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CharmHealth Logo
CharmHealth
4.4
(113)

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Electronic Health Records and Practice Management Software

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(11)

CharmHealth Features

Features Summary

Functionality

4.3

/5

113

Total features

62

10 categories

CharmHealth features

API
Access Controls/Permissions
Alerts/Notifications
Appointment Management
Appointment Scheduling
Billing & Invoicing
Calendar Management
Charting

Common features of Electronic Medical Records software

API
Activity Dashboard
Appointment Management
Appointment Scheduling
Automated Scheduling
Billing & Invoicing
Calendar Management
Charting

Price starts from

Free

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.3

/5

113

Price starts from

Free

visit website

Total Features

62

Unique features

  • Growth Charts

  • Wait List Management

  • Patient Communications

  • Diagnostic Reports

Functionality

4.4

/5

2.5K

Price starts from

29

Per month

visit website

Total Features

121

Features in Common

38

Unique features

  • On Call Scheduling

  • Treatment Planning

  • Mobile Access

  • Assessment Management

Functionality

4.6

/5

949

Price starts from

35

Per month

learn more

Total Features

30

Features in Common

17

Unique features

  • Compliance Management

  • Monitoring

  • Multi-Provider Practice

  • Activity Dashboard

Common CharmHealth comparisons

Reviewers who mentioned features said:

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Shannon C.

Medical Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A but challenging to learn initially, but am really enjoying it

Reviewed 5 years ago

ease of access, secure, easy to review charts, HIPAA compliant

Pros

I love having integrated labs, scheduling, chart notes and billing-- having everything in one place is very helpful and convenient. I also like having HIPAA compliant messaging, and an iphone feature where I can see my schedule and treatment rwequests.

Cons

the iphone app is a bit clunky and if a patient emails with a questions I can't access their chart.

VR
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Vanessa R.

Alternative Medicine, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Easy to use platform that streamlines operations

Reviewed 5 months ago

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.

SH
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Shawna H.

Medical Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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very good basic free program

Reviewed 6 years ago

headaches, learning new interface (why? why? why?)

Pros

well, originally it was the ease of use but with this new user interface...not so certain. Like the charting feature, easy to populate fields. Also like the patient communication it provides and tracks.

Cons

the new user interface has too many too small icons with too much info on the desktop. gotta figure out what all these silly icons represent. also why make such a large leap away from what all users are familar with?

AS
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Andrew S.

Hospital & Health Care, 11-50 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Excellent all-in-one solution for management of Integrative Medical Practice

Reviewed 9 months ago
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.

HS
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Hanna S.

Health, Wellness and Fitness, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent updated product

Reviewed 5 months ago

Excellent! Have been using it since 2016, and still in awe with how innovative they are when they upgrade aspects of the software.

Pros

It's far easier and more comprehensive to navigate than it's competitor products. The customer service and response time is superb (within minutes of hopping on to the chat on Charmehr.com with customer service). Links automatically with Fullscript and Wellevate. Excellent for Naturopathic, Integrative doctors, and acupuncturist style practices. Features can always be simplified optionally.

Cons

I wish I could take CC payments and info for the cancellation's and for appointment confirmation automatically.

AH
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Ashley H.

Mental Health Care, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Well Organized

Reviewed 5 years ago
Pros

Our office has used Charm EHR for a couple years now. Out of all the other medical management software that we have used, we definitely like this one the best. It is very well organized, and easy to use (both for practitioners and patients)

Cons

When issues arise either for practitioners or patients, it is difficult to get the issue resolved with customer service. For example, there is a limit on the amount of messages that a patient may send to their provider, which in general is a great rule. However, the message limit is supposed to reset after each visit, and often times, it does not. Patients often get quite frustrated over not being able to reach out to their doctor, and it creates more hassle for the office as well. If there is a way this can be altered/fixed, that would be wonderful!

CK
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Camille K.

Alternative Medicine, 1-10 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Happy we switched

Reviewed 3 years ago

Has solved many problems. Love that it links it all together in one place.

Pros

Ease if use. Everything in one program.

Cons

Glitchy in some areas. Wish there was more practice management options. Customer support is slow.

TT
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Temperance T.

Medical Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Happy as I could be

Reviewed 5 months ago

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.

MW
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Mignon W.

Health, Wellness and Fitness, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Customizable, Affordable, but Customer Service may take DAYS!

Reviewed a year ago

Outside of issues with electronic prescribing and customer support- which are SIGNIFICANT!, the EHR is otherwise almost perfect for my clinic. I am hoping they can figure our a more robust customer service, or better train their frontline employees to really make this a 5 star EHR.

Pros

Easy to use and get started. Customizable templates and a library of emails, consents, visit templates, etc are available to use from day one.

Cons

Customer service by phone is not available 24/7 as advertised. The support by phone is not knowledgeable to help on most issues, and frequently I have to figure the issue out myself. There can be a 2-3 day delay waiting to have your issue resolved from India. For some issues that's okay, but several times not my electronic prescribing has been offline for more than 2 days with patients suffering...

AA
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Amanda A.

Health, Wellness and Fitness, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Loaded with Features, Expands with Your Practice.

Reviewed a year ago

Overall, I'd definitely recommend this to small practices looking for a work horse to help them streamline their practice. It's a bit tricky to use initially, but it's well worth figuring it out. They are also constantly updating and adding features to make my life easier.

Pros

I have been using Charm for almost 2 years now, and once you get it set up right, it generally saves me a lot of time. I'm a solo practitioner, so having all of the integrated features is a game changer for me. It meets HIPAA guidelines, generates personalized templates for supplement protocols, has templates for visit types/different charts, and it is free until you have over 50 clients regularly coming in monthly.

Cons

It has a steep learning curve initially, but it's easy to pick up by watching a few videos. Customer service is also great about getting back to you in a couple of days about any of your concerns or feedback.

aw
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andrew w.

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Excellent small practice EHR solution

Reviewed 5 years ago
Pros

Very intuitive and flexible. Lots of good options for electronic patient interaction. You can usually get someone on the phone to help with questions.

Cons

ePrescribing platform not yet approved in our state (nevada). It would be nice if patients could request their entire health record from within their PHR account, and have access to visit notes. I find the Chat feature intrusive and distracting and would like the option of having it disabled.

SB
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Sherry B.

Health, Wellness and Fitness, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Scalable and user friendly

Reviewed 3 years ago

Very good

Pros

It takes care of all patient interactions, scheduling, In house dispensary

Cons

We need some different inventory management reports, and I just heard that we can get them.

ZW
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Zak W.

Design, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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ChARM Implementation

Reviewed 3 years ago

ChARM allows me to easily configure and evaluate practice configurations with Practioners and staff. This allows me to prepare and train to our practice's unique work flows and scenarios. I am looking forward to completing the roll out and feel confident that the ChARM team will ensure that we are fully implemented on time.

Pros

ChARM provides multiple support channels offering comprehensive onboarding and post-implementation support. I rely on their knowledgebase and experienced team to quickly review configurations and support tuning for our unique work flows.

Cons

ChARM is a rich, comprehensive practice management platform. As the implementation lead, I did not in nitially integrate the (available) e ChARM resources into our team.

FG
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Feras G.

Health, Wellness and Fitness, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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CharmHealth

Reviewed 10 months ago

Overall, I have been pleased with CharmHealth. I have had to create my own reports, 3-4 in order to generate the data that I need. However, the team is always helpful and the RCM team is the best team we have ever used in Revenue Management.

Pros

CharmHealth is an easy to use and adaptable EMR for any practice. It is user friendly and produces reports that allow Practice Admin view the operational success of the practice.

Cons

Data reporting capabilities, Interaction with patients with Data, Text messaging limitations, ability to custom create more unique practice templates outside of dropdown options etc.

VV
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Valerie V.

Medical Practice, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Charm is GREAT!

Reviewed 10 months ago

Wonderful!

Pros

Love how user friendly it is! Only takes a few hours to train new employees versus days. Lots of easy access features, love how you can access patient charts at any screen, etc, Support is very helpful and timely in responding!

Cons

That canceled appointments stay on schedule if cancelled at last minute.

SF
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Suzanna F.

Health, Wellness and Fitness, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Charm is agile and cost-effective

Reviewed 4 months ago

I have used Charm for almost three years now for my private practice and it is cost-effective and so powerful and customizable.

Pros

Charm can be customized and personalized. There is a steep learning curve, and it is worth learning and making your own. I bill, send invoices, schedule, use the website scheduling widget, chart, communicate through the secure portal. The support team is constantly innovating and improving the product.

Cons

I loved the Zoom integration when it was impossible to get HIPAA compliant Zoom for less than $200/month. Now, it is no longer as cost effective. Support sometimes takes up to a week to respond to an email, though I have had good results with chatting with support through the website. Like all programs with legacy code, some of the templates that I have used for years get a little buggy. I wish the patient portal was mobile-friendly; it works best on tablets and desktops.

AF
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Autumn F.

Medical Practice, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Review of CharmHealth from a solo practitioner

Reviewed 5 months ago

I really appreciate the online scheduling feature. As a solo practitioner (with no admin support staff), this has been an extremely helpful feature. My patients love it! It saves a lot of time for me and it encourages patients to schedule multiple appointments as they see the scheduling filling up. Thank you!

Pros

I really appreciate the availability of the support staff. I have used the online chat several times, and most of the time my question is answered in a few minutes. With more complex questions, I still get a response within a day or two. Thank you! I also really appreciate the ease of updating/personalizing my Charm account for online scheduling and appointment types.

Cons

I work with several compounding pharmacies and it is extremely difficult to write a prescription for a compounded prescription through Charm. Several of the standard pharmacies in our community do not like the way that the fax or e-prescribe feature places the electronic signature - it is difficult for them to determine if it is signed "dispense as written," or if it is signed as "substitution permitted."...

MS
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Matthew S.

Health, Wellness and Fitness, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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User Friendly Effective EMR

Reviewed 2 years ago

An effective EHR for us as compared to other software packages that is easy to use and cost effective for a smaller practice. Many enhancements have been made over the past 2 years which has made it even more attractive to use.

Pros

We changed to CharmHealth about 2 years ago after using PracticeFusion which did not have the flexibility we needed to add information. This software is easily customizable and has a vast library of templates for pre completed notes. It was easy to customize and had all the features we needed. Calendar is very user friendly and integrates well with the EHR. Can easily print out hard copies of anything we need and especially immunization records which are frequently requested by patients.

Cons

Although it hasn't been an issue for us, for a very large practice the cost could get rather high as compared to other EHR platforms. Since I have a relatively small practice, the cost is not an issue. There have been problems with sending eprescriptions - The software can not locate the particular medication and you must know the generic as well as the trade name on occasion to get it through. There...

PR
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Phyllis R.

Medical Practice, 1-10 employees

Used other for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A Practical Approach to Integrating an EHR into a Medical Practice

Reviewed 2 years ago

I would definitely purchase this EHR again. It is saving time which is now spent on developing and maintaining our patient base. The recall system has been most helpful. Automating the process for upcoming appointments and lab tests has eliminated a patient from not having the proper screenings prior to the Doctor's appointment. It also keeps the patient from getting 'lost' because a recall wasn't done.

Pros

The software is user friendly. Setup is not difficult. Learning the system is logical. Being able to access the different elements of the Charm EHR helps with training the employees using the system. As they begin to integrate the information about the practice into the Charm EHR their initial orientation reinforces the information they need to complete their tasks. Being able to add different programs is a plus factor. You don't become overwhelmed with too much information at one time. If there are problems support is there to assist where assistance is needed.

Cons

I would like to see Charm use videos with explanations that can be downloaded as slides in order to be able to quickly reference the items being taught. Chatting is fine but when you are interrupted and come back to what you were doing there maybe a lapse of time whereby you are not able to recall exactly what you were suppose to do to resolve the problem. Perhaps U-Tube could be an answer if Charm doesn't have their own site setup. This would be a more user friendly method of learning the EHR.

NB
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Nerissa B.

Mental Health Care, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Love my EHR

Reviewed 2 years ago

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.

EE
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Emily E.

Medical Practice, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for solo-solo practice!

Reviewed 2 years ago

I am happy with my selection of Charm. I have been using it for 15 months and have worked out the kinks in my processes. As with any EHR, not everything is perfect, but it fulfills my need. And the cost is well worth it!

Pros

I like everything being in one place - office notes, appointments, faxes, documents, patient messages, appointment requests, billing. I went from a totally paper practice to Charm, and could only do so because of the reasonable cost of Charm. I am more organized and can respond to my patients as I should in the electronic era.

Cons

Creating my own templates is time consuming, but I appreciate being able to use templates developed by other practices as well. I wish it came with a virtual assistant!

SW
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Shawn W.

Hospital & Health Care, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Strong EHR (Charting) with Superior Patient Engagement Features

Reviewed 2 years ago
Pros

The software is remarkably intuitive. Very easy to navigate from patient setup, scheduler, charting and billing. Charting can be easily customized to your own needs which you can do yourself easily without assistance from "tech support". What really stands out with this EHR compared to others are the patient engagement features. The Patient Portal enables easy document sharing including questionnaires,...

Cons

Only limitation I've noticed is related to case management and the ability to tie several encounters/visits and related documentation under one case. I believe this is a planned improvement. Technical support can be challenging to get on the phone.

AB
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Aaron B.

Medical Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use, complete package

Reviewed 2 years ago

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.

CR
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Christi R.

Health, Wellness and Fitness, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great value for the price

Reviewed 5 months ago

Our practice partners want to practice medicine. They don't want to spend all their time on the computer. As a Telehealth focused practice we want the systems to ease our note taking burden and this EMR does that nicely.

Pros

CharmHealth has been a great find for our practice. The setup time was next to nothing and the ease at which our providers were able to learn the software was surprising.

Cons

The scheduling portion of the software is the one area I think the product owners at CharmHealth could really improve. The limitations are not insurmountable, but compared to the rest of the product, this area could use some updating. It isn't easy to set up block time and if you want the patients to be able to schedule the times at which the patients can see on the web are not customizable to the practice leaving very little options for the practice. I think this is the biggest opportunity Charm has for improvements. The other improvement suggestion comes in the way of being Telehealth focused. There are several areas in the product that still focus heavily on having an office (like uploading insurance cards), however, if we aren't in the office that becomes a challenge,

LF
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Lisa F.

Medical Practice, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ChARM review

Reviewed 3 years ago

Now that I am starting to put all my intake forms, questionnaires, etc. into ChARM, I find it much easier to get a patient set up. I love having easy access to all the patient info, also. I can't wait to get all my inventory and such into the program. What a huge time-saver it will be!

Pros

This software is robust, professional, and grows right along with my practice. I am using it more and more. I have had a difficult time transitioning from paper charting, but ChARM is beginning to win me over! It is an incredible value.

Cons

the ability to chat online with someone in real time when I need help. I like that I can FB message, but having a speedier reply than an hour or two, would be cool.