ChARM integration

Last modified: September 19, 2024

An introduction to ChARM ChARM EHR is a cloud-based online ambulatory Electronic Health Record (EHR), practice management, and medical billing solutio...

Account activity and balance report

Last modified: July 17, 2024

Overview This report is available to practitioner seller accounts (profit accounts) and can be downloaded from the Reports page after your first succe...

Archiving practitioners and staff members

Last modified: September 5, 2024

Overview Staff and store owners can archive accounts that are no longer affiliated with your clinic or business from the Staff settings page. Archived...

Deleting and archiving patients

Last modified: August 15, 2024

Overview To prioritize the protection and security of health data and patient privacy, practitioners can’t permanently delete patients from thei...

Journeys

Last modified: October 16, 2024

Overview Journeys was designed to empower you and your patients by providing continuous, proactive engagement with their health. Through recurring ful...