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"Charm Health is a cloud-based medical records and practice management application. This tutorial covers how to use documents in Charm, including uploading, adding to patient files, viewing, signing, and sharing. Documents like consent forms can be uploaded under Settings > Documents. Private documents can be uploaded to 'My Documents,' while practice-wide documents can be uploaded to 'Practice Documents.' Uploaded consent forms can be shared with patients when scheduling appointments. New patient package documents are emailed to new patients. Select a folder, adjust the date if needed, and choose the file to upload."
