Click on 'Demographics' and you can enter the details of the patient.
Once the details are filled, click on 'Add Patient' to add the patient to ChARM.
You can also bulk import patients by using the 'Import Patients' option.
Create an Excel sheet with columns with name; First Name, Last Name, Gender, Date Of Birth(mm/dd/yyyy), Email, Home Phone, Mobile Phone, Work Phone, AddressLine1, AddressLine2, City, Country, State, Zip Code, Caregiver First Name, Caregiver Last Name.
Enter the data of the patients in the Excel sheet.
Browse to the above file and click on 'Import'. All the patients in the Excel sheet will get imported into your ChARM account. Note that you can import only 500 patients at a time. If you wish to upload more patients, you can repeat the process with 500 patients in each batch.
Export Patient List
To export the the patient's list out of ChARM, follow the steps given below. Note that only members with 'PracticeAdmin' role can export the patient list.
Click on 'Export Patients' button.
Select an option from the drop-down box in the format you want to download. You can either download as CSV or HL7 CCD formats.
Enter the patient number range you wish to export, in the 'From' and 'To' fields, and click on 'Export'
Make Patients Inactive/Delete Patient
Patient record once created, cannot be deleted. If needed, the practice can deactivate the patient, so that those patients don't appear in the search results. Any any point you wish to reactivate the patient, you can do so. To deactivate the patient account, follow the steps given below.
Go to 'Patients' tab.
Select the patient you wish to deactivate.
From the patient dashboard, click on the drop down box near the 'Status' field and select 'Deactivate'
Click 'OK' in the confirmation dialog to deactivate the patient.