STEP 1
Connect CharmHealth and TeachWorks
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 TeachWorks Integration
Build support workflows between CharmHealth and TeachWorks 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 TeachWorks
Detailed info you need to know about CharmHealth and TeachWorks integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
TeachWorks
Tutoring business management platform for students, lessons, billing, and scheduling. [6]
How to connect CharmHealth to TeachWorks
Set up your CharmHealth and TeachWorks integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and TeachWorks 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 TeachWorks. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and TeachWorks work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and TeachWorks 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 triggersTeachWorks 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.
TeachWorks modules
- Add a Student to a LessonAdds a new student to a lesson.
- Create a FamilyCreates a new family, where families are customers that have child students.
- Create a Family StudentCreates a new family student.
- Create a LessonCreates a new lesson.
- Create an EmployeeCreates a new employee.
- Create an Independent StudentCreates a customer record and an associated student record for an independent student.
- Get a CustomerRetrieves a single customer's details.
- Get a StudentRetrieves a single student's details.
- Get an EmployeeRetrieves a single employee's details.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CustomersSearches for customers by specified criteria.
- Search EmployeesSearches for employees by specified criteria.
- Search StudentsSearches for students by specified criteria.
- Update a Family StudentUpdates an existing family student.
- Update an EmployeeUpdates an existing employee.
- Update an Independent StudentUpdates an existing independent student.
- Update Customer Custom FieldsUpdates custom fields for a customer.
- Update Student Custom FieldsUpdates custom fields for a student.
- Watch CustomersTriggers when a new customer is created.
- Watch New InvoicesTriggers when a new invoice is created.
- Watch New LessonsTriggers when a new lesson is created.
- Watch New StudentsTriggers when a new student is created.
- Watch PaymentsTriggers when a new payment is made.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and TeachWorks 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 TeachWorks.
Connect your CharmHealth and TeachWorks 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 Student to a Lesson" in TeachWorks. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); TeachWorks has 18 actions (including Add a Student to a Lesson, Create a Family, and Create a Family Student). 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-TeachWorks 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 TeachWorks) 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 + TeachWorks 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 TeachWorks integration.
- CharmHealth and TeachWorks integration source code, module specs and credentials implementation.
- Our CharmHealth and TeachWorks integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and TeachWorks — 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
- TeachWorks integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library