CharmHealth

4,4 (116)
Electronic Health Records and Practice Management Software

Overall rating

4,4 /5
(116)
Value for Money
4,6/5
Features
4,3/5
Ease of Use
4,4/5
Customer Support
3,9/5

89%
recommended this app
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116 Reviews

Shannon
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A but challenging to learn initially, but am really enjoying it

Reviewed on 2017/11/20

ease of access, secure, easy to review charts, HIPAA compliant

Pros

I love having integrated labs, scheduling, chart notes and billing-- having everything in one place is very helpful and convenient. I also like having HIPAA compliant messaging, and an iphone feature where I can see my schedule and treatment rwequests.

Cons

the iphone app is a bit clunky and if a patient emails with a questions I can't access their chart.

Nerissa
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love my EHR

Reviewed on 2021/03/15

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.

Shawna
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

very good basic free program

Reviewed on 2017/04/30

headaches, learning new interface (why? why? why?)

Pros

well, originally it was the ease of use but with this new user interface...not so certain. Like the charting feature, easy to populate fields. Also like the patient communication it provides and tracks.

Cons

the new user interface has too many too small icons with too much info on the desktop. gotta figure out what all these silly icons represent. also why make such a large leap away from what all users are familar with?

Shawn
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Strong EHR (Charting) with Superior Patient Engagement Features

Reviewed on 2020/10/09

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.

Vanessa
Overall rating
  • Industry: Alternative Medicine
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy to use platform that streamlines operations

Reviewed on 2022/09/07

Easy to use, streamlined integrations and patient portal is great. Good price for subscription.

Pros

Cheap and easy to use! Its very intuitive programming

Cons

I cant think of anything. Customer support has been easy to access so what I cant figure out they are very helpful.

Alternatives Considered

Practice Fusion

Reasons for Switching to CharmHealth

Easier and better look
Hanna
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent updated product

Reviewed on 2022/09/14

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.

Stephanie
Overall rating
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Highly Recommend CharmHealth

Reviewed on 2022/09/29

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.

Temperance
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Happy as I could be

Reviewed on 2022/09/11

I use charm to it's fullest extent. It has literally changed and helped my practice grow. They are always improving and making updates to the software and are good at listening to customers needs. Customer service could be faster but once you get up and running it is an excellent product.

Pros

Documentation & scheduling as well as inventory modules are critical to the success of my clinic and movement of patients through the day.

Cons

Customer service really could be a lot faster. It always takes at least 24 hours if not more for questions to be answered no matter how simple they are.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

1990s style is not ChARMing at all

Reviewed on 2021/01/29

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.

Response from MedicalMine

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 [email protected] We'd greatly appreciate the opportunity to make things right and work toward a smoother experience.

Janmetra
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great for beginning and midlevel practice

Reviewed on 2022/09/29

I have enjoyed the service so far- I am 3 months into using

Pros

I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices. I like the easy of locating a patient, and being able to add alerts and notes to charts

Cons

I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices who do not need a robust system. The reporting system is not the best. It is hard to look at your data and it doesn't integrate well with a lot of other operating systems

Stephanie
Overall rating
  • Industry: Alternative Medicine
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ease of use and comprehensiveness

Reviewed on 2019/12/15

Overall I am very pleased with charm. It is ease to use, offers lots of reports and analytics, and everything is contained.

Pros

I love that everything (records, charting, scheduling, communication within office and with patients, billing, supplement inventory) is all contained within charm.

Cons

Inactive patients are treated no differently from active patients. Once inactivated, a patient shouldn't be able to have an invoice or encounter created. Inability to relabel or change dates. Searching is also a challenge. If there were a way to have a search bar that searched the entire patient chart (messages, tasks and comments, quick notes, encounters, labs, documents), that would be extremely helpful.

Lisa
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best EHR I've used

Reviewed on 2021/10/20

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.

Susan
Overall rating
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Charm EHR for Psychiatric Private Practice

Reviewed on 2020/12/21

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.

Kate
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Low cost, scaleable EHR with responsive staff

Reviewed on 2019/12/14

We use Charm for a Telepsychiatry company with all TeleHealth visits. Charm has been responsive to our product inquiries and integration options.

Pros

Low cost, can view software ahead of purchase, responsive customer service, easy to use and train, customizable.

Cons

Not quite enterprise level yet, still some basic features most other EHRs have that are missing. But, Charm is catching up!

Jeremy
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for a small practice

Reviewed on 2018/07/04

I would highly recommend this to any small practice.

Pros

Easy to use. Devs are always adding features with the integrated fax being one of our favorites. Its easy to add new patients, upload files to their chart and utilize patient management.

Cons

There really isnt too much I dont like. I wasn't a fan of the new UI very much but they allowed users to revert back to the old. The newer UI does offer a pretty cool texting feature for users withing the practice.

Kamla
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easily customizable software, great for my micro-practice

Reviewed on 2020/08/20

Very positive. They have a no-charge version for when you have fewer than 50 patients. I opened a new practice right before the pandemic, so things have been slow. Not having the pressure of meeting yet another start up cost has decreased my stress level and allowed me to explore the different aspects of CharmEMR. Also, the few times I emailed a question, I got clear, quick instructions.

Pros

It is very simple to write your own templates. There are plenty of YouTube videos tutorials on how to use the different aspects of the software.

Cons

It takes some time to get everything organized in your settings for your particular type of practice. It would be nice if there were a starting point of a primary care bundle, or chiropractor bundle, and then you could add and subtract as you got going.
It is also difficult to get the patient to populate parts of their chart ahead of time. I have to manually type in the questionnaire results that my patients fill out ahead of their visits. (It is possible that this is because I am using a no-cost version)

Jonathon
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Cost-effective full-featured EHR

Reviewed on 2021/12/11

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.

andrew
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Excellent small practice EHR solution

Reviewed on 2017/09/29

Pros

Very intuitive and flexible. Lots of good options for electronic patient interaction. You can usually get someone on the phone to help with questions.

Cons

ePrescribing platform not yet approved in our state (nevada). It would be nice if patients could request their entire health record from within their PHR account, and have access to visit notes. I find the Chat feature intrusive and distracting and would like the option of having it disabled.

Tarea
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Poor Technical Service and Support

Reviewed on 2020/09/10

Pros

It is difficult to say what I like when I have so many ongoing unresolved issues

Cons

Lack of resources and support. Issues are continuously ongoing.

Response from MedicalMine

Hi Tarea,

We are sorry you are experiencing these issues. Someone will be in touch with you this week to help resolve some of the issues. Furthermore, we'll do an internal review to address some of the concerns you are having. Thank you for your patience.

Zak
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

ChARM Implementation

Reviewed on 2019/12/15

ChARM allows me to easily configure and evaluate practice configurations with Practioners and staff. This allows me to prepare and train to our practice's unique work flows and scenarios. I am looking forward to completing the roll out and feel confident that the ChARM team will ensure that we are fully implemented on time.

Pros

ChARM provides multiple support channels offering comprehensive onboarding and post-implementation support. I rely on their knowledgebase and experienced team to quickly review configurations and support tuning for our unique work flows.

Cons

ChARM is a rich, comprehensive practice management platform. As the implementation lead, I did not in nitially integrate the (available) e ChARM resources into our team.

Carol
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

CHARM EHR makes billing easy

Reviewed on 2018/09/25

Charm has been effective in helping biller and provider to bill claims, recoup revenue and track unpaid balances fairly effectively.

Pros

Charm templates allow you to capture all the info on patient and insurance that you would need to bill for medical insurance. The ease of creating visits and moving them to Invoices for the biller to check and send is a time saver. Charm allows for data bases of insurances, cpt codes and DX codes that match your office practice. Charm allows me to stay in touch with my provider via their HIPAA compliant messaging service. s.

Cons

Charm does not allow for a batch statement feature. Invoices must be sent for each visit. This lack of process creates a very time consuming task for collections staff.
ERAS are not automatically downloaded to CHARM but must be created by a 3rd party clearinghouse and them upoladed.

Amber
Overall rating
  • Industry: Hospital & Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Psychiatry solo practice

Reviewed on 2022/09/10

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.

Robert
Overall rating
  • Industry: Medical Practice
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 7.0 /10

Functional, integrated, slightly time-consuming

Reviewed on 2018/03/19

Great program overall, maybe they will make it so there are less tabs and less clicks to get around. If you do not have a lot of visits per week this is a great value. It may also work if you are just starting up a practice, that way you don't have to agree to hundreds of dollars per month.

Pros

-Many features, comparable to any other program out there (e.g. syncs up with major laboratories)
-Cloud based
-Works with integrated MD/DC/PT offices, so you can have many types of providers
-Great ability to customize exam forms and notes

Cons

-You are charged by each patient encounter. This can be bad if you have a high number of low-fee visits (like ancillary services). This may make it difficult to estimate how much it costs per month
-Clicking on tabs takes up time. Some programs do a better job of integrating everything into one screen

Barry
Overall rating
  • Industry: Medical Practice
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Affordable All in One for Integrative Medicine!

Reviewed on 2016/07/02

Pros

I have been using Charm for my Integrative practice for over 4 years. They have been really responsive to customer needs and wants. It is very flexible and has many more options for supplementation and dietary recommendations then most other systems. This at a very reasonable price (based on volume) for what is included!

Cons

They are having some growing pains with customer service and some times do not get issues resolved until you get in touch with a senior representative.

EUNICE
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

POOR SERVICE

Reviewed on 2021/06/14

THE EMR IS OK BUT EXTREMELY POOR SERVICE. NO TRAINING PROVIDED. NO CUSTOMER SERVICE STAFF AVAILABLE. I AM THE ACCOUNT ADMIN BUT DON'T HAVE ACCESS TO OPTUM.

Pros

ALL IN ONE EMR, TELEHEALTH, BILLING, ONLINE PAYMENT COLLECTION

Cons

NO TRAINING. POOR CUSTOMER SERVICE. PRACTICALLY IMPOSSIBLE TO GET ANYONE ON THE PHONE. EMAIL THEM WITH A QUESTION THEY WILL RESPOND WITH A QUESTION. WE SIGN UP WITH CHARM EHR IN FEBRUARY, 2021. IT HAS BEEN HORRIBLE GETTING SUPPORT TO SET UP. WE ARE STILL HAVING ISSUES WITH BILLING AND CAN'T GET ANYONE FROM THEIR CUSTOMER SERVICE TO RESPOND. THEY CHARGED US $3000 TO TRANSFER PATIENT DATA FROM OUR OLD SYSTEM. HORRIBLE SERVICE.