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Head-to-head · Patient Portal Software

CharmHealth Patient Portal vs Healthie

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score CharmHealth Patient Portal #4 in Patient Portal Software 8.8/10 Free plan Free plan✓ 4 of 4 features Visit CharmHealth
Healthie #5 in Patient Portal Software 8.7/10 14-day trial Free trial✓ 0 of 4 features Visit Healthie

CharmHealth Patient Portal leads on 1 check, Healthie on 0, and 4 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreCharmHealth Patient Portal · 8.8/10
  • Free planonly CharmHealth Patient Portal
  • Free trialonly Healthie
  • Most featuresCharmHealth Patient Portal · 4 of 4

CharmHealth Patient Portal scores higher on our rubric for patient portal software: 8.8 against 8.7 out of 10; our editors rank them #4 and #5.

CharmHealth Patient Portal offers free plan; Healthie doesn't.

CharmHealth Patient Portal is the better fit for practices wanting a free portal with mobile access. Healthie is the better fit for small practices needing portal plus practice workflows.

  • CharmHealth Patient Portal fits best

    Practices wanting a free portal with mobile access

  • Healthie fits best

    Small practices needing portal plus practice workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature CharmHealth Patient Portal 8.8/10 Visit ↗ Healthie 8.7/10 Visit ↗
At a glance
Editor score 8.8 8.7
Ranking #4 in Patient Portal Software #5 in Patient Portal Software
Best for Practices wanting a free portal with mobile access Small practices needing portal plus practice workflows
Pricing model Free plan + paid Paid
Starting price — $18/mo
Free plan ✓ (best) —
Free trial — 14 days
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Live chat, Docs Live chat, Email, Docs
Compliance HIPAA SOC 2, GDPR, HIPAA, PCI DSS
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features CharmHealth Patient Portal 4/4 · Healthie 0/4
Secure messaging ✓ (best) Not checked yet
Record access ✓ (best) Not checked yet
Online payments ✓ (best) Not checked yet
Digital forms ✓ (best) Not checked yet
Specs
Appointment tools Self-schedule Not checked yet
Mobile access Web-and-app Not checked yet
Our review
Pros
  • Patients can access records, visit summaries, lab results and medications.
  • Supports secure messaging, appointment requests, forms, refills and telehealth.
  • Available on the web and through iOS and Android apps.
  • Combines a client portal with scheduling, charting, telehealth, and payments
  • Supports digital intake forms, automated reminders, and recurring appointments
  • Syncs calendars with iCal, Google Calendar, and Outlook
Cons
  • The Free Plan is limited to 50 encounters per month and 100 portal patients.
  • Online payments require the practice to enable prepaid billing or a payment gateway.
  • Paid portal access is included in EHR plans with encounter-based or provider pricing.
  • There is no free plan; the 14-day trial is the no-cost option
  • The $18 monthly starting price requires annual billing
  • Its practice-management scope may exceed portal-only needs
Our verdict

Patients and family members can use CharmHealth Patient Portal, also called Charm Personal Health Record, to access and manage health information online. It suits practices that want patients to handle common portal tasks through a browser…

Read the review →

Healthie brings a patient portal together with EHR charting and practice workflows for health and wellness providers. Private practices can use it for online scheduling, digital intake, appointment reminders, telehealth, and payment…

Read the review →
  1. CharmHealth Patient PortalPatient Portal Software 8.8Free plan
  2. HealthiePatient Portal Software 8.714-day trial

Strengths and trade-offs

  • CharmHealth Patient Portal — where it wins

    • Patients can access records, visit summaries, lab results and medications.
    • Supports secure messaging, appointment requests, forms, refills and telehealth.
    • Available on the web and through iOS and Android apps.

    Where it doesn't

    • The Free Plan is limited to 50 encounters per month and 100 portal patients.
    • Online payments require the practice to enable prepaid billing or a payment gateway.
    • Paid portal access is included in EHR plans with encounter-based or provider pricing.

  • Healthie — where it wins

    • Combines a client portal with scheduling, charting, telehealth, and payments
    • Supports digital intake forms, automated reminders, and recurring appointments
    • Syncs calendars with iCal, Google Calendar, and Outlook

    Where it doesn't

    • There is no free plan; the 14-day trial is the no-cost option
    • The $18 monthly starting price requires annual billing
    • Its practice-management scope may exceed portal-only needs

More comparisons

All patient portal software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update