Resource Center


Instant Messaging

ChARM Instant Messaging Solution, MDMessage, a real-time secure chat feature that improves the way you collaborate with other members in your practice.

Starting a Chat Session

Chat feature is available only in ChARM New User Interface. To initiate a chat session, use the chat bar located at the bottom left of your ChARM account.
Start Chat Session

  1. Click on the 'Contacts' tab
  2. Search and select a member
  3. Key-in the message and press ENTER

You can also use the shortcut key 'Ctrl+Space bar' to invoke the smart chat window from anywhere within ChARM.
Smart Chat

Member Status

You can find a member's logged in status (online or offline) on the chat window.
Member Status

If the member is online (logged into ChARM), he/she can see your chat message instantly.

It the member is offline (not logged into ChARM), your chat will be delivered as an offline message that can be viewed by the member when he/she logs into ChARM.

You can also manually update your status on the chat window that has to be shared with others. To change your status click on the '...' icon next to your name and use the 'Change Status' option.Choose any one of the default status messages (Available, Busy and Invisible) or add a new status according to your needs.
Change Chat Status


By default you can chat with anyone in your practice by searching their name. If required, you can add the members with whom you interact more to your contact list.

Follow the steps below to add a member to your contact list.

  1. Go to the 'Contacts' section
  2. Search the member by name
  3. Click on the 'i' icon shown next to the member's name
  4. Send a chat invite to the member using the 'Invite Contact' link
    Invite Contact

The invitee can see the invite on their chat bar and accept it. Once accepted, he/she will be added to your contact list.

File Sharing

In addition to plain text, the chat window allows you to send image files and documents.

Use the 'Share File' icon on the bottom left corner of the chat window or drag and drop the file to share it with others.
Share File

Chat History

All your chat conversations are stored automatically. You can view the chat history from the 'Chats' section or from the '...' icon located next to your name. You can also search the transcripts by member name and content.
Chat History

Use the 'Pin Chat' option inside the 'Actions' menu to mark the important chat messages. All the pinned chats are shown prominently on top of the chat history.
Pin Chat

If you do not want a chat conversation to be stored, use the 'Turn Off History' option inside the 'Actions' menu.
Turn Off History


Whenever you receive a chat message you will get a notification on the chat bar and on the title of the browser window. Sound/Desktop alerts notify you, if you are not currently viewing ChARM EHR.

Follow the steps below to enable sound/desktop notifications.

  1. Click on the '...' icon located next to your name
  2. Go to Settings
  3. Choose Sound/Desktop Notification for New Message
    Chat Notification

Once turned on, you will get sound/desktop chat notifications when you are not currently on ChARM EHR.

Use the 'Mute Chat' option to turn off all the notifications for a chat session.
Mute Chat

Remove Chat Bar

If required, you can even remove the chat bar from your ChARM account.

  1. Click on the '...' icon
  2. Go to Settings
  3. Choose the 'Pause chat here' option
    Remove Chat Bar

Once paused, you will not receive any chat message and you can unpause it at anytime using the link provided on the bottom bar.
Unpause Chat