Resource Center


Appointment Reports

To generate reports based on the Appointments booked in Charm, follow the steps given below.

  1. Click on the Calendar icon on the Home Page.
  2. Select the 'Reports' Option.
  3. With the help of various filters, Appointment reports can be generated for a given period. The reports can be based on the Provider, Visit Type, Resource, and Appointment Status.
  4. Choose the appropriate filters and click on the 'Show Report' button to generate the Appointment Report.
    Appointment Reports
  5. Once the report gets generated, you can use the 'Send Bulk SMS' option to send a text message to all the patients in that report.
    Send Bulk SMS Option
  6. Enter the message content and choose when the message needs to be sent.
  7. Then, click on the 'Send' button.
    Send Bulk SMS

Note: Only Practice Members with the 'View/Compose Bulk SMS' role privilege under the 'Facility > Roles > Messages' section can access this feature.