Adding a Family Member

Users can add multiple family members to their PHR account using the following steps:

1. Have your family members update the same email ID as you with their Practices. (These Practices should also be Charm registered)
2. Accept their Practice's invite.
3. Enter their date of birth (mm-dd-yyyy format).
4. Click on the 'Next' button to complete their user verification.
5. Enter the same 'Username or Email ID' and 'Password' you created previously.
6. A warning message with the 'Patient Name' confirming their addition to your PHR account will pop up.
7. Click on the 'Submit' button.

Note: The linked family members can view and access each other's clinical information within the account.

Adding a Practice

1. Submit the same email-id to the new Practice or Facility registered with Charm.
2. Click on the invite link sent to your mail.
3. Fill in your date of birth (mm-dd-yyyy format).
4. Click on the 'Next' button to complete the user verification.
5. Enter the same 'Username or Email ID' and 'Password' you created previously.
6. A warning message with the 'Practice Name' confirming the addition will pop up.
7. Click on the 'Submit' button.

Errors in adding a family member or practice

Once you click on the 'Submit' button, Charm will verify your details. The following tips will help you avoid verification errors:

• Users can complete the verification process only if they have logged into their existing PHR accounts.
• An error message appears when the log-in mail ID is not associated with the Practice invite URL.