Resource Center

Appointments

Google Calendar Sync

You can synchronize your appointments and events created in ChARM with your Google Calendar. When you create a new appointment/event in ChARM, the same will also be created in your synced Google Calendar.

The integration is secure and HIPAA compliant. No Protected Health Information (PHI) is shared with Google. On enabling this integration, the below data from ChARM are pushed to your Google account

Appointments

  • Patient Record ID
  • Appointment Type
  • Visit Type
  • Facility Name

Other Events

  • Event Type
  • Event Description
  • Facility Name

You can enable this feature from Settings > Calendar > Google Calendar section. Option to enable this feature is available only in the 'Settings' section of the new interface. Hence if you are using ChARM old interface, switch to the new interface, turn-on the sync and then revert the old interface
Google Calendar Integration

Click on the 'Choose your Google Account' button and select your Google account
Google Calendar Sync

Enter your Google account credentials and allow ChARM to access your calendar
Manage Google Calendar

Once the authentication succeeds, Select the type of synchronization required. You can choose either ChARM to Google, Google to ChARM or Bi-directional sync and click on the 'Next' button.
Choose Google Calendar

In the next screen, choose the required Google calendar to sync. Either you can choose an existing calendar or create a new one.

For the 'Google to ChARM' sync, you can mention whether to show the description of Google Events in ChARM. You can uncheck this option if you just want to block the timings in the ChARM calendar without sharing the event description with your practice members. Then click on the 'Sync' button.
Show Google Event Description

This completes the setup and the synchronization starts. Synchronization starts in 15 mins. During the first synchronization, all your future appointments and events in ChARM are pushed to the selected Google calendar. Subsequent synchronization happens every 15 mins. If required, you can cancel the synchronization or change your Google account anytime.
Cancel Google Calendar Sync

The events synced from Google to ChARM are shown with a notation 'GE'. This helps to distinguish the events created directly in ChARM against the events synced from Google. Click on the Google event to view the description and additional details.
Google Event in ChARM