ChARM EHR

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.

Name

ChARM EHR

Legal name

MedicalMine Inc.

Website

https://charmtracker.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

51–100 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

Product category

Electronic Health Records (EHR) Software

NAICS

Offices of Physicians, Mental Health Specialists (621112)

SIC

Services-Health Services (8000)

akta.pro industry

PRIMARYHLACAAAB

Ambulatory & Physician Practice EHRs

Healthcare & Life Sciences/Digital Health & Health IT/Electronic Health Records (EHR/EMR) & Clinical Documentation

SECONDARYHLACAAAC

Specialty EHRs (e.g., Behavioral Health, Oncology, OB/GYN, Pediatrics)

Healthcare & Life Sciences/Digital Health & Health IT/Electronic Health Records (EHR/EMR) & Clinical Documentation

SECONDARYHLACAAAN

EHR Extensions, APIs, App Marketplaces & SMART-on-FHIR Apps

Healthcare & Life Sciences/Digital Health & Health IT/Electronic Health Records (EHR/EMR) & Clinical Documentation

Keywords

• Electronic health records
• Practice management software
• Revenue cycle management
• Patient engagement platform
• AI clinical documentation

Headquarters

HQ city

Pleasanton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. 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.
2. Billing and RCM Services: Revenue cycle management and medical billing platform services for clinics and health systems.
3. Enterprise Customization: Enterprise-tier services with fully customizable solutions scalable with enterprise systems, priced based on organizational needs.
4. Freemium Entry Tier: Free version allows users to explore and experience platform capabilities before upgrading to paid tiers.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core 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

Named customers6 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature9 records

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• Xx.com/charmtracker
• Facebookfacebook.com/charmtracker
• LinkedInlinkedin.com/company/3244825

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ChARM EHR