STEP 1
Connect CharmHealth and EasyPractice
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
CharmHealth and EasyPractice Integration
Keep CharmHealth and EasyPractice in sync by integrating their events and actions. When support events happen in CharmHealth, update the EasyPractice automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and EasyPractice
Detailed info you need to know about CharmHealth and EasyPractice integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
EasyPractice
Practice management software for clinics to schedule appointments, manage clients, and send invoices. [6]
How to connect CharmHealth to EasyPractice
Set up your CharmHealth and EasyPractice integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and EasyPractice nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between CharmHealth and EasyPractice. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and EasyPractice work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and EasyPractice that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
CharmHealth triggersEasyPractice actions
CharmHealth modules
- 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 an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- 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.
- 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.
- List PatientsRetrieves a list of patients.
- List PractitionersRetrieves a list of practitioners.
- List ProceduresRetrieves a list of procedures.
- List Questionnaire ResponsesRetrieves a list of questionnaire responses.
- Make an API CallPerforms an arbitrary authorized API request.
- 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.
EasyPractice modules
- Create a BookingCreates a new booking in the system.
- Create a CalendarCreates a calendar in the service.
- Create a Calendar PauseCreates a pause in a calendar schedule.
- Create a ClientCreates a client in the system.
- Create a Client TagCreates a new tag for a client.
- Create Multiple BookingsCreates multiple bookings in the system.
- Delete a BookingDeletes a booking from the service.
- Delete a Calendar PauseDeletes a calendar pause from the platform.
- Delete a ClientDeletes a client from the database.
- Delete a Client TagDeletes a client tag from the system.
- Download a Client Journal FileDownloads a client journal file from the system.
- Get a BookingRetrieves a booking.
- Get a CalendarRetrieves a calendar.
- Get a Calendar PauseRetrieves a calendar pause.
- Get a ClientRetrieves a client from the database.
- Get a Client Journal FileRetrieves a client journal file.
- Get a Client TagRetrieves a client tag from the service.
- Get Calendar Opening TimesRetrieves the opening times of a specific calendar.
- List Available DatesRetrieves all available dates from the service.
- List Available TimesRetrieves all available times.
- List BookingsRetrieves all bookings.
- List Calendar PausesRetrieves all calendar pauses.
- List CalendarsRetrieves all calendars.
- List Client Journal FilesRetrieves all client journal files.
- List ClientsRetrieves all clients.
- List Client TagsRetrieves all client tags.
- List InvoicesRetrieves all invoices.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Invoice as PaidMarks an invoice as paid in the system.
- Send an InvoiceSends an invoice to a specified recipient.
- Update a BookingUpdates a booking with the provided details.
- Update a Calendar PauseUpdates a calendar pause entry.
- Update a ClientUpdates a client in the system.
- Update a Client TagUpdates a client tag in the system.
- Update Opening TimesUpdates a calendar's opening times.
- Watch Available DatesTriggers when available dates are updated or newly listed.
- Watch Available TimesTriggers when there are available times to be monitored.
- Watch BookingsTriggers when a new booking is made.
- Watch ClientsTriggers when a new client is added or an existing client's information is updated.
- Watch Client TagsTriggers when client tags are changed.
- Watch EventsTriggers when a subscribed EasyPractice event occurs.
- Watch InvoicesTriggers when a new invoice is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and EasyPractice integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting CharmHealth and EasyPractice.
Connect your CharmHealth and EasyPractice accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when CharmHealth's "Watch Appointments" fires, WEXTL can "Create a Booking" in EasyPractice. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); EasyPractice has 35 actions (including Create a Booking, Create a Calendar, and Create a Calendar Pause). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. CharmHealth-to-EasyPractice automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment CharmHealth (or EasyPractice) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your CharmHealth + EasyPractice automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the CharmHealth and EasyPractice integration.
- CharmHealth and EasyPractice integration source code, module specs and credentials implementation.
- Our CharmHealth and EasyPractice integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and EasyPractice — 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.
- CharmHealth integration information
- EasyPractice integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library