Patient Portal
Your Care,
All in One Place
Schedule visits, complete intake forms, review your visit summaries, access lab results, and message your care team, securely, from any device.
HIPAA-Compliant
What you can do
Everything in one secure hub
Intake Forms
Complete new patient paperwork before your visit, with no clipboard required.
Telehealth Visits
Join your scheduled visit directly from the portal, with no app download needed.
Records & Summaries
Access your visit summaries, superbills, and lab results anytime.
Secure Messaging
Reach your care team between visits for coordination and follow-up questions.
Using the portal
Before & after your visit
Before your visit
- Complete your intake forms at least 24 hours in advance
- Upload any relevant prior records or outside documentation
- Ensure you have a private, quiet space for your telehealth visit
- Test your camera and microphone beforehand
After your visit
- View your written visit summary in the Documents section
- Complete any follow-up questionnaires if requested
- Access your superbill for out-of-network reimbursement submission
- No further action needed unless specifically instructed
Secure messaging
How messaging works
All patients
Answered within two business days
Use messaging for scheduling and brief questions. When a question needs a clinical decision, you can choose a short e-visit by message or a scheduled follow-up; we tell you before anything is billed.
Signature members
Answered within one business day
Faster messaging and no e-visit charges are part of the optional Signature access plan for private patients. Not available with Medicare.
Secure messaging is for care coordination and brief questions, not urgent medical concerns. We are not a crisis service. In an emergency, call 911 or 988.
Getting started
Setting up your portal
Step 01
Check your email
Look for an invitation from noreply@agent1accounts.charmtracker.com. Check spam if you don't see it within a few minutes.
Step 02
Click the invitation link
The link opens your CharmPHR registration page. You can only register through this link; you cannot self-register.
Step 03
Verify your identity
Enter your date of birth and confirm the one-time verification code sent to your email address.
Step 04
Set your password
Create a secure password. You'll use this along with your email address to log in going forward.
Step 05
Log in
Access the portal at phr.charmtracker.com; bookmark this link, as it's specific to Welmivia. Or download the Charm mPHR app.
Step 06
Complete your intake
Your new patient questionnaire will appear on your dashboard. Please complete it at least 48 hours before your appointment.
Add noreply@agent1accounts.charmtracker.com to your trusted senders to avoid missing your invitation.
If you see a "not authorized" message, log out of any other CharmPHR account first, then click the link again.
If your date of birth doesn't match during registration, contact us; it's usually a small discrepancy we can fix quickly.
Forgot your password? Use the Forgot Password link at charmphr.com; we cannot retrieve or see your password.
Get in touch
Contact Welmivia
Questions about services, scheduling, or what to expect? We respond within one business day.
Existing patients: log into the patient portal for clinical messages.
Message received
Thank you for reaching out. We'll be in touch within one business day.