STEP 1
Connect CharmHealth and RichPanel
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 RichPanel Integration
Connect CharmHealth and RichPanel 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 RichPanel
Detailed info you need to know about CharmHealth and RichPanel 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 RichPanel
Set up your CharmHealth and RichPanel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and RichPanel 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 RichPanel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and RichPanel work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and RichPanel 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 triggersRichPanel 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.
RichPanel modules
- Add Tags to a ConversationAdds tags to a conversation in the service.
- Attach an Order to a ConversationLinks an order to a conversation in the system.
- Create a Conversation (Email Variant)Creates a new conversation using the email variant.
- Create a Conversation (Phone Variant)Creates a new conversation using the phone variant.
- Create a TagCreates a new tag.
- Create or Update a CustomerCreates a new customer or updates an existing customer.
- Create or Update a SubscriptionCreates a new subscription or updates an existing subscription.
- Create or Update an OrderCreates a new order or updates an existing order.
- Get a ChannelRetrieves a single channel.
- Get a ConversationRetrieves a single conversation.
- Get a ConversationRetrieves a conversation using its conversation number.
- Get a Customer by ContactRetrieves a customer using an email or phone number.
- Get a UserRetrieves a single user.
- Get an OrderRetrieves an order.
- Get an Order by ConversationRetrieves an order linked to a conversation.
- List ChannelsRetrieves all channels.
- List Conversations by Customer ContactRetrieves conversations using a customer’s email or phone number.
- List TagsRetrieves all tags.
- List TeamsRetrieves all teams.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Tags from a ConversationRemoves tags from a conversation.
- Update a ConversationUpdates an existing conversation.
- Upload a FileUploads a file to a specific location or service.
- Watch ChannelsTriggers when there is a change in a channel.
- Watch TagsTriggers when tag changes occur.
- Watch TeamsTriggers when there are changes to a team.
- Watch UsersTriggers when there are changes to a user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and RichPanel 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 RichPanel.
Connect your CharmHealth and RichPanel 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 Tags to a Conversation" in RichPanel. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); RichPanel has 24 actions (including Add Tags to a Conversation, Attach an Order to a Conversation, and Create a Conversation (Email Variant)). 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-RichPanel 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 RichPanel) 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 + RichPanel 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 RichPanel integration.
- CharmHealth and RichPanel integration source code, module specs and credentials implementation.
- Our CharmHealth and RichPanel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and RichPanel — 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
- RichPanel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library