Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

CharmHealth Patient Portal

Freemium#4 of 14 in Patient Portal Software

CharmHealth Patient Portal: A broad patient portal with web and mobile access, plus a free plan with usage limits. Ranked #4 of 14 in Patient Portal Software by our editors (8.8/10); pricing: Free plan; best for practices wanting a free portal with mobile access.

8.8/10Editor score
CharmHealth Patient Portal8.8 Visit CharmHealth

At a glance

  • Editor score
    8.8 / 10
  • Pricing
    Free plan
  • Best for
    Practices wanting a free portal with mobile access
  • Free plan
    Yes
  • Secure messaging
    Yes
  • Facts checked
    24 Sep 2026
  • 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.

Our verdict on CharmHealth Patient Portal

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 or mobile app. Patients can view clinical records, visit summaries, lab results, medications and shared documents; message providers and practice members; request or book appointments; complete questionnaires and consent forms; request refills; and join telehealth video consultations. Practices enable portal access through CharmHealth EHR, so the portal is part of a practice's broader EHR setup rather than a standalone portal purchase.

The free option has defined operating limits: the Free Plan allows up to 50 encounters per month, 100 portal patients and five users. For practices that outgrow those caps, the Encounter Plan uses usage-based encounter pricing and includes the patient portal. The Provider Plan has fixed provider pricing, unlimited encounters and unlimited patient portal accounts. These are CharmHealth EHR plans that include portal access; practices should weigh encounter volume and provider pricing against the free plan's caps when deciding which fits. The published structure makes the free tier a practical starting point for smaller practices, while paid options provide room for higher usage.

Its feature breadth is useful when a practice wants records, communication, appointment handling, forms, refill requests and telehealth in one patient-facing portal, with access on web, iOS and Android. Payments are conditional: patients can pay invoices and view receipts when prepaid billing or a Bluefin payment gateway is enabled by the practice. That dependency matters for practices expecting online payment functionality by default. Choose CharmHealth when mobile access and a wide range of portal tasks matter, and the practice is comfortable enabling access through CharmHealth EHR. A practice seeking an independently purchased portal or unconditional online payments should consider alternatives.

Your product? Our editors can test CharmHealth Patient Portal in depth and publish a review, labelled as paid · from $149/mo →

CharmHealth Patient Portal pricing

Plans Free planFreemium A usable free plan; paid tiers unlock the limits above. Prices checked 24 Sep 2026.
See plans on charmhealth.com

All 3 CharmHealth Patient Portal plans and prices →

CharmHealth Patient Portal fact sheet

Free planYes
Paid fromNot verified
Secure messagingYes
Record accessYes
Appointment toolsSelf-schedule
Online paymentsYes
Digital formsYes
Mobile accessWeb-and-app
DeploymentCloud, Mobile
PlatformsWeb, iOS, Android
Compliance & securityHIPAA
SupportEmail, Live chat, Docs
Built forSmall business, Mid-market, Enterprise (editorial estimate)
PricingFree plan (source)
Websitecharmhealth.com
Facts checked24 Sep 2026

Alternatives to CharmHealth Patient Portal

See all CharmHealth Patient Portal alternatives →

CharmHealth Patient Portal vs the competition

Compare CharmHealth Patient Portal with any tool side by side →

Used CharmHealth Patient Portal? Be the first to review it

The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used CharmHealth Patient Portal for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

Write a reviewTwo minutes · verified accounts only · read by an editor before it appears

Reviews come only from verified accounts. Sign in or create an account first — your e-mail is never shown.

Your rating

0 characters · at least 80, up to 3,000

Posted from your verified account. Reviews appear after an editor reads them, usually within two working days.

Featured on iTechGuides

Featured on iTechGuides — CharmHealth Patient Portal 8.8/10

CharmHealth Patient Portal is listed in our Patient Portal Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/charmhealth-patient-portal/"><img src="https://www.itechguides.com/best/badge/charmhealth-patient-portal.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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.

Last updated · How we research and update