Resource Center

Patient Management

View Past Encounters

To know the Patient's Past Encounter history, follow the steps given below.

  1. Click on the 'Patients' icon and select the Patient from the list to view the record.
  2. Click on the 'Encounters' tab.
    View Past Encounters
  3. By default, the summary of the last visit is shown. You can use filters to view the summary of the earlier dates. You can also make a printout of the visit summary by using the 'Print' option.

Upload Paper Records

The Patient's old records can be imported into Charm as follows.

  1. Click on the 'Patients' icon and select the Patient from the list.
  2. Select the 'Encounters' tab. Encounters can be filtered by using the 'Past 6 Months/Past 1 Year' option.
  3. If there are no previous records, you will see the message - 'No records Available'.
  4. Click on the 'More Options' (...) icon and select the 'Import from Local Drive' option to upload the document.
  5. Choose the file, select the Date of Consultation, Physician Name, etc., and click on the 'Import' button to add the records.
    Import Paper Records

Scan Paper Records

Subscribe to Charm Scanner Interface to use this feature. The Scanner interface plugin in Charm helps you to scan the Patient's records directly to the system. Charm can connect to any TWAIN-compliant scanner. 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.

  1. Click on the 'Patients' icon and select the Patient from the list.
  2. Click on the 'Encounters' tab and select the 'Past 6 Months/Past 1 Year' option.
  3. Click on the 'More Options' (...) icon and select the 'Scan Document' option.
    Scan Document
  4. Select the Document Type, Reviewer, Date, Notes about the Past Encounter, and File Format.
    Scan Encounter Document
  5. You need to install a scanner plugin compatible with your operating system and browser. Install the plugin and proceed with scanning the document.
    Install Scanner Plugin