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What is Charlie for Refill Management?

Health Catalyst's Healthfinch® presents the Charlie™ application designed for Refill Management, which seamlessly incorporates medication renewal decision support into the EHR workflow, thereby allowing healthcare providers and their teams to boost the effectiveness of prescription renewal procedures. By utilizing a sophisticated combination of technology, established protocols, and workflow improvements, Charlie enables health systems to enhance patient safety and the overall healthcare experience. When a renewal request is received, Charlie thoroughly examines the patient's chart for relevant information and cross-references it with over 1,000 established protocols to evaluate the safety of the renewal process. Following this detailed assessment, Charlie gathers pertinent data from the patient's records and recommends the next steps, which may include authorizing the renewal or contacting the patient to fill any gaps in care. The Healthfinch team is dedicated to maintaining an extensive library of medication protocols, ensuring that they remain consistent with the latest industry standards and guidelines. Fully integrated into the EHR workflow, Charlie not only allows for the safe delegation of renewal requests from healthcare providers to their support staff but also streamlines the entire process, thus enhancing the quality of care delivered. This forward-thinking methodology not only prioritizes patient safety but also significantly improves workflow efficiency across healthcare environments, ultimately leading to better patient outcomes. Additionally, by fostering a more organized and efficient system, Charlie helps to alleviate some of the administrative burdens on healthcare professionals, allowing them to focus more on patient care.

What is AdvancedMD?

AdvancedMD is the all-in-one cloud-based medical office software trusted by thousands of independent practices to run smarter, faster, and more profitably. It unifies practice management, EHR, and patient engagement into a single seamless platform — eliminating the inefficiencies of disconnected systems. The AI Clinical Assistant is at the core of the modern AdvancedMD experience. It powers ambient listening and auto-transcription, capturing patient conversations and turning them into structured chart documentation in moments — reducing note-writing from 15 minutes to seconds. AI-generated chart action items, pre-visit summaries, and insurance card capture further eliminate manual data entry, so your staff spends less time on paperwork and more time with patients. AI Narrative Insights continuously analyzes practice performance data, surfacing trends and opportunities you can act on directly from your dashboard. On the financial side, AdvancedMD strengthens your bottom line with robust revenue cycle management, a multi-clearinghouse model including a Waystar partnership for cleaner claims, and computer-assisted coding to maximize reimbursement. The result: faster payments, fewer denials, and healthier cash flow. Built on secure AWS infrastructure with Password Breach Detection, AdvancedMD keeps your practice protected and compliant — accessible from any device, anywhere, anytime. Whether you're a solo provider or a growing multi-specialty group, AdvancedMD scales with you — delivering an intelligent, unified experience that lets you focus on what matters most: your patients. The future of independent practice isn't just surviving — it's thriving. AdvancedMD gives you the technology to do both, without the complexity.

Media

Media

Integrations Supported

Birdeye
ClearGage
Clearwave
Clinically AI
CredentialingSpectrum
DOCTRIX
ELIS/LIMS
Elation Health
ElevateHT
FUSION
FlexScanMD
GetDoctor
MedEvolve
NetDirector
NextPatient
Pulse
Qvera Interface Engine
Red Spot Interactive
ScribeHealth
TimeDoc Health

Integrations Supported

Birdeye
ClearGage
Clearwave
Clinically AI
CredentialingSpectrum
DOCTRIX
ELIS/LIMS
Elation Health
ElevateHT
FUSION
FlexScanMD
GetDoctor
MedEvolve
NetDirector
NextPatient
Pulse
Qvera Interface Engine
Red Spot Interactive
ScribeHealth
TimeDoc Health

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$321 - $1,001
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

healthfinch

Date Founded

2011

Company Location

United States

Company Website

www.healthfinch.com

Company Facts

Organization Name

AdvancedMD

Date Founded

1999

Company Location

United States

Company Website

www.advancedmd.com

Categories and Features

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Categories and Features

e-Prescribing

Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Engagement

Appointment Scheduling
Care Planning
Collaboration
Messaging
Mobile Access
Patient Education
Patient Portal
Personal Health Record
Progress Tracking
Self Management

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

Patient Scheduling

Analytics/Reporting
Approval Process Control
HIPAA Compliant
Mobile Access
Notifications/Alerts
Online Scheduling
Patient Communications
Patient Intake
Patient Portal
Patient Records Management
Payment Processing
Reminders
SMS Messaging

Physical Therapy

Activity Monitoring
Appointment Management
Assessments
Billing & Invoicing
Exercise Management
Insurance Management
Multi-Location
Patient Records
Practice Management
Progress Notes
Treatment Plans

Telemedicine

Appointment Reminders
Appointment Scheduling
Chat / Messaging
E-Prescribing
For Medical Purposes
HIPAA Compliant
Multi-Provider Practice
Online Forms
Patient Queue Management
Practice Management
Remote Treatment Plans
Teleradiology
Video Conferencing

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