Don't let admin costs eat 25% of your revenue. Get a free consultation →
Integration Logo

Charm EMR

Integration

EHR & Practice Management
Cevi AI Agents Integrations Background
HIPAA CompliantNo Code RequiredFHIR R4 ReadyReal-Time Sync

Charm EMR Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Charm EMR workflows run without staff lifting a finger.

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Charm EMR workflows run without staff lifting a finger.

2
Triggers
22
Actions
25+
API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Explore Charm EMR triggers and actions

Cevi supports 2 Charm EMR triggers and 22 actions

Charm EMR
Medication request created
Gets triggered when a new medication request is created
trigger
Charm EMR
Appointment updated
Gets triggered when there are changes on appointments, such appointment confirmed, canceled, etc.
trigger
Charm EMR
Get patient insurance
Retrieves insurance information for a patient
action
Charm EMR
Get invoice
Retrieves a specific invoice
action
Charm EMR
Authenticate
Requests a new access token
action
Charm EMR
Get members
Retrieves a list of all members
action

Charm EMR API Capabilities

25+ API endpoints. OAuth 2.0 authentication. Real-time webhooks. FHIR R4 support.

View official API documentation
API Endpoints
25+
Authentication
OAuth 2.0
FHIR
R4 ✓
Webhooks
Yes ✓

Patient Management

  • Patient CRUD
  • Demographics
  • Insurance

Scheduling

  • Appointment management
  • Online scheduling
  • Reminders

Clinical

  • Encounters
  • Medications
  • Allergies
  • Vitals
  • Lab results

Billing

  • Claims
  • Payments
  • Eligibility

Telehealth

  • Built-in telehealth (ChARM Telehealth)

Build your Charm EMR automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Charm EMR

About Charm EMR

EHR & Practice Management

charm-emr

View API documentation

Quick Facts

CategoryEHR & Practice Management
AuthOAuth 2.0
Endpoints25+
FHIRR4 ✓
WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.
Most Charm EMR workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.
Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.
Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.
Yes. Charm EMR supports FHIR R4, enabling standardized clinical data exchange. Cevi leverages both FHIR and proprietary APIs for maximum automation coverage.
Yes. Charm EMR supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.
Yes. Cevi supports both reading data from Charm EMR (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.
Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II