STEP 1
Connect CharmHealth and Luma Health
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 Luma Health Integration
Connect CharmHealth and Luma Health 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 Luma Health
Detailed info you need to know about CharmHealth and Luma Health integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
Luma Health
Patient engagement platform for healthcare providers that automates appointment scheduling, reminders, and two-way messaging. [6]
How to connect CharmHealth to Luma Health
Set up your CharmHealth and Luma Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Luma Health 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 Luma Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Luma Health work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Luma Health 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 triggersLuma Health 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.
Luma Health modules
- Create AppointmentBooks a new appointment for a patient at a specified date, time, and location.
- Create EstimateGenerates a new cost estimate for a patient's upcoming treatment or procedure.
- Create MessageSends a new chat message to a patient via the Luma Health messaging channel.
- Create OfferCreates a new appointment offer to fill a cancellation slot on the patient waitlist.
- Create PatientRegisters a new patient record in Luma Health with demographic and contact information.
- Create RecallCreates a recall campaign to re-engage a patient due for a follow-up or preventive visit.
- Create ReportGenerates a new operational or analytics report for the practice.
- Create UserCreates a new staff user account in the Luma Health organization.
- Create WaitlistAdds a patient to the appointment waitlist for a specified provider or time slot.
- Delete AppointmentCancels and permanently removes an appointment record by its ID.
- Delete EstimatePermanently removes a cost estimate record by its ID.
- Delete OfferWithdraws and permanently removes a waitlist appointment offer by its ID.
- Delete PatientPermanently removes a patient record from Luma Health by its ID.
- Delete RecallPermanently removes a patient recall campaign by its ID.
- Delete ReportPermanently removes a saved report by its ID.
- Delete UserPermanently removes a staff user account from the Luma Health organization by its ID.
- Delete WaitlistRemoves a patient entry from the appointment waitlist by its ID.
- Get AppointmentRetrieves a single appointment record by its ID.
- Get AvailabilityRetrieves a single provider availability slot by its ID.
- Get EstimateRetrieves a single cost estimate record by its ID.
- Get MessageRetrieves a single patient message by its ID.
- Get OfferRetrieves a single waitlist appointment offer by its ID.
- Get PatientRetrieves a single patient record by its ID.
- Get Patient Contact PreferencesRetrieves the communication channel preferences (SMS, email, voice) for a specific patient.
- Get RecallRetrieves a single patient recall campaign by its ID.
- Get ReportRetrieves a single practice report by its ID.
- Get UserRetrieves a single staff user account by its ID.
- Get WaitlistRetrieves a single waitlist entry by its ID.
- List AppointmentsSearches and returns a list of appointments matching the specified filters.
- List AvailabilitiesReturns a list of open provider availability slots matching the specified criteria.
- List EstimatesReturns a list of cost estimates matching the specified filters.
- List MessagesReturns a list of patient messages matching the specified filters.
- List OffersReturns a list of waitlist appointment offers matching the specified filters.
- List PatientsReturns a list of patient records matching the specified search criteria.
- List RecallsReturns a list of patient recall campaigns matching the specified filters.
- List ReportsReturns a list of practice reports matching the specified filters.
- List Scheduler AvailabilitiesReturns available booking slots from the Luma Health online scheduler for patient self-scheduling.
- List UsersReturns a list of staff user accounts in the Luma Health organization.
- List WaitlistsReturns a list of appointment waitlist entries matching the specified filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the Luma Health API.
- Update AppointmentUpdates the details of an existing appointment such as time, provider, or status.
- Update AvailabilityModifies the schedule or settings of an existing provider availability slot.
- Update EstimateUpdates the details or amounts of an existing cost estimate.
- Update Message VisibilityUpdates the read or visibility status of an existing patient message.
- Update OfferUpdates the status or details of an existing waitlist appointment offer.
- Update PatientUpdates the demographic or contact information of an existing patient record.
- Update RecallUpdates the settings or status of an existing patient recall campaign.
- Update ReportUpdates the configuration or parameters of an existing practice report.
- Update SchedulerUpdates the configuration or rules of the Luma Health online patient scheduler.
- Update UserUpdates the profile or permissions of an existing staff user account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Luma Health 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 Luma Health.
Connect your CharmHealth and Luma Health 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 Appointment" in Luma Health. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Luma Health has 51 actions (including Create Appointment, Create Estimate, and Create Message). 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-Luma Health 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 Luma Health) 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 + Luma Health 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 Luma Health integration.
- CharmHealth and Luma Health integration source code, module specs and credentials implementation.
- Our CharmHealth and Luma Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Luma Health — 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
- Luma Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library