# Page 5 | CharmHealth Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 # Page 5 - Reviews of CharmHealth ## Showing most helpful reviews Showing 101-125 of 151 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LH Lonna H. Director of Wellness Health, Wellness and Fitness Used the software for: 6-12 months ### "Excellent EMR for Internal and External Efficiency" September 21, 2020 5.0 This is been the very best experience across my work with this current business enterprise, and my past extensive experience in other industries. The software is excellent and the support teams are always responsive and willing to go the extra mile Pros This software is totally intuitive with seamless integration into many other programs Cons I really can't think of anything that we disliked Reason for choosing CharmHealth Much easier to implement, onboard staff at all levels Review Source ZW Zak W. Owner Design Used the software for: Less than 6 months ### "ChARM Implementation" December 15, 2019 4.0 ChARM allows me to easily configure and evaluate practice configurations with Practioners and staff. This allows me to prepare and train to our practice's unique work flows and scenarios. I am looking forward to completing the roll out and feel confident that the ChARM team will ensure that we are fully implemented on time. Pros ChARM provides multiple support channels offering comprehensive onboarding and post-implementation support. I rely on their knowledgebase and experienced team to quickly review configurations and support tuning for our unique work flows. Cons ChARM is a rich, comprehensive practice management platform. As the implementation lead, I did not in nitially integrate the (available) e ChARM resources into our team. Reason for choosing CharmHealth I chose ChARM based on recommendations from several existing users followed by review of their o -boarding and post-implementation services. Review Source CL Carol L. biller Medical Practice Used the software for: Less than 6 months ### "CHARM EHR makes billing easy" September 25, 2018 5.0 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. Review Source AS Aaron S. clinic Director Alternative Medicine Used the software for: 2+ years ### "No real customer support. " December 11, 2018 2.0 Liked there soft ware in general Pros I like there software in general, scheduling and itemizing unique purchases and price. This is all good if they had customer service. Cons Lack of support or none.. We needed help with the Faxes stopped working and tried calling and just left message. Days later no response, so we had to use another company for faxes. Review Source MS Megan S. Owner Alternative Medicine Used the software for: 2+ years ### "Amazing versatile product" December 14, 2019 5.0 Efficient, easy and versatile. Perfect for small to medium companies. Pros Highly customizable and scaling prices. Cons None love everything. Review Source Dr. Denise C T. Licensed Acupuncturist, Managing Principal Medical Practice Used the software for: Less than 6 months ### "Charm EHR has made managing our acupuncture practice more efficient and easier." December 5, 2017 5.0 Improved chart notes and billing. Pros We run a group practice so it is great to be able to maintain standard notes and process a chart from registration to billing with ease. The integrated clearinghouse is simple to process claims and the chart notes are customizable. Cons The mobile apps features need to match the desktop version especially with integrating scheduling with chart notes and annotated images. Review Source UF Ujala F. MD Hospital & Health Care Used the software for: Less than 6 months ### "Best EMR I have used so far" October 27, 2021 5.0 Love it! Pros easy to learn, customizable, able to connect appointment requests to website, telehealth feature is seamless Cons I wish the prescription software was better. Charm should consider building their own instead of using sure scripts. Billing is a little complicated but Charm gave me free training and it helped a lot Review Source aW andrew W. Physician Used the software for: 1-2 years ### "Excellent small practice EHR solution" September 29, 2017 4.0 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. Review Source PS Peggy S. Owner & provider Hospital & Health Care Used the software for: Less than 6 months ### "ChARMed" December 15, 2019 4.0 Getting all of billing services set up - just need the equipment and a little more time to implement this component. Pros Flexible program, HIPAA & HITECH compliant. Superb support staff! Cons More resources for therapy providers would be helpful. Alternatives considered [ClinicSource](https://www.capterra.com/p/109730/ClinicSource/)[Practice Perfect EMR](https://www.capterra.com/p/122031/PracticePerfect/)[TheraOffice](https://www.capterra.com/p/92918/TheraOffice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[InsightEMR](https://www.capterra.com/p/109728/InsightEMR/) Reason for choosing CharmHealth Security & economy, plus scaled addition of other embedded services. Switched from [WebPT](https://www.capterra.com/p/92920/WebPT/) Flexible & secure program with ChARM. Review Source CF Catherine F. Dr. Alternative Medicine Used the software for: 2+ years ### "This is a misleading question. My experience of the software? My experience of this class?" November 5, 2017 4.0 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. Review Source ML Monica L. Practice Manager Medical Practice Used the software for: Less than 6 months ### "Charm EHR - what a gem of an EHR" November 21, 2016 5.0 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. Review Source TP Tarak P. MD Health, Wellness and Fitness Used the software for: 6-12 months ### "Thoughtful design " October 23, 2020 5.0 As a former internet software engineer, I have high standard, which CHARM meets. Pros It allows you to explain services with addons as you grown your practice. Fully web based, and highly available and reliable. Cons A full featured app would be nice, they have support for certain addon services, but nothing fully enabled app yet. Review Source LS Luke S. Co-Founder, Manager Used the software for: Less than 6 months ### "Horrific Customer Support" February 27, 2019 1.0 Pros It looks great and is easy to navigate. We do love their customizable intake forms, which are easy to create and look fantastic. Cons Worst customer service I've experienced, possibly ever. We have been waiting on Charm for TWO WEEKS just to allow us to charge our patients directly through Charm. They're integrated with Bluefin (a credit card processor), but they literally seem to have zero idea how to set up our account. Each time I call, I speak to "CSR", who says "sorry, I can't do anything about this, let me send a message to our team". To say our team is frustrated with Charm is an understatement. Do yourself a favor and use Elation Health. Review Source KB Katrina B. Owner & Naturopathic Doctor Alternative Medicine Used the software for: Less than 6 months ### "Excellent Choice My Small Practice" November 19, 2016 5.0 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 Review Source JK Jenice K. MD Hospital & Health Care Used the software for: Less than 6 months ### "Happy with this EMR for solo practitioner" September 10, 2022 5.0 Good support for trouble shooting Pros The software was easy to use, had many tutorials to help with getting set up, and helped me set up my practice to require less administrative work. Cons e-prescribing software is not easy to use Reason for choosing CharmHealth It had the most functions for a solo practitioner Review Source AO Abayomi O. MD Health, Wellness and Fitness Used the software for: 6-12 months ### "Charm for all" March 30, 2023 5.0 Very satisfied and recommended for small and big practices Pros Easy set up and usability. Trajectory of comfort with use improves very fast. Cons Need for adjusting templates and customization process Reason for choosing CharmHealth Ease of use and complete platform for medical practice. Review Source PK-SFI Paris Kharbat - Simply Functional I. physician Health, Wellness and Fitness Used the software for: 1-2 years ### "Love ChARM!" August 22, 2020 5.0 Love, love, love! Pros Customer service is responsive and very helpful. I regularly learn a new way to be more efficient. They are constantly improving the product. Cons I need a better way to learn what it can do on the fly. I dont have time to watch webinars and have not figured out how to find an index or search for a manual. The Zoom telemedicine often has freezing - I am using ethernet and still have issues. Review Source RT Robert T. Chiropractor Medical Practice Used the software for: Less than 6 months ### "Functional, integrated, slightly time-consuming" March 19, 2018 4.0 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 Review Source BS Barry S. Owner Medical Practice Used the software for: 2+ years ### "Affordable All in One for Integrative Medicine!" July 2, 2016 5.0 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. Review Source AM Antasia M. Office Manager Medical Practice Used the software for: 6-12 months ### "Charm is a breeze! " January 8, 2019 5.0 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! Review Source SW Stephen W. Co-Founder and CEO Alternative Medicine Used the software for: Less than 6 months ### "Great product for providers who truly customize their approach to each patient. " November 30, 2017 4.0 A much better product than my old one that is more suited to my practice of personalized health care, is easy to use, and my staff love it. And I saved money. Pros Overall the best option on the market for our needs and the best bang for the buck. Easy to use and easy to customize. Cons Is not as easy to manage multiple facilities and multiple doctors as I would like. Changing a provider's schedule is more difficult than it should be, and the system is not capable of temporarily adding a day for a provider so we have to fake it. Does not provide any marketing options. Review Source PK Patricia K. owner E-Learning Used the software for: 1-2 years ### "Speech Pathology use of ChARM EHR" July 27, 2021 5.0 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. 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. Reason for choosing CharmHealth Because the platform is HIPPA compliant and it was very very economical. Review Source HP Hrvoje P. Doctor Used the software for: 1-2 years ### "I just love it" November 28, 2017 4.0 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. Review Source MP Michael P. Doctor Medical Practice Used the software for: Less than 6 months ### "Frustrations from the beginning" September 25, 2018 3.0 Pros Touted features sound great, but the implementation needs work. Cost is reasonable. I like the idea of the Kiosk, but the app was thrown together. Cons 1\. Customer service is on the West Coast and they do not pick up until 12:00EST 1.5 Actual team that fixes problems is in India so NOTHING GETS FIXED until the next day! 2. Customer Service rep needs to find another line of work, he does not do well with customer service. 3. Every day there are new challenges with the software. Today, all of our patients disappeared for the day, yesterday, we could not get into and view the schedule. Lets see what tomorrow brings. 4. No higher-ups we can discuss issues and the aforementioned frustrations! Review Source NA Nicole A. owner Medical Practice Used the software for: Less than 6 months ### "Good value for small medical office" November 21, 2016 4.0 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. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.