Resource Center



e Prescription (eRx)

How to add ingredients to a free-text compounded drugs?
While adding free-text compounded drugs, we recommend users to add ingredients for the free-text compounded drugs to automatically pull NDC and CSA schedule level for the drug. On entering ingredient name, related drugs are auto-suggested from our standard drug database. On picking a related drug from an auto-suggested list, corresponding NDC and CSA details are pulled from our drug database. Most restrained ingredient's NDC and CSA level are assigned to the free-text drug. Ingredient names will be appended to the drug name by default, the user can modify the drug-name after adding all the ingredients. Drugs having CSA level as '0' can be ePrescribed by all the eRx privileged users. Free-text compounded drugs with CSA schedule level II, III, IV & V can be ePrescribed by the EPCS privileged users.
Custom Ingredients

How to add NDC and CSA details for an already added free-text compounded drug?
From 'Settings > Rx > Manage Supplements and Drugs > Drugs', free-text compounded drugs already added without NDC & CSA level can be made inactive. Same drugs can be added again with ingredients to auto-fill the related NDC & CSA schedule level to make them eligible for ePrescription.

How do I refine my drug in the Prescriptions search view?
Drugs list can be narrowed down using the refined search filters available in the prescription search view.
Search Medication

Enter a part of your drug name in the search field and click search. This will pull all the drugs matching the search pattern. Listed drugs can be refined using the Strength, Route and Dose Form filters. 'Is Custom' filter is used to list the drugs, either added manually or drugs available in our standard drug database.

When & Why do Prescriptions need to be explicitly signed?
Signing is needed, only when a prescriber writes the prescription and she/he wants an agent to transmit the prescription on behalf of her/him. In this scenario, prescriber writes prescriptions and signs them during the visit. At the end of the visit or after the visit, prescriber's agent can either transmit the prescriptions electronically to pharmacies or print the prescriptions and provide it to the patient.

Explicitly signing is not required when prescriber transmits the prescriptions written by him/her.

Do Prescribers explicitly need to sign the prescriptions for printing 'Paper-Rx'?
For transmitting prescriptions via Paper-Rx, you do not have to explicitly sign the prescriptions. You can simply add the prescriptions using the 'Add' button in the prescription view. While the prescriber prints prescriptions using 'Transmit -> Paper Rx' option, the drugs will be auto-signed. You can also choose the state preferred Paper-Rx format for printing prescriptions.

How do I modify the strength of the prescribed drug in next visit/refill?
Strength of prescribed drug can be modified from the Patient's Medications section using 'Modify' option.
Modify Prescription

This option lists all the available strengths of the drug. Selecting another strength from the list will open up the prescription view. Values for the prescription fields are automatically copied from the original prescription. Adding this prescription will make the original prescription inactive.

How do I print prescriptions in the state recommended format?
In ChARM EHR, we have designed a Paper-Rx format specific to each state. On printing Paper-Rx, you can opt for the Paper Rx format specific to your state as shown in the below image. Practice-Admin can make this a generic configuration for their accounts under 'Settings > Rx > Rx Print Format'.
Rx Print State Format

Where do I see all the prescriptions written by me/prescriber in a specific date range?
List of prescriptions written by a prescriber can be viewed under 'Prescriptions > Prescriptions' section. Prescriptions can be refined further using the filters provided on the top.

Agents can use this section to transmit all the prescriptions signed by the prescribers on a particular date, instead of transmitting them from chart-note or patient's medication view.
Prescription View

Does ChARM have any tool to find-out/calculate the Opioid Risk probability score of a patient?
Yes, ChARM EHR has introduced 'Opioid Risk Tool Questionnaire' to help the providers to know about the patient's Opioid Risk Score, at the time of the visit. This score may help providers in evaluating before prescribing Controlled-Substance/Opioid to a patient.

To know more about our ORT questionnaire, visit

How do I repeat prescriptions of a previous encounter for the current visit?
From chart note or Quick Rx view, the 'Past Rx' option can be used to repeat the prescriptions from previous encounters of the patient.

In 'Comprehensive' chart type, 'Past Rx' option is available in 'Physician Notes > Recommendations > Prescriptions' section. In other chart note types, 'Past Rx' option is available in 'Prescriptions' section.

e Prescription (eRx)

Does ChARM support electronic prescription? How to enable it?
Yes, you can send eRx from ChARM EHR. Practice Admin can enable eRx for prescribers from 'Settings > Rx > eRx' section. DEA & NPI number is mandatory to enable eRx for the prescriber.

Where do I find the electronic scripts sent to pharmacy?
Navigate to 'Prescriptions > eRx Sent' section.

Where do I find the refill and Rx-change requests sent by the pharmacy?
You can find the refill and Rx-change requests sent by the pharmacy by navigating to 'Prescriptions > Pharmacy Request' section.

Can Nurse process the refill requests?
Yes, Nurse can process the refill request received by the prescriber, if they are assigned as an agent to the prescriber.

The nurse can see these requests under the 'Prescriptions > Pharmacy Request' section. When the refill is processed by the nurse, the script will be sent with Doctor as the Prescriber and Nurse as an agent.

By enabling eRx, will I be able to receive refills from pharmacies?
If you have refill service level enabled with the same facility address with another EHR vendor, it is required to do vendor switching to our ChARM EHR product to receive refill requests in your ChARM EHR account. Surescripts will take 2 to 3 weeks to complete the vendor switching process to switch your refill request from other EHR vendor to ChARM EHR.

If the facility address being used for eRx registration does not have refill service level enabled with another EHR vendor, you can start receiving refill requests from pharmacies on completion of sending 5 new Rx requests from your ChARM EHR account. Surescripts requires 5 new Rx messages and refill service will be enabled for your account, within 14 days after receiving the 5th new Rx message.

I only have an NPI number but not DEA. How can I enable electronic prescription for my account?
Even if you do not have the DEA number, electronic prescription can be enabled using our Surescripts Admin Console. Please update the following information in your ChARM account and let us know, so that we can enable electronic prescription for your account

  • Under “Settings > Facility > Facility List”, provide the facility address, phone and fax details
  • Under “Settings > Facility > Facility Members”, provide the NPI number

How to ePrescribe free-text compounded drugs?
ChARM EHR allows you to ePrescribe free-text compounded drugs provided they have National Drug Code(NDC) & CSA(Controlled Substance Act) Schedule Level details. While adding free-text compounded or custom drugs, we require the user to enter NDC & CSA details into the system. For compounded drugs, users can make use of adding ingredients to pull corresponding NDC and CSA detail from our drug database. Most restrained ingredient's NDC and CSA level are assigned to the free-text drug.

If a practice account has multiple facilities and a prescriber wants eRx service in all the facilities, do eRx verification fee and identity proofing process need to be performed separately for each facility?
Not needed. Even though eRx service is facility/location specific, the prescriber can undergo the identity proofing process only one time with one-time verification/subscription fee. In the case of EPCS, the prescriber should posses State's DEA number specific to the facility location. In case of eRx solution for ePrescribing only non-controlled substance drugs, the prescriber should submit the filled eRx Enrollment Form and medical license specific to the state of the facility.

How does ChARM EHR help you in minimizing Misrouted Transactions?
In ChARM EHR, on e-prescribing a drug, pharmacies can be filtered/searched based on name, address ( street/city), zip code, phone number, fax number and specialty (retail/mail-order). Apply the filters to locate the appropriate pharmacy before transmitting a prescription electronically.
Filter Pharmacy


What is PDMP & the benefits?
A prescription drug monitoring program (PDMP) is an electronic database that tracks controlled substance prescriptions in a state. PDMPs are promising tools for health care providers to see patients’ prescribing histories to inform their prescribing decisions. Some states have implemented policies that require providers to check a state PDMP prior to prescribing controlled substances to decrease the abuse of opioids.
More info on

How does ChARM EHR allow you to access state's PDMP report within your EHR account?
ChARM EHR facilitates providers to access their patient's PDMP report before prescribing controlled substance drugs. ChARM EHR uses Appriss PMP Gateway service for accessing State's PDMP data. ChARM EHR's integrated PMP Gateway automates search so patient PDMP data is ready to view for rapid access within your daily workflow.

How do I enable/register PDMP interface for my practice account in ChARM EHR?
Registration information is available in your 'Settings > Rx > PDMP' section. Please visit us at for more details on registration.


I am registered for EPCS subscription. On digitally signing a CS drug using TFA, each time I have to choose my token preference. How do I configure my default EPCS Token preference?
Go to your EPCS Subscription Details view under 'Settings -> Rx -> eRx'. Your default token preference can be configured in this view against the field,'Preferred Token'. Once it is configured, this will automatically be set as your preferred token in TFA view.
EPCS Token

How do I renew my EPCS subscription product?
EPCS subscription is renewed using 'Renew Subscriptions' button available in 'Settings > Rx > EPCS Subscriptions' section. EPCS subscriptions can be renewed only by Practice-Admin / Office-Manager on behalf of the prescribers.


While prescribing Fullscript supplements, Is it possible to mention a frequency other than the suggested frequencies list in the dosage section?
Yes, it is possible. We have made the frequency as an optional field while writing supplements. If you wish to suggest a frequency other than the given list, you do not have to pick any frequency from the suggested list. Instead, you can mention the frequency details in the comment section. This information will be transmitted to Fullscript along with your prescription.


I am a provider. I work with two practices that use ChARM. Can I use my Wellevate account from both the practices?
Yes, you can use your Wellevate account from both the practices.

I am a solo provider practice. I am using Fullscripts integration. Can I also use Wellevate integration?
Yes, you can use both.

I have a Wellevate account. Do I need to contact Wellevate to use this integration?
You need not contact Wellevate. Your integration will be enabled once you login to your Wellevate account from ChARM.

I am a practice owner. My practice has two providers. Is it enough if my practice signs up with Wellevate or both the providers should sign up with Wellevate?
The Wellevate account is specific to the provider. Both the providers should sign up with Wellevate to use Wellevate integration from ChARM.

I am unable to connect to Wellevate from ChARM. Wellevate user name and password I give in ChARM are not working.
Please check if you can log in to Wellevate from the website - You can contact Wellevate at or 855-935-5382

I do not have a Wellevate account. How can I set up an account with Wellevate?
You can sign up with Wellevate from their website -

I want to contact Wellevate before I create an account with them.
You can contact Wellevate at

What are the advantages of signing up with Wellevate over maintaining my inventory and selling them using ChARM Inventory features
Refer Contact Wellevate at

I am new to ChARM. I want to sign up with an online dispensary? Should I use Fullscripts or Wellevate?
ChARM integrates with both the online dispensaries. Customers can choose their preferred online dispensary.