# Compare CharmHealth vs Carepatron 2026 | Capterra > Unsure of what to choose? Check Capterra to compare CharmHealth and Carepatron based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/120340-195467/ChARM-EHR-vs-Care-Patron --- # CharmHealth vs Carepatron Features and Cost Comparison Last updated April 15th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: CharmHealthCarepatron2/4 selected [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.2 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) [## CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.2 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) Starting Price $25.00/month Value-for-Money 4.4 Functionality 4.2 Ease of Use 4.3 Customer Service 3.8 Reviews Sentiment Based on [151 reviews](#user-reviews) Positive 125 Neutral 12 Negative 14 [## Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) Starting Price Contact vendor Value-for-Money 4.6 Functionality 4.3 Ease of Use 4.5 Customer Service 4.5 Reviews Sentiment LM SG Based on [858 reviews](#user-reviews) Positive 768 Neutral 72 Negative 18 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 6,183 reviews from electronic medical records software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 77%Fit Feature ratings HIPAA Compliant 4.7 Patient Records Management 4.5 Charting 4.1 Patient Scheduling 4.0 Document Management 3.3 88%Fit High performer Feature ratings HIPAA Compliant 4.8 Patient Records Management 4.6 Charting 4.4 Patient Scheduling 4.7 Document Management 4.4 User satisfaction User satisfaction 4.2 User reviews[151](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) Ease of use 4.3 Functionality 4.2 Value for money 4.4 Customer support 3.8 User satisfaction 4.4 User reviews[858](https://www.capterra.com/p/195467/Care-Patron/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.6 Customer support 4.5 Price starts from Price starts from $25Usage Based, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for CharmHealth is used by medical practices, health systems, clinics, physicians, billing professionals, family practices, internal medicine, pediatricians, psychiatrists, and dentists. Best for Therapists, counselors, health coaches, mental health professionals, nurses, general practitioners, physical therapists, psychiatrists, psychologists, social workers, dietitians, and chiropractors. ## User reviews Pros & cons YP Yatra P. Student Nurse RPN > "It is easily accessible for both healthcare practitioner and the patient while managing their privacy and..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7051277) YP Yatra P. Student Nurse RPN > "CharmHealth might lag few times during rush times and the customer service can take long to respond back." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7051277) DH Daniel H. PMHNP > "I like the appointment reminders feature and the integration ease for websites to enable self-booking for..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6561553) DAB Dr Aaron B. Owner and Doctor > "Liked the idea of a fully integrated EHR and scheduling and payment system. But the tech issues and lack of..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6805939) JK Jacob K. Administration > "The software is reliable, the pricing is transparent, and the support team is responsive." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7104893) MF Matilda F. Office Manager > "Charm occasionally has small bugs, and the specific team assigned to resolve can sometimes take a while to..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6551432) VR Verified Reviewer Physician, Owner > "If they had good customer support, some way to talk to humans in-real-time, and to escalate to support team..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6649761) SC Sierra C. SLP > "Not streamlined at all as far as client flow goes, not created for therapists, the documents had odd subsections..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6749833) YP Yatra P. Student Nurse RPN > "It has very simple layouts which are easy to learn and understand." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7051277) VR Verified Reviewer Physician, Owner > "I can't even remember the last time I was able to get a human on the phone or chat... usually I am stuck with..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6649761) KK Kelsey K. President , Naturopathic Physician > "The clinic workflows enhance patient care and efficiency in the office." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6457306) Tracy S. Family Nurse Practitioner > "Mistake after mistake from Charm's engineers resulted in over 3 months of severe disruption to my practice." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7038487) JK Jacob K. Administration > "It’s a powerful tool that grows with your practice." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7104893) NJ Nikita J. Midwife Apprentice, OB Tech, Doula > "I told them to pull an audit trail of the account to prove that I have not logged in and/or used the service." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6309003) YP Yatra P. Student Nurse RPN > "CharmHealth is easy to use for small to medium clinics." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7051277) DAB Dr Aaron B. Owner and Doctor > "Even when speaking with a supervisor about my login issues recently they showed zero concern about how it..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6805939) GJ Grant J. Operations Coordinator > "I also enjoyed that you could filter it by location or provider to get the most use out of it." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6456437) MD Molly D. Provider and sole proprietor > "They are NEVER proactive and if you don't know to ask every single minute detail in advance, it won't get done." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6644976) SO Sarah O. Naturopathic Physician > "In theory, I also love the integration with Quest labs." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6820269) SS Shaquita S. CEO > "I signed up in February of 2024 and do not have all features activated that they have charged me for." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6429375) SO Sarah O. Naturopathic Physician > "Easy to use and customize, love the integration with FullScript." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6820269) CR Christina R. Owner > "There is also only one option for integrated payment processing which was not good for me, especially since that..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___5002552) MF Matilda F. Office Manager > "We've had an excellent experience with claims and reimbursement working with their billers, RCM." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6551432) MD Molly D. Provider and sole proprietor > "It's been infuriating and after four months seeing patients, I still haven't been able to bill insurance, all..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6644976) KK Kelsey K. President , Naturopathic Physician > "The EHR supports clinic work flow." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6457306) SS Shaquita S. CEO > "The erx and EPCS set up has taken more than 4 months for me." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6429375) GJ Grant J. Operations Coordinator > "It made finding patients and daily appointments easy." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6456437) Tracy S. Family Nurse Practitioner > "Support completely ineffective. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___7038487) PN Patricia N. NP-Provider > "Great system integration as well." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6666594) CN Candace N. Office Manager > "Sometimes I wish we could pick up the phone and call our billers. As they are outsourced to India we wait 24-48..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6290683) PN Patricia N. NP-Provider > "Great system integration as well." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6666594) LM Latasha M. PMHNP-BC > "I called for assistance with front end set up and the rep fast talked me, told me he emailed videos, and hung up..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6200609) MD Molly D. Provider and sole proprietor > "As far as EMRs go, as a solo provider this is a good option." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6644976) Julio A. Manager > "There is no option for refilling orders for patients. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___4993180) MF Matilda F. Office Manager > "Charm is a user friendly, patient friendly, online EMR system." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6551432) JL Jennifer L. Physician > "You are asked to write them with your issue but the issues are NEVER fixed, nor does anyone ever call you back." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___4935784) AS Amelia S. Psych ARNP > "Free, good support, relatively user friendly, customizable" [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6457348) DAB Dr Aaron B. Owner and Doctor > "Customer support is terrible." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6805939) AW Ashley W. Nurse Practioner > "price is great compared to other EMRs but you get what you pay for.." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6754520) OP Oluwole P. Medical Director > "Onboarding is brief and not very detailed." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6221586) KK Kelsey K. President , Naturopathic Physician > "Charm is easy to use." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6457306) LM Latasha M. PMHNP-BC > "Very poor customer service, in fact, No customer service" [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6200609) MD Molly D. Provider and sole proprietor > "It's affordable and fairly easy to get up and going." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6644976) JL Jennifer L. Physician > "They will not fix your program." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___4935784) CM Cassandra M. Operations Manager > "Charm is also very user friendly." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6457409) SF Suzanna F. Psychiatrist > "Like all programs with legacy code, some of the templates that I have used for years get a little buggy." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3868707) OP Oluwole P. Medical Director > "Other than occasional slow response time of technical team, I am pleased." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___6221586) AI Asha I. Physician > "I have a solo wellness practice, largely telemedicine , so some features were not needed and felt clunky but..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3503774) Julio A. Manager > "It has almost all the features we need to run the practice." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___4993180) PN Polina N. Admin > "Hard to sign up for e prescribing, some troubles with verification of identity" [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3815649) HS Hanna S. Naturopathic doctor > "The customer service and response time is superb (within minutes of hopping on to the chat on Charmehr.com with..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3830133) JL Jennifer L. Physician > "The customer service is TERRIBLE." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___4935784) CR Christi R. COO > "As a Telehealth focused practice we want the systems to ease our note taking burden and this EMR does that nicely." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3818445) JW Janmetra W. practice manager > "The reporting system is not the best." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3876484) Julio A. Manager > "It is highly customizable and their support is great. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___4993180) AA Amber A. Physician > "Charting is not as cohesive as I would like." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3821227) SP Stephanie P. Nurse Practitioner/Owner > "I also appreciate that there are documents and forms already uploaded that I can use and adapt to my needs as..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3877735) EA EUNICE A. NURSE PRACTITIONER > "WE ARE STILL HAVING ISSUES WITH BILLING AND CAN'T GET ANYONE FROM THEIR CUSTOMER SERVICE TO RESPOND." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___2904494) AA Asma A. Medical Director > "As a small practice, CharmHealth has been pivotal in our success as setting it up was fast and easy." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___6293917) KK Kathryn K. Naturopath > "the calendar is terrible. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___3553577) AF Autumn F. Naturopathic physician > "I like the ease of customizability. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___5098315) MW Mignon W. Pysician > "The support by phone is not knowledgeable to help on most issues, and frequently I have to figure the issue out..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3228600) SF Suzanna F. Psychiatrist > "I have used Charm for almost three years now for my private practice and it is cost-effective and so powerful and..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3868707) ES Elizabeth S. MD > "There is no integration of software for diagnostic testing like EKG, Spirometry, or Holter Monitors. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___2269053) JW Janmetra W. practice manager > "I like the easy of locating a patient, and being able to add alerts and notes to charts" [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3876484) ES Elizabeth S. MD > "The process of customization is not very easy. When a lab order is connected with an encounter it can't be..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___2269053) JW Janmetra W. practice manager > "I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3876484) EA EUNICE A. NURSE PRACTITIONER > "I AM THE ACCOUNT ADMIN BUT DON'T HAVE ACCESS TO OPTUM." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___2904494) SP Stephanie P. Nurse Practitioner/Owner > "As a small business owner and medical provider I was able to set up and implement the use of Charm all by myself." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3877735) VR Verified Reviewer Executive Consultant > "Also the system does not allow providers to adjust message limits - which is definitely needed during covid..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#GetApp___2657057) AF Autumn F. Naturopathic physician > "The support team is very helpful." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___5098315) KC Kelly C. Office Manager > "Due to not understanding the system we were left to figure it out or would just get written instructions which is..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___2375371) VR Verified Reviewer Optometrist > "Very easy to use, autofills most fields, easy to search on pharmacies and enter patient demographics." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#GetApp___4694136) LB Lisa B. Owner FNP-C > "BILLING sucked and minimal support." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___3046253) AA Amber A. Physician > "It’s inexpensive and works better than something I used that was significantly more expensive." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3821227) AL Anton L. Acupuncturist > "It's hard to find the configuration sometimes." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3333688) MW Mignon W. Pysician > "Outside of issues with electronic prescribing and customer support- which are SIGNIFICANT!, the EHR is otherwise..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3228600) LD Laura D. Nurse Practitioner > "Patients can't seem to update their demographic information, and credit card information themselves. " [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___2465511) KK Kathryn K. Naturopath > "I would like to say that my overall experience with the RCM at charm was good but \[SENSITIVE CONTENT\] was the..." [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#SoftwareAdvice___3553577) FK Feremusu K. MD > "None so far, I have not had any issues, I think i do not like the way you sign in" [See full review](https://www.capterra.com/p/120340/ChARM-EHR/#Capterra___3040515) [View Reviews](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) LM Logan M. Clinic Director > "Carepatron makes it easy for us to deliver high quality assessment, counselling, and therapy services by automating the bulk of admin, from schedule and appointment management to..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117936) MT Megan T. Owner > "Automatic return to weekly calendar (no matter the setting), when scheduling clients - it seems as there are a lot of selections to click before confirmation, and creating a document..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115354) SG Shea G. Counselor > "CarePatron allows me to securely store notes, schedule appointments, manage private pay patient fee collection, and more, from a single platform that's mostly intuitive to use." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118585) IK Inge K. Counsellor > "Not as intuitive as the leading platform in Canada when it comes to setting up how clients view calendar availability/scheduling, but I’m still learning this. When creating templates..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7127463) VS VANESSA S. CEO > "The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115325) JC Jo C. Practice Manager > "there is no capacity to alter introductory letter (to use local language greetings etc) unless through workflow...but workflow doesn't allow different intake options so again, it has..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115840) JC Jennifer C. Independent Contractor > "It is a money saver and over all it is good for note taking, the ability for my clients to book easily, it creates unique codes to meet for each session." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338) NM Nushka M. Clinical Psychologist > "The video-call platform needs serious fixes - 70% of the time I can't see clients waiting in the room, or they have troubles being let in the call, this is a waste of clinical time..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117923) GH Gillian H. Founder and Program Director > "CarePatron offers unusually strong value for clinicians by combining scheduling, documentation, telehealth, billing, and secure client communication into a single, streamlined..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117340) NN Natalie N. Licensed Clinical Social Work > "Carepatron doesn't feel like a program that was created for therapists to use. When a client or potential client fills out paperwork, it doesn't automatically update personal..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7126038) DW Daniel W. Owner > "It offers a user-friendly interface, streamlined workflows, and practical tools that make managing clients, notes, and scheduling far more efficient." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120359) AS Amanda S. Pediatric Occupational Therapist > "Additionally, the signature feature could be improved—it does not save my signature, so I have to re-enter it for each client, which becomes repetitive and time-consuming." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161) LG LUDIVINA G. Administrator > "I truly enjoy Carepatron and it essentially has really helped my agency to keep records of clients in one place and it allows clients to log in as well and keep up with their care." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120415) MM Moises M. Speech therapist > "Also my calendar/appointments dont display my properly on the mobile app, when the appointments are displayed on my computer." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117865) BJ Barry J. Therapist > "Scheduling & Reminders – Built-in scheduling features with automated text and email reminders help reduce no-shows and keep your calendar organized." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118034) KB Kate B. Clinical Psychologist > "Also that there's no way to automate scoring of questionnaires, and some automated reminders cannot be modified as far as I can tell." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122465) CH Caroline H. Psychotherapist > "Also, the ability to use the mobile or desktop option makes it more desirable, as well as the opportunity to be able to sync your Carepatron calendar to your Google calendar." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) JC Jennifer C. Independent Contractor > "I work in a group practice and it doesn't have the technology to say book with me directly, which can be confusing for clients, who then find themselves booked with other clinicians..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338) TH Tina H. SLP > "I’ve had a good enough experience that I’ve already referred two colleagues to start using it as well, which speaks to the value I see in the platform. While there are still areas..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159) TW Taylor W. Owner and President > "I wish there was a an option to hold a virtual appointment with a window to take notes at the same time versus opening another tab which can cause some issues." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121623) KV Krishna V. Owner and founder > "I also find myself having to regularly clear cookies and cache to keep things running smoothly, and even then, I occasionally encounter errors like “something isn’t right.” Despite..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115311) KC Kathleen C. Counsellor > "it maybe asks them to log in when they click on the carepatron video link so sometimes i have to switch to google meet to accomodate them, but i don't experience their side of things..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117882) AD Amy D. Genetic Counselor > "I really enjoy the flexibility and customization abilities for setting up different services and availability, and my clients have had good booking experiences as a result." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122369) TT Teresa T. Licensed Professional Counselor > "I dont like that all my emails appear there rather than just e ails from clients forcing me to either have no link to email or a paid version due to volume of spam email i receive. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115374) JC Jessica C. Clinician > "There are a large number of forms, assessments, templates, etc, that are easy to customize for my practice. Or I can easily upload my own forms, which Carepatron formats for me. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668) SB Sabrina B. CCS Administrator > "At this time, we do not need features like billing or appointment reminders, so the cost feels high relative to our needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117871) JG Jesus G. Case worker > "I like how it makes scheduling simple, and all the worksheets and different forms it has; they help me handle my patients more effectively and with ease." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621) AF Aaron F. APRN > "Unable to auto bill When on a support call, the person was unfamiliar with how to set up the e-prescribe system or if it was capable to prescribe compounding medication." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124585) CH Caroline H. Psychotherapist > "Another invaluable feature is the possibility to transcribe client notes which can be stored chronologically on the system." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) TD Tanya D. Mental health, counselling, psychotherapy > "One limitation is the lack of real-time support—assistance is primarily handled through email, which can be inconvenient when something urgent comes up." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115720) DH Diana H. supervisor > "It makes appointment scheduling, reminders, and patient record management simple and efficient, helping streamline daily operations." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120899) VR Verified Reviewer Owner and Clinician > "The 1 GB free account is misrepresented. Once you hit the 1 GB you lose access to EVERYTHING unless you pay for the upgrade." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7141570) AS Amanda S. Pediatric Occupational Therapist > "Sharing documents, sending intake forms, and keeping everything organized in one place has streamlined my workflow significantly." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161) RC Ruby C. Occupational Therapist Owner > "I also find it inconvenient that I have to create a separate profile for parents instead of having all relevant information under one unified family profile." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) AE Aly E. Owner > "The value for money is nice as there are templates for notes and paperwork, AI, video conferencing, and it's streamlined." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116691) NV Nadine V. Counsellor > "There is a lack of customisation with some of the workflow and there were some glitches depending on the browser as well." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7119006) RC Raechel C. CEO Marriage and Family Therapist > "I felt like the notes features, customizability and now having integrated insurance and Ai make CarePatron a top of the line platform." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116321) NL Nicole L. Physiotherapist > "For some reason, the method of sending out fillable intake forms for patients to complete doesn't seem to work smoothly." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401) JC Jessica C. Clinician > "The best feature is the AI assistant - I can get answers to any questions in real time, and the answers are detailed and easy to follow to fix whatever issue I am stuck on. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668) DK Donna K. Physical Therapist > "Constantly needs refreshing to be updated and does not indicate if no longer saving (so sometimes causes changes on notes not to be saved while updating." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115818) BA Brian A. Staff Counselor > "Having a quick and easy way to access these materials for clients has made my job much easier. Plus the incredible talent of the community shines through with the ability to share..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117996) TH Tina H. SLP > "As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159) KH Kelly H. Licensed Therapist > "On my desktop, I have the app, so I don't have to worry about toggling between browsers/tabs when working on other things simultaneously, as it has it's own window and place on my..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118163) ME Mary E. Therapist > "I also am not a big fan of the billing system mostly because there is not autopay feature and my clients have had trouble navigating it." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118133) AC Alli C. Occupational Therapist > "Being able to do HiPPA video calls, have clients manage their own appointments, and utilize transcribing/AI makes it totally worth the money." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609) PP Persefoni P. Psychologist > "cannot customize the messages to the clients: send invoices, reminders, etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115364) DE Danielle E. Therapist > "I enjoy the wide variety of client record templates and note templates that you can use and customize to your needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115332) MC Miriam C. Coach > "I am unable to send different forms for different services when a client books a service." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115751) SC Sam C. Music Therapist, Board-Certified > "overall, it is a great free option for EHR, combining tools together like zoom, calendars, and billing in one spot." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120170) NL Nicole L. Physiotherapist > "I can send the forms but there always seem to be some errors or miscommunication in how the patient can respond/input their data." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401) DP Devon P. Therapist > "It allows me to tailor the platform to my specific clinical needs without the overhead of more complex systems." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118765) CH Caroline H. Psychotherapist > "It also seems to require the page being refreshed quite frequently & clients reminders usually thought to be misrecognised as a likely scam." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) JT Jaya T. administrator > "For the price, you get a surprising amount of functionality — documentation, scheduling, client management, and AI Scribe all in one place." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121909) SK Scott K. Speech Pathologist > "The only negatives would be the limited cloud storage and no automatic email reminders for appointments." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115297) NR Nicola R. Counsellor and Clinical Supervisor > "I am able to easily create templates for notes, electronic consent forms, emails etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115691) RC Ruby C. Occupational Therapist Owner > "The claims submission feature is not very user-friendly, which makes billing more cumbersome than it should be." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) JM Jessica M. Clinical Psychologist > "The booking system and reminders are automated and eliminate unnecessary admin work so I can focus more on the clinical work." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118995) RC Reyenne C. Speech-Language Pathologist > "There is still a lot that is unclear about how relationships work with this and what is best in the system (like using the same email, phone number, etc.)." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122647) HD Heather D. Psychotherapist > "I have also enjoyed that I can access Carepatron from my phone as that has been helpful to be able to manage my appointments and patient records." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115418) SB Samantha B. CEO, Therapist > "My practice lost money daily for missed sessions due to non working links and patients could never sign in." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120440) HW Hannah W. Speech Language Pathologist > "I really like that Carepatron is a one stop shop for all my needs including billing, documentation, scheduling, etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118017) AM Amy M. Mental Health Therapist > "I did not have good luck with the video platform and went back to using Doximity after comparing and contrasting with my clients we made this joint agreement." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116325) RU Roxana U. Therapist > "I like that CarePatron has a lot of templates to use and different features for types of services as well as how easy it is to send documents through the portals." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115377) KP Kassandra P. LMFT > "It was not functional for my therapy practice as you could not have a multiple client account for families or couples." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117893) JG Jesus G. Case worker > "Booking appointments is smooth, and it allows me to send reminders to my staff and clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621) FE Frieda E. Audiologist > "It's a shame I can't set up reminders automatically to be send out for customer birthdays and when it's flow up time." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115305) AF Alecia F. License Professional Counseling > "It provides a free library of forms that can be accessed and modified to tailor your own needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115590) MF Matt F. Owner and Practitioner > "I do wish I could organize my documentation and intake forms differently instead of the current work flow." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117885) JEB John-Eduard B. CEO > "The load of sending intake documents is relieved as well and I can download the documents from Carepatron to the clients' files." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120789) AC Alli C. Occupational Therapist > "I can't change the templates for emails that go out with invoices or appointments." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609) LT Libby T. PT Owner > "I enjoy the appointment reminders, the client relationship tags and the customizability of the templates. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115432) RC Ruby C. Occupational Therapist Owner > "few workflow limitations that make documentation and administrative tasks more time-consuming than they need to be." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) EC Emily C. Counsellor > "There are some aspects, like the video call option and synching calendars that I haven't tried yet, but I think these will also be useful." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117962) ES Emily S. Therapist > "More concerning, we’ve experienced multiple outages—including during telehealth sessions—which is extremely frustrating and unprofessional when working with clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115436) HM Hannah M. Chief Clinical Officer > "I also appreciate the platform’s accessibility for both clinicians and clients, which supports engagement and reduces administrative burden." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121366) PD Patti D. Scheduling, intakes, invoicing and accepting payments > "The invoicing and accepting payments is not as clear as the app that we were previously using." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118028) KL Kai L. Youth Development Lead > "CarePatron is an excellent software that has made management, client engagement, and appointment reminders easier than ever before!" [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118759) EH Ella H. Speech therapist > "Some features that I have technical issues to make changes e.g., the visit signature." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115581) JG JUSTINE G. Counsellor > "I like the automated workflows such as client reminders and sending intake forms." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120358) HR Haley R. registrar > "It often made navigating the platform feel disjointed and slow, which disrupted my workflow." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7125411) [View Reviews](https://www.capterra.com/p/195467/Care-Patron/reviews/) ## User interface 4.24 (151) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/) 4.43 (858) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features CharmHealth Top features 47/50 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Care Plan Management - Charting - Claims Management - Claims Scrubbing - Clinical Notes - Clinic Interoperability - Coding Assistance - Communication Management - Compliance Tracking - Customizable Forms - Customizable Templates - Decision Support - Documentation Management - Document Management - Document Storage - Electronic Payments - E-Prescribing - File Sharing - Generative AI - Handwriting Recognition - HIPAA Compliant - Imaging and X-rays - Immunization & Allergy Tracking - Insurance Eligibility Verification - Invoice Management - Lab Integration - Meaningful Use Certified - Medical Billing - Medication Database - Medication Management - Mobile Access - Multi-Location - ONC-ATCB Certified - Order Entry - Outcome Assessment Tools - Patient Portal - Patient Records Management - Patient Scheduling - Reminders - Reporting & Statistics - Revenue Management - Task Management - Telemedicine Integration - Third-Party Integrations [See all features](https://www.capterra.com/p/120340/ChARM-EHR/#features) Carepatron 29/50 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Care Plan Management - Charting - Claims Management - Claims Scrubbing - Clinical Notes - Clinic Interoperability - Coding Assistance - Communication Management - Compliance Tracking - Customizable Forms - Customizable Templates - Decision Support - Documentation Management - Document Management - Document Storage - Electronic Payments - E-Prescribing - File Sharing - Generative AI - Handwriting Recognition - HIPAA Compliant - Imaging and X-rays - Immunization & Allergy Tracking - Insurance Eligibility Verification - Invoice Management - Lab Integration - Meaningful Use Certified - Medical Billing - Medication Database - Medication Management - Mobile Access - Multi-Location - ONC-ATCB Certified - Order Entry - Outcome Assessment Tools - Patient Portal - Patient Records Management - Patient Scheduling - Reminders - Reporting & Statistics - Revenue Management - Task Management - Telemedicine Integration - Third-Party Integrations [See all features](https://www.capterra.com/p/195467/Care-Patron/#features) ### Recognition CharmHealth is recognized as a top-rated tool in 5 Capterra Shortlist reports Carepatron is recognized as a top-rated tool in 4 Capterra Shortlist reports ### Deployment & support CharmHealth Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Carepatron Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details CharmHealth - By MedicalMine - Located in United States - Founded in 2007 Carepatron - By Carepatron - Located in New Zealand - Founded in 2019 ## Popular Comparisons [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.24 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) vs [Fusion](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/)[4.33 (708)](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/reviews/) $25/month Price $49/month 4.2 Features 4.2 4.3 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/120340-136876/ChARM-EHR-vs-Pediatric-Therapy-EMR) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [EHRYourWay](https://www.capterra.com/p/118789/EHR-YOUR-WAY/)[4.88 (528)](https://www.capterra.com/p/118789/EHR-YOUR-WAY/reviews/) $0 Price Contact vendor for pricing 4.3 Features 4.8 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/118789-195467/EHR-YOUR-WAY-vs-Care-Patron) [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.24 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) vs [ModMed](https://www.capterra.com/p/124590/EMA/)[4.42 (365)](https://www.capterra.com/p/124590/EMA/reviews/) $25/month Price Contact vendor for pricing 4.2 Features 4.4 4.3 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/120340-124590/ChARM-EHR-vs-EMA) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[4.56 (2,827)](https://www.capterra.com/p/130710/SimplePractice/reviews/) $0 Price $49/month 4.3 Features 4.3 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/130710-195467/SimplePractice-vs-Care-Patron) [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.24 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) vs [Alleva](https://www.capterra.com/p/180899/Alleva/)[4.47 (282)](https://www.capterra.com/p/180899/Alleva/reviews/) $25/month Price Contact vendor for pricing 4.2 Features 4.4 4.3 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/120340-180899/ChARM-EHR-vs-Alleva) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[4.37 (1,033)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) $0 Price $29/month 4.3 Features 4.1 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/130400-195467/TheraNest-Mental-Health-vs-Care-Patron) [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.24 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) vs [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[4.40 (453)](https://www.capterra.com/p/122278/EpicCare-EMR/reviews/) $25/month Price Contact vendor for pricing 4.2 Features 4.4 4.3 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/120340-122278/ChARM-EHR-vs-EpicCare-EMR) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [CounSol.com](https://www.capterra.com/p/124769/CounSol-com/)[4.73 (829)](https://www.capterra.com/p/124769/CounSol-com/reviews/) $0 Price $49.95/month 4.3 Features 4.5 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/124769-195467/CounSol-com-vs-Care-Patron) [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.24 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) vs [Tebra](https://www.capterra.com/p/129169/Tebra/)[3.95 (1,365)](https://www.capterra.com/p/129169/Tebra/reviews/) $25/month Price Contact vendor for pricing 4.2 Features 3.8 4.3 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/120340-129169/ChARM-EHR-vs-Tebra) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [Jane](https://www.capterra.com/p/178984/Jane-App/)[4.79 (507)](https://www.capterra.com/p/178984/Jane-App/reviews/) $0 Price $54/month 4.3 Features 4.6 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/178984-195467/Jane-App-vs-Care-Patron) [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.24 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) vs [athenaOne](https://www.capterra.com/p/98735/athenaOne/)[3.79 (910)](https://www.capterra.com/p/98735/athenaOne/reviews/) $25/month Price Contact vendor for pricing 4.2 Features 3.8 4.3 Ease of Use 3.8 [View full comparison](https://www.capterra.com/compare/98735-120340/athenaOne-vs-ChARM-EHR) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [Alleva](https://www.capterra.com/p/180899/Alleva/)[4.47 (282)](https://www.capterra.com/p/180899/Alleva/reviews/) $0 Price Contact vendor for pricing 4.3 Features 4.4 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/180899-195467/Alleva-vs-Care-Patron)