Built for Charm EHR practices

Charm charts your patients. But who's following up?

MMR CRM is the communications and practice-management engine that sits on top of Charm — automating the no-show follow-ups, dormant-patient reengagement, and balance collection you're currently doing by hand. Or worse, not doing at all.

Works with Charm EHRRuns on Spruce + Stripe20-minute demo
CRMMMR CRMSits on top — automates the business side
↑  runs on  ↑
EHR
Charm
SMS
Spruce
$
Stripe
The specific math

A 1% drop in no-shows is real money.

A Charm-optimized calendar still runs a 3–5% no-show rate. Cut that baseline by just 1 point in a practice running 60 sessions a week, and you recover 2.5 additional patient visits a month — roughly $250/month in revenue from reminder optimization alone. That's one variable, at one practice size. Bring your own numbers to the demo and we'll run them together.

Schedule a demo
3–5%
Baseline no-show rate
+2.5
Extra visits/mo from a 1% drop
$250
Recovered revenue/mo
The problem

Be honest. Is this your “system”?

Charm is a great EHR. It is not a CRM. If Charm is all you're running, your practice operations probably look like this:

Your patient lists live in spreadsheets.

Exported, outdated the moment you save them, and owned by whichever staff member built them. That's not a system. That's a liability with tabs.

Your reports are built by hand.

Someone on your team spends hours every month copy-pasting numbers to answer questions you should be able to answer in one click.

Your outreach is manual.

Reminders, reschedules, balance follow-ups — one patient at a time, when someone remembers, if someone remembers.

You don't know who's quietly gone.

Right now, you cannot name the patients who terminated care last quarter — or when they left, or why. They didn't tell you. They just stopped booking. And nobody noticed.

The math

The most expensive software you own is the software you don't have.

None of this feels like an emergency, because the losses are invisible — that's exactly why they compound. Run your own numbers; they don't have to be ours. Schedule a demo and we'll do the math live.

No-shows

In behavioral health, no-show rates are notoriously high. If even a handful of missed sessions per week go un-rescheduled, at typical psychiatry or therapy session rates you're losing thousands of dollars a month in appointments that a well-timed automated sequence would have recovered.

This week's calendar
Mon 10:00 — J. RuizAttended
Wed 2:30 — T. NguyenNo-show
Thu 9:00 — K. BrandtNo-show
2 missed this week≈ $280 unrecovered

Dormant patients

Every practice has a graveyard of patients who came 3–5 times and drifted off. Each one already trusts you, already did intake, already has a chart. Reactivating them costs a text message. Replacing them costs a marketing budget.

Patient status
R. Osei3 visits · last seen 5 months agoGone quiet
W. Adeyemi4 visits · last seen 6 months agoGone quiet
Nobody flagged. Nobody called.38 total

Unpaid balances

Patient responsibility that nobody follows up on doesn't age like wine. Every 30 days a balance sits untouched, the odds of collecting it drop. Awkward manual collection calls are why most of it never gets chased.

Aging balances (AR)
0–30 days$1,240
31–60 days$860
61+ days$1,910
Aging fast$4,010 total
The solution

Everything Charm doesn't do. Automated.

You keep charting and prescribing in Charm. MMR CRM layers on top and runs the business side — automatically.

No-show recovery
MissedT. Nguyen — 2:30 PM today
SMS+0 min — Rebooking link sent
WaitDay 1 — no reply yet
TaskDay 3 — front desk calls patient

No-show recovery on autopilot

The moment a patient no-shows, a sequence fires: rebooking link, reminder, escalation. No sticky notes. No “did anyone call them back?”

Balance follow-up
J. Martinez$180 balance · 34 daysReminder sent
D. Okafor$75 balanceAuto-charged
S. Whitfield$220 balance · 12 days2nd text queued

Bad-debt follow-up that doesn't need a human

Patient balances get chased with polite, persistent, automated outreach through Stripe — so your front desk stops making collection calls and your AR stops aging.

Dormant patients · 38
R. OseiLast visit 4 months agoQuiet
L. ParkLast visit 5 months agoCampaign sent
M. ChenReplied — rebooked Thu 2:00Won back

Dormant-client reengagement

MMR watches for patients who've gone quiet, segments them, and brings them back with targeted campaigns. Your best growth channel is the patients you already have.

Practice dashboard
4.1%
No-show rate
68%
Intake completion
142
New leads / mo
12
Tasks due today

A full practice operating system — not just a CRM

Task management with time tracking per task. An analytics suite covering your entire intake funnel (conversions and drop-offs), referral sources, provider statistics, retention, reengagement, no-show data, chat widget performance, and website traffic. One dashboard instead of six spreadsheets.

How it fits your stack

Keep Charm. Add a brain.

If you're already paying for Charm, Spruce, and Stripe, you own the engine parts. MMR is the thing that makes them run as one machine.

MMR CRM doesn't replace your EHR — it connects the tools you already use (or should) into one automated system.

Tool
What stays with it
What MMR takes over
Charm EHR
What stays with itCharting, prescribing, clinical records
What MMR takes overYou change nothing here
Spruce Health (SMS)
What stays with itYour practice number
What MMR takes overReminders, scheduling comms, automations, list & segmentation management
Stripe (Billing)
What stays with itPayment processing
What MMR takes overPatient-responsibility collection and follow-up

Every add-on. Already wired in.

Each one replaces a tool you're paying someone else for — and they all share the same patient record, the same tasks, the same login.

Team & back office
Time trackingHIPAA-secure · task-integrated
Unified email inboxinbox chaos, ended
Training managementassign & track
Employee communityreplaces Slack sprawl
Documents & website
Documents + e-signingreplaces Adobe Sign
Knowledge baseconsent forms · AI answers
Website + hostingfaster, better SEO
Blogpublishing without the guilt
Reputation & growth
Reviews widgetsreplaces Embed Social
Chatbot + live agentcatches after-hours inquiries
Social media pipelinevideo gen + posting
Research alertstrending topics, delivered
Pricing

Priced like software. Pays like a staff member.

Built for Charm practices
Every add-on, all in
$350/month
1 provider included · +$50/mo per additional provider $365/mo bought separately
$100/mo + $50 per provider
Requirements: Charm EHR account · Spruce Health for SMS · Stripe for billing
No-show recovery automation
Bad-debt & balance follow-up
Dormant-patient reengagement
Task management with time tracking per task
Full analytics suite — intake funnel, referrals, providers, retention, no-shows & more
Full Package: every add-on included + non-provider users free, unlimited
Bought separately, the add-ons alone run $265/mo on top of the base. The full package bundles all of it for $350 — and half of these line items are subscriptions you're already paying someone else for.
Do the math yourself

One recovered no-show per week can cover the cost of mmrCRM. Everything after that is margin you were donating to your calendar. Put your own volumes in and see what the rest of it adds up to — every formula is shown on screen.

Calculate my savings
Questions

“We already have Charm” — and other fair objections

We already have Charm. Isn't this redundant?

No — that's the point. Charm is your clinical system of record. It was never built to chase no-shows, collect balances, or win back dormant patients. MMR does the jobs Charm was never designed to do, without touching your charting workflow.

My front desk already handles this.

Some of it, sometimes, when things are slow. Automation doesn't forget, doesn't get busy, and doesn't feel awkward asking for money. Your staff gets freed up for the work that actually needs a human.

Is this HIPAA-appropriate?

The stack is built around HIPAA-conscious tools — Spruce for messaging, Stripe for payments, and HIPAA-secure time tracking for your staff. Bring your compliance questions to the demo; we'd rather answer them directly than hide behind a badge icon.

We're a small practice. Is this overkill?

Small practices bleed the most from manual ops, because the owner is the ops department. If you're a solo or two-provider practice, you're the exact person this was priced for.

What if we're not on Spruce or Stripe yet?

We'll walk you through the setup at the demo. Both are quick to stand up, and both are tools most modern practices end up on anyway.

Get started

Every week you wait has a price tag.

The no-shows from this week are already un-recovered. The patients who quietly left last month are already someone else's intake paperwork. This doesn't get cheaper by thinking about it. Book a 20-minute demo, bring your numbers, and we'll show you exactly what your current “system” is costing you — and what it looks like when it runs itself.

20 minutes. No pressure, just math. Not ready to talk? The biweekly webinar covers the same ground — every other Wednesday at 1 PM ET.