---
title: "CharmHealth Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of CharmHealth. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if CharmHealth is a good fit for you!"
source_url: "https://www.softwareadvice.com/medical/charmehr-profile/reviews/"
page_type: "reviews"
language: "en"
---

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CharmHealth Reviews

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# CharmHealth User Reviews

## Reviews summary

- Overall rating: 4.2/5
- Total reviews: 153

### Secondary ratings

- Ease of use: 4.3/5
- Customer support: 3.7/5
- Value for money: 4.4/5
- Functionality: 4.1/5

### Rating distribution

- 5 stars: 85 reviews (56%)
- 4 stars: 40 reviews (26%)
- 3 stars: 12 reviews (8%)
- 2 stars: 6 reviews (4%)
- 1 star: 10 reviews (7%)

### Most mentioned pros

- The patient portal is a huge plus, allowing for easy communication and document sharing, which has significantly improved our practice's efficiency and patient engagement.
- The interface is incredibly intuitive and makes managing patient charts and scheduling seamless.
- They have lots of settings to help customize your setup, and it has worked well for both the providers and administrators in our practice.

### Most mentioned cons

- However, system slowdown is a problem that i have faced a few times. When i try to load big files and charts the system starts lagging which is quite frustrating.
- 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.
- Charm use to be good but they really gone downhill and now also the most expensive for absolutely no reason because the features and customer service are sub par.

## CharmHealth customer reviews

Showing reviews 1-25 of 153 (page 1).

### Charm EHR is an excellent choice

- Overall rating: 5/5
- Reviewer: Laura D.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: June 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Very positive overall. Since I first started using years ago, they continue to make positive improvements.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

All the integrations within the EHR that are available to help streamline workflow. Ease of use and setup.

#### Cons

It seems that patients cannot view their whole patient summary, only part of it. If patient is uploading documents, should be able to do without hitting ok to share.

#### Reasons for choosing CharmHealth

Functions, price, eprescribing, efaxing, HIPPA compliant Zoom, payment processor integration, able to get setup quickly.

---

### CharmHealth - One stop for all your medical needs.

- Overall rating: 5/5
- Reviewer: Yatra P.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 501-1000 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: November 2025
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

CharmHealth is easy to use for small to medium clinics. It has very simple layouts which are easy to learn and understand. It is reliable when it comer to privacy as all the information is stored safely. As a student nurse i believe that patient privacy is very crucial and should be always maintained. Patient management through health history, reports, notes, summary, prescriptions are easy to add and update in CharmHealth. Patient portal is also very simple which helps them to access their own record easily. Staff can make, cancel and move appointments easily with just few clicks. While patient can also book their appointments online which helps to manage time.

#### Cons

However, system slowdown is a problem that i have faced a few times. When i try to load big files and charts the system starts lagging which is quite frustrating. This problem can cause problem in big clinics when there is a rush time. Customer support help also can be better. As the support system takes a long time to reply sometimes. Moreover, CharmHealth is cheap but if the clinic requires more feature to enhance the platform it can become costly.

---

### Speech Pathology use of ChARM EHR

- Overall rating: 5/5
- Reviewer: Patricia K.
- Verified reviewer: Yes
- Industry: E-Learning
- Company size: Self-Employed
- Product usage: Used weekly for less than 2 years
- Reviewed: July 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

The best feature of this system is that it is HIPPA compliant, which is an absolute must for using this for teletherapy for speech and language. It is reliable and does not have any glitches that I can see. It is easy to switch from a full screen that you can pull up other language apps. It also has a great white board.

#### Cons

I think the use of the white board could be expanded.

#### 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.

---

### Terrible experience

- Overall rating: 1/5
- Reviewer: Dr. Radha S.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: July 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 1/5

#### Pros

It’s a very basic ehr system. You have to pay for every single add on like electronic lab ordering and prescription ordering and texts.

#### Cons

If you ever need customer service, charm is the worst ehr system I have ever had experience with in my life. They took my money and for 3 months for a migration, then proceeded to ignore me and then eventually told me it’s not their problem that the work hasn’t gotten done. They also did not give me a status or any semblance of why the work I paid for hadn’t been done. I switched ehr system and it’s way better. Charm use to be good but they really gone downhill and now also the most expensive for absolutely no reason because the features and customer service are sub par.

---

### User-Friendly

- Overall rating: 5/5
- Reviewer: Jacob K.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: March 2026
- Review source details: This review was submitted organically. No incentive was offered

My experience with CharmHealth has been excellent. It has streamlined our workflow and reduced the time spent on administrative tasks. The software is reliable, the pricing is transparent, and the support team is responsive. It’s a powerful tool that grows with your practice.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The interface is incredibly intuitive and makes managing patient charts and scheduling seamless. I love that it is a comprehensive, all-in-one cloud-based solution. The patient portal is a huge plus, allowing for easy communication and document sharing, which has significantly improved our practice's efficiency and patient engagement.

#### Cons

The platform is so feature-rich that it can feel a bit overwhelming at the very beginning. While the customization options are a strength, they do require some initial time to set up exactly how you want them. However, once the initial configuration is done, it runs very smoothly.

---

### Pay more for a better EMR

- Overall rating: 1/5
- Reviewer: Ashley W.
- Verified reviewer: Yes
- Industry: Alternative Medicine
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2025
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 1/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 1/5

#### Pros

price is great compared to other EMRs but you get what you pay for..

#### Cons

Customer service is practically non existent. IF you need them and call they 10/10 times can't help and will tell you to email support which takes 24-48 hrs for a response. I have been locked out without access and noone could fix for several days.

#### 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

---

### Great when it works

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: January 2025
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 1/5
- Functionality: 4/5

#### 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.

---

### WARNING- ineffective computed engineering support if an issue arises!

- Overall rating: 2/5
- Reviewer: Tracy S.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2025
- Review source details: This review was submitted organically. No incentive was offered

Used Charm x 8 years- overall ok unless support is needed for an issue. Support w/ answering the phone and talking to an agent is offered but they often cant fix the issue, need an engineer, and this is where the breakdown occurs. Past 3 months controlled eRX issue on back end. Charm not fixing effectively. I would not recommend this. I would chose a different platform if I was starting over. I will update this if they correct the issue and provide fair response/compensation to the 3 months of disrupted service and hours of time I have spent reaching out for support.

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 2/5
- Customer support: 1/5
- Functionality: 1/5

#### Pros

Charged per note rather than monthly. Able to customize the appointment note, store documents to send to patients.

#### Cons

Electronic controlled substance prescribing did not renew properly. Support completely ineffective. I have spend the past 3 months calling, emailing, chatting w/ AI- hours of communication to get this resolved. Mistake after mistake from Charm's engineers resulted in over 3 months of severe disruption to my practice. Ignoring requests, not emailing or calling back when I was told they would and still no appropriate response to the 3 months of disrupted service. No accountability, responsibility.

#### Reasons for choosing CharmHealth

cheaper and seemed effective for my needs

---

### Used to be better!

- Overall rating: 2/5
- Reviewer: Dr Aaron B.
- Verified reviewer: Yes
- Industry: Alternative Medicine
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: May 2025
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 2/5
- Customer support: 1/5
- Functionality: 3/5

#### Pros

I used to like the product a lot more than recently. Liked the online scheduling until they had issues with their capcha constantly causing problems for patients attempting to book so they now call the office which is exactly opposite of what we want out of online scheduling.

#### Cons

Customer support is terrible. Based out of India and takes more than 3 days to get help. Then the responses are mildly helpful at best and do nothing to actively fix your issues. Even when speaking with a supervisor about my login issues recently they showed zero concern about how it affected my practice and didn't seem to want me as a client at all.

#### 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

---

### Not for SLPs

- Overall rating: 2/5
- Reviewer: Sierra C.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: March 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Really could not wait to get a better software for SLPs.

#### Ratings breakdown

- Ease of use: 2/5
- Customer support: 3/5
- Functionality: 2/5

#### Pros

Fully customizable templates for evaluations and therapy. It does have a ton of analytics which was nice.

#### Cons

Not streamlined at all as far as client flow goes, not created for therapists, the documents had odd subsections that you could not change. All of the options in settings for the EMR were heavily MD/PCP focused, not SLP.

#### Vendor response

Hi Sierra, Thank you for taking the time to share your thoughts! We really appreciate your compliments on the customizable templates and analytics—our goal is to provide powerful tools that support clinicians in their work. We understand that a seamless client flow and SLP-focused features are important. While our EMR settings currently cater to a broad range of providers, we’re always looking for ways to improve and better serve specialists like SLPs. If there are specific features or adjustments that would enhance your experience, we’d be happy to hear more! Thanks again for your feedback—we truly value it! Best, Ranjani Rangan - Customer and Partner Communications

Replied March 2025

---

### Solid Option for Integrative Offices

- Overall rating: 4/5
- Reviewer: Sarah O.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: May 2025
- Review source details: This review was submitted organically. No incentive was offered

Easy setup and customization, intuitive charting. I like that it is customizable for integrative medicine.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Easy to use and customize, love the integration with FullScript. In theory, I also love the integration with Quest labs.

#### Cons

Having trouble with Quest integration that no one can help me troubleshoot, the telemed provider is expensive and not reliable (connection is never stable).

#### Reasons for switching to CharmHealth

FullScript integration was a plus for me

---

### Good product

- Overall rating: 4/5
- Reviewer: Daniel H.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: October 2024
- Review source details: This review was submitted organically. No incentive was offered

Good, overall. Support team were good and the platform is pretty easy to use.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 5/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

I like the appointment reminders feature and the integration ease for websites to enable self-booking for patients.

#### Cons

No ability to line graph GAD-7 or PHQ-9, which is obnoxious.

---

### Sears Family Pediatrics

- Overall rating: 5/5
- Reviewer: candace n.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: May 2024
- Review source details: This review was submitted organically. No incentive was offered

I have been very pleased. The system has never been down. I always have access to reports and up to date billing records. The patients find the system easy to navigate and rarely do we have a patient complain they can't figure out how to get in the system.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The easy navigation of the entire system.

#### Cons

Sometimes I wish we could pick up the phone and call our billers. As they are outsourced to India we wait 24-48 hours for a response.

#### Reasons for switching to CharmHealth

We needed to go electronic record keeping. Another doctor recommended Charm. We searched two other companies as well, but really liked the ease of the Charm system.

---

### Loaded with Features, Expands with Your Practice.

- Overall rating: 5/5
- Reviewer: Amanda A.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: February 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall, I'd definitely recommend this to small practices looking for a work horse to help them streamline their practice. It's a bit tricky to use initially, but it's well worth figuring it out. They are also constantly updating and adding features to make my life easier.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I have been using Charm for almost 2 years now, and once you get it set up right, it generally saves me a lot of time. I'm a solo practitioner, so having all of the integrated features is a game changer for me. It meets HIPAA guidelines, generates personalized templates for supplement protocols, has templates for visit types/different charts, and it is free until you have over 50 clients regularly coming in monthly.

#### Cons

It has a steep learning curve initially, but it's easy to pick up by watching a few videos. Customer service is also great about getting back to you in a couple of days about any of your concerns or feedback.

---

### Long Term Charm User

- Overall rating: 5/5
- Reviewer: Cassandra M.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: August 2024
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I enjoy being able to have access to multiple facilities, and the ability to customize appointments, encounters, and pt portal/demographics. Charm is also very user friendly.

#### Cons

We are a high volume clinic, needing a more personalized scheduling system. Ex: Max patients scheduled at one time, staff break time block offs where no one can be booked, switching patients to each facility from their appointments page.

---

### Love my EHR

- Overall rating: 5/5
- Reviewer: Nerissa B.
- Verified reviewer: Yes
- Industry: Mental Health Care
- Company size: Self-Employed
- Product usage: Used daily for less than 2 years
- Reviewed: March 2021
- Review source details: This review was submitted organically. No incentive was offered

CHARM has made my life so stress free. I love it and even my families love it. They love the portal and the ease of using it. When COVID hit, I was able to transition seamlessly to Telehealth. The fact that the organization even offered it free for several months to encourage users to use Telehealth was amazing. I highly recommend this product and have told others about it because it is so easy to use!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

What I love about CHARM is that it is user friendly. I have my own part time private practice and I knew I needed something that I could get up and running quickly, keep me organized and compliant. CHARM is the answer! I never loved EHR systems before I found CHARM. Having tried other packages when I was in academia, everyone gripes about EMR systems. But CHARM "works like a charm!" I could make my templates by dragging and dropping easily, I could make changes if needed easily. I uploaded all my blog handouts to then quickly put in patient portals. SO easy to use! I love the quick text feature. I love the auto populate feature too!

#### Cons

The only thing are these: 1) in the event that I have a patient whose parents are divorced, they both want and need access to me to send me updates. The portal right now can only accommodate ONE user log on. Sometimes divorced parents do not want to share--which is understandable. 2) Support is not instantaneous. They have a chat but someone is not necessarily on there 24/7 to answer and provide support in real time. I had two instances where I could not get logged in right before a clinic day. Luckily it was fixed in 20 minutes but again It would have been nice to have someone right there responding to my urgent messages knowing it would be handled.

---

### Charm review

- Overall rating: 5/5
- Reviewer: Avanti B.
- Verified reviewer: Yes
- Industry: Mental Health Care
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: June 2023
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 2/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

automation!

#### Cons

paying extra for different features and every little thing

#### Reasons for switching to CharmHealth

no automation

---

### Customizable, Affordable, but Customer Service may take DAYS!

- Overall rating: 5/5
- Reviewer: Mignon W.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: December 2021
- Review source details: This review was submitted organically. No incentive was offered

Outside of issues with electronic prescribing and customer support- which are SIGNIFICANT!, the EHR is otherwise almost perfect for my clinic. I am hoping they can figure our a more robust customer service, or better train their frontline employees to really make this a 5 star EHR.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 1/5
- Functionality: 5/5

#### Pros

Easy to use and get started. Customizable templates and a library of emails, consents, visit templates, etc are available to use from day one.

#### Cons

Customer service by phone is not available 24/7 as advertised. The support by phone is not knowledgeable to help on most issues, and frequently I have to figure the issue out myself. There can be a 2-3 day delay waiting to have your issue resolved from India. For some issues that's okay, but several times not my electronic prescribing has been offline for more than 2 days with patients suffering tremendously as a result, especially when it comes to pain management- even with my cancer patients. No rush or expedited service. Definitely almost kills the deal for me. This aspect in particular creates major ripples and has probably cost me 3 patients (roughly $6000 in income plus whatever bad reviews I get based on not being able to help them in a timely fashion). I have used 2 other prime time EHRs and never experienced such unacceptable support delays.

---

### For a small medical practice it's a good investement

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Having the billing and collections reports intergated to the EHR makes a huge positive differnece, and the price is very reasonable to services rendered.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### 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

---

### Don't use RCM BILLING unless you have a lot of time to waste

- Overall rating: 2/5
- Reviewer: Lisa B.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2021
- Review source details: This review was submitted organically. No incentive was offered

BILLING sucked and minimal support.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 2/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

ease of charting and similarity to EPic chart notes

#### Cons

BILLING and pre setting up for insurance

#### Reasons for choosing CharmHealth

ease of charting system

#### Reasons for switching to CharmHealth

ease of charting

---

### A but challenging to learn initially, but am really enjoying it

- Overall rating: 5/5
- Reviewer: Shannon C.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2017
- Review source details: This review was submitted organically. No incentive was offered

ease of access, secure, easy to review charts, HIPAA compliant

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

I love having integrated labs, scheduling, chart notes and billing-- having everything in one place is very helpful and convenient. I also like having HIPAA compliant messaging, and an iphone feature where I can see my schedule and treatment rwequests.

#### Cons

the iphone app is a bit clunky and if a patient emails with a questions I can't access their chart.

---

### Poor Customer Support/No support Team

- Overall rating: 5/5
- Reviewer: Latasha M.
- Verified reviewer: Yes
- Industry: Mental Health Care
- Company size: Self-Employed
- Product usage: Used daily for free trial
- Reviewed: March 2024
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 1/5
- Functionality: 5/5

#### Pros

Great EHR system with good potential that includes most things needed to chart daily.

#### Cons

There is no support setting this system up for daily workflows. They send you videos and set you free on your own. I called for assistance with front end set up and the rep fast talked me, told me he emailed videos, and hung up in my face as I was asking another question. My concern is who helps if someone is having trouble shooting issues? Very poor customer service, in fact, No customer service

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### CharmHealth

- Overall rating: 4/5
- Reviewer: Feras G.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: April 2022
- Review source details: This review was submitted organically. No incentive was offered

Overall, I have been pleased with CharmHealth. I have had to create my own reports, 3-4 in order to generate the data that I need. However, the team is always helpful and the RCM team is the best team we have ever used in Revenue Management.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

CharmHealth is an easy to use and adaptable EMR for any practice. It is user friendly and produces reports that allow Practice Admin view the operational success of the practice.

#### Cons

Data reporting capabilities, Interaction with patients with Data, Text messaging limitations, ability to custom create more unique practice templates outside of dropdown options etc.

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### Charm EHR for Psychiatric Private Practice

- Overall rating: 5/5
- Reviewer: Susan H.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: December 2020
- Review source details: This review was submitted organically. No incentive was offered

Overall, I am very pleased and feel excited to start to use even more features that I am using right now. I would recommend Charm to anyone starting in private practice in psychiatry. I am very grateful I found Charm!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I have found Charm quite straightforward for writing notes and managing patients's charts. I moved to Charm from 11 years of paper charts and was certainly nervous to move to an electronic record. I heard from a colleague that Charm had fabulous customer support and that is what made me give it a try. I absolutely can say that I have gotten excellent customer support from Charm. I feel that I still have a lot of functionality of Charm to understand better but what I am using right now meets my needs and I am sure that as I explore more of what Charm has to offer as an EMR my practice will get even more efficient. I went from being scared to start an EMR to excited to have one in 3 weeks with the excellent support. That is pretty awesome!

#### Cons

I really can't say yet what I don't like about Charm because I have not fully started working with all that charm offers. It's a little overwhelming to get started but I feel Charm support staff helped me through that.

#### Reasons for choosing CharmHealth

Based on the recommendations of my peers that Charm was better

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### Charm is GREAT!

- Overall rating: 5/5
- Reviewer: Valerie V.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2022
- Review source details: This review was submitted organically. No incentive was offered

Wonderful!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Love how user friendly it is! Only takes a few hours to train new employees versus days. Lots of easy access features, love how you can access patient charts at any screen, etc, Support is very helpful and timely in responding!

#### Cons

That canceled appointments stay on schedule if cancelled at last minute.

## More reviews

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CharmHealth Reviews, Pros and Cons - 2026 Software Advice