Patient Portal
Your Care,
All in One Place
Schedule visits, complete intake forms, review your Blueprint, 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 — no clipboard required.
Telehealth Visits
Join your scheduled visit directly from the portal — no app download needed.
Records & Summaries
Access your Blueprint, visit notes, 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 visit summary and Blueprint 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
Messaging by membership tier
Core — $325/mo
Staff-triaged
Messages are received and triaged by our care coordination team, with responses routed to Dr. Diaz as clinically appropriate.
Signature — $525/mo
Direct physician
Messages go directly to Dr. Diaz. Ideal for patients managing complex treatment plans who need faster, more direct clinical communication.
Secure messaging is for care coordination only — not clinical consultations or urgent medical concerns. For urgent issues, contact us by phone or use your after-hours access line.
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.