STEP 1
Connect CharmHealth and Healthie
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 Healthie Integration
Connect CharmHealth and Healthie to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about CharmHealth and Healthie
Detailed info you need to know about CharmHealth and Healthie integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
How to connect CharmHealth to Healthie
Set up your CharmHealth and Healthie integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Healthie 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 Healthie. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Healthie work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Healthie 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 triggersHealthie 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 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.
- 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.
Healthie modules
- Create a Billing ItemCreates a billing item in the system.
- Create a CommentCreates a new comment.
- Create a ConversationCreates a new conversation in the specified service.
- Create a DocumentCreates a document in the system.
- Create a LocationCreates a location for the specified entity or service.
- Create a NoteCreates a note in the specified service.
- Create a TaskCreates a new task in the specified service.
- Create an AppointmentCreates an appointment with the specified details.
- Create an Appointment RequestCreates an appointment request with specified details.
- Create an AvailabilityCreates an availability entry for a specified time period.
- Delete a Billing ItemDeletes a billing item from the system.
- Delete a CommentDeletes a comment from the service.
- Delete a DocumentDeletes a document from a specified location.
- Delete a LocationDeletes a location from the service.
- Delete a NoteDeletes a note.
- Delete a TaskDeletes a task from the specified service.
- Delete an AppointmentDeletes an appointment from the system.
- Delete an Appointment RequestDeletes an appointment request from the system.
- Delete an AvailabilityDeletes an availability entry from the system.
- Get a Billing ItemRetrieves a billing item by its ID.
- Get a CommentRetrieves a comment from a given service.
- Get a ConversationRetrieves a conversation.
- Get a DocumentRetrieves a document.
- Get a LocationRetrieves a location from the specified service.
- Get a NoteRetrieves a note from the service.
- Get a TaskRetrieves a task.
- Get a UserRetrieves a user's information from the service.
- Get an AppointmentRetrieves an appointment.
- Get an Appointment RequestRetrieves an appointment request.
- Get an AvailabilityRetrieves an availability.
- List Appointment RequestsRetrieves all appointment requests.
- List AppointmentsRetrieves all appointments.
- List AvailabilitiesRetrieves all availabilities from the service.
- List Billing ItemsRetrieves all billing items.
- List CommentsRetrieves all comments.
- List ConversationsRetrieves all conversations.
- List DocumentsRetrieves all documents.
- List LocationsRetrieves all locations.
- List NotesRetrieves all notes.
- List TasksRetrieves all tasks.
- List TransactionsRetrieves all transactions.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API request.
- Update a Billing ItemUpdates a billing item in the system.
- Update a ConversationUpdates a conversation with new details or modifications.
- Update a DocumentUpdates a document in the specified service.
- Update a LocationUpdates a location with new information.
- Update a NoteUpdates a note with new content based on the provided details.
- Update a TaskUpdates a task with the provided task information.
- Update a UserUpdates a user with new information or changes existing user data.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Healthie 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 Healthie.
Connect your CharmHealth and Healthie 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 Billing Item" in Healthie. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Healthie has 52 actions (including Create a Billing Item, Create a Comment, and Create a Conversation). 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-Healthie 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 Healthie) 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 + Healthie 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 Healthie integration.
- CharmHealth and Healthie integration source code, module specs and credentials implementation.
- Our CharmHealth and Healthie integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Healthie — 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
- Healthie integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library