Resource Center

EHR User Guide

Custom Branded Patient App

The App provides a custom branded experience to your Patients. This is a mobile version of the ChARM Patient Portal that can be branded to your Practice. You can put your logo and other branding information on the Mobile App and make it available in App Stores for your Patients to download. As you customize the App, you can preview it instantly.

To start customizing the custom branded Patient App, login to ChARM EHR and navigate to the 'Settings > PHR Settings > Custom App' section.

Customize Lock Screen

Customize the lock screen by adding your logo and page color.

Custom App Login

Choose your Modules

Configure the required modules to be presented in your App using this section. Below are the default sections available.

  • Appointments
  • Messages
  • Medications (Rx and Sx)
  • Lab Results
  • Visit Summaries
  • Billing (Bills & Receipts)
  • Announcements
  • About Practice
  • Useful information
Customize Dashboard

You can select the required modules using this section.

Facility Maps

Facility Maps with the configured address will be shown here. You can directly change the location maps in the text box available in the Maps section and save them.

Facility Maps

About your Practice

Place your marketing content like Business description, links, etc., in this section, which will be shown on the 'About' page of the Patient App.

About your Practice

Customize App details for the App Store /Play Store

Configure your App Name, App Icon, and Description details in this section. These details will be used while submitting your App to the IOS/Android Store.

Customize App Details

Submit App for Review

Once you have done all the required changes, click the 'Submit' button to submit the App for review. The App will be reviewed and will be published to the App Stores in a few days, and you will be informed once it is done.

Useful Information

Configure all your information links like Emergency Contact details, Policies (Appointment/Insurance/Payment/Refill), Visit Timings in this section. This will be shown in the 'Useful Info' section of the custom App. The information can be modified anytime (even after submitting in the App for Review), and the changes will get reflected immediately to your Patients through the Custom App.

Custom Useful Info

Practice Announcements

Place your specific announcements in the 'Settings & Patients & Announcements' section which will be shown in the 'Announcements' section of the Patient App. The information can be modified anytime (even after submitting the App for Review), and the changes will get reflected immediately to your Patients through the Custom App.

Practice Announcements

App Store Account Creation

On submitting the App request, you will receive a link for your Android Application within a few days. You can share the link with your Patients, or they can download it by searching your App Name from the Play Store.

As per the current App review policy of Apple, the apps under the category of 'Medical' or 'Health' need to be submitted by the Practice, and only then the apps will get approved. Register an Apple account for your Practice (on your Practice Name) and include Charm as a member. Charm will submit the App using your Apple Developer Account.

  • Create an Apple Developer Account
  • Add Member to the App Store Connect
  • Submit the iOS APP for Review

Create an Apple Developer Account

Create an 'Apple Developer Account' by following the steps in the below links.

You need to create an organization account by selecting the 'Company/Organization' option from the 'I develop apps as' dropdown menu.

Do take care of the Intellectual Property guidelines available at the below URL.

Add Member to the App Store Connect
Follow the below steps to add the member to App Store Connect

  • Go to
  • Log in with your credentials.
  • Select the 'Users and Roles' option.
  • Click on the '+' icon near the User's title on the left.
  • Provide the required details (E-mail: and click on the 'Next' button.
  • Select the role as 'Admin' and click on the 'Next' button.
  • On the next page, click on the 'Save' button.

On adding the member as an Admin to your App Store account, provide your account name to Charm to prepare and publish your App to the Apple Store on your behalf.

Submit iOS APP for Review

On publishing your App, follow the steps to submit the iOS App for review.

  • Login into
  • Go to the 'My Apps' section.
  • Your App will be displayed. Click on the 'Prepare for Submission' link.
  • Click on the 'Submit for Review' button.
  • Your application status gets changed from 'Prepare for Submission' to 'Waiting for review' after submission.

Your Custom App will be available for the Patients to download from the iOS App Store.