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Client Forms Portal

For established clients and new clients who have scheduled an appointment or enrolled in a program.

If you haven’t scheduled yet, start here: Client Forms Portal

Image (optional): minimal clipboard/checklist icon or clean desk image (no text).

Client Forms Portal Filling out health forms. Tests Your Health Score

Before You Begin

Please complete your forms at least 48 hours before your appointment whenever possible. This ensures we can use your visit time efficiently and focus on your priorities.

  • Use a laptop or tablet if possible (easier for longer forms)
  • Have your current medications and supplements nearby
  • If you have recent labs, upload them in your portal (or email as instructed)

What do you need today?

  1. Log In to Your CharmHealth Portal(PASTE CHARM LOGIN URL)
  2. Complete New Client Intake Forms(PASTE CHARM INTAKE FORM URL or portal section)
  3. Upload Labs / Documents(PASTE CHARM UPLOAD URL or portal instructions)

If you don’t have your portal link, check your appointment confirmation email or contact support below.


Common Forms (as needed)

This section is optional. If CharmHealth holds everything, you can keep this short.

You may be asked to complete one or more of the following based on your visit type.

List :

Note: “Your portal will show only the forms you need.” see: Client Forms Portal


How the Client Forms Portal Works

3 steps:

  1. Sign in using the link provided
  2. Complete forms and save/submit
  3. Message or upload files if requested

Telehealth visits are typically via Zoom (with phone/FaceTime available when needed).


Need Help?

If you have any trouble accessing the portal or forms, we can help.

Contact:

Please include your full name and appointment date (if scheduled).

Contact Support → /contact/


Important

This portal is not monitored for emergencies. If you are experiencing urgent or life-threatening symptoms, call local emergency services.


CharmHealth link placeholders you’ll need

When you’re ready, replace:

  • (PASTE CHARM LOGIN URL)
  • (PASTE CHARM INTAKE FORM URL)
  • (PASTE CHARM UPLOAD URL)

If CharmHealth only provides one login link, keep just:

  • Log In to Your Portal
    …and remove the other two buttons.