Resource Center


Configuring Health Vitals

You can customize the health vitals that should appear on the patient chart by following the steps given below.

  1. Go to the Settings > Encounter section and click on the 'Vitals' option
    Vitals Option
  2. Select the vitals that you would like to get added to the patient's vitals list and click on 'Save'
    Vital Settings

Configuring Custom Vitals

You can add new custom vitals according to your speciality.  For instance, as a gynecologist, you may want to include 'LMP' as one of the custom vital.

  1. Go to Settings > Encounter section and click on 'Vitals' section.
  2. Click on “+New Vital” under the Custom Vitals section.
    Custom Vital
  3. Type the name of the custom vital that you would like to create, select the type and mention its unit, and click on 'Add' to add the custom vital.
    Add New Custom Vital

Add Provider Signature

You can add the Provider Signature in ChARM which can be included in Rx, Lab Order, Image Order, Patient Summary and Chart Note. For adding the signature, follow the steps given below.

  1. Go to Settings > Encounter section and click on the 'Signature' option
    Provider Signature
  2. You will be show with a Signature Pad to draw the Signature, or you can upload a picture of your signature from your computer.
    Provider Signature Pad

Charting Preferences

You can modify the Encounter Preferences in ChARM that would apply for the chart note(s) you create.

  1. Go to Setting > Encounter section and click on 'Preferences' option.
    Chart Preferences
  2. Choose the respective options for all the preferences shown and click on 'Save'. 
    Save Chart Preferences

Configuring Fullscript Addon

If you don't wish to carry your own inventory and just want to electronically order supplements, you can make use of the Fullscript Addon. Fullscript, the online dispensary platform empowers providers by providing seamless access to its catalog of professional grade supplements. By enabling this addon, you can order supplements to patients electronically, right from inside ChARM. To enable this feature:

  1. Go to Setting > Fullscript
    Fullscript Option
  2. If you are already registered with Fullscript and have the ‘Clinic Key’, enter the key in the 'Clinic Key' field and click on 'Update' button.
    Configure Clinic Key
  3. The list of all providers will be fetched from Fullscript and shown you you. Map the list to the members already added to ChARM and click on 'Associate'
    Map Fullscript Providers

Default Chart Note

The next section would be for selecting the default chart note or SOAP template that should be chosen when you open up a new consultation note. You can also customize the type of encounter to be opened by default.
Default Chart Note

Diagnosis Code Type

You can select the type of diagnosis code that you would like to use within the chart note.  You can choose between the supported formats, viz., ICD9 and ICD10.
Diagnosis Code Type

Custom Drug Search

You can control whether the custom drugs you had added to the system to appear in the drug search view or not. 
Enable Custom Drug Search

Customize Patient Portal (PHR) Modules

You can control the data that gets shared to the patient portal (PHR). The Practice Administrator can turn on/off the modules to be shown in the PHR account. To do this, go to 'Settings > PHR > Preferences' section.
PHR Preferences

Uncheck the modules that are not used in your practice and click on the 'Save' button
Choose PHR Modules