All CharmHealth Reviews

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Anonymous

2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 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

Sara

Health, Wellness and Fitness, 1 employee

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 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.

Reason for choosing CharmHealth

ChARM was the most inclusive program I could find along with a great price for a solo practice and ease of use.

Reasons for switching to CharmHealth

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

June

Medical Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2021

Big issue with billing, very difficulty to get responds from the company.

EHR was OK. Billing related is nightmare. Poor responds from certain people from company!

PROS

It looks clean, modern looking, more user friendly than my previous one.

CONS

Billing and customer service is a nightmare. I started using Charm Billing back to October 2020. I got a zoom training for about an hour or two, during the training, there was one or two insurance was put into the system. After that, I was told to do it myself. However, I could not login for a long time. Finally, I had to set up another login in order to get into the right place. Until March 2021, I finally was told that the first ERA from the first enrolled insurance company would sync data with CharmEHR. It has been 5 months for one thing to work. Even today, April 1, 2021, I still not get ERA for every insurance enrolled. I has been contacting optum and Charm for discount for the time that billing not totally function. So far, Optum told me it is Charm's issue, and Charm just not respond to this request at all!! When I contacted customer service for anyone who can handle this case, the only thing I got was "sorry", and then no more after, the chat was terminated. Not accurate patient's due and reports No emergency help! For customer service, yes, you can email or chat with someone. For email, sometimes take a day or two to get a reply, sometimes take several days to get a reply, not reliable. One day, I found that it took forever to open Charm website on Chrome, but my assistant who use Safari seemed OK. So I switched to Safari for a couple of days. Speed was OK after switch, however, when I edit patient's info, when update phone number, not working. So I switched back

Reasons for switching to CharmHealth

Lost encounter note randomly.

Matthew

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 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.

Reasons for switching to CharmHealth

Was no longer free - software had limited flexibility.

Phyllis

Medical Practice, 2-10 employees

Used less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 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.

Reason for choosing 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.

Reasons for switching to CharmHealth

Not cost effective

Emily

Medical Practice, 1 employee

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 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!

Reason for choosing 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.

Aaron

Medical Practice, 2-10 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Easy to use, complete package

I've been a happy user of the software for over two years and it has helped me be faster and more efficient with my note taking and patient tracking than most of the other EHR software I looked into.

PROS

Simple and easy to train new employees on. Efficiently handles scheduling, notes, insurance, payments, and ability to get analytics out of software is also nice.

CONS

Applying payments when paying multiple invoices at once is slower than making and applying payments to one invoice which is automatic and very efficient.

Reason for choosing CharmHealth

Way better features, easier to use, less complicated to train people, everything integrated.

Lisa

Medical Practice, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2020

ChARM review

Now that I am starting to put all my intake forms, questionnaires, etc. into ChARM, I find it much easier to get a patient set up. I love having easy access to all the patient info, also. I can't wait to get all my inventory and such into the program. What a huge time-saver it will be!

PROS

This software is robust, professional, and grows right along with my practice. I am using it more and more. I have had a difficult time transitioning from paper charting, but ChARM is beginning to win me over! It is an incredible value.

CONS

the ability to chat online with someone in real time when I need help. I like that I can FB message, but having a speedier reply than an hour or two, would be cool.

Reason for choosing CharmHealth

Ease of use, word of other practitioners, professional but economical, level of product support

Ashley

Mental Health Care, 2-10 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

Reviewed September 2017

Well Organized

PROS

Our office has used Charm EHR for a couple years now. Out of all the other medical management software that we have used, we definitely like this one the best. It is very well organized, and easy to use (both for practitioners and patients)

CONS

When issues arise either for practitioners or patients, it is difficult to get the issue resolved with customer service. For example, there is a limit on the amount of messages that a patient may send to their provider, which in general is a great rule. However, the message limit is supposed to reset after each visit, and often times, it does not. Patients often get quite frustrated over not being able to reach out to their doctor, and it creates more hassle for the office as well. If there is a way this can be altered/fixed, that would be wonderful!

User Profile

Chelsea

Verified reviewer

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 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.

Shawn

Hospital & Health Care, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 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.

Stephanie

Alternative Medicine, 11-50 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2019

Ease of use and comprehensiveness

Overall I am very pleased with charm. It is ease to use, offers lots of reports and analytics, and everything is contained.

PROS

I love that everything (records, charting, scheduling, communication within office and with patients, billing, supplement inventory) is all contained within charm.

CONS

Inactive patients are treated no differently from active patients. Once inactivated, a patient shouldn't be able to have an invoice or encounter created. Inability to relabel or change dates. Searching is also a challenge. If there were a way to have a search bar that searched the entire patient chart (messages, tasks and comments, quick notes, encounters, labs, documents), that would be extremely helpful.

Reason for choosing CharmHealth

Functionality, comprehensiveness, ease of use for doctors, and the extensive customizability.

Lisa

Health, Wellness and Fitness, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2021

Best EHR I've used

ChARM has been a great experience, with integrated billing, inventory, practice management, and patient scheduling.

PROS

I've used several EHR and PM systems in the past and wasn't impressed until I tried Charm. It has all of the features that we need integrated into one very intuitive system.

CONS

There are some bugs when new features are released, but they are quickly remedied.

Reason for choosing CharmHealth

ChARM integrates all of the features that we use, and they are open to new ideas and feedback. They also are quick to update and integrate new features.

Reasons for switching to CharmHealth

Practice Fusion is a very limited system and wasn't working for our office anymore.

Kate

Hospital & Health Care, 2-10 employees

Used daily for less than 12 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 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

Medical Practice, 2-10 employees

Used daily for more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT