CharmHealth EHR Software

What is CharmHealth EHR Software?


CharmHealth EHR is a cloud-based Electronic Medical Record, Practice Management, and Medical Billing solution that helps healthcare organizations of all sizes. It is MU3-certified, HIPAA-compliant, and collaboration driven. 

With CharmHealth, you can schedule appointments, share pre-appointment questionnaires, record patient visits with SOAP notes, maintain comprehensive patient records, and manage medical billing. It also offers features such as MIPS/MACRA readiness and ease of use. 

The software comes with zero upfront cost and provides users with an intuitive user interface for easy navigation.

What is CharmHealth EHR Software Best For?

One of CharmHealth’s best use-case scenarios is leveraging technology in the new (post-COVID) normal. Over the last two years, the EHR has been used to successfully integrate with medical devices and provide remote patient care, allowing medical professionals to continue providing quality care even during times of crisis. 

Additionally, the system can be used to streamline office management for diverse practices, such as naturopathic and functional health and wellness practices. It also provides an easy-to-use platform for general practice procedures as well as travel medicine, making it ideal for urgent care clinics. 

Further, CharmHealth's integration with Fullscript allows users to automate their RCM insurance billing process, helping them scale their practice.

CharmHealth EHR Software Cost/Pricing

CharmHealth EHR plans come in three, broad, pricing tiers:

  • The Free Plan (with limited functionality)
  • The Encounter Plan (with flexible pricing – starting at $0.50* per encounter per month)
  • The Provider Plan (fixed pricing – starting at $350* per provider per month)

The Encounter and Provider packages come with add-on integration capabilities, inclusive of the vendor’s critical eRX (electronic prescription, including for controlled substances), EPCS, PDMP, Immunization Registry, TeleHealth, CONNECT, and other facilities that greatly enhance the scope of the base EHR subscription in practice.

* Please note that the cost figures given are rough ballpark estimates; to obtain details on the net (state and/or federal tax-inclusive) prices you’d be required to pay for your practice-preferred plan arrangement, click on the ‘Get Pricing’ button above.

CharmHealth EHR Software Demo & Trial Offer

The free software plan suffices, for the most part, in fulfilling the requirement of a trial subscription experience; allowing users to explore first-hand what the EHR has to offer to their practice settings.

Likewise, the CharmHealth EHR demo – screenable by clicking on the ‘Watch Demo’ button above – comes as a recommended engagement to help you decide, narrowly, on the platform’s potential for your clinic.

How does CharmHealth EHR work?

CharmHealth EHR works on a cloud-based, subscription model which makes the application accessible on most devices equipped with a dedicated browser interface. 

For users starting out with their software subscription, here’s a list of the typical steps they would need to follow to get the platform operational:

STEP 1: Create/Customize Your User Profile 
First, you'll need to add your profile and facility details. You can do this by going to the CharmHealth website and clicking on the ‘Add/Modify Profile’ link. Once you have entered your information, you can then add or edit facility details such as resources, billing information, and other relevant information.

STEP 2: Get Familiar with the Platform
Next, you'll need to familiarize yourself with the platform. To do this, you can watch the overview video on the vendor’s official website which provides an introduction to CharmHealth EHR’s features and functions. Additionally, there are several tutorials available on YouTube that provide step-by-step instructions for getting started. These tutorials cover topics such as creating chart notes, adding and editing facility details in your account, eFax integration, and more.

STEP 3: Deploy/Start Using!
Once you’re cognizant of everything the EHR has to offer, it pays in workflow dividends to design custom workflows that individually cater to your unique practice requirements.

Who is CharmHealth EHR Software for?

Generally, all medical professionals can reap significant work automation and streamlining benefits from deploying CharmHealth EHR in their practices – resulting in noticeably improved patient care/health outcomes and facility revenues.

The following is a list of practitioners who report raving reviews pertaining to their platform subscription (making it likely that other similar field affiliates would be motivated toward the same sentiments):

  • Primary Care Physicians
  • Specialists
  • Hospitalists
  • Urgent Care Centers
  • Ambulatory Surgery Centers
  • Physical Therapists
  • Mental Health Professionals
  • Radiologists
  • Pathologists
  • Cardiologists

CharmHealth EHR Software Features

Here’s a list (and brief explanation) of the top five features of CharmHealth EHR that greatly benefit deploying medical practices:

  • Clinical Decision Support 
    The platform provides robust clinical decision support tools that enable providers to quickly access essential patient information and make informed decisions about their care. This feature helps reduce errors and improves patient outcomes.
  • Enhanced Mobility 
    With CharmHealth EHR, providers can access files, patient medical histories, and important documents from anywhere, anytime. This allows them to provide better care to their ailing charges while on the go.
  • Real-Time Prescription Benefits 
    The application’s integrated ‘Real-Time Prescription Benefits with Electronic Prescribing for Controlled Substances’ facility makes it easier for providers to prescribe medications accurately and efficiently.
  • Healthcare Messaging Solution 
    CharmHealth's healthcare messaging solution enables providers to communicate securely with patients via text or email, making it easier to stay connected and provide timely interventions.
  • Telehealth Capabilities
    The platform also offers telehealth capabilities that allow providers to conduct virtual visits with their patients from anywhere in the world, eliminating the need for in-person visits and saving time and money for both parties involved.

Here’s a quick listing of the system’s prominent features in table form:

What’s included

  • Cloud-based Electronic Health Record (EHR
  • Practice Management Features
  • Medical Billing [CMS 1500 Forms (HCFA) inclusive]
  • Patient Records/Integrated Forms
  • NLP (Natural Lang. Processing)
  • Cross-Specialty Templates
  • ‘e-Rx’ for Controlled Substances
  • Telehealth
  • Inventory Management
  • Clinical Decision Support
  • Reports & Analytics
  • Instant Messaging
  • MACRA/MIPS Ready
  • Appointment Scheduling
  • Meaningful-Use Certified

* This list is not exhaustive

How is CharmHealth different from other EHRs?

Put concisely, CharmHealth is considered to stand out from other EHRs on account of its ease of use, MIPS/MACRA readiness, and ability to help you grow your practice.

Based on our in-depth software engagement, the platform’s user-friendly interface makes it easy for healthcare providers to quickly schedule appointments, share pre-appointment questionnaires, record patient visits with SOAP notes, and maintain comprehensive patient records: all instances of convenient usage. 

The software also provides users with access to the ChARM Patient Portal where they can securely view and manage their health data remotely. Additionally, Charm Connect – offered on upgraded subscription tiers – is a HIPAA-compliant, secure instant messaging platform that allows practice members and patients to communicate in real time.

The system’s design orientation, geared to facilitate quick and smooth intra-/inter-practice staff, supplier, and patient interactions, serves to inform the system’s practical competence on these fronts.

Is CharmHealth right for you?

CharmHealth EHR may be the right choice for your practice if you’re keen on subscribing to a system that offers:

  • Quick, ease-of-use, deployments
  • Offers comprehensive EHR & stellar communication features 
  • Stringent regulatory compliance (MU3 and MIPS/MACRA readiness)

Ultimately, the best way to decide if the subscription is right for your practice is to schedule a demo. 

Alternatively, you could reach out to our friendly customer service team via the helpline number above to learn exactly how CharmHealth EHR could work for your facility.

To further ease your decision, we’ve added a brief subscription pros and cons table below for your consideration.

CharmHealth EHR Software Features






Patient Portal


Compliance Tracking


Practice Management Software


Patient Demographics


Lab Integration


Employee Management


Appointment Scheduling


Voice Recognition


Mobile App


Telemedicine Software


Appointment Reminders


Reporting and Analytics


Medical Billing Service

Deployment and Support






Web based
















Phone call


  • User-Friendly Interface: CharmHealth EHR offers a simple, intuitive interface that makes it easy for healthcare providers to navigate and use.
  • Customizable Templates: The platform allows providers to create and customize their own templates, which can help to streamline their documentation processes and improve the efficiency of their practice.
  • Secure Communications: The EHR enables providers to securely communicate with other members of the care team, such as lab technicians and specialists, through the built-in messaging system.


  • Cost: The system can come with a higher subscription cost than other EHRs on the market.
  • Technical Issues: Some technical issues have been known to occur, which can cause disruptions to the practice.

Frequently Asked Questions (FAQs)

How do I contact Charm Health customer care?

If you’re interested in seeking a suitable Charm EHR subscription plan for your practice, please reach out to our dedicated helpline representatives at the number provided at the top of the page.

Is Charm HIPAA-compliant?

Charm EHR is a fully HIPAA-compliant electronic medical records interface – with powerful patient record security encryptions.

What is Charm Tracker?

Charm PHR (Personal Health Record) is a patient tracking portal feature offered by CharmHealth to make patient history-taking/documentation (both as a self-indulged and an assisted exercise) easier.

CharmHealth EHR Software Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

CharmHealth EHR Software reviews

Overall Rating

33 Reviews


Solid, all-purpose, EHR for GPs

April 2023

Heather L. Jameson

Jameson’s Clinics, NJ

Good, simple-to-learn, EHR for GPs looking to automate their practice; reap more patient satisfaction (through less paperwork).
Basic subscription offers.

Simple, no-nonsense, EHR for a mid-sized practice on a budget

February 2023

Keisha R. Jackson

Jacksons Dispensary & Clinic, WI

Comes with all the basic EHR tools you could want in a budget-friendly system; works great for mid-sized clinics.
System needs an aesthetics upgrade.

Highly recommendable software

July 2022


At Home Nutrition

It is very easy to use and has customizable features, which is awesome. It is simple to learn and to use as well. Adding new patients, uploading files to their charts, or utilizing patient management, everything is easily done.
There isnt anything as such that I dont like but it would be really great if they improve the user interface of the software. We will highly appreciate it.

Very effective and efficient program with many helpful features!

June 2022


Fern Valley Natural Health

Amazing product with a lot of available features at hand that can also be customized. Great flexibility, it fits all programs.
Customer service needs to be improved asap, and the billing integration often becomes problematic and takes a lot of time to fix it.

Very solid value EMR

May 2022


Health, Wellness and Fitness

Getting started is very easy and it has an easy learning curve. Cheap software comparatively.
I would have preferred if it offered live customer support.

Best tools for EHR

May 2022


Speech Pathology Consultants

It is easy to schedule an appointment on the software and you do not need to click more than three times to complete a task, brilliant. I am happy with their services and everything is HIPAA compliant
Nothing bad to say

Super easy, user friendly, and patient made!

April 2022

Antasia M

Physical Therapy Technician

It usually takes no more than 3 clicks to get where you need to be.
None. It has one the best training processes.

Yeah, not for me

April 2022


Hospital & Health Care

Free option gets you started quickly and includes means for including labs and images, prescribing, billing and calendar.
The premium, more useful features add to the price which makes it costly.

Excellent EHR system

March 2022


Hospital & Health Care

A practical software with a great smartphone app. Useful when you do home visits a lot.
I found it to have a bit of a learning curve. It takes some times to get comfortable with it.


March 2022


Medical Practice

It efficiently handles from scheduling to payments. And it is super easy to train new employees on.
Applying payments to multiple invoices at once is very slow and cumbersome.

Great EHR program

April 2021


Love Family Practice

It is a modern looking software with a user-friendly interface. It has clean dashboard which is very easy to navigate.
It is not compatible with all browsers yet and if they fix that it will be perfect.

I absolutely love it!

April 2021


Axon Health

I love this EHR and it is so easy to use. The patients like the portal too and can access it from anywhere. I especially like the quick texting feature so I can communicate with my patients.
The only bad thing is the customer support is not very quick.

The finest

March 2021



The ease of planning and coming to my clients. It is incredible that it is HIPPA compliant.
There is nothing that I dont like about this software. It is astonishing.

A challenging EHR

March 2021



It contains all the features one could need. Several people use CharmHealth as it contains multiple features.
The software contains a lot of bugs. The system does not allow providers to adjust message limits and customer support is also not the best. They dont reply at the earliest and we have to wait for a long time for the problems to get fixed.

Great Software

February 2021


Health, Wellness and Fitness

The key term here is: easy. The start-up, learning curve, and getting familiarized with the user interface was all un-complicated. Feedback based on consumer experiences is taken seriously as seen via regular improvements. Relatively cheap. The integration of features such as labs and e-commerce solutions is available.
Customer service being based overseas does not work well with global time zones. However, responses are sent out eventually. Some occurring problems include downloading ERAs, design issues with merged billing clearinghouse, and prolonged process for present-time eligibility verification.

Call us at

(661) 384-7070

Call us at

(661) 384-7070