Who It’s For
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Practices with complex workflows that outgrow Charm’s native features
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Organizations needing deep integrations with proprietary systems or legacy software
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Clinics looking to develop custom modules, dashboards, or patient-facing apps
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Teams who want Charm tailored to their specialty or operational model
Outcome: A fully customized Charm ecosystem — purpose-built for your practice and engineered for long-term growth
What We Do: AI Enablement for Charm
AI Strategy & Readiness Assessment
Before we build anything, we assess where AI will have the highest ROI for your practice.
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Identify AI opportunities across clinical, admin, and financial workflows
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Audit existing data quality and readiness
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Map the roadmap for secure, HIPAA-compliant implementation
Intelligent Workflow Automation
Go beyond basic triggers and build AI-driven automations that think and adapt.
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Natural-language routing of patient messages
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AI-based coding suggestions and charge capture optimization
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Intelligent triage and scheduling workflows
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Smart follow-up triggers based on encounter notes or lab results
Predictive Analytics & Decision Support
Turn your data into actionable insights.
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Predict patient no-shows and trigger reminders
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Surface care gaps and recommend next best actions
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Identify high-risk patients for proactive outreach
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Spot billing and revenue opportunities before they’re missed
AI Copilots & Virtual Agents
Deploy AI assistants that work inside or alongside Charm to lighten your team’s load.
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Provider copilot: summarize patient charts, suggest ICD/CPT codes, draft encounter notes
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Billing copilot: detect claim errors before submission
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Front-desk copilot: manage scheduling, follow-ups, and reminders automatically
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Custom MCP networks: coordinate multiple AI agents to handle complex workflows end-to-end.
Custom AI Solutions
For advanced practices, we develop fully custom AI systems tailored to your specialty and workflows.
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Clinical decision support tools
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Population health and outcomes analytics
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Predictive models for chronic disease management
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AI-driven patient engagement platforms
Real-World AI Use Cases
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No-show reduction: Predictive models identify patients likely to miss appointments → automated reminders reduce no-shows by up to 40%.
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Faster documentation: AI copilots draft encounter notes from dictation → providers save 20+ minutes per day.
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Revenue optimization: Billing copilots flag missing modifiers or codes → increasing first-pass claims acceptance by 25–30%.
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Care gap alerts: AI scans patient records to surface overdue labs, screenings, or follow-ups → improving patient outcomes and compliance.
Packages
AI Starter Strategy
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AI readiness assessment and opportunity map
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Roadmap for AI adoption in Charm
AI Workflow Boost
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Intelligent automation of up to 3 workflows
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Includes testing, deployment, and staff training
Custom AI Copilot or MCP System
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Fully tailored AI solution
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Multi-agent coordination, predictive analytics, or specialty-specific tools