--- title: "CharmHealth Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CharmHealth the right Chiropractic solution for you? Explore 152 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/120340/ChARM-EHR/reviews/" page_type: "reviews" language: "en" --- CharmHealth 4.2 (152) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 4th, 2026 # Reviews of CharmHealth Ease of use 4.3 Customer Service 3.8 ## Pros and Cons in Reviews DH Daniel H PMHNPHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: Less than 6 months. “I like the appointment reminders feature and the integration ease for websites to enable self-booking for patients.“ October 30, 2024 DB Dr Aaron B Owner and DoctorAlternative Medicine, Self-employedUsed the software for: More than 2 years. “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.“ May 9, 2025 JK Jacob K AdministrationMedical Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “The software is reliable, the pricing is transparent, and the support team is responsive.“ March 1, 2026 MF Matilda F Office ManagerHospital & Health Care, 2 - 10 employeesUsed the software for: Less than 6 months. “Charm occasionally has small bugs, and the specific team assigned to resolve can sometimes take a while to respond to the inquiry. If their investigation doesn't find any issue, there isn't much follow up-- I wish that they would schedule a virtual screenshare to see the issue happen in real time and help resolve user issue.“ October 22, 2024 YP Yatra P Student Nurse RPNHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “It is easily accessible for both healthcare practitioner and the patient while managing their privacy and security.“ November 26, 2025 YP Yatra P Student Nurse RPNHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “CharmHealth might lag few times during rush times and the customer service can take long to respond back.“ November 26, 2025 Becky A Physician, OwnerHealth, Wellness and Fitness, Self-employedUsed the software for: More than 2 years. “If they had good customer support, some way to talk to humans in-real-time, and to escalate to support team members that actually understand the platform, it would be nearly perfect.“ January 8, 2025 Dr. Radha S DRHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “If you ever need customer service, charm is the worst ehr system I have ever had experience with in my life.“ July 8, 2026 ## Showing most helpful reviews Showing 1-25 of 152 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Julio A. Manager Medical Devices Used the software for: Less than 6 months ### "Charm for DME Billing " August 24, 2023 5.0 Overall experience Pros The best use of Charm for us was having all our patient data in one location that was easily accessible, and well laid out. Ease of use was important in the decision to use Charm. Charm was easy to implement and setup. It is highly customizable and their support is great. It has almost all the features we need to run the practice. Cons There is no option for refilling orders for patients. We have to go in and create new encounters each time Reason for choosing CharmHealth Charm gave us the option to use Optum 360 for claim submission. It gave us more access to payers. Review Source KK Kelsey K. President , Naturopathic Physician Health, Wellness and Fitness Used the software for: 2+ years ### "Charm is the BEST" August 24, 2024 5.0 Great! The clinic workflows enhance patient care and efficiency in the office. Pros Charm is easy to use. The EHR supports clinic work flow. Cons We needed to customize reports and charm team was helpful Switched from [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Charm is better! Other systems are very complicated and interrupt patient care. Review Source SC Sierra C. SLP Hospital & Health Care Used the software for: 1-2 years ### "Not for SLPs" March 21, 2025 2.0 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 Response from MedicalMine 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 CR Christi R. COO Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great value for the price" September 8, 2022 5.0 Our practice partners want to practice medicine. They don't want to spend all their time on the computer. As a Telehealth focused practice we want the systems to ease our note taking burden and this EMR does that nicely. Pros CharmHealth has been a great find for our practice. The setup time was next to nothing and the ease at which our providers were able to learn the software was surprising. Cons The scheduling portion of the software is the one area I think the product owners at CharmHealth could really improve. The limitations are not insurmountable, but compared to the rest of the product, this area could use some updating. It isn't easy to set up block time and if you want the patients to be able to schedule the times at which the patients can see on the web are not customizable to the practice leaving very little options for the practice. I think this is the biggest opportunity Charm has for improvements. The other improvement suggestion comes in the way of being Telehealth focused. There are several areas in the product that still focus heavily on having an office (like uploading insurance cards), however, if we aren't in the office that becomes a challenge, Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing CharmHealth Functionality options, pricing, ease at entry, SaaS options Review Source OP Oluwole P. Medical Director Hospital & Health Care Used the software for: 1-2 years ### "Very customizable" March 25, 2024 5.0 Really good experience. Other than occasional slow response time of technical team, I am pleased. Pros Intuitiveness. Easy to use. Customizable templates, macros, user roles. Integrated instant messaging for staff, text messaging for patients, fax, referral management. Ability to customize automation of the RCM. Cons Onboarding is brief and not very detailed. However, the intuitiveness sort of compensates. Also, time to response when you reach out for technical support can vary. Sometimes immediately, at other times can take up to a week. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing CharmHealth Better handling of the revenue cycle management Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) Tebra (Kareo) was not flexible enough and did not have robust patient and staff communication ability Review Source MS Matthew S. Physician Health, Wellness and Fitness Used the software for: 2+ years ### "User Friendly Effective EMR" November 6, 2020 5.0 An effective EHR for us as compared to other software packages that is easy to use and cost effective for a smaller practice. Many enhancements have been made over the past 2 years which has made it even more attractive to use. Pros We changed to CharmHealth about 2 years ago after using PracticeFusion which did not have the flexibility we needed to add information. This software is easily customizable and has a vast library of templates for pre completed notes. It was easy to customize and had all the features we needed. Calendar is very user friendly and integrates well with the EHR. Can easily print out hard copies of anything we need and especially immunization records which are frequently requested by patients. Cons Although it hasn't been an issue for us, for a very large practice the cost could get rather high as compared to other EHR platforms. Since I have a relatively small practice, the cost is not an issue. There have been problems with sending eprescriptions - The software can not locate the particular medication and you must know the generic as well as the trade name on occasion to get it through. There have been issues with locating pharmacies at times although, I must say, customer support has been helpful and has tried to rectify these issues as they come up. Minor problem exists with entering patient email addresses. Software sometimes flags as invalid email address with anything that ends in \*.com. You need to enter the email address as ".net then got back and re-enter the correct email address. Customer service has yet to fix this problem. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Was no longer free - software had limited flexibility. Review Source SF Suzanna F. Psychiatrist Health, Wellness and Fitness Used the software for: 2+ years ### "Charm is agile and cost-effective" September 28, 2022 5.0 I have used Charm for almost three years now for my private practice and it is cost-effective and so powerful and customizable. Pros Charm can be customized and personalized. There is a steep learning curve, and it is worth learning and making your own. I bill, send invoices, schedule, use the website scheduling widget, chart, communicate through the secure portal. The support team is constantly innovating and improving the product. Cons I loved the Zoom integration when it was impossible to get HIPAA compliant Zoom for less than $200/month. Now, it is no longer as cost effective. Support sometimes takes up to a week to respond to an email, though I have had good results with chatting with support through the website. Like all programs with legacy code, some of the templates that I have used for years get a little buggy. I wish the patient portal was mobile-friendly; it works best on tablets and desktops. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing CharmHealth Luminello promised group functionality for years, but I think they still don't have it. The booing page for Luminello was buggy and not working when I was looking for a new EMR, so I did not commit to it. Review Source VR Verified Reviewer Owner Medical Practice Used the software for: 1-2 years ### "Great for small cash practices, not so great for busier practices" November 11, 2020 3.0 It is OK for clinics just starting out. Once you get beyond 2 patients an hour, it takes too long to chart and bill appropriately. Pros Great small all-around software that provides everything a small company needs. You can see a patient's financials from right within the chart, which is excellent. As well as their prior appointments. You can copy over phrases or entire notes from prior as well. e-scripts are easy, but do lack notifications. Scheduling is good. And, patient is able to book their appointments from your website. Cons Charting can be combersome. Our main issue is that the billing isn't robust enough. You have to use their system and their billers to get any benefit out of it. Alternatives considered [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing CharmHealth The look and feel, ease of use was great. Customer service is terrible. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) Jane didn't have insurance integration. Review Source Response from MedicalMine November 17, 2020 Dear Anonymous Reviewer- Thank you for your review. We would actually love to work with you on the issues you are having! Are you taking advantage of all the billing features? We also have billing support in case you'd like to bill on your own. If you email me at info@charmhealth.com with the Subject: Attn:Billing Help Needed-- I can help nail down the problem and suggest an appropriate solution for you. Thank you and hope to hear from you soon! SO Sarah O. Naturopathic Physician Health, Wellness and Fitness Used the software for: 1-2 years ### "Solid Option for Integrative Offices" May 27, 2025 4.0 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 MF Matilda F. Office Manager Hospital & Health Care Used the software for: Less than 6 months ### "An Excellent EMR System" October 22, 2024 5.0 Pros Charm is a user friendly, patient friendly, online EMR system. It has many different features that help to automate many tedious tasks and help take the burden off of smaller clinics/teams. We've had an excellent experience with claims and reimbursement working with their billers, RCM. Cons Charm occasionally has small bugs, and the specific team assigned to resolve can sometimes take a while to respond to the inquiry. If their investigation doesn't find any issue, there isn't much follow up-- I wish that they would schedule a virtual screenshare to see the issue happen in real time and help resolve user issue. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/) Review Source DH Daniel H. PMHNP Health, Wellness and Fitness Used the software for: Less than 6 months ### "Good product" October 30, 2024 4.0 Good, overall. Support team were good and the platform is pretty easy to use. Pros I like the appointment reminders feature and the integration ease for websites to enable self-booking for patients. Cons No ability to line graph GAD-7 or PHQ-9, which is obnoxious. Review Source DG Dawna G. Biller Mental Health Care Used the software for: 2+ years ### "Best in Class" August 24, 2024 5.0 I really like Charm Health. I feel like I’m becoming a pro for the office management side and for billing. Pros How easy I can get billing done for the practice. Cons I can’t get timely answers from support. When I do get an answer, it doesn’t help. Review Source cN candace N. Office Manager Medical Practice Used the software for: 2+ years ### "Sears Family Pediatrics" May 7, 2024 5.0 I have been very pleased. The system has never been down. I always have access to reports and up to date billing records. The patients find the system easy to navigate and rarely do we have a patient complain they can't figure out how to get in the system. Pros The easy navigation of the entire system. Cons Sometimes I wish we could pick up the phone and call our billers. As they are outsourced to India we wait 24-48 hours for a response. Review Source NJ Nikita J. Midwife Apprentice, OB Tech, Doula Alternative Medicine Used the software for: Less than 6 months ### "Do not sign up. Take money " May 20, 2024 3.0 I signed up for a subscription with Charm EHR under Kenyetta Midwifery for $25. The original amount was taken from the account immediately at sign up. Several months go by and I notice a $245 charge has been deducted from my account. I immediately filed a dispute with my bank because I did not OPT for an automatic subscription for $245 nor did they have permission to deduct that amount. When they found out about the dispute, they tried to bully me and asked me to cancel the dispute amid their deceitful tactic to take money from me without prior knowledge or indication that they would be taking the money. I stood my ground and told them I would not be cancelling the dispute for the reasons above and I made them aware that I’ve seen several reviews on platforms where other businesses have experienced the same thing. My bank ruled in my favor and I never heard from them again. A few days later I called someone over the phone and cancelled the subscription. I was told because I filed the dispute the account would automatically be canceled and did not need any further action. As of \[sensitive content hidden\] , they repeat the same offense. They took $175 from my account after I canceled the account months ago in November 2023 and I have not used the service since. I sent an email requesting a refund and was told I did not cancel the account. I told them to pull an audit trail of the account to prove that I have not logged in and/or used the service. I would like a refund in the amount of $175 and to stop charging my card for a service I cancelled and do not use. Pros The options to customize it to your liking is flexible. Cons Untrustworthy with taking money from you account. Review Source Response from MedicalMine May 22, 2024 Hi Nikita, We sincerely apologize for the inconvenience you experienced. We are currently looking into your case and will ensure it is resolved promptly. We will update you shortly regarding the refund and confirmation of your account cancellation. Thank you for your patience. SA Sandra A. Office Manager Hospital & Health Care Used the software for: 6-12 months ### "Impressive and sustainable " August 23, 2024 4.0 Pros Access to analytics and metrics promotes realtime awareness Cons Print size is too small where the catogorized menus are Review Source VR Verified Reviewer Medical Doctor Hospital & Health Care Used the software for: Less than 6 months ### "Get ready for problems" September 6, 2023 1.0 They made me hate them. Pros price and the fact you can add what you need and not pay for what you don't need. Cons terrible directions and nice support, but ineffective. Reason for choosing CharmHealth price Review Source AB Avanti B. PMHNP Mental Health Care Used the software for: 6-12 months ### "Charm review" June 14, 2023 5.0 Pros automation! Cons paying extra for different features and every little thing Alternatives considered [ICANotes](https://www.capterra.com/p/17102/ICANotes/) Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) no automation Review Source MW Mignon W. Pysician Health, Wellness and Fitness Used the software for: 6-12 months ### "Customizable, Affordable, but Customer Service may take DAYS!" December 1, 2021 5.0 Outside of issues with electronic prescribing and customer support- which are SIGNIFICANT!, the EHR is otherwise almost perfect for my clinic. I am hoping they can figure our a more robust customer service, or better train their frontline employees to really make this a 5 star EHR. Pros Easy to use and get started. Customizable templates and a library of emails, consents, visit templates, etc are available to use from day one. Cons Customer service by phone is not available 24/7 as advertised. The support by phone is not knowledgeable to help on most issues, and frequently I have to figure the issue out myself. There can be a 2-3 day delay waiting to have your issue resolved from India. For some issues that's okay, but several times not my electronic prescribing has been offline for more than 2 days with patients suffering tremendously as a result, especially when it comes to pain management- even with my cancer patients. No rush or expedited service. Definitely almost kills the deal for me. This aspect in particular creates major ripples and has probably cost me 3 patients (roughly $6000 in income plus whatever bad reviews I get based on not being able to help them in a timely fashion). I have used 2 other prime time EHRs and never experienced such unacceptable support delays. Review Source VR Verified Reviewer Five Element Acupuncturist Medical Practice Used the software for: 2+ years ### "For a small medical practice it's a good investement" January 18, 2019 5.0 Having the billing and collections reports intergated to the EHR makes a huge positive differnece, and the price is very reasonable to services rendered. Pros I like being able to see waht colleagues are doing with my patinets, and also like the intergrated billing and messaging support. having everythign on one place makes patinet care easier. I also enjoy being able to see patient messages and appointment requests via my cell phone app Cons I can't pull up a patient chart on my cell phone app, which makes answering specific questions ont he go difficult. Charm also lacks larger intergration of hospital visits-- we ahve to have other doctors fax results/ notes and enter them manually which can be a bit of a pain and hinderance to patinet care Review Source AA Amber A. Physician Hospital & Health Care Used the software for: Less than 6 months ### "Psychiatry solo practice " September 10, 2022 5.0 Overall I love the software. It’s inexpensive and works better than something I used that was significantly more expensive. My patients love it and it’s easy to use from a computer, tablet, or phone. Pros The patient facing side of the software is so easy to use. My patients love it. I switched from another software and I’ve only had positive feedback. The portal, payment, and schedule are all very easy to use. Cons Charting is not as cohesive as I would like. Importing lab results, sorting the notes, and changing some of the format are a hassle. Review Source SF Stephanie F. Office manager Alternative Medicine Used the software for: 2+ years ### "Ease of use and comprehensiveness" December 15, 2019 5.0 Overall I am very pleased with charm. It is ease to use, offers lots of reports and analytics, and everything is contained. Pros I love that everything (records, charting, scheduling, communication within office and with patients, billing, supplement inventory) is all contained within charm. Cons Inactive patients are treated no differently from active patients. Once inactivated, a patient shouldn't be able to have an invoice or encounter created. Inability to relabel or change dates. Searching is also a challenge. If there were a way to have a search bar that searched the entire patient chart (messages, tasks and comments, quick notes, encounters, labs, documents), that would be extremely helpful. Reason for choosing CharmHealth Functionality, comprehensiveness, ease of use for doctors, and the extensive customizability. Review Source LA LeAnne A. Patient service representative Hospital & Health Care Used the software for: 2+ years ### "Great EMR program " March 28, 2024 5.0 Pros The sticky notes and patient engagement help alot Cons Online appointment scheduling I know tries to make it easy but sometimes we are still calling and rescheduling due to conflicts Review Source VR Vanessa R. Doctor Alternative Medicine Used the software for: 2+ years ### "Easy to use platform that streamlines operations" September 7, 2022 5.0 Easy to use, streamlined integrations and patient portal is great. Good price for subscription. Pros Cheap and easy to use! Its very intuitive programming Cons I cant think of anything. Customer support has been easy to access so what I cant figure out they are very helpful. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing CharmHealth Easier and better look Review Source JW Janmetra W. practice manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Great for beginning and midlevel practice" September 29, 2022 5.0 I have enjoyed the service so far- I am 3 months into using Pros I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices. I like the easy of locating a patient, and being able to add alerts and notes to charts Cons I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices who do not need a robust system. The reporting system is not the best. It is hard to look at your data and it doesn't integrate well with a lot of other operating systems Review Source VB Vanita B. Psychiatrist Medical Practice Used the software for: Less than 6 months ### "I love CharmHealth " September 12, 2022 5.0 Wonderful! Pros Ease with which to onboard and great customer service! Cons Would love to see integration with Spruce for phone and texting. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.