KeenVerdict

Review · Health & wellness

CharmHealth review

Cloud EHR, practice management and billing platform with a free tier for low-volume practices and usage-based pricing.

By the KeenVerdict research desk · Updated November 9, 2026

Features (40%)
7.7
Ease of use (30%)
7.4
Value (30%)
9.2

CharmHealth is the cheapest way to start in this list. Practices with fewer than 50 encounters a month can use the free plan and add only the add-ons they need. Past that point the account moves to the Encounter Plan, which bills per encounter with a $25 monthly minimum and does not depend on the number of providers. Busier practices can choose a Provider Plan instead; Charm's FAQ describes a $200 plan with 1,000 text messages and 500 e-faxes a month, and a $350 plan with larger allowances. The platform covers the EHR with AI documentation tools, practice management, a billing platform, optional RCM services, eRx and telehealth, and the patient portal is free for every registered patient. EPCS is an extra $250 per provider for a one-year license. Overage fees for texts and faxes add up for busy offices, so estimate monthly volume before choosing a plan.

Who it is for

New or part-time practices with low visit volume that want to start free and pay as they grow.

Price

Free under 50 encounters a month; Encounter Plan minimum $25 per month.

The minimum subscription fee per month is $25.
Quoted from the vendor pricing page on November 9, 2026.

Key features

  • EHR with AI tools and CharmCopilot for documentation
  • Practice management, billing platform and RCM services
  • eRx and EPCS
  • Telehealth and a patient portal free for every registered patient
  • API program and third-party marketplace

Strengths and weaknesses

  • Strength: Free plan for practices under 50 encounters a month
  • Strength: Encounter Plan pricing does not depend on number of providers
  • Strength: Provider Plan includes telehealth
  • Weakness: Usage fees for SMS beyond allowances and per e-fax overage
  • Weakness: EPCS costs $250 per provider per year
  • Weakness: Interface has more settings to learn than simpler tools

Key facts

  • Free plan: Yes, under 50 encounters per month
  • Provider Plan: $200 plan with 1,000 texts and 500 e-faxes per month
  • EPCS: $250 per provider per year

Where it ranks

CharmHealth is No. 6 in our Best EHR Software for Small Practices verdict.

Alternatives we scored

Visit charmhealth.com · Questions or corrections: editorial@keenverdict.com