ChARM EHR Software

4.37 / 5 (42)

Our advisors have recommended this product 11 times in the last 30 days

About ChARM EHR


ChARM EHR is a cloud-based EHR, Practice Management and Medical Billing solution that helps healthcare organizations manage their business operations. Key features include document management, SOAP templates, e-Prescribing and clinical decision support.

The ChARM patient portal, is accessible as soon as the patient is registered. Patient waiting time gets reduced when they use the portal to request future appointments, share medical history documents, and complete pre-appointment paperwork. ChARM also offers a patient check-in kiosk application in which information is instantly transferred to the patient chart.

Other features available in ChARM EHR include an appointment scheduler, a medical billing application, secure physician messaging, and an inventory management module. It is HIPPA and HITECH Act compliant, as well as ONC-ATCB certified.

ChARM EHR is priced per patient encounter. ChARM EHR is hosted on the Zoho cloud which adheres to industry standards for security and privacy. Support is offered via email, phone and other online resources.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 2000

42 Reviews of ChARM EHR

Average User Ratings

Overall

4.37 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(22)

4 stars

(16)

3 stars

(2)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 42 reviews

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December 2018

Charles from Holistique Medical Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

Very solid value EMR

For us, it was a system that would be device agnostic. Charm works on any computer or mobile device with an HTML5 compliant browser.

Pros

Easy to get started. Has a very approachable user interface. Easy learning curve. Always improving. The company listens to customers and incorporates improvements based on feedback. Comparatively very inexpensive. Integrates with labs, erx solutions, and e-commerce solutions.

Cons

Customer Service is offshore and is not "real-time". But they do respond and are usually helpful. It is a trade-off for the pricing of the software. Some design issues in billing involving the integrated billing clearinghouse and downloading ERA's, and real-time eligibility verification requires a workaround to normal practices.

January 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

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

August 2018

Renee from Easton Neuropsychology

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

August 2018

Switched from Practice Fusion and Love this Full Feature EHR

We switched to Charm when Practice Fusion moved from their free model. Honestly, I like this software better. It is more customizable and has more included features. It runs fast, is always up, sends text appointment reminders for free and voice reminders for a low price. I probably trialed 20 EHR systems before deciding on this one, and for the features and price point, I couldn't beat it, particularly for a small practice with multiple part-time providers, where we really can't afford to pay high prices per month for provider. Charm charges you for the number of encounters your practice has, so it remains in line with your profits. We are a mental health practice, and while it's not geared specifically towards this, if you tweak the form templates just a little, it works just fine.

Pros

Very customizable, reasonably priced add on services, receipt printing and accounting, good email options, snotty to send patients custom forms with their initial appointment confirmation, easy repeating of medications/diagnoses/prior note, great price point.

Cons

Nothing really... Except that it's not going to help you very much with MIPS.

September 2017

Ashley from Health for Life Grand Rapids

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

2 of 5

Functionality

5 of 5

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!

July 2018

Jeremy from At Home Nutrition

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2018

Great for a small practice

I would highly recommend this to any small practice.

Pros

Easy to use. Devs are always adding features with the integrated fax being one of our favorites. Its easy to add new patients, upload files to their chart and utilize patient management.

Cons

There really isnt too much I dont like. I wasn't a fan of the new UI very much but they allowed users to revert back to the old. The newer UI does offer a pretty cool texting feature for users withing the practice.

November 2017

Shannon from Woodstock Natural Health Clinic

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2017

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

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

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.

November 2017

Chelsea from Fern Valley Natural Health

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

4 of 5

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.

September 2017

andrew from Sierra Stem Cell Institute

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2017

Excellent small practice EHR solution

Pros

Very intuitive and flexible. Lots of good options for electronic patient interaction. You can usually get someone on the phone to help with questions.

Cons

ePrescribing platform not yet approved in our state (nevada). It would be nice if patients could request their entire health record from within their PHR account, and have access to visit notes. I find the Chat feature intrusive and distracting and would like the option of having it disabled.

November 2016

Katrina from Our Healing Roots, LLC

Company Size: 1 employee


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2016

Excellent Choice My Small Practice

I started using ChARM EHR in my practice in July 2014 when I wanted to move away from paper charting. I had worked with hospital-based EHR systems in the past, and I am delighted to report that ChARM EHR has been far more reliable than the previous hospital-systems I used. I love the ability to fax and receive records directly from the system without having to print. Charting, uploading labs, uploading documents, and communicating securely with my clients has all worked well. There have been a few minor bugs along the way, but the company is very responsive to the support reports that I have sent and they are continually making improvements to the system that I love. Some of my clients have had difficulty accessing the online scheduling and filling out the online questionnaires, while most of my clients seem to use these functionalities with no issues at all.

Pros

Online faxing directly in the system
Customization of chart notes and labs
Ease of charting
Reliability
Ease of communicating with clients

November 2017

Catherine from Wellness Garden PLLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

3 of 5

November 2017

This is a misleading question. My experience of the software? My experience of this class?

Listed on previous page.

Pros

Fairly easy to use.

Cons

It has many billing limitations. As well, as far as being able to evaluate the company statistics there is no function along these lines. You cannot see daily totals anywhere.

July 2016

Barry from Healing Provisions


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

July 2016

Affordable All in One for Integrative Medicine!

Pros

I have been using Charm for my Integrative practice for over 4 years. They have been really responsive to customer needs and wants. It is very flexible and has many more options for supplementation and dietary recommendations then most other systems. This at a very reasonable price (based on volume) for what is included!

Cons

They are having some growing pains with customer service and some times do not get issues resolved until you get in touch with a senior representative.

September 2018

Carol from Sirius Medical Billing, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

September 2018

CHARM EHR makes billing easy

Charm has been effective in helping biller and provider to bill claims, recoup revenue and track unpaid balances fairly effectively.

Pros

Charm templates allow you to capture all the info on patient and insurance that you would need to bill for medical insurance. The ease of creating visits and moving them to Invoices for the biller to check and send is a time saver. Charm allows for data bases of insurances, cpt codes and DX codes that match your office practice. Charm allows me to stay in touch with my provider via their HIPAA compliant messaging service. s.

Cons

Charm does not allow for a batch statement feature. Invoices must be sent for each visit. This lack of process creates a very time consuming task for collections staff.
ERAS are not automatically downloaded to CHARM but must be created by a 3rd party clearinghouse and them upoladed.

November 2016

Monica from BowTie Medical

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2016

Charm EHR - what a gem of an EHR

What a relief to find an EHR that is easy to use, very adjustable and allows for a patient centered experience. All the other EHRs that I looked at put the biller first and the patient last. We take our patient care very seriously and wanted that to be the starting point in finding an EHR that worked for us. I found Charm on the web and for the first couple of weeks, we played with it looking for something that we didn't like about it. The only thing we don't really love about Charm is that each facility has it's own calendar - not a deal breaker. After that we jumped in with both feet. The price is good, the telehealth is fabulous and the billing and eRx were easy to get started. All in all, a real winner! I expect to be working in Charm for a long time.

Pros

It looks good, it works well and the price is right

Cons

Each facility has it's own calendar. It would be easier if the calendars could overlap. We have pracitioners that work in multiple facilities and it can be confusing to keep track of thier schedules.

March 2018

Robert from Legacy Medical Centers

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Functionality

5 of 5

March 2018

Functional, integrated, slightly time-consuming

Great program overall, maybe they will make it so there are less tabs and less clicks to get around. If you do not have a lot of visits per week this is a great value. It may also work if you are just starting up a practice, that way you don't have to agree to hundreds of dollars per month.

Pros

-Many features, comparable to any other program out there (e.g. syncs up with major laboratories)
-Cloud based
-Works with integrated MD/DC/PT offices, so you can have many types of providers
-Great ability to customize exam forms and notes

Cons

-You are charged by each patient encounter. This can be bad if you have a high number of low-fee visits (like ancillary services). This may make it difficult to estimate how much it costs per month
-Clicking on tabs takes up time. Some programs do a better job of integrating everything into one screen

January 2019

Antasia from Arizona Integrative Medical Solutions

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

January 2019

Charm is a breeze!

Pros

This product is so basic, yet so complex! All of the options available are amazing and are so simple to get to. Within two clicks, I am where I need to be in the software. All of the add-ons are great and are very specific to different types of practices and their needs.

Cons

Least liked thing, eh maybe the cost of adding each thing on - but again, they are worth it and they run a business too!

November 2016

Nicole from Anderson Natural Medicine

Company Size: 1 employee


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

3 of 5

November 2016

Good value for small medical office

I've been using Charm for about 1 year and am pretty pleased overall.

Pros

I like the options to customize some templates such. I don't use billing features but it's great that it's included.

Cons

You cannot enter information directly on an invoice. For example, if you want to add a product into an invoice or a service that is out of the ordinary or brand new, you cannot just enter it and have it remain on the invoice. Everything has to be entered in inventory before hand. This is sometimes too time consuming.
Some fields cannot be modified, like vaccines. Most patients do not know details, such as injection date. This if field is required so I enter visit date and then have to make other notes.

November 2017

Nena from ACH Hospitalists

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Best Small-Mid Size Practice EMR

Pros

All around excellent!!! Very easy to use! Has the same features as the "big" EMR companies and more! Easy to create templates and quick phrases. Integrates with e-prescribing, labs, and imaging centers. It's near perfect!

Cons

ICD 10 settings in the assessment section of the note are too restrictive. Difficult to find diagnoses at times if you do not type in the same first word.

November 2017

Justin from Revolutions Naturopathic

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2017

Easy to Use and Powerful Software

Pros

We selected Charm for the powerful charting interface. We have been able to move most all of our practice management functionality over to Charm and it keeps getting better.

Cons

Inventory management has been a challenge and multi-facility management is still a work in progress. Charm support is working hard to improve the product with customer functionality requests.

November 2017

Hrvoje from MS Center

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2017

I just love it

Pros

Price is really great and it is really good to use. We used practice fusion before but it's complicated.

Cons

inventory tracking and billing for medications we receive. And we cannot manage reports like on other EHR.

November 2016

Elizabeth from Elizabeth Guimont DC PC

Company Size: 1 employee


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2016

Why did I wait to so long to switch to Charm Tracker!

A colleague recommended Charm Tracker for my EHR needs, so I decided to check them out. I've been a client for about a year now. I have a small practice so cost was an issue - no problem. I don't have employees and would need to know how to run the program - no problem. I wanted to make sure it was HIPPA compliant and secure - no problem! I decided to try this EHR system as I was running out of space with filing. Not to mention the time to file away chart notes. When I do have to print off my chart notes - they look so professional. They assign you a consultant who will train you on how to use the program. I was able to design my own chart note system. My consultant has been faithful to check in with me on a regular basis, so I feel supported. It's been a win-win system for me.

Pros

1. cost - free to join & free to use up to 50 entries per month. And the cost afterwards is reasonable.
2. reduces paper & time - frees up space - my files were getting larger and taking up room. frees up my time away from filing
3. great training and good customer support
4. HIPPA compliant and secure in cyberspace