# CharmHealth Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CharmHealth the right Physical Therapy 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 Tracy S Family Nurse PractitionerHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: More than 2 years. “Mistake after mistake from Charm's engineers resulted in over 3 months of severe disruption to my practice.“ November 3, 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 SC Sierra C. SLP Hospital & Health Care Used the software for: 1-2 years ### "Not for SLPs" March 21, 2025 2.0 Really could not wait to get a better software for SLPs. 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. Review Source Response from MedicalMine March 31, 2025 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 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 CR Christi R. COO Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great value for the price" September 8, 2022 5.0 Our practice partners want to practice medicine. They don't want to spend all their time on the computer. As a Telehealth focused practice we want the systems to ease our note taking burden and this EMR does that nicely. Pros CharmHealth has been a great find for our practice. The setup time was next to nothing and the ease at which our providers were able to learn the software was surprising. Cons The scheduling portion of the software is the one area I think the product owners at CharmHealth could really improve. The limitations are not insurmountable, but compared to the rest of the product, this area could use some updating. It isn't easy to set up block time and if you want the patients to be able to schedule the times at which the patients can see on the web are not customizable to the practice leaving very little options for the practice. I think this is the biggest opportunity Charm has for improvements. The other improvement suggestion comes in the way of being Telehealth focused. There are several areas in the product that still focus heavily on having an office (like uploading insurance cards), however, if we aren't in the office that becomes a challenge, Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing CharmHealth Functionality options, pricing, ease at entry, SaaS options 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 CM Cassandra M. Operations Manager Hospital & Health Care Used the software for: 2+ years ### "Long Term Charm User" August 24, 2024 5.0 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. Review Source DG Dawna G. Biller Mental Health Care Used the software for: 2+ years ### "Best in Class" August 24, 2024 5.0 I really like Charm Health. I feel like I’m becoming a pro for the office management side and for billing. Pros How easy I can get billing done for the practice. Cons I can’t get timely answers from support. When I do get an answer, it doesn’t help. 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 AA Asma A. Medical Director Medical Practice Used the software for: 1-2 years ### "Great EMR for small clinics" May 9, 2024 4.0 As a small practice, CharmHealth has been pivotal in our success as setting it up was fast and easy. Customer service is prompt and has solved my problem 100% of the time. They don't rip off or make you pay for unnecessary bells and whistles. Pros CharmHealth was very easy to set up and get started in terms of cost and customization. You can change things as you go and add on features the need arises. You don't need to pay for things you don't need. Customer service is easy to reach and responsive. Calendar and payment are built in, so you don't need different contracts/payments or programs to set up with and interface. Cons I wish the note was more customizable and labs autopopulated. I would love to use dot phrases because they are much faster than setting up then clicking through to get the right template. I wish I could design tables/flowsheets (ie to compare DXA over the years) that I could pull into the note. Reason for choosing CharmHealth It was the cheapest and offered the most customizable EMR. Review Source AA Amanda A. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Loaded with Features, Expands with Your Practice." February 4, 2022 5.0 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. 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. Review Source JA June A. Nurse Practitioner Medical Practice Used the software for: 6-12 months ### "Big issue with billing, very difficulty to get responds from the company." April 1, 2021 1.0 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 Switched from [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Lost encounter note randomly. Review Source JS Jonathon S. CEO Health, Wellness and Fitness Used the software for: 1-2 years ### "Cost-effective full-featured EHR" December 11, 2021 4.0 Pros For the price of the product, you receive a lot of features that are missing or outdated in other EHRs. The RCM team also can do a great job handling your claims. Cons Some of the features require you to exit your current window to add or find information and then return to the current window. This breaks the smooth workflow and adds some time to completing some of the encounters. Review Source TT Temperance T. CEO/Nurse Practitioner Medical Practice Used the software for: 1-2 years ### "Happy as I could be" September 11, 2022 4.0 I use charm to it's fullest extent. It has literally changed and helped my practice grow. They are always improving and making updates to the software and are good at listening to customers needs. Customer service could be faster but once you get up and running it is an excellent product. Pros Documentation & scheduling as well as inventory modules are critical to the success of my clinic and movement of patients through the day. Cons Customer service really could be a lot faster. It always takes at least 24 hours if not more for questions to be answered no matter how simple they are. Review Source AS Andrew S. Clinic Owner Hospital & Health Care Used the software for: 2+ years ### "Excellent all-in-one solution for management of Integrative Medical Practice" April 29, 2022 5.0 Pros The ability to customize and create many different templates and structure for our office, has allowed hour office to grow and thrive. Cons Occasional challenges with connectivity, but these are often short-lived. Review Source LB Lisa B. Owner FNP-C Medical Practice Used the software for: 6-12 months ### "Don't use RCM BILLING unless you have a lot of time to waste" August 27, 2021 2.0 BILLING sucked and minimal support. Pros ease of charting and similarity to EPic chart notes Cons BILLING and pre setting up for insurance Reason for choosing CharmHealth ease of charting system Review Source Shannon C. Acupuncturist Medical Practice Used the software for: 2+ years ### "A but challenging to learn initially, but am really enjoying it" November 20, 2017 5.0 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. 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 Talk to a Capterra advisor for free and get results within 15 minutes.