Resource Center

Getting Started with Charm EHR

Configure Quick Text

The Quick Text feature allows you to set keywords for frequently used phrases and sentences. Members across the Practice can use this feature to speed up their routine documentation process effortlessly.

For example, you can create a keyword 'qd' with a description, 'Take one tablet by mouth daily', in just a click.

Types of Quick Text

Charm EHR supports practice-wide and personal quick texts.

Practice Quick Text

Practice Quick Texts are accessible to all the members in your practice. You can use this to enforce uniformity in the documentation process across your Practice members.

Personal Quick Text

Personal Quick Texts are accessible only to the member who created them. If a keyword is available in both the Practice and Personal quick text of a member, the Personal quick text takes precedence when used.

Configure Quick Text

You can configure the Practice-level and Personal quick texts by following the steps below:

  1. Go to the Settings > Quick Text > Personal or Practice Quick Text tab.
    Quick Text Option
    Note: Only members with the appropriate role privileges can view and manage these settings.
  2. Click on the +Quick Text button.
    Add New Quick Text
  3. Enter the keyword and the exact phrase or sentence in the Description box.
    Enter Keyword Quick Text
  4. Click on the 'Add' button.

You can click on the 'More Options' icon against the '+Quick Text' button to import or export keywords using a CSV file.

Using Quick Text

Quick Texts can be used in all sections of chart notes and a few other places in Charm EHR.

Chart Note

Enter '.' (dot) and a few characters of a keyword. Once the matching keyword is shown in the auto list, press the Space bar, Tab, or Enter key to replace the actual description.
Quick Text Encounter

Other Sections

Quick Text can also be used in other sections like Appointments, Tasks, Messages, Lab, Images, Documents, Medication, and Supplements.
Quick Text Messages
Quick Text Order Labs
Quick Text Comments

Role Privileges

The Practice Admin or Office Managers can assign privileges to members to manage quick texts:

  1. Go to the Settings > Facility > Roles tab.
  2. Edit the required role.
    Quick Text Role
  3. Select the 'Quick Text' check box.
  4. Choose either 'Practice and Personal Quick Text' or 'Only Personal Quick Text'
  5. Click on the 'Update' button.

Selecting the 'Practice and Personal Quick Text' privilege allows users to add and manage the Practice and Personal keywords. While, choosing the 'Only Personal Quick Text' privilege enables users to add and manage personal keywords only for their account.