# CharmHealth Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CharmHealth the right Chiropractic solution for you? Explore 151 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/120340/ChARM-EHR/reviews --- CharmHealth 4.2 (151) 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 April 2nd, 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 SC Sierra C SLPHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “Not streamlined at all as far as client flow goes, not created for therapists, the documents had odd subsections that you could not change.“ March 21, 2025 ## Showing most helpful reviews Showing 1-25 of 151 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 GJ Grant J. Operations Coordinator Hospital & Health Care Used the software for: 1-2 years ### "Charm Review" August 23, 2024 3.0 Overall the experience was all right. I have used better emr systems, but I have also used worse ones. Pros I liked the calendar. It made finding patients and daily appointments easy. I also enjoyed that you could filter it by location or provider to get the most use out of it. Cons I disliked that it did not integrate easily with some of the products that we used and we had to upload somethings by hand. Review Source AS Amelia S. Psych ARNP Hospital & Health Care Used the software for: I used a free trial ### "Charm is great! " August 24, 2024 5.0 Pros Free, good support, relatively user friendly, customizable Cons There is nothing specific I like least about CharmHealth Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/) Reason for choosing CharmHealth Recommended by numerous other psych providers, PCP I work with uses Charm 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 SS Shaquita S. CEO Mental Health Care Used the software for: 6-12 months ### "Terrible customer service " August 7, 2024 1.0 I regret signing up. I signed up in February of 2024 and do not have all features activated that they have charged me for. They also charge a fee for PDMP and its free to access in my state. They also charge to send text reminders. Pros It is easy for my collaborating MD to sign my charts. Ability to have multiple locations. Cons The customer service sucks! It takes them forever to address tickets. The erx and EPCS set up has taken more than 4 months for me. I trialed another EHR and I was set to go in a week. They seem pretty nonchalant about ehr issues. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Unable to order lab and e-rx feature too expensive 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 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 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 JL Jennifer L. Physician Medical Practice Used the software for: 1-2 years ### "The worst EHR for a medical doctor" July 24, 2023 1.0 This is the WORST EHR ever. Totally inefficient. Wastes hours of time day in and day out. Absolutely horrible help. They never call back or fix the issue. They might fix 1/5 issues after 10 days. DO NOT GET THIS EHR!!! I would change if I were not in an office of naturopaths who have used it before I joined this office. Pros Nothing good compares to the bad. This program is the WORST Cons This is the worse EHR I have ever used. It is clunky. It wastes so much time. it does not alphabetize drop-down lists. It accesses a database for ICD10 Codes that is completely unusable and a total waste of time. It has completely lost medical records that it should be saving after 1 hour of work. The customer service is TERRIBLE. They will not fix your program. You are asked to write them with your issue but the issues are NEVER fixed, nor does anyone ever call you back. It lists diagnosis codes that are incorrect and therefore put you at medical legal risk. And they charge you every time you ask a question or make a record to try something out during programming. Review Source NB Nerissa B. Behavioral Pediatrician, Entrepreneur and Blogger Mental Health Care Used the software for: 1-2 years ### "Love my EHR" March 15, 2021 5.0 CHARM has made my life so stress free. I love it and even my families love it. They love the portal and the ease of using it. When COVID hit, I was able to transition seamlessly to Telehealth. The fact that the organization even offered it free for several months to encourage users to use Telehealth was amazing. I highly recommend this product and have told others about it because it is so easy to use! Pros What I love about CHARM is that it is user friendly. I have my own part time private practice and I knew I needed something that I could get up and running quickly, keep me organized and compliant. CHARM is the answer! I never loved EHR systems before I found CHARM. Having tried other packages when I was in academia, everyone gripes about EMR systems. But CHARM "works like a charm!" I could make my templates by dragging and dropping easily, I could make changes if needed easily. I uploaded all my blog handouts to then quickly put in patient portals. SO easy to use! I love the quick text feature. I love the auto populate feature too! Cons The only thing are these: 1) in the event that I have a patient whose parents are divorced, they both want and need access to me to send me updates. The portal right now can only accommodate ONE user log on. Sometimes divorced parents do not want to share--which is understandable. 2) Support is not instantaneous. They have a chat but someone is not necessarily on there 24/7 to answer and provide support in real time. I had two instances where I could not get logged in right before a clinic day. Luckily it was fixed in 20 minutes but again It would have been nice to have someone right there responding to my urgent messages knowing it would be handled. 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 KP Khanh P. Medical Director Hospital & Health Care Used the software for: 2+ years ### "An EHR system that will grow with you practice " January 4, 2021 5.0 Pros I love that Charm EHR has designed the software with the focus of integrative/functional medical doctors in mind. The forms and questionnaire templates that have been shared by other practitioners has been helpful. The software is very easy to use. I especially love the inventory functionality which a lot for EHR's are missing. The pricing scheme is suitable for new offices and the add on features are great as the practice has grown. The support desk is also very helpful and replies in a timely manner. Cons I wished there was an ability for patients to fill out questionnaires when they are in the office without having to sign into their account. Many patients do not remember their password without their computer. It is hard to expect all patients to fill out their questionnaires before they get to the office. Review Source VR Verified Reviewer Executive Consultant Information Technology and Services Used the software for: 1-2 years ### "1990s style is not ChARMing at all" January 29, 2021 2.0 Pros It appears to have all the features required. Cons System is 4 panes arranged horizontally with no way to resize. Messages are displayed in the right-most pane, but on a tablet or phone that pane is squished so you only see a couple characters per line. The website is Buggy, as customers were unable to read messages this week. ChARM isn't responsive to customers, must have authorized contact forward bug reports to ChARM to get them fixed. Also the system does not allow providers to adjust message limits - which is definitely needed during covid lockdowns. There are better solutions out there. Review Source Response from MedicalMine February 8, 2021 Thank you for your feedback! We're sorry to hear about your experience. We would love to connect up with you to see if your problems can be corrected. If you're open to discussing this further, please email me, Ranjani at newsletter@medicalmine.com. We'd greatly appreciate the opportunity to make things right and work toward a smoother experience. FG Feras G. Consultant/Practice Admin Health, Wellness and Fitness Used the software for: 1-2 years ### "CharmHealth" April 12, 2022 4.0 Overall, I have been pleased with CharmHealth. I have had to create my own reports, 3-4 in order to generate the data that I need. However, the team is always helpful and the RCM team is the best team we have ever used in Revenue Management. Pros CharmHealth is an easy to use and adaptable EMR for any practice. It is user friendly and produces reports that allow Practice Admin view the operational success of the practice. Cons Data reporting capabilities, Interaction with patients with Data, Text messaging limitations, ability to custom create more unique practice templates outside of dropdown options etc. Review Source SH Susan H. physician Medical Practice Used the software for: Less than 6 months ### "Charm EHR for Psychiatric Private Practice" December 21, 2020 5.0 Overall, I am very pleased and feel excited to start to use even more features that I am using right now. I would recommend Charm to anyone starting in private practice in psychiatry. I am very grateful I found Charm! Pros I have found Charm quite straightforward for writing notes and managing patients's charts. I moved to Charm from 11 years of paper charts and was certainly nervous to move to an electronic record. I heard from a colleague that Charm had fabulous customer support and that is what made me give it a try. I absolutely can say that I have gotten excellent customer support from Charm. I feel that I still have a lot of functionality of Charm to understand better but what I am using right now meets my needs and I am sure that as I explore more of what Charm has to offer as an EMR my practice will get even more efficient. I went from being scared to start an EMR to excited to have one in 3 weeks with the excellent support. That is pretty awesome! Cons I really can't say yet what I don't like about Charm because I have not fully started working with all that charm offers. It's a little overwhelming to get started but I feel Charm support staff helped me through that. Reason for choosing CharmHealth Based on the recommendations of my peers that Charm was better Review Source VV Valerie V. Practice Administrator Medical Practice Used the software for: 6-12 months ### "Charm is GREAT!" April 12, 2022 5.0 Wonderful! Pros Love how user friendly it is! Only takes a few hours to train new employees versus days. Lots of easy access features, love how you can access patient charts at any screen, etc, Support is very helpful and timely in responding! Cons That canceled appointments stay on schedule if cancelled at last minute. Review Source Nena L. Nurse Practitioner/Regional Administrator Used the software for: 6-12 months ### "Best Small-Mid Size Practice EMR" November 20, 2017 5.0 Pros All around excellent!!! Very easy to use! Has the same features as the "big" EMR companies and more! Easy to create templates and quick phrases. Integrates with e-prescribing, labs, and imaging centers. It's near perfect! Cons ICD 10 settings in the assessment section of the note are too restrictive. Difficult to find diagnoses at times if you do not type in the same first word. 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. 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