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Hospital staff in hallway

Unlock the Full Power of Charm Telehealth

We configure Charm’s built-in HIPAA-compliant telehealth module and optimize your
virtual visit workflows so your team and patients can connect seamlessly from anywhere.

Doctors

Who It’s For

  • Practices adding virtual care for the first time

  • Clinics that want to improve their existing telehealth workflows

  • Providers needing a HIPAA-compliant solution without extra software

 

​Outcome: Deliver secure, efficient, and patient-friendly virtual visits directly inside Charm EHR.

What’s Included in Our Telehealth Setup

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Module Configuration & Enablement

  • Activate and customize Charm’s built-in telehealth tools

  • Configure provider profiles, appointment types, and visit durations

  • Set up secure patient invitations, consent forms, and reminders

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Workflow Design & Optimization

  • Map and streamline virtual visit flows from scheduling to billing

  • Automate intake, consent, and pre-visit checklists

  • Create templates for telehealth charting and follow-up notes

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Patient Experience Setup

  • Customize portal messaging and email/SMS notifications

  • Build pre-visit instructions and troubleshooting tips

  • Optimize patient onboarding to reduce no-shows

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Staff Training & Launch Support

  • Hands-on training for scheduling, providers, and front desk staff

  • Go-live support during your first week of virtual visits

  • Troubleshooting guide and post-launch optimization session

Telemedicine Consultation Scene

Why Telehealth Integration Matters

  • Expand Access: Offer care beyond your physical office

  • Boost Revenue: Add reimbursable visit types without extra overhead

  • Improve Care: Reduce barriers to follow-ups and chronic care check-ins

  • Enhance Efficiency: Streamlined virtual workflows free up staff time

Implementation Timeline

Week 1

Discovery & module setup

Weeks 2

Workflow optimization & customization

Week 3

Training & pilot virtual visits

Week 4

Full go-live with optimization support

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Packages

Telehealth Starter

Best for healthcare practices

 

  • Module activation & basic configuration

  • 1 workflow design session

  • Staff training + launch support

Telehealth Pro

Best for multi-provider clinics

 

  • Advanced automation & patient onboarding flows

  • Custom templates + follow-up workflows

  • Analytics & optimization review

Custom Enterprise

Large or multi-site groups

 

  • Complex workflow design

  • Ongoing support and training

  • KPI dashboard & reporting setup

Why Choose Us?

100% focused on Charm EHR. No third-party add-ons needed

Deep experience optimizing virtual visit workflows across specialties

Compliance-first approach: HIPAA, audit logs, and secure data handling

Seamless training and go-live support for your whole team

Doctor

FAQ

Do we need additional software for telehealth?
No — Charm’s telehealth tools are built-in and fully HIPAA-compliant. We help you unlock their full potential without extra subscriptions.


Will patients need to download anything?
No apps required. Patients join securely via a browser link from email or text.


Can telehealth visits be billed to insurance?
Yes. We help configure billing workflows and codes for telehealth reimbursement.


What if our team is new to virtual care?
We provide role-based training and best practices to ensure a smooth rollout.

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