We run a working psychiatric practice on Charm, and we build the CRM that sits on top of it. These sessions are the things we wish someone had shown us: which automations actually pay for their setup time, and where the money quietly goes missing.
Every other Wednesday at 1:00 PM Eastern. Register once and you are on the list for the series — we send the link and a reminder before each session, and the recording afterwards whether or not you make it live.
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What we cover
Charm automations worth turning on first. Appointment reminders, intake chasing, insurance verification, and recall — walked through in a real setup, with the honest version of what each one takes to configure and what it gives back. Most practices are running a fraction of what they already pay for.
Where the revenue actually leaks. Unbilled encounters, aging patient balances, eligibility checks that silently failed, and no-shows nobody followed up. None of these announce themselves; they show up as a slow month. We show you what to measure and what a healthy number looks like.
Your questions, live. The last stretch is open. Bring your stuck workflow, your billing question, or your own numbers — this is the part people come back for.
Who it's for
Practice owners, administrators, and billing leads at outpatient practices — psychiatry and otherwise. The automation walkthrough is specific to Charm. The revenue material applies to any practice, on any EHR.
You do not need to be an mmrCRM customer, and nothing in the session requires buying anything.
Common questions
Is it really free? Yes. If you want us to look at your own setup afterwards you can ask, but nobody will chase you.
I can't make that time. Register anyway — everyone on the list gets the recording.
Can I bring a colleague? Please do. Have them register separately so they get their own link and reminders.
What if I have a question you don't get to? Reply to any of the emails. A person reads them.