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Reviews platform · Medical & EHR integration

CharmHealth review integration

StandardMedical & EHRDaily syncHIPAA-safe

Send review requests automatically after every completed CharmHealth visit. No exports, no extra work for the front desk.

  • 3,200+ practices
  • Google Premier Partner
  • For doctors, by doctors

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In short: Yes, our reviews platform works with CharmHealth. It's a Standard integration: secure cloud connection, authorized by your practice in CharmHealth, and once a day it picks up the visits completed the day before. Each of your patients then gets a review request by text or email. Only name, email, mobile number and visit date are used; clinical, treatment and insurance details are never synced.
Integration details

CharmHealth at a glance

Integration tier
Standard
Software type
Cloud EHR software
How it connects
Secure cloud connection, authorized by your practice in CharmHealth
Sync
Once a day: visits completed the day before
Data used
First and last name, email, mobile number and visit date
Practice type
Medical & EHR
How the integration works

From a completed CharmHealth visit to a review request.

  1. 01
    Authorize the connection

    Your practice approves the connection in CharmHealth. We handle the rest of the setup.

  2. 02
    Daily sync

    Once a day it reads the visits completed the day before: name, email and mobile number only.

  3. 03
    Requests go out

    Each of your patients gets a short text or email with a one-tap link to Google, Healthgrades or Vitals.

What syncs

Only contact details. Never clinical data.

✓ Synced from CharmHealth

  • First and last name
  • Email and mobile number
  • Completed-visit date

✕ Never synced

  • Diagnoses, treatment, charting or notes
  • Insurance and payment details
  • The reason for the visit
Integration tiers

What the labels mean

CharmHealth is a Standard integration. Every integration includes the full Reviews platform.

  • StandardStandardConnects through the standard setup for this software.
  • PremiumPremiumAPI-based connection with additional setup steps.
  • EnterpriseEnterpriseBuilt for larger groups and multi-location organizations.
  • PlatinumPlatinumAdvanced EHR and health-system connection, set up with your IT team.
Other medical & ehr integrations

Also works with

See all 112 medical & ehr integrations →

By specialty

Reviews for your specialty

Pick your practice type: where your patients leave reviews, the software we connect to, and your free audit.

Where medical patients leave reviews

  • Google
  • Healthgrades
  • WebMD
  • Vitals
  • Zocdoc

52% of patients check WebMD and 27% check Healthgrades before choosing a provider.RepuGen Patient Review Survey, 2025

Works with your EHR or practice management software

See all 112 medical integrations →
Get my free medical review auditYour rating, review count, recency and reply rate next to 3 nearby practices. Free, no obligation.Get my free auditMedical marketing →
FAQ

CharmHealth integration questions

Does CharmHealth integrate with Google reviews?
CharmHealth doesn't post reviews itself, but our reviews platform connects to CharmHealth and automatically asks each of your patients to review your practice on Google, Healthgrades, Vitals or another site you choose after their visit.
Is the CharmHealth integration HIPAA compliant?
The integration only uses contact details: name, email, mobile number and visit date. No diagnoses, treatment, notes or insurance data leave CharmHealth, and review requests never mention the reason for the visit. Replies to reviews are written so they never confirm someone is a patient.
What does "Standard integration" mean?
Connects through the standard setup for this software. Every integration includes the full Reviews platform: requests, replies, alerts, website widgets and reporting.
Do we need to install anything for CharmHealth?
No. CharmHealth runs in the cloud, so your practice only approves the connection.
How soon after a visit do patients get the request?
Requests go out after the daily sync, usually the day after the visit while the experience is still fresh. You choose text, email or both, and one reminder at most.
Can we leave certain patients out?
Yes. You can skip specific people, providers, appointment types or locations. What you can't do is only ask people you expect to be happy: Google doesn't allow review gating, so every eligible person gets the same request.

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