You can initiate 1-on-1 chat with your practice members from the chat bar located at left-bottom of your Charm Account. Go to the ‘Contacts’ tab, search for the member with whom you want to communicate and start the conversation.
You can securely share documents like X-rays, photos, etc. of patients, with other care team members. To share document, click on the ‘Attachment’ icon on the chat window and select the file to be shared. The file gets instantly shared and accessible to the member. If you are using the mobile, you can instantly take a photograph of the document to be shared and send it.
You can make Audio/video calls to your Practice members from the Chat window.
Click on the 'Call' icon and select the 'Audio call' or 'Video call' option. For the first time, you need to grant permission to access your device's microphone and camera. Accept to initiate the call.
The receiver of the call gets a notification on their Charm account.
Once the receiver accepts the call, you can speak to them.
You can also share your computer screen during the call. To share your screen, click on the 'More Options' (...) icon in the call window and then click on the 'Start screen share' menu.
To get a ringtone while receiving audio/video calls, enable the sound notification option in the chat settings. Click on the three dots shown on the chat bar and go to the 'Settings' menu.
In the settings, enable the 'Sound notification' option for New Message.
Besides the text messages, now you can also send Voice Messages to the Practice members and the Patients. This will be handy to share some instructions quickly without typing them.
To send a voice message, click on the 'Mic' icon provided on the chat window.
Record the message and then click on the 'Send' button.
The voice message sent will be listed along with the other chat messages. Click on the 'Play' button to hear the message, and you can also download it as an audio file.
On signing up to Charm Connect, you can streamline all the official communication across your Practice using Office Channels. Go to the 'Channels > Office Channels' section in the Dashboard and click on the '+ Add' icon to create a Channel. The created channels will appear in the Chat bar.
This channel is used for facility wide discussions. All the facility members can access and communicate using this channel. Multiple facility channels can be created based on the topic of discussion. To create the facility channel, follow the steps given below:
The Department Channel is used for discussions within the members of a particular Department. Only members of the particular Department can view and post messages.
This channel is used for discussion among members of a particular role. For example, you can create a channel for ‘Physician’ role, which is accessible only to the physicians in your practice. To create the role channel, follow the steps given below:
Announcement Channels are ready only channel used for facility level announcements. Only Admins can post message in this channel and others can only view them.
Note: Please note that only one announcement channel can be created for each facility.
In addition to Facility, Role and Announcement channels, you can also create private channels with selected members of your practice. Private Channels are accessible only to the members who are part of that channel.
Internal Patient Channel allows you to create a dedicated channel for internal discussions about a patient. Practice members with necessary role privileges can access and participate in this channel.
Note: This channel is not accessible to the patients
External Patient Channel allows you to create a channel for interacting with patients. You can have the patient and few of your practice members to be part of this channel. Patients can post their questions that can be answered by the members of this channel.
Note: External Patient Channel can be created only for patients having a ‘Patient Portal’ account.
Patients can do a live chat using this channel from their ‘Patient Portal’ account. Patient coordinators get instant notification whenever the patient post messages in this channel. If required, patient coordinators can bring in providers or other practice members to the channel for answering patients.
As Charm Connect platform is tightly integrated with Charm EHR, it allows you to start contextual conversations within the EHR workflow. For example, a provider can start a conversation about a patient from the Encounter to discuss the clinical procedures to be performed by the Nurse. Similarly, once the patient checks-in, the front office staff can initiate a conversation from the Calendar section, to notify and discuss with the members concerned.
Contextual Chat is also supported from other sections like Tasks, Labs, Images, Documents, etc. The conversations are tied to that context so that whenever you access a record (Encounter, Appointment, Task, etc.) you can view the related conversations as well.
External Chat allows you to converse with Charm EHR users outside your Practice. This feature can be used for discussing the Patient’s medical condition during referral and for sharing medical records with other Practices that use Charm EHR.
To initiate an external chat, go to the ‘Contacts’ section of the chat bar. Enter the email address of the person with whom you would like to chat and send a chat invitation. You can start the conversation once the other person accepts your invitation.
Hover over the message and click on the 'More options' icon. The following options are available.
You can unpin the message later by clicking on the 'Unpin' option under the 'More options'(...) icon against the pinned message. The time left for the pinned message will be visible, and you can modify the time period if needed.
Once the emoticons are added, you can use the 'Add Emojis' icon displayed at the end of the emojis list to add more emojis. The emojis that you have added will appear in blue color. Tap on the emoji to remove your reaction.
Click on the 'View Reactions' options under the 'More Options' icon against the message to view the list of users who reacted to that message.
You can do the following actions in a one-one Chat window. Click on the 'Actions' option at the right bottom of your chat window. The following options are available.
You can do the following actions in the Group Chat window. Click on the 'Actions' option at the right bottom of the chat window. The following options are available.
You can bookmark or save important messages by starring them, and it can be accessed anytime under the 'Starred Messages' section. To star a message, hover over the message and click on the Star icon that appears on the left side of the message. Select an option from the category. The star message is divided into 5 categories to streamline your messages. They are Important, To do, Note, Boss, and Follow up.
You can view all the discussion around a patient from Patient ‘Dashboard > Chat History’ section. This section lists down all the conversations that happened in the Patient Channel and all other contextual chats related to that patient.
All the conversations you had with the practice members and patients are searchable. To search through the chat history, click on the ‘…’ icon available on the right-corner of the chat window and click on the ‘Message Search’ option.
Key-in the word to the searched and press ‘ENTER’. All the previous conversations matching the given keyword are listed. You can view the related message and continue the chat contextually, if required.