CharmHealth review

CharmHealth is the cheapest way into a full EHR with billing. Practices with fewer than 50 encounters a month can use the free edition and buy only the add-ons they need, and once a practice crosses that threshold Charm moves it to the Encounter Plan, priced by encounters rather than providers. The Provider Plan costs $200 per provider a month and includes 1,000 texts and 500 faxes,. A $350 plan doubles those allowances. Billing covers claims management and eClaims through Optum, and CharmHealth runs weekly live sessions on billing, eClaims and onboarding. The interface is functional rather than polished, the free tier is limited, and per-message overages can add up for busy offices, so estimate your text and fax volume before choosing a plan.

Who it is for

Very small or new practices that want to start free and add billing, e-prescribing and telehealth as they grow.

Price

Free edition for under 50 encounters a month; encounter-based plan; Provider Plan $200 per provider per month.

The $200 Provider Plan includes an allowance of 1000 SMS/Text Messages per month
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Free edition with a limited feature set and paid add-ons
• Encounter Plan priced by monthly encounters, not providers
• Provider Plan with monthly allowances of 1,000 texts and 500 faxes
• Medical billing and claims, including eClaims through Optum
• Open API and a marketplace of third-party tools

Strengths and weaknesses

• Strength: A free edition lets small practices start at no cost
• Strength: Encounter pricing does not depend on the number of providers
• Strength: Weekly live training sessions on billing and onboarding
• Weakness: The free edition has a limited feature set
• Weakness: Usage overages for texts and faxes are billed per message
• Weakness: Annual discounts require contacting sales

Key facts

• Free plan: Yes, for practices under 50 encounters a month
• Provider Plan: $200 per provider per month, 1,000 texts and 500 faxes included
• Higher tier: $350 plan with 2,000 texts and 1,000 faxes
• Overages: $0.08 per text, $0.10 per fax

Where it ranks

CharmHealth is No. 4 in our Best EHR Software for Small Practices verdict.