Resource Center

Patient Management

View Documents

  1. Click on the 'Patients' icon and select the patient from the list.
  2. Select the 'Documents' tab
  3. Click on the 'More Options' (...) icon against the document you want to view and select 'Open in New Tab' option
    View Document
  4. The document will get opened.
  5. Document View
  6. You can also share or download the document. The documents can also be moved between various folders.

Import Documents

  1. Select 'Patients' icon and select the patient from the list.
  2. Select the 'Documents' tab.
  3. Select 'Import' option and choose either 'From Local Drive' or 'From ChARM Documents' option.
    Import Patient Documents
  4. Select the documents to be imported.
  5. Choose the 'Document Type' and 'Date'. Click on 'Upload' to upload the patient document.
    Upload Patient Documents

Scan Documents

Scanner interface plugin in ChARM helps you to scan patient's documents directly into the system. ChARM can connect to any TWAIN compliant scanners. Most scanners available in the market are TWAIN compliant by default. You can check your scanner specification to find out whether it is TWAIN compatible or contact your vendor to know that.

  1. Select 'Patients' icon and select the patient from the list
  2. Select the 'Documents' tab.
  3. Click on 'Import > Scan Document' option.
    Scan Document
  4. On your first usage, you will be asked to install a scanner plugin based on your operating system and browser used. Install the plugin and proceed to scan the document.
    Install Scanner Plugin