COVID forever altered how firms view their internal protocols and procedures. It influenced companies of all sizes and industries, posing new challenges for staying connected. The pandemic demonstrated that all firms need to incorporate digital tools into everyday routines. They became crucial for far more than hybrid working models.
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This video tutorial introduces Charm Health, a cloud-based medical records and practice management application. It covers topics such as uploading, adding, viewing, signing, and sharing documents in Charm. Documents like consent forms and patient handouts can be uploaded under settings, choosing between personal or practice documents. Consent forms are shared with patients, while documents uploaded under a new patient package are emailed to new patients before their first appointment. Select a folder, upload the file, and choose document type to organize and manage documents effectively.
