A CharmHealth Newsletter

May 2026

CharmHealth's Enterprise Solution

BECAUSE HEALTHCARE ISN'T ONE-SIZE-FITS-ALL

As healthcare organizations grow, their technology needs to become more complex. That's where CharmHealth's Enterprise Solution comes in – delivering the flexibility, scalability, and support larger practices and health systems need to operate efficiently across teams, locations, and workflows. Built on a cloud-based, AI-powered platform, CharmHealth's Enterprise Solution combines advanced clinical tools, customizable workflows, enterprise-grade integrations, and dedicated support to help organizations streamline operations while improving both provider and patient experiences.


AI-Enhanced Clinical Workflows Empower providers with intelligent tools designed to reduce administrative burden and improve efficiency. Features like AI-powered documentation support, clinical assistance, customizable SOAP templates, and automated workflows help care teams spend less time on paperwork and more time focused on patient care.	Enterprise Integrations & Developer Sandbox Large organizations need systems that connect seamlessly. CharmHealth's enterprise capabilities include API tools, integration flexibility, and developer sandbox environments that allow organizations to build, test, and customize workflows without disrupting live operations. This open and adaptable approach gives enterprises the freedom to tailor the platform to their unique needs.

Scalable Practice Management & Revenue Cycle Tools From appointment scheduling and patient engagement to electronic claims, eligibility checks, invoicing, and analytics, the platform brings together critical operational tools into one unified ecosystem. Organizations can manage multi-provider workflows more efficiently while improving billing performance and patient communication.	Dedicated Enterprise Support & Training Environments Enterprise organizations require more than software – they need partnership and support. CharmHealth offers dedicated IT support resources, onboarding assistance, migration support, and training environments that help teams confidently roll out workflows, train staff, and scale operations with minimal disruption.

LEARN MORE

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, June 5 from 10AM-4PM PST.

On the Road with CharmHealth

BRIDGING INNOVATION AND PATIENT CARE AT APA

We had a wonderful time attending the American Psychiatric Association's Annual Meeting in San Francisco. It was an incredible opportunity to connect with healthcare professionals, behavioral health leaders, and providers who are passionate about advancing mental health care.

Throughout the event, we enjoyed meaningful conversations about the evolving needs of psychiatric and behavioral health practices while introducing providers to the CharmHealth platform and how it supports more connected, efficient, and patient-centered care. We're grateful for the opportunity to be part of such an inspiring community and look forward to continuing these conversations beyond the conference.

Customer Story: ICM's RCM Revival

HOW ONE PRACTICE REVITALIZED ITS REVENUE CYCLE OPERATIONS

By implementing integrated RCM tools and optimized workflows, Institute for Complimentary Medicine (ICM) was able to improve operational efficiency, gain better visibility into claims and collections, and create a more sustainable financial process for long-term growth. Their story highlights how the right technology and support can help healthcare organizations reduce administrative burden, strengthen financial performance, and focus more time on delivering quality patient care.

Vendor Corner

PlaySpace is a HIPAA compliant digital therapy platform built for pediatric mental health and play therapy. The heart of the platform is a suite of digital play therapy tools that recreate the modalities clinicians already use in-room, now delivered seamlessly over telehealth.

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.

CharmHealth on Gartner

THANK YOU FOR YOUR REVIEWS AND SUPPORT

We're honored to be recognized by Gartner through multiple industry awards and recognitions: Capterra's 2026 Shortlist and Software Advice's 2026 Shortlist in e-Prescribing, Medical Billing, Electronic Medical Records, Telemedicine, and Medical Practice Management.

To all of our users: thank you for your partnership, patronage, and confidence in CharmHealth. We remain committed to our mission of enabling quality healthcare for all by delivering technology that supports better care, stronger workflows, and healthier communities.

Join the Exclusive Provider Community

CONNECT AND COLLABORATE ON CHARMHEALTHSQUARE

Join the conversation shaping the future of care with CharmHealthSquare, an exclusive Slack-based community designed for verified providers using CharmHealth EHR with eRx/EPCS enabled. Built as a secure, members-only space, CharmHealthSquare connects you with a trusted network of peers to collaborate, learn and grow in real time.

Why join CharmHealthSquare?

Peer-to-Peer Collaboration

Discuss real-world cases, share insights, and get input from fellow providers across specialties

Specialty-based Channels

Engage in focused conversations tailored to your field and interests

Professional Development

Gain exclusive access to our webinar series featuring expert speakers who share practical strategies

Early Access to Betas

Be the first to explore beta releases, test new features, and provide direct feedback to our team

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

JOIN THE COMMUNITY

Applications Now Open

2026 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

Blogs

Why Medical Practices Should Give Their EHR Vendor the First Chance at Billing

Many medical practices treat billing and EHR systems as separate solutions – but keeping them connected can make a significant difference in both operational efficiency and financial performance. In our latest blog written by our VP of Sales and Business Development, Venky Chellappa, PhD, we explore why giving your EHR vendor the first opportunity to manage billing can lead to smoother workflows, fewer errors, faster claims processing, and better visibility across your practice operations.

READ NOW

What's New

Billing Enhancements

We are excited to introduce new enhancements to the Billing module, focused on improving patient billing automation, clinical workflows, and claim accuracy.

Enhancement to Patient Billing Automation Workflow: This enhancement gives practices the flexibility to choose between managing invoices and reminders at the individual invoice level, or sending all outstanding invoices together as a single consolidated patient statement at regular intervals.
Provision to Administer Drugs from In-House Inventory: This feature enables practices to administer drugs directly from in-house inventory during an encounter, with real-time stock deduction from the selected batch.
AI-Powered Claim Validations & Suggestions: This new feature provides intelligent, real-time guidance during claim generation, helping billing teams proactively identify issues, improve claim accuracy, and significantly reduce payer denials before submission.

LEARN MORE

Build Wealth Beyond Medicine

HOW PHYSICIANS CAN BUILD TAX-EFFICIENT WEALTH

How Physicians Built Passive Income with Real Estate (Without Quitting Medicine)

If you missed the live session, you can now watch the recording of our recent webinar with Param Baladandapani, MD on how physicians can build long-term wealth through real estate investing while continuing clinical practice. Drawing from her own experience building a multi-million dollar portfolio as a practicing physician, Dr. Baladandapani shared practical strategies designed specifically for busy healthcare professionals.

In the session, viewers learned how to create passive income streams through real estate, take advantage of tax-efficient investment strategies, evaluate high-potential opportunities, and develop a long-term wealth plan beyond clinical income. Whether you're new to investing or looking to expand your portfolio, the recording is packed with actionable insights to help you take the next step toward financial freedom.

WATCH THE RECORDING

Weekly Webinars

GROW YOUR PRACTICE WITH CHARMHEALTH

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-12PM 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. Our newest video goes over our integration with Surescript's Record Locator and Exchange (RLE).

WATCH NOW

Get Answers Quickly

Got questions? Try searching our Resource Center. Simply type in a question and access all the available information immediately.

We're proud to be listed in Business Intelligence Group's 2024 Excellence in Customer Service and GetApp's 2025 Category Leaders in Medical Billing, e-Prescribing, and Telemedicine.

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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