Resource Center


Patient Portal


What is Charm PHR for?
Charm Personal Health Record (PHR) enables users to access and track health records online. Patients and their family members can store and manage their health records under a single PHR account.

Users can access Charm PHR features to:

  • Add and manage health records like allergies, clinical problems, and other medical histories.
  • Communicate with their Practice or Provider effectively.
  • Share their health records with Practice members or others through the mail.
  • Book appointments and request medicine or supplement refills.
  • Track ailments and the treatment's progress.
  • Monitor health vitals and fitness goals.

Charm PHR's HIPAA compliance ensures data protection and accessibility.

How do I add a new member to my existing Charm PHR account?
Users can add multiple family members to their PHR account using the following steps:

  • Have your family members update the same email ID as yours with their Practices. (These Practices should also be Charm registered)
  • Accept their Practice invite.
  • Enter their date of birth (mm-dd-yyyy format).
  • Click on the 'Next' button to complete their user verification.
  • Enter the same 'Username or Email ID' and 'Password' you created previously.
  • A warning message with the 'Patient Name' confirming their addition to your PHR account will pop up.
  • Click on the 'Submit' button.

Note: The linked family members can view and access each other's clinical information within the account.

How do I change the username of my account?
Following our recent update, new users cannot create usernames, and old users cannot edit existing names. However, you can edit your email address if need be.

What is the maximum size of the document that I can upload to my PHR account?
You can upload documents that are under 50 MB.

How do I add another practice to my PHR account?
You need to register your existing PHR account with multiple Practices using the invitation link received. Please follow the steps below to associate multiple Practices with your PHR account

  1. Submit the same email-id to the new Practice or Facility registered with Charm.
  2. Click on the invite link sent to your mail.
  3. Fill in your date of birth (mm-dd-yyyy format).
  4. Click on the 'Next' button to complete the user verification.
  5. Enter the same 'Username or Email ID' and 'Password' you created previously.
  6. A warning message with the 'Practice Name' confirming the addition will pop up.
  7. Click on the 'Submit' button.

Note: The Practice should be registered with Charm EHR for this purpose.

How to retrieve my Charm PHR account password?
You cannot retrieve old passwords from Charm PHR. Alternatively, you can use the “Forgot Password” link on the login page to create a new password. Click on this link for more info.

Can I create my Charm PHR account?
As of now, registration for the Charm PHR account is possible only through the invitation link sent by the Practice. Click on this link for further information.

How do I communicate with my physician?
You can communicate with physicians through the 'Messages' section of the PHR account. Here, you can click 'Compose' to write a message and send it to the Provider.

I could not log in to PHR even after providing the proper username/password.
For logging into Charm PHR, you should enable cookies in the browser. The URL available below allows you to confirm if cookies are enabled or not.

If you see a message stating 'Cookies are DISABLED in this browser' after connecting, you need to enable cookies to access Charm PHR.

How do I assist Patients in resetting their passwords?
You can guide Patients to use the Forgot Password link available on the PHR login page or navigate to

  1. Click on Forgot Password link
  2. Enter your registered email Address
  3. Click on the 'Submit' button

Check your inbox for a password reset email and use the link to reset your password.

I am getting a 'DOB Mismatch' message while registering with the Patient Portal.
To register for the Patient Portal successfully, please ensure that the date of birth (DOB) you enter matches the DOB recorded in your Practice's records. You can contact your Practice to check if there is any difference in the DOB on the EHR records if need be.

How can a Patient share their lab records from PHR to EHR?
The Patient can upload their lab records in the PHR and share them using the 'Share Section' feature. Visit this link for detailed steps on sharing PHR data.

Providers can view the shared data under the 'Patient dashboard > "PHR Data" section.

Note: Ensure the EHR settings allows Patients to share data under the 'Settings > PHR Settings > Preferences' section.

Why is the Patient unable to fill out a questionnaire from PHR?
Patients may be unable to fill in questionnaires in CharmHealth PHR for the following reasons:

  1. Questionnaire Section: Only questionnaires available under the "Current Questionnaires" section are fillable. Questionnaires in the "Past Questionnaires" section are not fillable.
  2. Reconciliation by Providers: If providers have already reconciled the Allergies, Medications, Supplements, or Subjective sections of the questionnaire, Patients cannot fill it in the PHR.
  3. Signed Encounter: Patients cannot fill out questionnaires if the associated encounter for the questionnaire is already signed.
  4. Expired Appointment: Patients cannot fill out the questionnaire if the associated appointment date has already passed.