Installing the extension

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

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

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.
   
   

Managing patient records in Zoho Desk

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.