Overview
Charm EMR is a cloud-based medical record platform for managing patient records, appointments, billing, and telehealth.
Use Keragon to connect Charm EMR with Balance and bring patient responsibility into a digital-first billing workflow. A configured workflow can send eligible patient and balance data to Balance, deliver digital statements by text and email, automate follow-up, and support payment-status or posting workflows when the available Charm EMR actions permit it.
Exact triggers, actions, and data mappings depend on your Charm EMR configuration and connector permissions. Contact Balance to confirm the workflow for your practice.
