Resource Center

Getting Started with CharmHealth EHR

Schedule Appointment

Patient Appointments can be scheduled in CharmHealth EHR by following the steps given below.

  1. Go to Dashboard > Calendar. Select the ‘Day’ view. Choose the date from the ‘Calendar’ icon above to book an Appointment.
  2. Set the View type to ‘Provider View’ to show the list of Providers in the Calendar column-wise.
  3. Select an empty ‘Time Slot’ against the Provider with whom the Appointment is needed.

Schedule Appointment

  1. Select the Patient by searching the Name (or) Record ID. If the Patient is new to the Practice, use the ‘New Patient’ icon to add to your Practice.
  2. Choose the ‘Visit Type’ that automatically sets the duration of the Appointment as per the pre-configured settings.
  3. Choose the appropriate ‘Appointment Mode’ option.
  4. If the Appointment is needed over a time period, set the ‘Date’ option to ‘Period’ and choose the dates.
  5. Enter the ‘Reason’ for the appointment.
  6. Enter the details in the ‘Message to Patient’ field to give any instructions to the Patient.
  7. You can choose the ‘Consent Forms’ and ‘Pre-Appointment Questionnaires’ to be filled by the Patient from the Patient Portal login (or) Kiosk.
  8. Click on the ‘Confirm’ button to book the Appointment.