Last Updated
Key Takeaways
Generated from the text of customer reviews
Our Verdict
Overall Rating
Based on 172 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
12%
Negative
5%
Starting Price
$0.50
per encounter per month
CharmHealth EHR Specifications
- Appointment Management/Scheduling
- e-Prescriptions
- Lab Integrations
- Patient Portal
CharmHealth EHR Features
Clinical Decision Support
CharmHealth provides Clinical Decision Support (CDS) rules that enable providers to receive clinical alerts and guidance during care. The platform supports configurable CDS interventions related to Clinical Quality Measures (CQMs) and high-priority health conditions, along with drug-drug and drug-allergy interaction alerts during prescribing. These capabilities support the clinical decision-support measures documented for Meaningful Use.
Enhanced Mobility
With CharmHealth EHR, providers can access patient details, appointments, encounter notes, medications, and lab records through the Charm Chart Note App on iPad. The app also supports offline charting and synchronization when the device reconnects to the network, allowing providers to continue documenting when internet access is unavailable.
Real-Time Prescription Benefits
The application’s integrated Real-Time Prescription Benefit (RTPB) feature adds patient-specific prescription benefit and pricing information to the e-prescribing workflow. Through Surescripts, providers can view formulary eligibility, prescription pricing, pharmacy information, and therapeutic and payer alternatives, as well as whether prior authorization is required, when the relevant patient benefit information is available.
Healthcare Messaging Solution
CharmHealth’s Charm Connect and patient messaging features enable secure communication within care teams and between practices and patients. The platform supports 1-on-1 chat, group chat, document sharing, two-way text messaging, and message notifications. Charm Connect also provides Patient Channels for communication between patients and selected practice members, while Two-way Text allows patients to reply directly to practice messages.
Telehealth Capabilities
The platform offers Charm TeleHealth, which enables providers to conduct video consultations through CharmHealth’s integrated video platform or Zoom. Providers can write chart notes during the telehealth session, share files, use screen sharing, and communicate with patients through text chat. The service supports desktop and mobile access and multi-user video sessions.
Flow Sheets
CharmHealth’s Flowsheets feature helps providers monitor patient health data over time by organizing vitals, lab results, and custom parameters in a single view. Clinicians can track parameters such as pain severity, blood pressure, blood glucose, plot data to visualize changes over time, and flag abnormal values for review.
Physician SOAP Note Charting
CharmHealth’s SOAP Note Charting enables providers to document patient encounters using structured SOAP chart notes. Providers can use customizable templates and features such as Repeat, Past Rx, Past Dx, and Past Labs to reuse information from previous encounters. The platform also supports medical image annotation, allowing providers to mark imported images and store the annotations as part of SOAP or Comprehensive chart notes.
Pros And Cons of CharmHealth EHR
Pros
Intuitive interface speeds up provider workflows
Customizable templates adapt to specific practice needs
Built-in messaging enables secure team collaboration
Cons
Some templates may need further refinement
New users may need time to adjust
CharmHealth EHR Pricing
Free Plan | Encounter Plan(monthly minimum of $25) | Provider Plan |
|---|---|---|
$0 | $0.50 per encounter per month | $200 per provider per month |
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Disclaimer: The pricing details were last updated on Sep 07, 2026 from the vendor's website. Please contact us for a tailored pricing list.
CharmHealth EHR Reviews
Total 172 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars56%
4
Stars27%
3
Stars9%
2
Stars3%
1
Stars5%
Share your experience
Jacob K.
Medical Practice, 1-10 employees
“comprehensive cloud-based system”
Pros
Right from the start, the interface felt very user-friendly and handling patient charts and scheduling has been amooth. I really appreciate that it brings everything together in one comprehensive cloud-based system. The patient portal is a major advantage too, making communication and document sharing much simpler which has noticeably boosted our practice's efficiency and helped improve patient engagement.
Cons
At first, the number of features can be a little overwhelming because the platform offers so much. The customization options are definitely a benefit but they also take some upfront time to configure the way you want. Once that initial setup is out of the way though, everything works very smoothly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tracy S.
Health, Wellness and Fitness, 1-10 employees
“Months of unresolved issues”
Pros
One thing that helped was the pricing model since it charges per note instead of a monthly fee. It also lets me customize appointment notes and keep documents on file that can be sent to patients.
Cons
The electronic prescribing for controlled substances failed to renew correctly and support was completely ineffective. Over the last three months, I've spent hours calling, emailing and even chatting with AI trying to get it fixed. Charm's engineers made one mistake after another which caused major disruption to my practice for more than three months. My requests were ignored, promised calls and emails never happened and I still have not received an appropriate response after all this time. There has been no accountability or responsibility at all.
Rating Distribution
Ease of use
4
Value for money
4
Customer Support
3
Functionality
4
Yatra
Hospital & Health Care, 500+ employees
“Well laid out”
Pros
Working with it is really comfortable for a small to mid-sized clinic. The interface is uncomplicated, with clean layouts that are quick to learn and easy to follow. It also feels dependable from a privacy standpoint since patient information is stored securely and as a student nurse, that matters a lot because protecting confidentiality is essential. Managing patients is also very convenient, whether it's updating health histories, reports, notes, summaries or prescriptions. The patient portal is simple to handle too so patients can check their own records without much trouble. On the scheduling side, staff can create, cancel or reschedule appointments in just a few clicks and patients being able to book online helps save time and keeps things organized.
Cons
That said I have run into slowdown issues a few times. Whenever I try loading larger files or charts, the system can start lagging which gets frustrating. I can see this becoming a bigger issue for larger clinics especially during busy hours. Support could also be improved since responses sometimes take longer than expected. And while it is affordable at the start, the cost can climb if a clinic needs additional features to expand the platform.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Frequently Asked Questions
Does CharmHealth support Quest Diagnostics integration?
Yes. CharmHealth offers a Quest Diagnostics lab interface that supports both sending orders and receiving results in the patient chart.
Does CharmHealth support electronic prescribing for controlled substances?
Yes. CharmHealth integrates with Surescripts to electronically transmit Schedule II–V prescriptions. It also integrates with Appriss PMP Gateway to provide access to state PDMP data.
Does CharmHealth support interoperability with other EHRs such as Epic?
CharmHealth does not list a direct Epic integration. However, its Surescripts Record Locator and Exchange (RLE) integration allows practices to retrieve and share patient records with external EHRs connected to the RLE network, subject to patient consent.
Does CharmHealth have an app for providers?
Yes. The Chart Note app lets providers view appointments, write SOAP notes, order labs, and prescribe from a mobile device, and it supports offline charting when there's no internet connection. CharmHealth also offers Scheduler, RCM, and CharmConnect apps for iOS and Android.
Can patient data be exported from CharmHealth when a practice changes EHRs?
Yes. Practices can export individual or bulk patient records in FHIR 4.0.1, HL7 C-CDA 2.1, and CSV formats in accordance with the ONC EHI export criterion. Billing data, including invoices and insurance claims, can also be exported as CSV files.