CharmHealth Reviews

Pros

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.

Cons

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.

Pros

Intuitiveness. Easy to use.
Customizable templates, macros, user roles.
Integrated instant messaging for staff, text messaging for patients, fax, referral management.
Ability to customize automation of the RCM.

Cons

Onboarding is brief and not very detailed. However, the intuitiveness sort of compensates. Also, time to response when you reach out for technical support can vary. Sometimes immediately, at other times can take up to a week.

Alternatives Considered

Reasons for Choosing CharmHealth

Switched From

Reasons for Switching to CharmHealth

Pros

Charm is easy to use. The EHR supports clinic work flow.

Cons

We needed to customize reports and charm team was helpful

Pros

It is easy for my collaborating MD to sign my charts. Ability to have multiple locations.

Cons

The customer service sucks! It takes them forever to address tickets. The erx and EPCS set up has taken more than 4 months for me. I trialed another EHR and I was set to go in a week. They seem pretty nonchalant about ehr issues.

Pros

They customer service and IT people are excellent. They take the time to listen, teach and resolve.

Cons

I feel like the analytics could be more robust and I have learned at Charmalot that it is being worked on.

Pros

Free, good support, relatively user friendly, customizable

Cons

There is nothing specific I like least about CharmHealth

Alternatives Considered

Reasons for Switching to CharmHealth

Pros

I enjoy being able to have access to multiple facilities, and the ability to customize appointments, encounters, and pt portal/demographics. Charm is also very user friendly.

Cons

We are a high volume clinic, needing a more personalized scheduling system. Ex: Max patients scheduled at one time, staff break time block offs where no one can be booked, switching patients to each facility from their appointments page.

Pros

How easy I can get billing done for the practice.

Cons

I can’t get timely answers from support. When I do get an answer, it doesn’t help.

Pros

Charm is user friendly and the support staff has been great.

Cons

Knowing how to access all aspects of Charm. As a new user, It wasn't easy to navigate where to go to get help.

Pros

Access to analytics and metrics promotes realtime awareness

Cons

Print size is too small where the catogorized menus are

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." When I started to use the e-prescribe feature last year, I received several phone calls wanting to verify prescriptions after I sent them through Charm. As a result, I am no longer using the e-prescribing feature and I am calling in my prescriptions or using a paper prescription pad.

I like the options for customizing the templates. I would like it even more if there was a feature to "publish" the treatment plan before signing the full chart - sometimes a telemedicine patient needs the information quickly, and may not have time to wait until I finish my charting at the end of the day.

I would also like it if the sections for typing chart notes took up more vertical space. For example, I can only see about 10 lines of text as I am taking notes, and it would be helpful if those spaces were expanded vertically. Perhaps the patient info at the top of the chart could be condensed to the left side so that the charting space could expand vertically.

Pros

The options to customize it to your liking is flexible.

Cons

Untrustworthy with taking money from you account.

Pros

CharmHealth was very easy to set up and get started in terms of cost and customization. You can change things as you go and add on features the need arises. You don't need to pay for things you don't need. Customer service is easy to reach and responsive. Calendar and payment are built in, so you don't need different contracts/payments or programs to set up with and interface.

Cons

I wish the note was more customizable and labs autopopulated. I would love to use dot phrases because they are much faster than setting up then clicking through to get the right template. I wish I could design tables/flowsheets (ie to compare DXA over the years) that I could pull into the note.

Pros

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.

Cons

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.

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.

Alternatives Considered

Reasons for Switching to CharmHealth

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.

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!

Pros

This is the most affordable option out there and really provides you the option to grow. If you are a new practice and don't need a lot of bells and whistles, then this is a great option. Fancier features cost more.

Cons

My main gripe was with the online booking. There was no way to customize menus or offer links for one service so the patient is presented with every service available for online booking in alphabetical order. No way to change the order unless you get creative with naming of services. There is also only one option for integrated payment processing which was not good for me, especially since that company took 6 months to respond to me about opening an account.

Pros

Customizable
Easy
Reports are diverse

Cons

How much time I have to spend on it
Still iron out glitches maybe forever

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.

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?

Pros

I love the customizability of this EMR. Also our chart notes are not 6 pages of filler. Charm is always adding new features and updating things behind the scenes.

Cons

As with any system there is always a little thing here or there but no cons to talk about.

Pros

I like there software in general, scheduling and itemizing unique purchases and price. This is all good if they had customer service.

Cons

Lack of support or none.. We needed help with the Faxes stopped working and tried calling and just left message. Days later no response, so we had to use another company for faxes.

Pros

Overall, we a happy with the system and the ease or using it. You can customize Charm based on specific needs or wants. I am very happy with the RCM team and how they take time out to make sure you understand and all your questions are answered

Cons

The initial setup was difficult. I did not feel we got great support with the initial set up. Due to not understanding the system we were left to figure it out or would just get written instructions which is fine, but difficult when you are starting up a new system and trying to keep your practice up and running. However after the initial setup and with the continued training with the RCM department it has been much better.

Pros

Cost. It’s free until a certain number of charts, but still has high functionality. You can pay monthly premiums for an internal medical records fax option. There are additional features with premiums, but the fax option is the only one I’ve used and can recommend.

Charm has a relatively slick new OS.

Patients can have linked accounts between clinics so they can check internal messaging and treatment protocols from multiple facilities with 1 login.

Cons

Charm’s ability to create billing statements, and comprehensive receipts is very limited.

It’s customer service is near non-existant. With email only options to communicate, you can expect your first response to come somewhere between 1-3 business days. The initial response is usually something generic that’s been copy pasted and you’ll have to go back and forth a few times to get a response that actually matches your circumstance.