--- title: "CharmHealth Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CharmHealth Software - reviews, pricing plans, popular comparisons to other Electronic Medical Records products and more." source_url: "https://www.capterra.com/p/120340/ChARM-EHR/" page_type: "product" language: "en" --- # CharmHealth Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CharmHealth ## What is CharmHealth? CharmHealth is an AI-based, cloud-based healthcare platform offering comprehensive solutions for medical practices. Its electronic health record (EHR) system uses AI features, such as ambient listening for transcription, chart updates, and diagnostic code suggestions to streamline documentation. The platform integrates with pharmacies, labs, and medical devices, creating efficient workflows. It includes practice management tools for scheduling, billing, and reporting, along with a patient engagement portal for secure communication and health record access. Revenue cycle management features enhance financial operations. CharmHealth provides customization and scalability, enabling practices to start with basic functionality and expand as needed. It helps clinicians optimize time while maintaining high-quality care standards. ## What is CharmHealth used for? [Electronic Medical Records](https://www.capterra.com/electronic-medical-records-software/)[Patient Management](https://www.capterra.com/patient-management-software/)[Medical Scheduling](https://www.capterra.com/medical-scheduling-software/) Recognitions Shortlist Overall rating Based on 153 user reviews Reviews sentiment Positive 82% Neutral 8% Negative 10% Starting price $25 Usage Based, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - e-Prescribing / 2026 - Electronic Medical Records / 2026 - Medical Billing / 2026 - Medical Practice Management / 2026 - Telemedicine / 2026 - Medical Scheduling / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## CharmHealth alternatives Highest Rated [4.8 (534)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $54.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (708)](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.4 (371)](https://www.capterra.com/p/124590/EMA/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [3.9 (1,382)](https://www.capterra.com/p/129169/Tebra/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 74% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/120340/ChARM-EHR/alternatives/) ## FAQs about CharmHealth Overview ### What problems does CharmHealth solve? CharmHealth solves fragmented practice operations by combining charting, scheduling, billing, e-prescribing, labs, imaging, telehealth, and patient messaging in one system. It helps solo providers, small clinics, mental health practices, and billing staff reduce manual paperwork, speed setup, customize workflows, support multi-location access, and keep patient records organized and accessible across devices. Answer based on 31 reviews Overview ### Which roles and teams benefit most from CharmHealth? CharmHealth is most used by physicians, medical directors, nurse practitioners, and other independent care providers who need efficient charting, scheduling, and patient communication. Office managers, administrators, and operations leaders rely on it to streamline front-desk workflows, billing, and practice coordination, while owners and executives use it to oversee clinic performance and growth. Answer based on 150 reviews Overview ### What company size and industries is CharmHealth built for? CharmHealth is built primarily for small healthcare organizations, with 98% of reviewers from small businesses and Medical Practice the top industry at 31%. It serves medical practices, health systems, clinics, physicians, billing professionals, and specialties such as family medicine, internal medicine, pediatrics, psychiatry, and dentistry. Answer based on 153 reviews Features and Usability ### What are the key features of CharmHealth? CharmHealth includes core EMR/EHR features like charting, clinical notes, appointment scheduling, and patient records management, plus billing, claims management, and payment processing. Differentiating features include a patient portal with messaging and reminders, telemedicine, lab integration, e-prescribing, and customizable templates, forms, and questionnaires for specialty workflows. Answer based on 60 reviews Pricing ### How much does it cost and what fees or limitations are included? CharmHealth starts at $25/month on the usage-based Encounter Plan, billed at 0.50 per encounter with a monthly minimum; the Provider Plan starts at 200/month. A free version is available. Reviewers often call it affordable, though encounter-based billing can make monthly costs harder to predict for high-volume, low-fee visits. Answer based on 22 reviews Integrations ### Which third-party tools and platforms does CharmHealth integrate with? CharmHealth integrates with Zoom Workplace for telemedicine and Wellevate and Fullscript for supplement workflows. It also connects to QuickBooks Online Advanced for accounting, Twilio for messaging, Zoho CRM for customer management, and Sfax for faxing, covering communication, finance, and practice operations. Answer based on 16 reviews Getting Started and Support ### What training and onboarding options does CharmHealth offer? CharmHealth provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide on-demand walkthroughs for teams getting started. Answer based on 9 reviews Getting Started and Support ### What customer support options does CharmHealth offer, and how do users rate the experience? CharmHealth offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users describe support as helpful and responsive for onboarding, training, and troubleshooting, but experiences are mixed: some report delayed replies, difficulty reaching knowledgeable staff by phone or chat, and inconsistent issue resolution. Answer based on 60 reviews Patient appointment ### How well does CharmHealth handle patient appointments? CharmHealth makes appointment scheduling easy for many small and midsize clinics, with online booking, reminders, calendar views, and website self-scheduling. Solo practices and telehealth-focused teams may find setup less flexible, especially for booking rules, blocked time, service menus, and occasional scheduling glitches that create rescheduling work. Answer based on 34 reviews ## Features AI summary Based on 4,063 Electronic Medical Records reviews Capterra data shows that buyers of Electronic Medical Records rank the following features as their top priorities: - **HIPAA Compliant** (**75%** of reviewers rated this feature as critical) - **Patient Records Management** (**62%**) - **Charting** (**63%**) CharmHealth supports all three of the features reviewers value most: **HIPAA Compliant**, **Patient Records Management**, and **Charting**. Combined, these capabilities help healthcare organizations protect sensitive patient data, maintain complete and accessible medical records, and document care accurately, allowing teams to improve compliance, support better clinical decisions, and manage daily workflows more efficiently. HIPAA Compliant 4.6 (31) 70.97% of 31 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Patient Records Management 4.3 (23) 86.96% of 23 reviewers that rated this feature as important or highly important Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Charting 4.0 (28) 67.86% of 28 reviewers that rated this feature as important or highly important Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Medical Billing 3.7 (14) 35.71% of 14 reviewers that rated this feature as important or highly important Manage billing and payments for a healthcare provider Patient Scheduling 3.7 (11) 63.64% of 11 reviewers that rated this feature as important or highly important Book and manage patient appointments and follow-ups Appointment Scheduling 4.1 (25) 36.00% of 25 reviewers that rated this feature as important or highly important Schedule appointments via a calendar CharmHealth 187 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Admissions Management: Handle the registration and admission process for existing and new students - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Analytics: Tools for the systematic analysis of various types of data or statistics - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chat/Messaging: Communicate using direct chat or messages within the system - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems - Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician - Code & Charge Entry: Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Consent Forms: A document containing important information about medical records, procedures, trials, testing, risk and benefits for patients. - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Credit Card Processing: Accept and process credit card transactions - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Mobile App: Platform for customers to directly manage their appointments and profile - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customizable Tests: Create tailored assessments that test for specific relevant skills - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action - Diagnostic Imaging: Render images of the body for diagnostic and treatment purposes - Diagnostic Reports: Reporting completed by clinicians that summarizes health/medical diagnoses - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Documentation Management: Manage product specific documents in a categorized order - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drug Reference Database: Electronic storage of drug information such as name, brand, appearance, etc. - E-Prescribing: Transmit prescriptions to pharmacies electronically - EDI: Transfer of data from one computer system to another - Electronic Faxes: Create, edit, preview, and send faxes electronically - Electronic Payments: Electronically collect payments for goods or services - Electronic Prior Authorization: Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc. - Electronic Signature: Digitally sign online documents - Email Reminders: Reminders sent via email - EMR/EHR: Create and securely store digital patient records - EPCS Compliant: Compliant w/ EPCS (Electronic Prescriptions for Controlled Substances) regulations as set by the DEA (Drug Enforcement Administration) - Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability - Family History Tracking: Track family medical history to diagnose existing/new conditions and diseases. - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Cardiologists: Intended to be used by cardiologists - For Dermatologists: Software specialized for dermatologists - For Family Medicine: For family practices - For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation - For Obstetrics & Gynecology: For obstetrics and gynecology (OB/GYN) practices - For Orthopedics: Specialized software for Orthopedic practices - For Pain Management: Designed for pain management practices & departments - For Plastic Surgery Practices: For plastic surgery practices - For Primary Care: Designed for primary care doctors/facilities. - For Urgent Care: Designed for urgent care/emergency facilities. - For Urologists: Intended to be used by urologists. - Forms Management: Store, manage and track all forms in a centralized location - Formulary Management: Determine clinically appropriate and cost-effective medications and therapies for patients - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children - Hardware Integration: Hardware components included as part of the software system - Healthcare Compliance: Compliant with healthcare rules and regulations around the world - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Historical Reporting: Information, data and reports that are being tracked over time - ICD-10 Compliance: Manage the intricacies of ICD-10 cataloging and ensure clinic compliance - Image Management: Support for uploading and retaining image files in the cemetery records database - Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes - Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies - Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc. - Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Intake Management: Activities related to the initial admission of a charge into the organization's care - Inventory Management: Track and manage inventory levels to maintain proper supply - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - kiosk: Touch-screen device allowing patients and customers to do self-check-in and pay with credit or debit cards for free - Lab Integration: Receive lab results electronically - Lab Order Management: Submit and track requests for laboratory tests - Lab Results: Laboratory test results - Live Chat: Ability to chat online in real time - Meaningful Use Certified: Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged - Medical Billing: Manage billing and payments for a healthcare provider - Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance - Medical History Records: Records of patients' medical history - Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications - Medication Database: Find and verify prescription medications by color, shape or imprint - Medication History: Access to patient medication history data - Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Monitoring Device Integration: Allows medical providers to integrate with remote devices of many kinds in order to monitor patients. - Multi-Location: Manage and support multiple locations - Multi-Physician: Supports practices with multiple healthcare professionals - Multi-Provider Practice: For practices with multiple providers - No-Show Tracking: Track and monitor patient no-show rates - On Call Scheduling: Track and organize on-call shifts - ONC-ATCB Certified: Certified for healthcare IT products based on the results from ONC-ATL - Online Forms: Create new forms and/or use ready-made online form templates - Online Intake Forms: Online forms for managing client intake - Online Refills: Allows medical providers and/or customers to request previously filled prescriptions online - Onsite Registration: In-person, onsite registration - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Patient Education: Educational and medical resources that are delivered to patients online - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Processing: Accept, record, and reconcile financial transactions - Physician Management: Track and organize physician schedules and pertinent information - Physician Scheduling: Manage physician availability and schedules - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Prescription Cancellation: Enables medical providers and/or patients to electronically cancel prescriptions - Prescription Management: Prescribing, renewing, and keeping a record of the medicines given to an individual or animal - Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions - Pricing Data: Real-time pricing data for products, services, etc. - Progress Notes: Customizable notes that help healthcare professionals document and track patient progress - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - Recurring Appointments: Schedule repeating appointments based on a duration of time - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remittance Advice: Document insurance payer providing an explanation of benefits (EOB). - Remote Treatment Planning: Remotely create and access treatment plans tailored to individual patients based on symptoms - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Check-In/Check-Out: Check-in and out via a mobile device or kiosk - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SMS Messaging: Send messages via SMS - SMS Reminders: Reminders sent via SMS/text message - SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Telemedicine: Meet with patients remotely - Telemedicine Integration: Provide integration with third-party telehealth applications - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress - Two-Way Audio & Video: Presenter can see and hear participants and vice versa - Vaccine Management: Manage vaccine administration from the time the vaccine arrives at the clinic until it is administered - Video Conferencing: Connect with meeting participants remotely over video - Vitals Tracking: Track and measure patient's vitals - Voice Recognition: Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking - Wait List Management: Record, update and manage waiting lists - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (152) 4.1 Based on 152 reviews ## Pricing Value for money 4.4 (142) Free Version [View pricing plan details](https://www.capterra.com/p/120340/ChARM-EHR/pricing/) Encounter Plan $25.00 Usage Based,Per Month It includes: - Meaningful Use Certified - MACRA/MIPS ready - Unlimited Providers - mHealth Apps - BAA - Disaster Recovery - Multi Facility Support - Appointment Scheduling - Inventory Management - Unlimited patient records - Patient Portal - 1000 Provider Plan $200.00 Flat Rate,Per Month It includes: - Document Management (Limited to 100 GB) - Unlimited Patient Records - Priority Customer Support - E-Claim Submission - Realtime Eligibility Check - ERA Download & Payment Posting - Patient Portal - Unlimited - Unlimited Encounters - Unlimited Providers Value for money 4.4 (142) 4.4 Based on 142 reviews ## Integrations [ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/)[ MatrixCare Skilled Nursing Facility](https://www.capterra.com/p/23520/MatrixCare/)[ Peeklogic Salesforce – Jira Connector](https://www.capterra.com/p/214659/Salesforce-and-Jira-Connector/)[ DeepScribe](https://www.capterra.com/p/232206/DeepScribe/) 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. ## Support, customer service and training options Customer Service 3.7 (139) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.7 (139) 3.7 Based on 139 reviews ## User reviews Overall rating 4.2 Based on 153 reviews Filter by rating 5(84) 4(41) 3(12) 2(6) 1(10) Mentioned topic Sorted by most recent NA Nauman A. Credentialing and Billing Specialist Hospital & Health Care ### "Worse EHR when it comes to billing and support" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 19, 2026 \# 1 Star — Extremely Poor Clearinghouse & Enrollment Support I am writing this review from the perspective of a credentialing, ERA/EFT, and payer enrollment specialist with \*\*10+ years of direct experience\*\* assisting healthcare practices with credentialing, clearinghouse enrollments, ERA/EFT setup, electronic claim submission, and revenue-cycle operations. Over the years, I have worked with numerous EHRs, practice-management systems, and clearinghouses—from large enterprise platforms to systems commonly used by behavioral health and psychiatric practices. Unfortunately, after nearly \*\*two years of working with CharmHealth\*\*, their billing enrollment and support process has been one of the most frustrating experiences I have encountered professionally. The primary issue is not simply that an enrollment occasionally gets delayed. Delays can happen with any payer or clearinghouse. The problem has been the \*\*repeated lack of effective follow-through and resolution\*\*. We have experienced situations where enrollment documentation was submitted and then remained unresolved for extended periods—sometimes \*\*three months or longer\*\*. After repeated follow-ups, we have been asked to resubmit documentation or restart portions of the enrollment process. In some cases, by the time the issue was addressed, previously submitted documentation was no longer usable or the process had to begin again. This creates an exhausting cycle: \*\*Submit → wait → follow up → wait again → receive an unclear response → resubmit → follow up again.\*\* For professionals who manage credentialing and revenue-cycle operations, this is not a minor inconvenience. Every unnecessary follow-up consumes administrative hours and increases the cost of managing the practice. More importantly, enrollment problems involving ERA and electronic claim submission can directly interfere with a provider's ability to efficiently bill insurance companies, reconcile payments, and maintain healthy cash flow. What makes this particularly frustrating is that practices continue paying for services while spending substantial additional staff time trying to resolve enrollment issues that should have a clear and organized support process. We have provided requested documentation, followed instructions, responded to requests, and repeatedly attempted to move outstanding enrollments forward. Yet the amount of time our team has spent chasing unresolved issues has become unacceptable. \*\*Billing is the financial backbone of a healthcare practice.\*\* An EHR and clearinghouse relationship should make revenue-cycle operations easier—not create another administrative burden requiring hours of repeated follow-up. Based on my professional experience and our experience working with CharmHealth, I would strongly encourage healthcare providers—particularly behavioral health and psychiatric practice owners—to carefully evaluate other EHR and clearinghouse options before committing their billing operations to this platform. If you are considering CharmHealth, I recommend asking very specific questions before enrolling: \* What is the expected turnaround time for ERA and claim-submission enrollments? \* Who is responsible for monitoring pending enrollments? \* How are stalled or rejected enrollments escalated? \* How quickly will the practice be notified when additional documentation is required? \* What accountability exists when an enrollment remains unresolved for months? After nearly two years of dealing with these issues, I am beyond frustrated with the amount of professional time and resources that have been consumed. If a \*\*negative five-star rating\*\* existed, that would more accurately reflect my experience with CharmHealth's clearinghouse enrollment support. \*\*— Nauman\*\* Credentialing, ERA/EFT & Enrollment Specialist 10+ Years of Healthcare Revenue-Cycle Experience Remote Office Support, LLC \[sensitive content hidden\] Pros EHR itself is okay - Nothing special, feels like any other cookie cutter EHR such as Simple Practice Cons Their Billing Support, ERA, Claim Enrollment and any support is a NEGATIVE 5. They ignore your important emails asking them on actively work on your enrollments so you can get paid for the work you do but no one seem to know how to successfully complete a payer, claim, ERA enrollment without wasiting months of your time and resources. Look somewhere else. There interest is not in providing you any support just have you sign up that's it. They do not value you as a customer/client Switched from [ICANotes](https://www.capterra.com/p/17102/ICANotes/) Was looking to update the software but charm is a disappointment as well Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/) [Info-Tech HRMS](https://www.capterra.com/p/250263/HRMS-All-in-one-Software/) [DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/) Reasons for choosing CharmHealth It promised a lot ( But after two years of usage - it is a disappointment) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dr. Radha S. DR Health, Wellness and Fitness ### "Terrible experience " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 8, 2026 Pros It’s a very basic ehr system. You have to pay for every single add on like electronic lab ordering and prescription ordering and texts. Cons If you ever need customer service, charm is the worst ehr system I have ever had experience with in my life. They took my money and for 3 months for a migration, then proceeded to ignore me and then eventually told me it’s not their problem that the work hasn’t gotten done. They also did not give me a status or any semblance of why the work I paid for hadn’t been done. I switched ehr system and it’s way better. Charm use to be good but they really gone downhill and now also the most expensive for absolutely no reason because the features and customer service are sub par. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Jacob K. Administration Medical Practice ### "User-Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 March 1, 2026 My experience with CharmHealth has been excellent. It has streamlined our workflow and reduced the time spent on administrative tasks. The software is reliable, the pricing is transparent, and the support team is responsive. It’s a powerful tool that grows with your practice. Pros The interface is incredibly intuitive and makes managing patient charts and scheduling seamless. I love that it is a comprehensive, all-in-one cloud-based solution. The patient portal is a huge plus, allowing for easy communication and document sharing, which has significantly improved our practice's efficiency and patient engagement. Cons The platform is so feature-rich that it can feel a bit overwhelming at the very beginning. While the customization options are a strength, they do require some initial time to set up exactly how you want them. However, once the initial configuration is done, it runs very smoothly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YP Yatra P. Student Nurse RPN Hospital & Health Care ### "CharmHealth - One stop for all your medical needs. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 26, 2025 Overall, i think CHarmHealth is very easy and cost-effective to use in small to medium clinics. It is easily accessible for both healthcare practitioner and the patient while managing their privacy and security. CharmHealth might lag few times during rush times and the customer service can take long to respond back. However, i personally love using CharmHealth and i have recommended it to my known doctors, RNs and RPNs. Pros CharmHealth is easy to use for small to medium clinics. It has very simple layouts which are easy to learn and understand. It is reliable when it comer to privacy as all the information is stored safely. As a student nurse i believe that patient privacy is very crucial and should be always maintained. Patient management through health history, reports, notes, summary, prescriptions are easy to add and update in CharmHealth. Patient portal is also very simple which helps them to access their own record easily. Staff can make, cancel and move appointments easily with just few clicks. While patient can also book their appointments online which helps to manage time. Cons However, system slowdown is a problem that i have faced a few times. When i try to load big files and charts the system starts lagging which is quite frustrating. This problem can cause problem in big clinics when there is a rush time. Customer support help also can be better. As the support system takes a long time to reply sometimes. Moreover, CharmHealth is cheap but if the clinic requires more feature to enhance the platform it can become costly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tracy S. Family Nurse Practitioner Health, Wellness and Fitness ### "WARNING- ineffective computed engineering support if an issue arises! " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 November 3, 2025 Used Charm x 8 years- overall ok unless support is needed for an issue. Support w/ answering the phone and talking to an agent is offered but they often cant fix the issue, need an engineer, and this is where the breakdown occurs. Past 3 months controlled eRX issue on back end. Charm not fixing effectively. I would not recommend this. I would chose a different platform if I was starting over. I will update this if they correct the issue and provide fair response/compensation to the 3 months of disrupted service and hours of time I have spent reaching out for support. Pros Charged per note rather than monthly. Able to customize the appointment note, store documents to send to patients. Cons Electronic controlled substance prescribing did not renew properly. Support completely ineffective. I have spend the past 3 months calling, emailing, chatting w/ AI- hours of communication to get this resolved. Mistake after mistake from Charm's engineers resulted in over 3 months of severe disruption to my practice. Ignoring requests, not emailing or calling back when I was told they would and still no appropriate response to the 3 months of disrupted service. No accountability, responsibility. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reasons for choosing CharmHealth cheaper and seemed effective for my needs Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LD Laura D. Nurse Practitioner Health, Wellness and Fitness ### "Charm EHR is an excellent choice " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 30, 2025 Very positive overall. Since I first started using years ago, they continue to make positive improvements. Pros All the integrations within the EHR that are available to help streamline workflow. Ease of use and setup. Cons It seems that patients cannot view their whole patient summary, only part of it. If patient is uploading documents, should be able to do without hitting ok to share. Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/) [Healthie](https://www.capterra.com/p/167439/Healthie/) Reasons for choosing CharmHealth Functions, price, eprescribing, efaxing, HIPPA compliant Zoom, payment processor integration, able to get setup quickly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SO Sarah O. Naturopathic Physician Health, Wellness and Fitness ### "Solid Option for Integrative Offices" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 27, 2025 Easy setup and customization, intuitive charting. I like that it is customizable for integrative medicine. Pros Easy to use and customize, love the integration with FullScript. In theory, I also love the integration with Quest labs. Cons Having trouble with Quest integration that no one can help me troubleshoot, the telemed provider is expensive and not reliable (connection is never stable). Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) FullScript integration was a plus for me Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DA Dr Aaron B. Owner and Doctor Alternative Medicine ### "Used to be better!" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 9, 2025 Liked the idea of a fully integrated EHR and scheduling and payment system. But the tech issues and lack of support recently and overpriced payment processing platform is adding up to more hassle than value at this time. Pros I used to like the product a lot more than recently. Liked the online scheduling until they had issues with their capcha constantly causing problems for patients attempting to book so they now call the office which is exactly opposite of what we want out of online scheduling. Cons Customer support is terrible. Based out of India and takes more than 3 days to get help. Then the responses are mildly helpful at best and do nothing to actively fix your issues. Even when speaking with a supervisor about my login issues recently they showed zero concern about how it affected my practice and didn't seem to want me as a client at all. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 13, 2025 Thank you for your honest feedback — we’re truly sorry to hear about the difficulties you've been facing. The issues you mentioned with the online scheduling, support delays, and login problems are concerning and not reflective of the experience we aim to provide. Our leadership team, including Venky Chellappa, has seen your review and would like the opportunity to speak with you directly to better understand and address your concerns. If you're open to a conversation, please reach out to us at support@charmhealth.com and mention this review — we’ll ensure it’s routed appropriately and followed up on promptly. We appreciate your past support and hope we can work to restore your confidence in CharmHealth. Warm regards, Ranjani Rangan CharmHealth Marketing AW Ashley W. Nurse Practioner Alternative Medicine ### "Pay more for a better EMR" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 24, 2025 Horrible customer service and they nickel and dime you for every service they offer. No flat rate for messages so you can spend a fortune on reminders. Pros price is great compared to other EMRs but you get what you pay for.. Cons Customer service is practically non existent. IF you need them and call they 10/10 times can't help and will tell you to email support which takes 24-48 hrs for a response. I have been locked out without access and noone could fix for several days. Alternatives considered [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reasons for choosing CharmHealth price was the deciding factor, but their lack of capable customer service is non existent.. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 31, 2025 Hi Ashley, We appreciate you taking the time to share your experience. We understand how important reliable customer support is, and we’re actively revamping our system to ensure faster and more effective assistance. CharmHealth is designed to be a cost-effective, robust EMR, and we strive to keep pricing transparent while offering valuable features. That said, we’re always looking for ways to improve, and feedback like yours helps us refine our approach. If there are specific concerns you’d like to discuss, we’d be happy to connect and explore how we can better support your needs. Thanks again for your insights! Best, Ranjani Rangan - Partner and Customer Communcations SC Sierra C. SLP Hospital & Health Care ### "Not for SLPs" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 1/10 March 21, 2025 Really could not wait to get a better software for SLPs. Pros Fully customizable templates for evaluations and therapy. It does have a ton of analytics which was nice. Cons Not streamlined at all as far as client flow goes, not created for therapists, the documents had odd subsections that you could not change. All of the options in settings for the EMR were heavily MD/PCP focused, not SLP. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 31, 2025 Hi Sierra, Thank you for taking the time to share your thoughts! We really appreciate your compliments on the customizable templates and analytics—our goal is to provide powerful tools that support clinicians in their work. We understand that a seamless client flow and SLP-focused features are important. While our EMR settings currently cater to a broad range of providers, we’re always looking for ways to improve and better serve specialists like SLPs. If there are specific features or adjustments that would enhance your experience, we’d be happy to hear more! Thanks again for your feedback—we truly value it! Best, Ranjani Rangan - Customer and Partner Communications [View all Reviews](https://www.capterra.com/p/120340/ChARM-EHR/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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