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CharmHealth vs TriMed EHR Comparison (2026)
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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
TriMed EHR
5.0
(57)5
56
4
1
3
0
2
0
1
0
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.
TriMed is a customizable, cloud-based EHR and practice management platform for independent medical practices. It combines clinical, financial and patient engagement workflows with AI tools, mobile access, digital check-in, telemedicine and direct support from the team that develops the software.
- 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
No videos yet
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 app5.0
57
5
4
3
2
1
56
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
98%
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
“The reporting and billing tools are top notch, as well as patient communication tools.”
LW
Laurie W.
Billing Manager
“We have utilized both the collections modules and payment posting modules.”
LW
Laurie W.
Billing Manager
“The software is user friendly and has allowed our billing team to work so much more efficiently.”
LW
Laurie W.
Billing Manager
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
“Sometimes there can be too many widgets and it can be overwhelming to navigate them all.”
JH
Jonathan H.
Director of Operations
“I miss the user conferences.”
NN
Nancy N.
IT and Property Manager
“Reporting can be difficult at times.”
HM
Heidi M.
HR
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review3 days ago
Key features
- Total features180
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Administrative Processes
- Admissions Management
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Audit Management
- Audit Trail
- Automated Scheduling
- Availability Indicator
- Availability Management
- Back Office Processes
- Billing & Invoicing
- Booking Management
- Budgeting/Forecasting
- Calendar Management
- Calendar Sync
- Cancellation Tracking
- Care Plan Management
- Cash Management
- Charting
- Charting And Documentation
- Chat/Messaging
- Claims Management
- Claims Scrubbing
- Client Portal
- Clinic Interoperability
- Clinical Alerts - E-Prescribing
- Clinical Notes
- Code & Charge Entry
- Coding Assistance
- Collaboration Tools
- Communication Management
- Compliance
- 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 Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customizable Tests
- Data Import/Export
- Data Integration
- Data Security
- Decision Support
- Diagnostic Imaging
- Diagnostic Reports
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- Drug Reference Database
- Dunning Management
- E-Prescribing
- EDI
- EHR Integration
- EHR Integration - E-Prescribing
- EMR/EHR
- EPCS - E-Prescribing
- EPCS Compliant
- Electronic Faxes
- Electronic Payments
- Electronic Prior Authorization
- Electronic Prior Authorization - E-Prescribing
- Electronic Signature
- Email Reminders
- Employee Management
- Expense Management
- Facility Scheduling
- Family History Tracking
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Cardiologists
- For Dermatologists
- For Family Medicine
- For Medical Purposes
- For Obstetrics & Gynecology
- For Orthopedics
- For Pain Management
- For Plastic Surgery Practices
- For Primary Care
- For Urgent Care
- For Urologists
- Forms Management
- Formulary Management
- General Ledger
- Generative AI
- Goal Setting/Tracking
- Growth Charts
- HIPAA Compliance
- HIPAA Compliant
- HIPAA Compliant - E-Prescribing
- Handwriting Recognition
- Hardware Integration
- Healthcare Compliance
- Historical Reporting
- ICD-10 Compliance
- Image Management
- Imaging and X-rays
- Immunization & Allergy Tracking
- In-Patient Management
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Inventory Management
- Invoice History
- Invoice Management
- Lab Information Management
- Lab Integration
- Lab Integration - E-Prescribing
- Lab Order Management
- Lab Results
- Live Chat
- Low Bandwidth Support
- 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
- One-to-One Messaging
- Online Forms
- Online Intake Forms
- Online Refills
- Onsite Registration
- Order Entry
- Out-Patient Management
- Outcome Assessment Tools
- PACS Integration
- Patient Communications
- Patient Education
- Patient Engagement
- Patient Flow Management
- Patient Information Management
- Patient Intake
- Patient Location Tracking
- Patient Management
- Patient Monitoring
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Payment Reconciliation
- Payroll Management
- Pharmacy
- Pharmacy Medication History - E-Prescribing
- Pharmacy Network - E-Prescribing
- Physician Management
- Physician Scheduling
- Policy Management
- Practice Management
- Practice Specialty Support
- Practice Specific
- Predictive Analytics
- Prescription Cancellation
- Prescription Management
- Prescription Renewal
- Pricing Data
- Progress Notes
- Progress Reports
- Progress Tracking
- Provider Certification - E-Prescribing
- Queue Management
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Records Management
- Recurring Appointments
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Remittance Advice
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Resource Management
- Revenue Management
- SMS Messaging
- SMS Reminders
- SOAP notes
- Scheduling
- Search/Filter
- Self Check-In/Check-Out
- Self Service Portal
- Surveys & Feedback
- Task Management
- Task Scheduling
- Telemedicine
- Telemedicine Integration
- Template Management
- Templates
- Third-Party Integration
- Third-Party Integrations
- Treatment Planning
- kiosk
- Total features180
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Administrative Processes
- Admissions Management
- Alerts/Notifications
- Analytics
- Annotations
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Audit Management
- Audit Trail
- Automated Scheduling
- Availability Indicator
- Availability Management
- Back Office Processes
- Billing & Invoicing
- Booking Management
- Budgeting/Forecasting
- Calendar Management
- Calendar Sync
- Cancellation Tracking
- Care Plan Management
- Cash Management
- Charting
- Charting And Documentation
- Chat/Messaging
- Claims Management
- Claims Scrubbing
- Client Portal
- Clinic Interoperability
- Clinical Alerts - E-Prescribing
- Clinical Notes
- Code & Charge Entry
- Coding Assistance
- Collaboration Tools
- Communication Management
- Compliance
- 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 Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customizable Tests
- Data Import/Export
- Data Integration
- Data Security
- Decision Support
- Diagnostic Imaging
- Diagnostic Reports
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- Drug Reference Database
- Dunning Management
- E-Prescribing
- EDI
- EHR Integration
- EHR Integration - E-Prescribing
- EMR/EHR
- EPCS - E-Prescribing
- EPCS Compliant
- Electronic Faxes
- Electronic Payments
- Electronic Prior Authorization
- Electronic Prior Authorization - E-Prescribing
- Electronic Signature
- Email Reminders
- Employee Management
- Expense Management
- Facility Scheduling
- Family History Tracking
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Cardiologists
- For Dermatologists
- For Family Medicine
- For Medical Purposes
- For Obstetrics & Gynecology
- For Orthopedics
- For Pain Management
- For Plastic Surgery Practices
- For Primary Care
- For Urgent Care
- For Urologists
- Forms Management
- Formulary Management
- General Ledger
- Generative AI
- Goal Setting/Tracking
- Growth Charts
- HIPAA Compliance
- HIPAA Compliant
- HIPAA Compliant - E-Prescribing
- Handwriting Recognition
- Hardware Integration
- Healthcare Compliance
- Historical Reporting
- ICD-10 Compliance
- Image Management
- Imaging and X-rays
- Immunization & Allergy Tracking
- In-Patient Management
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Inventory Management
- Invoice History
- Invoice Management
- Lab Information Management
- Lab Integration
- Lab Integration - E-Prescribing
- Lab Order Management
- Lab Results
- Live Chat
- Low Bandwidth Support
- 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
- One-to-One Messaging
- Online Forms
- Online Intake Forms
- Online Refills
- Onsite Registration
- Order Entry
- Out-Patient Management
- Outcome Assessment Tools
- PACS Integration
- Patient Communications
- Patient Education
- Patient Engagement
- Patient Flow Management
- Patient Information Management
- Patient Intake
- Patient Location Tracking
- Patient Management
- Patient Monitoring
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Payment Reconciliation
- Payroll Management
- Pharmacy
- Pharmacy Medication History - E-Prescribing
- Pharmacy Network - E-Prescribing
- Physician Management
- Physician Scheduling
- Policy Management
- Practice Management
- Practice Specialty Support
- Practice Specific
- Predictive Analytics
- Prescription Cancellation
- Prescription Management
- Prescription Renewal
- Pricing Data
- Progress Notes
- Progress Reports
- Progress Tracking
- Provider Certification - E-Prescribing
- Queue Management
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Records Management
- Recurring Appointments
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Remittance Advice
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Resource Management
- Revenue Management
- SMS Messaging
- SMS Reminders
- SOAP notes
- Scheduling
- Search/Filter
- Self Check-In/Check-Out
- Self Service Portal
- Surveys & Feedback
- Task Management
- Task Scheduling
- Telemedicine
- Telemedicine Integration
- Template Management
- Templates
- Third-Party Integration
- Third-Party Integrations
- Treatment Planning
- kiosk
Integrations
- Total integrations8
- Claude
- DeepScribe
- Health Cloud
- InstaMed
- MatrixCare Skilled Nursing Facility
- Peeklogic Salesforce – Jira Connector
- QuickBooks Online Advanced
- Twilio
- VaxCare
- Waystar
- Zoho CRM
- Zoom Workplace
- Total integrations4
- Claude
- DeepScribe
- Health Cloud
- InstaMed
- MatrixCare Skilled Nursing Facility
- Peeklogic Salesforce – Jira Connector
- QuickBooks Online Advanced
- Twilio
- VaxCare
- Waystar
- Zoho CRM
- Zoom Workplace
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