ChARM EHR
ChARM EHR is a cloud-based, AI-enhanced electronic health record and practice management platform serving solo providers through enterprise health systems across 36+ medical specialties. Operated by MedicalMine Inc. since 2007, it offers freemium entry and modular subscription pricing with integrated billing and patient engagement.
- Company typePrivate
- Founded2007
- HeadquartersPleasanton, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What ChARM EHR does
ChARM EHR, operated by MedicalMine Inc. and headquartered in Pleasanton, California, is a cloud-based electronic health record (EHR) and practice management platform founded in 2007 and designed for healthcare practices ranging from solo providers to large multi-provider clinics and enterprises. The platform unifies EHR, practice management, revenue cycle management, medical billing, and patient engagement in a single suite, and supports 36+ medical specialties including family practice, cardiology, dermatology, behavioral health, and integrative specialties such as functional medicine, naturopathy, and nutrition. Core technical components include an AI-embedded EHR with CharmCopilot for AI-powered clinical documentation, deep integrations with specialty functional-medicine labs (Genova, DUTCH, Mosaic), wearable device connectivity (Apple Health, Oura Ring), a third-party developer API program, and the CharmHealthHub Marketplace for plug-in applications. Multi-factor authentication (OneAuth with push, TOTP, backup codes, and passphrase options) and patient-facing engagement tools (appointment scheduling, document sharing, health record access, questionnaires) round out the platform. CharmHealth has no disclosed funding rounds and operates as a privately held, bootstrapped business with a 1-10 employee headcount range.
The company monetizes through a freemium-plus-subscription model: a free tier allowing up to 50 encounters per month provides self-serve entry with no credit card required, after which practices pay monthly for selected modules under a pay-only-for-what-you-need structure, and enterprise customers receive customizable annual contracts with dedicated sales support. Distribution combines direct self-serve signup globally with an enterprise field-sales motion, supplemented by review-platform presence (Capterra, GetApp, Software Advice, G2 Crowd, FeaturedCustomers), a podcast (Digital Health Disruptors), the CharmHealthSquare physician community, recurring training webinars, and conference participation (notably ViVE 2026). Customer acquisition is anchored by individual practitioner testimonials (Dr. Jason Giles, Dr. Andrew Wong, Cassaundra Graves, Olga Muller, Olga Ryzhikova, Kimberly Shirk, Rachel Denney, Emily Kircher) rather than named institutional logos, indicating a long-tail, SMB-skewed install base.
ChARM EHR firmographics
Firmographics- Name
- ChARM EHR
- Legal name
- MedicalMine Inc.
- Website
- https://charmtracker.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ChARM EHR is a cloud-based, AI-enhanced electronic health record and practice management platform serving solo providers through enterprise health systems across 36+ medical specialties. Operated by MedicalMine Inc. since 2007, it offers freemium entry and modular subscription pricing with integrated billing and patient engagement.
- Ownership category
- akta.pro rank
ChARM EHR industry classification
Industry- Product category
- Electronic Health Records (EHR) Software
- NAICS
- Offices of Physicians, Mental Health Specialists (621112)
- SIC
- Services-Health Services (8000)
- akta.pro primary industry
- Ambulatory & Physician Practice EHRs (HLACAAAB)
- akta.pro secondary industries
- Specialty EHRs (e.g., Behavioral Health, Oncology, OB/GYN, Pediatrics) (HLACAAAC), EHR Extensions, APIs, App Marketplaces & SMART-on-FHIR Apps (HLACAAAN)
Keywords
Where ChARM EHR is headquartered
LocationHeadquarters
- HQ city
- Pleasanton
- HQ country
- United States
- HQ region
- North America
Markets served
ChARM EHR business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- EHR Platform Subscription: AI-enhanced EHR system with practice management capabilities. Pricing based on selected tools and features with pay-only-for-what-you-need model. Free version available for initial exploration with ability to scale.
- Billing and RCM Services: Revenue cycle management and medical billing platform services for clinics and health systems.
- Enterprise Customization: Enterprise-tier services with fully customizable solutions scalable with enterprise systems, priced based on organizational needs.
- Freemium Entry Tier: Free version allows users to explore and experience platform capabilities before upgrading to paid tiers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free Entry Tier |
| Subscription | Monthly | Pay-per-use Model |
| Subscription | Annual | Enterprise Tier |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
ChARM EHR product offering
Product offeringCore offering
ChARM EHR (CharmHealth) is a cloud-based, AI-enhanced electronic health record platform that unifies practice management, medical billing, revenue cycle management, and patient engagement for healthcare providers. Founded and designed by doctors, the platform includes CharmCopilot AI-powered documentation and supports a freemium entry tier with pay-only-for-what-you-need scaling for practices ranging from solo providers to large health systems.
Product overview
CharmHealth is an AI-enhanced, cloud-based healthcare platform offered as an all-in-one unified suite. The core product is ChARM EHR (Electronic Health Record), a cloud-based EHR and practice management system. Built around this core, CharmHealth offers multiple integrated modules including CharmCopilot (AI-powered documentation assistant), Revenue Cycle Management, Medical Billing Platform, Practice Management, and Patient Engagement tools. These modules are designed to work together as a single platform, with the option to scale and customize via the CharmHealthHub Marketplace. CharmHealth positions itself as suitable for solo providers through enterprise-level organizations, with a free tier to start and paid modules as needs grow.
Differentiator
Problem solved
Functional benefit
Brands
- CharmCopilot: AI-powered Copilot for healthcare documentation, simplifying workflows and reducing administrative burden for care teams.
- CharmBillerPro
- Digital Health Disruptors
Products and services
- ChARM EHR
Quantifiable outcome
- Providers can onboard and get started within a few hours
- +1 more outcomes
Companies that use ChARM EHR
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles3 records
ChARM EHR technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability2 records
Feature9 records
ChARM EHR partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights6 records
ChARM EHR competitors and assessment
Company assessmentDirect peers
- eClinicalWorks: Cloud-based ambulatory EHR and practice management serving independent practices of all sizes and specialties. Closely overlaps CharmHealth's SMB and specialty segment with similar pricing and feature breadth.
- DrChrono: Cloud-based EHR with patient portal, medical billing and practice management for small-to-mid practices. Directly comparable in delivery model and target customer.
- Kareo (Tebra): All-in-one cloud EHR, practice management and billing platform targeted at independent practices. Comparable business model and buyer persona to CharmHealth's SMB offering.
- Practice Fusion: Cloud-based EHR historically popular with solo and small independent practices. Direct competitor in the SMB ambulatory EHR segment where CharmHealth also concentrates its freemium funnel.
- Cerbo: Functional and integrative medicine EHR with patient portal and lab integrations. Most directly comparable to CharmHealth given shared focus on functional medicine workflows and specialty labs.
Broad incumbents
- athenahealth: Large ambulatory EHR and RCM platform serving practices, hospitals and health systems. Overlaps CharmHealth in ambulatory and billing but at materially greater scale and enterprise depth.
- Epic Systems: Dominant enterprise EHR serving large hospitals and academic medical centers with expanding ambulatory footprint. Sets the bar CharmHealth must clear to win enterprise deals.
- NextGen Healthcare: Ambulatory EHR and practice management platform serving specialty and mid-market practices. Comparable specialty breadth and target customer profile to CharmHealth.
Emerging players
- Jane App: Clinic management software for allied health and specialty practices with patient booking, charting and billing. Comparable horizontal SaaS model aimed at independent specialty providers.
- SimplePractice: Cloud-based practice management and EHR focused on behavioral health and solo/small wellness providers. Comparable PLG and freemium motion in adjacent specialty segments.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ChARM EHR social profiles
Digital presenceChARM EHR financial estimates
Financial estimateRevenue estimate
Valuation estimate
ChARM EHR leadership team
Management profileNumber of profiles
Profiles2 records
ChARM EHR funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ChARM EHR M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ChARM EHR
What does ChARM EHR do?
ChARM EHR (CharmHealth) is a cloud-based, AI-enhanced electronic health record platform that unifies practice management, medical billing, revenue cycle management, and patient engagement for healthcare providers. Founded and designed by doctors, the platform includes CharmCopilot AI-powered documentation and supports a freemium entry tier with pay-only-for-what-you-need scaling for practices ranging from solo providers to large health systems.
Is ChARM EHR a public or private company?
ChARM EHR is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ChARM EHR founded?
ChARM EHR was founded in 2007. It employs 1 to 10 people.
Where is ChARM EHR based?
ChARM EHR is headquartered in Pleasanton, United States, in the North America region.
How does ChARM EHR make money?
Four revenue lines are on record. EHR Platform Subscription is the primary driver. The others are billing and RCM Services, enterprise Customization and freemium Entry Tier.
Who are ChARM EHR's main competitors?
Direct peers on record are eClinicalWorks, DrChrono, Kareo (Tebra), Practice Fusion and Cerbo. Broad incumbents are athenahealth, Epic Systems and NextGen Healthcare. Emerging players are Jane App and SimplePractice.
Does ChARM EHR have an API?
Yes. CharmHealth offers an API Program for third-party integrations. Tuesday webinars (10AM–12PM PST) are hosted to educate on the API Program.
What industry is ChARM EHR in?
ChARM EHR's product category is Electronic Health Records (EHR) Software. Its primary akta.pro industry code is HLACAAAB, Ambulatory & Physician Practice EHRs, with a secondary code of HLACAAAC, Specialty EHRs (e.g., Behavioral Health, Oncology, OB/GYN, Pediatrics). Its NAICS code is 621112 and its SIC code is 8000.