--- 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" publication_date: "2026-11-03" --- 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 November 3rd, 2026 # Reviews of CharmHealth Ease of use 4.3 Customer Service 3.7 ## Pros and Cons in Reviews 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 NA Nauman A Credentialing and Billing SpecialistHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ August 19, 2026 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 NA Nauman A Credentialing and Billing SpecialistHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ August 19, 2026 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 NA Nauman A Credentialing and Billing SpecialistHospital & Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “In some cases, by the time the issue was addressed, previously submitted documentation was no longer usable or the process had to begin again.“ August 19, 2026 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 ## Showing most helpful reviews Showing 1-25 of 153 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Credentialing and Billing Specialist Used the software for: 1-3 years ### "Worse EHR when it comes to billing and support" August 21, 2026 1.0 \# 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 Review Source R Reviewer DR Used the software for: 1-3 years ### "Terrible experience " July 10, 2026 1.0 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 R Reviewer Administration Used the software for: Less than 1 year ### "User-Friendly" March 13, 2026 5.0 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 Yatra P. Student Nurse RPN Used the software for: 3-5 years ### "CharmHealth - One stop for all your medical needs. " December 4, 2025 5.0 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 Tracy S. Family Nurse Practitioner Used the software for: 3-5 years ### "WARNING- ineffective computed engineering support if an issue arises! " November 7, 2025 2.0 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. Review Source R Reviewer Manager Used the software for: Less than 1 year ### "Charm for DME Billing " August 28, 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 Review Source R Reviewer NP-Provider Used the software for: 3-5 years ### "Great system, cost efficient, high value " January 26, 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 Review Source R Reviewer Provider and sole proprietor Used the software for: Less than 1 year ### "Good program, bad support" January 6, 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. Review Source R Reviewer COO Used the software for: Less than 1 year ### "Great value for the price" September 9, 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, Review Source R Reviewer Medical Director Used the software for: 1-3 years ### "Very customizable" March 27, 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. Review Source Matthew S. Physician Used the software for: 3-5 years ### "User Friendly Effective EMR" November 9, 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. Review Source R Reviewer Psychiatrist Used the software for: 3-5 years ### "Charm is agile and cost-effective" September 30, 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. Review Source VR Verified Reviewer Owner Used the software for: 1-3 years ### "Great for small cash practices, not so great for busier practices" November 12, 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. Review Source R Reviewer MD Used the software for: 1-3 years ### "Needs more updates for customization that makes sense" July 20, 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. Review Source R Reviewer President , Naturopathic Physician Used the software for: 3-5 years ### "Charm is the BEST" August 29, 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 Review Source R Reviewer Medical Director Used the software for: 1-3 years ### "Great EMR for small clinics" May 10, 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. Review Source R Reviewer Office Manager Used the software for: 1-3 years ### "Overall Positive, could use some improvements" November 5, 2024 4.0 Pros For the most part, Charm is user-friendly and easy to navigate. They have lots of settings to help customize your setup, and it has worked well for both the providers and administrators in our practice. Cons Messages are not searchable, so old messages among members get easily lost. The invoices tab in the billing page should allow more space for billing-related notes for each patient. Review Source Daniel H. PMHNP Used the software for: Less than 1 year ### "Good product" November 7, 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 R Reviewer Owner Used the software for: 3-5 years ### "Affordable option " September 1, 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. Review Source R Reviewer Nurse Practitioner Used the software for: Less than 1 year ### "Big issue with billing, very difficulty to get responds from the company." April 8, 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 Review Source R Reviewer CEO Used the software for: 1-3 years ### "Cost-effective full-featured EHR" December 14, 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 R Reviewer Naturopathic doctor Used the software for: 3-5 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 R Reviewer Nurse Practitioner/Owner Used the software for: 1-3 years ### "Highly Recommend CharmHealth" September 30, 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. Review Source R Reviewer Dir of Operations Used the software for: 1-3 years ### "Strong EHR (Charting) with Superior Patient Engagement Features" October 12, 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 R Reviewer Physician Used the software for: Less than 1 year ### "Psychiatry solo practice " September 14, 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 ## 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.