A CharmHealth Newsletter

July 2026

Meet RIA

YOUR AI GUIDE TO CHARMHEALTH

RIA, our AI-powered solutions advisor, is now available on the CharmHealth homepage. RIA can answer questions about our products, features, integrations, workflows, and more – helping you explore solutions for your growing practice. Visit our homepage, start a conversation with RIA, and see how CharmHealth can help you deliver better care with greater efficiency.

CHAT NOW

Save the Date

CHARMALOT 2027

Mark your calendars! Charmalot 2027 will take place June 4-6, 2027, at the Hyatt Regency San Francisco Airport in Burlingame, CA. As CharmHealth's flagship annual user conference, Charmalot brings together providers, practice leaders, and the CharmHealth team for 2 full days of hands-on learning, product insights, and meaningful connections. Whether you're looking to optimize your practice or stay ahead of what's next in healthcare, Charmalot is an event you won't want to miss.

Registration will be opening soon – keep an eye on your inbox for more details and be among the first to secure your spot.

CharmHealth in the News

MEDIA SPOTLIGHTS

Telemynd Scales Nationwide with CharmHealth

Telemynd, a nationwide virtual mental health provider, is using CharmHealth to streamline operations, reduce administrative workflow, and support its continued growth. With more efficient workflows, providers can focus on delivering high-quality care while expanding access to mental health services for patients across the country.

READ NOW

Sound Physicians Shares its EHR Success Story

In a recent interview with Healthcare Innovation, Sound Physicians shared how CharmHealth's flexible telemedicine-ready platform has helped support its unique care model. By leveraging customizable workflows, open APIs, and integrated AI capabilities, the organization streamlined operations, improved provider efficiency, and built an EHR experience tailored to its evolving needs.

READ NOW

Advancing Research for Better Patient Outcomes

The BRAIN Foundation, a CharmHealth support non-profit, in collaboration with Stanford Medicine, has launched the Aurora Research Network (ARN), a national initiative dedicated to establishing the first evidence-based standard of care for children and young adults experiencing sudden, severe neuropsychiatric deterioration. Backed by an initial $2M commitment, the network will unite leading clinicians and researchers to develop standardized evaluation and treatment protocols for conditions such as autism-related regression, PANS/PANDAS, and other neurodevelopment and neuroimmune disorders – helping improve outcomes for patients and families nationwide.

LEARN MORE

Vendor Corner

NEW INNOVATIONS ON CHARMHEALTHHUB


AvetaLive is a full service medical billing and revenue cycle management company for medical practices of every size and specialty. CONNECT	Btwn Health helps outpatient practices stay connected with patients between visits through automated SMS check-in based on each patient's existing care plan. CONNECT


Medsender turns the referrals and faxes piling up in your queue into scheduled patients automatically. Its AI reads every incoming fax, files each document to the correct chart in CharmHealth, and follows up on every referral until the appointment is booked, so your team handles more volume without adding staff. CONNECT	Solv Billing helps healthcare practices by simplifying revenue cycle management, resolving aged claims, and providing hands-on support that feels personal, not transactional. From credentialing to collections, they take the stress out of billing so providers can focus on what matters most. CONNECT

Join CharmHealthHub Today!

Looking for a smarter way to reach healthcare organizations actively browsing digital health tools? List your product/service on CharmHealthHub and connect directly with engaged providers and practices.

Earn CME Credits on CharmHealthSquare

JOIN THE EXCLUSIVE PROVIDER COMMUNITY

Throughout the year, CharmHealthSquare members are invited to CME-accredited expert-led webinars, clinical updates and specialty-focused discussions covering topics that matter most to today's providers. Expand your knowledge, and gain practical insights from industry experts – all within a community built specifically for healthcare professionals.

JOIN THE COMMUNITY

If you already have eRx/EPCS enabled, you can log in directly using your CharmHealth EHR credentials and start engaging today.

What's New


Patient Billing Automation The Patient Billing Automation feature is designed to simplify and optimize your Patient Billing workflow by automatically sending Invoices and payment reminders to patients once their insurance claims have been processed. LEARN MORE	AI-Powered Claim Validation and Suggestions We are excited to introduce AI-Powered Claim Validation and Suggestions that provide intelligent, real-time guidance during Claim generation and editing. LEARN MORE

Applications Now Open

CHARMHEALTH INNOVATION CHALLENGE

We're inviting bold, visionary startups to showcase technologies that are transforming the digital health landscape. This is your chance to pitch in front of healthcare providers and industry leaders, gain invaluable exposure, receive mentorship from top investors, and compete for exciting prizes.

The categories are:

Mobile Health Apps
Hardware Accelerated AI
Population Health
Healthcare Accessibility
Tech Led Innovations
Agentic AI

If you're building a solution that can shape the future of healthcare, we want to hear from you.

APPLY NOW

Support Open House

IN-PERSON TRAINING, FIRST FRIDAY OF EVERY MONTH

To make support more accessible to our users, we are opening up our offices on the first Friday of every month so that you can walk in and get the help you need directly from our representatives. The Support Open House is your opportunity to connect with our support team in-person to ask questions, troubleshoot workflows, and get personalized guidance to optimize your CharmHealth experience.

If you're not currently using CharmHealth, you're also invited to join us to explore the platform, see it in action, and learn how it can support your practice.

Sign up below for our next FREE session Friday, August 7 from 10AM-4PM PST.

Weekly Webinars

GROW YOUR PRACTICE WITH CHARMHEALTH

Our Tuesday Integrate with CharmHealth webinar has a new time! Starting next week, the webinar will now be held every Tuesday from 10:00–11:00 AM PST, making it even easier to learn how to integrate with the CharmHealth ecosystem.

EVERY MONDAY | 10AM-12PM PST

Discover how CharmBillerPro can simplify complex, billing processes and support more efficient, accurate revenue cycles, every Monday.

EVERY TUESDAY | 10AM-11AM PST

Want to build with CharmHealth? Join our Tuesday API sessions to get hands-on guidance for developing powerful, interoperable solutions.

EVERY WEDNESDAY | 10AM-12PM PST

Already billing in CharmHealth? Join our Wednesday sessions to streamline your processes and put workflow automations that work for you.

EVERY THURSDAY | 9AM-11AM PST

Join us on Thursdays to walk through setup and best practices for your CharmHealth-Optum integration.

EVERY FRIDAY | 10AM -12PM PST

New to CharmHealth? Join us on Fridays to go over the step by step process of getting your account ready to use and start practicing.

RESOURCES

Subscribe to our YouTube channel for step-by-step tutorials designed to help you get the most out of CharmHealth. Whether you're learning a new feature or need a quick refresher, our videos make it easy to find the guidance you need, whenever you need it.

WATCH NOW

We are proud to be listed in Business Intelligence Group's 2024 Excellence in Customer Service, GetApp's 2025 Category Leaders in Medical Billing, e-Prescribing, and Telemedicine, Software Advice's 2026 Front Runners in Medical Billing, Electronic Medical Records, and Medical Practice Management, and Capterra's 2026 Shortlist for Medical Billing and Electronic Medical Records.

A special thank you to our practices for your reviews and patronage. We are continuously dedicated to enabling quality healthcare for all.

CharmHealth 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. This certification enables CharmHealth providers to obtain incentives from federal programs and improve patient outcomes.

Have comments or suggestions on an article? Drop us an email at newsletter@charmhealth.com.
We'd love to hear from you!

CharmHealth, 5912 Stoneridge Mall Road, Pleasanton, CA

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