Helpful ChARM info

Other helpful info for working with your new ChARM patient portal:


1.   Web address for signing in to ChARM:

2.   If you have forgotten your password, you must go to and click on the ‘forgot password’ link. You will be sent via email a way to reset your password.

3.  All the portal functions that you need in regards to our office can be done from the dashboard. You can:

  • Send and receive messages
  • View new lab result shared from CBNFM
  • Request appointments, look up date and time for future appts already scheduled
  • Upload documents or other medical records to share with us (“Documents”)
  • View visit summaries/instructions (“Clinical”)
  • View any prescriptions written by Dr. Trautman

4. To view other family members who share a portal, go to the arrow next to your name at the top of the screen. A drop-down screen will show up.  Click on the name of the member whose portal you wish to view.  Pictured here:



5. To change your password, look at account information or track health goals and personal health information, go to the gear symbol (cog wheel) at the top of the dashboard on the right hand side. Click on it and then choose the area which you want to view and click on it.  Pictured here: