Connect Charm EMRtoMicrosoft Excel
Build HIPAA-compliant automations that sync data across your Charm EMR and Microsoft Excel with AI.
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Build yourCharm EMRandMicrosoft Excelautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Charm EMR
Trigger
Triggers on selected events
trigger
Patient updated
Triggers when a patient is updated
trigger
Patient created
Triggers when a new patient is created
trigger
Appointment created
Gets triggered when a new appointment is created
trigger
Medication request created
Gets triggered when a new medication request is created
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
Reschedule appointment
Reschedules an appointment
action
Cancel appointment
Cancels an appointment
action
Upload document
Uploads a document to a patient's chart
action
Create quick note
Creates a quick note for a patient
action
Get procedures
Retrieves a list of procedures recorded for a patient
action
Get problems
Retrieves a list of problems recorded for a patient
action
Get treatment plan
Retrieves a list of treatment plans for a patient
action
Get medications
Retrieves a list of medications recorded for a patient
action
Get allergies
Retrieves a list of allergies recorded for a patient
action
Get vitals
Retrieves a list of vital signs for a patient
action
Get lab results
Retrieves a list of lab results for a patient
action
Get patient insurance
Retrieves insurance information for a patient
action
Get invoice
Retrieves a specific invoice
action
Authenticate
Requests a new access token
action
Get members
Retrieves a list of all members
action
Get questionnaire responses
Retrieves a list of QuestionnaireResponse resources
action
Update appointment
Updates an appointment's information
action
Get facilities
Retrieves a list of facilities added in a practice
action
Get patient
Retrieves a patient record
action
Update patient
Updates a patient
action
Create appointment
Creates a new appointment
action
Get categories
Retrieves a list of available categories
action
Get invoices
Retrieves a list of all invoices
action
Get visit types
Retrieves a list of available visit types
action
Get appointment statuses
Fetches all appointment statuses
action
Get appointments
Retrieves a list of appointments for a specific period in a facility
action
Update invoice
Updates a specific invoice
action
Get appointment
Fetches an appointment's details by its identifier
action
Create invoice
Creates an invoice
action
Get workflow status
Retrieves a list of all workflow statuses
action
Get medication requests
Retrieves a list of medication requests
action
Get patients
Retrieves a list of all patients
action
Create patient
Creates a new patient
action
Microsoft Excel
Row created
Gets triggered when a new row is added to a specified sheet
trigger
Row updated
Triggers when the values of an existing row change in the selected worksheet
trigger
Get table rows
Retrieves all rows from a table in a workbook
action
Get workbook
Retrieves a workbook from OneDrive, SharePoint, or a shared item
action
Find row
Finds a row in the selected worksheet
action
Create session
Creates a session that lets all changes made to a workbook to be persisted, for a workbook from OneDrive, SharePoint, or a shared item
action
Get tables
Gets all tables from a workbook in OneDrive, SharePoint, or a shared item
action
Update table row
Updates a row in a worksheet table
action
Create table row
Creates a new row in a worksheet table
action
Get worksheets
Retrieves all worksheets from a workbook
action
Clear cells
Clears cells from a worksheet in OneDrive, SharePoint, or a shared workbook
action
Add row
Adds a row at the end of a worksheet from OneDrive, SharePoint, or a shared workbook
action
Copy workbook
Creates a copy of an existing workbook from OneDrive, SharePoint, or a shared item
action
Get drive item
Gets an existing drive item from OneDrive, SharePoint, or a shared item
action
Get workbooks
Retrieves a list of workbooks
action
Get OneDrive folders
Lists all folders within the OneDrive
action
Update row
Updates a row from a worksheet
action
Get cells
Gets cells from a worksheet in OneDrive, SharePoint, or a shared workbook
action
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Build your Charm EMR and Microsoft Excel automation with AI
Charm EMR is a cloud-based electronic medical records platform designed for healthcare providers to manage patient records, appointments, billing, and telehealth services efficiently.
Microsoft Excel is a spreadsheet software developed by Microsoft, used for data analysis, visualization, and complex calculations. It supports various functions and integration with other Microsoft services.
FAQ
Got questions ?
Is Keragon HIPAA-compliant?
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
How long does it take to set up an integration?
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Can I customize the workflows?
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
What happens if an API fails?
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.
"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."
“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”
“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”
“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”
“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”
“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”
“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”
“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”
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“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”
“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”
