Resource Center

Patient Portal - User Guide

Custom Branded Patient App

Provide custom branded experience to your patients. This is a mobile version of ChARM Patient Portal that can be branded to your practice. You can put your logo and other branding information on the Mobile App and make it available in AppStores for your patients to download. As you customize the App, you can preview it instantly, by the side.

Customize Login Page

This page gets you started on customizing the login page, to add your own logo and allows you to choose the page color too

Custom App Login

Choose your own Modules

Configure the required modules to be presented in your App using this section. Below are the default sections available

  • Appointments
  • Messages
  • Medications (Rx)
  • Lab Results
  • Visit Summary
  • Billing
  • Announcements
  • About Practice
  • Useful information
Customize Dashboard

You can select the required modules using this section

Facility Maps

Facility Maps with the configured address will be shown here. You can directly change the location maps in the text box available in Maps section and save them.

Facility Maps

About your Practice

Place your marketing content like business description, links in this section. This will be shown in 'About' page of the patient App.

About your Practice

Customize App details for App Store /Play Store

Configure your App Name, App icon and Description details in this section. These details will be used while submitting your App in IOS/Android Store.

Customize App Details

Useful Information

Configure all your information links like, emergency contact details, policies (Appointment/Insurance/Payment/Refill), visit timings in this section. This will be shown in 'Useful Info' section of the custom App.

Custom Useful Info

Practice Announcements

Place your specific announcements using this section. This will be shown in 'Announcements' section of the patient App.

Practice Announcements

Submit App for Review

Once you have done all the required changes, click the 'Submit' button to submit the app for review. The App will be reviewed and will be published to the App Stores in a few days and you will be informed once it is done.