Resource Center

Patient Portal - User Guide

Book and View Appointments

The 'Appointments' section displays appointment status, type, and other specific information. The 'Calendar' and 'Filter' features allow you to search for appointments based on date or category. Appointments can be booked from two places,
Request Appointment Options

Book an appointment

Practices can configure their settings to display or hide Provider availability. Here is how you can book an appointment either way:

(A) Provider availability displayed

  1. Click on the '+' icon in the 'Appointments' tab or select the 'Request Appointment' option in the quick menu.
  2. A dialogue box similar to the image below pops up. Select the Facility and Provider name from the drop-down list.
    Request Appointment
  3. Select the 'Visit and Appointment Type'
  4. Choose a time slot
  5. Fill in the reason for your visit.
  6. Make prepaid payments, if any.
  7. Click on the 'Request' button.

Prepaid Appointments

If the Practice has enabled prepaid appointments, patients can book an appointment only after making a payment.

  1. Select the time slot and appointment type. Enter the visit reason.
  2. The screen then displays the appointment fee.
  3. Enter your card details and make the payment.

Note: Practices can decide to save your card details for future payments (You cannot opt-out of this). The screen displays a disclaimer for the same.

Click on the 'Charge to the card on file' checkbox to make a quick payment in such cases.
Request Appointment

(B) Provider availability hidden

  1. Click on the '+' icon.
  2. Select the Facility and Provider name from the drop-down list. A dialogue box similar to the image below pops up.
    Request Appointment
  3. Enter a suitable date and time or select the 'Any Day' and 'Any Time' checkboxes.
  4. Select the 'Visit and Appointment Type'
  5. Fill in the reason for your visit.
  6. Click on the 'Request' button.

Note: Prepaid payments do not apply under this method.

Patients can opt for 'Add to Wait List' if there is slot unavailability during working hours. The Practice will update the scheduled appointments or waitlist openings through appropriate communication modes.

Note: The Practice should have enabled the 'Add to Wait List' feature for patients.


Charm TeleHealth feature allows patients to have video consultations using a desktop or mobile phone. The feature allows the patient to:

  • Book a video consultation appointment using their PHR account.
  • Join a secure & HIPAA-compliant video consultation using their PHR account. Or through the Join URL shared via email.
  • Chat with providers, share-screen, or clinical documents during the consultation.
  • Record the video consultation locally for future reference.
  • Join the video consultation with more than one patient representative through the multi-user option.

Note: Patients in rural areas can have a video consultation through facilities that have enabled TeleHealth Kiosks. The Practice can also record the video session for their reference.

Book a TeleHealth Appointment

Patients can make a TeleHealth appointment using their PHR account by following the below steps:

  1. Login to your PHR account
  2. Click on the 'Request Appointment' option
  3. Choose the 'Facility Name' and 'Provider Name' from the drop-down list.
  4. Choose the 'Visit Type' (if any)
    Request Appointment
  5. Select an available time slot
  6. Select 'Video Consult' under 'Appointment Type'.
  7. Click on the 'Request' button

The Practice will communicate the appointment confirmation through an appropriate channel. Patients may need to make prepaid appointments if the Practice has made it compulsory. If not, you can find the consultation invoice in the PHR 'Billing' section after the video session.

Note: The Practice should have enabled the Telehealth feature for the said Provider.

Join a TeleHealth Appointment

Patients and patient representatives can join a video consultation 30 mins before the appointment using the following steps:

(A) Patients

  1. Login to your PHR account
  2. Click on the 'Appointments' section
    TeleHealth Meeting Password
  3. Click on the eye icon to display the 'Meeting Password' (if any).
  4. Select the 'Check-in' option
    TeleHealth Check-in
  5. Enter the password, accept terms and conditions, if any.
  6. Click on the 'Join' button
  7. Fill in any questionnaires or consent forms the Practice shares.

Patients can upload and share their clinical documents with their Providers either through:

  1. The 'Documents' section Or
  2. The 'Share Section' option in the quick.

Note: Click on the 'Questionnaire' option against the video appointment to fill them ahead.

(B) Patient representatives

Patient representatives and patients without a PHR account will receive the meeting URL and password (if any) via email. Follow the below steps to access the multi-user feature:

  1. Click on the URL received through the mail.
  2. Enter the password and accept any terms and conditions.
  3. Click on the 'Join' button
  4. Fill in any questionnaires or consent forms the Practice shares.

Additionally, users will receive a secure URL through an email or text message for sharing clinical documents (if the Practice has enabled the document sharing feature).

Note: TeleHealth uses the Zoom video platform for video consultations. First-time users should install the zoom desktop plug-in or mobile app. (You needn't sign-up with Zoom for this).

View Appointments

The list of appointments can be viewed from the 'Appointments' section.
Appointment List

Filter by Appointment Type

Use the filters available to view your appointments by its type, viz., Upcoming Appointments, Denied Appointments, Past Appointments, etc.
Filter by Appointment Type

Filter by Calendar

Dates with your confirmed appointments are shown with a green dot in the calendar. Clicking on that date will show the appointment details.
Filter by Calendar