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Using CharmEHR with Tabflows

Summary 🧭: Link CharmEHR patients and reopen the matching patient dashboard from Tabflows.


Capabilities Charm EHR: Pricing, Free Demo & Feature (2026)

  • Connected view

  • Patient detection

  • Name Exchange

What works

Tabflows recognizes supported CharmEHR patient dashboards, searches CharmEHR by patient name, links the matching record, and navigates back to it.

Boundary

CharmEHR is not currently a documented Sidekick patient-data source and has no documented Tabflows write action.

Setup and matching

Add CharmEHR, sign in, and verify the result before linking. Similar names require careful identity confirmation.


Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

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