
CharmHealth Review
Cloud EHR and practice management
A cloud EHR and practice management system with a bariatrics and weight-loss offering: Surescripts-certified e-prescribing with EPCS, LabCorp and Quest lab orders, patient weight logging, weight-loss templates, batch-level inventory, consent forms, two-way texting and a free edition. Pricing is partly published in its FAQ. No med spa positioning was found.
Overall
#11 of 15
100% of criteria evidenced
Where CharmHealth ranks
CharmHealth pricing
| Plan | Price | Terms |
|---|---|---|
| Free edition | $0.00 a month | limited features, under 50 encounters a month Source |
| Encounter Plan | $0.50 per encounter | minimum $25 a month; any number of providers Source |
| Provider Plan | $200.00 per provider a month | includes 1,000 text messages a month Source |
Published add-ons
Prices come from its pricing FAQ; its main pricing page redirected outside the US to a request form, so the full plan list was not seen. Card processing rates are not published.
CharmHealth scores, with the evidence
Clinical and aesthetic charting
3 / 5- Injectable, face or body charting that maps units or treatment areas (not found)
- Before and after photo capture or management (not found)
- Digital consent forms (published)
- Product lot, batch or inventory tracking (published)
- “CharmHealth EHR allows physicians to share pre-appointment questionnaires and consent forms with the patients” Source
- “This feature enables Practices to administer drugs directly from in-house inventory during an Encounter, with real-time stock deduction from the selected batch.” Source
General image annotation is offered, but not injectable or face mapping. Before and after photo capture was not found.
Weight-loss and GLP-1 programme tools
5 / 5- E-prescribing (published)
- Weight or body-composition tracking, or remote progress check-ins (general telehealth visits do not count) (published)
- Weight-loss or GLP-1 programme, protocol or subscription tooling (published)
- Lab ordering and results, or a pharmacy integration (published)
- “connect to more than 70000 pharmacies in the USA to send electronic medical prescriptions and receive refill requests” Source
- “Questionnaires and Screening forms can be shared with patients, to allow them to log their daily weight, exercises, and diet” Source
- “CharmHealth EHR provides ready-to-use templates for weight loss clinics” Source
- “integrated with lab chains like LabCorp, Quest, etc., thereby allowing you to send your lab orders online and receive lab results” Source
Programme tooling is counted for templates built for weight-loss clinics; no GLP-1 subscription tooling was found.
Pricing transparency
3 / 5- Every plan has a published price (not found)
- Payment processing rates are published (not found)
- A starting price, or some plans, are priced (published)
- A pricing page describes the plans without figures (not found)
- “The $200 Provider Plan includes an allowance of 1000 SMS/Text Messages per month” Source
Payments, memberships and packages
4 / 5- Integrated card payments or point of sale (published)
- Memberships or recurring subscriptions (published)
- Packages, prepaid series or gift cards (published)
- Deposits, cancellation fees or patient financing (not found)
- “CharmHealth EHR is integrated with Bluefin Payment gateway so that Practices can charge their Patients within the application” Source
- “The Provider can create a recurring schedule for charging a card periodically.” Source
- “The 'Billing Packages' allows the Practices to create Packages for a set of Procedures/Treatments that can be used by the Patient over a period” Source
Payments need a Bluefin merchant account. Deposits, cancellation fees and financing were not found.
Booking and patient engagement
5 / 5- Online self-booking (published)
- Automated appointment reminders (published)
- Two-way texting or messaging (published)
- A patient portal or patient app (published)
- Marketing automation, reviews or loyalty (not found)
- “Allow patients to book appointments from your website and patient portal” Source
- “Automated appointment reminder emails sent to patients helps reduce No Shows.” Source
- “Two-way Text feature enables Practices to send and receive secure text messages from patients.” Source
- “Request appointments with your care team easily from the patient portal” Source
Another page describes booking as requests that staff approve. Two-way texting needs an add-on.
Compliance and security
4 / 5- States HIPAA compliance (published)
- States it signs a business associate agreement (BAA) (published)
- States support for controlled-substance e-prescribing (EPCS) (published)
- States SOC 2, HITRUST or ISO 27001 (not found)
- “CharmHealth EHR is a HIPAA compliant EHR and has stringent security and privacy practices” Source
- “you and we may enter into a Business Associate agreement before using the CharmHealth EHR Services” Source
- “CharmHealth's eRx / EPCS enrollment processes and workflows are certified by Surescripts and audited by Drummond for EPCS and MU.” Source
No SOC 2, ISO 27001 or HITRUST statement was found.
Onboarding and support
4 / 5- Free trial or self-serve signup (published)
- Data migration or import offered (published)
- Onboarding or training included (not found)
- Support channels or hours published (published)
- “Unlike most platforms, CharmHealth lets you get started for free.” Source
- “Depending on the complexity of migration and number of patients to be migrated, our service charges could be as low as $2000.” Source
- “We also offer live support where in customers can simply visit our web site and chat with our support reps.” Source
Migration is paid, and training sessions are charged by the hour, so onboarding is not counted as included.
What we could not verify
Not found on CharmHealth’s public pages. Each is a statement about what it publishes, not about what the software does.
- Med spa positioning. Not found.
- Injectable or face charting, or before and after photos. Not found.
- The full published plan list. Its pricing page redirected outside the US.
- Card processing rates. Not found.
- Deposits, cancellation fees, financing or gift cards. Not found.
- SOC 2, ISO 27001 or HITRUST. Not found.
CharmHealth alternatives
CharmHealth questions
How much does CharmHealth cost?
CharmHealth publishes 3 plans: Free edition at $0.00 a month (limited features, under 50 encounters a month); Encounter Plan at $0.50 per encounter (minimum $25 a month; any number of providers); Provider Plan at $200.00 per provider a month (includes 1,000 text messages a month). Read from charmhealth.com on 2026-10-23.
Is CharmHealth HIPAA compliant?
CharmHealth states that it is HIPAA compliant and that it signs a business associate agreement (BAA).
Does CharmHealth support weight-loss or GLP-1 clinics?
Its pages publish: E-prescribing; weight or body-composition tracking, or remote progress check-ins (general telehealth visits do not count); weight-loss or GLP-1 programme, protocol or subscription tooling; lab ordering and results, or a pharmacy integration.
Does CharmHealth have injectable or aesthetic charting?
No injectable or face charting was found on CharmHealth's public pages.
What are the best alternatives to CharmHealth?
Under the weight-loss clinics weighting, the highest-scoring alternatives are Healthie (4.6), OptiMantra (4.3) and Pabau (4.2).
Compiled from charmhealth.com on 2026-10-23. CharmHealth has no relationship with Clinic Partner Guide and did not review this page. Scores follow the clinic software methodology.