Resource Center


Appointment Scheduling


Can I receive a reminder for the Task added for a patient?
Yes. You can select the “Assign due date” check box, provide the due date and choose the number of days before which you would like to receive the reminder email.

Why does the Status list box under Appointments, does not contain the cancel option?
In order to have appointment status as 'Canceled', you need to configure it under 'Settings > Calendar > Appointment Status' section.

I want to send appointment reminders to patients two days prior. How to do that?
You can set the appointment reminder time by navigating to 'Settings > Patient' section. Here, you need to set notification timing by choosing day(s) and time under 'Appointment Reminder Time' filter of either 'Text / Voice Notification' section or 'Email Notification section.

Can I schedule periodic appointments for my patients, like appointment on every Monday, for five weeks?
You can schedule periodic appointments by going to the Calendar and choosing the time slot. In the New Appointment dialog, choose the “Period” option and select the frequency as “Weekly”.

I am going for a vacation and won’t be available for next week. How do I block my time slot so that my staff won’t schedule appointments for me during that period?
Go to Calendar and choose the entire time slot of day one. In the New Appointment dialog, click on “Other Events”. Choose the “Period” option and select the end date.

Can I access patients’ past appointments along with their status (No Show, Late Cancellation, etc.)?
You can access the patient's past appointments by navigating to patient's 'Dashboard > Appointments > Past' section.

A patient calls to reschedule the appointment. How to do?
Navigate to patient's 'Dashboard > Appointments > Future' section. Click on the required appointment and click 'Edit' button. Change the date and time as per your requirement and click 'Confirm'.

How to turn-off notification email that I receive whenever new appointment is scheduled/cancelled?
Navigate to 'Settings > Calendar > Preferences > My Preference' section and choose 'Not Required' for 'Appointment Confirmation Email' and 'Appointment Cancellation Email'.

Is there a way to print the scheduled appointments between the given dates?
Yes, the appointments scheduled between the given dates can be printed using the “Print” features in Calendar section.

How to see schedules of all the facility members?
You can see facility members schedules by selecting them under 'Calendar > Settings' filter

How to turn-off appointment notification emails?

  1. Navigate to 'Settings > Calendar > Preferences' section
  2. Choose 'Not Required' for 'Appointment Confirmation Email' and 'Appointment Cancellation Email' option
  3. Click 'Save'

This is a member level configuration.

How do I allow scheduling a visit type only on specific days?
You can achieve this using the “Schedule Rule” option.

Schedule Rules for Visit Types allows booking of some visit types only on specific days.

  1. Go to 'Settings > Calendar > Schedule Rules' section
  2. Click on the '+ Rule' button
    Schedule Visit Type Rule
  3. Select the Provider and Visit Type. Then choose the days on which the selected Visit Type is allowed. Click on the 'Update' button to create the rule. If required, you can also configure the maximum number of appointments permitted on that day
  4. Once created, the rules get applied while booking an appointment for the provider, from the EHR calendar, patient portal and Web Embed calendar.

I want to collect payment when patients book an appointment from PHR and Web Embed Calendar. How do I go about it?
You can collect payment from patients while booking an appointment from PHR and Web Embed, by following the steps given below.

  1. Subscribe for Bluefin Payment Gateway add-on from ChARM EHR > Add-Ons section.
  2. Once Bluefin Payment Gateway is enabled for your account, go to Settings > Calendar > Online Appointments section.
  3. Choose the Provider and enable online appointments.
  4. Then select the 'Enable card processing' option.
  5. Choose any one of the three options provided for 'Processing Type'. You can directly charge the card or just keep the card on file and use it later for cancellation charges.
  6. Save the configuration.
    Prepaid Appointments

Is there an option to allow booking appointments for my Nurse without assigning them the physician role?
Yes. You can edit the Nurse Role by navigating to Settings > Facility > Roles, and enable “Appointment Booking” privilege. This will allow appointments to be booked for the Nurse without having other privileges of a Physician.
Edit Role