---
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. 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.


## 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A38%3A50+-0500&secure%5Bsession_id%5D=aa4a04a7-550e-45ca-82d1-3106719bd649&secure%5Btoken%5D=1941a81184d88064c95a25504f896155f2ecc3af8b344a73e924ec73dfbcafd9&format=llm_user)

## ChARM Health Features
**Clinical**
- Compliance - Revenue Cycle Management (RCM)
- Software Integrations - Revenue Cycle Management (RCM)
- Task Automation - Revenue Cycle Management (RCM)
- ICD-10 Compliance
- Sarbanes-Oxley Compliance
- Invoice Management
- Workflow Management
- Financial Management
- Denial Management
- Cash Flow Management
- User Management
- Claims Management

**Clinical Workflow Management**
- Multiple Medical Provider Access
- Ancillary Care Provider Access
- Meaningful Use Reporting
- Clinical Documentation
- Mobile Access
- Historical Reporting
- For Primary Care
- For Urgent Care
- Clinical Care

**Operations Management**
- Administrative Processes
- Back Office Processes
- Workflow Coordination
- Practice Specialty Support

**Technology**
- Telecommunications
- Low Bandwidth Support
- EHR Integration
- Third-Party Integrations

**Agentic AI - Medical Billing**
- Natural Language Interaction

**Additional Functionality**
- Workflow Management
- Charting
- Practice Management
- Secure Data Storage
- Customizable Dashboard
- Generative AI
- Scheduling
- Invoice History
- HIPAA Compliant
- Electronic Payments
- Online Intake Forms
- Dunning Management
- Records Management
- Reminders
- Credit Card Processing
- Accounting
- Document Management
- E-Prescribing
- Remittance Advice
- PACS Integration
- Customizable Templates
- Historical Reporting
- Compliance Tracking
- Billing & Invoicing
- Claims Management
- Data Import/Export
- Live Chat
- Code & Charge Entry
- Financial Management
- Reporting & Statistics
- Claims Scrubbing
- Quotes/Estimates
- Activity Dashboard
- Customizable Reports
- API
- Self Service Portal
- Real-Time Reporting
- Appointment Management
- Insurance Eligibility Verification
- Real-Time Data
- Forms Management
- AI Copilot
- Revenue Management
- Multi-Location
- Payment Collection
- Customer Database
- Calendar Management

**Financial**
- Billing Automation - Revenue Cycle Management (RCM)
- Clearinghouse Integration - Revenue Cycle Management (RCM)
- Claims Management - Revenue Cycle Management (RCM)
- Medical Billing
- Recurring/Subscription Billing
- Reimbursement Management
- Insurance Eligibility Verification
- EHR/EMR Integration

**Patient Health Information Management**
- ePHI Storage
- Interoperability
- Patient Workflow Management
- Telemedicine Integration
- Claims Management
- Documentation Management
- Revenue Management
- Patient Records Management
- Document Management
- Invoice Management
- Medication Management
- Task Management
- Care Plan Management
- Calendar Management
- Communication Management
- Prescription Management
- Inventory Management
- Forms Management
- Image Management
- Practice Management
- Intake Management
- Appointment Management
- Lab Order Management
- Configurable Workflow
- Formulary Management
- EMR/EHR
- Clinic Interoperability
- Compliance Management
- Records Management
- Template Management
- Registration Management
- Referral Management
- Case Management
- For Pain Management
- Escalation Management
- Queue Management
- In-Patient Management

**Added Efficiencies**
- EMR/EHR
- Compliance
- Medical Billing
- Patient Information Management
- Medical Billing
- Third-Party Integrations
- Data Integration
- Tax Management
- Expense Management
- Claims Management
- Fixed Asset Management
- Materials Management
- Cash Management
- Workflow Management
- Subscription Management
- Invoice Management
- Audit Management
- Availability Management
- Employee Management
- Insurance Management
- Practice Management
- Care Plan Management
- Appointment Management
- Compliance Management
- Records Management
- Document Management
- Calendar Management
- Assessment Management
- Template Management
- Patient Records Management
- Inventory Management
- Communication Management
- EMR/EHR
- Forms Management
- Contact Management
- Accounting Integration
- Out-Patient Management
- Payroll Management
- Physician Management
- Registration Management
- Task Management
- Policy Management
- Revenue Management
- In-Patient Management
- Lab Information Management
- Bed Management
- Patient Flow Management
- Vaccine Management
- Financial Management
- Telemedicine Integration

**Administration**
- Practice Branding
- Practice Specific
- Charting And Documentation
- Multi-Provider Practice

**Additional Functionality**
- Compliance Tracking
- Self Service Portal
- Document Storage
- Activity Tracking
- Charting
- Reporting & Statistics
- API
- HIPAA Compliant
- Activity Dashboard
- Appointment Scheduling
- Customizable Reports
- Real-Time Updates
- E-Prescribing
- Scheduling
- Pharmacy
- Generative AI
- AI Copilot
- Real-Time Data
- Data Import/Export
- Client Portal
- Real-Time Reporting
- Automated Scheduling
- Multi-Location
- Alerts/Notifications
- Order Entry
- Access Controls/Permissions
- Customizable Templates
- Reminders
- Project Accounting
- Medical Coding
- Payment Processing
- Payment Reconciliation
- Approval Process Control
- Revenue Recognition
- Resource Allocation & Planning
- General Ledger
- Mobile Access
- Purchasing & Receiving
- For Medical Purposes
- Secure Data Storage
- Financial Reporting
- Accounts Payable
- Accounts Receivable
- Budgeting/Forecasting
- Financial Analysis
- Electronic Payments
- Patient Scheduling
- Live Chat
- Patient Engagement
- Physician Scheduling
- Multi-Physician
- Patient Portal
- Telemedicine
- Insurance Eligibility Verification
- Claims Scrubbing
- Patient Intake
- Clinic Interoperability
- SOAP notes
- Billing & Invoicing
- Task Scheduling
- Chat/Messaging
- Goal Setting/Tracking
- For Occupational Therapists
- Progress Tracking
- Progress Reports
- Mobile Alerts
- Customizable Forms
- Drag & Drop
- Waiting Time Tracking
- Document Templates
- Patient Monitoring
- Customer Database
- Real-Time Notifications
- Monitoring
- Patient Location Tracking
- SMS Messaging
- Contact Database
- Surveys & Feedback
- Real-Time Monitoring
- Clinical Notes
- Credit Card Processing
- Growth Charts
- Scheduled/Automated Reports
- Immunization & Allergy Tracking
- Medical History Records
- Treatment Planning
- Coding Assistance
- Email Reminders
- Availability Indicator
- For Podiatrists
- Online Intake Forms
- Customizable Fields
- Imaging and X-rays
- Calendar Sync
- Customizable Branding
- Facility Scheduling
- Referral Tracking
- For Speech Therapists
- Historical Reporting

**Additional Functionality**
- Claims Tracking
- Task Scheduling
- Revenue Recognition
- Audit Trail
- Customizable Reports
- Remittance Advice
- Reporting/Analytics
- Accounts Receivable
- AI Copilot
- For Healthcare
- Payment Collection
- Dashboard Creation
- Transaction History
- Data Verification
- Document Storage
- API
- Forecasting
- Claims Scrubbing
- Revenue Management
- Payment Processing
- Generative AI
- Monitoring
- Customer History
- Credit Card Processing
- Search/Filter
- Electronic Payments
- Charting
- Patient Portal
- HIPAA Compliant
- Pre-Registration
- Patient Intake
- Customer Database
- Batch Processing
- Reminders
- Patient Scheduling

**Compliance**
- HIPAA Compliance
- State Regulation Compliance

**Agentic AI - EHR**
- Autonomous Task Execution

**Additional Functionality**
- Quality Assurance
- For Anesthesiologists
- Data Collection
- AI Copilot
- Preoperative Modules
- Generative AI
- ICD-10 Compliance
- Intraoperative Charting
- EHR/EMR Integration
- Templates
- Patient Communications
- Reporting & Statistics
- Compliance Tracking
- Customizable Templates
- Customizable Forms
- Multi-Location
- Voice Recognition
- API
- Activity Dashboard
- E-Prescribing
- Billing & Invoicing
- ONC-ATCB Certified
- Referral Tracking
- Claims Scrubbing
- Electronic Payments
- Insurance Eligibility Verification
- Coding Assistance
- Meaningful Use Certified
- Live Chat
- HIPAA Compliant
- Treatment Planning
- Charting
- Patient Portal
- For Cardiologists
- Reminders
- Customizable Reports
- Appointment Scheduling
- Third-Party Integrations
- Monitoring Device Integration
- Patient Intake
- Decision Support
- Progress Notes
- For Dermatologists
- Data Import/Export
- Lab Integration
- Telemedicine
- Medical Billing
- Reporting/Analytics
- Audit Trail
- Medication Database
- Clinical Notes
- Handwriting Recognition
- Imaging and X-rays
- File Sharing
- Patient Scheduling
- Immunization & Allergy Tracking
- Order Entry
- Outcome Assessment Tools
- Alerts/Notifications
- Initial Assessments
- Family History Tracking
- Annotations
- Diagnostic Reports
- Growth Charts
- Customizable Tests
- Patient Engagement
- EDI
- For Family Medicine
- Medication History
- For Substance Abuse Therapy
- For Mental/Behavioral Health
- Confirmations/Reminders
- Medication Alerts/Warnings
- Mobile App
- Therapy Notes
- Electronic Signature
- For Group Therapy
- For Neurologists
- Speech Recognition
- Hardware Integration
- For Obstetrics & Gynecology
- Diagnostic Imaging
- Patient Education
- Patient Questionnaires
- Patient Monitoring
- Task Scheduling
- For Ophthalmologists
- SOAP notes
- 3D Imaging
- For Orthopedics
- PACS Integration
- Electronic Prior Authorization
- Analytics
- Vitals Tracking
- For Podiatrists
- Medical History Records
- Automatic Transcription
- Case Notes
- Self Service Portal
- Access Controls/Permissions
- Third-Party Integration
- Scheduling
- For Psychiatrists
- Self Check-In/Check-Out
- Urgent Care Templates
- Digital Signature
- Lab Results
- Payment Processing
- Data Security
- Drug Reference Database
- Accounting
- For Urologists
- Collaboration Tools
- Web-based Deployment

**Additional Functionality**
- Customizable Templates
- Communication Management
- Document Storage
- Self Service Portal
- Activity Dashboard
- Compliance Management
- For Medical Purposes
- Appointment Scheduling
- Softphone
- Chat/Messaging
- Reminders
- Records Management
- AI Copilot
- Secure Data Storage
- Remote Treatment Planning
- Surveys & Feedback
- Customizable Forms
- Video Conferencing
- Appointment Management
- Multi-Location
- Mobile Alerts
- Practice Management
- Billing & Invoicing
- Reporting & Statistics
- Charting
- Generative AI
- API
- Email Reminders
- Confirmations/Reminders
- Online Forms
- Claims Management
- File Sharing
- Electronic Payments
- Calendar Management
- Payment Processing
- One-to-One Messaging
- HIPAA Compliant
- Alerts/Notifications
- Live Chat
- Monitoring
- Client Portal
- Medical Billing
- Workflow Management
- Scheduling
- Virtual Waiting Room
- Mobile Access
- E-Prescribing
- Two-Way Audio & Video
- Document Management

## 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 (344 reviews)