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Supplements are taken by almost every patient regularly, based on the recommendations of their Physician practitioner, for better health outcomes.

Most of the practices often find it a stressful job to manage an inventory, getting rid of expired products and providing their patients with the best supplement products.

WellevateSM, a next-generation online patient dispensary was designed based on feedback from health care practitioners and patients, who highlighted the importance of a simple, easy to use tool that helped practitioners recommend the highest quality products to their patients, simplified ordering, and ultimately helped improve patient's ability to follow their practitioners recommended protocol.

Privacy and Security being vital in patient communications, every transaction is safe and secure, as wellevateSM is HIPAA and PCI compliant.

With this ChARM – Wellevate integration, the provider’s job of prescribing the right supplements for their patients is made easier. We also provide an option to create supplement templates for conditions you frequently treat to help you in saving your time.

The prime objective of this document is to guide the providers on how they can enable this feature in ChARM and start using it.

Wellevate Account Configuration

To enable this feature in ChARM, the clinic shall configure from Add-ons > Wellevate or from Settings > Wellevate. Clicking on the ‘Wellevate’ icon will take you to the Wellevate configuration page under Settings.
Wellevate Addon

Providers who have permission to Add, Edit, and Delete Supplements can link their Wellevate account to ChARM. Also, the Providers should have created an account with Wellevate, which they can choose to link from the Wellevate Settings section.
Wellevate Settings

Providers logging into their Wellevate account from ChARM EHR is mandatory to complete the integration.
Wellevate Access Permission
Wellevate Access Permission
Wellevate Access Permission

Once integration is successful and the status shows Active, the providers can transmit the supplements for patients through Wellevate from ChARM.
Wellevate Activation

Practice admin can view the list of providers having this ChARM - Wellevate integration.
Wellevate Active Users

Task flow - Adding and Transmitting Supplements

Wellevate Workflow

Adding Supplements from Wellevate

Once the feature is enabled, the complete list of Wellevate products will be available under Add Supplement search. Supplements can be added to a Patient’s chart through an Encounter or from the Medications > Supplements section of the Patient Dashboard, by clicking on the ‘Add Supplements / + Supplement’ option.
Add Medications from Wellevate

Adding Supplements through Encounter

Alternatively, the provider can choose from the Templates if there are any, created and saved for that clinic.The supplements can be added either from Wellevate or from the ChARM database.
Add Supplements from Encounter

The provider can enter the required supplement, search and select the preferred supplement from the list. There is an option to refine the search by ‘Brand Name’ as well.
Add Supplements from Wellevate
Add Supplements from Wellevate

Transmitting Orders to Wellevate

The supplements that are added to the Patient’s chart with a status ‘Ready to Transmit’ can be transmitted to Wellevate by clicking on the 'Transmit' option.
Transmit To Wellevate Option

The supplements that need to be transmitted can be selected from the ‘Transmit View’ and can be sent.
Transmit to Wellevate Dialog

Once Transmitted, the status will change to ‘Queued’ and within a few minutes it will be successfully transmitted and the status will be updated in the chart to ‘Transmitted Electronically’.
Wellevate Transmit Status

Add Supplements through Medication Section

Supplements can also be added from the Medications > Supplements section of the Patient either from ChARM Database or from Wellevate.
Add Medications from Wellevate
Add Supplements from Wellevate

The provider can search for the preferred supplement and add it to the Patient’s supplement list.

The supplement gets added to the list and will be in ‘Ready to Transmit’ status, which can then be transmitted by clicking on the ‘Transmit’ under ‘More Options’ button.
Ready to Transmit to Wellevate

Creating Wellevate Supplement Templates

The facility members / providers can create their own Supplement Templates under Settings > My Templates > + New Template.

The template type Supplement has to be selected and on clicking ‘Proceed’ button, the template will be loaded.
Create Supplement Template
Choose Template Type

The template can be given a name and the supplements can be added to the Template by clicking on ‘+Supplement’ button.
Wellevate Supplement Template

The supplements can be added both from Wellevate as well as ChARM Database.
Add Items to Wellevate Template
Add Supplements from Wellevate
Add Supplements from Wellevate
Wellevate Supplement Template

The provider can add multiple templates with required supplements and save it under ‘My Templates’.

Choosing from Template in Chart Note

If the practice has a list of templates created, the provider can choose from the templates to add supplements to the chart.
Add Supplements from Encounter
Select from Wellevate Template
Ready to Transmit to Wellevate