# CharmHealth Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CharmHealth the right Chiropractic solution for you? Explore 151 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/120340/ChARM-EHR/reviews --- CharmHealth 4.2 (151) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 2nd, 2026 # Reviews of CharmHealth Ease of use 4.3 Customer Service 3.8 ## Pros and Cons in Reviews YP Yatra P Student Nurse RPNHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “It is easily accessible for both healthcare practitioner and the patient while managing their privacy and security.“ November 26, 2025 DB Dr Aaron B Owner and DoctorAlternative Medicine, Self-employedUsed the software for: More than 2 years. “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.“ May 9, 2025 DH Daniel H PMHNPHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: Less than 6 months. “I like the appointment reminders feature and the integration ease for websites to enable self-booking for patients.“ October 30, 2024 YP Yatra P Student Nurse RPNHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “CharmHealth might lag few times during rush times and the customer service can take long to respond back.“ November 26, 2025 JK Jacob K AdministrationMedical Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “The software is reliable, the pricing is transparent, and the support team is responsive.“ March 1, 2026 MF Matilda F Office ManagerHospital & Health Care, 2 - 10 employeesUsed the software for: Less than 6 months. “Charm occasionally has small bugs, and the specific team assigned to resolve can sometimes take a while to respond to the inquiry. If their investigation doesn't find any issue, there isn't much follow up-- I wish that they would schedule a virtual screenshare to see the issue happen in real time and help resolve user issue.“ October 22, 2024 Becky A Physician, OwnerHealth, Wellness and Fitness, Self-employedUsed the software for: More than 2 years. “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.“ January 8, 2025 DB Dr Aaron B Owner and DoctorAlternative Medicine, Self-employedUsed the software for: More than 2 years. “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.“ May 9, 2025 ## Showing most helpful reviews Showing 1-25 of 151 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Julio A. Manager Medical Devices Used the software for: Less than 6 months ### "Charm for DME Billing " August 24, 2023 5.0 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 Reason for choosing CharmHealth Charm gave us the option to use Optum 360 for claim submission. It gave us more access to payers. Review Source KK Kelsey K. President , Naturopathic Physician Health, Wellness and Fitness Used the software for: 2+ years ### "Charm is the BEST" August 24, 2024 5.0 Great! The clinic workflows enhance patient care and efficiency in the office. Pros Charm is easy to use. The EHR supports clinic work flow. Cons We needed to customize reports and charm team was helpful Switched from [athenaOne](https://www.capterra.com/p/98735/athenaOne/) Charm is better! Other systems are very complicated and interrupt patient care. Review Source GJ Grant J. Operations Coordinator Hospital & Health Care Used the software for: 1-2 years ### "Charm Review" August 23, 2024 3.0 Overall the experience was all right. I have used better emr systems, but I have also used worse ones. Pros I liked the calendar. It made finding patients and daily appointments easy. I also enjoyed that you could filter it by location or provider to get the most use out of it. Cons I disliked that it did not integrate easily with some of the products that we used and we had to upload somethings by hand. Review Source AS Amelia S. Psych ARNP Hospital & Health Care Used the software for: I used a free trial ### "Charm is great! " August 24, 2024 5.0 Pros Free, good support, relatively user friendly, customizable Cons There is nothing specific I like least about CharmHealth Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/) Reason for choosing CharmHealth Recommended by numerous other psych providers, PCP I work with uses Charm Review Source SO Sarah O. Naturopathic Physician Health, Wellness and Fitness Used the software for: 1-2 years ### "Solid Option for Integrative Offices" May 27, 2025 4.0 Easy setup and customization, intuitive charting. I like that it is customizable for integrative medicine. 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). Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) FullScript integration was a plus for me Review Source SS Shaquita S. CEO Mental Health Care Used the software for: 6-12 months ### "Terrible customer service " August 7, 2024 1.0 I regret signing up. I signed up in February of 2024 and do not have all features activated that they have charged me for. They also charge a fee for PDMP and its free to access in my state. They also charge to send text reminders. Pros It is easy for my collaborating MD to sign my charts. Ability to have multiple locations. Cons The customer service sucks! It takes them forever to address tickets. The erx and EPCS set up has taken more than 4 months for me. I trialed another EHR and I was set to go in a week. They seem pretty nonchalant about ehr issues. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Unable to order lab and e-rx feature too expensive Review Source VR Verified Reviewer Owner Medical Practice Used the software for: 1-2 years ### "Great for small cash practices, not so great for busier practices" November 11, 2020 3.0 It is OK for clinics just starting out. Once you get beyond 2 patients an hour, it takes too long to chart and bill appropriately. Pros Great small all-around software that provides everything a small company needs. You can see a patient's financials from right within the chart, which is excellent. As well as their prior appointments. You can copy over phrases or entire notes from prior as well. e-scripts are easy, but do lack notifications. Scheduling is good. And, patient is able to book their appointments from your website. Cons Charting can be combersome. Our main issue is that the billing isn't robust enough. You have to use their system and their billers to get any benefit out of it. Alternatives considered [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing CharmHealth The look and feel, ease of use was great. Customer service is terrible. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) Jane didn't have insurance integration. Review Source Response from MedicalMine November 17, 2020 Dear Anonymous Reviewer- Thank you for your review. We would actually love to work with you on the issues you are having! Are you taking advantage of all the billing features? We also have billing support in case you'd like to bill on your own. If you email me at info@charmhealth.com with the Subject: Attn:Billing Help Needed-- I can help nail down the problem and suggest an appropriate solution for you. Thank you and hope to hear from you soon! MF Matilda F. Office Manager Hospital & Health Care Used the software for: Less than 6 months ### "An Excellent EMR System" October 22, 2024 5.0 Pros Charm is a user friendly, patient friendly, online EMR system. It has many different features that help to automate many tedious tasks and help take the burden off of smaller clinics/teams. We've had an excellent experience with claims and reimbursement working with their billers, RCM. Cons Charm occasionally has small bugs, and the specific team assigned to resolve can sometimes take a while to respond to the inquiry. If their investigation doesn't find any issue, there isn't much follow up-- I wish that they would schedule a virtual screenshare to see the issue happen in real time and help resolve user issue. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/) Review Source JW Julie W. Ops Manager Medical Practice Used the software for: 2+ years ### "Best Customer Service" August 24, 2024 4.0 I have had a very positive experience with Charm and they have been very receptive to our ideas for additions that have helped customize our charting. Pros They customer service and IT people are excellent. They take the time to listen, teach and resolve. Cons I feel like the analytics could be more robust and I have learned at Charmalot that it is being worked on. Reason for choosing CharmHealth Charm was able to help us customize our charting to accomodate our specialty and integrate our scales. Review Source AS Addie S. Office Manager Mental Health Care Used the software for: 1-2 years ### "Overall Positive, could use some improvements" October 28, 2024 4.0 Pros For the most part, Charm is user-friendly and easy to navigate. They have lots of settings to help customize your setup, and it has worked well for both the providers and administrators in our practice. Cons Messages are not searchable, so old messages among members get easily lost. The invoices tab in the billing page should allow more space for billing-related notes for each patient. Review Source DH Daniel H. PMHNP Health, Wellness and Fitness Used the software for: Less than 6 months ### "Good product" October 30, 2024 4.0 Good, overall. Support team were good and the platform is pretty easy to use. 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. Review Source SA Sandra A. Office Manager Hospital & Health Care Used the software for: 6-12 months ### "Impressive and sustainable " August 23, 2024 4.0 Pros Access to analytics and metrics promotes realtime awareness Cons Print size is too small where the catogorized menus are Review Source AF Autumn F. Naturopathic physician Alternative Medicine Used the software for: 2+ years ### "Charm EHR for a naturopathic medical practice" October 31, 2023 5.0 Charm offers many features that other EHR programs do not not. The cost is low for getting started which has been extremely helpful for me. As I scale my practice, I have been able to add in features as needed (and when I can afford it). Pros I like the ease of customizability. The support team is very helpful. Cons The e-prescribe feature is a challenge for prescribing compounded formulas. Reason for choosing CharmHealth Adaptability, customizability, availability of support team, and cost. Review Source CR Christina R. Owner Health, Wellness and Fitness Used the software for: 2+ years ### "Affordable option " August 30, 2023 4.0 Pros This is the most affordable option out there and really provides you the option to grow. If you are a new practice and don't need a lot of bells and whistles, then this is a great option. Fancier features cost more. Cons My main gripe was with the online booking. There was no way to customize menus or offer links for one service so the patient is presented with every service available for online booking in alphabetical order. No way to change the order unless you get creative with naming of services. There is also only one option for integrated payment processing which was not good for me, especially since that company took 6 months to respond to me about opening an account. Reason for choosing CharmHealth Cost. Review Source VR Verified Reviewer Medical Doctor Hospital & Health Care Used the software for: Less than 6 months ### "Get ready for problems" September 6, 2023 1.0 They made me hate them. Pros price and the fact you can add what you need and not pay for what you don't need. Cons terrible directions and nice support, but ineffective. Reason for choosing CharmHealth price Review Source AB Avanti B. PMHNP Mental Health Care Used the software for: 6-12 months ### "Charm review" June 14, 2023 5.0 Pros automation! Cons paying extra for different features and every little thing Alternatives considered [ICANotes](https://www.capterra.com/p/17102/ICANotes/) Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) no automation Review Source MW Mignon W. Pysician Health, Wellness and Fitness Used the software for: 6-12 months ### "Customizable, Affordable, but Customer Service may take DAYS!" December 1, 2021 5.0 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. 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. Review Source VR Verified Reviewer Five Element Acupuncturist Medical Practice Used the software for: 2+ years ### "For a small medical practice it's a good investement" January 18, 2019 5.0 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 Review Source AA Amber A. Physician Hospital & Health Care Used the software for: Less than 6 months ### "Psychiatry solo practice " September 10, 2022 5.0 Overall I love the software. It’s inexpensive and works better than something I used that was significantly more expensive. My patients love it and it’s easy to use from a computer, tablet, or phone. Pros The patient facing side of the software is so easy to use. My patients love it. I switched from another software and I’ve only had positive feedback. The portal, payment, and schedule are all very easy to use. Cons Charting is not as cohesive as I would like. Importing lab results, sorting the notes, and changing some of the format are a hassle. Review Source SF Stephanie F. Office manager Alternative Medicine Used the software for: 2+ years ### "Ease of use and comprehensiveness" December 15, 2019 5.0 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. Review Source LM Latasha M. PMHNP-BC Mental Health Care Used the software for: I used a free trial ### "Poor Customer Support/No support Team" March 12, 2024 5.0 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 Review Source VR Verified Reviewer Optometrist Health, Wellness and Fitness Used the software for: Less than 6 months ### "Tricky to setup but once it's going it's great. " March 27, 2023 5.0 I was using a different eRx company who suddenly hiked their fees by a huge amount. Charm is free for the first 50 erx's per month, and I don't expect to do more than that. Pros Very easy to use, autofills most fields, easy to search on pharmacies and enter patient demographics. Cons Was very tricky to set up, had to verify my credentials using my credit agency report, and ran into a few glitches with the Charm software which had to be fixed by tech support who is very slow to get back to me as in about a week between emails. So it took about a month to get it up and running. Review Source SH Susan H. physician Medical Practice Used the software for: Less than 6 months ### "Charm EHR for Psychiatric Private Practice" December 21, 2020 5.0 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! 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. Reason for choosing CharmHealth Based on the recommendations of my peers that Charm was better Review Source VV Valerie V. Practice Administrator Medical Practice Used the software for: 6-12 months ### "Charm is GREAT!" April 12, 2022 5.0 Wonderful! 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. Review Source Nena L. Nurse Practitioner/Regional Administrator Used the software for: 6-12 months ### "Best Small-Mid Size Practice EMR" November 20, 2017 5.0 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. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.