Switch to Charm Health EHR without disrupting patient care
We handle data migration, system setup, and workflow design so you can hit the ground running.
Who It’s For
- Practices switching from another EHR
- New clinics adopting Charm Health from day one
- Teams needing expert-led setup and migration
Our Implementation Services
Discovery & Planning
We audit your current workflows, identify gaps, and create a customized migration and setup plan.
Data Migration
- Safe transfer of patient, provider, and billing data
- Validation and test imports to ensure accuracy
- Final migration with minimal downtime
System Setup & Configuration
- Customize user roles, permissions, templates, and workflows
- Enable key modules like telehealth, eRx, labs, and billing
- Connect integrations and patient portal
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)
Why Choose Us?
Charm-certified experts
Zero downtime approach
Compliance-focused process
Dedicated go-live support
Before you switch, look at these
An implementation is rarely just an implementation. These are the pieces practices most often find they need alongside one, and the write-ups we point clients at while they are still deciding.
Usually bought with an implementation
- role-based training for the team going live
The migration is half the project. The other half is the front desk, providers and billers knowing the new screens on day one rather than week six.
- template and workflow design for your specialty
Moving the old process into a new system just reproduces the old friction. The configuration choices made during setup are workflow choices, whether or not they are treated that way.
- switching on ChARM telehealth during setup
Visit types, consent and the telehealth billing path cost almost nothing to get right while the system is being configured, and a great deal to unpick afterwards.
Read first
- Our full walkthrough of a first-week ChARM setup
- The five setup mistakes we spend the most time undoing
- Why messy data costs more after a migration than before one
- Setting ChARM up so a second location does not mean a second rebuild
Want to see one end to end?
How we rebuilt a growing telehealth practice on ChARMStill comparing EHRs and want a straight answer about whether ChARM fits your specialty? Describe your practice and we will tell you.
What an implementation costs
Most practices start with an audit before committing to a full migration. Scope drives the rest — the number of providers, the EHR you are leaving, and how much of your configuration needs rebuilding.
Charm Setup Audit
$750
Full configuration review, a written findings report, and a walkthrough call.
Data migration
from $2,500
Moving your records out of your current EHR and into Charm.
Full implementation
Scoped to you
Migration, configuration, workflow design and go-live support.
Not sure which you need? The audit is the usual starting point and its cost comes off a larger project.