Resource Center



Direct Message is a secure HIPAA compliant standard for exchanging health information between Physicians, Hospitals, Labs, Healthcare Providers, and different EHR Vendors. Charm partners with DataMotion Inc, an accredited carrier-grade Health Information Service Provider (HISP) for providing the Direct Messages service.

Sending medical records using e-mail, fax, or snail mail is not secure, as the details can be accessed by unauthorized users.

On subscribing to this service, you will get a unique Direct Address ( to communicate with anyone who also has a Direct Address. This will be handy while sending or receiving Referrals to Providers outside your Practice who use Charm or other EHRs.

Meaningful Use attestation mandates sending the summary of care record through Direct Message during Patient referrals. Hence, if you attest for MU, Direct Message is a mandatory requirement.

Request for Direct Message

Practice Administrator or Office Manager can request for enabling Direct Message from the 'Add-ons' section. To request a Direct Message, follow the steps given below.

  1. Go to the 'Add-ons' section by clicking on the 'Plug' icon.
    Add-ons Plug Option
  2. Click on the 'Direct Message' add-on.
    Direct Message
  3. Enter the required details like Facility NPI, Provider NPI, etc. Provide the preferred User name in the Direct Address field and click on the 'Request' button.
    Direct Message Request

Enable Direct Message

Charm will process your request and provision for the DataMotion account. Once provisioned, you will be notified by email with further steps to follow.

Set a password for your DataMotion account using the link sent in the email.

Then, configure the DataMotion account password in the 'Settings > Direct Message > Preferences' section of your Charm account. This allows you to send and receive Direct Messages directly from your Charm account.
Direct Message Preferences
Direct Message Preferences

Use Direct Message

On updating your DataMotion account password in Charm, you can send Direct Messages from the 'Messages' and 'Referral Out' sections of your Charm account.

To send a Direct Message from the 'Messages' section, click on the dropdown menu next to the 'Compose' button and select the 'Direct Message' option.
Compose Direct Message

In the message compose window, enter the Direct Address of the recipient or search from the 'Provider Directory' configured under the 'Settings > Directory' section. Enter the subject and the message content. If required, you can also attach some documents and send the message.
Compose Direct Message

You will have a separate section to view the Sent and Received Direct Messages.
Received Direct Message

Similarly, you can also use the Direct Message for sending the Referral Requests to the external Providers.

To transmit the referrals by Direct Message, use the 'Transmit > By Direct Message' option available under the 'Referral Out' section.
Transmit By Direct Message