STEP 1
Connect CharmHealth and PTEverywhere
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 PTEverywhere Integration
Build support workflows between CharmHealth and PTEverywhere on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about CharmHealth and PTEverywhere
Detailed info you need to know about CharmHealth and PTEverywhere integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
PTEverywhere
Physical therapy practice management platform for scheduling, documentation, billing, and patient engagement. [6]
How to connect CharmHealth to PTEverywhere
Set up your CharmHealth and PTEverywhere integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and PTEverywhere 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 PTEverywhere. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and PTEverywhere work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and PTEverywhere 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 triggersPTEverywhere 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.
PTEverywhere modules
- Create an AppointmentBooks a new appointment for a patient with a specified therapist, service, location, and time slot.
- General Visit ReportRetrieves a summary report of clinic visits, including appointment counts, visit statuses, and provider activity.
- List Available Appointment BlocksRetrieves open time blocks available for booking appointments at a given location and therapist.
- List Clinic UsersRetrieves all user accounts associated with the clinic, including staff roles and access levels.
- List Contact Logs ReportRetrieves a filtered list of contact log entries showing communication history between clinic staff and patients.
- List Demographics ReportRetrieves aggregated demographic statistics and breakdowns for the patient population.
- List InventoryRetrieves all inventory items tracked by the clinic, including supplies and equipment records.
- List LocationsRetrieves all clinic locations configured in the account, including addresses and contact details.
- List Package Membership ReportRetrieves a usage and revenue report for packages, memberships, and credits across a specified date range.
- List Packages, Memberships & CreditsRetrieves all available treatment packages, membership plans, and credit bundles offered by the clinic.
- List Patient ReportRetrieves a detailed report on patient activity, visit history, and outcomes for a given period.
- List PatientsRetrieves all patient records in the clinic, optionally filtered by name, status, or other criteria.
- List Provider Revenue ReportRetrieves a revenue breakdown by provider, showing earnings and visit totals for a specified date range.
- List ServicesRetrieves all therapy services and treatment types offered by the clinic.
- List TherapistsRetrieves all therapists and providers registered in the clinic, including their specialties and schedules.
- Make an API CallExecutes an arbitrary authenticated request to the PTEverywhere API for actions not covered by other modules.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and PTEverywhere 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 PTEverywhere.
Connect your CharmHealth and PTEverywhere 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 an Appointment" in PTEverywhere. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); PTEverywhere has 16 actions (including Create an Appointment, General Visit Report, and List Available Appointment Blocks). 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-PTEverywhere 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 PTEverywhere) 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 + PTEverywhere 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 PTEverywhere integration.
- CharmHealth and PTEverywhere integration source code, module specs and credentials implementation.
- Our CharmHealth and PTEverywhere integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and PTEverywhere — 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
- PTEverywhere integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library