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Electronic Health Records and Practice Management Software
Recommended
Suzanna F.
Health, Wellness and Fitness, 1-10 employees
Used daily for 2+ years
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I have used Charm for almost three years now for my private practice and it is cost-effective and so powerful and customizable.
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.
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.
Autumn F.
Medical Practice, self-employed
Used daily for 2+ years
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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!
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.
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."...
Sara C.
Health, Wellness and Fitness, self-employed
Used daily for 1-2 years
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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.
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.
I feel the customer services could set up EFT and enrollments for payers to make it streamlined and easier for the provider.
Matthew S.
Health, Wellness and Fitness, 1-10 employees
Used daily for 2+ years
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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.
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.
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...
Phyllis R.
Medical Practice, 1-10 employees
Used other for 6-12 months
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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.
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.
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.
Nerissa B.
Mental Health Care, self-employed
Used daily for 1-2 years
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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!
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!
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.
Emily E.
Medical Practice, self-employed
Used daily for 1-2 years
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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!
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.
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!
Shawn W.
Hospital & Health Care, 1-10 employees
Used daily for 1-2 years
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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,...
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.
Aaron B.
Medical Practice, 1-10 employees
Used daily for 2+ years
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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.
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.
Applying payments when paying multiple invoices at once is slower than making and applying payments to one invoice which is automatic and very efficient.
Christi R.
Health, Wellness and Fitness, 1-10 employees
Used daily for less than 6 months
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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.
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.
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,
Lisa F.
Medical Practice, 1-10 employees
Used weekly for 2+ years
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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!
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.
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.
Khanh P.
Hospital & Health Care, 1-10 employees
Used daily for 2+ years
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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.
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.
Margo C.
Hospital & Health Care, 1-10 employees
Used daily for less than 6 months
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At first I insisted on meeting staff and it was not welcome at first however when I was able to touch base with an instructor it made a huge difference to learn it’s functionality.
The software is practical and you can use it on a cell phone which is great. I do home visits and it is very helpful.
There is a learning curve to use it but once you learn it it is great.
Stephanie F.
Alternative Medicine, 11-50 employees
Used daily for 2+ years
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Overall I am very pleased with charm. It is ease to use, offers lots of reports and analytics, and everything is contained.
I love that everything (records, charting, scheduling, communication within office and with patients, billing, supplement inventory) is all contained within charm.
Inactive patients are treated no differently from active patients. Once inactivated, a patient shouldn't be able to have an invoice or encounter created. Inability to relabel or change dates. Searching is also a challenge. If there were a way to have a search bar that searched the entire patient chart (messages, tasks and comments, quick notes, encounters, labs, documents), that would be extremely helpful.
Verified reviewer
Medical Practice, 1-10 employees
Used daily for 2+ years
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Having the billing and collections reports intergated to the EHR makes a huge positive differnece, and the price is very reasonable to services rendered.
I like being able to see waht colleagues are doing with my patinets, and also like the intergrated billing and messaging support. having everythign on one place makes patinet care easier. I also enjoy being able to see patient messages and appointment requests via my cell phone app
I can't pull up a patient chart on my cell phone app, which makes answering specific questions ont he go difficult. Charm also lacks larger intergration of hospital visits-- we ahve to have other doctors fax results/ notes and enter them manually which can be a bit of a pain and hinderance to patinet care
Charles C.
Health, Wellness and Fitness, 11-50 employees
Used daily for 2+ years
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For us, it was a system that would be device agnostic. Charm works on any computer or mobile device with an HTML5 compliant browser.
Easy to get started. Has a very approachable user interface. Easy learning curve. Always improving. The company listens to customers and incorporates improvements based on feedback. Comparatively very inexpensive. Integrates with labs, erx solutions, and e-commerce solutions.
Customer Service is offshore and is not "real-time". But they do respond and are usually helpful. It is a trade-off for the pricing of the software. Some design issues in billing involving the integrated billing clearinghouse and downloading ERA's, and real-time eligibility verification requires a workaround to normal practices.
June A.
Medical Practice, 1-10 employees
Used daily for 6-12 months
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EHR was OK. Billing related is nightmare. Poor responds from certain people from company!
It looks clean, modern looking, more user friendly than my previous one.
Billing and customer service is a nightmare. I started using Charm Billing back to October 2020. I got a zoom training for about an hour or two, during the training, there was one or two insurance was put into the system. After that, I was told to do it myself. However, I could not login for a long time. Finally, I had to set up another login in order to get into the right place. Until March 2021,...
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Medical Practice, 1-10 employees
Used daily for 1-2 years
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It is OK for clinics just starting out. Once you get beyond 2 patients an hour, it takes too long to chart and bill appropriately.
Great small all-around software that provides everything a small company needs. You can see a patient's financials from right within the chart, which is excellent. As well as their prior appointments. You can copy over phrases or entire notes from prior as well. e-scripts are easy, but do lack notifications. Scheduling is good. And, patient is able to book their appointments from your website.
Charting can be combersome. Our main issue is that the billing isn't robust enough. You have to use their system and their billers to get any benefit out of it.
Dear Anonymous Reviewer- Thank you for your review. We would actually love to work with you on the issues you are having! Are you taking advantage of all the billing features? We also have billing support in case you'd like to bill on your own. If you email me at info@charmhealth.com with the Subject: Attn:Billing Help Needed-- I can help nail down the problem and suggest an appropriate solution for you. Thank you and hope to hear from you soon!
Elizabeth S.
Medical Practice, 11-50 employees
Used daily for 1-2 years
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I like that telemedicine platform, that is easy to use, and the fullscripts it easy. That's the only thing that really makes it stand out from other EMRs.
Fullscripts integration, telemedicine, PMP integration.
There is no orders tab, no diagnostic testing tab. Everything that is a task, can be completed, but not deferred or deleted if not performed. There is no integration of software for diagnostic testing like EKG, Spirometry, or Holter Monitors. The process of customization is not very easy. When a lab order is connected with an encounter it can't be modified through the lab tab (makes NO sense). Billing needs to be updated, it's completely an obsolete system that is being used. More providers would use this if you would fix, incorporate, include these MAJOR items.
Dear Dr. Seymour, Thank you for your review! We are happy you are enjoying some of Charm's features such as telemedicine and Fullscript Integration. Regarding some of the other features you are requesting, we're sorry to hear you were less than satisfied with Charm. We value our customers' opinions and would like to thank you for bringing this to our attention. We will reach out soon and you should get an email from me to determine how we can provide a solution that makes things right. Yours sincerely, Ranjani from Charm Health
Lisa L.
Health, Wellness and Fitness, 11-50 employees
Used daily for 2+ years
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ChARM has been a great experience, with integrated billing, inventory, practice management, and patient scheduling.
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.
There are some bugs when new features are released, but they are quickly remedied.
Patricia K.
E-Learning, self-employed
Used weekly for 1-2 years
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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.
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.
I think the use of the white board could be expanded.
Renee C.
Health, Wellness and Fitness, 1-10 employees
Used daily for 6-12 months
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We switched to Charm when Practice Fusion moved from their free model. Honestly, I like this software better. It is more customizable and has more included features. It runs fast, is always up, sends text appointment reminders for free and voice reminders for a low price. I probably trialed 20 EHR systems before deciding on this one, and for the features and price point, I couldn't beat it, particularly for a small practice with multiple part-time providers, where we really can't afford to pay high prices per month for provider. Charm charges you for the number of encounters your practice has, so it remains in line with your profits. We are a mental health practice, and while it's not geared specifically towards this, if you tweak the form templates just a little, it works just fine.
Very customizable, reasonably priced add on services, receipt printing and accounting, good email options, snotty to send patients custom forms with their initial appointment confirmation, easy repeating of medications/diagnoses/prior note, great price point.
Nothing really... Except that it's not going to help you very much with MIPS.
Peggy S.
Hospital & Health Care, self-employed
Used daily for less than 6 months
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Getting all of billing services set up - just need the equipment and a little more time to implement this component.
Flexible program, HIPAA & HITECH compliant. Superb support staff!
More resources for therapy providers would be helpful.
Laura D.
Health, Wellness and Fitness, self-employed
Used weekly for 2+ years
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Positive. Add-ons of faxing, eprescribing and ability to taking payments, including recurring payments.
Easy to get set up quickly, affordable, Zoom HIPPA compliant, templates.
Patients can't seem to update their demographic information, and credit card information themselves. Extra fee for patients to cancel/change their own appointment.
Kate T.
Hospital & Health Care, 1-10 employees
Used daily for 6-12 months
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We use Charm for a Telepsychiatry company with all TeleHealth visits. Charm has been responsive to our product inquiries and integration options.
Low cost, can view software ahead of purchase, responsive customer service, easy to use and train, customizable.
Not quite enterprise level yet, still some basic features most other EHRs have that are missing. But, Charm is catching up!