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CharmHealth vs Carepatron Comparison (2026)
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4.3
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Good recommendations?
CharmHealth
4.2
(153)5
85
4
40
3
12
2
6
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Carepatron
4.4
(860)5
487
4
280
3
73
2
10
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
CharmHealth is an AI-based healthcare platform offering electronic health records, practice management, and medical billing solutions for medical practices of all sizes. The system features an AI scribe that automates documentation during patient encounters and integrates with pharmacies, labs, and devices. The platform includes patient engagement tools that allow individuals to schedule appointments, access records, and manage their healthcare information.
All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.2
153
5
4
3
2
1
85
40
12
6
10
- Value for money
- Ease of use
- Features
- Customer support
71%
would recommend this app4.4
860
5
4
3
2
1
487
280
73
10
10
- Value for money
- Ease of use
- Features
- Customer support
73%
would recommend this appPros
“Able to customize the appointment note, store documents to send to patients.”
Tracy S.
Family Nurse Practitioner
“The invoices tab in the billing page should allow more space for billing-related notes for each patient.”
AS
Addie S.
Office Manager
“It has many different features that help to automate many tedious tasks and help take the burden off of smaller clinics/teams.”
MF
Matilda F.
Office Manager
Pros
“I am impressed with the way Carepatron are continually looking to improve the product and the customer support team are excellent and seek to address queries and fix bugs and issues in a timely manner with clear communication at every turn.”
AH
Andre H.
Osteopath
“We rely heavily on our ability to alert our clinicians when clients have provided high-risk responses to an assessment or questionnaire, and need full access to all client data to properly facilitate program evaluation and outcomes reporting. ”
NB
Nicole B.
Senior Director of Operations
“the Ux/Ui of generating the invoice auto texts and view of the financial dashboard could be improved in details, like being able to switch between monthly incomes rather than having only generic monthly totals showing.”
lt
leopold t.
therapist
Cons
“They took my money and for 3 months for a migration, then proceeded to ignore me and then eventually told me it’s not their problem that the work hasn’t gotten done.”
Dr. R.
DR
“Ignoring requests, not emailing or calling back when I was told they would and still no appropriate response to the 3 months of disrupted service.”
Tracy S.
Family Nurse Practitioner
“This problem can cause problem in big clinics when there is a rush time.”
YP
Yatra P.
Student Nurse RPN
Cons
“For example, goals do not automatically carry over into SOAP notes, which means I have to re-enter or manually reference them each session. When creating intake forms, if I input the child’s name, the signature section defaults to the child rather than the parent, which can be confusing and requires extra steps to correct.”
RC
Ruby C.
Occupational Therapist Owner
“That you can’t seem to make basic updates like allowing the virtual visits to have closed caption to all for people with disabilities to use it.”
KR
Kari R.
Owner and provider
“there is no capacity to change the default setting of appointments to "unconfirmed" (because of the nature of the centre and our way of booking) which means it has to be done manually every day and that's a hassle.”
JC
Jo C.
Practice Manager
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review13 days ago
Key features
- Total features180
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Escalation
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Audit Trail
- Automated Scheduling
- Billing & Invoicing
- Booking Management
- Calendar Management
- Calendar Sync
- Cancellation Tracking
- Care Plan Management
- Case Notes
- Charting
- Chat/Messaging
- Claims Management
- Claims Scrubbing
- Client Management
- Client Portal
- Clinic Interoperability
- Clinical Care
- Clinical Notes
- Code & Charge Entry
- Coding Assistance
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Confirmations/Reminders
- Consent Forms
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customer Mobile App
- Customer Surveys
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customizable Tests
- Data Import/Export
- Data Security
- Decision Support
- Diagnostic Imaging
- Diagnostic Reports
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- Drug Reference Database
- E-Prescribing
- EDI
- EMR/EHR
- EPCS Compliant
- Electronic Faxes
- Electronic Payments
- Electronic Prior Authorization
- Electronic Signature
- Email Reminders
- Event Scheduling
- Event/Activities Planning
- Facility Scheduling
- Faculty/Staff Management
- Family History Tracking
- File Sharing
- For Cardiologists
- For Chiropractors
- For Dermatologists
- For Family Medicine
- For Healthcare
- For Home Care Providers
- For Long Term Care
- For Medical Purposes
- For Mental/Behavioral Health
- For Nursing Homes
- For Obstetrics & Gynecology
- For Occupational Therapists
- For Orthopedics
- For Pain Management
- For Physical Therapy
- For Plastic Surgery Practices
- For Primary Care
- For Urgent Care
- For Urologists
- Forms Management
- Formulary Management
- Generative AI
- Growth Charts
- HIPAA Compliant
- Hardware Integration
- Healthcare Compliance
- Historical Reporting
- Home Health Care Management
- ICD-10 Compliance
- Image Management
- Imaging and X-rays
- Immunization & Allergy Tracking
- Incident Management
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Inventory Management
- Invoice History
- Invoice Management
- Lab Integration
- Lab Order Management
- Lab Results
- Live Chat
- Meal/Nutrition Management
- Meaningful Use Certified
- Medical Billing
- Medical Coding
- Medical History Records
- Medication Alerts/Warnings
- Medication Database
- Medication History
- Medication Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Monitoring
- Monitoring Device Integration
- Multi-Location
- Multi-Physician
- Multi-Provider Practice
- No-Show Tracking
- ONC-ATCB Certified
- On Call Scheduling
- Onboarding
- Online Booking
- Online Forms
- Online Intake Forms
- Online Payments
- Online Refills
- Onsite Registration
- Order Entry
- Patient Communications
- Patient Education
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Monitoring
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Physician Management
- Physician Scheduling
- Point of Care System
- Practice Management
- Prescription Cancellation
- Prescription Management
- Prescription Renewal
- Pricing Data
- Progress Notes
- Progress Reports
- Progress Tracking
- Queue Management
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Recurring Appointments
- Referral Management
- Referral Tracking
- Registration Management
- Rehabilitation Management
- Reminders
- Remittance Advice
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Resource Management
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- SMS Reminders
- SOAP notes
- SSL Security
- Scheduling
- Search/Filter
- Self Check-In/Check-Out
- Self Service Portal
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Telemedicine
- Telemedicine Integration
- Template Management
- Templates
- Therapy Notes
- Third-Party Integration
- Third-Party Integrations
- Treatment Planning
- User Management
- Video Conferencing
- Workflow Management
- kiosk
- Total features118
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Escalation
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Audit Trail
- Automated Scheduling
- Billing & Invoicing
- Booking Management
- Calendar Management
- Calendar Sync
- Cancellation Tracking
- Care Plan Management
- Case Notes
- Charting
- Chat/Messaging
- Claims Management
- Claims Scrubbing
- Client Management
- Client Portal
- Clinic Interoperability
- Clinical Care
- Clinical Notes
- Code & Charge Entry
- Coding Assistance
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Confirmations/Reminders
- Consent Forms
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customer Mobile App
- Customer Surveys
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customizable Tests
- Data Import/Export
- Data Security
- Decision Support
- Diagnostic Imaging
- Diagnostic Reports
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- Drug Reference Database
- E-Prescribing
- EDI
- EMR/EHR
- EPCS Compliant
- Electronic Faxes
- Electronic Payments
- Electronic Prior Authorization
- Electronic Signature
- Email Reminders
- Event Scheduling
- Event/Activities Planning
- Facility Scheduling
- Faculty/Staff Management
- Family History Tracking
- File Sharing
- For Cardiologists
- For Chiropractors
- For Dermatologists
- For Family Medicine
- For Healthcare
- For Home Care Providers
- For Long Term Care
- For Medical Purposes
- For Mental/Behavioral Health
- For Nursing Homes
- For Obstetrics & Gynecology
- For Occupational Therapists
- For Orthopedics
- For Pain Management
- For Physical Therapy
- For Plastic Surgery Practices
- For Primary Care
- For Urgent Care
- For Urologists
- Forms Management
- Formulary Management
- Generative AI
- Growth Charts
- HIPAA Compliant
- Hardware Integration
- Healthcare Compliance
- Historical Reporting
- Home Health Care Management
- ICD-10 Compliance
- Image Management
- Imaging and X-rays
- Immunization & Allergy Tracking
- Incident Management
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Inventory Management
- Invoice History
- Invoice Management
- Lab Integration
- Lab Order Management
- Lab Results
- Live Chat
- Meal/Nutrition Management
- Meaningful Use Certified
- Medical Billing
- Medical Coding
- Medical History Records
- Medication Alerts/Warnings
- Medication Database
- Medication History
- Medication Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Monitoring
- Monitoring Device Integration
- Multi-Location
- Multi-Physician
- Multi-Provider Practice
- No-Show Tracking
- ONC-ATCB Certified
- On Call Scheduling
- Onboarding
- Online Booking
- Online Forms
- Online Intake Forms
- Online Payments
- Online Refills
- Onsite Registration
- Order Entry
- Patient Communications
- Patient Education
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Monitoring
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Physician Management
- Physician Scheduling
- Point of Care System
- Practice Management
- Prescription Cancellation
- Prescription Management
- Prescription Renewal
- Pricing Data
- Progress Notes
- Progress Reports
- Progress Tracking
- Queue Management
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Recurring Appointments
- Referral Management
- Referral Tracking
- Registration Management
- Rehabilitation Management
- Reminders
- Remittance Advice
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Resource Management
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- SMS Reminders
- SOAP notes
- SSL Security
- Scheduling
- Search/Filter
- Self Check-In/Check-Out
- Self Service Portal
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Telemedicine
- Telemedicine Integration
- Template Management
- Templates
- Therapy Notes
- Third-Party Integration
- Third-Party Integrations
- Treatment Planning
- User Management
- Video Conferencing
- Workflow Management
- kiosk
Integrations
- Total integrations8
- DeepScribe
- Doxy.me
- FreshBooks
- Google Calendar
- Health Cloud
- MatrixCare Skilled Nursing Facility
- Microsoft Outlook
- Peeklogic Salesforce – Jira Connector
- QuickBooks Online
- QuickBooks Online Advanced
- Sage Accounting
- Stripe
- Twilio
- Wave
- Xero
- Zoho CRM
- Zoom Phone
- Zoom Workplace
- Total integrations11
- DeepScribe
- Doxy.me
- FreshBooks
- Google Calendar
- Health Cloud
- MatrixCare Skilled Nursing Facility
- Microsoft Outlook
- Peeklogic Salesforce – Jira Connector
- QuickBooks Online
- QuickBooks Online Advanced
- Sage Accounting
- Stripe
- Twilio
- Wave
- Xero
- Zoho CRM
- Zoom Phone
- Zoom Workplace
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