Your Trusted Partner in Charm EHR Success
We’re a boutique healthcare IT consulting firm focused exclusively on healthcare practices unlock the full power of Charm EHR, from implementation and optimization to automation and AI
Our Charm EHR Consulting Team
CharmExperts is a boutique healthcare IT consulting firm dedicated to the unique needs of healthcare practices. Our team is composed of experienced health IT consultants, former clinic administrators, and certified CharmHealth EHR specialists with years of experience implementing and optimizing electronic health records in real clinical settings.
We founded CharmExperts after seeing countless healthcare practices struggle to make off-the-shelf EHRs fit their workflows. Our mission is to bridge the gap between technology and patient care — helping practices customize Charm EHR so it supports the way they work, not the other way around.
We understand that healthcare practices operate differently from large hospital systems. With lean teams, limited resources, and tight schedules, you can’t afford inefficiency. That’s why our entire focus is on building Charm solutions that are practical, compliant, and tailored to your operations — so your staff can spend more time with patients and less time fighting software.
Our Mission
To empower independent healthcare providers with optimized technology solutions. We believe that a well-implemented EHR like Charm can transform your practice by enhancing patient care, improving efficiency, and reducing administrative burden. Our mission is to make that transformation seamless and stress-free.
From telemedicine and billing integrations to AI-driven workflows and custom modules, we ensure that you’re leveraging every feature Charm has to offer without the headache. And because healthcare never stands still, we stay on top of Charm EHR updates, regulatory changes, and digital health trends so that your practice is always one step ahead.
Why Choose CharmExperts
Clinical Expertise
Our consultants come from healthcare. We understand clinical workflows, patient safety requirements, and the regulatory environment, including HIPAA, HITECH, and compliance best practices. This insight allows us to tailor Charm EHR to the needs of your specialty, whether you’re a primary care physician, therapist, or multi-disciplinary wellness clinic, all while minimizing disruptions to patient care.
Charm EHR Mastery
As our name suggests, we specialize exclusively in CharmHealth’s EHR platform, including its telehealth modules, e-prescribing features, patient portal, reporting tools, and powerful API. Charm integrates telehealth, practice management, patient engagement, and more into one platform, and we make that power work for you. Because we live and breathe Charm, our guidance isn’t generic. It’s specific, actionable, and aligned with best practices.
Integration & Automation Skills
We’re experts in extending Charm beyond its native capabilities. Our team builds secure, HIPAA-compliant integrations and automations that connect Charm to your broader tech stack, from QuickBooks for accounting to Salesforce for patient engagement. Using platforms like Zoho Flow, Zapier, Make.com, and n8n, we automate manual tasks such as appointment reminders, data syncing, and claims processing. By making your patient data interoperable across systems, we help you boost efficiency, reduce errors, and grow revenue.
Integration & Automation Skills
We’re experts in extending Charm beyond its native capabilities. Our team builds secure, HIPAA-compliant integrations and automations that connect Charm to your broader tech stack — from QuickBooks for accounting to Salesforce for patient engagement. Using platforms like Zoho Flow, Zapier, Make.com, and n8n, we automate manual tasks such as appointment reminders, data syncing, and claims processing. By making your patient data interoperable across systems, we help you boost efficiency, reduce errors, and grow revenue.
Proven Track Record
We’ve worked with clinics across the U.S. to improve how they use Charm, and the results speak for themselves.
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One practice increased appointment volume by 20% after we redesigned their telehealth workflow and online scheduling.
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Another saved dozens of staff hours per month after we integrated Charm with their billing software.
Our success is measured by your success, and we’re proud of the measurable impact we’ve delivered for clients nationwide.
Continuous Support
Implementation is just the beginning. We offer ongoing support plans and ad-hoc consulting to help your practice evolve with technology. Unlike generic helpdesks, we provide proactive, hands-on support. Whether a new Charm update rolls out or a regulation changes, we make sure your workflows adapt seamlessly. Think of us as an extension of your team — handling the IT side so you can stay focused on patient care.
Our Approach
At CharmExperts, we start by listening. Every practice is different, so our process begins with a thorough assessment of your workflows and challenges. From there, we develop a customized strategy, whether that means building specialty-specific templates, setting up telehealth stations, or designing automated data flows between Charm and your CRM.
We work collaboratively and transparently, with defined milestones and regular updates. And because we combine clinical insight with technical skill, every project is designed to deliver results on time and on budget.
At the heart of everything we do is a patient-first mindset. We know that by optimizing your technology, we’re improving the care experience for every patient who walks through your doors, and that knowledge drives us to excel.
About Charm Experts
CharmExperts is based in the United States and proudly serves healthcare providers nationwide. We’re happy to provide references from past clients or schedule a discovery call to discuss your specific needs.
If you’re a current or future Charm EHR user looking for a trusted partner to implement, customize, and optimize your system, you’ve come to the right place. At CharmExperts, we don’t just implement software — we implement success for your practice.