Updated October 31, 2025 at 3:27 AM
CharmHealth 2026: Benefits, Features & Pricing
Written by Lisa Morris
Associate Principal Analyst
Edited by Caroline Rousseau
Senior Editor
Wondering if CharmHealth is right for your practice?
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- Our Summary
- Pricing and Plans
- Features
- Integrations
- Key Sentiments
- User Reviews
- Frequently Asked Questions
Our Summary
Pros:
- User-friendly
- Customer service
Cons:
- Billing issues
Pricing
Starting at $25.00 per month
What is CharmHealth:
CharmHealth provides physicians with a suite of clinical tools to run their practice, from billing to electronically documenting patient health records and communicating with patients through a patient portal.
Why we like CharmHealth:
CharmHealth stands out as the best free EMR in our list of the best EMR software for 2024.
The free version includes all EHR tools plus some for practice management—but the paid version unlocks all features. Users rate its two-way audio and video tool, HIPAA compliance, and appointment management as the best features.
Who should use CharmHealth:
CharmHealth is a good choice for smaller practices, offering a broad set of features in its free version, which is only limited by the number of monthly interactions. In fact, 81% of reviewers who use CharmHealth have 1-10 employees. Charm's scalability and customization options also make its paid version an excellent choice for larger practices.
CharmHealth Screenshots

CharmHealth Overview
CharmHealth is a comprehensive suite of healthcare solutions designed to streamline practice management, revenue cycle management, patient engagement, and telehealth services. The cloud-based products are utilized worldwide, emphasizing the importance of patient access to optimal care and providers' access to advanced technology. The platform accommodates both large physician groups and growing practices, ensuring a customizable and scalable HIPAA-compliant solution for practitioners.
CharmHealth's electronic health records (EHR) system supports efficient care delivery, pr...
oviding clinical tools to assist healthcare professionals while facilitating simplified access to visit summaries, treatment plans, and integrated AI tools. The patient engagement platform is built to promote prompt access to care, patient-provider interaction, and patient participation in their wellness journey. It provides appointment scheduling with key resources, such as rooms, IV chairs, and more. Other capabilities include secure document management to transition towards a paperless environment, role-based access control with automatic auditing, and secure messaging for communication between providers and patients. The platform also includes inventory management for medications and supplements, credit card processing for patient billing, and robust analytics and reporting capabilities. Additionally, it provides tools for patient check-in kiosks, real-time insurance eligibility checks, and patient account statement generation. These features support the seamless operation of healthcare practices, optimizing workflows and improving the patient experience. CharmHealth's offerings cater to independent clinics and large enterprises, providing access to analytics, billing, and insurance tools necessary for growth and timely reimbursements for services rendered. The solutions also include resources such as webinars, podcasts, and a blog series aimed at equipping users with valuable skills and insights. The platform's user-friendly, cloud-based nature allows providers to swiftly onboard and access only the tools and services that align with specific needs. \CharmHealth Pricing and Plans
Free Plan
$0.00
Plan includes:
- Up to 1 Provider
- Up to 1000 Patients
Encounter Plan
$25.00
Plan includes:
- Meaningful Use Certified
- MACRA/MIPS ready
- Unlimited Providers
- mHealth Apps
- BAA
- Disaster Recovery
- Multi Facility Support
- Appointment Scheduling
- Inventory Management
- Unlimited patient records
Provider Plan
$200.00
Plan includes:
- Document Management (Limited to 100 GB)
- Unlimited Patient Records
- Priority Customer Support
- E-Claim Submission
- Realtime Eligibility Check
- ERA Download & Payment Posting
- Patient Portal - Unlimited
- Unlimited Encounters
- Unlimited Providers

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Our Analysis of CharmHealth's Pricing Plans
We’ve taken a close look at CharmHealth’s Electronic Health Record (EHR) pricing options to determine which plan might work best for your practice. We’ve also summarized the benefits and drawbacks of each plan. CharmHealth offers three main pricing plans: the Free Plan, the Encounter Plan, and the Provider Plan. Each plan caters to different practice sizes and needs, and understanding the pros and cons of each is crucial for making an inform...
ed decision. **Free Plan** The Free Plan is designed for small practices or those just starting out. It allows up to 50 patient encounters per month and is limited to one provider and five users. Key features include patient records management, custom health vitals, and basic practice management tools. **Pros:** - **Cost-effective:** As a free offering, it provides essential EHR functionalities without any financial commitment. - **No hidden fees:** There are no ads or hidden costs associated with this plan. - **Basic features included:** Suitable for very small practices that require fundamental EHR capabilities. **Cons:** - **Limited encounters and patients:** Capped at 50 encounters per month and 1,000 patients, which can be restrictive as the practice grows - **Limited users and providers:** Supports only one provider and a small team, limiting scalability. - **Restricted features:** Does not include advanced functionalities and add-ons, which may be necessary for comprehensive practice management. **Encounter Plan** The Encounter Plan operates on a pay-per-use model at $0.50 per encounter with a monthly minimum of $25. It offers unlimited providers and users, making it flexible for practices with fluctuating patient volumes. **Pros:** - **Flexible Pricing:** Pay only for what you use, which can be advantageous for practices with variable patient numbers. - **Unlimited Providers and Users:** Supports collaboration across a larger team without additional provider fees. - **Access to Advanced Features:** Includes more features than the Free Plan, enhancing practice management capabilities. **Cons:** - **Minimum Monthly Fee:** Even if encounter numbers are low, the practice is still required to pay at least $25 per month. - **Cost Can Increase with Volume:** As the number of encounters rises, so does the monthly cost, which could exceed the fixed cost of the Provider Plan for high-volume practices. - **Potentially Complex Billing:** Tracking and predicting monthly costs may become cumbersome due to variable encounter rates. **Provider Plan** The Provider Plan is a fixed-cost model at $350 per provider per month, offering unlimited encounters and users. It’s tailored for practices with consistent and high patient volumes. **Pros:** - **Predictable Costs:** The fixed monthly fee simplifies budgeting and financial planning. - **Unlimited Encounters:** No restrictions on the number of patient visits, accommodating busy practices. - **Comprehensive Feature Set:** Includes extensive EHR features and higher data storage limits, supporting robust practice operations. **Cons:** - **Higher Upfront Cost:** The monthly fee is substantial, which may not be justifiable for practices with lower patient volumes. - **Per-Provider Charges:** Costs increase with each additional provider, potentially making it expensive for practices with many providers. - **Potential Underutilization:** Smaller practices might not fully utilize all features, leading to a lower return on investment. **Add-on services** CharmHealth offers various add-ons such as electronic prescriptions (eRx), controlled substances e-prescribing (EPCS), prescription drug monitoring program (PDMP) integration, immunization registry access, telehealth capabilities, and more. These services come at additional costs and can be tailored to the specific needs of the practice. **Conclusion** After evaluating the pricing options, it’s clear that CharmHealth offers flexible solutions tailored to different practice sizes and operational needs. - **For small or new practices:** The Free Plan or Encounter Plan may be most suitable. The Free Plan minimizes costs while providing essential features, but its limitations may quickly become restrictive. The Encounter Plan offers greater flexibility and scalability without the commitment of a high fixed fee. - **For medium to large practices:** The Provider Plan provides the most value, especially for practices with high patient volumes and multiple providers. The predictability of fixed costs and access to comprehensive features can outweigh the higher monthly fee. In making a decision, practices should analyze their patient volumes, number of providers, required features, and budget constraints. By aligning these factors with the right pricing plan, a practice can optimize both its operational efficiency and financial performance. As always, it’s advisable to project potential growth and choose a plan that not only meets current needs but also accommodates future expansion.Compare Pricing
Compare pricing across our most frequently recommended Electronic Medical Records products.
recommendations
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recommendations
*Defined as the price above any available free plan
CharmHealth Features
Drawn from insights across 150 verified reviews, we've outlined CharmHealth's best and worst rated features and how they stack up against the average rating.
CharmHealth's Best Rated Features
Healthcare Compliance
4.60 category average
Two-Way Audio & Video
3.37 category average
HIPAA Compliant
4.50 category average
CharmHealth's Worst Rated Features
Document Management
4.15 category average
Practice Management
4.07 category average
Medical Billing
3.72 category average
- Popular features found in Electronic Medical RecordsClaims ManagementClinical NotesClinic InteroperabilityCommunication ManagementCompliance TrackingDecision SupportE-PrescribingMedical BillingPatient PortalPatient Scheduling
- More features of CharmHealthAccess Controls/PermissionsAccountingActivity DashboardAdmissions ManagementAI CopilotAlerts/NotificationsAnalyticsAnnotationsAPIAppointment ManagementAppointment SchedulingAudit TrailAutomated SchedulingBilling & InvoicingBooking ManagementCalendar ManagementCalendar SyncCancellation TrackingCare Plan ManagementChartingChat/MessagingClaims ScrubbingClient PortalCode & Charge EntryCollaboration ToolsConfigurable WorkflowConfirmations/RemindersConsent FormsContact DatabaseCredit Card ProcessingCustomer DatabaseCustomer Mobile AppCustomer SurveysCustomizable DashboardCustomizable FormsCustomizable ReportsCustomizable TemplatesCustomizable TestsData Import/ExportData SecurityDiagnostic ImagingDiagnostic ReportsDigital SignatureDocumentation ManagementDocument ManagementDocument StorageDocument TemplatesDrag & DropDrug Reference DatabaseEDIElectronic FaxesElectronic PaymentsElectronic Prior AuthorizationElectronic SignatureEmail RemindersEMR/EHREPCS CompliantFacility SchedulingFamily History TrackingFile SharingFor CardiologistsFor DermatologistsFor Family MedicineFor Medical PurposesForms ManagementFormulary ManagementFor Obstetrics & GynecologyFor OrthopedicsFor Pain ManagementFor Plastic Surgery PracticesFor Primary CareFor Urgent CareFor UrologistsGenerative AIGrowth ChartsHardware IntegrationHealthcare ComplianceHIPAA CompliantHistorical ReportingICD-10 ComplianceImage ManagementImaging and X-raysImmunization & Allergy TrackingInitial AssessmentsInsurance Eligibility VerificationInsurance ManagementIntake ManagementInventory ManagementInvoice HistoryInvoice ManagementkioskLab IntegrationLab Order ManagementLab ResultsLive ChatMeaningful Use CertifiedMedical CodingMedical History RecordsMedication Alerts/WarningsMedication DatabaseMedication HistoryMedication ManagementMessagingMobile AccessMobile AlertsMobile AppMonitoringMonitoring Device IntegrationMulti-LocationMulti-PhysicianMulti-Provider PracticeNo-Show TrackingOn Call SchedulingONC-ATCB CertifiedOnline FormsOnline Intake FormsOnline RefillsOnsite RegistrationOrder EntryPatient CommunicationsPatient EducationPatient EngagementPatient IntakePatient ManagementPatient MonitoringPatient QuestionnairesPatient Records ManagementPayment CollectionPayment ProcessingPhysician ManagementPhysician SchedulingPractice ManagementPrescription CancellationPrescription ManagementPrescription RenewalPricing DataProgress NotesReal-Time MonitoringReal-Time NotificationsReal-Time ReportingRecords ManagementRecurring AppointmentsReferral ManagementReferral TrackingRegistration ManagementRemindersRemittance AdviceRemote Treatment PlanningReporting/AnalyticsReporting & StatisticsResource ManagementRevenue ManagementSchedulingSearch/FilterSelf Check-In/Check-OutSelf Service PortalSMS MessagingSMS RemindersSOAP notesSurveys & FeedbackTask ManagementTask SchedulingTelemedicineTelemedicine IntegrationTemplate ManagementTemplatesThird-Party IntegrationThird-Party IntegrationsTreatment PlanningTwo-Way Audio & VideoVaccine ManagementVideo ConferencingVitals TrackingVoice RecognitionWait List ManagementWorkflow Management
CharmHealth Integrations
Based on 150 verified reviews, we've identified products most frequently integrated with CharmHealth.
Lisa
Chief Administrative Officer
Used for more than 2 years
Reviewed October 2021
"Great for telemedicine."
Amanda
Owner
Used for 1-2 years
Reviewed February 2022
"Charm is linked to Wellevate, and it will add/register new clients, send them supplement refill reminders if needed, and I can add supplements directly into my notes which sends out directly to Wellevate. It's seamless and saves me a lot of time."
See all 10 integrations
CharmHealth Key Sentiments
We analyzed 150 verified reviews for CharmHealth to find out what actual users really think.
Most Positive Sentiments
Ease of use
CharmHealth is described as user-friendly, offering a clean interface that supports providers and patients in managing daily workflows. Integration options enhance flexibility, and many reviewers note that the platform delivers a positive experience overall. Several practices consider it a reliable addition to their operations and often recommend it to peers.
Charting
The charting tools in CharmHealth are easy to navigate and allow customization of notes to fit specific practice needs. Transitioning from paper to electronic charting is supported by features that simplify documentation and reduce manual effort. Reviewers mention that the learning curve is manageable, making it easier to adapt to digital workflows.
Customer support
CharmHealth offers multiple support channels and provides assistance during onboarding and implementation, which many find helpful. The team’s responsiveness and willingness to resolve technical issues are appreciated. However, reviewers suggest improvements in response times, consistency of problem resolution, and staff expertise to enhance the overall support experience.
Least Positive Sentiments
Billing
CharmHealth includes an insurance, CPT, and DX code database and integrates billing with EHR for better financial oversight. Affordable pricing is noted as a benefit, but reviewers raise concerns about paying extra for certain features, limitations in billing functionality, and negative experiences with customer service. These challenges can complicate financial management for some practices.
Patient appointment
The platform offers customizable scheduling and automation for appointment-related tasks, helping reduce administrative burdens and improve efficiency. Automated processes for upcoming visits and lab tests support smoother workflows. However, reviewers mention difficulties managing multiple facilities, limited customization options, and issues with online questionnaires, which can hinder appointment coordination.
CharmHealth User Reviews
Overall Rating
4.2
Ratings Breakdown
5
55%
4
27%
3
8%
2
4%
1
5%
Secondary Ratings
Ease of Use
4.3
Value for money
4.4
Customer support
3.8
Functionality
4.2
Laura D.
Verified reviewer
Health, Wellness and Fitness
Self-Employed
Used daily for more than 2 years
Review sourceReviewed June 2025
Charm EHR is an excellent choice
5
Very positive overall. Since I first started using years ago, they continue to make positive improvements.
Ratings Breakdown
Reasons for choosing CharmHealth
Functions, price, eprescribing, efaxing, HIPPA compliant Zoom, payment processor integration, able to get setup quickly.
Read More
Patricia N.
Verified reviewer
Health, Wellness and Fitness
2-10 employees
Used daily for more than 2 years
Review sourceReviewed January 2025
Great system, cost efficient, high value
5
I have used for the past 3 years and absolutely love it. They are always upgrading to include and offer more features on both provider and patient side. Great system integration as well.
Ratings Breakdown
Reasons for choosing CharmHealth
Cost friendly for every level from start up to expansion of practice, efficient and built in customization
Read More
Patricia K.
Verified reviewer
E-Learning
Self-Employed
Used weekly for less than 2 years
Review sourceReviewed July 2021
Speech Pathology use of ChARM EHR
5
My experience has been absolutely great!! This has been a real gift to me in being able to continue my speech therapy telepractice because it is HIPPA compliant.
Ratings Breakdown
Reasons for choosing CharmHealth
Because the platform is HIPPA compliant and it was very very economical.
Reasons for switching to CharmHealth
ZOOM meetings system was not HIPPA compliant.
Read More
Kelsey K.
Verified reviewer
Health, Wellness and Fitness
2-10 employees
Used daily for more than 2 years
Review sourceReviewed August 2024
Charm is the BEST
5
Great! The clinic workflows enhance patient care and efficiency in the office.
Ratings Breakdown
Reasons for switching to CharmHealth
Charm is better! Other systems are very complicated and interrupt patient care.
Read More
Yatra P.
Verified reviewer
Hospital & Health Care
501-1000 employees
Used weekly for more than 2 years
Review sourceReviewed November 2025
CharmHealth - One stop for all your medical needs.
5
Overall, i think CHarmHealth is very easy and cost-effective to use in small to medium clinics. It is easily accessible for both healthcare practitioner and the patient while managing their privacy and security. CharmHealth might lag few times during rush times and the customer service can take long to respond back. However, i personally love using CharmHealth and i have recommended it to my known doctors, RNs and RPNs.
Ratings Breakdown
Read More
Ashley W.
Verified reviewer
Alternative Medicine
2-10 employees
Used daily for more than 2 years
Review sourceReviewed March 2025
Pay more for a better EMR
1
Horrible customer service and they nickel and dime you for every service they offer. No flat rate for messages so you can spend a fortune on reminders.
Ratings Breakdown
Reasons for choosing CharmHealth
price was the deciding factor, but their lack of capable customer service is non existent..
Vendor Response
Hi Ashley, We appreciate you taking the time to share your experience. We understand how important reliable customer support is, and we’re actively revamping our system to ensure faster and more effective assistance. CharmHealth is designed to be a cost-effective, robust EMR, and we strive to keep pricing transparent while offering valuable features. That said, we’re always looking for ways to improve, and feedback like yours helps us refine our approach. If there are specific concerns you’d like to discuss, we’d be happy to connect and explore how we can better support your needs. Thanks again for your insights! Best, Ranjani Rangan - Partner and Customer Communcations
Replied March 2025
Read More
Health, Wellness and Fitness
Self-Employed
Used daily for more than 2 years
Review sourceReviewed January 2025
Great when it works
3
If they had good customer support, some way to talk to humans in-real-time, and to escalate to support team members that actually understand the platform, it would be nearly perfect.
Ratings Breakdown
Reasons for choosing CharmHealth
Price: most were over $200/mo per practitioner, Charm is $25 Flexibility: Charting process, and Questionnaires are more flexible in Charm than any other system I tested... most EHR's did not allow me to customize my intake forms - which is insane.
Read More
Molly D.
Verified reviewer
Hospital & Health Care
Self-Employed
Used daily for less than 6 months
Review sourceReviewed January 2025
Good program, bad support
3
Frustrating. The tutorials are useless and don't actually help you get up and going. I'm extremely grateful I have another source of income, or I'd be destitute after how many months I've had to go without reimbursement.
Ratings Breakdown
Reasons for choosing CharmHealth
Price, ability to implement on a small scale
Reasons for switching to CharmHealth
Simple practice was a terrible platform for prescribers, more appropriate for therapists only.
Read More
Dr Aaron B.
Verified reviewer
Alternative Medicine
Self-Employed
Used daily for more than 2 years
Review sourceReviewed May 2025
Used to be better!
2
Liked the idea of a fully integrated EHR and scheduling and payment system. But the tech issues and lack of support recently and overpriced payment processing platform is adding up to more hassle than value at this time.
Ratings Breakdown
Vendor Response
Thank you for your honest feedback — we’re truly sorry to hear about the difficulties you've been facing. The issues you mentioned with the online scheduling, support delays, and login problems are concerning and not reflective of the experience we aim to provide. Our leadership team, including Venky Chellappa, has seen your review and would like the opportunity to speak with you directly to better understand and address your concerns. If you're open to a conversation, please reach out to us at support@charmhealth.com and mention this review — we’ll ensure it’s routed appropriately and followed up on promptly. We appreciate your past support and hope we can work to restore your confidence in CharmHealth. Warm regards, Ranjani Rangan CharmHealth Marketing
Replied May 2025
Read More
Sarah O.
Verified reviewer
Health, Wellness and Fitness
2-10 employees
Used daily for less than 2 years
Review sourceReviewed May 2025
Solid Option for Integrative Offices
4
Easy setup and customization, intuitive charting. I like that it is customizable for integrative medicine.
Ratings Breakdown
Reasons for switching to CharmHealth
FullScript integration was a plus for me
Read More
CharmHealth FAQs
- What does CharmHealth do?
CharmHealth is an electronic health records system that lets medical providers create, manage, and securely store digital patient records. Software like CharmEHR is absolutely essential to medical practices for several reasons, the most important being that they ensure practices are following HIPAA requirements to keep patient data secure.
- Is CharmHealth legit?
CharmHealth is absolutely a legitimate electronic health records (EHR) system. In fact, according to our analysis of user reviews, it’s the best free EMR of 2024. Medical software buyers might be wary of free software when it’s something as critical as an EHR, but CharmHealth’s free version is a great way to support practices that see a limited volume of patients each month.
- Does CharmHealth have an app?
CharmHealth does have several apps within its EHR system, including a scheduling app, a patient check-in app, and a patient portal app. It’s important to note, however, that not all apps or functionality are available to users of the free version; some features are only available with a paid subscription.
- What are the requisites for using CharmHealth EHR?
CharmEHR is a cloud-based software, which means all that is required to use it is a secure web connection, and any device capable of accessing the internet. You’ll also need a user account with the required credentials in order to log in, which you will create when you sign up for the software.
CharmHealth Popular Comparisons

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