Set Up Your SDKare Patient Portal in 4 Minutes

Managing your healthcare online should feel simple, secure, and stress-free. Thats why SDKare make it easy for patients to access telehealth services, complete forms, upload documents, and request appointments through the secure ChARM patient portal.

This guide will walk you through every step of the process so you can confidently use your patient portal from your laptop, desktop, or mobile device.

Charm Guide

Step-by-Step Guide to Register, Upload Documents & Request Appointments Online

With your secure patient portal account, you can:

Register and activate your account
Complete questionnaires and agreements online
Upload and share medical documents securely
Request telehealth appointments
Communicate with your care team
Manage your healthcare information anytime

Step-by-Step Guide with Video Tutorials

1

How to Sign Up on ChARM

Creating your ChARM patient portal account is the first step to accessing SDKare telehealth services online.

  • Open your email and click the invitation link from SDKare titled “Activate your ChARM PHR account”
  • On the activation page, confirm your name and enter your date of birth, then click Next
  • Create your login credentials by entering a password and confirming it in the required fields
  • Complete the security verification by entering the text shown in the image
  • Read and accept the ChARM Terms of Service, then click Submit
  • Check your email for the OTP (One-Time Password), enter it in the portal, and click Verify
  • After login, update your time zone settings to ensure proper portal and appointment access

Important Note for Mobile Users

For a smoother mobile experience, download the ChARM mPHR app from your device’s app store before signing up.

2

How to Complete Questionnaires & Agreements

Completing your questionnaires before your appointment helps your care team better understand your health concerns, symptoms, and medical history.

  • Log in to your SDKare patient portal account
  • Open the Questionnaire tab from your dashboard
  • Select each questionnaire sent by your care team
  • Complete all required questions one by one
  • Review your answers carefully
  • Click Submit to send your completed forms securely
3

How to Upload & Share Documents on ChARM

Uploading documents through the SDKare patient portal is fast, secure, and helps your care team access important medical information without delay. You can upload common files like IDs, medical reports, lab results, and insurance documents directly from your device.

Uploading Documents

  • Log in to your SDKare patient portal account
  • Open the Documents tab from your dashboard
  • Click Upload and select the file from your device
  • Confirm by clicking Upload again to save the file

Sharing Documents

  • Locate the uploaded file in your documents list
  • Click the Share button next to the file
  • Select your provider under the Care Member section
  • Click Share again to send the document securely
4

How to Request an Appointment on ChARM

Requesting an appointment through the SDKare patient portal is simple, secure, and convenient. You can request telehealth visits, follow-up appointments, or phone consultations directly through your account.

  • Log in to your SDKare patient portal account
  • Go to the Appointments tab and click the + (plus) icon
  • Select your healthcare provider from the list
  • Choose your preferred date and time
  • Select the appointment type (e.g., phone call or telehealth visit)
  • Enter the reason for your visit
  • Click Request to submit your appointment request

What Happens After You Submit?

Once your request is received, a member of the SDKare care team will contact you to confirm your appointment based on provider availability.

Have Questions?

Check your spam or junk folder first. If you still cannot locate the email, contact the SDKare support team for assistance.

Yes. Mobile users can use the ChARM mPHR app for easier access to appointments, forms, and healthcare information.

ChARM is a secure online patient portal used by SDKare to manage your healthcare digitally. It allows you to register your account, complete medical forms, upload documents, and request telehealth appointments in one place.

Our care team reviews appointment requests and contacts patients based on provider availability.

Questionnaires help your provider understand your medical history, symptoms, and care needs before your appointment.

Yes. You can request changes through the portal or contact the SDKare support team for assistance.

Yes. All data on the SDKare portal is securely stored and shared only with your healthcare provider. The system is HIPAA-compliant and uses encryption to keep your personal health information private and protected at all times.

Still Need Help?

If you experience issues with:

  • Registration
  • Login access
  • Uploading documents
  • Completing questionnaires
  • Requesting appointments

The SDKare Support Team is here to help you every step of the way. At SDKare, we are committed to making telehealth care simple, secure, and accessible for every patient.

Call Us

(520) 800-6043

Email Us

contact.support@sdkare.com