# Happy Charting Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Happy Charting Software - reviews, pricing plans, popular comparisons to other Electronic Medical Records products and more. Source: https://www.capterra.com/p/206024/Happy-Charting --- # Happy Charting Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Happy Charting ## What is Happy Charting? Happy Charting is an electronic medical records (EMR) software designed specifically for acupuncturists to simplify and speed up patient charting. The software allows acupuncturists to import patient information, customize chart templates, save favorite point combinations, and complete high-quality charting while remaining HIPAA compliant. Happy Charting aims to streamline acupuncture practices by reducing administrative workload so practitioners can focus on patient care. ## What is Happy Charting used for? [Electronic Medical Records](https://www.capterra.com/electronic-medical-records-software/)[Healthcare CRM](https://www.capterra.com/healthcare-crm-software/) Top alternative Featured Overall rating Based on 42 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Electronic Medical Records / 2026 - Healthcare CRM / 2026 Our "Best of" badge program showcases products with the highest ratings... Do you work for Happy Charting?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.happycharting.com&name=Happy Charting) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Happy Charting 4.9 (42) VS. [4.8 (524)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting Price Contact vendor Starting Price $54 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (42) Ease Of Use 4.6 (524) Value For Money 5.0 (39) Value For Money 4.7 (465) Customer Service 5.0 (39) Customer Service 4.8 (499) ## Happy Charting alternatives [4.1 (1,131)](https://www.capterra.com/p/48210/ChiroTouch/reviews/) Starting price $159.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.7 (590)](https://www.capterra.com/p/142407/ChiroFusion-Complete-Practice-Management/reviews/) Starting price $129.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (967)](https://www.capterra.com/p/118981/TherapyNotes-com/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (708)](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/206024/Happy-Charting/alternatives/) ## FAQs about Happy Charting Overview ### Which roles and teams benefit most from Happy Charting? Happy Charting is most used by acupuncturists, licensed practitioners, and oriental medicine professionals who need fast, accurate clinical documentation and treatment charting. Clinic owners, directors, and managers benefit from streamlined scheduling, patient records, and billing workflows, while front-office and operations staff use it to keep practices organized and running efficiently. Answer based on 42 reviews Overview ### What company size and industries is Happy Charting built for? Happy Charting serves small healthcare practices, with 100% of reviewers from small businesses and 43% in Health, Wellness and Fitness. It also fits Alternative Medicine at 33% and Medical Practice at 14%, aligning with acupuncturists, acupuncture clinic owners, TCM practitioners, and healthcare professionals using it for electronic medical records. Answer based on 42 reviews Features and Usability ### What are the key features of Happy Charting? Happy Charting offers scheduling, appointment management, and appointment scheduling for organizing patient visits. It also includes charting, coding assistance, and decision support for clinical documentation, plus patient management, patient records management, medical history records, and HIPAA compliant handling of patient information. Getting Started and Support ### What customer support options does Happy Charting offer? Happy Charting provides chat support. Users describe the support team as quick to respond, effective, and helpful with technical problems and practice-specific adjustments. Reviewers also mention clear training and a helpful community group for questions, with customer service often described as efficient and attentive. Answer based on 7 reviews Features and Usability ### How user friendly is Happy Charting's interface? Happy Charting keeps the interface simple, clear, and easy to learn for acupuncture practices. Many practitioners describe the layout as intuitive and quick to navigate after setup, especially in small clinics. Customization helps charts fit different workflows, though some users want a more polished layout and additional form options. Answer based on 11 reviews Features and Usability ### Is Happy Charting easy to use for daily charting? Happy Charting makes daily charting quick and manageable for busy acupuncture clinics. Many solo practitioners and small practices find setup straightforward, customization easy to handle, and repeat charting faster after initial configuration. Some users still want built-in ICD and CPT codes or a few extra usability improvements for specific workflows. Answer based on 10 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Charting 5.0 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Patient Records Management 5.0 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details HIPAA Compliant 5.0 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Coding Assistance 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Automatically generates E/M codes based on information collected during patient charting Decision Support 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Tools that provide relevant information at specific times to support judgments and courses of action Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Happy Charting 9 features Manage various aspects of appointments including booking, rescheduling, canceling Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Automatically generates E/M codes based on information collected during patient charting Tools that provide relevant information at specific times to support judgments and courses of action Compliant with HIPAA, which sets standards for sensitive patient data protection Records of patients' medical history Managing and tracking patient health, progress, communication, and treatment plans Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Plan availability and assign specific time slots for tasks and resources Get Advice We can help you find the software with the features you need. Features 4.6 (42) 4.6 Based on 42 reviews ## Pricing Value for money 5.0 (39) ### Starting price Free trial available Value for money 5.0 (39) 5.0 Based on 39 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (39) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (39) 5.0 Based on 39 reviews ## User reviews Overall rating 4.9 Based on 42 reviews Filter by rating 5(36) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GR Gwen R. Acupuncture Health, Wellness and Fitness ### "Fast charting " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 December 14, 2024 I love happy charting for quick notes and speedy charting! Pros Easy to use and very straightforward chatting Cons Insurance compatibility. I wish happy charting had a chart to create Superbills. Also, mandatory chart categories to be create insurance worthy charts Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BF Brandy F. Licensed Acupuncturist Alternative Medicine ### "The Perfect Charting System For My Acupuncture Practice!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2024 I relaunched my practice almost 2 years ago, and wanted to choose systems that fit my vision perfectly. Happy Charting was exactly what I was looking for! Yinghui & the Happy Charting team have been quick to respond when I needed technical support. I highly recommend this charting service to other acupuncturists! Pros I love that it’s totally customizable, easy to use, HIIPA compliant, and an excellent price without any excess features that I don’t need. Cons It took a little bit of time to learn how to use it and customize my charts, but the training videos made it easier! Alternatives considered [Practice Mate](https://www.capterra.com/p/210524/Practice-Mate/) Reasons for choosing Happy Charting I only needed patient charting - not scheduling, payment portal, or insurance billing - and this seemed like the easiest option without superfluous features. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MH Michele H. Acupuncturist Health, Wellness and Fitness ### "Happy Charting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 December 10, 2024 Pros Happy charting is easy to use! You won't have to spend weeks learning how it works. It works as a stand alone product, which was great for me as I could keep using my scheduling software. Cons Can't sync appointments with my scheduling software. This isn't a big deal though, it's fast and easy to add them manually. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DY Danielle Y. Acupuncturist Health, Wellness and Fitness ### "Simple and intuitive with top notch customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 9, 2024 I have been using happy charting for over 4 years and have been incredibly pleases with the simplicity and ease of use of the software! It has made my charting quick and easy. My time and energy is spent with my patients, not with my computer 🙂 The few times I've had a bug I was immediately helped by a person and the problem was solved by end of day. Highly recommend! Pros Simple, intuitive, easy to customize. Friendly, fast and knowledgable customer service. Cons Not much! The interface has been easy for me to adapt to and my charting is efficient and concise. Alternatives considered [Practice Better](https://www.capterra.com/p/159263/Better/) Reasons for choosing Happy Charting Price, simplicity. I didnt need all the bells and whistles! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ER Emily R. Owner Alternative Medicine ### "Five Stars" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 9, 2024 I’ve been using Happy Charting for my acupuncture practice since 2021 and I don’t plan on ever switching! The site design is straightforward and functional, I like that you can customize everything (what you include in SOAP notes, intake forms, etc). Every interaction I’ve had with Yinghui has been pleasant as well as genuinely helpful, customer service is great! Highly recommend if you’re looking for a charting system that is easy to use and very affordable. Pros Simplicity, ability to customize the format, HIPAA compliant forms, helpful customer service, affordable pricing Cons Sometimes I accidentally click a button to copy over the last SOAP note and it erases everything I had written. But that’s pretty rare. Otherwise it’s great! Alternatives considered [Mindbody](https://www.capterra.com/p/40229/MINDBODY/) Reasons for choosing Happy Charting Better cost and familiarity with the site from previous job Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RY Ronnie Y. Acupuncturist Health, Wellness and Fitness ### "Happy Charting Is The Greatest!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 2, 2024 Great! I use it every day!! I would be lost without it. Pros I can't say enough about Happy Charting--it is probably the most valuable tool that I use on a daily basis. I have been using Happy Charting for over 7 years now. This software was a game changer for me. I went from time consuming paper charts to a charting system that I can use on the go. I chart as I treat and I am easily able to walk away from the day at the end of my shift. The support team is awesome at helping to fine tune and fix problems areas quickly and as they pop up. Cons Not many cons, I look forward to when they are able to offer vibrant scheduler and potentially a pay system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NM Nikolaj Munk N. TCM Practitioner Health, Wellness and Fitness ### "3 years single practitioner userer " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 2, 2024 Their service team is always ready to assist you that makes it one of the few services that keeps you in the loop. Pros A very simple clear and consumable interface. Cons Unfortunatly still no possibility for Chinese characters for patient document download (in progress) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SR SAMUEL R. practitioner Alternative Medicine ### "Great service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 1, 2024 I feel that this is a great company with easy software to work with. its price point is also good compared to other charting services. Pros Easy to use and quick friendly customer service. I felt cared about when I had to reach out to them. Charting is also very quick and easy to do. Cons there are some limitations with charting. though you can edit your charts there could be more default models to choose from. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EH Emma H. Acupuncturist Alternative Medicine ### "Easy, quick learning curve. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 29, 2024 It's been a great, they are a very personable company. Pros Learning Happy Charting was quick. The learning curve was really fast. After I had it customized, it felt very intuitive and easy. After 5 or 10 mins, I could navigate it quickly. The simplicity is actually something I really appreciate in clinic. There are no bells and whistles, but that is totally fine with me, it means I'm not paying for things I'm not using. Cons I don't have any complaints, they are always very responsive when I reach out for assistance. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IM Ilana M. acupuncturist Alternative Medicine ### "Happy Charting is an amazing company for acupuncture electronic charting!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 22, 2024 Fantastic! It has transformed my relationship to charting. Pros The customer service is excellent. \[sensitive content hidden\], provides clear and helpful videos about how to set up the platform. I am a bit of a ludite and I find this platform very easy to use! Cons The only issue I have with Happy Charting is that you need to commit to an intake form so there are a lot of decisions to make upfront. But that is not really a con, just means there is a certain amount of thought that needs to go into setting up your account. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/206024/Happy-Charting/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Fusion vs Happy Charting](https://www.capterra.com/compare/136876-206024/Pediatric-Therapy-EMR-vs-Happy-Charting) [Carepatron vs Happy Charting](https://www.capterra.com/compare/195467-206024/Care-Patron-vs-Happy-Charting)