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.
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 Health EHR.
What’s Included in Our Telehealth Setup
Module Configuration & Enablement
- Activate and customize Charm Health’s built-in telehealth tools
- Configure provider profiles, appointment types, and visit durations
- Set up secure patient invitations, consent forms, and reminders
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
Patient Experience Setup
- Customize portal messaging and email/SMS notifications
- Build pre-visit instructions and troubleshooting tips
- Optimize patient onboarding to reduce no-shows
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
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
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Week 1
Discovery & module setup
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Weeks 2
Workflow optimization & customization
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Week 3
Training & pilot virtual visits
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Week 4
Full go-live with optimization support
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 Health 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
FAQ
- Do we need additional software for telehealth?
- No — Charm Health’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.
The rest of the virtual visit
A video link is the easy part. What decides whether virtual visits are worth running is the intake, the note, the billing path and what happens when the connection drops.
What makes telehealth actually work
- redesigning the visit workflow around video
A virtual visit is a different workflow, not the in-person one with a link attached. Scheduling, rooming, documentation and checkout all need their own path.
- coaching staff through virtual visit etiquette
Someone has to own the awkward parts — confirming identity, handling a patient who cannot get audio working, closing the note before the next call starts.
- automating reminders, intake and eligibility checks
No-shows and unsigned consent forms hurt a virtual schedule more than an in-person one, because there is no waiting room to absorb the delay.
Telehealth reading
- Our full guide to telehealth workflows inside ChARM
- How the billing path differs for cash-pay and insured virtual visits
- What to do when the platform goes down mid-clinic
A practice that grew on virtual visits:
Scaling a telehealth practice without adding admin headcountWeighing ChARM telehealth against running a separate video platform alongside it? Ask us what we would do in your position.
What telehealth setup costs
Charm’s telehealth module is already included in your subscription. What you are paying for here is the workflow around it — appointment types, consent, intake, documentation and billing.
Workflow review
from $500
A deep dive into your virtual visit workflow, with recommendations.
Comprehensive overhaul
$3,000
Process mapping, config and template updates, team training, and 30 days of hypercare.
Focused training session
from $250
One hour with your team on running virtual visits in Charm.
No third-party telehealth subscription is required — this is all native Charm.