Charm HealthImplementation & Training
We help new users set up Charm Health EHR, migrate data, and train staff — so you can go live quickly and confidently.
We help new users set up Charm Health EHR, migrate data, and train staff — so you can go live quickly and confidently.
We train your staff to master Charm Health EHR so you get maximum ROI from day one.
Configure Charm Health’s built-in HIPAA-compliant telehealth tools and design seamless virtual visit workflows for better patient engagement.
Connect Charm to platforms like QuickBooks, Salesforce, and Zoho — and build automations that eliminate double data entry and manual tasks.
Customize templates, forms, and processes to match your practice’s needs, streamline operations, and improve patient care.
Go beyond out-of-the-box functionality. We build custom modules, dashboards, and integrations tailored to your specialty and workflow.
Use AI, predictive analytics, and MCP multi-agent systems to automate workflows, surface insights, and enhance decision-making.
Three ways to engage, with no lock-in and no bloated retainer. Most practices start small — an audit or a single training session — and expand once they can see what it is worth.
À la carte
from $150
Fast, fixed-scope help with no long-term commitment. An audit, a training session, a single workflow review — a way to see how we work before committing to anything.
Monthly support
from $250/month
Predictable, flat-cost backup. Email Q&A with a guaranteed turnaround, a monthly check-in, and hands-on time each month. No bloated retainer.
Project-based
from $3,000
One-time work with lasting impact — a full workflow overhaul, an integration build, or a custom module. Quoted per scope.
Not sure where you fit? A discovery call is free, and we will tell you honestly if you do not need us yet.