Automated Appointment Scheduling and Calendar Sync:

When a patient books or updates an appointment in Charm Health, the event is automatically synced to the provider’s Outlook calendar. Any reschedules or cancellations are reflected in both systems in real time. Eliminates double bookings and scheduling conflicts. Keeps the care team aligned with real-time updates. Simplifies schedule management across platforms.

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Pre-Appointment Emails with Instructions and Forms:

When an appointment is scheduled in Charm Health, Outlook sends an automated email to the patient with pre-visit instructions and links to any required intake or consent forms. Completed forms are automatically recorded in Charm Health. Reduces in-office wait times by gathering information in advance. Improves patient compliance with clear pre-visit instructions. Enhances operational efficiency by automating patient communication.

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Post-Appointment Follow-Up Reminders and Tasks:

After a patient’s visit, Charm Health triggers Outlook to send follow-up emails with post-care instructions, satisfaction surveys, or reminders to schedule future appointments. Outlook tasks can also be created for staff to manage follow-up actions. Ensures continuity of care with timely follow-ups. Collects feedback for continuous service improvement. Automates routine tasks, freeing staff for higher-priority activities.