STEP 1
Connect CharmHealth and MyCase
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 MyCase Integration
Connect CharmHealth and MyCase 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 MyCase
Detailed info you need to know about CharmHealth and MyCase 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 MyCase
Set up your CharmHealth and MyCase integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and MyCase 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 MyCase. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and MyCase work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and MyCase 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 triggersMyCase 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.
MyCase modules
- Create a CaseCreates a case in the system.
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the system.
- Create a NoteCreates a note for a client.
- Create a Note for a CaseCreates a note for a specific case.
- Create a Note for a CompanyCreates a note for a specified company.
- Create an ExpenseCreates an expense entry in the service.
- Delete a CaseDeletes a case from the service.
- Delete a ClientDeletes a client from the database.
- Delete a NoteDeletes a note from the specified location or service.
- Delete an ExpenseDeletes a specific expense from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a CaseRetrieves a case from a specified source.
- Get a ClientRetrieves a client using the provided client ID.
- Get a LeadRetrieves a lead from the system using specified criteria.
- Get a NoteRetrieves a note from the service.
- Get an ExpenseRetrieves an expense based on the given criteria or ID.
- List CasesRetrieves all cases.
- List Cases for a ClientRetrieves all cases for a specific client.
- List ClientsRetrieves all clients.
- List ExpensesRetrieves all expenses.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List Notes for a CaseRetrieves all notes for a specific case.
- List Notes for a ClientRetrieves all notes for a client.
- Make an API CallPerforms an arbitrary authorized API call.
- Record a Payment on an InvoiceRecords a payment against an invoice for a specified amount.
- Update a CaseUpdates a case in the system with new information or changes to existing details.
- Update a ClientUpdates a client's information in the database.
- Update a LeadUpdates a lead in the CRM system with new information.
- Update a NoteUpdates a note with new information or changes existing details.
- Watch EventsTriggers when an event is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and MyCase 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 MyCase.
Connect your CharmHealth and MyCase 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 Case" in MyCase. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); MyCase has 31 actions (including Create a Case, Create a Client, and Create a Lead). 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-MyCase 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 MyCase) 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 + MyCase 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 MyCase integration.
- CharmHealth and MyCase integration source code, module specs and credentials implementation.
- Our CharmHealth and MyCase integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and MyCase — 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
- MyCase integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library