The Charm EHR Insider’s Guide
Everything we know about Charm EHR in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Charm EHR
The Insider’s Guide
Cloud EHR with an AI scribe for medical and psychiatry practices
Every plan, grade, refund rule and rival among therapy and clinic software, read from Charm EHR’s own pages.
Made by MedicalMine Inc. · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Charm EHR’s own pages, its app-store listings and our grades. Every fact in it is on Charm EHR’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 15 of the 38 other therapy and clinic software we grade
Charm EHR, from CharmHealth, is a web-based EHR and practice management system that covers many specialties, including psychiatry. It offers SOAP templates, e-prescribing, lab interfaces, a patient portal, telehealth, billing and an AI scribe. The vendor says you can sign up free, and quotes pricing through a form.
To get you started, here are 8 things to know about Charm EHR, taken from its own pages and our grades.
The vendor says you can start free, but no limits or prices are published and the pricing page is a request form.
- 1
Best for medical or psychiatry practices wanting an AI scribe
Charm EHR is a cloud EHR with an AI scribe, SOAP templates, private psychiatry charting, e-prescribing, labs, a portal and billing.
- 2
There is a free plan
The vendor says you can start for free; the free version's limits are not published.
- 3
It runs on Web
Web.
- 4
AI scribe and assistant
CharmAI Scribe helps write visit notes, and CharmAssist is a clinical assistant that can draft referral letters and read lab results.
- 5
Specialty SOAP templates
Custom SOAP templates tailored to a specialty, with decision trees to drill into chart annotations and a flowsheet for vitals and labs.
- 6
Private charting for psychiatry
The psychiatry page describes private charting that restricts psychotherapy notes to the treating psychiatrist.
- 7
A 2.2 GPA, above 15 of 38
That is against the other therapy and clinic software we grade, on value, the free plan, features, ease of use and platforms.
- 8
Keep it
To replace Charm EHR you would be making video sessions that meet health privacy rules. That is not a weekend's work, with an AI app builder or without one.
Charm EHR at a glance
- Pricing
- Free plan
- Free plan
- Yes
- Free trial
- None stated
- Runs on
- Web
- Made by
- MedicalMine Inc.
- Category
- Therapy & Clinic Software
- Our grade
- 2.2 GPA, fair
The report card
Best for medical or psychiatry practices wanting an AI scribe
Charm EHR is a cloud EHR with an AI scribe, SOAP templates, private psychiatry charting, e-prescribing, labs, a portal and billing. The vendor says you can start free, but no limits or prices are published and the pricing page is a request form. It is a general medical EHR, not one made for therapists.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | No prices are published, so we hold it at the middle of the therapy-clinics range ($39 a month). |
| Free plan and trial | C | The vendor says you can start free, but what the free sign-up includes is not stated. |
| Features | C | AI scribe, templates, psychiatry charting, e-prescribing, labs, portal and billing. It is a general medical EHR, so therapy-specific work is thinner. |
| Ease of use | C | No store rating on record. An EHR means setting up templates, billing and lab links first. |
| Platforms and integrations | B | A web service with LabCorp and Quest links, and no apps listed. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Charm EHR is for
- Fits if you run a psychiatry or medical practice that prescribes and orders labs
- Works for a practice that wants an AI scribe inside the EHR
Who it is not for
- Skip it if you need to know the price first, as the pricing page is a request form
- Not for you if you only do talk therapy, as it is a general medical EHR with a psychiatry page
- Watch out: what the free start includes is not stated
- Too light on detail for planning a budget: no per-provider or billing-claim rates are shown
Good to know
Good for
- Psychiatrists who also prescribe and order labs
- Practices that want one EHR across several specialties
- Teams switching EHRs that want help from a migration manager
Worth knowing
- No prices are published: the pricing page is a request form.
- It is a general medical EHR with a psychiatry page, not built only for therapists.
- The site gives no billing-claim or per-provider rates, and what the free sign-up includes is not stated.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
Charm EHR's current pricing could not be confirmed from its own site.
The vendor says you can start free, but what the free sign-up includes is not stated.
We could not confirm Charm EHR’s current prices from its own site, so this guide lists no plans. charmhealth.com has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Cloud EHR with an AI scribe for medical and psychiatry practices. Here is what it does, as its own site describes it, and what it covers: AI features, templates, clinical notes, insurance billing, telehealth, appointment booking.
AI scribe, templates, psychiatry charting, e-prescribing, labs, portal and billing.
- AI scribe and assistant
- CharmAI Scribe helps write visit notes, and CharmAssist is a clinical assistant that can draft referral letters and read lab results.
- Specialty SOAP templates
- Custom SOAP templates tailored to a specialty, with decision trees to drill into chart annotations and a flowsheet for vitals and labs.
- Private charting for psychiatry
- The psychiatry page describes private charting that restricts psychotherapy notes to the treating psychiatrist.
- E-prescribing and labs
- Electronic prescriptions to over 70,000 pharmacies, plus lab interfaces for LabCorp, Quest and others over HL7.
- Patient portal and billing
- A patient portal for appointments, documents and questionnaires, plus practice management and a medical billing platform.
Where it runs
- Web
What it works with
- LabCorp
- Quest
Charm EHR is made by MedicalMine Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
15/38
Other therapy and clinic software it is graded above
Charm EHR's GPA of 2.2 is higher than 15 of the 38 other therapy and clinic software we grade, and level with 9.
It stands best on platforms and integrations (B, above 14 of 38) and worst on features (C, above 0).
Each grade against the category
Every bar is all 39 therapy and clinic software we grade, cut by the letter each got. Charm EHR’s own letter is outlined.
- CValue for moneyAbove 9 of 38
- CFree plan and trialAbove 11 of 38
- CFeaturesAbove 0 of 38
- CEase of useAbove 0 of 38
- BPlatforms and integrationsAbove 14 of 38
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Charm EHR you would be making video sessions that meet health privacy rules. That is not a weekend's work, with an AI app builder or without one.
What you could make
- Clinical notes, templates and appointment booking: an app builder makes these well.
What you could not
- Video sessions that meet health privacy rules.
- Insurance claims sent to payers through a clearinghouse.
- AI features, unless you pay a model provider for each request yourself.
What this rests on. Charm EHR’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
DrChrono, Tebra, Elation Health, SimplePractice and TherapyNotes
The 5 tools Charm EHR is most often weighed against, with where each one differs from it.
- 2.0GPA
DrChrono
Paid
Cloud EHR, practice management and billing by EverHealth.
- Charm EHR has a free plan. DrChrono does not.
- Charm EHR also covers templates.
- DrChrono also covers dictation.
- 2.0GPA
Tebra
Paid
EHR, medical billing and patient marketing for independent practices.
- Charm EHR has a free plan. Tebra does not.
- Only Tebra lists an iOS app.
- Charm EHR also covers templates.
- 1.8GPA
Elation Health
Paid
EHR and billing platform built for primary care practices.
- Charm EHR has a free plan. Elation Health does not.
- Only Elation Health lists an iOS app.
- Charm EHR also covers templates and appointment booking.
- 2.8GPA
SimplePractice
Free trial · from $49/mo
Practice management and EHR for private-practice therapists.
- Charm EHR has a free plan. SimplePractice does not, though it has a free trial.
- Only SimplePractice lists iOS and Android apps.
- Charm EHR also covers templates.
- 2.2GPA
TherapyNotes
Free trial · from $69/mo
Behavioral health EHR with notes, insurance billing and client portal.
- Charm EHR has a free plan. TherapyNotes does not, though it has a free trial.
- Only TherapyNotes lists iOS and Android apps.
- Charm EHR also covers templates and appointment booking.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
10
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Charm EHR free?
Charm EHR has a free plan. The vendor says you can start for free; the free version's limits are not published.
What platforms does Charm EHR work on?
Charm EHR is available on Web.
Does Charm EHR have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Charm EHR is listed for Web.
Does Charm EHR have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Charm EHR is listed for Web.
Is Charm EHR open source?
Charm EHR is not described as open source on its own site, as read on Nov 12, 2026.
What does Charm EHR integrate with?
Charm EHR's listing names LabCorp and Quest. A listing names up to eight integrations, so it may connect to more.
Who makes Charm EHR?
Charm EHR is made by MedicalMine Inc.
What are the alternatives to Charm EHR?
The closest alternatives to Charm EHR in our directory are DrChrono, Tebra, Elation Health, SimplePractice and TherapyNotes.
How does Charm EHR compare with other therapy and clinic software?
Charm EHR's GPA of 2.2 is higher than 15 of the 38 other therapy and clinic software we grade, and level with 9.
Could I make my own version of Charm EHR?
To replace Charm EHR you would be making video sessions that meet health privacy rules.
Where this guide comes from
The prices, plans, platforms and features were read from Charm EHR’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. Graded from this listing, whose facts were read from Charm EHR's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by MedicalMine Inc. Prices change, so check charmhealth.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Charm EHR, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/charm-ehr
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Charm EHR: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/charm-ehr
Know someone choosing between therapy and clinic software?
Send them this guide: toolgpa.com/tools/charm-ehr/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded therapy and clinic software after Charm EHR, each with an Insider's Guide of its own.
- Therapy & Clinic Software Insider's GuideEvery one of the 39 therapy and clinic software we grade, compared
- Halaxy Insider's GuideFree practice management software for health practitioners3.0 GPA
- SimplePractice Insider's GuidePractice management and EHR for private-practice therapists2.8 GPA
- Upheal Insider's GuideAI therapy notes, with an optional full practice EHR2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Charm EHR’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Charm EHR is a trademark of its owner, and this guide is not made, paid for or approved by MedicalMine Inc. Prices and plans change: check charmhealth.com before you buy.