# 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.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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%

Contact vendor  
for pricing

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.

[4.3 (708)](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/reviews/)

Starting Price

Contact vendor

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (42)

Ease Of Use

4.5 (708)

Value For Money

5.0 (39)

Value For Money

4.2 (578)

Customer Service

5.0 (39)

Customer Service

4.3 (644)

## Happy Charting alternatives

[4.4 (365)](https://www.capterra.com/p/124590/EMA/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.4 (636)](https://www.capterra.com/p/93446/AestheticsPro/reviews/)

Starting price

$160.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.1 (1,124)](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

Highest Rated

[4.8 (505)](https://www.capterra.com/p/178984/Jane-App/reviews/)

Starting price

$54.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/206024/Happy-Charting/alternatives/)

## 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

Contact vendor  
for pricing

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/)

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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) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)