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Charm EHR — Features, Reviews & Pricing
Book a demo or request pricing for the cloud EHR, practice management, and telehealth platform trusted by clinicians worldwide.
Charm EHR is a cloud-based, ONC-certified EHR from CharmHealth built for ambulatory practices. Tell us about your clinic and we'll return demo and pricing details matched to your specialty, patient volume, and telehealth needs.
- Cloud-based, ONC-certified EHR built for ambulatory practices
- Integrated practice management, telehealth, and patient portal
- Built-in AI tools (CharmAI Scribe, CharmAssist) to cut charting time
- HIPAA-compliant with role-based access and audit trails
What you can do with Charm EHR
Electronic Health Records
ONC-certified EHR with SOAP notes, templates, e-prescribing, and specialty-specific workflows.
Practice Management
Appointment scheduling, document management, inventory, and role-based access for the whole practice.
Get Charm EHR pricing
Share a few details and we'll return Charm EHR plan details matched to your specialty and practice size.
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Software Finder is an independent software marketplace — not Charm EHR, and not affiliated with or endorsed by them.
By submitting, you agree to Software Finder's Terms of Service and Privacy Policy and consent to be contacted by Software Finder and one or more matched software vendors (which may include Charm EHR) about your request. You can opt out at any time.
Key takeaways
Charm EHR combines an ONC-certified EHR, practice management, telehealth, patient portal, and medical billing into one cloud platform — with built-in AI tools that help providers cut documentation time and stay focused on patient care.
Overview
What is Charm EHR?
Charm EHR is a cloud-based EHR and practice management platform from CharmHealth (charmhealth.com). It brings clinical documentation, scheduling, telehealth, patient engagement, and medical billing into one workspace — with specialty templates and AI-powered documentation tools designed for ambulatory practices.
Best for
Independent and small-to-midsize outpatient practices — family medicine, pediatrics, behavioral health, integrative medicine, and multi-specialty clinics — that want a single cloud EHR instead of multiple stitched systems.
Screenshot taken from the official CharmHealth website (charmhealth.com).
Charm EHR Platform
One connected platform for the whole practice
Charm brings EHR, practice management, telehealth, patient engagement, and billing into a single cloud workspace — so clinical, front-desk, and billing teams work from the same source of truth.
- ONC-certified EHR with specialty templates
- Integrated scheduling, billing, and telehealth
- Cloud-based, HIPAA-compliant, accessible anywhere
Screenshot taken from the official CharmHealth website (charmhealth.com).
AI Documentation
Cut charting time with built-in AI tools
CharmAI Scribe listens to the visit and drafts structured notes, while CharmAssist helps providers write, summarize, and search records — so more of the day goes back to patients instead of paperwork.
- CharmAI Scribe for ambient note generation
- CharmAssist for chart summaries and Q&A
- Provider stays in control of the final note
Screenshot taken from the official CharmHealth website (charmhealth.com).
Telehealth
Turn any practice into a virtual clinic
Launch HIPAA-compliant video visits directly from the schedule. Patients join from a browser link — no downloads — and the visit notes flow straight into the EHR.
- One-click video visits from the EHR
- Browser-based joins for patients — no app install
- Notes, prescriptions, and billing captured in-visit
Who is Charm EHR for?
Use cases
Common ways clinics use Charm EHR
Electronic Health Records
ONC-certified EHR with SOAP notes, templates, e-prescribing, and specialty-specific workflows.
Practice Management
Appointment scheduling, document management, inventory, and role-based access for the whole practice.
Telehealth
HIPAA-compliant video visits launched directly from the EHR — no separate app for patients to install.
Patient Engagement
Patient portal for appointments, pre-visit questionnaires, secure messaging, and personal health records.
Practice Management
Run the front office from one screen
Schedule appointments, manage documents, control inventory, and set role-based access — all connected to the same patient chart so staff never have to double-key data between systems.
Screenshot taken from the official CharmHealth website (charmhealth.com).
Patient Engagement
Keep patients connected between visits
The Charm patient portal lets patients request appointments, complete pre-visit questionnaires, message the care team, and access their health records — reducing phone tag and no-shows.
Screenshot taken from the official CharmHealth website (charmhealth.com).
Medical Billing
Cleaner claims, faster reimbursements
Charm's integrated medical billing handles claims, ERAs, EOBs, and patient statements — with the optional BillerPro RCM service for practices that want a fully managed billing team.
Screenshot taken from the official CharmHealth website (charmhealth.com).
Features
Charm EHR features
Capabilities commonly available on the Charm EHR platform. Exact availability may vary by plan and add-on.
Pros & cons
Charm EHR pros and cons
Pros
- All-in-one EHR, PM, telehealth, and patient portal in one workspace
- Built-in AI (CharmAI Scribe, CharmAssist) reduces documentation load
- Free tier and per-encounter pricing options available
- Specialty templates for family, pediatrics, behavioral health, and more
- Cloud-based and HIPAA-compliant with role-based access controls
Cons
- Depth of features can take time to learn for new practices
- Advanced billing workflows may benefit from the BillerPro add-on
- Some third-party integrations require additional configuration
FAQ
Common questions about Charm EHR
What is Charm EHR?
Charm EHR (from CharmHealth) is a cloud-based, ONC-certified electronic health record and practice management platform for ambulatory clinics, with built-in telehealth, patient engagement, medical billing, and AI documentation tools.
Who is Charm EHR best for?
Charm is a strong fit for independent and small-to-midsize practices across family medicine, pediatrics, behavioral health, integrative medicine, and other outpatient specialties that want a single cloud platform instead of stitching multiple systems together.
How much does Charm EHR cost?
Charm offers free, encounter-based, and provider-based pricing tiers, with optional add-ons for telehealth, patient portal, billing, and AI tools. Request pricing above and we'll return current plan details matched to your specialty and volume.
Does Charm EHR support telehealth and patient portal?
Yes. HIPAA-compliant telehealth is built into the EHR, and the patient portal supports appointment requests, pre-visit questionnaires, secure messaging, and access to health records — all under the Charm platform.
How does Software Finder fit in?
Software Finder is an independent software marketplace. We help you gather Charm EHR demo and pricing details and compare EHR platforms without sales pressure — you stay in control of the decision.
Last step
Ready to see Charm EHR for your practice?
Book a personalized demo and we'll show you how Charm EHR fits your clinical, scheduling, telehealth, and billing workflow — free, independent, and no pressure to buy.
- Cloud-based, ONC-certified EHR built for ambulatory practices
- Integrated practice management, telehealth, and patient portal
- Built-in AI tools (CharmAI Scribe, CharmAssist) to cut charting time
- HIPAA-compliant with role-based access and audit trails
Get a Charm EHR demo
See Charm EHR in action with a walkthrough tailored to your practice.
Free · No obligation · Independent guidance
Software Finder is an independent software marketplace — not Charm EHR, and not affiliated with or endorsed by them.
By submitting, you agree to Software Finder's Terms of Service and Privacy Policy and consent to be contacted by Software Finder and one or more matched software vendors (which may include Charm EHR) about your request. You can opt out at any time.