Resource Center

Getting Started with ChARM EHR

Create Encounter/Consultation

  1. For scheduled appointments, you can start the encounter/consultation from Home > Calendar.
  2. For walk-in appointments, search and select the patient and start the encounter from Patient Dashboard, using the + (Add) icon on the top bar and selecting "Encounter".
  3. Choose the required Chart Notes type 'SOAP Template', ’Quick’, ’Brief’ ’Comprehensive’ depending on your charting needs.
  4. The SOAP Template Chart Note is purely template driven depending on the problem treated, which needs minimal effort from the provider.
  5. Comprehensive Chart Note can be used for new patient visit, where extensive charting is required including HPI, PMH, Family & Social History, ROS etc.
  6. Brief Chart Note can be used for follow-up visit, which captures all sections of SOAP (including Vitals and Dx Codes) in a single page.
  7. Quick Chart Note can be used during phone consultations and in scenarios where minimal charting is enough.
  8. In all four encounters, you can use the templates that you have created under Settings.

Create Encounter