Charm Health Expert Consulting Services

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.