Resource Center

Getting Started with Charm EHR

Create Questionnaires

Create Pre-Appointment Questionnaire

Pre-Appointment Questionnaires help in getting inputs from Patients, before Consultation either through the Patient Portal or Patient Check-in Kiosk. This significantly reduces the time that you spend during Consultation.

  1. Go to ‘Settings > Questionnaires’ and go through the default questionnaires listed under the ‘Charm Library’.
  2. If the existing Questionnaires match your requirement, you can import and modify them to suit your Practice needs.
  3. You can also create a new Questionnaire by clicking on the ‘+ Questionnaire’ button under the ‘Practice Questionnaires’section.
    Create Questionnaire
  4. Use the readily available widgets, viz., Allergies, Medications, Supplements, etc., so that the data filled by the Patients can be reconciled and added to the respective records in the EHR.
  5. To create a ‘Consent Form’, enter the name of the Form and choose the ‘Questionnaire Type’ as ‘Consent Form’ from the dropdown menu.
    Questionnaire Widget
  6. You can configure the Questionnaires/Consent Forms to be shared with the Patients automatically while booking an Appointment from EHR, PHR, and Web Embed calendar from the ‘Settings > Questionnaires > Preferences’ section. You can have either the same Questionnaires for all the Providers and Visit Types or have different Questionnaires for each.
  7. You can also share the Questionnaires with the Patients from the ‘Messages’ section.