a new pharmacy using the plus icon.

4. View Patient's Next Visit

Besides the last visit date, now you can check the patients' next visit on the left pane of the Charting 360 view.

Click on the next visit date to view the related appointment details.

If you have any questions about this feature, please contact us at support@charmhealth.com

Revamped Patient's Insurance Section

We are glad to bring you the revamped Patient's Insurance section. To enrich your experience, we have introduced 'the draggable view to show thumbnail images of Insurance cards'. A minimized view of the front and the back page of the uploaded insurance card will be shown in the Patient Insurance section, which will be helpful to cross-check the entered details against the card details without enlarging the image. The 'Insurance Card' view can be dragged to the right side or the left side based on the user's preference.

This revamped insurance card view reflects in the below sections.

If you have any questions about this feature, please contact us at support@charmhealth.com

Enhancements to Charm Fullscript Integration

1. Additional Filter Options to Search Supplements from Fullscript

Added more filter options such as Supplement Types, Allergens, and 3rd Party Certifications in the Fullscript search.

2. Fill in Custom Dosage Details from Fullscript

Provided options to fill the saved/recommended dosages from Fullscript. To use this feature, in the 'Add Supplements from Fullscript' dialog box, next to 'Intake Details'

to fill in your saved dosage information. This option will only be shown if you have saved the dosage as the default dosage in the Fullscript portal for that product.

Choose the option 'Fill Supplier Recommended Dosage from Fullscript' if you prefer to fill the recommendation from the product supplier.

3. Enhancements in Patient Dashboard - Supplements Section

Supplements Section - Additional filters

This feature allows practice members to filter supplements added through ChARM/Fullscript/Wellevate. This filter is available under 'Patient Dashboard > Medications > Supplements' section.

Option to Transmit Multiple Supplements from Patient Supplements Section

An option to transmit multiple Supplements from the Patient Supplement section is included as a part of this update. Select the filter 'Active Fullscript Supplements' / 'Active Wellevate Supplements' in the Supplements section. Select the Supplements to be transmitted and click on the 'Transmit' button.

Add from Templates Option in the Patient Supplements

This feature allows practice members to add supplements from templates under the Patient Supplement section

Fullscript / Wellevate Product Description in the Patient Supplements

Now you can view the description of the product in the list itself. Click the 'info' icon next to the Fullscript / Wellvate supplement name in the Patient Supplement section list.

If you have any questions about this feature, please contact us at support@charmhealth.com

Member and Calendar Settings Enhancements

As part of our recent update, we have made the enhancements below to the Member and the Calendar settings in Charm.

1. Manage Facility Members

We have provided an option to manage the members of a facility from the Settings > Facility > Facility List section.

You can use this feature to view the list of members part of a facility or to add/remove members to/from a facility

In the 'Facility List' section, click on the menu icon (3 dots) next to the facility and click on the 'Manage Members' menu.

The 'Manage Members' view lists the members that are part and not part of that facility. You can check/uncheck the members to add or remove them to the selected facility. This feature helps to manage the facility members in bulk instead of making this change from the individual member settings.

2. Update Provider Timings across Facilities

We have given an option to update the working hours of a provider across multiple facilities in one go.

You can use this feature if you have multiple facilities in your practice and need to update the same working hours to a provider across multiple facilities.

3. Add Working Hours Exception across Facilities

While adding working hours exception for providers, we have provided an option to apply that for all the facilities.

If a provider is not working on a day, you can choose this option to block his/her schedule across all the facilities.

If you have any questions about this feature, please contact us at support@charmhealth.com

Configuring eRx Preferred Pharmacies at Facility/Clinic level

We have introduced the option to configure a set of eRx preferred pharmacies at the facility level. Configured pharmacies will be shown for all patients in the facility as preferred pharmacies, in the ePrescription workflow, along with patient-specific preferred pharmacies.

If your facility has a set of preferred pharmacies for all the patients, this feature will be of more use. You need not have to repeat configuring the same set of preferred pharmacies for each patient.

Note: This feature is available only for the e-Prescription enabled practice accounts. Practice-Admin / Office-Manager can set the preferred pharmacies at facility level.

How to configure Global Facility/Clinic Preferred Pharmacies

Go to Settings -> Rx -> Preferred Pharmacy

Click the 'Add' button.

Pharmacies in Surescripts ePrescription network get listed.

Search the pharmacies you are looking for and add them to your preferred list.

Note: If you have multiple facilities in your practice account, each facility can have a different set of preferred pharmacies lists based on the location.

Clinic/Facility Preferred Pharmacies in e-Prescription workflow

In the ePrescripiton workflow, the 'Select Pharmacy' option will bring the clinic/facility preferred pharmacies list.

This preferred pharmacies list will also have the patient-specific preferred pharmacies if configured at the patient level. 'Clinic Preferred' and 'Patient Preferred' tags are used to differentiate the clinic preferred and patient preferred pharmacies respectively.

Prescription is linked with the chosen pharmacy and can be sent electronically.

If you have any questions about this feature, please contact us at support@charmhealth.com

Context-Specific FAQs before Submitting a Support Ticket

We have integrated Charm EHR's FAQ section inside the product to help the users in knowing existing solutions for their queries before submitting a ticket.

Showing Context-specific FAQs in the 'Support' Ticket Submission Form

We have brought in the FAQ view along with the Ticket Submission form.

On entering text in subject and message in the 'Support' form field, our parsing engine will fetch the FAQs matching the entered text.

You can check the related FAQ answers by clicking the listed questions.

Opening FAQ from Help icon

Searching your query in the FAQ text area opens up the FAQ view with matching FAQs.

If you have any questions about this feature, please contact us at support@charmhealth.com

Bluefin - Recurring Payments Enhancements

Recurring Payments - Create Invoice automatically and Apply Payments to Invoice

This feature enables practice members to create an invoice for every recurring payment collected. As part of this, CPTs of the Invoice can be configured. When this option gets configured, a new invoice will be automatically created with added CPTs when the payment gets received from Bluefin for the Recurring Payment, and the payment will be added to the invoice automatically.

Recurring Payments - Check status

This feature allows practice members to check the current bluefin status of the Recurring Payments. Practice members can do status check of individual recurring payment or bulk status check. A new column 'Next Payment Date' shows the date on which the next recurring payment recurs which will be updated as part of status check. Given below list of Recurring status and description.

Recurring Payments - Search Options

This feature allows practice members to filter recurring payments based on Recurring Status and Recurring Reference #

Receipts - Recurring Payments Search Options

This feature allows practice members to filter Receipts added from Recurring payments and with a specific Recurring Reference #

Billing Reports Enhancements

Billing reports beyond one month period will be scheduled for download and export. This option helps practice members not to wait for the report for download. Export happens offline, and the reports exported will be available under 'Report Export History' in the Reports tab.

If you have any questions about this feature, please contact us at support@charmhealth.com

Charting 360

Charting with Charm Health has just got easier. We are excited to announce a new encounter view Charting 360, which enhances the charting experience of the providers by allowing them to fully access the comprehensive clinical dashboard of patients while charting.

Check out the short video below to know more about this feature.

Charting 360 view is available for the SOAP Encounter. Practice Admin or Office Managers can turn on this feature by following the steps below.

Once enabled, start an encounter for a patient and choose the 'Chart Type' as 'SOAP Template'.

The Charting 360 user interface has left, middle, and center panes.

Left Pane

The left pane captures the complete medical history of the patient. In the existing encounter view, patients' medical history can be edited only from the Patient Dashboard. With Charting 360, you can add or edit the medical history directly from the left pane, instead of going to the Patient Dashboard.

The sections inside the left pane can be expanded and collapsed, individually or in bulk.

Click on the respective section header to expand/collapse that section. If you would like to expand or collapse all the sections, use the 'Expand All' or 'Collapse All' buttons provided at the bottom of the left pane.

You can also remove and reorder the sections by using the Customize option.

Middle Pane

The middle pane has 'Past Chart Notes', 'Flowsheet', 'Labs', 'Images', 'Documents' and 'Questionnaires' sections.

If there are any new records (like Labs, Images, etc) available for the providers to review, a notification (red dot) is shown on top of these sections.

Each section has required actions like 'Copy Chart Note', 'Compare Labs', 'Reconcile Questionnaire Data' etc.

In addition, you can view the Filled Questionnaires and Chart Note content side by side which eliminates the need to switch between these sections as in the earlier encounter view.

Right Pane

The right pane captures the current Chart Note. Providers can load the required templates and do the charting.

A new 'Clinical Alerts' section is included on the top to notify the providers about any clinical actions to be performed for the patient.

Expanded View

Providers can also fully expand or collapse the middle and right panes to have wider screen space for working.

Middle Pane Expanded

Right Pane Expanded

Signed Chart View

Once the Encounter is signed, the signed Chart Note is shown on the right pane. The providers can perform the required actions like Print/Fax etc. right there, without going to the Patient Dashboard.

If you have any questions about this feature, please contact us at support@charmhealth.com

Auto-Fax Chart Note to Referring Provider

We have provided an option to auto-fax the Chart Notes to referring providers.

This feature will be helpful if you prefer to automatically fax the Chart Note to the patient's referring provider once the encounter is signed.

You can turn on this feature from the Settings > Encounter > Preferences section.

For this feature to work, you need to configure the Referring Provider's fax number under the >Patient Details > Care Team section.

The Chart Note will be automatically faxed to the referring provider once the encounter is signed.

We believe this enhancement makes it easier for your practice to share the Chart Notes with referring providers.

If you have any questions about this feature, please contact us at support@charmhealth.com

Health Screening Enhancements

We have made enhancements to the Health Screening Schedules, with the support to have the 'Age' and 'Frequency' in Months.

Claim Module Enhancements

Claims - Option to set facility-level CLIA#

This option helps practice members to set 'Clinical Laboratory Improvement Amendments' Number - CLIA# for the facility, which will be auto-populated in Box# 23 of the claim.

To set CLIA# specific to a facility, go to 'Settings -> Facility -> Facility List -> + New Facility'. One can 'Edit' Service Facility and add the CLIA# for the existing facilities

When the claim has CLIA waived tests and CPT codes starting with 8**** and G****, CLIA# added in service facility will automatically be populated in Box #23 of the claim.

Practice can also configure CLIA# under patient insurance. From Settings, CLIA# to use in the claim can be configured. Go to Settings -> Billing-Claims -> Claim Settings > Claim General Settings > Prior Authorization Number Preference

When 'Prior Auth # in Insurance' is selected first and 'CLIA # in Service Facility' is selected in settings, Box# 23 of the claim will be filled with,

CLIA number from Service Facility will get added only when CPT codes are starting with 8**** or G**** in the claim.

Claims - Option to choose a default Referring Provider to all claims

This provision helps the practice to choose a default Referring Provider for all claims. By default Referring Provider added under patient demographics will be selected in the claim. Using this option, a specific referring provider can be selected in the claims. The referring provider will be updated in Box# 17 of the CMS1500 form

If you have any questions about this feature, please contact us at support@charmhealth.com

Enhancements in Claims Module

1. Option to add claim follow-up date to track claims

This option helps billers to add a specific follow-up date for a claim, which is useful when billers need to follow up a claim with the payer after a certain number of days. Using this option a specific follow-up date can be selected for the claim. All the claims for follow-up will be listed in a separate filter and the 'Watch list' Claims.

• Practice can mark the claim as followed up by checking the 'Claim is followed up' box available in the 'Add Notes' popup

   

2. Option to edit CPT Line Items in the claim CMS1500 form

This change helps the billers to update the CPT line item information such as Date of Service, Place of Service, Modifiers in the claim form.

If you have any questions about this feature, please contact us at support@charmhealth.com

Shared Inbox

We are excited to announce 'Shared Inbox', which allows you to handle the messages sent by patients to other members of your practice.

Providers can use this feature to delegate the assistant to view and reply to the patient messages on their behalf.

Two sharing options are provided.

1. Access All Patients' Messages

A new role privilege is included to enable the practice admin and office managers to access all the patients' messages (sent to any member in that practice).

The practice admin can assign the role privilege below to the required members, who need to access all the patient messages.

2. Share Patient Messages with Specific Members

Any member of the practice can share his/her patient messages with other members. This option is provided under the Settings > Message > My Preferences section. For example, a physician can share the patient's messages with his/her MA.

Members with whom the messages are shared can access the patient messages from the Messages > Shared Inbox > From Patients section. By default, all the 'Unanswered Messages' from the patients are listed. Members can view and reply to the message from here.

We have also provided an option to view all the messages that were sent to and received from the patient. This feature can be used to refer to the patient's previous messages.

If you have any questions about this feature, please contact us at support@charmhealth.com

Integrate Fullscript with an improved experience of authorization

Practice can integrate their Fullscript account to ChARM directly using their Fullscript credentials and not worry about getting clinic key from Fullscripts any more. All the new users have to go through this process to complete the integration.

Note for existing users - This new OAuth authentication process will not impact the existing users and will be moved from Clinic Key to oAuth by our team in the backend.

To integrate your Fullscript account to ChARM, go to Settings>Fullscript.

1. Click on the 'Choose your Fullscript Account' button.

2. Sign in to your Fullscript account with your credentials and authorize the integration.

3. After successful authorization, the Fullscript account gets linked to ChARM. Associate the provider accounts in ChARM and Fullscript for them to use the Fullscript integration. Providers having status as 'Enabled' can start prescribing and transmit Fullscript Supplements

To know more about Fullscript integration, please click
https://www.charmhealth.com/resources/addons/fullscript.html#configuring-fullscript-addon

If you have any questions about this feature, please contact us at support@charmhealth.com

Patient Survey Enhancements

Patient satisfaction is crucial for better clinical outcomes and patient retention. We know the importance of that and have an integrated patient survey module in ChARM EHR.

If you are new to this feature, please refer to the past release notes (link below) to know more about this feature.

https://wiki.charmhealth.com/release-notes.html#PatientSatisfactionSurvey

As part of our recent update, we have made the enhancements below to the Patient Survey module.

1. Feedback Frequency

Until now, the feedback form configured is automatically sent to the patients on every visit, once the encounter is signed by the provider. Now, we have provided an option to mention the frequency of sending the Feedback Form. Instead of every visit, you can choose other options like 'Every Five Visits', 'Every Ten Visits' etc.

2. Feedback Notification

We have provided an option to notify the providers and other practice members, whenever patients submit their feedback. If you do not prefer the filled notification messages to go to the providers, uncheck the 'Respective Provider' option and choose the other member to whom the notification needs to be delivered.

3. Get Feedback outside Encounter

In addition to the existing option to auto send the Feedback Form to patients at the end of the consultation, you can also manually send the Feedback Form from the Patent Dashboard.

To manually send the Feedback Form to patients, go to the Patient Dashboard. Click on the '...' icon on the top band and then click on the 'Send Feedback Form' menu.

Choose the required Feedback Form and the mode of sending (Email or SMS) and then click on the 'Send' button.

We believe these enhancements will enhance your practice workflow and improves patient satisfaction.

If you have any questions about this feature, please contact us at support@charmhealth.com

Patient Consent for TeleHealth Sessions

We are excited to announce an option to get patients' consent for teleHealth sessions without using the ChARM Patient Portal. Until now, patients can fill the consent forms only from the ChARM Patient Portal. We have simplified that workflow now and allow patients to give their consent while joining the teleHealth session.

To support this workflow, we have included a new Questionnaire Type named 'Consent Form'. You can create the consent forms for telehealth sessions from the Settings > Questionnaire section.

Click on the '+Questionnaire' button and choose the Questionnaire Type as 'Consent Form'. Use the '+Add Items' button to add the required content.

If you have any existing consent forms created as 'General Questionnaire', use the 'Change Questionnaire Type' option to convert them as Consent Forms.

Once you have created the consent forms, assign them to the Providers/Visit Types from the Settings > Questionnaires > Preferences section. The consent forms assigned here are automatically shared with patients when they schedule appointments from the Web Embed Calendar on your website or from the ChARM Patient portal.

As the next step, go to the Settings > ChARM TeleHealth > Preferences section and enable the option to mandate the patients to fill consent forms for the telehealth sessions.

Once these configurations are done, patients are mandated to fill the consent forms while joining the telehealth session using the Join URL.

The consent forms filled by patients are accessible from the Encounter > Questionnaires section. We believe this feature simplifies the process of getting telehealth consents and improves the patient experience.

If you have any questions about this feature, please contact us at support@charmhealth.com

Patient History Questionnaire Widgets

We are excited to announce major enhancements to ChARM Questionnaires that provide additional widgets to collect Patient History and auto-populate the patient filled data into the Chart Note. This eliminates the time spent by the providers in manually copying the data from Questionnaires to Chart Note.

To allow the seamless flow of data from the Questionnaire to Chart Note, we have provided an option to include the Subjective Templates (list below) created in your practice as widgets within the Questionnaire.

To use these new questionnaire widgets, go to the Settings > Questionnaires section. Create a new questionnaire or edit an existing questionnaire that you have in your account.

Click on the '+ Items' button and choose the required widget type (eg 'History of Present Illness').

Once a widget type is selected, the related practice templates available on your account are listed. Choose the template that you want to include in the questionnaire.

Include all the required widgets and save the questionnaire. Then share it with patients while scheduling appointments or from the 'Messages' section.

Patients can fill the shared questionnaire from their ChARM PHR account. Widgets included in the questionnaire are rendered in line with the rest of the questionnaire content.

Providers can view the questionnaires filled by patients from the Encounter > Questionnaires section. If there are any widgets included in the questionnaire, a 'Reconcile' option is provided to copy the data to the Chart Note.

Use the 'Reconcile' button to populate the data filled by patients into the Chart Note.

The Reconcile Window shows the widgets and the answers filled by the patient. Click on the 'Add' button shown next to the widget and then click on the 'Preview' button.

Verify the final data to be copied to the Chart Note and then click on the 'Save' button.

Once reconciled, the templates and the patient filled data will get automatically added to the SOAP Encounter.

If you are using a Comprehensive or Brief Encounter, the patient filled data gets added as text content under the respective sections.

We believe these enhancements improve your practice workflow and reduce the time spent on patient encounters.

If you have any questions about this feature, please contact us at support@charmhealth.com

Multi-Select Option Format

We have enhanced the display format of the multi-select options in the Chart Note. Till now, the multi-select options were shown on a single line, separated by a comma.

From now on, the multi-select options are shown one by one, with a hierarchy. We believe this change enhances the Chart Note format and makes it more readable.

A sample multi-select hierarchical option in a template and the final Chart Note content are shown below.

Multi-Select Option in Template

Chart Note Content

In case if you prefer to retain the previous display format (single line with comma separated), you can choose that from the Settings > Encounter > Preferences section.

Manage Injections

We have also provided an option to manage the injections added to your ChARM account.

To add or remove injections, go to the Settings > Injections > Manage Injections section.

This section lists all the injections that are added from your ChARM account. If you are not using any of the already added injections, you can delete them from here.

Once an injection is deleted, it will not be listed in the search bar while adding a new injection for patients. Deleting an injection will not remove the entries that are already added to patients.

If you have any questions about this feature, please contact us at support@charmhealth.com

Facility Time Zone Enhancements

In our recent update, we have enhanced the ChARM Calendar to support practices with facilities located in different time zones.

As you are aware, you can configure the time zone of your facility from the Settings > Calendar > Facility Timings section.

If there are multiple facilities in your practice, you have to configure the time zone for each.

To make the time zone selection simpler for the practices from the USA, by default, we show the 7 commonly used time zones across the USA. If you would like to view the complete timezone list, choose the 'Display All Time Zones' option.

The ChARM Calendar renders the appointments and events based on the time zone of the facility that is selected on the top band of your ChARM account.

The time zone of the current facility is shown on the calendar, and the appointments/events are shown with that time zone.

If the facility on the top band changes, the appointment time auto-converts to the time zone of the current facility. This helps when you are viewing the appointments of multiple facilities (each with a different time zone) together in ChARM Calendar.

For example, the appointment shown in the above screenshot auto-converts to the 'US/Pacific' time zone, when the facility is changed.

This auto conversion helps in viewing the appointments of multiple facilities together and in finding the providers' availability while scheduling appointments from EHR, PHR and Web Embed.

If you have any questions about this feature, please contact us at support@charmhealth.com

SOAP Encounter Enhancements and Patient Alerts

We are glad to announce a couple of new features included in ChARM EHR.

1. Quick Navigation in SOAP Encounter

Scrolling up and down is tiresome and time-consuming work, especially while documenting patient encounters with a lengthy SOAP template. To address this problem, we have provided a quick navigation bar on the left side of the SOAP encounter.

Clicking on the navigation bar (eg. CC, HPI, ROS, etc.) will take you to the respective section of the Chart Note, without manual scrolling. The navigation bar also highlights the section that you are currently working on in the SOAP encounter.

If there are more sections in your SOAP template, use the up and down arrow to access them.

2. Individual Section Template Association to SOAP Encounter

Until now, only SOAP templates can be loaded into the SOAP encounter. Many of you requested to allow loading individual section templates (HPI, ROS, etc) as well, in the SOAP encounter, for which we have provided the support now.

To load a section template, click on the 'Down' arrow provided at the left side of the 'Search Template' input box. Choose the required template type, search, and load the template.

Also, you can click on the 'Templates' link provided on the individual sections of the Chart Note to load templates specific to that section.

All templates associated with the SOAP Encounter can be viewed by clicking on the list icon on the right side of the 'Search Template' input box. Refer to the image below.

3. Patient Alerts

In addition to the existing 'Sticky Notes' feature, we have provided an option to record critical information about patients that need to stand out. The alerts added to patients are made highly visible and shown as a popup whenever you open the patient chart.

To add patient alerts, go to the 'Patient Dashboard' > 'Alerts' section and click on the '+Alert' button

Additionally you can also click on the '+' icon provided on the top right band of the patient and click on the 'Alert' menu.

Then enter the alert description. You can also add the commonly used alerts in your practice to the 'Alert Master List'. This helps to quickly search and add the alerts from the master list, instead of typing them for each patient.

If the patient has some linked patients (family members) and you want to add the alert to all of them, you can do that as well.

When the patient has some alerts added, it will be shown as a popup whenever you open the patient chart.

Alert Notification is shown in other sections as well, on the right band of the patient dashboard, while searching patients and booking appointments, etc.

You can also manage the 'Alert Master List' from the Settings > Patient > Alerts section. In this section, you can have the patient alerts commonly used in your practice.

If you have any questions about this feature, please contact us at support@charmhealth.com

ChARM Wellevate Integration

We are excited to announce ChARM – Wellevate integration, which makes the provider’s job of prescribing the right supplements for their patients, easier. Any Prescriber who has a Wellevate account can use this integration. We also provide the option to create supplement templates for conditions you frequently treat, to help you in saving your time.

WellevateSM, a next-generation online patient dispensary was designed based on feedback from health care practitioners and patients. It is a simple, easy to use tool that helps practitioners recommend the highest quality products to their patients, simplified ordering, and ultimately improve patient's ability to follow their practitioner's recommended protocol.

To learn more about this feature and to explore, please click on the links below.

https://www.charmhealth.com/resources/addons/wellevate.html

Please check out the video below to explore the ChARM - Wellevate Integration.

If you have any questions about this feature, please contact us at support@charmhealth.com

Attention Practice Admin and Office Managers!!

Facility Timezone will be made mandatory in ChARM Calendar from July 18, 2020.

If the facility timezone is not updated, you will NOT be able to view the already scheduled appointments, and events in ChARM Calendar, from July 18, 2020.

Please make sure the timezone configured under the Settings > Calendar > Facility Timings section of your ChARM account is correct.

If there are multiple facilitates in your practice, check if the timezone is configured for each of them.

If you have any questions about this feature, please contact us at support@charmhealth.com

Customize PHR Modules

An option to customize the modules in the ChARM Patient Portal (PHR) is a widely requested feature. We are glad to announce the support for that now.

The Practice Administrator can turn on/off the modules to be shown in the PHR account given to patients.

Go to the Settings > PHR > Preferences section.

Uncheck the modules that are not used in your practice and click on the 'Save' button.

Only the configured modules are shown to patients in the ChARM Patient Portal.

If you have any questions about this feature, please contact us at support@charmhealth.com

ChARM Connect

We are excited to announce ChARM Connect, a HIPAA compliant secure instant messaging platform for practice members and patients.

The ChARM Connect platform is integrated within the ChARM EHR workflow that allows you to seamlessly interact with patients and practice members, without moving out of ChARM.

In the current unprecedented situation, we believe ChARM Connect will mitigate the problems that you face in securely interacting with practice members and patients. Also, we are glad to inform you that, you can subscribe and use the ChARM Connect service FREE TILL
END OF JULY 2020.

Please go through the video below to learn more about the ChARM Connect.

Subscribing ChARM Connect

The Practice administrator of your account can subscribe to the ChARM Connect service from the ‘Add-Ons’ section.

Click on the 'Plug' icon on the right band to go to the ‘Add-Ons’ section.

Click on the ‘Connect' add-on and then subscribe.

Features of ChARM Connect

Secure communication between Practice Members

Secure Communication with Patients

1 on 1 Chat

You can have 1 on 1 chat with any of your practice members, from the chat bar located at the bottom of your ChARM EHR account.

Go to the ‘Contacts’ tab, search the member, and start the conversation.

Document Sharing

Using the ChARM Connect platform, you can also securely share documents with other members.

Click on the Attachment icon on the chat window and select the file to be shared. The file gets instantly shared and accessible to other members.

Group Chat

Group Chat feature allows you to bring in more people to a conversation.

To create a group chat, click on the ‘Smart Chat’ text on the chat bar, or use the short cut key ‘Ctrl+Space’.

The smart chat window lists the already created chats, contacts, and channels. Click on the ‘Bulb’ icon on the top right corner to know the syntax to create a group chat.

Use the ‘@’ key to select members to be added to the group chat and the ‘#’ key to specify the group title. If required, you can give a chat message and then press enter.

Once a group chat is created, you can view the members part of that using the ‘Participants’ link on the top of the chat window.

To add a new member to the group chat, use the ‘+’ key in the chat window.

Facility Channel

You can streamline all the official communication across your practice using Office Channels. ChARM Connect provides four types of office channels.

The Facility channel is used for facility -wide discussions. All the facility members can access and communicate using this channel

Multiple facility channels can be created based on the topic of discussion.

Role Channel

Role channel is used for discussions among members of a particular role. For example, you can create a channel for the ‘Physician’ role, which is accessible only to the physicians in your practice.

Announcement Channel

Announcement channels are read-only channels used for facility-level announcements. Only admins can post messages in this channel and, others can only view them.

Private Channel

In addition to Facility, Role, and Announcement channels, you can also create private channels with selected members of your practice. Private channels are accessible only to the members who are part of the channel.

Patient Channel (Internal)

The Internal patient channel allows you to create a dedicated channel for internal discussions about a patient. Practice members with necessary role privileges can access and participate in this channel. This channel is not accessible to patients.

Contextual Chat

ChARM Connect platform is tightly integrated with ChARM EHR that allows you to have contextual conversations within EHR workflow. For example, the provider can start a conversation from Encounter to discuss clinical procedures with Nurse. Similarly, once the patient checks-in, the front office staff can initiate a conversation from the calendar, to notify and discuss with the members concerned. Contextual Chat is also supported by other sections like Tasks, Labs, Images, Documents, etc. The conversations are tied to that context so that whenever you access a record (Encounter, Appointment, Task, etc.), you can view the related conversations as well.

External Chat (with other ChARM EHR users)

External Chat allows you to converse with ChARM EHR users outside your practice. This feature can be used for discussing the patient’s medical condition during referral and for sharing medical records with other practices that use ChARM EHR.

To initiate an external chat, go to the ‘Contacts’ section of the chat bar. Enter the email address of the person with whom you would like to chat and send a chat invitation. You can start the conversation, once the other person accepts your invitation.

Mobile Apps

In addition to the web interface, ChARM Connect iOS and Android apps enable you to chat from mobile phones. You will get an instant notification about new messages. You can also capture photos of medical records and share them with other members.

Patient Chat History

You can view all the discussions about a patient from the Patient Dashboard > Chat History section. This section lists the conversations that happened in Patient Channel and all other Contextual Chats related to that patient.

Search Chat History

All the conversations you had with practice members and patients are searchable.

To search through the chat history, click on the ‘… ’ icon available on the right corner of the chat window.

Then click on the ‘Message Search ’ menu.

Key-in the keyword to search and press ENTER. All the previous conversations matching the given keyword are listed. You can view the related message and continue the chat if required.

Role Privileges

Practice Administrator can authorize members to perform various actions in ChARM Connect using Role Privileges. Only members with required privileges can perform the associated actions.

Voice/Video Calls (Coming Soon)

We are also working on built-in Voice and Video calls in the ChARM Connect platform. Using this, your practice members can better collaborate over an audio or video call at any time. This feature will be available soon.

Patient Channel (External)

The external patient channel allows you to create a channel for interacting with patients. You can have a patient and a few of your practice members. Patients can post their questions that can be answered by the members. The external patient channel can be created only for patients having a Patient Portal account.

Patients can do live chat from their PHR account. Patient coordinators get instant notification whenever patients post messages on their channel. If required, patient coordinators can bring in providers or other practice members to the channel for answering the patients.

If you have any questions about this feature, please contact us at support@charmhealth.com

Compare Documents

In our recent update, we have provided an option to compare patient documents. This feature will help you to compare lab results, radiology images, or any other documents uploaded under the patient record.

To use this feature, go to the Patient > Documents section. Select any two documents and click on the 'Compare' button.

This opens both the documents, side by side, which you can compare and even show to patients while explaining their treatment.

If you have any questions about this feature, please contact us at support@charmhealth.com

Update Your Zoom Client

The Zoom Video platform has provided support for AES 256-bit GCM encryption in its latest release (5.0). The new Zoom Client provides added protection for the meeting data and greater resistance to tampering.

If you have subscribed to the ChARM TeleHealth service, please update the Zoom Client installed on your computer or mobile phones, before May 29,2020. Inform your patients to update their Zoom Client as well.

From May 30, 2020, providers and patients will be forced to upgrade to the latest version of the Zoom Client while joining the video session.

Please use the link below to download the latest Zoom Client.

https://zoom.us/download

Refer to the URL below for more details on the enhancements done in Zoom 5.0.

https://blog.zoom.us/wordpress/2020/04/27/its-here-5-things-to-know-about-zoom-5-0

If you have any questions about this feature, please contact us at support@charmhealth.com

Growth Chart and Referral Enhancements

In the recent ChARM update, we have done the enhancements below to the Growth Chart and Referral modules.

Growth Chart without Flash Plugin

Until now, Adobe Flash plugin is required to view the patients' Growth Chart in ChARM. It created problems, as Flash is not supported in iPad and also in the recent versions of Web Browsers.

We are glad to inform you that we have removed the Flash dependency for Growth Charts. Now, you can access the Growth Chart on iPad and the latest versions of Web Browsers.

To view the Growth Chart of a patient, go to the Patient > Vitals section. Click on the 3 Dots Icon and then the Growth Chart menu.

Attach Growth Charts and Image Results in Referrals

We have received many requests from you, to have an option to attach the patients' Growth Charts and Image Results during referral. We have provided support for that now. From now on, you can attach Growth Charts and Image Results while creating Referrals Outs for patients.

Sort Referrals by Date

We have also provided an option to sort the Referral Outs and Referral Ins created in your practice by Date.

If you have any questions about this feature, please contact us at support@charmhealth.com

Recall and Task Enhancements

We are glad to inform you of a couple of enhancements that we have done in the Recall and Task modules.

Custom Status for Recalls

Till now, there were only Pending and Completed statuses for Recalls. Now you can have custom statuses in addition to the default ones.

This helps you to manage the patient recalls more effectively. You can create custom statuses for recalls from the Settings > Patient Recall > Recall Status section.

Click on the '+ Recall Status' button to add a new recall status.

Once the custom statuses are added, you can assign them to recalls from the Patient Dashboard > Recalls section.

You can also generate a recall report based on these statuses from the Analytics > Recall Report section.

Filter Tasks by Owner and Priority

New options provided to filter the tasks by Owner and Priority.

Search Task Content

The search option is enhanced to support searching the task content and comments.

Print Tasks

We have also provided support for printing the tasks. Either you can print a particular task using the 'Print' option under the '...' menu, or you can select multiple tasks and print them together using the 'Print' option on the top band.

If you have any questions about this feature, please contact us at support@charmhealth.com

ChARM TeleHealth Enhancements

We are glad to announce a couple of enhancements listed below in the ChARM TeleHealth service. We believe these enhancements will improve your practice workflow and provide a better experience to patients and providers.

TeleHealth Join URL to Patients by SMS

Until now, the URL to join the video session was sent to patients only by email. Now, we have included a shortened Join URL as part of the appointment confirmation and reminder SMS sent to patients. This helps the patients to join the video session with ease, instead of going through the email.

Practice administrator can enable the Text Notification to patients from the Settings > Patient > Text / Voice Notifications section.

Remind Patients 1hr before the Video Session

In addition to the default appointment reminder that goes 1 day before the appointment date, you can now send a text reminder to patients 1 hour before the telehealth session.

Practice administrator can enable this option from the Settings > Patient > Text/Voice Notifications section.

Patient Check-in Notification to Providers

Notifying the providers once the patient joins the video session is a widely requested feature. We have provided support for that now.

Providers are notified with an inline ChARM notification and also by SMS. The practice administrator can enable these options from the Settings > ChARM TeleHealth > Preferences section.

If the ChARM Notification is enabled, providers get an alert in ChARM once the patient checked in, with an option to start the encounter right from there.

We have also provided an option to automatically change the status of the appointment (say from 'Confirmed' to 'Patient Joined') once the patient joins the video session. This can be also be enabled from the Settings > ChARM TeleHealth > Preferences section.

Appointment SMS to Providers

Similar to patients, now text messages can be sent to the providers once an appointment is booked, rescheduled, or canceled for them.

Practice administrator can enable the Text Notification to providers from the Settings > Patient > Text / Voice Notifications section.

The SMS is sent to the provider's mobile number configured under the Settings > Facility > Facility Members section.

If you have any questions about this feature, please contact us at support@charmhealth.com

Billing and Fee Schedule Enhancements

Enhancements in 'Procedure Codes' section of Encounter

Enhancements in Fee Schedule - Products are part of Fee Schedule now

Following are the enhancements done to to Billing 'Fee Schedules'. Fee Schedules can be configured under Settings > Billing > Fee Schedules

Products from Inventory are made part of Fee Schedule as part of this Fee schedule enhancement. Fee Schedule feature enables Practice to create multiple 'Fee Schedules ' for both Procedures and Products. Fee schedules can be selected at the time of creating Invoice. Follow the below steps to create the 'Fee Schedule'.

Enhancement in 'CMS1500 Form' of Claim

Enhancements in Calendar List View

There is an option provided to collect 'Copay/Payment' from the patient before starting the Encounter. Follow the below steps to collect the payment

Enhancements in Patient Search

We have provided an option to check 'Patient Due' details as part of 'Patient Search Bar'. This will be helpful for the Practice to quickly check the 'Patient Due' of the patient. '+ Invoice' option is also provided to create the Invoice quickly

Enhancements in Patient Responsibility (PR)' work-flow based on Secondary Claim of the patient

An option to collect payment for 'Patient Responsibility (PR)' portion of 'Primary Claim' after processing the 'Secondary Claim'. This option will be helpful for practices that process 'Secondary Claims' for the patients. Please follow below steps to enable this option

Enhancements in 'Invoices List View'

Enhancements in 'Outstanding Invoices' filter in 'Invoices List View'

When 'With Due & Patient Responsibility (PR)' option is selected in the 'Outstanding Invoices' filter, Invoices having due will be shown based on below conditions

Enhancements in 'Primary/Secondary Claim' filter in 'Claims List View'

Below new options are added in 'Primary/Secondary Claim' filter in 'Claims List View'

TeleHealth Security Enhancements

For enhancing the security of the TeleHealth sessions in ChARM, we have enabled the 'Waiting Room' feature for all ChARM TeleHealth users.

From now on, the providers have to explicitly allow the patients to join the video session. Though it is an additional step, it enhances security and prevents unauthorized users from joining the session.

Already, we do not allow patients to join the session before the providers join. When patients join before the providers, the below message is shown to them.

Once the provider starts the video session from ChARM EHR > Encounter section, the patient will be put into the waiting room, with a message as shown below.

When the patient enters the waiting room, providers get a notification in the Zoom interface. Click on the 'Admit' button, to allow the patient to join the session.

The 'Participants' tab also lists the people who are waiting to join the session.

Zoom Client Upgrade

We also strongly recommend you upgrade your existing Zoom Client installed on your computer or mobile phones.

The new Zoom Client has an additional tab with more security controls. From the 'Security' tab, you can lock the meeting, remove the screen share and chat options for patients, if required.

Please refer to the URL below to upgrade your Zoom Client.
https://zoom.us/download

If you have any questions about this feature, please contact us at support@charmhealth.com

Search Patients across Facilities

We have received many requests from practices with multiple facilities to have an option to search patients across the facilities.

Until now, the patient search in ChARM is restricted within the current facility, selected on the top bar.

We are glad to announce the support for searching patients across the facilities, without a need to switch the facility.

Practice admin by default has the privilege to search patients across all the facilities.

To enable this feature for other practice members, go to the Settings > Facility > Roles section.

Edit the required member role and go to the 'Patient Search Across Facilities' section.

Either you can give the privilege for members to search for patients across the facilities they are associated with or across all the facilities in the practice.

Members with required role privilege can search patients across the facilities, from the search patient option provided on the top band.

While searching, patients not part of the currently selected facility are highlighted with a message 'Patient not part of the current facility'.

When the members choose a patient who is not part the currently selected facility, then the facility selected on the top band is automatically switched to the patient's associated facility.

Members are also notified to inform that the facility has changed. This makes the rest of the operations like creating Encounter, Invoice etc. getting recorded under the proper facility.

If you have any questions about this feature, please contact us at support@charmhealth.com

Preloaded Values for SOAP Template

In an effort to reduce the time spent on writing the Chart Notes, we are glad to introduce the support for having preloaded values for SOAP templates.

This feature allows you to configure the values you prefer to auto-populate in the SOAP encounter. This saves your time spent in writing the Chart Notes from scratch and improves the patient interaction.

To configure the default values for your SOAP templates, go to the Settings > Templates section.

Click on the '3 Dots ' icon shown next to the SOAP template and then click on the ' Default Values'.

This loads the template content where you can configure the values that need to preload in the encounter.

Once you have entered the default values, click on the 'Save' button.

Templates with default values configured are highlighted with the text 'Default values configured '. You can edit the default values at any time from this section.

When you load the SOAP template in Chart Notes, the default values configured are pre-loaded, which saves the time in filling the template from scratch for every encounter.

If you have any questions about this feature, please contact us at support@charmhealth.com

Bulk SMS

We are excited to announce the support for sending Bulk SMS to patients in ChARM EHR.

Using this feature, you can send mass text messages to all the patients in your practice to communicate some information.

Enable Bulk SMS

To use the Bulk SMS feature, you have to subscribe to the ChARM Text Message add-on service. If you have not yet subscribed to the Text Message add-on, follow the steps below.

Go to the 'Add-ons' section by clicking on the 'Plug' icon on the right band.

Click on the 'Text/ Voice Notifications' and then subscribe.

Once subscribed, the Practice Administrator / Office Managers of your account can send mass SMS to all the patients.

To allow other practice members to use this feature, enable the 'View / Compose Bulk SMS' privilege for the required member roles, from the Settings > Facility > Roles section.

Send Bulk SMS

Members with the privilege to send Bulk SMS can send messages to all the patients from the 'Messages' section.

Click on the 'Down' arrow next to the 'Compose' button and then click on the 'Bulk SMS' option.

You can send the message to all the patients in a facility or patients part of a specific Patient Category

SMS will be sent to all the patients with the mobile number configured and 'Text Notifications' not turned off under the Patient Demographics > Patient Preferences section.

Enter the title of the message for your internal reference and the message content to be sent to the patients.

You also have an option to send the message immediately or scheduled at a later date/time.

Edit/Cancel Bulk SMS

All the Bulk SMS scheduled in your practice are listed under the Messages > Bulk SMS section.

From this section, you can edit the message content or cancel the message before it is sent to the patients.

For doing that, click on the message and use the respective options provided.

If you have any questions about this feature, please contact us at support@charmhealth.com

Upcoming Features

For the past couple of months, we have been working on some exciting new features that are widely requested.

The new features are planned to be rolled out during March and April 2020

Refer to the image below to know the features and keep a watch on this 'What's New' section for further updates.

If you have any questions about this feature, please contact us at support@charmhealth.com

Member Addition Workflow Changes

We have made changes to the member addition workflow, to verify the email address of the user added.

As per the new workflow, when you add a member to your practice an invitation will be sent to the email address given, with a link to set the account password. The member will be added to your practice, once he/she accepts the invitation.

To add a member, go to the Settings > Facility > Facility Members section.

Click on the '+Member' button.

Enter the member name, email address, role, and associated facilities. Then click on the 'Invite' button.

You can view the list of members invited from the 'Invited Members' tab.

Once the member accepts the invitation, he/she will be added as a member in your practice and listed under the 'Active Members' tab.

If you have any questions about this feature, please contact us at support@charmhealth.com

American Academy of Pediatrics (AAP) Templates

We are glad to inform you of the availability of the American Academy of Pediatrics (AAP) Bright Futures forms and materials, for documenting patient visits in ChARM EHR.

Click on the URL below to view Templates, Questionnaires, and Handouts available in the 'Bright Futures Tool and Resource Kit'.

https://toolkits.solutions.aap.org/bright-futures/home

This also includes the comprehensive collection of more than 280 patient education handouts from telehealth pioneer Barton Schmitt, MD, FAAP.

https://patiented.solutions.aap.org/handout-collection.aspx?categoryid=45755

Follow the steps below to use these resources in ChARM.

Go to the 'Add-ons' section by clicking on the 'Plug' icon on the right band.

Click on the 'AAP Templates' add-on.

Submit a request by clicking on the 'Request' button.

Once we receive your request, we will send you the procedure to get the paid license from AAP for using these resources. There is also a service fee involved for importing the licensed templates to your ChARM account.

If you have any questions about this feature, please contact us at support@charmhealth.com

Direct Message

Direct Message is a secure HIPAA compliant standard for exchanging health information between physicians, hospitals, labs, and other healthcare providers.

It is specifically designed for the exchange of patient health information across different EHR vendors. Sending medical records using e-mail, fax, or snail mail is not secure, as the details can be accessed by unauthorized users.

On subscribing to this service, you will get a unique Direct Address (XXX@direct.charmhealth.com) using that you can communicate with anyone who also has a Direct Address. This will be handy while sending or receiving referrals to providers outside your practice that use ChARM or any other EHRs.

MU attestation mandates sending the summary of care record through Direct Message during patient referrals. Hence if you attest for MU, Direct Message is a mandatory requirement for you.

Follow the steps below to enable and use this feature in ChARM.

Request for Direct Message

Practice Administrator or Office Manager of your account can request for enabling Direct Message from the 'Add-ons' section.

Go to the 'Add-ons' section by clicking on the 'Plug' icon on the right band.

Then click on the 'Direct Messages' add-on.

Submit a request by providing the required details like Facility NPI, Provider NPI, etc. You can also specify your preferred username in the Direct Address.

Enable Direct Message

ChARM partners with DataMotion Inc, an accredited, carrier-grade health information service provider (HISP) for providing the Direct Messages service.

We will process your request and provision a DataMotion account for you. Once provisioned, you will be notified by email with further steps to follow.

First, you have to set a password for your DataMotion account, using the link sent in the email.

Then configure the DataMotion account password in the Settings > Direct Message > Preferences section of your ChARM account. This will allow you to send and receive Direct Messages directly from your ChARM account.

Use Direct Message

Once you have updated the DataMotion account password in ChARM, you can send Direct Messages from the Message and the Referral Out sections of your ChARM account.

Under Messages, you will get a separate section to view the Sent and Received Direct Messages.

To send a Direct Message, click on the Down arrow shown next to the Compose button and then click on the 'Direct Message' option.

In the message compose window, key-in the Direct Address of the recipient or do a search from the 'Provider Directory' configured under the Settings > Directory section. Enter the subject and the message content. If required, you can also attach some documents and then send the message.

Similarly, you can also use the Direct Message for sending the Referral Requests to external providers.

To transmit the referrals by Direct Message, use the Transmit > By Direct Message option available under the Referral Out section.

If you have any questions about this feature, please contact us at support@charmhealth.com

External Device Integration

In ChARM, we always strive to improve the user experience by providing tools to make the data entry simpler.

Here comes the support for connecting with external devices to auto-transmit the health parameters to your ChARM account. At this time, we support scales from Health-o-meter, Tanita and Valhalla. Work is in progress to support more such vendors.

If you use these scales in your practice and are interested to automatically store the measured data in ChARM, follow the steps below.

Request for Device Integration

Go to the 'Add-ons' section by clicking on the 'Plug' icon on the right band.

The Add-ons section lists all the add-on services available in ChARM. The services subscribed by your practice are shown as 'Enabled'.

Choose the device with the model number that you use in your practice. If your device is not listed, choose the 'Others' option and enter the name along with the model number.

Once we receive the request, we will work with you to connect your device with ChARM.

Auto-transmit the Data

After the device integration completes, the data from the scale auto-populate the corresponding fields in the Patient > Add Vitals section. This eliminates the time spent by your staff in manually keying in the data in ChARM.

If you have any questions about this feature, please contact us at support@charmhealth.com

Electronic Patient-Reported Outcome (ePRO)

Enhanced treatment adherence and outcomes can be obtained by giving attention to patient feedback on healthcare outcomes and behavioral changes.

To achieve this, we are excited to announce the Electronic Patient-Reported Outcome in ChARM that allows patients to report their symptoms and behavioral changes periodically. The data collected from patients help the providers to better understand the efficacy of the treatment offered.

Follow the steps below to use this feature in ChARM.

Create a Flowsheet

As the first step, create a flowsheet from the Settings > Flowsheet section, with the list of parameters that patients need to track and report periodically.

Click on the '+Flowsheet' button.

Enter the name of the flowsheet and use the components on the left menu to build the parameters to be tracked by patients. Then click on the 'Save' button.

Share Flowsheet with Patients

Then you have to share the created flowsheet with patients.

Either you can share the flowsheet with all the patients or share to individual patients on need basis.

For sharing to all the patients, edit the flowsheet and select the 'Share this flowsheet with all patients' option. Also, specify how frequently the patients need to fill the flowsheet.

For sharing to specific patients, go to the Patient Dashboard > Flowsheet section. Add the Flowsheet and then share it with the patient.

Data Entry by Patients

Once the flowsheet is shared, patients can fill it at the specified interval from the Patient Portal > Flowsheets section.

View the Filled Data

Data filled by a patient is accessible from the Patient Dashboard > Flowsheet section. The flowsheet lists both the data filled by the patient (from PHR) and the data added by your practice members (from EHR). Patient filled data is shown with a different color and a 'Filled by patient' label, to distinguish it from the practice filled data.

You can also generate a report of data filled by all the patients from the Analytics > Flowsheet Report section.

Choose the required flowsheet, enter the date range and generate the report.

Data filled during the given period are shown in a tabular view with an option export that as a CSV file.

If you have any questions about this feature, please contact us at support@charmhealth.com

Pre-screening Form

Do you need to get additional information about new patients that book appointment from your website (Web Embed)?

Here comes the ChARM Pre-screening Form that allows you to define your own set of questions and mandate the first-time patients to fill them when requesting for an appointment.

Follow the steps below to use this feature in your practice.

Create a Pre-screening Form

You can create a Pre-screening form from the Settings > Questionnaires section.

Click on the '+Questionnaire' button.

Enter the name of the form and choose the 'Questionnaire Type' as 'Pre-screening Form'.

Add the required questions using the components provided and then save the questionnaire.

Assign Pre-screening Form to Providers

Once you have created a Pre-screening form, you have to assign it to providers from the Settings > Calendar > Online Appointments section.

Either you can have the same Pre-screening form for all the providers or have different forms for each, based on their specialty.

Fill Pre-screening Form

The Pre-screening form assigned to providers is shown to new patients when they book an appointment from your website (Web Embed).

New patients need to fill the Pre-screening form and then submit the appointment request.

View filled Pre-screening Form

The Pre-screening form filled by patients is accessible from the Calendar > Appointment Requests section.

Before confirming the appointment request, click on the 'Pre-screening Form' link to view the details filled by the patient.

Once the appointment is confirmed, you can access the filled Pre-screening form from the Patient Dashboard > Patient Details > Questionnaires section.

If you have any questions about this feature, please contact us at support@charmhealth.com

Google Calendar Bi-directional Sync

As you are aware, ChARM EHR supports syncing your ChARM Calendar with Google. Until now this was one-way sync, from ChARM to Google.

We are excited to announce a two-way sync between ChARM and Google calendars. This helps you to keep your schedules up-to-date in both ChARM and Google.

You can enable this feature from the Settings > Calendar > Google Calendar section.

The data shared between ChARM and Google are listed for your reference.

Give your consent to share data between ChARM and Google and click on the 'Choose your Google Account' button.

Login to your Google Account and allow ChARM to access your schedules.

Select the type of synchronization required. You can choose either ChARM to Google, Google to ChARM or Bi-directional sync and click on the 'Next' button.

In the next screen, choose the required Google calendar to sync. Either you can choose an existing calendar or create a new one.

For the 'Google to ChARM' sync, you can mention whether to show the description of Google Events in ChARM. You can uncheck this option if you just want to block the timings in the ChARM calendar without sharing the event description with your practice members. Then click on the 'Sync' button.

This completes the setup and the synchronization starts. At any time, you can cancel the sync or change the Google calendar from Settings > Calendar > Google Calendar section.

The events synced from Google to ChARM are shown with a notation 'GE'. This helps to distinguish the events created directly in ChARM against the events synced from Google. Click on the Google event to view the description and additional details.

If you have any questions about this feature, please contact us at support@charmhealth.com

Auto-share Questionnaires with Patients

ChARM Questionnaires eliminate the paper intake forms and allow patients to complete them online before their visit. This drastically decreases the patients' waiting time and reduces the workload of your staff.

For making this process even simpler, we have provided an option to automatically share the questionnaires with patients once the appointment is scheduled.

To initiate the auto-sharing, assign the questionnaires to your Providers/Visit Types from Settings > Questionnaire > Preferences section.

Either you can assign some questionnaires for all the providers and visit types or have different questionnaires for each.

The configured questionnaires are automatically shared with patients when they book an appointment from ChARM PHR or your practice website (web embed).

Also, when the practice staff book appointments from the EHR calendar, the related questionnaires are automatically checked. This saves the time spent in manually selecting the questionnaires for every appointment.

If you have any questions about this feature, please contact us at support@charmhealth.com

Working Hour Exception

Working Hour Exception is a new feature that helps to alter providers' availability on specific dates, without modifying their default working hours.

For example, you can add an exception to work on a day, in which normally you will not work and vice-versa. You can also modify your working hours on a day using exceptions.

This feature is available under the Settings > Calendar > Provider Timings section.

By default, you can configure the regular working hours of a provider at a facility. Whenever there is a change to the default work timings, you can add it as an exception.

To add an exception, click on the '+ Exception' button and choose the exception type.

If the exception type is 'Working', select the date and the working hours. To open this date on the online calendar (web embed or phr), choose the 'Allow Online Booking' option.

Similarly, you can add exceptions to not work, on specific dates or for a period.

We have also enhanced the Vacation Reply settings, to automatically block your calendar for the vacation period.

Once you have enabled the vacation reply, select the 'Mark these days as non-working in calendar' option to block your availability on the calendar.

If you have any questions about this feature, please contact us at support@charmhealth.com

Birthday Wishes for Patients

Sending birthday wishes to patients is a widely requested feature. We are excited to announce the support for that now.

Practice Administrator can turn-on this feature from Settings > Patient > Text/Voice Notification section.

Subscribe to the Text(SMS) add-on service (if not done already). Then choose 'Required' for 'Birthday Wishes' notification and save the configuration.

Once enabled, the birthday wish message is automatically sent to patients. You can view and edit the default message content, by clicking on the 'Edit Text Content' button.

If you have any questions about this feature, please contact us at support@charmhealth.com

Patient Satisfaction Survey

Patient satisfaction is crucial for better clinical outcomes and patient retention.

We know the importance of that and are excited to announce the integrated survey module in ChARM EHR.

This feature allows you to measure patients' satisfaction and get their feedback on the treatment offered.

Follow the steps below to enable this feature for your practice.

Create Feedback Form

As a first step, you have to create a 'Feedback Form' from the Settings > Questionnaire section.

Click on the '+Questionnaire' button.

Enter the name of the form and choose the 'Questionnaire Type' as 'Feedback Form'.

Add the required questions using the components provided and then save the questionnaire.

Assign Feedback Form to Providers/Visit Types

Once you have created a feedback form, you have to assign it to Providers/Visit Types from Settings > Questionnaire > Preferences section.

Either you can have one feedback form for all the Providers and Visit Types or have different forms for each.

Share Feedback Form

The feedback form assigned to the Provider/Visit Type is automatically sent to patients once the encounter is signed.

We support sending the form by Email and SMS. You can configure the required sending option(s) from Settings > Questionnaire > Preferences section.

Fill Feedback Form

Patients can fill the form using the link provided in the email or SMS.

Receive Filled Notification

Providers get a notification message in ChARM once patients fill the form. The message also has a link to view the details filled by the patient.

If required, providers can turn-off the notification message from Settings > Message > My Preferences section.

View Feedback Report

Feedback provided by individual patients are listed along with the other questionnaires, under Patient Dashboard > Patient Details > Questionnaires section.

You can also get an insight into the feedback across patients from Analytics > Feedback Report section.

New Year New Features

Team ChARM wishes you a Happy New Year and a Prosperous Decade 2020

We appreciate your business and wish you the best in the coming year.

We have rolled out some exciting new features and updates this brand new year.

Keep watching this space for more details on these features.

Automated Booking Assistant

Automated Booking Assistant is available for practices in the US and Canada. It enables practices to reduce no-shows and increase patient outcomes. It reduces the load on the front desk staff by enabling patients to reschedule their future or missed appointments without having to call them. It also helps waitlisted patients to take the slot of a canceled appointment. The front desk is freed from manually filling the slot by calling each of the waitlisted patients.

Procedure to Enable Automated Booking Assistant

This feature requires Text Notifications also to be enabled. To enable this, go to Settings > Text/Voice Notifications page and click on the Subscribe link.

Once subscribed, navigate to 'Automated Booking Assistant' section and click on 'Enable Automated Booking Assistant'.

This will open a dialog to select a phone number for the practice. Search by Area Code or beginning 6 digits to filter available numbers and click on 'Select' to select a number.

All text/voice notifications for the practice, will henceforth be sent from this number.

Now enable one or more of the 3 options to start using this feature.

Confirm/Cancel/Reschedule Future Appointment

This feature requires 'Appointment Reminder' to be enabled. This setting is available under 'Settings > Patient > Text/Voice Notifications > Text Notifications' section.

A message is appended to the usual reminder message: 'SMS 1 to Confirm, 2 to Cancel, 3 to Reschedule'. The patient can reply to the SMS to Confirm, Cancel or Reschedule their appointment. When they choose to reschedule, they are sent a link to a page that guides them to select a date and time slot and book an appointment. The link is valid for 2 hours.

The patient is sent a link to reschedule their future/missed appointment. The page guides the patient to select a date and time slot to book their appointment.

Auto fill Canceled slots with Waitlisted Patients

When an appointment is canceled, the waitlisted patients are messaged one by one, based on priority. They can reply to take the slot. If the first patient replies in negative or has not replied within 15 minutes, then the second patient on the waitlist is messaged. It goes on till the slot gets booked or all patients are messaged. Please set 'Visit Type' in appointments and waitlist, so that a free slot is filled with a waitlist of appropriate visit type.

Rescheduling Missed Appointments

By the end of the day, the front desk staff has to change the status of all missed appointments to 'No show' (Appointment Status is configurable). The patients who missed an appointment the previous day, who don't have an appointment in the next 7 days, are sent an SMS with a link to reschedule. The patient can click on the link and pick a date and one of the available slots to reschedule their appointment. The link is valid for 2 hours.

Conversation View in Messages

The messages section also shows the messages exchanged back and forth in a conversation view.

Billing Packages

We are glad to introduce the 'Billing Packages' feature which allows the practices to create Packages for a set of Procedures/Treatments that can be used by the Patient over a period of time, say 6 months or 1 year.

Once the patient buys a package, the system keeps track of the package and shows the available services in the package. The package can also be shared between the family members of the patient.

Creating a Billing Package

Under Settings, the Practice can create all the custom Billing Packages at once by following the steps below,

Selling Packages to the Patient

After creating a Billing Package, it can be sold to the Patient by adding the Billing code of the package in Invoice. Once the Invoice is approved, the Package will be mapped to the patient, and the patient can start using the package.

Billing Package details on Patient's Dashboard

If a package is available for the patient, a 'Billing Package Icon' will be shown on the Patient's dashboard. It shows the available services in the package besides the last used details. Click on the 'Show All Visits' link to view the usage of the package during the previous visits of the patient.

• Packages Sold Report
• Package Services Usage Report

Billing Fee Schedule

1. Billing - Enhancements in 'Procedure Codes'

An option is provided to configure default 'Discount Amount' or ' Discount Percentage ' for 'Procedure Code' by following steps

2. Billing - Enhancements in 'Fee Schedule'

An option is provided to create 'Fee Schedule' specific to Provider or Patient. As part of the 'Fee Schedule', you can specify either 'Charge' or 'Discount Amount' or 'Discount Percentage' for 'Procedure Codes'.

How to create provider specific "Fee Schedule"

How to create patient specific "Fee Schedule"

Reordering option for "Fee Schedules"

'Drag and Drop' option is provided to reorder Fee Schedules under the 'Settings > Billing > Fee Schedule ' section. This option will be helpful for the practice to keep preferred 'Fee Schedule ' at the top position.

If you have any questions about this feature, please contact us at support@charmhealth.com

Billing Dashboard Enhancements

We are constantly working to improve the Practice's Billing experience in ChARM. Here's a summary of what has changed.

'Billing Dashboard' is a simple view, but a powerful feature which brings in all the Billing Activities in a single page. This feature can empower Practice with better Billing Management capabilities. 

Billing Dashboard is a collection of components which we call it as widgets. We have picked billing modules and carefully designed these widgets to serve the purpose. 

How can a Practice use Billing Dashboard ?

Given below the list of available widgets in Billing Dashboard.  

To view, navigate to Billing > Dashboard. The first two 'General' widgets will be shown in the dashboard view. Click the 'Show More' link to view other widgets.

Practice can personalize these widgets based on their needs using 'Billing Dashboard Settings'.

Watch List

This widget helps the practice to view important billing data in consolidation. Practice Members can click separate items to get finer details and take actions accordingly. 

Invoices and Receipts

This widget allows the practice to see the trends of sales and payments received across a selected Date range, can compare modules to see the actual payment flow. Invoices Total and Receipts Total show consolidation values.

Patient Receivables and Payer Receivables

This widget allows the practice to find aging A/R from the Patient/Payer separate and helps them understand whom to collect.

Invoices by Status

This widget allows the practice to compare and find Invoices by its 'Status'. Invoices can be in 'Draft', 'Unpaid', 'Partially Paid', 'Paid', 'Canceled' status. Practice can prioritize the invoices and take action.

Top 10 Procedures

This widget allows the practice to find the top 10 procedures billed by its 'Total Amount' sold (or) by its 'Total Quantity' used. Practice can see the trend to find the popular services rendered in its facility.

Receipts by Payment Method

This widget allows the practice to compare Payments from different methods. Practice can also use this to crosscheck the payments received in different accounts.

Encounter Billing Summary

This widget allows the practice to compare encounters in different billing state. Practice can prioritize the encounters and take action accordingly.

Patient Communication Modes

This widget allows the practice to compare the communication modes of the patient. 

PHR is a patient portal that gives a personalized feel for a patient. All the patient billing will be reflected in PHR. Practice can direct the team to improve the PHR count. This can improve the practices of engagement with the patient.

Invoices and Statements Sent

This widget allows the practice to compare, see the trends of Invoices sent, and Statements sent to the patient.

Claims by Status

This widget helps the practice to view claims in different status. Data can be viewed based on Encounter Date or Claim Date. Practice can work on claims based on its status.

Payments by Patients and Payers

This widget allows the practice to compare, view payment trends from patients and payers. 

Top 10 Products

This widget allows the practice to find the top 10 products billed by its 'Total Amount' sold (or) by its 'Total Quantity' used. Practice can see the trend to find popular products sold in its facility.

Invoices by Procedures and Products

This widget allows the practice to compare the procedures rendered and products billed across the date range. 

Settings

Practice can personalize the widgets needed in the dashboard view. Practice can disable widgets that they do not require and reorder them based on preference. To personalize, click on the 'Billing Dashboard Settings' icon, as given below. 

Other

1. Information Icon helps Practice to know more about the widgets.

2. Practice can print the complete dashboard based on personalized order. Click the 'Print' icon to print the dashboard.

3.  Practice can click chart data/ table data to get finer details. Also, you can export the list in PDF / CSV format.

If you have any questions about this feature, please contact us at support@charmhealth.com

Payment Gateway Enhancements

1. Card On File Report

As part of this enhancement, a new report 'Patient Card on File Report' is added. This report shows the list of Cards on File of the patients. Practice can use this report to view the last successful and failed transactions made from the card. Using this reports practice can identify the list of expired cards on the file of the patient. This report is available under 'Billing > Reports > Payment Gateway Reports'.

Practice can use the Group Report by 'Card Expiry' option to group the cards based on the expiry of the card.

Using this report, the practice can view the last successful transaction date, last failed transaction date and failure reason of the transactions made from the card on file.

2. NickName for Card on File

This feature enables the practice to add a nickname for the saved cards on file. This will be helpful to differentiate the cards on file for the patient having multiple cards on file.

Practice can add a nickname when the new card is saved in ChARM. Practice can use the 'Edit Card Details' option that is shown on each card to add a nickname for existing cards.

If you have any questions about this feature, please contact us at support@charmhealth.com

E-Commerce Enhancements

E-Commerce for practice without Payment Gateway Integration

E-commerce add-on enables practices to sell products in Inventory to patients through the ChARM PHR portal. As part of this enhancement, a new option is added which enables the practice to use the E-Commerce add on feature without Bluefin Payment Gateway integration. Prior to this enhancement Bluefin Payment Gateway integration was mandatory to use this feature. Using this feature the patients will be able to place the order without making an online payment from their PHR portals.

Option to add multiple shipping methods in Own Shipping

ChARM is integrated with UPS (United Parcel Service) and USPS (United States Postal Service) to calculate the shipping charges of the E-Commerce orders placed in PHR and there are some practices that are using these shipping services. Apart from this, there are other practices which use their own shipping services by configuring their own range of shipping charges, based on the total order cost.

As part of this enhancement, the practices which are using 'Own Shipping Services' can add multiple shipping methods and can configure their own range of shipping charges for each these shipping method. Once these are configured in EHR, patients will be able to choose the shipping method at the time of placing the order in PHR.

If you have any questions about this feature, please contact us at support@charmhealth.com

ChARM Scanner Interface Upgrade

To support ChARM Scanner interface in the latest Mac OS (Catalina), we have upgraded Dynamsoft scanner plugin from V14 to V15.2.

If you have subscribed for ChARM Scanner Interface, you have to re-install the plugin for the changes to take effect.   

You will get an option to download and install the plugin as shown below.   

Please refresh the browser, after installing the plugin.   

About ChARM Scanner Interface

ChARM Scanner Interface helps to scan and upload patient documents directly to your ChARM EHR account. This reduces the manual effort in scanning and uploading patient documents like Insurance, Photo ID, Lab Results etc.   

You can subscribe for the Scanner Interface from Settings > Facility > Scanner section of your ChARM account.   

Dictation Tool Preferences

A few of the dictation software does not support dictation in rich text editors. ChARM has come up with a work-around solution to address this limitation in our chart-note editors by converting them to plain text-area. If your Dictation tool does not work in a comprehensive rich-text area, you can convert it to plain text area by following the steps below

Note: ChARM EHR does not have any control over the data being transferred to your dictation tool. We recommend you to use HIPAA compliant personal speech tool for dictation. 

If your 'Dictation Tool' supports the import option for vocabulary, please download the below patient and provider name list and import them into your tool for better-named entity recognition. 

If you have any questions about this feature, please contact us at support@charmhealth.com

Handling Unmapped Electronic Lab Results

In ChARM EHR, the lab result received electronically from the lab will automatically be mapped to the patient based on the patient demographics ( First Name, Last Name, DOB ) in the result message. 

If the Patient Demographics received in the lab result message does not match with the Patient details available in the ChARM EHR account, they will be listed in the Lab Results section with the patient name as 'Unknown'. These results can be filtered and mapped to the corresponding patients manually by the users.

In our recent release, we have provided an option to filter the electronic lab results not mapped to patients in the 'Lab > Lab Results' section. Selecting 'Unmapped e-Results' checkbox lists the results unable to be mapped to the patient.

From the list, patients can be mapped using the 'Map Patient' link. In the 'Map Patient' view, patient demographics received in the result are shown on the top panel. Probable patient list with matching date-of-birth and gender are displayed by default. Users can either map a patient from the probable list or search a patient using the patient search field and map the appropriate patient.

If you have any questions about this feature, please contact us at support@charmhealth.com

Add Procedures to Invoices - Enhancement in Billing

This option enables the practice to add procedures to multiple Invoices at the same time. It could be helpful for practices in adding 'Late Payment Fee' to Invoices.

Card On File ( For Payment Gateway enabled Practices )

This icon helps the practice to view Invoices for which 'Card on File' is added to Patients. Payment Gateway should be enabled for the practice to add 'Card on File' to Patients.

If you have any questions about this feature, please contact us at support@charmhealth.com

Group Report by Column - Enhancement in Billing Reports

As part of this enhancement, we have added 'Group Report by' option in Billing Reports section. This feature will help the practice to group the reports list by any column in the report. This also gives report totals based on the 'Group By' column.

For example, Receipts List grouped by 'Facility Name' gives Receipts total for each facility, for the selected date range. Once the report is grouped, the underlying data can be viewed by clicking the 'Total' link on the respective row.

Receipts List grouped by 'Facility Name'

Grouped data can be exported either as CSV or PDF formats.  If 'Export all details with subtotals' checkbox is checked while the report is exported, exported data will have the groups with all line items in the report.  

Receipts List Grouped by 'Facility Name' 

If you have any questions about this feature, please contact us at support@charmhealth.com

Preferred Booking Window

We are excited to announce that you can now configure the booking window for your online appointments.

By default, the appointment booking closes 24 hours before the appointment time and patients can book 180 days in advance. You can change these values from Settings > Calendar > Online Appointments section.

This is a provider level configuration, which allows you to have different values for each provider in your practice. The configured booking window is used in both Web Embed and PHR calendars.

If you have any questions about this feature, please contact us at support@charmhealth.com

Billing Dashboard

Billing Dashboard gives an overall view of invoices, payments, receivables in a chart / tabular format. To view this, navigate to Billing > Dashboard. 

You can click on the chart bar to get finer details.

Roles & Privileges

Privilege can be given for practice members to view the Billing Dashboard. 

With role-based access feature, Practice Admin can enable this privilege for a member.

By default, we have enabled this view for the members having 'Billing Reports - View' privilege.

Dashboard Settings

Settings can be configured for Billing Dashboard view. 

You can do this by clicking the Settings link available in the Billing > Dashboard.

If you have any questions about this feature, please contact us at support@charmhealth.com

Opioid Risk Tool Questionnaires

Opioid Crisis is everywhere and the measures have been taken by States all over the US.

Amid this crisis, ChARM EHR would be happy to introduce our 'Opioid Risk Tool Questionnaire' to help the providers to know about the patient's Opioid Risk Score, at the time of the visit. This score may help providers in deciding on prescribing Controlled-Substance/Opioid to a patient. However, providers are not recommended to take a final call based on this score, rather this can be referred to as an additional input on their examinations and writing prescriptions.

Please visit https://www.drugabuse.gov/sites/default/files/files/OpioidRiskTool.pdf to know more on this tool and score calculation and its significance.

How to use Opioid Risk Tool(ORT) Questionnaire in ChARM EHR

Enable ORT Questionnaire for your practice under Settings > Encounter > Preferences

ORT questionnaires will be available for your practice and it can be seen in 'Settings > Practice Questionnaires'. In the questionnaire section, you can see two gender-specific questionnaires.

ORT questionnaires contain the standard ORT questions to calculate the Opioid Risk Score. These questions are not allowed to modify. 

While adding this questionnaire as a part of appointment booking or through Kiosk, one ORT questionnaire will be displayed based on the gender of the patient.

On creating an appointment, ORT questionnaire can be shared to the patient. Patients can fill this questionnaire from PHR account.

The patient can also fill the ORT questionnaire through Kiosk. The Opioid Risk Score is calculated based on the Yes/No type of answers they provide. 

This score is not visible to patients and can be seen only by the providers in chart-note & medications while adding prescriptions. 

Opioid Score view can be customized in the patient's face sheet. The latest score will be visible in Flowsheet.

Clicking on the Opioid Score section will list all the ORT questionnaires history of this patient.

If you have any questions about this feature, please contact us at support@charmhealth.com

Export / Fax specific Encounters of a Patient