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This video tutorial introduces viewers to Charm Health, a cloud-based medical records management and practice management application. It covers how to use documents in Charm, including uploading documents, adding documents to patient files, viewing, signing, and sharing documents, and comparing documents. Documents such as consent forms and patient handouts can be uploaded in the settings under documents. Private documents are stored under "My Documents," while documents for practice-wide use are under "Practice Documents." Uploaded documents can be shared with patients, sent to new patients via email, and organized in folders. Select the document type and date before uploading.
