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Confident teams. Seamless adoption.

We train your staff to master Charm EHR so you get maximum ROI from day one.

Female Doctor

Who It’s For

  • Practices new to Charm

  • Teams that need role-based training

  • Clinics struggling with low EHR adoption

Our Implementation Services

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 Role-Based Training

  • Front desk: scheduling, intake, eligibility

  • Clinical staff: charting, orders, referrals

  • Providers: documentation, e-prescribe, lab orders

  • Billing: charge capture, claims, statements

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Custom Workshops & Office Hours

  • Tailored sessions based on your workflows

  • Live or virtual group training

  • Follow-up Q&A sessions for continued learning

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Training Materials & Resources

  • On-demand recordings and quick-start guides

  • Cheat sheets for daily tasks

  • Super-user coaching for internal champions

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Adoption Support

  • Post-training performance assessments

  • One-on-one refreshers for new staff

  • Ongoing education as Charm releases new features

Packages

Starter

3 training sessions + guides

Pro

6 sessions + follow-up Q&A

Enterprise

Custom curriculum + ongoing coaching

Why It Matters

Faster onboarding = Less disruption

Higher adoption = Better ROI

Confident staff = Happier patients

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