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Medical Consultation

Switch to Charm EHR without disrupting patient care

We handle data migration, system setup, and workflow design so you can hit the ground running.

Medical Staff

Who It’s For

  • Practices switching from another EHR

  • New clinics adopting Charm from day one

  • Teams needing expert-led setup and migration

Our Implementation Services

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Discovery & Planning

We audit your current workflows, identify gaps, and create a customized migration and setup plan.

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Data Migration

  • Safe transfer of patient, provider, and billing data

  • Validation and test imports to ensure accuracy

  • Final migration with minimal downtime

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System Setup & Configuration

  • Customize user roles, permissions, templates, and workflows

  • Enable key modules like telehealth, eRx, labs, and billing

  • Connect integrations and patient portal

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Workflow Optimization

  • Front office scheduling, eligibility, and intake

  • Clinical documentation, orders, and prescriptions

  • Billing and revenue cycle workflows

Packages

Launch Lite

Basic migration and setup

Practice Pro

Advanced workflows & support

Custom Package

For multi-location or specialty practices

Implementation Timeline

Week 1

Discovery & planning

Weeks 2–3

Build, configure & test migration

Week 4

Final import and go-live

Post-Go-Live

Optimization and support (optional)

Doctor Reviewing Documents

Why Choose Us?

Charm-certified experts

Zero downtime approach

Compliance-focused process

Dedicated go-live support

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