--- title: "CharmHealth Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CharmHealth the right Chiropractic solution for you? Explore 153 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 (153) 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 September 14th, 2026 # Reviews of CharmHealth Ease of use 4.3 Customer Service 3.7 ## 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 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 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 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 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 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 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 153 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 PN Patricia N. NP-Provider Health, Wellness and Fitness Used the software for: 2+ years ### "Great system, cost efficient, high value " January 23, 2025 5.0 I have used for the past 3 years and absolutely love it. They are always upgrading to include and offer more features on both provider and patient side. Great system integration as well. Pros user friendly and multiple features with transparent pricing. They are always upgrading to include and offer more features on both provider and patient side. Great system integration as well. Easy setup and plenty of how to videos available on YouTube. Cons Support could be a tad friendlier and engaging Alternatives considered [Athena](https://www.capterra.com/p/240673/Athena/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing CharmHealth Cost friendly for every level from start up to expansion of practice, efficient and built in customization Review Source MD Molly D. Provider and sole proprietor Hospital & Health Care Used the software for: Less than 6 months ### "Good program, bad support" January 3, 2025 3.0 Frustrating. The tutorials are useless and don't actually help you get up and going. I'm extremely grateful I have another source of income, or I'd be destitute after how many months I've had to go without reimbursement. Pros As far as EMRs go, as a solo provider this is a good option. It's affordable and fairly easy to get up and going. It's pretty bare bones, but I've liked it FAR more than Simple Practice, which I found to be so clunky I've switched to Charm. Cons The customer service!! You can only contact support via email, and it takes at least a week for any reply. They are NEVER proactive and if you don't know to ask every single minute detail in advance, it won't get done. It's been infuriating and after four months seeing patients, I still haven't been able to bill insurance, all because of Charm!! It has been AGONIZING every step of the way. Alternatives considered [Athena](https://www.capterra.com/p/240673/Athena/) Reason for choosing CharmHealth Price, ability to implement on a small scale Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Simple practice was a terrible platform for prescribers, more appropriate for therapists only. Review Source 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 [AdvancedEHR](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! ES Elizabeth S. MD Medical Practice Used the software for: 1-2 years ### "Needs more updates for customization that makes sense" July 9, 2020 3.0 I like that telemedicine platform, that is easy to use, and the fullscripts it easy. That's the only thing that really makes it stand out from other EMRs. Pros Fullscripts integration, telemedicine, PMP integration. Cons There is no orders tab, no diagnostic testing tab. Everything that is a task, can be completed, but not deferred or deleted if not performed. There is no integration of software for diagnostic testing like EKG, Spirometry, or Holter Monitors. The process of customization is not very easy. When a lab order is connected with an encounter it can't be modified through the lab tab (makes NO sense). Billing needs to be updated, it's completely an obsolete system that is being used. More providers would use this if you would fix, incorporate, include these MAJOR items. Alternatives considered [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing CharmHealth cost, telemedicine, fullscripts Review Source Response from MedicalMine September 22, 2020 Dear Dr. Seymour, Thank you for your review! We are happy you are enjoying some of Charm's features such as telemedicine and Fullscript Integration. Regarding some of the other features you are requesting, we're sorry to hear you were less than satisfied with Charm. We value our customers' opinions and would like to thank you for bringing this to our attention. We will reach out soon and you should get an email from me to determine how we can provide a solution that makes things right. Yours sincerely, Ranjani from Charm Health 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 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 AA Asma A. Medical Director Medical Practice Used the software for: 1-2 years ### "Great EMR for small clinics" May 9, 2024 4.0 As a small practice, CharmHealth has been pivotal in our success as setting it up was fast and easy. Customer service is prompt and has solved my problem 100% of the time. They don't rip off or make you pay for unnecessary bells and whistles. Pros CharmHealth was very easy to set up and get started in terms of cost and customization. You can change things as you go and add on features the need arises. You don't need to pay for things you don't need. Customer service is easy to reach and responsive. Calendar and payment are built in, so you don't need different contracts/payments or programs to set up with and interface. Cons I wish the note was more customizable and labs autopopulated. I would love to use dot phrases because they are much faster than setting up then clicking through to get the right template. I wish I could design tables/flowsheets (ie to compare DXA over the years) that I could pull into the note. Reason for choosing CharmHealth It was the cheapest and offered the most customizable EMR. Review Source LL Lisa L. Chief Administrative Officer Health, Wellness and Fitness Used the software for: 2+ years ### "Best EHR I've used" October 20, 2021 5.0 ChARM has been a great experience, with integrated billing, inventory, practice management, and patient scheduling. Pros I've used several EHR and PM systems in the past and wasn't impressed until I tried Charm. It has all of the features that we need integrated into one very intuitive system. Cons There are some bugs when new features are released, but they are quickly remedied. Reason for choosing CharmHealth ChARM integrates all of the features that we use, and they are open to new ideas and feedback. They also are quick to update and integrate new features. Review Source CR Christina R. Owner Health, Wellness and Fitness Used the software for: 2+ years ### "Affordable option " August 30, 2023 4.0 Pros This is the most affordable option out there and really provides you the option to grow. If you are a new practice and don't need a lot of bells and whistles, then this is a great option. Fancier features cost more. Cons My main gripe was with the online booking. There was no way to customize menus or offer links for one service so the patient is presented with every service available for online booking in alphabetical order. No way to change the order unless you get creative with naming of services. There is also only one option for integrated payment processing which was not good for me, especially since that company took 6 months to respond to me about opening an account. Reason for choosing CharmHealth Cost. Review Source JA June A. Nurse Practitioner Medical Practice Used the software for: 6-12 months ### "Big issue with billing, very difficulty to get responds from the company." April 1, 2021 1.0 EHR was OK. Billing related is nightmare. Poor responds from certain people from company! Pros It looks clean, modern looking, more user friendly than my previous one. Cons Billing and customer service is a nightmare. I started using Charm Billing back to October 2020. I got a zoom training for about an hour or two, during the training, there was one or two insurance was put into the system. After that, I was told to do it myself. However, I could not login for a long time. Finally, I had to set up another login in order to get into the right place. Until March 2021, I finally was told that the first ERA from the first enrolled insurance company would sync data with CharmEHR. It has been 5 months for one thing to work. Even today, April 1, 2021, I still not get ERA for every insurance enrolled. I has been contacting optum and Charm for discount for the time that billing not totally function. So far, Optum told me it is Charm's issue, and Charm just not respond to this request at all!! When I contacted customer service for anyone who can handle this case, the only thing I got was "sorry", and then no more after, the chat was terminated. Not accurate patient's due and reports No emergency help! For customer service, yes, you can email or chat with someone. For email, sometimes take a day or two to get a reply, sometimes take several days to get a reply, not reliable. One day, I found that it took forever to open Charm website on Chrome, but my assistant who use Safari seemed OK. So I switched to Safari for a couple of days. Speed was OK after switch, however, when I edit patient's info, when update phone number, not working. So I switched back Switched from [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Lost encounter note randomly. Review Source JS Jonathon S. CEO Health, Wellness and Fitness Used the software for: 1-2 years ### "Cost-effective full-featured EHR" December 11, 2021 4.0 Pros For the price of the product, you receive a lot of features that are missing or outdated in other EHRs. The RCM team also can do a great job handling your claims. Cons Some of the features require you to exit your current window to add or find information and then return to the current window. This breaks the smooth workflow and adds some time to completing some of the encounters. Review Source HS Hanna S. Naturopathic doctor Health, Wellness and Fitness Used the software for: 2+ years ### "Excellent updated product" September 14, 2022 5.0 Excellent! Have been using it since 2016, and still in awe with how innovative they are when they upgrade aspects of the software. Pros It's far easier and more comprehensive to navigate than it's competitor products. The customer service and response time is superb (within minutes of hopping on to the chat on Charmehr.com with customer service). Links automatically with Fullscript and Wellevate. Excellent for Naturopathic, Integrative doctors, and acupuncturist style practices. Features can always be simplified optionally. Cons I wish I could take CC payments and info for the cancellation's and for appointment confirmation automatically. Review Source SP Stephanie P. Nurse Practitioner/Owner Medical Practice Used the software for: 1-2 years ### "Highly Recommend CharmHealth" September 29, 2022 5.0 Overall I am happy with the east of use and price to use this EHR system. Pros As a small business owner and medical provider I was able to set up and implement the use of Charm all by myself. I love the ease of building my own charting documentation, forms, questionnaires, consents, etc. I also appreciate that there are documents and forms already uploaded that I can use and adapt to my needs as well. Cons Getting it to connect to my website has not been possible. Reason for choosing CharmHealth I was able to start out for free and then add in as I needed when my clinic numbers grew. I really appreciate this as a new clinic start up. Review Source SW Shawn W. Dir of Operations Hospital & Health Care Used the software for: 1-2 years ### "Strong EHR (Charting) with Superior Patient Engagement Features" October 9, 2020 5.0 Pros The software is remarkably intuitive. Very easy to navigate from patient setup, scheduler, charting and billing. Charting can be easily customized to your own needs which you can do yourself easily without assistance from "tech support". What really stands out with this EHR compared to others are the patient engagement features. The Patient Portal enables easy document sharing including questionnaires, capturing signoffs, requesting appointments, email/text reminders, chatting/texting directly with the provider, etc. They also have several different Apps for mobile devices, so it's easy to access and document (chart/bill/schedule). This is a great platform for any provider, but if your specialty/business is looking for a more direct engagement and connection with your patients, and not necessarily tied to an office location/network, Charm can provide these capabilities all in one fully integrated platform. Cons Only limitation I've noticed is related to case management and the ability to tie several encounters/visits and related documentation under one case. I believe this is a planned improvement. Technical support can be challenging to get on the phone. 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 Verified Reviewer Optometrist Health, Wellness and Fitness Used the software for: Less than 6 months ### "Tricky to setup but once it's going it's great. " March 27, 2023 5.0 I was using a different eRx company who suddenly hiked their fees by a huge amount. Charm is free for the first 50 erx's per month, and I don't expect to do more than that. Pros Very easy to use, autofills most fields, easy to search on pharmacies and enter patient demographics. Cons Was very tricky to set up, had to verify my credentials using my credit agency report, and ran into a few glitches with the Charm software which had to be fixed by tech support who is very slow to get back to me as in about a week between emails. So it took about a month to get it up and running. Review Source AL Anton L. Acupuncturist Medical Practice Used the software for: 2+ years ### "Easy to use" January 31, 2022 4.0 Pros The design of the intake access makes thing so easy. Cons Tutorial lesson should be improved. It's hard to find the configuration sometimes. Review Source Marie Eulie T. Virtual Medical Assistant Hospital & Health Care Used the software for: Less than 6 months ### "User Friendly Patient scheduling system" January 12, 2023 5.0 Very satisfied and I'm thinking of using this one as long as i want Pros It's very convenient and easy to use. What I like about is it HIPAA Certified. We want to make sure that everything is safe and secure within our system. Cons Pretty much, nothing. I love everythign about it. 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.