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A CharmHealth Newsletter March 2026 |
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CharmCopilot: AI, Built into your Workflow |
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SMARTER CARE STARTS HERE |
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Meet CharmCopilot- our new multi-agent AI assistant, built directly into the CharmHealth EHR to support every role across your practice. |
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Unlike standalone AI tools, CharmCopilot is seamlessly embedded within your workflow- understanding patient context in real time and delivering intelligent, role-aware support across clinical, operational, and administrative tasks. |
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Powered by a multi-agent architecture, CharmCopilot works alongside your team to reduce manual work, streamline workflows, and enhance decision-making, all while keeping clinicians fully in control. |
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Introducing MCP Server |
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BUILD YOUR OWN AI CLINICAL ASSISTANT |
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Built as a foundational layer of our AI strategy, the MCP (Model Context Protocol) Server enables a secure, standardized connection between AI applications and EHR data- enabling you to connect the LLMs of your choice to your EHR data and workflows. |
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What this means in practice: |
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On the Road with CharmHealth |
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JOIN US TO SHARE THE SPIRIT OF INNOVATION |
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Over the past month, our team had the opportunity to connect with healthcare leaders and innovators at two incredible events. |
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We traveled to ViVE in Los Angeles, CA, where we joined thousands of healthcare and digital health leaders exploring the future of care. It was inspiring to exchange ideas, see emerging technologies in action, and connect with others working to transform the healthcare landscape. Learn about our takeaways from the conference here. |
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Shortly after, we attended the Annual Meeting of the Northern California Psychiatric Society in Monterey, CA. There, we had the chance to meet passionate mental health professionals, researchers, and students who are advancing the field of psychiatry and behavioral health. |
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We're grateful for these opportunities to connect with healthcare leaders across specialties- and we're excited to continue the conversation at more events throughout the year. |
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Applications Now Open |
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2026 CHARMHEALTH INNOVATION CHALLENGE |
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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. |
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The categories are: |
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If you're building a solution that can shape the future of healthcare, we want to hear from you. |
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New On The Marketplace |
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MEET OUR VENDORS |
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IKS Health's Scribe Solutions adapt to all clinical workflows and care settings. Combining advanced AI with human expertise, it ensures accurate, timely, and secure documentation while reducing administrative burden and improving patient care. |
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IKS Health's Scribe Solutions adapt to all clinical workflows and care settings. Combining advanced AI with human expertise, it ensures accurate, timely, and secure documentation while reducing administrative burden and improving patient care. |
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iPlum is a secure communication platform built for professionals, who need to stay compliant, mobile, and in control of their client interactions. iPlum gives medical providers, therapists, dental practices, and other healthcare providers the tools they need to communicate with confidence. |
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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. |
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Blogs |
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Women's Health Innovation needs Infrastructure, not just Investment |
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To truly improve outcomes across every life stage, we need the infrastructure that enables coordinated, longitudinal care: interoperability systems, AI-powered insights, aligned reimbursement models, and strong data governance. When these foundations are in place, innovation can truly scale. Read more in this piece written by CEO Pramila Srinivasan, PhD, on why the future of women's health depends on building the systems that connect care. |
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The Hidden Costs of EHR Switching in 2026 and How CharmHealth Helps You Avoid Them |
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An EHR transition can unlock new efficiencies and better patient experiences, but only when approached with a organization-wide lens. This guide outlines the key considerations leaders should evaluate before and during migration to make the EHR swtich a catalyst for growth rather than just a system replacement. |
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What's New |
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Build Wealth Beyond Medicine |
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HOW PHYSICIANS CAN BUILD TAX-EFFICIENT WEALTH |
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Physicians often earn high incomes, but many still feel trapped in a cycle of trading time for money. What if your income could start working for you instead? |
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Join Param Baladandapani, MD, the CEO of Generational Wealth Capital, for an insightful webinar on how physicians can use real estate investing to built passive income, reduce tax burdens, and create long-term financial freedom- without leaving clinical practice. Drawing from her own experience building a multi-million dollar portfolio while practicing medicine, Dr. Baladandapani will walk through practical strategies designed specifically for busy healthcare professionals. |
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In this webinar, you'll learn how to: |
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Whether you're new to investing or looking to grow an existing portfolio, this session will give you actionable insights to start building wealth beyond your clinical income. |
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Support Open House |
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IN-PERSON TRAINING, FIRST FRIDAY OF EVERY MONTH |
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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 face-to-face to ask questions, troubleshoot workflows, and get personalized guidance to optimize your CharmHealth experience. Sign up below for our next session Friday, April 3 from 10AM-4PM PST. |
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Weekly Webinars |
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GROW YOUR PRACTICE WITH CHARMHEALTH |
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RESOURCES |
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Follow us on social media @charmhealth for the latest news and updates! |
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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. |
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A special thank you to our practices for your reviews and patronage. We are continuously dedicated to enabling quality healthcare for all. |
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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. |
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Have comments or suggestions on an article? Drop us an email at newsletter@charmhealth.com. CharmHealth, 5912 Stoneridge Mall Road, Pleasanton, CA |
