Resource Center

FAQ

Facility / Member Management

 

I have facilities at multiple locations. Whether ChARM supports managing multiple facilities?
Yes, you can create multiple facilities from “Settings->Facility Details” section.

How can I delete a member or lock a member from accessing practice details?
To delete a member permanently, please follow the steps given below:

  • Go to “Settings -> Facility Members” section
  • Choose “Delete” option for the member
  • Give the reason to delete the member
  • Click “OK”

 

To restrict a member temporarily from accessing ChARM, please follow the steps given below :

  • Go to “Settings -> Facility Members” section
  • Choose lock option for the member
  • Click “OK”
  • Similarly, you can unlock the member, too.

How do I add another member to my practice?
To add a new member to your practice,

  • Go to “Settings" tab
  • Click on "Facility Members -> New Member"
  • Provide the necessary details and associate a role to the new member
  • Click on "Add Member" to add the member to the practice