User Reviews Overview
About CharmHealth
CharmHealth, offered by MedicalMine, is a comprehensive suite of healthcare solutions designed to streamline practice management, revenue cycle management, patient engagement, and telehealth services. CharmHealth aims to help...
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- Industry: Medical Devices
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Charm for DME Billing
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
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great system, cost efficient, high value
I have used for the past 3 years and absolutely love it. They are always upgrading to include and offer more features on both provider and patient side. Great system integration as well.
Pros
user friendly and multiple features with transparent pricing. They are always upgrading to include and offer more features on both provider and patient side. Great system integration as well. Easy setup and plenty of how to videos available on YouTube.
Cons
Support could be a tad friendlier and engaging
Reasons for Switching to CharmHealth
Cost friendly for every level from start up to expansion of practice, efficient and built in customization- Industry: Health, Wellness & Fitness
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Great when it works
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.
Pros
For reference, I am a solo practitioner - so I do everything myself. I know how to set up a hyper efficient clinic and I know clinical workflows from both the physician and admin ends. I am also a full-stack web developer, so I know code and I know tech.
I have done deep dive evaluations of most of the EHR's designed for small practices and functional medicine. Overall, Charm is one of the most flexible and customizable EHR's out there, and for a tiny fraction of the price, and it is the one I have used for 10 years. I was an early adopter (I think I signed on in their first few years). I have watched the platform grow and improve (though some parts have gotten worse).
If you are willing to put in the time to customize your experiene you can do a lot with templates and questionnaires.
Cons
Customer / Tech support is non-existant for real platform issues. They do NOT listen to or respond to feedback when they have made problematic changes to the platform. Customer support mostly regurgitates basic user instructions, and they do not really understand the platform. I usually know and understand the platform better than the support teams (or the onboarding teams). I can't even remember the last time I was able to get a human on the phone or chat... usually I am stuck with waiting a week or more for someone that barely speaks English to gaslight me over email, which means I end up just having to find my own workaround for whatever problem we are having.
I also really wish they would allow us to choose what credit card processor we want to work with. BlueFin is a nightmare and we can't take the risk of working with them (see BlueFin review of overcharging, refusing to close accounts, etc) - because that is the only option, we are having to use a completely different scheduling system so we can charge our cash pay patients. Again, they have been getting bad feedback on BlueFin for more than 5 years, and they just will not listen.
Reasons for Switching to CharmHealth
Price: most were over $200/mo per practitioner, Charm is $25 Flexibility: Charting process, and Questionnaires are more flexible in Charm than any other system I tested... most EHR's did not allow me to customize my intake forms - which is insane.Top CharmHealth Alternatives
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Charm is the BEST
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
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Very customizable
Really good experience. Other than occasional slow response time of technical team, I am pleased.
Pros
Intuitiveness. Easy to use.
Customizable templates, macros, user roles.
Integrated instant messaging for staff, text messaging for patients, fax, referral management.
Ability to customize automation of the RCM.
Cons
Onboarding is brief and not very detailed. However, the intuitiveness sort of compensates. Also, time to response when you reach out for technical support can vary. Sometimes immediately, at other times can take up to a week.
Alternatives Considered
SimplePracticeReasons for Choosing CharmHealth
Tebra (Kareo) was not flexible enough and did not have robust patient and staff communication abilitySwitched From
TebraReasons for Switching to CharmHealth
Better handling of the revenue cycle management- Industry: Hospital & Health Care
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Good program, bad support
Frustrating. The tutorials are useless and don't actually help you get up and going. I'm extremely grateful I have another source of income, or I'd be destitute after how many months I've had to go without reimbursement.
Pros
As far as EMRs go, as a solo provider this is a good option. It's affordable and fairly easy to get up and going. It's pretty bare bones, but I've liked it FAR more than Simple Practice, which I found to be so clunky I've switched to Charm.
Cons
The customer service!! You can only contact support via email, and it takes at least a week for any reply. They are NEVER proactive and if you don't know to ask every single minute detail in advance, it won't get done. It's been infuriating and after four months seeing patients, I still haven't been able to bill insurance, all because of Charm!! It has been AGONIZING every step of the way.
Alternatives Considered
AthenaReasons for Choosing CharmHealth
Simple practice was a terrible platform for prescribers, more appropriate for therapists only.Switched From
SimplePracticeReasons for Switching to CharmHealth
Price, ability to implement on a small scale- Industry: Mental Health Care
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Terrible customer service
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.
- Industry: Medical Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Best Customer Service
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.
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
An Excellent EMR System
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.
- Industry: Mental Health Care
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall Positive, could use some improvements
Pros
For the most part, Charm is user-friendly and easy to navigate. They have lots of settings to help customize your setup, and it has worked well for both the providers and administrators in our practice.
Cons
Messages are not searchable, so old messages among members get easily lost. The invoices tab in the billing page should allow more space for billing-related notes for each patient.
- Industry: Health, Wellness & Fitness
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Best EHR for value
I sampled several EHR systems last year and ChARM had most of the qualities that I wanted a administrator and clinician. I really enjoy using this EHR system and it is easy for my clients to use as well to sign paperwork and access resources.
Pros
I really enjoy that I can customize all of my notes and templates that I need on a daily basis. I also really enjoy that everything can be electronic and all paperwork can be sent to clients and have signatures in real time.
Cons
I feel the customer services could set up EFT and enrollments for payers to make it streamlined and easier for the provider.
Alternatives Considered
PIMSY Mental Health EHR, Tebra, AdvancedMD for Physical Therapy, SimplePractice and TheraNestReasons for Choosing CharmHealth
At the time I was using it I could not customize my notes to meet state and insurance standardsSwitched From
TherapyNotes, LLCReasons for Switching to CharmHealth
ChARM was the most inclusive program I could find along with a great price for a solo practice and ease of use.- Industry: Medical Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Easy to use, complete package
I've been a happy user of the software for over two years and it has helped me be faster and more efficient with my note taking and patient tracking than most of the other EHR software I looked into.
Pros
Simple and easy to train new employees on. Efficiently handles scheduling, notes, insurance, payments, and ability to get analytics out of software is also nice.
Cons
Applying payments when paying multiple invoices at once is slower than making and applying payments to one invoice which is automatic and very efficient.
Alternatives Considered
Practice FusionReasons for Switching to CharmHealth
Way better features, easier to use, less complicated to train people, everything integrated.- Industry: E-Learning
- Company size: Self Employed
- Used Weekly for 1+ year
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Review Source
Speech Pathology use of ChARM EHR
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.
Alternatives Considered
Zoom WorkplaceReasons for Choosing CharmHealth
ZOOM meetings system was not HIPPA compliant.Reasons for Switching to CharmHealth
Because the platform is HIPPA compliant and it was very very economical.- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Impressive and sustainable
Pros
Access to analytics and metrics promotes realtime awareness
Cons
Print size is too small where the catogorized menus are
- Industry: Mental Health Care
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Poor Customer Support/No support Team
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
- Industry: Mental Health Care
- Company size: Self Employed
- Used Weekly for 1-5 months
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Review Source
Thank you!
Exceptional
Pros
The day I had my EPCS enabled and I was able to eprescribe a controlled substance. Great support team. Timely response to issues.
Cons
I have no negative feedback and have referred many of my colleagues
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Tricky to setup but once it's going it's great.
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.
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Best EHR I've used
ChARM has been a great experience, with integrated billing, inventory, practice management, and patient scheduling.
Pros
I've used several EHR and PM systems in the past and wasn't impressed until I tried Charm. It has all of the features that we need integrated into one very intuitive system.
Cons
There are some bugs when new features are released, but they are quickly remedied.
- Industry: Mental Health Care
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Love my EHR
CHARM has made my life so stress free. I love it and even my families love it. They love the portal and the ease of using it. When COVID hit, I was able to transition seamlessly to Telehealth. The fact that the organization even offered it free for several months to encourage users to use Telehealth was amazing.
I highly recommend this product and have told others about it because it is so easy to use!
Pros
What I love about CHARM is that it is user friendly. I have my own part time private practice and I knew I needed something that I could get up and running quickly, keep me organized and compliant. CHARM is the answer! I never loved EHR systems before I found CHARM. Having tried other packages when I was in academia, everyone gripes about EMR systems. But CHARM "works like a charm!" I could make my templates by dragging and dropping easily, I could make changes if needed easily. I uploaded all my blog handouts to then quickly put in patient portals. SO easy to use! I love the quick text feature. I love the auto populate feature too!
Cons
The only thing are these: 1) in the event that I have a patient whose parents are divorced, they both want and need access to me to send me updates. The portal right now can only accommodate ONE user log on. Sometimes divorced parents do not want to share--which is understandable. 2) Support is not instantaneous. They have a chat but someone is not necessarily on there 24/7 to answer and provide support in real time. I had two instances where I could not get logged in right before a clinic day. Luckily it was fixed in 20 minutes but again It would have been nice to have someone right there responding to my urgent messages knowing it would be handled.
- Industry: Medical Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Happy as I could be
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.
- Industry: Hospital & Health Care
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Excellent all-in-one solution for management of Integrative Medical Practice
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.
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
An EHR system that will grow with you practice
Pros
I love that Charm EHR has designed the software with the focus of integrative/functional medical doctors in mind. The forms and questionnaire templates that have been shared by other practitioners has been helpful. The software is very easy to use. I especially love the inventory functionality which a lot for EHR's are missing. The pricing scheme is suitable for new offices and the add on features are great as the practice has grown. The support desk is also very helpful and replies in a timely manner.
Cons
I wished there was an ability for patients to fill out questionnaires when they are in the office without having to sign into their account. Many patients do not remember their password without their computer. It is hard to expect all patients to fill out their questionnaires before they get to the office.
- Industry: Alternative Medicine
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Easy to use platform that streamlines operations
Easy to use, streamlined integrations and patient portal is great. Good price for subscription.
Pros
Cheap and easy to use! Its very intuitive programming
Cons
I cant think of anything. Customer support has been easy to access so what I cant figure out they are very helpful.
Alternatives Considered
Practice FusionReasons for Switching to CharmHealth
Easier and better look- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Great for beginning and midlevel practice
I have enjoyed the service so far- I am 3 months into using
Pros
I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices. I like the easy of locating a patient, and being able to add alerts and notes to charts
Cons
I have been in healthcare 22yrs and just started started using CHARM it works great for smaller practices who do not need a robust system. The reporting system is not the best. It is hard to look at your data and it doesn't integrate well with a lot of other operating systems

- Used Daily for 6-12 months
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Review Source
Best Small-Mid Size Practice EMR
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.