Best CharmHealth Alternatives for Modern Healthcare Clinics

Best CharmHealth Alternatives for Clinics

When clinics in mental health, behavioral health, therapy, psychiatry, and family medicine seek an alternative to CharmHealth, they need a solution that checks all the boxes. From a robust Electronic Health Record (EHR) system to seamless telehealth, efficient billing, an end-to-end Revenue Cycle Management (RCM) suite, and an engaging patient portal, the ideal platform should do it all.

In this post, we’ll compare the best CharmHealth alternatives available and explain why VozoHealth emerges as the top choice. We’ll evaluate each option feature by feature, and highlight VozoHealth’s advantages in usability, customization, affordability, and support.

1. VozoHealth – The All-in-One Solution (Best Overall)

VozoHealth is an all-in-one EHR and practice management platform that excels across all the key features above. It was designed to streamline daily operations and make clinicians’ work easier. VozoHealth is particularly well-suited for mental/behavioral health and family medicine clinics that need a comprehensive yet easy-to-use system. Key Features and Advantages:

Robust EHR with Customization

VozoHealth offers a full-featured, highly customizable cloud-based EHR. Clinics can tailor templates, forms, and workflows to their specialty needs. 

  • For example, you can utilize specialty-specific templates and even hide information you don’t need on-screen, ensuring the interface isn’t cluttered (a similar flexibility that CharmHealth users appreciated). 
  • This level of customization means Vozo works for solo therapists and multi-provider family practices alike. 
  • All the core EHR capabilities are included, from digital e-prescribing (with pharmacy integration) to lab integrations and clinical decision support.

Integrated Telehealth

Telemedicine is seamlessly built into Vozo’s platform. Providers can launch HD video consultations (including group sessions) directly from the patient’s chart. 

Telehealth appointments are automatically documented in the EHR, and patients can join easily via the portal or mobile app. This integrated approach ensures virtual visits are as smooth as in-person visits for both clinician and patient.

Billing & RCM Suite

VozoHealth’s billing module automates the entire claims process. It performs coding checks, electronic claim submission, and payment tracking to boost first-pass acceptance rates. 

Moreover, Vozo offers an optional RCM service with dedicated billing specialists for clinics that want to outsource revenue cycle tasks. 

Features like automated eligibility checks, denial analytics, and financial performance reports are available to optimize your collections and cash flow. In short, Vozo provides both the tools and services to keep your practice financially healthy, without needing third-party billing software.

Patient Portal & Mobile App

VozoHealth delivers a modern patient experience. The platform includes a secure portal (and a patient mobile app) that lets patients self-schedule appointments, receive appointment reminders, message their provider, pay bills, and join telehealth visits – all in one place. 

Empowering patients in this way not only improves satisfaction but also reduces administrative workload for staff. The fact that patients can handle intake forms and even track personal health data through Vozo’s portal/app means better engagement and continuity of care.

Usability and Support

One of VozoHealth’s biggest strengths is its user-friendly design. 

  • It features intuitive navigation and time-savers like drag-and-drop calendar scheduling and quick charting tools. 
  • By consolidating functions (EHR, telehealth, billing, etc.) into one platform, Vozo eliminates the need to juggle multiple systems, which is a huge productivity boost for small clinics. 
  • Users often highlight that Vozo “makes your everyday job easier and effective”. 

In terms of support, VozoHealth shines with responsive customer service – all plans include live call, chat, and email support with no extra fees. This means even small practices on the basic plan get priority support when they need help, an area where larger competitors sometimes fall short.

Why VozoHealth Stands Out: When comparing feature-by-feature, VozoHealth ticks every box. 

  • It combines the usability of simpler therapy-focused tools with the comprehensive features (telehealth, RCM, etc.) of enterprise systems – all at an affordable price point. 
  • Pricing starts at just $25/month (with a free 14-day trial), and unlike some competitors, this is not a stripped-down version: even the basic plan includes essentials like the patient portal, e-prescribing, and unlimited staff/patients. 
  • Upgrading to the premium $60/month plan unlocks the full suite (telehealth, full RCM tools, unlimited claims). 
  • Because Vozo’s pricing is not per-provider, a small group practice can save substantially compared to the per-license costs of others. 

In sum, VozoHealth offers clinics in mental health or family medicine a one-stop solution that is customizable, cost-effective, and backed by strong support – making it our top recommended alternative to CharmHealth.

2. TherapyNotes – Robust Behavioral Health Platform for Growing Practices

For practices that have outgrown basic therapy software, TherapyNotes is often cited as a top EHR choice. It’s a platform designed specifically for behavioral health, with a balance of rich features and ease of use. TherapyNotes includes modules for therapy notes, scheduling, billing, and even outcome tracking, making it popular among group practices and psychiatric clinics. Key Features:

  • Comprehensive Clinical Documentation: TherapyNotes provides an extensive library of clinical note templates covering individual therapy, group therapy, treatment plans, psychiatric evaluations, and more.
  • Built-in Telehealth and Portal: Telehealth is integrated into TherapyNotes via the TherapyPortal. Clinicians can conduct HIPAA-compliant video sessions through the portal, and clients simply log in to join their session. The client portal also supports online appointment requests, secure messaging, and access to billing statements, which enhances client engagement in a similar fashion to Charm’s portal.
  • Advanced Billing & RCM Features: Where TherapyNotes really distinguishes itself is the depth of its billing tools for a mental health-focused system. It handles insurance claim submissions and includes electronic remittance (ERA) processing, claim scrubbing, and denial tracking. These RCM features help reduce errors and boost reimbursement rates, which is crucial for practices dealing with complex insurance billing for therapy and psychiatry. TherapyNotes also integrates with clearinghouses for smooth electronic claims and has credit card processing for client payments.
  • Outcome Measures and Compliance: The platform caters well to evidence-based care. It has built-in outcome measurement tools with tracking and reporting. This is valuable for clinics that want to measure patient progress and treatment effectiveness.

3. Tebra – RCM-Focused Platform for Small Practices

Kareo, now part of the combined Tebra platform, is a well-established name in the ambulatory EHR space. It’s not exclusive to mental health, but Kareo has developed strong support for mental health providers over the years. 

The platform’s sweet spot is small to mid-sized practices that prioritize efficient billing and practice management. It offers a fully cloud-based EHR, practice management, and billing suite in one. Key Features:

  • Streamlined Billing & Claims: Kareo is often lauded as “best for practices prioritizing RCM”. It provides streamlined billing and claims management with high first-pass acceptance rates on claims. The system automatically scrubs claims for errors, manages insurance eligibility checks, and tracks denials, which can dramatically cut down reimbursement times. Financial dashboards show accounts receivable aging and collection rates, giving clinics visibility into their revenue cycle health.
  • Integrated Practice Management: In addition to its EHR, Kareo includes full scheduling, task management, and patient engagement tools. It supports online patient booking, automated appointment reminders, and even online payment collections. The focus is on minimizing no-shows and speeding up patient payments – features any family medicine or psychiatry practice can appreciate.
  • Telehealth and Patient Engagement: Kareo introduced telehealth functionality, especially with the rise of virtual care. Clinicians can conduct video visits through Kareo and document within the EHR. Patient engagement is also supported by a portal where patients can fill out intake forms and communicate. While perhaps not as slick as some newer platforms, Kareo covers the telehealth need sufficiently.
  • Mental Health Specific Templates: Though a generalist platform, Kareo has behavioral health-specific documentation templates available. This includes therapy note formats and psychiatric evaluation templates, which can be customized. It may not be as deeply specialized as a Valant or TherapyNotes in this regard, but it ensures that mental health providers aren’t starting from scratch with a generic template. The template customization is straightforward, albeit somewhat less extensive than those in dedicated psych systems.

Related: How to Switch From Kareo to Vozo Without Losing Data

4. Valant – Specialized Behavioral Health EHR for Integrated Care

If your clinic is heavily focused on behavioral health – especially if you have prescribers and complex reporting needs – Valant is a prominent alternative to consider. Valant is an EHR and practice management solution built specifically for behavioral health practices of all sizes. 

It’s designed to support the full spectrum of mental health services, from therapy notes to medication management, and is often used by large psychology or psychiatry groups, community mental health centers, and integrated behavioral health programs. Key Features:

Deep Clinical Tools for Mental Health

Valant shines in providing evidence-based clinical content. It offers over 100 specialty templates for various therapeutic modalities and psychiatric assessments. 

These templates include automatic scoring for standard measures (PHQ-9, GAD-7, etc.) and support multiple documentation styles (SOAP, BIRP, DAP notes). The system can prompt providers for outcome measures and treatment plan updates, embedding best practices into the workflow.

Integrated Medication Management

Unlike some therapy-oriented platforms, Valant has robust features for medication management – ideal for psychiatric practices. 

Prescribers can e-prescribe within the EHR with integration to pharmacy networks and even check state PDMP databases for controlled substances. Drug interaction checks and medication adherence tracking are built in. Essentially, Valant combines therapy and psychiatry needs under one roof.

Telehealth and Patient Portal (MYIO)

Valant offers a patient-facing application called MYIO, which serves as a one-stop portal for the patient’s journey. Through MYIO, patients can complete intake paperwork online, schedule or request appointments, join telehealth sessions, securely message providers, and make payments – all within a single platform. 

This is comparable to (and arguably more comprehensive than) CharmHealth’s patient portal. Telehealth sessions can be launched directly from the scheduler, making virtual visits simple for both provider and patient.

RCM and Analytics

Valant provides enterprise-grade analytics and billing features. It supports complex billing scenarios common in behavioral health (like group therapy billing, split appointments, etc.). 

There are robust practice-wide reporting tools and outcome-based analytics that help practices in measurement-based care and even in negotiating value-based contracts. From an RCM perspective, it can generate detailed financial reports and has integrations for claim submission (or connection to third-party billing if needed).

5. SimplePractice – User-Friendly Practice Management for Therapy

No discussion of mental health EHR alternatives would be complete without mentioning SimplePractice. This platform is extremely popular among solo practitioners and small therapy groups due to its clean design and focus on ease of use. 

While SimplePractice is primarily a practice management and documentation tool for therapy (and not as feature-rich in medical EHR functionality), it is often considered by those leaving CharmHealth, especially if they found Charm too complex for their needs. Key Features:

Intuitive Interface

True to its name, SimplePractice offers a very intuitive, simple interface that minimizes clicks and complexity. Therapists can manage scheduling, notes, and billing with a short learning curve. 

In fact, its user experience is frequently praised – new users become proficient in days. The layout from calendar to client chart is logical and straightforward, appealing to those who might have felt CharmHealth was a bit “busy” or overwhelming.

Core Practice Management Tools

SimplePractice includes all the basics a therapy practice needs: customizable note templates, appointment scheduling with Google Calendar sync, automated appointment reminders, a client portal for intake and document sharing, and even integrated telehealth with unlimited video sessions at no extra cost. It also added features like secure messaging and a mobile app that lets providers manage their schedule and notes on the go.

Billing and Insurance Claims

Initially known for catering to self-pay therapy practices, SimplePractice, in recent years, has added support for insurance billing. It can generate CMS-1500 claims and submit electronically through integrated clearinghouse services. It also allows clients to save credit cards on file and automates invoicing and superbills. 

However, its insurance workflows are simpler than those in a dedicated medical EHR; for example, it might not handle very complex billing scenarios or have advanced RCM analytics. Still, for many small practices, it covers the need – one can manage payments and even do telehealth all in one system.

Limitations for Medical Use

It’s important to note that SimplePractice was built with therapists and counselors in mind, not physicians. As such, some features that a family medicine clinic or psychiatry practice might need were missing or limited. For instance, e-prescribing and lab integrations were not part of SimplePractice originally – they only introduced an e-prescribe module recently, and it’s relatively basic. 

There’s also no built-in eRx for controlled substances or integrated lab ordering (providers often use separate systems for those). This is in contrast to CharmHealth (which had eRx and labs) and certainly to VozoHealth (which includes e-prescribing and interoperability for labs in its premium plan).

Related: Best SimplePractice Alternative for 2026

Other Alternatives for CharmHealth

Beyond the above, there are a few other popular systems to mention:

  • AthenaOne (athenahealth): A well-known platform that offers integrated EHR, revenue cycle management, and patient engagement tools. AthenaOne is robust and suitable for primary care or multi-specialty groups. It includes telehealth options and a patient portal. However, it’s often considered an enterprise-grade solution – powerful but with higher cost and complexity, making it perhaps more than needed for a small mental health clinic.
  • eClinicalWorks: Another major player, eClinicalWorks is a comprehensive and highly customizable EHR system used across many specialties. It has all five key features, but user reviews indicate it can be challenging to learn and maintain. Smaller practices sometimes shy away due to the overhead of such a large system.
  • ICANotes: Purpose-built for psychiatry and behavioral health, ICANotes deserves a mention for its unique approach to documentation. It uses checklists and AI-assisted text generation to speed up note-taking, learning the provider’s preferences over time. ICANotes includes e-prescribing and billing as well. Its depth in psychiatric documentation is excellent, though its interface is a bit dated compared to newer solutions.
  • Alleva: Alleva is an emerging alternative for behavioral health and rehabilitation centers. It’s an advanced platform for mental health that streamlines everything from intake to billing, featuring an easy-to-use clinician dashboard and a client portal for families. Alleva also boasts dedicated customer support and onboarding, which many users find helpful. While not as widely known as some others, it’s tailored for treatment centers and counseling services.

Each of these systems has its strengths, but they also highlight why VozoHealth is so well-positioned. Vozo offers the comprehensive functionality of larger systems like Athena or eClinicalWorks, yet retains the user-friendliness and specialty focus seen in niche products like ICANotes or Alleva.

VozoHealth – The Top Choice for Clinics Switching from CharmHealth

CharmHealth has been a solid EHR for many, but as clinics evolve, so do their software needs. Whether it’s for better telehealth integration, more flexible billing, or simply a more intuitive interface, exploring alternatives can lead to significant improvements in your practice workflow. We’ve looked at some of the best CharmHealth alternatives – from specialized mental health platforms to general practice management suites.

In feature-by-feature comparisons, VozoHealth emerges as the best option for clinics in mental health, therapy, psychiatry, and family medicine. Its unified approach to EHR, telehealth, billing, RCM, and patient engagement means you don’t compromise on any front. VozoHealth particularly outshines competitors in its balance of power and simplicity: it’s as feature-rich as the top players, yet remains highly usable and customizable for each practice’s unique needs. Add to that a transparent, affordable pricing model and dedicated support, and it’s clear why VozoHealth is fast becoming the go-to choice for practices seeking to upgrade from CharmHealth.

When choosing your next EHR/practice management solution, consider your clinic’s specific priorities. If you want an all-in-one platform that can handle a therapy session’s documentation in the morning, a telehealth family medicine consult at noon, and billing for both by end-of-day – all without breaking a sweat (or the bank) – VozoHealth is well worth a closer look. It stands out not just as an alternative to CharmHealth but as an upgrade that can drive your clinic’s efficiency and quality of care to new heights.

About the author

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With more than 4 years of experience in the dynamic healthcare technology landscape, Sid specializes in crafting compelling content on topics including EHR/EMR, patient portals, healthcare automation, remote patient monitoring, and health information exchange. His expertise lies in translating cutting-edge innovations and intricate topics into engaging narratives that resonate with diverse audiences.