top of page
Team Portrait

Charm Expert Consulting Services

11962.jpg

Charm Implementation & Training

We help new users set up Charm EHR, migrate data, and train staff — so you can go live quickly and confidently.

84809.jpg

Charm

EHR Training

We train your staff to master Charm EHR so you get maximum ROI from day one.

2148944850.jpg

Telehealth Integration & Optimization

Configure Charm’s built-in HIPAA-compliant telehealth tools and design seamless virtual visit workflows for better patient engagement.

674.jpg

API & Automation Consulting

Connect Charm to platforms like QuickBooks, Salesforce, and Zoho — and build automations that eliminate double data entry and manual tasks.

23.jpg

Workflow Optimization

Customize templates, forms, and processes to match your practice’s needs, streamline operations, and improve patient care.

2150104516.jpg

Charm Custom Development

Go beyond out-of-the-box functionality. We build custom modules, dashboards, and integrations tailored to your specialty and workflow.

100453.jpg

AI for Charm

Use AI, predictive analytics, and MCP multi-agent systems to automate workflows, surface insights, and enhance decision-making.

bottom of page