Objective Log in to Charm Health EHR, navigate the interface using Smart Navigation and the Action-Based Dashboard, manage the daily patient queue, and run the Kiosk check-in workflow for new and returning patients.

Objective Create and maintain accurate patient records in Charm, upload and share health documents, build and track treatment plans, and use flow sheets to capture clinical data across visits.

Objective Schedule appointments using the Charm calendar and appointment types, manage the waitlist and online appointment requests, set up patient recalls and follow-ups, and operate the Automated Booking Assistant and two-way text workflow.

Objective Build the documentation skills required to manage referrals, complete and sign chart notes, administer clinical questionnaires, and develop treatment plans in Charm — ensuring every entry in the patient record is accurate, defensible, and clinically actionable.

Objective Develop the billing and revenue cycle competencies needed to create clean invoices, verify insurance eligibility, secure prior authorizations for oral appliance therapy, submit electronic claims, and post insurance payments — completing every transaction correctly and efficiently.

Objective Master Charm's full communication toolkit so team members can route information to the right person through the right channel — keeping internal coordination tight, patient communication responsive, and every interaction documented, compliant, and traceable.

Objective Enable team members to manage daily inventory responsibilities, maintain product and stock records, respond to reorder alerts, and process patient product orders through Charm's e-commerce features in a way that keeps counts accurate, prevents stockouts, and supports compliant billing.

Objective Enable team members to navigate the analytics dashboard, run and interpret appointment, clinical, and billing reports, and uphold their personal security obligations including credential protection, audit trail awareness, and incident reporting.