Delivered healthcare integration · 2026 - Patient intake and appointments, connected to the clinical record
Yunique Medical used GoHighLevel for patient contact and intake workflows and Charm Health for the clinical record. BeeNex connected the two so patient creation, appointment changes, and completed intake could move through a defined workflow instead of relying on repeated entry.
- Client
- Yunique Medical
- Year
- Service
- Healthcare integration, CRM integration, EHR integration
- Engagement
- Delivered healthcare integration · 2026
At a glance
- Client: Yunique Medical
- Systems: GoHighLevel and Charm Health
- Scope: Four integration areas
- Status: Reported live in production on August 31, 2026
The challenge
Information collected before a visit needed to reach the clinical system. Contacts, bookings, reschedules, cancellations, and intake forms crossed a boundary between GoHighLevel and Charm. Without that connection, staff had to carry information from one workflow into another.
What BeeNex delivered
- Patient creation: A GoHighLevel contact can become a patient record in Charm.
- Appointment updates: Booking, rescheduling, and cancellation are included in the integration.
- Intake transfer: Completed intake information moves into the corresponding clinical encounter.
- Patient-specific data: The delivered scope also includes custom compounds for individual patients.
BeeNex also supplied an operations guide with steps for checking the integration and supporting it after launch.
- GoHighLevel
- Charm Health
- Backend API integration
The outcome
The project was reported complete and live in production on August 31, 2026. It connected four workflow areas—patient creation, appointments, intake forms, and custom compounds—between GoHighLevel and Charm Health.
- Integration workflow areas
- 4
Who this example is useful for
This is an example of connecting an intake or CRM system to an EHR. It is most relevant when a practice is trying to reduce the handoff between patient contact, booking, intake, and the clinical record.