CharmHealth Reviews

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews
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User Reviews Overview

About CharmHealth

CharmHealth is a MU certified, cloud-based EHR, Practice Management and Medical Billing solution that helps healthcare organizations ranging from large multi-specialty groups to small independent medical offices function...

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Feature ratings

Value for Money
4.5
Features
4.2
Ease of Use
4.3
Customer Support
3.9

Browse CharmHealth Reviews

140 of 140 reviews
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Verified Reviewer
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 18/1/2019

For a small medical practice it's a good investement

Having the billing and collections reports intergated to the EHR makes a huge positive differnece, and the price is very reasonable to services rendered.

Pros

I like being able to see waht colleagues are doing with my patinets, and also like the intergrated billing and messaging support. having everythign on one place makes patinet care easier. I also enjoy being able to see patient messages and appointment requests via my cell phone app

Cons

I can't pull up a patient chart on my cell phone app, which makes answering specific questions ont he go difficult. Charm also lacks larger intergration of hospital visits-- we ahve to have other doctors fax results/ notes and enter them manually which can be a bit of a pain and hinderance to patinet care

Suzanna
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 28/9/2022

Charm is agile and cost-effective

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.

Alternatives Considered

SimplePractice

Reasons for Choosing CharmHealth

Simple Practice did not have e-prescribing. Charm's billing is better.

Reasons for Switching to CharmHealth

Luminello promised group functionality for years, but I think they still don't have it. The booing page for Luminello was buggy and not working when I was looking for a new EMR, so I did not commit to it.
Grant
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

3
Reviewed on 23/8/2024

Charm Review

Overall the experience was all right. I have used better emr systems, but I have also used worse ones.

Pros

I liked the calendar. It made finding patients and daily appointments easy. I also enjoyed that you could filter it by location or provider to get the most use out of it.

Cons

I disliked that it did not integrate easily with some of the products that we used and we had to upload somethings by hand.

Top CharmHealth Alternatives

Sara
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 8/11/2020

Best EHR for value

I sampled several EHR systems last year and ChARM had most of the qualities that I wanted a administrator and clinician. I really enjoy using this EHR system and it is easy for my clients to use as well to sign paperwork and access resources.

Pros

I really enjoy that I can customize all of my notes and templates that I need on a daily basis. I also really enjoy that everything can be electronic and all paperwork can be sent to clients and have signatures in real time.

Cons

I feel the customer services could set up EFT and enrollments for payers to make it streamlined and easier for the provider.

Reasons for Choosing CharmHealth

At the time I was using it I could not customize my notes to meet state and insurance standards

Switched From

TherapyNotes, LLC

Reasons for Switching to CharmHealth

ChARM was the most inclusive program I could find along with a great price for a solo practice and ease of use.
Matthew
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 6/11/2020

User Friendly Effective EMR

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.

Phyllis
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 23/10/2020

A Practical Approach to Integrating an EHR into a Medical Practice

I would definitely purchase this EHR again. It is saving time which is now spent on developing and maintaining our patient base. The recall system has been most helpful. Automating the process for upcoming appointments and lab tests has eliminated a patient from not having the proper screenings prior to the Doctor's appointment. It also keeps the patient from getting 'lost' because a recall wasn't done.

Pros

The software is user friendly. Setup is not difficult. Learning the system is logical. Being able to access the different elements of the Charm EHR helps with training the employees using the system. As they begin to integrate the information about the practice into the Charm EHR their initial orientation reinforces the information they need to complete their tasks. Being able to add different programs is a plus factor. You don't become overwhelmed with too much information at one time. If there are problems support is there to assist where assistance is needed.

Cons

I would like to see Charm use videos with explanations that can be downloaded as slides in order to be able to quickly reference the items being taught. Chatting is fine but when you are interrupted and come back to what you were doing there maybe a lapse of time whereby you are not able to recall exactly what you were suppose to do to resolve the problem. Perhaps U-Tube could be an answer if Charm doesn't have their own site setup. This would be a more user friendly method of learning the EHR.

Alternatives Considered

Tebra and DrChrono

Reasons for Choosing CharmHealth

Not cost effective

Switched From

Practice Fusion

Reasons for Switching to CharmHealth

Charm provided the products we needed at a reasonable cost. Charm also allowed us time to review the products they offered then allowed us to opt in on our own time allowing us to not feel pressured.
Nikita
  • Industry: Alternative Medicine
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
1
Customer Support
1

3
Reviewed on 20/5/2024

Do not sign up. Take money

I signed up for a subscription with Charm EHR under Kenyetta Midwifery for $25. The original amount was taken from the account immediately at sign up. Several months go by and I notice a $245 charge has been deducted from my account. I immediately filed a dispute with my bank because I did not OPT for an automatic subscription for $245 nor did they have permission to deduct that amount. When they found out about the dispute, they tried to bully me and asked me to cancel the dispute amid their deceitful tactic to take money from me without prior knowledge or indication that they would be taking the money. I stood my ground and told them I would not be cancelling the dispute for the reasons above and I made them aware that I’ve seen several reviews on platforms where other businesses have experienced the same thing. My bank ruled in my favor and I never heard from them again. A few days later I called someone over the phone and cancelled the subscription. I was told because I filed the dispute the account would automatically be canceled and did not need any further action.

As of [sensitive content hidden] , they repeat the same offense. They took $175 from my account after I canceled the account months ago in November 2023 and I have not used the service since. I sent an email requesting a refund and was told I did not cancel the account. I told them to pull an audit trail of the account to prove that I have not logged in and/or used the service. I would like a refund in the amount of $175 and to stop charging my card for a service I cancelled and do not use.

Pros

The options to customize it to your liking is flexible.

Cons

Untrustworthy with taking money from you account.

Response from MedicalMine

Hi Nikita,

We sincerely apologize for the inconvenience you experienced. We are currently looking into your case and will ensure it is resolved promptly. We will update you shortly regarding the refund and confirmation of your account cancellation.

Thank you for your patience.

Replied 22/5/2024
Verified Reviewer
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
2

3
Reviewed on 11/11/2020

Great for small cash practices, not so great for busier practices

It is OK for clinics just starting out. Once you get beyond 2 patients an hour, it takes too long to chart and bill appropriately.

Pros

Great small all-around software that provides everything a small company needs. You can see a patient's financials from right within the chart, which is excellent. As well as their prior appointments. You can copy over phrases or entire notes from prior as well. e-scripts are easy, but do lack notifications. Scheduling is good. And, patient is able to book their appointments from your website.

Cons

Charting can be combersome. Our main issue is that the billing isn't robust enough. You have to use their system and their billers to get any benefit out of it.

Alternatives Considered

AdvancedMD EHR

Reasons for Choosing CharmHealth

Jane didn't have insurance integration.

Switched From

Jane

Reasons for Switching to CharmHealth

The look and feel, ease of use was great. Customer service is terrible.

Response from MedicalMine

Dear Anonymous Reviewer- Thank you for your review. We would actually love to work with you on the issues you are having! Are you taking advantage of all the billing features? We also have billing support in case you'd like to bill on your own. If you email me at [email protected] with the Subject: Attn:Billing Help Needed-- I can help nail down the problem and suggest an appropriate solution for you. Thank you and hope to hear from you soon!

Replied 17/11/2020
Emily
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/8/2020

Great for solo-solo practice!

I am happy with my selection of Charm. I have been using it for 15 months and have worked out the kinks in my processes. As with any EHR, not everything is perfect, but it fulfills my need. And the cost is well worth it!

Pros

I like everything being in one place - office notes, appointments, faxes, documents, patient messages, appointment requests, billing. I went from a totally paper practice to Charm, and could only do so because of the reasonable cost of Charm. I am more organized and can respond to my patients as I should in the electronic era.

Cons

Creating my own templates is time consuming, but I appreciate being able to use templates developed by other practices as well. I wish it came with a virtual assistant!

Reasons for Switching to CharmHealth

Ease of implementation and low cost of implementation, the fact that it was designed for small practices and seemed to work well for a solo-solo practice, the great salesperson meeting that didn't feel like they were trying to sell me more than I needed, and the fact that I could run Charm totally on my iPad.
Chelsea
Chelsea
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
3

4
Reviewed on 5/11/2017

Very effective and efficent program with many helpful features!

Pros

Lots of features available and customizable, great flexability with use base on your practice type, one size fits all program.

Cons

Customer service response time could be better, billing integration with their selected clearinghouse is problematic and requires a lot of time to set up properly.

Elizabeth
  • Industry: Medical Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
3
Ease of Use
2
Customer Support
2

3
Reviewed on 9/7/2020

Needs more updates for customization that makes sense

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.

Alternatives Considered

athenaOne

Reasons for Choosing CharmHealth

No telemedicine, no online portal, customer service and availability was terrible.

Reasons for Switching to CharmHealth

cost, telemedicine, fullscripts

Response from MedicalMine

Dear Dr. Seymour, Thank you for your review!

We are happy you are enjoying some of Charm's features such as telemedicine and Fullscript Integration.

Regarding some of the other features you are requesting, we're sorry to hear you were less than satisfied with Charm.

We value our customers' opinions and would like to thank you for bringing this to our attention.

We will reach out soon and you should get an email from me to determine how we can provide a solution that makes things right.

Yours sincerely,
Ranjani from Charm Health

Replied 22/9/2020
Margo
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

4
Reviewed on 24/5/2021

Excellent EHR system

At first I insisted on meeting staff and it was not welcome at first however when I was able to touch base with an instructor it made a huge difference to learn it’s functionality.

Pros

The software is practical and you can use it on a cell phone which is great. I do home visits and it is very helpful.

Cons

There is a learning curve to use it but once you learn it it is great.

Alternatives Considered

athenaOne

Reasons for Choosing CharmHealth

Not as sophisticated as this EHR

Switched From

Azalea Health

Reasons for Switching to CharmHealth

It was more practical for use in my practice when I do home visits and do functional medicine.
Peggy
  • Industry: Hospital & Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 15/12/2019

ChARMed

Getting all of billing services set up - just need the equipment and a little more time to implement this component.

Pros

Flexible program, HIPAA & HITECH compliant. Superb support staff!

Cons

More resources for therapy providers would be helpful.

Reasons for Choosing CharmHealth

Flexible & secure program with ChARM.

Switched From

WebPT

Reasons for Switching to CharmHealth

Security & economy, plus scaled addition of other embedded services.
Shawn
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 9/10/2020

Strong EHR (Charting) with Superior Patient Engagement Features

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.

Mignon
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
1

5
Reviewed on 1/12/2021

Customizable, Affordable, but Customer Service may take DAYS!

Outside of issues with electronic prescribing and customer support- which are SIGNIFICANT!, the EHR is otherwise almost perfect for my clinic. I am hoping they can figure our a more robust customer service, or better train their frontline employees to really make this a 5 star EHR.

Pros

Easy to use and get started. Customizable templates and a library of emails, consents, visit templates, etc are available to use from day one.

Cons

Customer service by phone is not available 24/7 as advertised. The support by phone is not knowledgeable to help on most issues, and frequently I have to figure the issue out myself. There can be a 2-3 day delay waiting to have your issue resolved from India. For some issues that's okay, but several times not my electronic prescribing has been offline for more than 2 days with patients suffering tremendously as a result, especially when it comes to pain management- even with my cancer patients. No rush or expedited service. Definitely almost kills the deal for me. This aspect in particular creates major ripples and has probably cost me 3 patients (roughly $6000 in income plus whatever bad reviews I get based on not being able to help them in a timely fashion). I have used 2 other prime time EHRs and never experienced such unacceptable support delays.

Andrew
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/4/2022

Excellent all-in-one solution for management of Integrative Medical Practice

Pros

The ability to customize and create many different templates and structure for our office, has allowed hour office to grow and thrive.

Cons

Occasional challenges with connectivity, but these are often short-lived.

Renee
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 22/8/2018

Switched from Practice Fusion and Love this Full Feature EHR

We switched to Charm when Practice Fusion moved from their free model. Honestly, I like this software better. It is more customizable and has more included features. It runs fast, is always up, sends text appointment reminders for free and voice reminders for a low price.

I probably trialed 20 EHR systems before deciding on this one, and for the features and price point, I couldn't beat it, particularly for a small practice with multiple part-time providers, where we really can't afford to pay high prices per month for provider. Charm charges you for the number of encounters your practice has, so it remains in line with your profits.

We are a mental health practice, and while it's not geared specifically towards this, if you tweak the form templates just a little, it works just fine.

Pros

Very customizable, reasonably priced add on services, receipt printing and accounting, good email options, snotty to send patients custom forms with their initial appointment confirmation, easy repeating of medications/diagnoses/prior note, great price point.

Cons

Nothing really... Except that it's not going to help you very much with MIPS.

Camille
  • Industry: Alternative Medicine
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
3

4
Reviewed on 14/12/2019

Happy we switched

Has solved many problems. Love that it links it all together in one place.

Pros

Ease if use. Everything in one program.

Cons

Glitchy in some areas. Wish there was more practice management options. Customer support is slow.

Kate
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 14/12/2019

Low cost, scaleable EHR with responsive staff

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
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 4/7/2018

Great for a small practice

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.

Justin
  • Industry: Alternative Medicine
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/12/2019

Charm Keeps Getting Better

Most routine tasks are automated so staff and doctors can spend more time on higher level tasks.

Pros

Responsive development team
Almost all of our functions in one platform
Onboarding and training is easy since it is intuitive
Easy to determine outstanding tasks

Cons

Sometimes rollout of new features breaks things but the team is responsive when this happens.

Bianca
  • Industry: Hospital & Health Care
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
3

4
Reviewed on 28/2/2021

Great for Physician-Owner in Psychiatry

Overall, this product is affordable and easy to use. I can communicate easily with patients from their initial intake, through their ongoing care. One of the greatest benefits is the ability to securely capture and store payment information with pre-existing templates for Superbills. I would chose this EHR again!

Pros

ChARM has served me well in my solo psychiatry private practice. Prior to selecting ChARM, I researched a number of EMR's. I have all of components needed to run a practice - built-in video component (even before pandemic), secure patient communication, billing, payment collection, and e-prescribing. It is easy to use with many YouTube videos available. If/when I expand my practice with other providers, this software can accommodate other providers. This product is also very affordable. My practice is small and growing. At present, my monthly bill is low because I am serving fewer than 50 patients.

Cons

I wish it were easier/more intuitive to integrate lab ordering and tracking. No other cons, I am quite satisfied.

Jonathon
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
3

4
Reviewed on 11/12/2021

Cost-effective full-featured EHR

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.

Janmetra
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
3

5
Reviewed on 29/9/2022

Great for beginning and midlevel practice

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

Julio
Julio
  • Industry: Medical Devices
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 24/8/2023

Charm for DME Billing

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

140 reviews