--- title: ChARM Health Reviews meta_title: 'ChARM Health Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how ChARM Health works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 9 scale: '5' date_modified: '2026-07-17' parent_category: name: Health Care url: https://www.g2.com/categories/health-care --- # ChARM Health Reviews **Vendor:** ChARM **Category:** [Medical Practice Management Software](https://www.g2.com/categories/medical-practice-management) **Average Rating:** 4.1/5.0 **Total Reviews:** 9 ## About ChARM Health Electronic Health Record (EHR), Practice Management (PM), Medical Billing (RCM), TeleHealth and Healthcare Messaging Solution ## ChARM Health Pros & Cons **What users like:** - Users find ChARM Health to be a **convenient solution** for securely managing patient records and reviewing lab results easily. (1 reviews) - Users find ChARM Health to be **reliable for data security** , ensuring patient records are managed securely and conveniently. (1 reviews) - Users value the **ease of use** of ChARM Health, praising its intuitive interface for managing patient records efficiently. (1 reviews) - Users value the **easy access** to patient records and lab results, enhancing overall efficiency for healthcare management. (1 reviews) - Users find ChARM Health **efficient** for securely managing patient records and quickly accessing health details, enhancing productivity. (1 reviews) - Helpful (1 reviews) - HIPAA Compliance (1 reviews) - Patient Care (1 reviews) - Reliability (1 reviews) - Secure Communication (1 reviews) **What users dislike:** - Users have faced **data management issues** with ChARM Health, specifically in locating medicines related to e-prescriptions. (1 reviews) - Users note the **limited features** of ChARM Health, causing issues with locating specific medicines in e-prescriptions. (1 reviews) - Users are frustrated with the **missing features** , as it sometimes fails to locate specific medications for e-prescriptions. (1 reviews) - Users report **issues locating specific medicines** in e-prescriptions, viewing it as a notable drawback of ChARM Health. (1 reviews) ## ChARM Health Reviews ### 1. Review for ChARM Health **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2024 **What do you like best about ChARM Health?** Among various medicine software we used, ChARM is reliable and ease of use. Manage patients records securely and helpful for reviewing lab results. Moreover it is helpful for physicians for easily locating patient health details in one place with great convenience. Must recommended to all hospital management for easing their works. **What do you dislike about ChARM Health?** Sometimes it fails to locate particular medicine related to e-prescription which might be a drawback and lacks advanced features. **What problems is ChARM Health solving and how is that benefiting you?** It is most affordable one compared to other software specifically for small practices with low budget. Appointment can be easily scheduled and further patient details easily accessed. ### 2. All-in-one healthcare solution **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica D. | Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2023 **What do you like best about ChARM Health?** All of your resources can be found in one place. **What do you dislike about ChARM Health?** While it's very convenient, adoption rates seem to be low compared to other industry software like Epic's MyChart **What problems is ChARM Health solving and how is that benefiting you?** ChARM helps me communicate easily with my doctor, view my health history, and book telemedicine appointments. ### 3. Poor sales people **Rating:** 0.0/5.0 stars **Reviewed by:** Kay b. | psychiatric nurse practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2022 **What do you like best about ChARM Health?** flexible configuration, tasks, patient portal, free trial, messaging, calendar **What do you dislike about ChARM Health?** When I wanted to switch to the full-feature version, no one would contact me to perform the upgrade. I contacted them several times and received several promises that a member of the sales team would contact me. I also did not like the note template. It is based on the SOAP model, which was sufficient for a psychiatric practice, but not optimal. I would have preferred if CharmHealth provided the option of adding custom sections to the SOAP note template. When I asked how I could incorporate insurance-related requirements into the note, support responded with an answer that clearly indicated they did not read the requirements. **What problems is ChARM Health solving and how is that benefiting you?** Since I couldn't get sales to contact me, I assumed that support would be equally unresponsive. I decided not to complete the transition from my old system to CharmHealth. ### 4. Simple, Basic Practice Software **Rating:** 3.5/5.0 stars **Reviewed by:** Rachel H. | Integrative Neurotherapy Clinician, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about ChARM Health?** I like that we were able to have both client and clinician portals. It was a one stop shop for us to store client information, write client encounter notes, and communicate via messaging. **What do you dislike about ChARM Health?** We had a super serious breach of confidentiality that was Charm's fault. The only way to download notes is to sign them. When they are signed, certain parts of the note are supposed to be visible to clients while other parts aren't. Charm had a glitch where it sent the ENTIRE note to clients and caused a lot of issues on our end. I don't like that notes get shared when signed or the fact that we have to sign the notes to download them. I'm also not a fan of how they do billing. You're not able to add DX codes to the superbills themselves without going back into every note to add the codes. It's incredibly time-consuming. **What problems is ChARM Health solving and how is that benefiting you?** It allows us to have one platform for scheduling, note-taking, messaging, storing client information, and billing. ### 5. Works Great - Has everything I need **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew S. | Pediatrician, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2019 **What do you like best about ChARM Health?** Software has practice management integration - appointment scheduling, reminders. Medical records are easily customizeable. Keeps inventory of my immunizations. There is a large library of note templates that can be easily adaptable. There is an app I have on my phone that has all my appointments which I can edit, change, modify, comment on. Very nice feature. **What do you dislike about ChARM Health?** Unable to print a complete record - has to be done in sections. **Recommendations to others considering ChARM Health:** Very easy to use and navigate. May get a bit costly for a very large practice. **What problems is ChARM Health solving and how is that benefiting you?** Records are easily available from anywhere there is internet access. Sends patient reminders for appointments and recalls. ### 6. it has been great **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan C. | Receptionist , Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2019 **What do you like best about ChARM Health?** I think this is easy to use and also can be better improved with filtering so you have more options to filter from. We see so many patients and there are some you don't need to sent a link to. **What do you dislike about ChARM Health?** that it sends reviews to customers that have been rescheduled .would like to be able to customize this my way. this now will send out invites to people multipule times within a week so that is not good **Recommendations to others considering ChARM Health:** maybe something you can start is something to be able to sell packages, also to be able to copy a scheduled appointment to be able to make another identical **What problems is ChARM Health solving and how is that benefiting you?** to make our office and customer service better. to improve our end goal which is to make every experience the best. We want to make sure that not just are the patients being taken care of but the business side also ### 7. Charm EHR **Rating:** 5.0/5.0 stars **Reviewed by:** Mansi V. | Naturopathic Doctor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2018 **What do you like best about ChARM Health?** From A to Z, it's literally one of the best EHR's out there. Not only is it very low cost, and free until you have a certain amount of patients, it is easy to use, extremely versatile, and can be personalized quickly and efficiently to meet your needs, whether it's in a small private practice or a larger, hospital setting. What's also really nice is that because the EHR is completely online, it can be accessed from anywhere in the world, and you can sync your other devices with it (such as phone, smartwatch, etc) and you will get notifications for new appointments, cancellations, etc. The patient portal is also a fantastic feature for patients-they report that it's easy to use, and all their labs, instructions, etc is easily accessible. Charm is a life-saver of an EHR! **What do you dislike about ChARM Health?** The only thing I don't necessarily like is that two people cannot access the same patient's chart at once, otherwise the information you type in will not save. Even though it's something I don't like, I value this about Charm because this feature makes it HIPPA compliant. I really have no other complaints about Charm! **Recommendations to others considering ChARM Health:** Absolutely recommend using Charm, and you won't regret it. If you have used other EHRs, you will be able to quickly compare how user friendly and customizable Charm is. You will also appreciate the ability to access it from anywhere. I think the quality of care is naturally higher because you are not frustrated with the charting process and you can also communicate well with the patient through the portal. **What problems is ChARM Health solving and how is that benefiting you?** As a student clinician, I use Charm on a day to day basis for patient charting. The benefits are many, echoing what I have already mentioned above: -user friendly -highly personalizable -affordable, for both large and small practices -accessible from anywhere around the world essentially -easy to use for patients as well I have used other EHRs as a student clinician, and the above features I listed are truly unique to Charm. I face the problem of information not saving, the system logging me out, and the program just not being user friendly at all when using other EHRs. Moreover, in my experience, you cannot personalize other EHRs as easily as you can with Charm...some you cannot personalize at all. That creates more work for the student clinicians and impacts the quality of patient care. I have noticed a huge difference in better patient care and delivery of their needs because of Charm. ### 8. Super easy, user friendly, and patient made! **Rating:** 5.0/5.0 stars **Reviewed by:** Antasia M. | Physical Therapy Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2018 **What do you like best about ChARM Health?** What I like the best is the way Charm was created for integrative doctors. It houses everything in an orderly and convienient fashion. Usually it takes no more than 3 clicks and you’re where you need to be. **What do you dislike about ChARM Health?** So far, I have no dislikes. My office is newly migrating over and the upload and training process has been great. **What problems is ChARM Health solving and how is that benefiting you?** We are solving the issue of patients not being involved in their care and also giving them more responsibility and accountability for logging on and taking care of what they need. ### 9. Better Than Expensive Potal Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Robin Y. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2019 **What do you like best about ChARM Health?** ChARM offers a fully integrated patient portal and smooth back office communication, charting, and billing. It's free or incredibly affordable for larger practices. **What do you dislike about ChARM Health?** The search function could beimproved, but honestly, this is nearly perfect software. **What problems is ChARM Health solving and how is that benefiting you?** Full front and back office billing, charting, scheduling, and patient portal for medical offices. ## ChARM Health Discussions - [How do you use EHR charms?](https://www.g2.com/discussions/how-do-you-use-ehr-charms) - [What is ChARM EHR?](https://www.g2.com/discussions/charm-health-what-is-charm-ehr) - [What is ChARM EHR?](https://www.g2.com/discussions/what-is-charm-ehr) - [What is ChARM software?](https://www.g2.com/discussions/charm-health-what-is-charm-software) - [What is ChARM software?](https://www.g2.com/discussions/what-is-charm-software) - [View ChARM Health pricing details and edition comparison](https://www.g2.com/products/charm-health/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-20+15%3A50%3A27+-0500&secure%5Bsession_id%5D=33771160-665b-4893-bc7d-9d7a4c65283a&secure%5Btoken%5D=4b9c1efb64dac72a6d71e71898e91a6ba1abc50493b2c01e51622abe025b0a12&format=llm_user) ## ChARM Health Features **Clinical** - Compliance - Revenue Cycle Management (RCM) - Software Integrations - Revenue Cycle Management (RCM) - Task Automation - Revenue Cycle Management (RCM) **Clinical Workflow Management** - Multiple Medical Provider Access - Ancillary Care Provider Access - Meaningful Use Reporting - Clinical Documentation **Operations Management** - Administrative Processes - Back Office Processes - Workflow Coordination - Practice Specialty Support **Technology** - Telecommunications - Low Bandwidth Support - EHR Integration **Agentic AI - Medical Billing** - Natural Language Interaction **Financial** - Billing Automation - Revenue Cycle Management (RCM) - Clearinghouse Integration - Revenue Cycle Management (RCM) - Claims Management - Revenue Cycle Management (RCM) **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management **Added Efficiencies** - Integration with EHRs - Compliance - Integration with Billing Software - Patient Information Management **Administration** - Practice Branding - Practice Specific - Charting And Documentation **Compliance** - HIPAA Compliance - State Regulation Compliance **Agentic AI - EHR** - Autonomous Task Execution ## Top ChARM Health Alternatives - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (896 reviews) - [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) - 4.1/5.0 (255 reviews) - [Spruce Health](https://www.g2.com/products/spruce-health/reviews) - 4.7/5.0 (342 reviews)