Getting Started with ChARM EHR
Practice members can be added to ChARM EHR by following the steps given below.
Once you invite the member, click on "More Options" (...) icon against the practice member and click on 'Edit' option to configure additional details about the practice member, viz., Degree, Gender, Address, etc.
If you want to provide emergency privilege access, check the 'Enable Emergency Access' option. (This option allows the practice members to perform any operation, outside of his role privileges, during an emergency. However, all the actions done during the emergency access are audited)
Note: If the invited practice members did not join your practice, you can reinvite the member from the 'Invited Members' section. Click on the "More Options" (...) icon against the practice member and choose the 'Reinvite' option to send the email invite again.
When you want to temporarily stop a practice member from accessing ChARM (or) when the practice member leave the practice, they can be deactivated from ChARM by follow the steps given below. By doing this, they cannot login to ChARM with their credentials.
You can also re-activate the member access by using the "Make Active" option.