Charm automations and the revenue you're leaving behind
A working session for practices running Charm: which automations to turn on first, what they actually save, and the billing gaps that quietly cost the most. Live walkthrough, then open Q&A.
Save your seat
One registration covers the series — we'll send the link and a reminder before each session.
Most practices are using a fraction of what Charm can already do.
Not because the features are hidden — because nobody has an afternoon free to work out which ones are worth the setup.
The front desk is the bottleneck
Reminders, intake chasing, insurance checks, and rescheduling all land on the same two people. Every one of those is automatable.
Revenue leaks quietly
Unbilled visits, uncollected balances, and eligibility checks that never happened don't show up as a crisis — they show up as a slow month.
Nobody owns the follow-up
The inquiry that never got a second call and the patient who drifted after two visits both cost more than any single automation saves.
What we cover
Charm automations worth turning on first
The handful with the best ratio of setup time to hours saved — reminders, intake chasing, insurance verification, and recall — walked through live in a real practice's setup.
Where the revenue actually leaks
Reading your own numbers: unbilled encounters, aging patient balances, eligibility failures, and no-shows. What to measure, and what a healthy figure looks like.
Your questions, answered live
The last stretch is open. Bring your setup, your stuck workflow, or your billing question — this is the part attendees say they come back for.
Questions
When is it?
Every other Wednesday at 1:00 PM Eastern, for about 45 minutes including Q&A. Register once and you're on the list for the whole series — we email the link before each session.
What does it cost?
Nothing. It's a working session, not a sales call. If you want us to look at your own setup afterwards, you can ask — but nobody will chase you.
Do I need to use Charm to get anything out of it?
The automation walkthrough is Charm-specific. The revenue material — what to measure, where practices lose money, how to fix it — applies to any practice.
I can't make that time. Is it recorded?
Yes. Register anyway and we'll send you the recording after the session, whether or not you make it live.
Who runs it?
The team that builds mmrCRM and runs TelepsychHealth — a working psychiatric practice on Charm. Everything we show is something we run ourselves.