Automated Patient Data Export and Reporting:

Patient information, appointment schedules, and treatment data from Charm Health are automatically exported into structured Excel spreadsheets. This allows real-time reporting on metrics such as patient visits, cancellations, or treatment outcomes. Simplifies reporting by consolidating patient data in Excel. Enables easy filtering, sorting, and analysis of key metrics. Improves decision-making with up-to-date patient insights.

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Appointment and Follow-Up Tracking:

Scheduled and completed appointments in Charm Health are synced with Excel to track visit status and follow-up tasks. Conditional formatting in Excel can highlight overdue follow-ups or no-shows, helping the care team prioritize patient outreach. Ensures timely follow-ups, improving patient care and engagement. Reduces missed appointments by tracking no-shows in real-time. Provides visibility into appointment trends and scheduling gaps.

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Billing and Payment Reconciliation:

Payment records and billing data from Charm Health are automatically transferred to Excel for reconciliation. Staff can track outstanding payments, generate invoices, and ensure accurate financial reporting. Automates billing workflows, reducing manual data entry. Improves financial transparency with easy-to-read reports. Helps identify payment delays and outstanding balances efficiently.