CharmHealth

What HealOS does in CharmHealth

AI Frontdesk

What the AI Frontdesk (AI Receptionist) can do in CharmHealth during a call:

Task	Available
Find the caller’s chart	Yes
Register a new patient	Yes
Find open slots	Yes
Book an appointment	Yes
Look up upcoming appointments	Yes
Cancel an appointment	Yes
Reschedule an appointment	Yes

Connect it from AI Frontdesk → Integrations → Connect an EHR (Connect your EHR).

AI Scribe

How a finished AI Scribe note gets into CharmHealth:

Route	Available
Sent from HealOS: the note is written to the patient’s chart through the EHR connection	—
Filled by the HealOS Chrome extension into the CharmHealth note open in the clinician’s browser	Yes

Connection

Method: HealOS cloud browser, Chrome extension. How the methods compare. You provide

A CharmHealth username and password and your Charm web address (for example ehr2.charmtracker.com), in AI Frontdesk → Integrations → Connect an EHR.

HealOS does

Checks the sign-in before saving anything: a login that fails is not stored.
Stores the credentials encrypted and signs in from a secure, US-based cloud browser.
Keeps one signed-in session per practice and renews it during business hours, so calls don’t wait for a login.

Limits

CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Yes: works once the practice connects the EHR (or, for the Chrome extension, installs it).
On request: built; HealOS turns it on for a practice after a review with them.
Specific setups: built for particular practice configurations; ask us before relying on it.

A Yes means the workflow exists, not that every practice’s setup allows it: practice settings, user permissions and the EHR plan can still limit it, so confirm during onboarding.

API actions

This is a catalog of what HealOS can do in each EHR. Running these actions through the HealOS API is coming later. Listing them (GET /ehr/actions) and checking which EHRs your organization has connected (GET /ehr/connections), with the ehr:read scope, are rolling out: they work on staging but are not yet available on api.healos.ai. Every action runs against the practice’s live EHR, never a sandbox.

HealOS supports 7 actions in CharmHealth. Action names (charmhealth.<action>) are stable.

Action	Description	Effect	Inputs	Outputs
Search patients `charmhealth.search_patients`	Find an existing patient in the EHR by phone number, name, date of birth or email.	read	`phone`, `first_name`, `last_name`, `dob`, `email`	`found`, `patient_id`, `display_name`
Create patient `charmhealth.create_patient`	Register a new patient chart in the EHR. Some EHRs need extra fields (for example a mailing address on NextGen).	write	`phone`, `first_name`, `last_name`, `dob`, `gender`, `email`, `provider_id`, `address1`, `city`, `state`, `zip`	`patient_id`, `display_name`
Search appointment slots `charmhealth.search_slots`	List open appointment times, optionally narrowed to a window, provider, visit type or location.	read	`start_at_utc`, `end_at_utc`, `provider_id`, `appointment_type`, `location`, `patient_dob`	`slots`
Book appointment `charmhealth.book_appointment`	Book an appointment for an existing patient, from a slot returned by search_slots.	write	`patient_id`, `slot_id`, `start_at_utc`, `duration_minutes`, `provider_id`, `appointment_type`, `chief_complaint`, `notes`	`appointment_id`, `patient_id`, `start_at_utc`
List upcoming appointments `charmhealth.list_appointments`	List a patient’s upcoming appointments.	read	`patient_id`	`appointments`
Cancel appointment `charmhealth.cancel_appointment`	Cancel one of the patient’s appointments. Refused unless the appointment belongs to that patient.	write	`patient_id`, `appointment_id`	`appointment_id`, `status`
Reschedule appointment `charmhealth.reschedule_appointment`	Move one of the patient’s appointments to a new time. Refused unless the appointment belongs to that patient.	write	`patient_id`, `appointment_id`, `slot_id`, `start_at_utc`, `duration_minutes`	`appointment_id`, `start_at_utc`

Search patients

charmhealth.search_patients · patients · version 1 Find an existing patient in the EHR by phone number, name, date of birth or email.

Safety

External effect: read
Writes to the EHR: No
Idempotent: Yes
Safe to retry: Yes
Dry run: Not supported
Touches the practice’s live EHR: Yes

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs Send at least one field.

Field	Type	Required	Description
`phone`	string	No	Phone number, E.164 preferred.
`first_name`	string	No	Patient first name.
`last_name`	string	No	Patient last name.
`dob`	string (date)	No	Date of birth (YYYY-MM-DD).
`email`	string (email)	No	Email address.

Outputs

Field	Type	Description
`found`	boolean	True on a match.
`patient_id`	string	The EHR’s patient id, as returned by search_patients or create_patient.
`display_name`	string	Patient display name. Null when the EHR does not return it.

Create patient

charmhealth.create_patient · patients · version 1 Register a new patient chart in the EHR. Some EHRs need extra fields (for example a mailing address on NextGen).

Safety

External effect: write
Writes to the EHR: Yes
Idempotent: No
Safe to retry: No. After a timeout or unclear result, check the EHR before trying again
Dry run: Not supported
Touches the practice’s live EHR: Yes
Duplicate check: not run by HealOS before creating

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs

Field	Type	Required	Description
`phone`	string	Yes	Phone number, E.164 preferred.
`first_name`	string	Yes	Patient first name.
`last_name`	string	Yes	Patient last name.
`dob`	string (date)	No	Date of birth (YYYY-MM-DD).
`gender`	string	No	Gender as the patient states it.
`email`	string (email)	No	Email address.
`provider_id`	string	No	EHR provider id to file the chart under, where the EHR assigns one at registration.
`address1`	string	No	Street address, for EHRs that require one.
`city`	string	No	City, for EHRs that require an address.
`state`	string	No	State, for EHRs that require an address.
`zip`	string	No	ZIP code, for EHRs that require an address.

Outputs

Field	Type	Description
`patient_id`	string	The EHR’s patient id, as returned by search_patients or create_patient.
`display_name`	string	Patient display name. Null when the EHR does not return it.

Search appointment slots

charmhealth.search_slots · scheduling · version 1 List open appointment times, optionally narrowed to a window, provider, visit type or location.

Safety

External effect: read
Writes to the EHR: No
Idempotent: Yes
Safe to retry: Yes
Dry run: Not supported
Touches the practice’s live EHR: Yes

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs

Field	Type	Required	Description
`start_at_utc`	string (date-time)	No	Window start (ISO 8601 UTC).
`end_at_utc`	string (date-time)	No	Window end (ISO 8601 UTC).
`provider_id`	string	No	EHR provider id.
`appointment_type`	string	No	Visit type id or name.
`location`	string	No	Location name or id, for multi-location practices.
`patient_dob`	string (date)	No	Patient date of birth (YYYY-MM-DD), used only to honour per-provider age limits.

Outputs

Field	Type	Description
`slots`	array of object

Each item in slots:

Field	Type	Description
`slot_id`	string	Opaque slot id from search_slots. Preferred over start_at_utc: it carries the provider, visit type and duration the EHR needs.
`start_at_utc`	string	Start (ISO 8601 UTC). Null when the EHR does not return it.
`date`	string	Date in the practice’s time zone (YYYY-MM-DD).
`time`	string	Time in the practice’s time zone.
`duration_minutes`	integer	Visit length in minutes.
`provider_id`	string	The EHR’s provider id. Null when the EHR does not return it.
`appointment_type`	string	Visit type. Null when the EHR does not return it.

Book appointment

charmhealth.book_appointment · scheduling · version 1 Book an appointment for an existing patient, from a slot returned by search_slots.

Safety

External effect: write
Writes to the EHR: Yes
Idempotent: No
Safe to retry: No. After a timeout or unclear result, check the EHR before trying again
Dry run: Not supported
Touches the practice’s live EHR: Yes

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs Send slot_id or start_at_utc.

Field	Type	Required	Description
`patient_id`	string	Yes	The EHR’s patient id, as returned by search_patients or create_patient.
`slot_id`	string	No	Opaque slot id from search_slots. Preferred over start_at_utc: it carries the provider, visit type and duration the EHR needs.
`start_at_utc`	string (date-time)	No	Appointment start as an ISO 8601 UTC instant.
`duration_minutes`	integer	No	Visit length in minutes.
`provider_id`	string	No	EHR provider id.
`appointment_type`	string	No	Visit type id or name.
`chief_complaint`	string	No	Reason for the visit.
`notes`	string	No	Free-text note stored on the appointment.

Outputs

Field	Type	Description
`appointment_id`	string	The EHR’s appointment id, as returned by list_appointments or book_appointment.
`patient_id`	string	The EHR’s patient id, as returned by search_patients or create_patient.
`start_at_utc`	string	Booked start (ISO 8601 UTC). Null when the EHR does not return it.

List upcoming appointments

charmhealth.list_appointments · scheduling · version 1 List a patient’s upcoming appointments.

Safety

External effect: read
Writes to the EHR: No
Idempotent: Yes
Safe to retry: Yes
Dry run: Not supported
Touches the practice’s live EHR: Yes

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs

Field	Type	Required	Description
`patient_id`	string	Yes	The EHR’s patient id, as returned by search_patients or create_patient.

Outputs

Field	Type	Description
`appointments`	array of object

Each item in appointments:

Field	Type	Description
`appointment_id`	string	The EHR’s appointment id, as returned by list_appointments or book_appointment.
`start_at_utc`	string	Start as an ISO 8601 UTC instant. Null when the EHR does not return it.
`end_at_utc`	string	End as an ISO 8601 UTC instant. Null when the EHR does not return it.
`date`	string	Start date in the practice’s time zone (YYYY-MM-DD).
`time`	string	Start time in the practice’s time zone.
`provider_id`	string	The EHR’s provider id. Null when the EHR does not return it.
`provider_name`	string	Provider display name. Null when the EHR does not return it.
`reason`	string	Visit reason or type. Null when the EHR does not return it.

Cancel appointment

charmhealth.cancel_appointment · scheduling · version 1 Cancel one of the patient’s appointments. Refused unless the appointment belongs to that patient.

Safety

External effect: write
Writes to the EHR: Yes
Idempotent: No
Safe to retry: No. After a timeout or unclear result, check the EHR before trying again
Dry run: Not supported
Touches the practice’s live EHR: Yes
Ownership check: the appointment must belong to the patient, or the action is refused

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs

Field	Type	Required	Description
`patient_id`	string	Yes	The EHR’s patient id, as returned by search_patients or create_patient.
`appointment_id`	string	Yes	The EHR’s appointment id, as returned by list_appointments or book_appointment.

Outputs

Field	Type	Description
`appointment_id`	string	The EHR’s appointment id, as returned by list_appointments or book_appointment.
`status`	string	The appointment’s new status.

Reschedule appointment

charmhealth.reschedule_appointment · scheduling · version 1 Move one of the patient’s appointments to a new time. Refused unless the appointment belongs to that patient.

Safety

External effect: write
Writes to the EHR: Yes
Idempotent: No
Safe to retry: No. After a timeout or unclear result, check the EHR before trying again
Dry run: Not supported
Touches the practice’s live EHR: Yes
Ownership check: the appointment must belong to the patient, or the action is refused

Runs in a cloud browser session against the EHR’s web app: expect several seconds per call and limited concurrency per practice.
CharmHealth limits daily sign-ins per account. HealOS reuses one signed-in session per practice, but heavy use can still exhaust them.

Inputs Send slot_id or start_at_utc.

Field	Type	Required	Description
`patient_id`	string	Yes	The EHR’s patient id, as returned by search_patients or create_patient.
`appointment_id`	string	Yes	The EHR’s appointment id, as returned by list_appointments or book_appointment.
`slot_id`	string	No	Opaque slot id from search_slots. Preferred over start_at_utc: it carries the provider, visit type and duration the EHR needs.
`start_at_utc`	string (date-time)	No	Appointment start as an ISO 8601 UTC instant.
`duration_minutes`	integer	No	Visit length in minutes.

Outputs

Field	Type	Description
`appointment_id`	string	The EHR’s appointment id, as returned by list_appointments or book_appointment.
`start_at_utc`	string	New start (ISO 8601 UTC). Null when the EHR does not return it.

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What HealOS does in CharmHealth

AI Frontdesk

AI Scribe

Connection

API actions

Search patients

Create patient

Search appointment slots

Book appointment

List upcoming appointments

Cancel appointment

Reschedule appointment

​What HealOS does in CharmHealth

​AI Frontdesk

​AI Scribe

​Connection

​API actions

​Search patients

​Create patient

​Search appointment slots

​Book appointment

​List upcoming appointments

​Cancel appointment

​Reschedule appointment

What HealOS does in CharmHealth

AI Frontdesk

AI Scribe

Connection

API actions

Search patients

Create patient

Search appointment slots

Book appointment

List upcoming appointments

Cancel appointment

Reschedule appointment