STEP 1
Select CharmHealth in workflow
Pick CharmHealth app in the workflow builder [4] - just one click to select the app.
CharmHealth Integration
Cloud EHR for patients, appointments, encounters, and clinical records. Connect CharmHealth support activity to workflows that keep customer records and internal teams synchronized. Start with Watch Appointments, then trigger Get a Care Plan or Get a Care Team as issues move forward.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for CharmHealth integration
Triggers can detect changes in CharmHealth and run actions that can create, search or modify data inside CharmHealth automatically [3] — exactly how you set them.
- Watch AppointmentsTriggers when a new appointment is created.
- Watch Diagnostic ReportsTriggers when a new diagnostic report is available.
- Watch EncountersTriggers when a new encounter is created.
- Watch PatientsTriggers when there is new activity or changes related to patients.
- Watch ProceduresTriggers when new procedures are created or modified.
- Watch Questionnaire ResponsesTriggers when new questionnaire responses are submitted.
- Get a Care PlanRetrieves a specific care plan.
- Get a Care TeamRetrieves a specific care team.
- Get a Diagnostic ReportRetrieves a specific diagnostic report.
- Get a PatientRetrieves a specific patient.
- Get a PractitionerRetrieves a specific practitioner.
- Get a ProcedureRetrieves a specific procedure.
- Get a Questionnaire ResponseRetrieves a specific questionnaire response.
- Get an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- List AppointmentsRetrieves a list of appointments.
- List Care PlansRetrieves a list of care plans.
- List Care TeamsRetrieves a list of care teams.
- List Diagnostic ReportsRetrieves a list of diagnostic reports.
- List EncountersRetrieves a list of encounters.
How to integrate CharmHealth in automation workflow?
3 simple steps to make your CharmHealth connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect CharmHealth
When prompted, authorize access to CharmHealth in WEXTL once. CharmHealth credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your CharmHealth account. Approve?
STEP 3
Build a workflow
Build your workflow with CharmHealth yourself or with WEXTL® AI Builder. Connect CharmHealth to any available integrations [5], or use HTTP node to go beyond them.
CharmHealth
How CharmHealth connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever CharmHealth app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that CharmHealth supports.
The following table illustrates what fields CharmHealth integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how CharmHealth is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
| Client ID | text | Log in to your account and go to the Developer / API settings page. |
| Client Secret | password | Log in to your account and go to the Developer / API settings page. |
Connect CharmHealth to popular apps on WEXTL
Enter a name of the other app you want to sync with CharmHealth below. Click on selected app to explore integration options with CharmHealth. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with CharmHealth integration
Select Watch Appointments trigger from CharmHealth - this will be a starting point in your automation. Whenever event happens in CharmHealth, workflow will start [7] from Watch Appointments node.
Search for Get a Care Plan, connect it as the next step of integration sequence. You can use filters between Watch Appointments and Get a Care Plan, so only important data pass from Watch Appointments to the next step. WEXTL gives you full control over the process of CharmHealth automation. All parts of workflow are visible on the canvas [4].
CharmHealth on WEXTL has 25 modules for crafting support automations. Explore CharmHealth documentation for more.
Video slide demonstrates how Watch Appointments and Get a Care Plan [6] nodes are used in CharmHealth workflow.
Frequently asked questions
Common questions about automating CharmHealth in your workflows.
CharmHealth has 6 triggers, including "Watch Appointments", "Watch Diagnostic Reports", and "Watch Encounters", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 19 actions, including "Get a Care Plan", "Get a Care Team", and "Get a Diagnostic Report", and more. Refer to our CharmHealth Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The CharmHealth integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by CharmHealth official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where CharmHealth provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever CharmHealth or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for CharmHealth inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with CharmHealth modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the CharmHealth integration.
- CharmHealth integration source code, module specs and credentials implementation.
- Internal CharmHealth integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official CharmHealth vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® CharmHealth App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation