Resource Center


Facility / Member Management


Does Charm Support Managing facilities at multiple locations?
Yes, you can add multiple facilities to your Practice account by navigating to the 'Settings > Facility > Facility List' section.

How can I delete a member or lock a member from accessing practice details?
You can delete or lock the Member by navigating to the 'Settings > Facility > Facility Members' section. Here, click the 'More Options' icon (3 dots icon) associated with the Member name, and choose either 'Mark Inactive' or 'Delete'.

Note: Choosing 'Mark Inactive' will lock the Member from accessing their account until you unlock them. Choosing 'Delete' deletes the Member from the system with no option for retrieval.

How can I add a new Member to my Practice?
To add a new Member to your Practice:

  • Go to the 'Settings' section.
  • Click on 'Facility Members -> + Member.'
  • Enter the Member details and associate a role with the new Member.
  • Click on the 'Add Member' button.

The invited Member will get a new invitation email to join the Practice. The Member can click on the link and set up their CharmHealth EHR account with your Practice.

How to change the email address of a Facility Member?
The privilege to update the email address is available for Practice admin and office manager

  • Navigate to 'Settings > Facility > Facility Members' section
  • Edit the Facility Member details
  • Change email address
  • Click 'Update'.