CharmEHR
Integrated EHR with patient portal, billing, and telehealth for functional medicine. Here is every workflow Tabflows automates in CharmEHR for direct primary care clinics.
Automations
- Log after-hours HelpCare calls on the Charm chart
Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
Patient Messaging & Inbox - Prep Charm charts for new-patient visits booked in Calendly
Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
Scheduling & Patient Outreach - Block prep time on calendars for procedure visits booked in Charm
Block prep time on calendars for procedure visits booked in Charm
Procedure days never start with a scramble for room or supplies.
Scheduling & Patient Outreach - Fill Charm cancellations from the waitlist through Weave
Fill Charm cancellations from the waitlist through Weave
Canceled slots get filled the same day.
Scheduling & Patient Outreach - Reconcile CharmEHR medication lists against Akute after migration
Reconcile CharmEHR medication lists against Akute after migration
Medication lists stay accurate through the switch.
Prescriptions & Refills - Weekly check of Charm med lists against DoseSpot prescriptions
Weekly check of Charm med lists against DoseSpot prescriptions
Med lists stay accurate before the next refill or visit.
Prescriptions & Refills - Turn Spruce refill requests into Charm tasks with last fill date
Turn Spruce refill requests into Charm tasks with last fill date
Refill requests are triaged with the facts in one place.
Prescriptions & Refills - Flag stuck Vista Scripts compounding orders for Charm patients
Flag stuck Vista Scripts compounding orders for Charm patients
Patients hear about delays from you, not after they run out.
Prescriptions & Refills - File emailed specialist consult notes into Charm
File emailed specialist consult notes into Charm
Referral loops close without anyone digging through the inbox.
Referrals & Prior Authorization - Move ChartNote dictations into Charm encounter drafts
Move ChartNote dictations into Charm encounter drafts
Notes land in the right encounter without copy and paste.
Visit Prep & Clinical Documentation - Stage Freed scribe notes in Charm with a coding check
Stage Freed scribe notes in Charm with a coding check
Notes are signed same day and billable on the first pass.
Visit Prep & Clinical Documentation - Catch Healee telehealth visits with no matching Charm note
Catch Healee telehealth visits with no matching Charm note
Clinics running both systems never lose a telehealth note.
Visit Prep & Clinical Documentation - Turn Heidi visit notes into Charm patient instructions
Turn Heidi visit notes into Charm patient instructions
Patients leave with clear instructions and nothing falls through.
Visit Prep & Clinical Documentation - Carry open athena balances into CharmEHR during a switch
Carry open athena balances into CharmEHR during a switch
No balance disappears in the switch.
Billing & Revenue - Move CharmEHR recurring charges to Atlas.md membership billing
Move CharmEHR recurring charges to Atlas.md membership billing
No member is double-charged or missed.
Billing & Revenue - Match Hint memberships to patients seen in Charm
Match Hint memberships to patients seen in Charm
No one gets care for free by accident.
Billing & Revenue - Reconcile Charm payments with QuickBooks every evening
Reconcile Charm payments with QuickBooks every evening
Month-end close takes an hour, not a weekend.
Billing & Revenue - Flag Charm invoices when Stripe shows a refund or dispute
Flag Charm invoices when Stripe shows a refund or dispute
Charm balances always match what was actually collected.
Billing & Revenue - Check every Amplify DPC member has a CharmEHR chart
Check every Amplify DPC member has a CharmEHR chart
No member shows up without a chart.
Membership & Onboarding - Win back former members from Charm with a Go High Level campaign
Win back former members from Charm with a Go High Level campaign
Lapsed members hear from you before they find another doctor.
Membership & Onboarding - Turn Jotform intake into a ready Charm chart
Turn Jotform intake into a ready Charm chart
New patients arrive with a chart already filled in.
Membership & Onboarding - Flag Charm lab orders with no Labcorp result after 7 days
Flag Charm lab orders with no Labcorp result after 7 days
No lab order quietly disappears.
Labs & Results - Route abnormal Quest results to the ordering provider in Charm
Route abnormal Quest results to the ordering provider in Charm
Critical results reach the right physician in minutes.
Labs & Results - File Rupa specialty lab results into Charm with a marker summary
File Rupa specialty lab results into Charm with a marker summary
Functional lab results don't sit unread in a portal.
Labs & Results - Monthly aging report of open Charm balances in Sheets
Monthly aging report of open Charm balances in Sheets
Owners see exactly what is owed and who is chasing it.
Analytics - Move charts from Charm to Cerbo and check nothing dropped
Move charts from Charm to Cerbo and check nothing dropped
The migration finishes with complete charts.
Records & Care Coordination - Move active patients from Charm to Elation with a chart check
Move active patients from Charm to Elation with a chart check
No chart is lost or half-moved during the switch.
Records & Care Coordination - Catch notes signed in the wrong EMR during a Hint Clinical switch
Catch notes signed in the wrong EMR during a Hint Clinical switch
The new EMR stays complete while habits catch up.
Records & Care Coordination - Morning alert for ED visits and admissions of Charm patients
Morning alert for ED visits and admissions of Charm patients
You call members after a hospital visit before they call you.
Records & Care Coordination - Share Practice Better coaching notes with the Charm chart
Share Practice Better coaching notes with the Charm chart
Physicians see coaching progress without logging into another system.
Records & Care Coordination - Catch duplicate charts when moving from SigmaMD to Charm
Catch duplicate charts when moving from SigmaMD to Charm
The new EMR starts clean, with one chart per patient.
Records & Care Coordination - Weekly therapy attendance summary from SimplePractice in Charm
Weekly therapy attendance summary from SimplePractice in Charm
Primary care sees behavioral health slipping early.
Records & Care Coordination - Remind patients before their Fullscript supplements run out
Remind patients before their Fullscript supplements run out
Patients stay on protocol without gaps.
Dispensing & Supplements - Stage Northwind wholesale orders from Charm prescriptions
Stage Northwind wholesale orders from Charm prescriptions
Members get wholesale pricing without extra ordering steps.
Dispensing & Supplements - Log ProficientRx in-office dispenses on the Charm chart
Log ProficientRx in-office dispenses on the Charm chart
Every dispensed med is charted, charged and restocked.
Dispensing & Supplements - Put cited OpenEvidence answers beside a flagged Charm question
Put cited OpenEvidence answers beside a flagged Charm question
Answers with sources arrive while the chart is still open.
Clinical Reference - Check renal dosing in UpToDate for new Charm meds
Check renal dosing in UpToDate for new Charm meds
Dose errors in kidney patients get caught before the first fill.
Clinical Reference - Hand overdue chronic care patients from Charm to Fold Health
Hand overdue chronic care patients from Charm to Fold Health
Chronic patients get outreach before they slip for months.
Care Gaps & Prevention - Fill Charm chart gaps from Guava before annual physicals
Fill Charm chart gaps from Guava before annual physicals
Physicals start with a complete history, not repeat tests.
Care Gaps & Prevention - Flag out-of-range home BP readings from HealthBook+ in Charm
Flag out-of-range home BP readings from HealthBook+ in Charm
Rising blood pressure gets caught between visits.
Care Gaps & Prevention
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AthenaWorkflow automations
ChartNoteWorkflow automations
SpruceWorkflow automations
Hint ClinicalWorkflow automations
HealeeWorkflow automations
Hospital portalsWorkflow automations
HelpCareWorkflow automations
WeaveWorkflow automations
Atlas.mdWorkflow automations
DoseSpotWorkflow automations
FoldhealthWorkflow automations
SigmaMDWorkflow automations
FreedWorkflow automations
FullscriptWorkflow automations
HealthBook+Workflow automations
Practice BetterWorkflow automations
Google CalendarWorkflow automations
SimplePracticeWorkflow automations
Google SheetsWorkflow automations
GuavaWorkflow automations
HeidiWorkflow automations- Hint CoreWorkflow automations
LabcorpWorkflow automations
Northwind PharmaceuticalsWorkflow automations
OpenEvidenceWorkflow automations
ProficientRxWorkflow automations
Quest (Quanum)Workflow automations
QuickBooksWorkflow automations
Rupa HealthWorkflow automations
UpToDateWorkflow automations
VistaScriptsWorkflow automations
CalendlyWorkflow automations
JotformWorkflow automations
GoHighLevelWorkflow automations
DoximityWorkflow automations
StripeWorkflow automations
ApolloWorkflow automations
ApifyWorkflow automations
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