Automated Patient Data Logging and Tracking:

When new patient records, appointments, or form submissions are created in Charm Health, the data is automatically exported to Google Sheets as new rows. This allows the healthcare team to maintain a real-time patient database. Centralizes patient information for easy access and analysis. Reduces manual data entry and minimizes errors. Makes it easier to filter, search, and report on patient data.

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Real-Time Appointment and Follow-Up Tracking:

Appointment statuses (scheduled, completed, or canceled) in Charm Health are automatically updated in Google Sheets. Follow-up reminders or pending tasks can also be tracked using conditional formatting or custom formulas. Provides a clear overview of upcoming, completed, and missed appointments. Improves patient follow-up management with task lists in Sheets. Reduces the chance of missed follow-ups by highlighting overdue tasks.

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Automated Reporting and Compliance Documentation:

Data from Charm Health (e.g., patient visits, treatment outcomes, or billing records) is automatically transferred to Google Sheets, creating reports or compliance documentation in real-time. Simplifies reporting and auditing with up-to-date data. Improves compliance tracking by automating documentation. Provides insights into patient trends and operational performance.