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Charm Assist GPT Integration

CharmHealth's integration of large language model AI/GPT within the medical provider and staff workflows brings the power of cutting-edge natural language processing to the fingertips of busy providers and medical staff.

The seamless integration of GPT in CharmHealth EHRs will empower physicians to focus on what they do best:

Prerequisites for GPT Integration

Integrating GPT with CharmHealth requires an active Open AI account and secret key.

  1. Create an OpenAI account for your Practice
    Create an OpenAI Account

Note: You can skip this step if you already have an OpenAI account.

  1. Once your account is verified, go to
  2. Generate your API Key using the '+Create new secret key' button. Store the secret key locally for use in CharmHealth.
    Create New Secret Key
  3. Add credit to your Open AI's API account based on your practice's usage of GPT Integrations. Check Rate Limits to have enough credit for seamless responses from GPT.
  4. Sign the Data processing addendum with OpenAI to avoid GPT from using your practice data in their training process. It keeps your practice data private.
    Data Processing Addendum


  • OpenAI is not HIPAA-compliant yet. Our application has a stronger PHI masking in place. However, please cross-check and ensure the PHIs are not being shared on GPT interactions.
  • GPT behavior is dynamic, and CharmHealth is not responsible for the GPT suggestions
  • GPT-4 API is more reliable and preferred for better outcomes. However, the CharmHealth GPT interface supports the GPT-3.5 version as well.

Enable GPT Integration in CharmHealth

After generating the OpenAI secret key, the Practice Admin or Office Manager can enable GPT integration using the steps below:

  1. Go to 'Settings > Charm Assist > GPT API Configuration' section.
  2. Click on the 'Enable' button and paste the secret API key.
    GPT API Configuration
  3. Select the Terms of Use check box and click 'Save'

Once done, GPT gets integrated into your Practice account. The GPT integration points are available for Practice Admin.

Configuring GPT Access for Other Members

Now, you can configure role privileges using the steps below:

  1. Go to the 'Settings > Facility > Roles' section.
  2. Click on the '+New Role' button
  3. Enable the required checkboxes under the 'GPT Assist Access' section.
  4. Click on the 'Add' button.
    GPT Assist Access

After configuring, you can assign the role to Practice Members using the steps below:

  1. Go to the 'Settings > Facility > Facility Members' section.
  2. Click on the 'More Options' icon and choose the 'Edit' option.
  3. Enter the GPT-enabled role name in the 'Member Role' field.
  4. Click the 'Update' button.

Note: You can also configure the GPT access privilege for the existing roles.

GPT Integrated Modules

The GPT model has been extensively trained on a vast dataset of historical medical information. This trained model holds significant potential for enhancing day-to-day workflows. Currently, the integration of this model is available across multiple modules within CharmHealth, allowing easy access and utilization of its capabilities.

GPT Suggestions in Chart Note

Providers can accelerate the chart note-generation process using the steps below:

We have used a SOAP encounter to illustrate the workflow below, the same can be applied in other Encounters based on your needs.

  1. Start an Encounter. Fill in the chief complaints, symptoms, medical history, and assessment notes.
  2. Save the encounter and click the 'GPT Assist' link.
  3. Review the PHI-masked content that will be shared with GPT for fetching suggestions.
  4. Click on the 'Proceed' button.
    Masked Notes for GPT Assist

Note: Our application has a stronger PHI masking in place. However, please ensure the PHIs are not being shared on GPT interactions.

  1. The GPT suggestions on Dx, Rx, Labs, Images, Diet Notes, etc. will be listed for the given notes as shown in the below image.
    GPT Suggestions
  2. Review and select the appropriate suggestions as suited for the Patient's condition.

Note: It is recommended that healthcare professionals exercise their expertise when utilizing the supplied information.

  1. Selected suggestions will be added to the current chart note.

Generate Referral Letter Using GPT

Auto-generate referral letters from Patient chart notes using GPT integration by following the steps below:

  1. Go to the 'Referrals > Referral Out > +Refferal Out' section.
  2. Fill in the compulsory fields, and choose the Related Encounter from the drop-down.
  3. Click the 'GPT Assist' link.
    GPT Assist in Referral Out
  4. The Encounter Summary section displays the selected chart note details as shown below.
    GPT Assist Referral Generation
  5. Choose the sections to include in your referral letter.
  6. Review the PHI-masked content that will be shared with GPT for generating referral letters.
  7. Click on the 'Generate Referral Using GPT' button to proceed.
    Generate Referral using GPT
  8. Review the generated content, make any modifications if necessary, and click the 'Copy to Editor' button.
  9. Add attachments if necessary and click the 'Save' button. You can transmit the referral letter in the preferred method as usual.

GPT's Lab Opinion on Potential Risk

The GPT integration can suggest probable potential health risks based on lab results.

  1. Go to 'Labs' and choose the report of your choice.
  2. Click on the 'GPT Assist' link to view risk opinion on the lab value.
    GPT Potential Lab Risk Suggestions
  3. Providers can review and use the GPT suggestions based on the Patient's medical condition.
  4. Providers can interact with GPT for further details.


Apart from the above, the GPT chat-based integration can be accessed within your EHR workflow using Charm Assist Chat Bot.

  1. Go to a section in the Physician Dashboard
  2. Click on the Charm Assist Chat Bot icon
  3. Type in your query and click Enter.
    Charm Assist
  4. GPT will generate conversational answers based on the questions asked.