Requirements
Before you set up the credential, make sure you have an active CharmHealth account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your CharmHealth credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtext
Log in to your account and go to the Developer / API settings page.
[1] - Client Secretpassword
Log in to your account and go to the Developer / API settings page.
[1]
Connect CharmHealth in WEXTL
- Log in to your WEXTL account, add the CharmHealth node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your CharmHealth account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
CharmHealth node modules
The list below is a reference of every CharmHealth node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each CharmHealth node module below opens to reveal its input parameters, outputs, and connection requirements.
| Field | Type |
|---|---|
Resource type | text |
ID | text |
Meta | object |
Last updated | text |
Identifier | array |
Status | text |
Service type | array |
Appointment type | object |
Coding | array |
Text | text |
Description | text |
Start | date |
End | date |
Comment | text |
Patient instruction | text |
Participant | array |
| Field | Type |
|---|---|
Full URL | url |
Resource | object |
Resource type | text |
ID | text |
Meta | object |
Status | text |
Category | array |
Code | object |
Subject | object |
Encounter | object |
Effective date time | date |
Issued | date |
| Field | Type |
|---|---|
Full URL | url |
Resource | object |
Resource type | text |
ID | text |
Meta | object |
Identifier | array |
Status | text |
Class | object |
Type | array |
Subject | object |
Participant | array |
Period | object |
| Field | Type |
|---|---|
Resource type | text |
ID | text |
Meta | object |
Last updated | text |
Type | text |
Total | number |
Link | array |
Entry | array |
| Field | Type |
|---|---|
Full URL | url |
Resource | object |
Resource type | text |
ID | text |
Status | text |
Code | object |
Subject | object |
Performed period | object |
Recorder | object |
Report | array |
| Field | Type |
|---|---|
Resource type | text |
ID | text |
Status | text |
Subject | object |
Reference | text |
Encounter | object |
Reference | text |
Authored | date |
Author | object |
Reference | text |
Source | object |
Reference | text |
Item | array |
| Field | Type |
|---|---|
IDRequired | choice |
| Field | Type |
|---|---|
Resource type | text |
ID | text |
Meta | object |
Last updated | text |
Identifier | array |
Status | text |
Class | object |
System | text |
Code | text |
Display | text |
Type | array |
Subject | object |
Reference | text |
Participant | array |
Period | object |
Start | text |
Reason code | array |
Hospitalization | object |
Discharge disposition | object |
Location | array |
| Field | Type |
|---|---|
Encounter Reference | text |
Patient Reference | text |
Status | choice |
Class | choice |
Type | text |
Date | text |
RevInclude | text |
Encounter Identifier | text |
Limit | number |
| Field | Type |
|---|---|
Full URL | url |
Resource | object |
Resource type | text |
ID | text |
Meta | object |
Identifier | array |
Status | text |
Class | object |
Type | array |
Subject | object |
Participant | array |
Period | object |
| Field | Type |
|---|---|
Name | text |
Birthdate | text |
Gender | choice |
Family Name | text |
Given Name | text |
Identifier | text |
Patient Identifier | text |
Revinclude | choice |
Limit | number |
| Field | Type |
|---|---|
Full URL | url |
Resource | object |
Resource type | text |
ID | text |
Meta | object |
Extension | array |
Identifier | array |
Active | boolean |
Name | array |
Telecom | array |
Gender | text |
Birth date | date |
Templates
Look for CharmHealth templates in the WEXTL template library.
Browse templates →Explore alternative apps
- DaySmart Vet[2]Cloud veterinary practice management for scheduling, records, and client communication.
- AlfaDocsPractice management for dental clinics — patients, appointments, and records.
- ClinikoPractice management for healthcare providers — appointments, notes, and billing.
- CharlaAI chatbot and live-chat platform for contacts, articles, and conversations.
- ChatlingAI customer-service agent for chatbot contacts and conversations.
References
- WEXTL® CharmHealth Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for CharmHealth.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:39
