Charm EHR Reviews

“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.

“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.

“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.

“Worked out great for us

Pros

The EHR integrations are really helpful and make the workflow run smoother. Also it was also easy to set up and simple to use which saves me a lot of time.

Cons

Patients can only see parts of their summary instead of the full report which can be confusing. Uploading documents is also harder than it should be since they have to click OK to share first.

“Good pick for mixed practice

Pros

Charm EHR is very user-friendly and customizable. And I really like the integration with FullScript and the integration with Quest labs is also a great feature in theory.

Cons

I am facing issues with the Quest integration and no one is able to help troubleshoot. The telemedicine provider is also pricey and unreliable with a connection that's never stable.

“Not as good as it used to be

Pros

I used to enjoy this product a lot more. The online scheduling feature was nice until they started having constant issues with the captcha which caused problems for patients. Now they have to call the office to book which defeats the purpose of online scheduling.

Cons

The customer support is pretty awful. They are based in India and it takes over three days to get a response. Even when I finally spoke to a supervisor about my login issues, they did not seem to care at all about how it was affecting my practice. It felt like they did not want to keep me as a client.

“Better look for other options

Pros

The price is pretty reasonable compared to other EHRs but we definitely get what we pay for.

Cons

Well the customer service is almost nonexistent. When I call they cannot help me and just tell me to email support, which takes 24 to 48 hours to get a reply. I've been locked out with no access and no one could fix it for days.

“Slps should not consider it

Pros

Charm EHR templates for evaluations and therapy are fully customizable which is great. It also has a lot of analytics which I found useful.

Cons

The system does not flow well for client management. Plus to me it does not seem designed for therapists and the documents have strange subsections that can't be changed. Most of the EMR settings are focused on MD/PCP rather than SLP.

“Really worth the money

Pros

The system is user-friendly, offers multiple features and has clear pricing. They are always improving and adding new features for both providers and patients. Plus the integration works well, the setup is also easy and I like that there are plenty of helpful tutorials on YouTube.

Cons

I think the support team could be a bit more friendly and engaging.

“Awesome only when its not acting up

Pros

As a solo practitioner I manage everything myself and understand both the clinical and admin side of running a practice. I am also a full-stack web developer so I am very comfortable with tech. After trying many EHRs for small practices, Charm stands out as one of the most flexible and customizable options. It is affordable and I have been using it for about 10 years. I was an early adopter and have watched it grow, though a few areas have declined. With enough time to customize you can build a lot with its templates and questionnaires.

Cons

Customer and tech support are basically useless when real issues come up. They don not act on feedback and most of the time support just repeats the same basic steps I already know. Honestly I often know more about the platform than they do. I cannot remember the last time I got help from a real person on the phone or chat as I usually wait a week or more for an email from someone who barely understands the issue, so I end up fixing things myself. On top of that we are forced to use BlueFin as the credit card processor which is terrible. Because of it we now use a separate scheduling system just to charge cash patients. Plus people have been complaining about BlueFin for years but the company still refuses to listen.

“Program is decent, support isn't

Pros

I find this EMR to be a good choice. It is affordable and easy to set up though it is pretty basic. Still I like it much more than Simple Practice which I found too clunky, so I switched to Charm.

Cons

To be honest customer service is a nightmare. You can only contact support via email and it takes at least a week for a response. They are never proactive and if you do not ask every tiny detail upfront, it won't get done. After four months of seeing patients I still have not been able to bill insurance because of it. Overall it has been incredibly frustrating.

“I liked it!

Pros

One thing I really like is the appointment reminders and the way it connects with our website makes self-booking easy for patients. Plus it saves time for both the office and the patients.

Cons

There is no way to create line graphs for GAD-7 or PHQ-9 which is really annoying.

“Mostly good but room to grow

Pros

For the most part Charm is easy to use and navigate. Also there are plenty of settings to customize your setup and it's worked well for both the providers and administrators in our practice.

Cons

Messages cannot be searched, so older messages between team members are easily lost. Plus I feel like the invoices tab in the billing section should provide more space for billing notes for each patient.

“System works well so far

Pros

Charm is easy for both staff and patients to use. It takes care of a lot of the repetitive work which is a big help for small clinics. Plus their billers and RCM team have made claims and reimbursements smooth and overall we have had a really good experience.

Cons

It occasionally has minor bugs and the team assigned to fix them can take a while to respond. If they do not find any issues, there is no follow-up. So I wish they would set up a virtual screenshare to see the issue firsthand and resolve it.

“CharmHealth truly stands out

Pros

I like that it's free, offers good support, is relatively user-friendly and customizable.

Cons

I do not have any specific dislikes about CharmHealth.

“Great software, overall!!!

Pros

Having access to analytics and metrics helps me stay aware of real-time data.

Cons

I find the print size too small in the categorized menus.

“Poor service and support

Pros

My collaborating MD finds it easy to sign my charts and I also like the ability to manage multiple locations.

Cons

The customer service has been really frustrating! It takes forever to get tickets addressed. Like it is taken over four months to set up eRx and EPCS for me and when I tried another EHR, I was up and running within a week. They just seem kind of indifferent to EHR issues.

“It's a scam - Avoid it at any cost

Pros

I really like how flexible the customization options are as it lets me set things up exactly the way I want!

Cons

I do not trust them with my account's money.

“Ideal for small clinics

Pros

CharmHealth was super easy to set up both cost-wise and for customizing it to fit my needs. Plus I like that I can adjust things and add features as I go without paying for stuff I don't need. Their customer service is also easy to reach and quick to respond, which is a big plus. Lastly the calendar and payment systems are built right in, so I don't have to deal with separate contracts or extra programs as everything is available in one place.

Cons

I really wish the notes were more customizable and that labs would auto-populate. Dot phrases would be super helpful too, since they are faster than setting up and finding the right template. That said, I did love being able to design tables or flowsheets, like for comparing DXA results over the years and pulling them right into the note.

“Easy-to-use software

Pros

I’ve been really happy with this system. It is super reliable and never had any downtime. Plus I always have access to reports and up-to-date billing records. Patients find it easy to use too and it's rare to hear anyone say they are having trouble logging in or navigating the system. Also I find the entire system easy to navigate.

Cons

I sometimes wish we could call our billers directly. Since they're outsourced to India, we often wait 24 to 48 hours for a response.

“Have a few issues, but works well for us!

Pros

For me sticky notes feature and patient engagement tools are incredibly helpful.

Cons

I know the online appointment scheduling is meant to make things easier but sometimes we still end up calling and rescheduling because of conflicts.

“Offers great customization options

Pros

The system is super intuitive and easy to use. I love that I can customize templates, macros and set up different user roles. Honeslty it got everything I need, like built-in instant messaging for staff, text messaging for patients, faxing and referral management. Plus, I can even customize the automation for RCM which is a huge bonus.

Cons

The onboarding process could use more detail but it's pretty intuitive, so that helps a lot. The only downside is that the time it takes to get technical support can vary like it could be immediate or it might take up to a week.

“Support is not available at all

Pros

I think this EHR system is great and has a lot of potential as it covers pretty much everything I need for my daily charting.

Cons

Setting up this system for daily workflows is not easy lacks support. Instead they provide videos and leave you to figure out everything on your own. When I looked for assistance for front-end setup the representative rushed me and claimed to have emailed videos and abruptly ended the call while I still had questions. This raises concerns about troubleshooting support. So overall the customer service is extremely poor practically non-existent.

“Has a great experience using CharmHealth

Pros

I really like how available the support staff is. I've used the online chat a bunch of times and usually, I get my question answered in just a few minutes. Even for more complex stuff, they always respond within a day or two. Thanks for that! I also love how easy it is to update and personalize my Charm account for things like online scheduling and setting up different appointment types.

Cons

I have had some challenges with the e-prescribe feature, especially when trying to prescribe compounded formulas.

“Everything about this software is fantastic!

Pros

The day I got my EPCS set up and could start e-prescribing controlled substances was amazing! The support team has been awesome too as they always respond quickly whenever I have an issue.

Cons

I have no criticisms to offer and have recommended it to many colleagues.

“You simply can't avoid issues .....

Pros

I like that the price is fair and that I can tailor the system to my needs without paying for unnecessary features.

Cons

The directions are really bad but the support team is friendly, even though they don't always solve the issue.

“A budget-friendly choice

Pros

Well as per me this is the most affordable option available and it provides plenty of room for growth. Also it is perfect for new practices that don't need advanced features, although those are available if you are willing to pay extra for them.

Cons

My main issue lies with the online booking system. Theres no option to customize menus or provide links for specific services resulting in patients being presented with an alphabetical list of all available services. Changing the order requires creative naming. Additionally the integrated payment processing is limited to one option which was unsuitable for me especially considering the slow response time from the company taking six months to open an account.

“Well-Organized product

Pros

Charms best aspect for us was having all patient data in one easily accessible and well-organized location. Its ease of use was crucial in our decision to use it and the setup was straightforward. The system is highly customizable and the support is excellent providing almost all the features we need.

Cons

There is no functionality to refill orders for patients, so we must create new encounters each time which is hectic.

“A poor choice for medical practitioners

Pros

Unfortunately nothing good can outweigh the bad. This program is the worst.

Cons

This EHR system is the worst Ive ever used. Its cumbersome, time-wasting and lacks basic functionalities like alphabetizing drop-down lists. Also the database for ICD10 codes is unusable leading to frequent data loss. Customer service is simply the worst as they don't address issues or provide solutions and contacting them incurs additional charges. Incorrect diagnosis codes also pose legal risks. Overall its a terrible experience.

“Reasonable choice among many

Pros

One thing I like the most is the dashboard as it is simple and easy to use.

Cons

The initial installation cost is way too high for small and mid-sized firms like mine.

“Good but expensive

Pros

CharmHealth has many great features bit I like the automation feature the most.

Cons

Additional features come at an extra cost making every minor adjustment expensive.

“Superb but not well-promoted

Pros

It is good software at a lower price and gives me all the important information I need.

Cons

Its not well promoted and is less known in Ethiopia.

“Comprehensive EHR software

Pros

CharmHealth is a good, easy to learn EHR for GPs like me who want to automate their practice. Also it helps boost patient satisfaction by reducing all the paperwork.

Cons

The basic subscription gives you the essentials, but not much beyond that.

“Charm for all

Pros

Setting up and using Charm is easy and comfort with its use improves quickly.

Cons

Theres a need for adjusting templates and the customization process.

“Tricky to setup but once it's going it's great.

Pros

Charm is very user-friendly autofilling most fields and making pharmacy searches and entering patient demographics easy.

Cons

Setting it up was challenging I had to verify my credentials using a credit agency report and encountered glitches with the software requiring slow tech support assistance resulting in about a month to get it running smoothly.

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

Pros

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

Cons

System needs an aesthetics upgrade.

“User Friendly Patient scheduling system

Pros

Its incredibly convenient and user-friendly. I particularly appreciate its HIPAA certification ensuring the safety and security of our system.

Cons

Essentially theres nothing I dislike I love everything about it.

“Highly Recommend CharmHealth

Pros

As a small business owner and medical provider I was able to set up and use Charm independently. I love the ease of creating my own charting documentation forms questionnaires and consents. The availability of pre-uploaded documents and forms that I can adapt to my needs is also a plus.

Cons

Connecting it to my website has proven impossible.

“Great for beginning and midlevel practice

Pros

Despite my 22 years in healthcare Ive just started using CHARM and its great for smaller practices. I find it easy to locate patients and add alerts and notes to charts.

Cons

Despite my 22 years of experience in healthcare I just started using CHARM which works well for smaller practices but lacks robust reporting and integration with other systems.

“Charm is agile and cost-effective

Pros

Charm is highly customizable and worth the steep learning curve. I use it for billing scheduling communication and more and the support team is constantly improving the product.

Cons

I initially loved the Zoom integration for its cost-effectiveness but support response times can be slow. Some templates become buggy over time and the patient portal isnt mobile-friendly.

“Excellent updated product

Pros

Its much easier to navigate and more comprehensive than its competitors. The customer service is superb responding within minutes via online chat. It seamlessly links with Fullscript and Wellevate making it excellent for Naturopathic Integrative and acupuncture practices.

Cons

I wish there was an option to automatically take credit card payments and gather information for cancellations and appointment confirmations.

“I love CharmHealth

Pros

Onboarding is easy and the customer service is excellent.

Cons

Integration with Spruce for phone and texting would be a welcome addition.

“Happy as I could be

Pros

Documentation scheduling and inventory modules are crucial for my clinics success and patient flow.

Cons

Customer service needs improvement in terms of speed it consistently takes at least 24 hours to receive a response to even simple queries.

“Happy with this EMR for solo practitioner

Pros

The software is user-friendly with helpful tutorials for setup reducing administrative work.

Cons

The e-prescribing software is not user-friendly.

“Review of CharmHealth from a solo practitioner

Pros

Im grateful for the support staffs availability. The online chat is very responsive and even with complex questions I receive a response within a day or two. Additionally I appreciate how easy it is to personalize my Charm account for online scheduling and appointment types.

Cons

Working with compounding pharmacies I found it extremely challenging to write prescriptions through Charms e-prescribing feature. Standard pharmacies struggle with the electronic signature placement leading to verification calls after sending prescriptions. Consequently Ive reverted to calling in prescriptions or using paper pads. While I appreciate the template customization options I would like the ability to publish treatment plans before completing the entire chart as well as more vertical space for chart notes. Perhaps condensing patient info could free up space for expanded charting areas.

“Psychiatry solo practice

Pros

Using this software on the patient side feels so effortless. My patients adore it. Switching over from another platform Ive only received positive responses. Managing the portal payments and scheduling is a breeze.

Cons

The charting doesnt flow smoothly for me. I find it cumbersome to import lab results organize notes and adjust formatting.

“Great value for the price

Pros

CharmHealth has been an incredible discovery for our practice. Setting it up took almost no time and I was pleasantly surprised by how quickly our providers adapted to it.

Cons

I believe CharmHealth could enhance their scheduling feature. While the software is generally good scheduling needs updating. Its challenging to set block times and web scheduling lacks customization for practices. This presents a significant opportunity for improvement. Also the software leans heavily towards office-based functions which can be inconvenient for telehealth users.

“Love it

Pros

I find it simple cost-effective and convenient. Its easy to locate the right tabs intuitively.

Cons

Signing up for e-prescribing is tricky and identity verification has caused some issues.

“Easy to use platform that streamlines operations

Pros

Its both inexpensive and user-friendly! The programming is very intuitive.

Cons

I havent encountered any problems yet. Customer support has been readily available and very helpful when I need assistance.

“Highly recommendable software

Pros

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.

Cons

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.