# Compare CollaborateMD vs CharmHealth 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare CharmHealth and CollaborateMD based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/81299-120340/CollaborateMD-PMS-vs-ChARM-EHR

---

# CharmHealth vs CollaborateMD Features and Cost Comparison

Last updated April 2nd, 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:

CharmHealthCollaborateMD2/4 selected

[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[4.2 (151)](https://www.capterra.com/p/120340/ChARM-EHR/reviews/)

[CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.1 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/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

[## CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.1 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/)

Starting Price

$235.00/month

Value-for-Money

4

Functionality

4

Ease of Use

4.1

Customer Service

3.8

Reviews Sentiment

JV

MR

Based on [113 reviews](#user-reviews)

Positive

88

Neutral

5

Negative

20

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## Summary

* * *

Key features rated by users

Features selected based on 1,912 reviews from medical billing 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

79%Fit

High performer

Feature ratings

HIPAA Compliant

4.7

Charting

4.1

Billing & Invoicing

4.5

Claims Management

4.0

Appointment Management

4.4

71%Fit

Missing features

Feature ratings

HIPAA Compliant

4.7

Charting

NA

Billing & Invoicing

4.4

Claims Management

4.2

Appointment 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

4.1

User reviews[113](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/)

Ease of use

4.1

Functionality

4.0

Value for money

4.0

Customer support

3.8

Price starts from

Price starts from

$25Usage Based, Per Month

-   Free version
-   Free trial

Price starts from

$235Other, Per Month

-   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

CollaborateMD’s easy to learn practice management and medical billing software is designed for medical practices and medical billing companies of any size or specialty.

## 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/)

JV

JUDITH V.

OWNER

> "CollaborateMD offers a user-friendly interface that makes navigating billing and claim management..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7024628)

TB

Traci B.

Owner Billing Manager Administrator

> "They need to have more than one option for this feature. Because you use Global Payments and..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020471)

MR

Monet R.

Physician Billing Manager

> "The reporting features are a big plus, I really like being able to create our own reports."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7027486)

MK

Mikey K.

Billing Manager

> "They are extremely hard to work with, they over sale you on the capabilities of the system, and..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7098816)

PY

Paul Y.

Administrator

> "The system is efficient and easy to use for claims processing and payment processing. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020177)

JV

JUDITH V.

OWNER

> "Customizing reports can sometimes be time-consuming, and claim scrubbing rules occasionally..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7024628)

JD

Jennifer D.

Billing

> "I am able to get help when needed and my staff is able to navigate well through the system."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341466)

BW

Bethany W.

Billing and Coding Coordinator

> "The "statement batch print" search features do not function properly when a mix of electronic and..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341933)

BS

Brandi S.

Co-Owner

> "I also like that you can view the patient account from many different areas."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341464)

LS

Lindsey S.

Owner

> "There are so many errors still happening and I need proper assistance to make sure things are..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6826009)

JA

Jazmine A.

Billing Office Manager

> "We love CollaborateMD's customizable reporting."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020186)

KB

Kern B.

Owner

> "Terrible, no help for set up, trying to get you as a physician to call and interact with billing..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6695320)

PY

Paul Y.

Administrator

> "The integration with our EMR is excellent. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020177)

JL

Julian L.

Administrator

> "We signed up 10 years ago, if I get to redo, hell no in picking CollaborateMD. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___7078461)

RS

Rebecca S.

Office ManagerBiller

> "Good but could certainly improve their customer services and timely response to issues when help..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6351662)

BS

Brandi S.

Co-Owner

> "Another major issue I have is the pricing model. Why is everything nickel and dimed to death for a..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341464)

LS

Lindsey S.

Owner

> "The system may be great once I get it set up to work like it needs too."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6826009)

AZ

Ashley Z.

President

> "Some pieces are missing for laboratory billing like client billing and invoicing."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6394473)

KF

Korvan F.

Medical Biller

> "I most liked the ease of use, the flexibility in functionality, the integration with our EMR, and..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6344303)

AC

Annette C.

Billing Manager

> "There was a problem with an ERA last week and I cannot settle the claim because he didn't know how..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346)

KG

KATHLENA G.

OFFICE MANAGER

> "I LIKE THAT IT HELPS ME WITH DEALING WITH INSURANCE CLAIMS"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341510)

AC

Annette C.

Billing Manager

> "I really do not think my trainer has ever entered a claim so they really can't see what I see and..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346)

SG

Sherlynn G.

Clinic Manager

> "Overall it has been a very good experience and it is way better than the old system our office..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822239)

JL

Julian L.

Administrator

> "They DO NOT have the heart to help you although they take the fees. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___7078461)

RM

Regine M.

Director

> "The customer service is also very knowledgeable and helpful."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7018911)

TB

Traci B.

Owner Billing Manager Administrator

> "I am not impressed with the lack of knowledge of the support staff, especially since the sale of..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020471)

JC

Joey C.

Operations

> "The integration with our EHR is the most important part by far."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6340034)

MR

Margo R.

Medical biller

> "I think there may be a little too much on the tabs-"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822197)

SG

Sherlynn G.

Clinic Manager

> "It makes my job way easier than before."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822239)

AC

Annette C.

Billing Manager

> "I cannot get anyone to answer my emails. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346)

SA

Sandy A.

doctor

> "Customer support is excellent and it always there if you have any questions. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7022352)

LS

Lindsey S.

Owner

> "The setup process has been a disaster."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6826009)

SG

Sherlynn G.

Clinic Manager

> "I really enjoy the chat feature."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822239)

OE

OLGA E.

MD

> "not being able to use all the features for the price we paid"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341711)

JD

Jennifer D.

Billing

> "I like the ease of navigating through the software and the record keeping."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341466)

AC

Annette C.

Billing Manager

> "My business is in limbo. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346)

KF

Korvan F.

Medical Biller

> "By the time training was complete, I was fully equipped to work with CollaborateMD."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6344303)

DV

Doreen V.

Director of Finance

> "We have not yet experienced any cons, therefore do not have any items to report being liked least."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341776)

JB

Jessica B.

Executive Director

> "Its easy to use and provides all the information needed for our team."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6340404)

CA

Cyndi A.

Office Manager

> "No genuine concern for their clients whatsoever."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6405295)

OE

OLGA E.

MD

> "In general, so far we are very happy, we like the learning center because we can use it any time..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341711)

AW

Andrea W.

Medical Billing Manager

> "A little tedious to use."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341785)

BS

Brandi S.

Co-Owner

> "Overall there are good things about CMD, but honestly if I had it to do over, I would not have..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341464)

TP

Tracy P.

Owner

> "Seems expensive"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6342022)

MR

Margo R.

Medical biller

> "Excellent customer service."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822197)

MP

Molly P.

Co-owner

> "It used to be really hard to talk to someone, but that has changed recently. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___6009042)

MR

Margo R.

Medical biller

> "The training was phenomenal."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822197)

RB

Russell B.

Physician

> "We are now being charge a $250 penalty per month because their own clearinghouse hasn't done its..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845)

TB

Traci B.

Owner Billing Manager Administrator

> "It has been pretty easy to use since I first started using it in 2011. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020471)

RB

Russell B.

Physician

> "The clearinghouse does not even support Medicare Advantage and Medicaid products in our state. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845)

MP

Molly P.

Co-owner

> "There are some features that allow me to view claims more easily, but that's it."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___6009042)

RB

Russell B.

Physician

> "Likewise, an eligibility check doesn't go through and you must do it again. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845)

MF

Megan F.

Executive Director

> "Functionality for the money is good."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6342918)

MW

Max W.

Physician/owner

> "It was nearly impossible to get someone on the phone if there was an issue. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___4599962)

TP

Tracy P.

Owner

> "Easy to use once you understand it"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6342022)

MW

Max W.

Physician/owner

> "I've sent over $30,000 to this company over the past decade and was treated horribly in the end. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___4599962)

LH

Latosha H.

Certified Surgical First Assist

> "Very affordable and the software is easy to navigate."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6338487)

RB

Russell B.

Physician

> "ZERO and I mean ZERO customer service when things go wrong. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845)

AB

Alexandra B.

medical biller

> "It is easy to use and the custom reports are so helpful and easy to use."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___4837301)

NB

Natalia B.

Practice Manager

> "The feature to run reports is not easy to understand"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3731392)

EC

Erin C.

Owner

> "I also love that you can customize reports and export them into formats that can be edited for..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2923938)

SL

Samantha L.

Business Analyst

> "Also it is not possible to use CMD reminders just on certain providers, you have to do them all. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2924129)

RB

Russell B.

Physician

> "The program is easy to use and provides full reporting capabilities. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845)

GD

Geoffrey D.

CEO

> "No way of storing encrypted credit cards."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3383620)

SS

SLOAN S.

OFFICE MANAGER

> "I liked most that in scheduling/calendar area you could at a very quick glance differentiate..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2845659)

SL

Sheryl L.

Owner practice manager

> "Not user friendly."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3614274)

PS

Patricia S.

Accountant

> "Can easily create any custom report wanted."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2923990)

LF

Leah F.

Billing Supervisor

> "Claims showing on rejection report that weren’t actually rejected"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2929714)

SS

SLOAN S.

OFFICE MANAGER

> "The scheduling platform that Collaborate offered was very user friendly and offered a lot of..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2845659)

GG

Gary G.

physician

> "CollaborateMD has become the biggest problem in running my practice."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___3335085)

NB

Natalia B.

Practice Manager

> "Easy to use in the most common functions."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3731392)

SL

Samantha L.

Business Analyst

> "So we cannot take advantage of this feature the way we would like to."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2924129)

Vishal P.

Senior AR Associate

> "Simple and excellent."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3799102)

AS

Abigail S.

Coding Specialist

> "The fact that it freezes a lot and takes a while for it to start working again. "

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2410047)

SS

SLOAN S.

OFFICE MANAGER

> "Initially when I started using this program I was new to everything and had never even done..."

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2845659)

JN

JENIFER N.

ADMIN

> "LIKE THE CODE WERE ENTERED WRONG"

[See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2924218)

[View Reviews](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/)

## User interface

4.24 (151)

[CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)

4.06 (113)

## 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

41/47

-   Accounting
-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Management
-   Billing & Invoicing
-   Calendar Management
-   Charting
-   Claims Management
-   Claims Scrubbing
-   Code & Charge Entry
-   Compliance Tracking
-   Credit Card Processing
-   Customer Database
-   Customizable Dashboard
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Dunning Management
-   Electronic Payments
-   E-Prescribing
-   Financial Management
-   Forms Management
-   Generative AI
-   HIPAA Compliant
-   Historical Reporting
-   Insurance Eligibility Verification
-   Invoice History
-   Live Chat
-   Multi-Location
-   Online Intake Forms
-   PACS Integration
-   Payment Collection
-   Practice Management
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Records Management
-   Reminders
-   Remittance Advice
-   Reporting & Statistics
-   Revenue Management
-   Scheduling
-   Secure Data Storage
-   Self Service Portal
-   Workflow Management

[See all features](https://www.capterra.com/p/120340/ChARM-EHR/#features)

CollaborateMD

36/47

-   Accounting
-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Management
-   Billing & Invoicing
-   Calendar Management
-   Charting
-   Claims Management
-   Claims Scrubbing
-   Code & Charge Entry
-   Compliance Tracking
-   Credit Card Processing
-   Customer Database
-   Customizable Dashboard
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Dunning Management
-   Electronic Payments
-   E-Prescribing
-   Financial Management
-   Forms Management
-   Generative AI
-   HIPAA Compliant
-   Historical Reporting
-   Insurance Eligibility Verification
-   Invoice History
-   Live Chat
-   Multi-Location
-   Online Intake Forms
-   PACS Integration
-   Payment Collection
-   Practice Management
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Records Management
-   Reminders
-   Remittance Advice
-   Reporting & Statistics
-   Revenue Management
-   Scheduling
-   Secure Data Storage
-   Self Service Portal
-   Workflow Management

[See all features](https://www.capterra.com/p/81299/CollaborateMD-PMS/#features)

### Recognition

No recognitions have been awarded to CharmHealth

CollaborateMD 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

CollaborateMD

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

CollaborateMD

-   By CollaborateMD
-   Located in United States
-   Founded in 1999

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vs

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[CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/)

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[CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/)

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4.5

4.1

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/81299-142407/CollaborateMD-PMS-vs-ChiroFusion-Complete-Practice-Management)