Templates and Training: ChARM by Annie Frisbie

Templates and Training: ChARM

Complete step-by-step walkthrough to get your practice set up on ChARM, a comprehensive workflow for a typical client, and power user tips and strategies. Includes access codes for the lactation-specific intake and charting templates I've created for ChARM.
Includes codes to import my custom & customizable intake and charting templates to your practice and step-by-step instructions on how to use them in your lactation practice.

What's included?

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Contents

Welcome!
About ChARM
Sign up for ChARM
How to use this module
Usage Permissions & Copyright
Setting up your practice
Configuring your account
Facility
Patient
Calendar
Billing
Task
Message
Patient Recall
PHR Settings
Directory
Templates
Questionnaires
Documents
Encounter
Quick Text
Client workflow
Intake
Charting an encounter: Intro
Charting with the SOAP Template
Charting with Brief and Comprehensive
Charting a Follow Up Visit or a Prenatal
Charting a Phone Consult
Using the chart note app
Sending a care plan
Sending a doctor report
Secure messaging
Tracking payments, billing, and insurance
Self pay clients
Insurance clients
Additional features
Inventory
Tasks
Growth chart
Scheduler app

About Annie Frisbie

Annie Frisbie has served hundreds of families since becoming an IBCLC in 2011. Her mission is to empower IBCLCs to transform their private practice to increase productivity, reduce stress, improve client communications, and cultivate career longevity through her deeply researched yet accessible books, tools, and services.
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