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Transform Your Charm EHR Into a Perfect Fit for Your Practice

We customize templates, forms, and processes in Charm to match the way you work
— improving efficiency, boosting staff productivity, and elevating patient care.

Doctor Patient Consultation

Who It’s For

  • Practices using Charm “out of the box” but hitting inefficiencies

  • Teams spending too much time on repetitive clicks and manual data entry

  • Clinics wanting to tailor Charm to their specific specialty and workflows

  • Organizations aiming to improve patient experience and staff satisfaction

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Outcome: A streamlined, intuitive Charm setup that fits your team’s daily operations — not the other way around.

What’s Included in Workflow Optimization

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Workflow Assessment & Gap Analysis

  • Deep-dive into your current Charm usage and clinic operations

  • Identify bottlenecks, redundant steps, and manual work

  • Document ideal workflows tailored to your team and specialty

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Template & Form Customization

  • Build specialty-specific charting templates and encounter forms

  • Streamline intake forms, consent documents, and follow-ups

  • Automate repetitive data entry fields and link them to workflows

  • Create custom superbills and billing templates aligned with your coding patterns

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Process Redesign & Optimization

  • Redefine front-desk workflows for scheduling, check-in, and eligibility

  • Streamline provider workflows for documentation, orders, and e-prescribing

  • Optimize billing flows from charge capture to claims submission

  • Design automated patient engagement flows for reminders, follow-ups, and recalls

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Staff Training & Adoption Support

  • Role-based training on new workflows and templates

  • Quick-reference guides and SOP documentation

  • Post-launch office hours and Q&A to ensure smooth adoption

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Continuous Improvement & Future-Proofing (Optional)

  • Quarterly workflow audits as your practice grows

  • Ongoing template updates for new services or specialties

  • Optimization check-ins when Charm releases new features

Doctor Reviewing Documents

Real-World Examples of Optimization

  • A family practice reduced provider documentation time by 35% after we customized encounter templates and pre-filled forms.

  • A specialty clinic cut check-in time in half by redesigning front-desk workflows and digital intake processes.

  • A billing team increased first-pass claims acceptance by 28% by streamlining charge capture and automating coding prompts.

Implementation Timeline

Week 1

Workflow assessment & planning

Weeks 2

Template and form customization

Week 3

Workflow redesign & staff training

Week 4

Go-live & post-launch optimization

Female Doctor

Packages

Workflow Tune-Up

  • Audit + 3 custom templates or forms

  • Basic workflow redesign

Practice Optimization

  • Full workflow redesign across front desk, clinical, and billing

  • Role-based training + SOP documentation

Growth Optimization

  • Complex multi-specialty or multi-location workflow builds

  • Ongoing optimization and quarterly audits

Why Choose Us?

30–50% faster documentation with custom templates.

20–40% reduction in administrative workload.

Higher patient satisfaction from smoother check-in and follow-ups.

Fewer billing errors and faster payments.

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