STEP 1
Connect CharmHealth and IntakeQ
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 IntakeQ Integration
Connect CharmHealth and IntakeQ 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about CharmHealth and IntakeQ
Detailed info you need to know about CharmHealth and IntakeQ 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 IntakeQ
Set up your CharmHealth and IntakeQ integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and IntakeQ 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 IntakeQ. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and IntakeQ work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and IntakeQ 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 triggersIntakeQ 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.
IntakeQ modules
- Add a Tag to a ClientAdds a tag to a specific client.
- Cancel an AppointmentCancels an appointment using the specified parameters.
- Copy a FormCopies a form from your master account to a practice.
- Create a Form Authentication TokenCreates a form authentication token for a user to enable access.
- Create a PracticeCreates a practice for an organization or individual.
- Create a PractitionerCreates a practitioner in the system.
- Create an AppointmentCreates an appointment in the system.
- Create an AssistantCreates a new assistant with specified parameters.
- Create an Intake FormCreates an intake form to collect user information.
- Create or Update a ClientCreates or updates a client in the system.
- Delete a FileDeletes a file from the service.
- Delete a PracticeDeletes a practice from the database.
- Delete a PractitionerDeletes a practitioner from the system.
- Delete an AssistantDeletes an assistant from the system.
- Disable a PractitionerDisables a practitioner in the system.
- Download a FileDownloads a file from a specified source.
- Download a Note (PDF)Downloads a note in PDF format.
- Download an Intake FormDownloads an intake form in PDF format.
- Enable a PractitionerEnables a practitioner in the system.
- Get a Practice API KeyRetrieves a practice API key for use in development or testing.
- Get a Treatment NoteRetrieves a treatment note from the service.
- Get an AppointmentRetrieves an appointment based on specified criteria.
- Get an Intake FormRetrieves an intake form.
- Get an InvoiceRetrieves an invoice.
- Get Client DiagnosesRetrieves all client diagnoses.
- Get Client FilesRetrieves all client files.
- Get FoldersRetrieves all folders from the specified service.
- Get PractitionersRetrieves a list of all practitioners.
- Get Questionnaire TemplatesRetrieves all questionnaire templates.
- List AppointmentsRetrieves a list of all appointments.
- List AssistantsRetrieves a list of all assistants.
- List ClaimsRetrieves a list of all claims.
- List ClientsRetrieves a list of all clients.
- List Intake FormsRetrieves all intake forms.
- List InvoicesRetrieves a list of all invoices.
- List Master FormsRetrieves all master forms.
- List Practice FormsRetrieves all practice forms.
- List PracticesRetrieves a list of all practices.
- List PractitionersRetrieves a list of all practitioners.
- List Treatment NotesRetrieves all treatment notes.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove a Tag from a ClientRemoves a tag from a client.
- Resend a QuestionnaireSends a questionnaire again to a specified email or user.
- Send a QuestionnaireSends a questionnaire to the specified recipients.
- Transfer Client DataTransfers client data from one practitioner to another.
- Transfer Client OwnershipTransfers client ownership from one practitioner to another.
- Update a PracticeUpdates a practice with the specified details.
- Update a PractitionerUpdates a practitioner's information in the system.
- Update an AppointmentUpdates an appointment in the system.
- Update an AssistantUpdates an assistant's configuration or details.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and IntakeQ 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 IntakeQ.
Connect your CharmHealth and IntakeQ 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 "Add a Tag to a Client" in IntakeQ. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); IntakeQ has 51 actions (including Add a Tag to a Client, Cancel an Appointment, and Copy a Form). 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-IntakeQ 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 IntakeQ) 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 + IntakeQ 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 IntakeQ integration.
- CharmHealth and IntakeQ integration source code, module specs and credentials implementation.
- Our CharmHealth and IntakeQ integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and IntakeQ — 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
- IntakeQ integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library