Welcome to Charm mPHR

Charm mPHR is a secure, HIPAA-compliant Patient Health Record (PHR) application that enables you to conveniently access and manage your personal health information. It can help you participate in your healthcare and communicate with your providers on the go.

With Charm mPHR, you can:

• Add and manage your health records
• Communicate securely with your Practice or Provider
• Share your Health Passport within or outside the Practice
• Book in-person, call, and TeleHealth appointments
• Request medication and supplement refills
• Track ailments and monitor treatment progress
• Record health vitals and track fitness goals

This guide provides an overview of the application's key features and how to use them.

Note: Users can contact support@charmhealth.com directly for any mPHR-related queries.

Disclaimer: The patient details in the user guide images are for reference only. They do not pertain to any individual, living or dead.

• Getting Started with Charm mPHR
  1. Registering for a Patient Portal Account
  2. Log in to the Charm mPHR App
  3. Setting up App Lock
  4. Selecting a Family member
• Navigating the Charm mPHR App
  1. App Header
• Dashboard Overview
• My Health
• Appointments
  1. Booking an Appointment
     1. Booking from the Appointments section
  2. Adding yourself to the Waiting List
  3. Cancel an Appointment
  4. TeleHealth Appointments
     1. Booking a TeleHealth Appointment
     2. Joining a TeleHealth Consultation
• Messages
  1. Sending a Message
  2. Replying to a Message
• Questionnaires
  1. Filling up Pre-Visit Questionnaires
• Flowsheets
  1. Filling Flowsheets
• Wellness
• Reminders
  1. Creating a Reminder
  2. Updating Reminder Status
• Billing
  1. Partial Payment
• Card on File
• Visit Summary
• Documents
  1. Uploading a Document
  2. Sharing a Document with a Practice Member
  3. Sharing a Document Externally
• Health Passport
• Prescriptions
  1. Requesting a Refill
  2. Adding a Medication
• Allergies
  1. Adding an Allergy
  2. Editing an Allergy
• Labs
• Procedures
  1. Adding a Procedure
  2. Edit a Procedure
• Immunizations
  1. Adding an Immunization
• Insurance
  1. Adding Insurance

Getting Started with Charm mPHR

Before using the Charm mPHR app, you must have an active Patient Portal account.

Registering for a Patient Portal Account

To register for a Patient Portal account, you must first receive an email invitation from your Practice.

1. Open the invitation email sent by your Practice.
2. Follow the instructions in the email to complete your registration in the web Patient Portal.
3. Set up a password and activate your account.

Note: If you already have a Patient Portal account, skip this section and proceed to downloading and logging in to the app.

Click here to learn how to create a Charm Patient Portal account.

Logging in to the Charm mPHR App

1. Download the Charm mPHR app from the Google Play Store.
2. Open the app and tap 'Login'.
3. Enter the username and password you use for your Patient Portal account.
4. Complete the login process.

Setting Up App Lock

To protect your health information, you can enable an app lock after logging in.

• Choose your device's existing security option, such as Face ID or device PIN, or
• Set up an app-specific PIN that can be reset simply by signing out of the app.
• If you have forgotten your old PIN, tap the 'Log out' option on the application lock screen to set a new one. The Logout button will appear after one wrong PIN attempt.
  

You can update your app lock preferences at any time from 'Profile > Other Settings > App Lock'.

Selecting a Family Member

If multiple family members are linked to your account, the app displays a list of members after you log in.

Tap a member to access their respective PHR dashboard.

If only one member is linked to an account, you are taken directly to the dashboard.

Navigating the Charm mPHR App

Upon logging in, the app displays the Home view, featuring the app header and the mPHR Dashboard.

App Header

The header provides quick access to important information and options:

• Announcements: Displays the latest announcements shared by your Practice. Tap an announcement to view the complete message.
• Profile Icon: Tap to view linked family members or access profile-related options.

From the profile section, you can:

• Switch between linked family members
• View and edit demographic details in 'My Info'
• Send feedback to your Practice using 'Send Feedback > Contact Practice'
• Log out of the app
  

Dashboard Overview

The mPHR Dashboard provides a quick overview of your most important health information, including:

1. Vitals
2. Upcoming appointments
3. Recent messages
4. Active invoices
5. Active medications
   

You can tap on each section to view and edit.

My Health

The 'My Health' tab allows you to access, track, and manage your health information, communicate securely with your Practice or Provider, and manage billing all in one place.

Appointments

The mPHR app allows you to view, book, cancel, and manage appointments, as well as add yourself to a waiting list, depending on what your Practice has enabled.

The Appointment section displays all your Upcoming, Requested, Wait-listed, Denied, and Past appointments.

Booking an Appointment

Appointments can be booked through multiple workflows in the mPHR app.

• Tap on 'Book Now' from the Upcoming Appointments section in the Dashboard.
  

  Note: This option is available only if there are no upcoming appointments.

• Tap on the 'Add (+)' icon and choose 'Book Appointment'.
  

Booking from the Appointments Section

To get a detailed view of all your appointment timelines and status, and to book an appointment, follow the steps below :

Navigate to 'My Health > Appointments' and tap on the 'Add (+)' icon.

Practices can configure their settings to display or hide Provider availability.

Follow the steps below to continue booking an appointment either way :

If Provider availability is enabled:

1. Select your 'Practice' and 'Provider'
2. Select a 'Visit Type' (If any).
   
3. Choose a preferred date and time from the calendar view. (Appointment times are displayed based on the selected facility's time zone)

   Note: Days with available slots are marked with a blue dot.

   
   
4. Enter the Reason for the appointment
5. Tap on the 'Book' button to submit the booking

If Provider availability is disabled:

1. Select your 'Practice' and 'Provider'
2. Select a 'Visit Type'
3. Select 'Any Date' and 'Any Time' in the slot preference.
   
4. Enter the Reason for the appointment
5. Tap on the 'Request' button to submit the booking.

The booking is submitted as an appointment request, which the Practice may then confirm or deny based on factors such as provider availability.

After booking, the appointment appears in the Dashboard and Appointments section of the My Health tab.

Note: Only patients with a Confirmed appointment receive a Confirmation email to their PHR-registered mail ID.

Adding Yourself to the Waiting List

If your preferred appointment slot is unavailable, you can add yourself to a waiting list.

1. Choose an unavailable slot.
2. Tap on the 'Add wait list' checkbox under the calendar view.
   
3. Enter a reason for the appointment.
4. Tap on the 'Book' button.

The Practice may accommodate you for the next available slot based on priority.

Cancel an Appointment

You can cancel your appointments within the time frame allowed by the Practice by following the steps below :

1. Navigate to 'My Health > Appointments'.
2. Select an appointment from the Upcoming tab.
3. Select More options (⋮).
4. Tap on the 'Cancel Appointment' button.
   
5. Review the appointment details.
6. Enter a reason for cancellation.
7. Tap on the 'Confirm cancellation' Button.
   

The 'Denied' section displays all the Appointments denied by your provider.

TeleHealth Appointments

Patients can book and join TeleHealth video appointments right from their phones using the mPHR app.

Booking a TeleHealth Appointment

1. Navigate to the 'My Health > Appointments' Section.
2. Tap on the 'Add (+)' icon.
3. Select your Practice and Provider.
4. Choose a preferred date and time slot.
5. Select 'Video Consultation' as the appointment type.
   
6. Enter a reason for the appointment.
7. Tap on the 'Book' button.

Joining a TeleHealth Consultation

You can join the Telehealth visit shortly before your appointment time.

1. Go to 'Dashboard > Today's appointment'
2. Tap on the 'Join' button.

If your Provider has not joined, please wait for them to start the visit.

Messages

The mPHR app allows you to communicate securely with your Practice or Provider and send or receive attachments such as lab reports and images.

All incoming and outgoing messages are displayed under the 'Inbox' and 'Sent' tabs in the 'Messages' section.

Sending a Message

Messages can be composed from the Home page or the Messages section.

1. Tap on the 'Add (+)' icon from the home page, or
2. Navigate to 'My Health > Messages'.
3. Tap on the 'Add (+)' icon.
4. Select your Provider.
5. Enter the message subject and content.
6. Use the attachment icon to upload files if required.
7. Tap on the 'Send' button.
   

Replying to a Message

1. Select a message from the Dashboard or Messages section.
2. Tap on the Reply icon.
   
3. Enter your response.
4. Tap on the 'Send' button.

Questionnaires

The Questionnaire section allows you to view and answer all the practice-shared questionnaires and consent forms. They help inform providers about the patients' health history before an encounter.

Questionnaires are grouped under the following tabs:

• Current – pending questionnaires
• Past – questionnaires from past appointments
  

Note: Questionnaires under the 'Past' tab are view-only. Users cannot fill in or make changes to them.

Filling up Pre-Visit Questionnaires

Before your scheduled appointment, the clinic may send you a questionnaire to complete. You can conveniently fill out these forms in the mPHR app in advance.

This can be done by :

1. Navigate to the 'My Health > Questionnaires' section.
2. Tap on the questionnaire that you need to complete from the 'Current' tab.
3. Fill in the required fields.
4. Tap on the 'Submit' button.
   

Note: You can view the completion status against each questionnaire.

Flowsheets

Your Provider might request that you record health information such as your daily glucose or blood pressure readings in the 'Flowsheets' section of the mPHR app. Flowsheets help record and monitor your health over time.

When you enter the readings, your provider automatically receives the inputs.

Filling Flowsheets:

1. Navigate to the 'My Health > Flowsheets' section,
2. Select the relevant flowsheet to view or edit your entries.
3. Tap on the 'Add (+)' icon to add new observations.
   
4. Tap on the 'Submit' button.

Note: A warning message will appear when saving the flowsheets if the entered values are significantly abnormal compared to normal values.

Wellness

The wellness section on the mPHR app allows you to track your wellness goals and measurements. It can help you view and record various health vitals and fitness metrics such as Pulse rate, Blood sugar, Calories burned, and Sleep.

You can tap on each metric to track and record your progress.

1. Navigate to 'My Health > Wellness'.
2. Choose a metric to update
3. Tap on the 'Add (+)' icon.
4. Enter the values and notes if required.
   
5. Tap on the 'Record' button.

Reminders

The Reminders feature allows you to set reminders to ensure medications and supplements are taken on time.

Creating a Reminder

1. Navigate to the 'My Health > Reminders' section.
2. Tap on the 'Add (+)' icon.
3. Select the 'Medication' or 'Supplement' option.
   
4. In the 'Add reminder' window, choose an active Medication or Supplement
5. Schedule by entering the start date, end date, Frequency, and Reminder timing.
   
6. Tap on the 'Add' button.

Note: App notifications must be enabled on the phone to receive reminders.

Updating Reminder Status

1. Tap the reminder notification to update the status as Taken or Skipped, or
2. Navigate to 'My Health > Reminders > Today' and update the status manually.

You can also view the reminder history by tapping on the 'Clock' icon of the selected Medication or Supplement. Tap on the 'Edit' icon to edit the reminder.

Billing

The Billing section allows you to view invoices, receipts, and make payments through your Phone.

1. Navigate to 'My Health > Billing'.
2. Select an invoice from the 'Invoices' tab.
3. Review the invoice details.
4. Tap 'Pay' to complete the payment.
   

Payment statements made for the Invoices can be viewed in the 'Receipts' Tab.

Partial Payment

Patients can make partial payments for invoices and statements to the requested amount if allowed by your practice. To make a partial payment:

1. Navigate to 'My Health > Billing > Invoice'
2. Choose an invoice that you want to pay partially
3. Select 'Pay'
4. Tap on the Amount field and edit it to the partial sum you wish to pay
   
5. Tap on the 'Make Payment' Button to complete the transaction.

The Invoice status will be updated to Partially Paid.

Card on File

The Card on File section displays saved cards used for default payments by you and your Practice.

You can view and manage stored cards for future payments.

Visit Summary

The provider generates a summary of the visit for the patient at the end of each appointment. The visit summary includes information on vitals, allergies, medication lists, orders, diagnoses, and upcoming appointments.

1. Navigate to 'My Health > Visit Summary'.
2. Tap on a visit to view in detail.

Documents

The document section stores a shareable list of documents, including consent forms you have signed, office visit documents, lab reports, and images, all in one place.

Documents are organized under:

1. All
2. Folders
   1. Shared with Me (Documents shared by Practice and Provider)
   2. Shared by Me (Documents shared by you)
      

Uploading a Document

1. Navigate to 'My Health > Documents'.
2. Tap on the 'Add (+)' icon.

   Note: Supported file formats (.jpeg, .png, .txt, .pdf).

3. Enter a document name.
4. Select a folder if required
5. Tap 'Upload'.

Sharing a Document with a Practice Member

1. Navigate to 'My Health > Documents'.
2. Select or long-press a document.
3. Tap on the 'Share' icon.
4. Select Practice Member.
5. Choose the recipient(s).
   
6. Tap 'Share Document'.

Sharing a Document Externally

1. Navigate to 'My Health > Documents'
2. Long-press or tap on the document that needs to be shared
3. Add a new contact by entering a name and email address.
4. Set an expiry time if required.
   
5. Tap on 'Share Document'.

Note: When you share a document externally, the recipient also receives a secret key via email, which is required to access the shared document.

Health Passport

The health card displays the patient's name, gender, date of birth, blood group, address, and personal and caregiver information.

Patients can also carry a physical copy of the health passport with them to help first responders and providers access important health information during medical emergencies.

The Health passport can be shared as :

• a PDF, or
• a secure URL with time-limited access.

Recipients require an OTP or your passcode from the Health Passport section to access the URL.

Note: Shared URLs expire after ten days.

Prescriptions

The Prescriptions section displays medications and supplements.

• Active medications are shown by default.
• Use filters to view Active, Inactive, or All medications.
  

Note: Patients can edit the medications they have added themselves. However, medications added by providers cannot be edited.

Requesting a Refill

1. Navigate to 'My Health > Prescriptions'.
2. Find the medication that you would like to have refilled.
3. Select 'Refill'.
4. Enter a reason.
   
5. Tap on the 'REFILL' button.

Refill request will be successfully submitted.

Adding a Medication

1. Navigate to 'My Health > Prescriptions'.
2. Tap on the 'Add (+)' icon.
3. Enter drug name, start and end date, and reason for taking it.
   
4. Tap on 'Add Medication'.

Allergies

The Allergies section allows you to add, edit, and manage allergy information by type, status, and severity.

You can filter allergies by their status: Active, Inactive, or Resolved.

Adding an Allergy

1. Navigate to 'My Health > Allergies'.
2. Tap on the 'Add (+)' icon.
3. Enter allergen details, type, status, severity, and observed date.
   
4. Tap on the 'Add Allergy' button.

Editing an Allergy

1. Navigate to 'My health > Allergies'.
2. Tap on the 'Edit' icon next to an added allergy.
3. Edit Severity, Status, and Observed date.
   
4. Tap on 'Update'.

Labs

The Labs section displays lab results and orders issued by your Practice.

• Abnormal values are highlighted automatically.
• Select a lab entry to view the full report.

Procedures

The procedure section displays all your past procedures. Entering procedure details automatically updates your health passport, which can be shared with your provider before the visit to decide on an appropriate treatment plan.

Adding a Procedure :

1. Navigate to 'My Health > Procedures'.
2. Tap on the 'Add (+)' icon to add a new entry.
3. Enter procedure details.
   
4. Tap on the 'Done' button.

Edit a Procedure:

1. Navigate to 'My Health > Procedures'.
2. Select a procedure that you want to edit.
3. Update the date and notes.
   
4. Tap on the 'Update' button.

Immunizations

You can view your vaccination history, add, edit, and delete immunizations from the Immunizations section.

Immunizations are listed based on the date of Vaccination.

Adding an Immunization

1. Navigate to 'My Health > Immunizations' section.
2. Tap on the 'Add (+)' icon.
3. Enter the Vaccine details.
   
4. Tap on the 'Add Vaccine' button.

Insurance

The Insurance section provides details about your insurance plan, including primary, secondary, and tertiary coverage information.

Adding Insurance

1. Navigate to 'My Health > Insurance'.
2. Tap on the 'Add (+)' icon.
3. Fill out the required fields.
   
4. Tap on the 'Add Insurance' Button.

Note: The Insurance details will not be shared with your provider or practice.

The 'Useful Info' and 'About' sections display any additional information updated by the Practice or Provider.