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CharmHealth

Updated January 27, 2025 at 10:13 AM

CharmHealth 2025: Benefits, Features & Pricing

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Written by Lisa Morris

Associate Principal Analyst

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Edited by Caroline Rousseau

Senior Editor

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On this page
  • Our Summary
  • Pricing and Plans
  • Features
  • Integrations
  • Key Sentiments
  • User Reviews
  • Frequently Asked Questions

Our Summary

CharmHealth
CharmHealth
4.3

(145)

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

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CharmHealth Overview

CharmHealth, offered by MedicalMine, is a comprehensive suite of healthcare solutions designed to streamline practice management, revenue cycle management, patient engagement, and telehealth services. CharmHealth aims to help providers eliminate obstacles to deliver quality care. The cloud-based products are utilized worldwide, emphasizing the importance of patient access to optimal care and providers' access to advanced technology. With a strong emphasis on scalability, 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, providing 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.

CharmHealth's practice management solution offers a set of features aimed at enhancing the efficiency and organization of healthcare practices. It provides appointment scheduling with key resources like rooms, IV chairs, etc. 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. Their 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 their specific needs, minimizing unnecessary costs and complexity. CharmHealth provides a robust, user-friendly, and innovative healthcare technology platform, dedicated to enabling quality healthcare while fostering efficiency and engagement in the industry.

CharmHealth Pricing and Plans

Starting price: $25.00 per month
Free Trial
Free Version

Free Plan

$0.00

Limited to 50 encounters per month

Free Plan Includes:

  • Up to 5 Users
  • Up to 1 Provider
  • Up to 1000 Patients

Encounter Plan

$25.00

$0.50 per encounter per month (monthly minimum of $25)

Includes Free Plan, plus:

  • Meaningful Use Certified
  • MACRA/MIPS ready
  • Unlimited Providers
  • mHealth Apps
  • BAA
  • Disaster Recovery
  • Multi Facility Support
  • Appointment Scheduling
  • Inventory Management
  • Unlimited patient records
  • Patient Portal - 1000

Provider Plan

$200.00

Practices are charged based on the number of Providers enrolled.

Includes Encounter Plan, plus:

  • 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 evaluate their suitability for various healthcare practices. 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 informed 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.

Pros:

  • Customization: Practices can enhance their EHR system with features that are most relevant to them.
  • Enhanced Functionality: Add-ons like telehealth and eRx can improve patient care and operational efficiency.
  • Scalable Solutions: As a practice grows, additional features can be added without overhauling the entire system.

Cons:

  • Additional Expenses: Costs for add-ons can add up quickly, increasing the overall expenditure.
  • Complex Pricing Structure: Navigating and understanding the cumulative costs of multiple add-ons may be challenging.
  • Dependency on Third-Party Integrations: Some add-ons rely on external services, which may have their own limitations or fees.

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.
  • Consideration of Add-Ons: Practices should carefully assess which add-ons are necessary for their operations. While they enhance functionality, they also contribute to the total cost. It’s important to balance the benefits of additional features against the financial implications.

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.

Software options
Starting price*
User rating
$25 per month
57

recommendations

$110 per month
162

recommendations

$195 per month
97

recommendations

$59 per month
50

recommendations

$99 per month
37

recommendations

*Defined as the price above any available free plan

CharmHealth Features

Drawn from insights across 145 verified reviews, we've outlined CharmHealth's best and worst rated features and how they stack up against the average rating.

CharmHealth's score
Category average

CharmHealth's Best Rated Features

Healthcare Compliance

5.0

category average

Two-Way Audio & Video

5.0

category average

Billing & Invoicing

4.88

category average

CharmHealth's Worst Rated Features

Document Management

3.17

4.46 category average

Practice Management

3.67

category average

Medical Billing

3.71

4.19 category average

  • Popular features found in Electronic Medical Records
    Claims Management
    Clinical Notes
    Clinic Interoperability
    Communication Management
    Compliance Tracking
    Decision Support
    E-Prescribing
    Medical Billing
    Patient Portal
    Patient Scheduling
  • More features of CharmHealth
    Access Controls/Permissions
    Alerts/Notifications
    API
    Appointment Management
    Appointment Scheduling
    Billing & Invoicing
    Calendar Management
    Charting
    Claims Scrubbing
    Client Portal
    Code & Charge Entry
    Collaboration Tools
    Credit Card Processing
    Customizable Dashboard
    Diagnostic Reports
    Document Management
    Document Storage
    Document Templates
    Drug Reference Database
    EMR/EHR
    For Cardiologists
    For Dermatologists
    For Family Medicine
    For Medical Purposes
    Formulary Management
    For Obstetrics & Gynecology
    For Orthopedics
    For Pain Management
    For Primary Care
    For Urgent Care
    For Urologists
    Growth Charts
    Healthcare Compliance
    HIPAA Compliant
    Immunization & Allergy Tracking
    Insurance Eligibility Verification
    Inventory Management
    Invoice History
    Live Chat
    Meaningful Use Certified
    Medical History Records
    Medication Management
    ONC-ATCB Certified
    Onsite Registration
    Order Entry
    Patient Communications
    Patient Intake
    Patient Management
    Patient Records Management
    Payment Processing
    Physician Management
    Physician Scheduling
    Practice Management
    Records Management
    Registration Management
    Reminders
    Remittance Advice
    Remote Treatment Planning
    Reporting & Statistics
    Self Check-In/Check-Out
    Self Service Portal
    Task Scheduling
    Template Management
    Third-Party Integrations
    Two-Way Audio & Video
    Video Conferencing
    Voice Recognition
    Wait List Management
    Workflow Management

CharmHealth Integrations

Based on 145 verified reviews, we've identified products most frequently integrated with CharmHealth.

Zoom Workplace
Zoom Workplace

Integrated 8 times with CharmHealth

Lisa

Chief Administrative Officer

Used for more than 2 years

Reviewed October 2021

"Great for telemedicine."

Wellevate
Wellevate

Integrated 2 times with CharmHealth

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."

CharmHealth Key Sentiments

We analyzed 145 verified reviews for CharmHealth to find out what actual users really think.

Most Positive Sentiments

Practice Management

Most relevant to Health, Wellness and Fitness

70% Positive
23% Neutral
7% Negative

Users are pleased with CharmHealth's practice management features, highlighting the ease of implementation and setup. They value the continuous feature updates and overall satisfaction with the software. Many users find it a valuable addition to their practice and recommend it to others.

Navigation

Most relevant to Medical Practice

62% Positive
24% Neutral
14% Negative

Users find CharmHealth easy to navigate, with a simple and user-friendly dashboard. They appreciate the cost-effectiveness and seamless navigation of the system. Many users highlight the ease of learning and using the software, making it a great value for their practice.

Support Services

Most relevant to Hospital & Health Care

50% Positive
18% Neutral
32% Negative

Users appreciate the responsiveness and helpfulness of CharmHealth's support staff, as well as the comprehensive onboarding support. They find the support team available and willing to assist with issues. However, some users experience delays in response times and challenges with technical support, which can be frustrating.

Least Positive Sentiments

Billing Services

Most relevant to Medical Practice

31% Positive
36% Neutral
33% Negative

Users express dissatisfaction with CharmHealth's billing services, citing limited customization of billing reports and unauthorized charges. They find the billing system's limitations and the need to use specific billers problematic. Additionally, users report negative experiences with billing-related customer service, describing it as a nightmare.

Patient Management

Most relevant to Medical Practice

44% Positive
32% Neutral
24% Negative

Users appreciate CharmHealth's patient engagement features, customizable intake forms, and easy access to patient information. They find it convenient to communicate with patients and manage intake processes efficiently. However, they encounter issues with questionnaire management, inactive patient handling, and billing charges, which can be frustrating.

CharmHealth User Reviews

Overall Rating

4.3

Ratings Breakdown

5

57%

4

28%

3

8%

2

2%

1

5%

Secondary Ratings

Ease of Use

4.3

Value for money

4.5

Customer support

3.8

Functionality

4.2

Julio

5.0

Verified reviewer

Medical Devices

2-10 employees

Used for less than 6 months

Review source

Reviewed August 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

Reasons for choosing CharmHealth

Charm gave us the option to use Optum 360 for claim submission. It gave us more access to payers.

Reasons for switching CharmHealth

Functionality and ease of use of Charm.

Read More

Patricia

5.0

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used for more than 2 years

Review source

Reviewed January 2025

Great system, cost efficient, high value

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.

Pros

user friendly and multiple features with transparent pricing. They are always upgrading to include and offer more features on both provider and patient side. Great system integration as well. Easy setup and plenty of how to videos available on YouTube.

Cons

Support could be a tad friendlier and engaging

Reasons for choosing CharmHealth

Cost friendly for every level from start up to expansion of practice, efficient and built in customization

Read More

Anonymous

3.0

Health, Wellness and Fitness

Self-Employed

Used for more than 2 years

Review source

Reviewed January 2025

Great when it works

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.

Pros

For reference, I am a solo practitioner - so I do everything myself. I know how to set up a hyper efficient clinic and I know clinical workflows from both the physician and admin ends. I am also a full-stack web developer, so I know code and I know tech. I have done deep dive evaluations of most of the EHR's designed for small practices and functional medicine. Overall, Charm is one of the most flexible and customizable EHR's out there, and for a tiny fraction of the price, and it is the one I have used for 10 years. I was an early adopter (I think I signed on in their first few years). I have watched the platform grow and improve (though some parts have gotten worse). If you are willing to put in the time to customize your experiene you can do a lot with templates and questionnaires.

Cons

Customer / Tech support is non-existant for real platform issues. They do NOT listen to or respond to feedback when they have made problematic changes to the platform. Customer support mostly regurgitates basic user instructions, and they do not really understand the platform. I usually know and understand the platform better than the support teams (or the onboarding teams). I can't even remember the last time I was able to get a human on the phone or chat... usually I am stuck with waiting a week or more for someone that barely speaks English to gaslight me over email, which means I end up just having to find my own workaround for whatever problem we are having. I also really wish they would allow us to choose what credit card processor we want to work with. BlueFin is a nightmare and we can't take the risk of working with them (see BlueFin review of overcharging, refusing to close accounts, etc) - because that is the only option, we are having to use a completely different scheduling system so we can charge our cash pay patients. Again, they have been getting bad feedback on BlueFin for more than 5 years, and they just will not listen.

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

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.

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