Confident teams. Seamless adoption.
We train your staff to master Charm EHR so you get maximum ROI from day one.
Who It’s For
- Practices new to Charm Health
- Teams that need role-based training
- Clinics struggling with low EHR adoption
What ChARM EHR Training Covers
Role-Based Training
- Front desk: scheduling, intake, eligibility
- Clinical staff: charting, orders, referrals
- Providers: documentation, e-prescribe, lab orders
- Billing: charge capture, claims, statements
Custom Workshops & Office Hours
- Tailored sessions based on your workflows
- Live or virtual group training
- Follow-up Q&A sessions for continued learning
Training Materials & Resources
- On-demand recordings and quick-start guides
- Cheat sheets for daily tasks
- Super-user coaching for internal champions
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
What usually surrounds a training engagement
Training rarely arrives on its own. It follows a go-live, a workflow rebuild or a new automation — and it fails when the thing being taught is itself the problem. These are the neighboring pieces.
Often part of the same project
- a full ChARM implementation and data migration
Most training requests arrive bolted to a go-live or a switch from another EHR. If the system is not stood up yet, this is the front half of the same job.
- fixing the workflow underneath the training
Training a team to be fast at a bad process produces faster mistakes. When the clicks themselves are the complaint, the workflow needs rebuilding before anyone is retrained on it.
- automating the steps staff repeat all day
When automation lifts work off the front desk, the job description quietly changes. Adoption stalls whenever nobody explains what replaced the old routine.
Would rather have a session scoped around the roles you need trained than a generic curriculum? Tell us who is struggling with what.
What training costs
Training is sold by the session, so you can start with the one role or workflow that is causing the most friction rather than buying a programme.
Focused training session
from $250
One hour on a specific feature or workflow, with Q&A.
Monthly support
from $250/month
Email Q&A with a guaranteed turnaround, a monthly check-in, and cheat sheets for your team.
Team rollout
Scoped to you
Role-based sessions across front desk, providers, clinical staff and billing.
Monthly support suits practices that keep onboarding new staff.