News Room

User Conference Agenda + Last Opportunity to Register


Hope you're having a wonderful week. I just wanted to give you a heads up that this is the last chance to sign up for our ChARM EHR Training and User Conference, scheduled for THIS weekend, August 16 & 17th in beautiful Pleasanton, CA - a convenient 30 min BART train ride to San Francisco.

Also if you are bringing a friend or colleague, or anyone that you want to introduce to ChARM, please call us or reply to this email for a steeply discounted ticket!

Here is the tentative agenda for the conference. The focus will be on a review of all features, our new updates, device apps, payment processing and billing services.we will include a lot of 1:1 time, and we will adapt this agenda to fit your needs.

Click here to register for the event


  • 8:30-9:30: Hot Breakfast and Registration
  • 9:30-10:00: Welcome
  • 10:30-10:45: Users introductions
  • 10:45-11:30: Getting Started on ChARM, Admin Features
  • 10:30-11:00: Patient Entry and Intake
  • 11:00-11:15: Coffee/Break
  • 11:15-11:45: PHR and Kiosk, Configuring Intake Questionnaires
  • 11:45-12:30: Managing Appointments across devices, Q&A
  • 12:30-1:45: Lunch
  • 1:45-2:30: Encounters and Templates, Q&A
  • 2:30-2:45: Lab Integration Setup and Results
  • 2:45-3:00: Practice Setup and other custom services
  • 3:00-3:15: Coffee/Break
  • 3:15-3:45: Credit Card integration, presentation by partner BlueFin
  • 3:45-5:00: 1:1 help with your account


  • 9:00-9:30: Breakfast and Registration
  • 9:30-10:00: e-Prescriptions set up and Transmittal
  • 10:00-10:45: Meaningful Use Features (including preview of New Stage 2 Update)
  • 10:45-11:00: Coffee/Break
  • 11:00-11:30: Invoice Management and Inventory
  • 11:30-11:45: Insurance Billing on ChARM (DIY)
  • 11:45-12:00: RCM 1:1 Walkthrough
  • 12:00-1:00: Lunch
  • 1:00-2:00: 1:1 Support and Billing Service

All the best,

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