ChARM EHR for Zoho Desk | Online Help | Zoho Desk

ChARM EHR for Zoho Desk

The ChARM EHR for Zoho Desk extension is designed to synchronize patient information between ChARM EHR and Zoho Desk. With this integration, patient data can be accessed anytime from tickets in Zoho Desk, and the data can be managed from within the Zoho Desk. New patient records can also be created in ChARM EHR from Zoho Desk.

Installing the extension

The ChARM EHR extension can be installed from the Zoho Marketplace or from your Zoho Desk account.

To install from Zoho Desk:
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) in the top bar.
  3. Under Marketplace, click All.
  4. Search for and select the ChARM EHR extension, then click Install.
  5. In General Settings, select the department and profiles whose agents can access the extension in Zoho Desk.
  6. Agree to the Terms of Use, then click Install.

  7. Click Authorize, then click Accept to authorize Zapps to activate the extension.
  8. Click Authorize, then click Accept to authorize your Zoho OAuth service.
  9. Click Authorize, and authorize with your Charm EHR credentials.
  10. Under Configuration, provide the API Key of your ChARM EHR account.
  11. Click Save.

Note: To obtain API key from the ChARM EHR, click here.

Accessing the extension

The extension can be accessed from the left tab of the ticket detail page. To access the extension, open a ticket from your portal.
  1. Click the  icon on the left side of the ticket detail page.
    All extensions installed in this location will be listed.
  2. Select ChARM EHR.
    The widget will be displayed in the left panel of the ticket detail page.

Creating patient record from Zoho Desk

You can create a patient record in ChARM EHR from the Zoho Desk if there are no records associated with the email in the ticket opened. To create a patient record, enter the following details in the ChARM EHR widget opened in the left panel.
  1. The Email field will be auto-populated from the ticket.
  2. Select a Facility from the drop-down.
  3. Enter First Name and Last Name.
  4. Provide the Date of Birth details.
  5. Enter the Contact number.
  6. Select Gender.
  7. Click Add Patient.

The details will be added as a new patient record in ChARM EHR.

Managing patient records in Zoho Desk

The details of existing records in ChARM EHR can be viewed and modified in Zoho Desk using this extension, when a ticket is received from them. Multiple patient accounts can be mapped to a single email address in ChARM EHR. The details of all those multiple accounts can be viewed and modified in Zoho Desk. Any changes made in Zoho Desk will be synced in ChARM EHR simultaneously.

To view patient records:
  1. Open the ticket from the desired contact.
  2. Select ChARM EHR widget in the left panel.
  3. The patient list associated with the email address in the ticket will be shown.
    It can be a single contact or multiple contacts.

  4. If multiple contacts are present, click on the desired contact.
    The details of the selected contact will be shown.
  5. Of the patient records, the First Name, Last Name, Contact Number, and Date of Birth can be modified in Zoho Desk.

Note: Along with the patient details, any appointments associated with the patient in ChARM EHR will also be displayed.

Uninstalling the extension

  1. Click the Setup icon ( ) in the top bar.
  2. In the Setup Landing page, click All under Marketplace.
  3. In the Marketplace page, click Installed Extensions.
  4. Choose ChARM EHR from the list of extensions.
  5. Click the More icon () in the upper-right corner of the ChARM EHR extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Highrise for Zoho Desk

                                                                                      View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...
                                                                                    • Zoho Desk HIPAA Compliance Guide

                                                                                      Introduction The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities ...
                                                                                    • What is Zoho Desk?

                                                                                      Help Desk Management Software For Your Business Zoho Desk is web-based help desk software that gives you the ability to manage your customer support activities efficiently. Zoho Desk allows you to assign, track and set up alerts on help desk tickets ...
                                                                                    • Why Zoho Desk?

                                                                                      On-demand & Web-Based Zoho Desk, an on-demand, web-based help desk software allows your agents to engage with customers and deliver satisfaction in the fastest and easiest way. And because it's all on the cloud, lesser the cost of installation and ...
                                                                                    • Zoho Sprints Extension for Zoho Desk

                                                                                      Zoho Sprints is an online agile project management solution designed to help teams plan their project, track their progress, and deliver great products on time. It also enables people to discuss, collaborate, and iterate on their products to achieve ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources