Who It’s For
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Practices tired of repetitive manual data entry between Charm and other platforms
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Teams using QuickBooks, Salesforce, or CRMs that don’t “talk” to Charm
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Clinics ready to automate workflows and scale operations without adding staff
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Organizations that want to build a secure, connected ecosystem around Charm
Outcome: A fully integrated and automated practice — where data moves securely, workflows run themselves, and your team gains hours back every week
What's Included In Our API & Integration Services
System Audit & Integration Strategy
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Map your current tech stack and data flows
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Identify key integration opportunities
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Design a HIPAA-compliant integration plan tailored to your workflows
Charm API Setup & Authentication
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Configure secure API keys and webhooks
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Set up endpoints and data access controls
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Ensure all data transfers meet HIPAA and BAA standards
Pre-Built & Custom Integrations
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QuickBooks: Sync invoices, payments, and patient billing
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Salesforce / HubSpot: Push leads, referrals, and patient data
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Zapier / Make.com / Zoho Flow / n8n: Connect hundreds of platforms and automate multi-step workflows
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Custom APIs: Build bespoke integrations for your unique needs
Testing, Validation & Launch
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Sandbox testing with real data
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Error handling, logging, and notifications
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Final deployment with real-time data validation
What's Included In Our Automation & Workflow Optimization Services
Workflow Mapping & Automation Strategy
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Audit current workflows to find automation opportunities
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Prioritize high-impact automations that save time and reduce errors
Automation Design & Build
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Automate patient onboarding, reminders, and follow-ups
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Auto-generate invoices when visits close
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Sync claim updates to Slack or email in real time
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Trigger CRM actions and marketing workflows automatically
Testing, Documentation & Training
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Validate workflows with test data
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Set up error handling and alerts
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Provide SOPs and staff training for ongoing use
Continuous Optimization (Optional)
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Monitor automations over time
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Add new workflows as your needs evolve
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Optimize for new Charm features or app changes
Packages
Integration Starter
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Connect Charm to one system + basic data sync
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Setup, testing, and deployment
Automation Starter
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Automate up to 3 workflows
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Includes training and SOP documentation
Growth Suite
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Multi-system integration + up to 7 workflows
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Includes advanced error handling, logging, and support
Enterprise Custom
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Complex API ecosystem and multi-location automation
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Ongoing optimization and monitoring