Simple pricing that works at any scale.

Forget setup and training fees, annoying hidden charges and complex pricing structures. We believe in simple, transparent pricing that works for everyone, whether you’re a solo practitioner or a medium-size practice.


Effortlessly manage all major functions of your practice through one intuitive electronic health record and practice management platform.

per provider


Effortlessly manage all major functions of your practice through one intuitive electronic health record and practice management platform.

per provider

Thinking about switching EHR’s?

Moving from one EHR system to another can be a complex endeavor. We make it easy on you and do the heavy lifting so your team can focus on the new system and delivering patient care.

We offer free data conversion services to help convert your data from your current EHR and Practice Management system to Chartperfect to ensure a seamless transition.

Learn more about ChartPerfect’s full EHR suite.

Built for Physicians, by Physicians.

Designed to make running your medical practice more efficient, ChartPerfect gives you more time to focus on your patients. Below is a list of our major features and capabilities.
Clinical Workflow
Customizable Templates

Charting is designed to suit the way you document. How do we do that? Each template has the familiarity of a Word document, allowing you to quickly and easily complete a follow-up note in under 2 minutes, including ePrescribing.


Connect to nationwide pharmacies to submit electronic prescriptions and approve refill requests with ease.


Prescribe & track Schedule II-IV narcotics & electronically send to the patient’s pharmacy. *Fees and rates may apply

Rx Prior Authorizations

With the built-in prior authorization you can quickly check patient medication costs and coverage at the point of care.

Integrated Labs, Diagnostics & Hospital Systems

Lab interfaces for LabCorp, Quest and many other local and national labs are available. Any other labs of your choice can be connected to ChartPerfect using the standard HL7 based interface. *Fees and rates may apply

Referral Management

Refer patients to another MD using our Secure Electronic Messaging system.

Electronic Superbills

Once the note is completed, your custom will be displayed allowing you to enter charges and sign the note quickly.

Immunization Registry
Transmit vaccine data to your registry at the end of each day, all automatically.
Patient Engagement
Integrated Patient Portal

Share clinical and billing information with your patients in real time. You can even send texts and emails as needed.

Intake Forms

Allow patients to assist in data entry prior to the visit, including medications, allergies, and histories.

Allow patients to request appointments from the patient portal or via text.
Automated Messaging

Send text, email or voice reminders to confirm appointments. Send missed appointments, recalls and practice rescheduling notices. Reminders can be used for a variety of unique purposes.


ChartPerfect’s Telehealth module is built into the EHR and can be activated with a single click. Telehealth is the smart choice for delivering virtual care to your patients when they are not ambulatory. *Fees and rates may apply

Patient Education

Provide patients with up to date patient specific education based on ICD code, medication or lab results.

MIPS Dashboard

View all performance categories from one simple screen. The intuitive design means less training and quick start up. With step-by-step instructions from our award-winning MIPS success coaches, achieving your best score is possible.

21st Century Cures Act

Interoperability made simple. Sharing PHI securely with patients, other providers, and health organizations is fast and easy with our built-in HIPAA compliant Patient Portal and secure MD Messaging.

Practice Management
Color Coded Schedules

Create color coded appointments per provider or by type. It is much easier to see who is on the schedule when everything is displayed in one place and in color.

Intra-Office Messaging
Send messages to one or multiple users in the office with our HIPAA compliant encrypted secure messaging platform. Messages can also include attachments.
Eligibility Verification
Eliminate website or telephone verification of insurance. ChartPerfect has a built in eligibility verification system to do the work for you, ahead of time, or at check in.
Drag & Drop Scheduling

Rescheduling or moving a pending appointment is easy in ChartPerfect, just click and drag to the preferred date and time, all in one motion.

Recurring Appointments
Schedule out recurring appointments for patients that need to return for more than one date of service.
Payment Processing

Take copays and payments during the check-in and process them automatically. All payments are sent directly to the billing system in real time.

Appointment Waiting List

Add patients to the waiting list on booked days. If a time opens the system will automatically prompt the staff to contact the patient to confirm availability.

Multiple Calendar Views

View your schedule in Day, Week or Month view. You can even display multiple provider schedules side-by-side for the best appointment match.

Blocking Schedule Slots

Block any date or time when a provider needs to take themselves out of their normal schedule. For example, “at CME conference”.

Integrated Eligibility Checks

ChartPerfect’s integrated eligibility system can access insurance plan, copay, and deductible details on demand. One-click access is built in, and insurance verification requests can be sent individually or by batch. Responses from insurance companies go directly into ChartPerfect, attach to the appointment details, and carry-forward into the billing module.

EDI Processing

Managing charges in ChartPerfect is paperless, accurate, and perfect for any practice wanting to reduce lost revenue. One-click uploads to the clearinghouse saves time and built-in tools make complicated billing processes easier and more efficient.

Billing Tools

ChartPerfect’s billing module offers enhanced functionality that reduces your data entry errors. Built-in tools like electronic eligibility checks, Electronic Remittance Advice, digital superbills, coding engines, and claim scrubbing make complicated billing processes easier and more efficient.

Payments & ERAs
Our payment module is full-featured, with automated ERA downloads, drag-and-drop copays, and one-click patient statements. We also give you options to find a workflow that best fits your practice. You can post manually, download checks from our EDI, separate tasks by staff, or work as a single biller via our Multiple Window system.
Financial Reporting
Putting financial reports at your fingertips is easy with ChartPerfect’s built-in reporting module. Track charges, payments, aging, RVUs, and more.
Role-based Dashboard
Our intuitive dashboard allows at-a-glance overview of the practice including tracking no-shows, appointment volume, accounts receivable, and claims status in one easy to use screen.
Patient Check-in Kiosk

Simplify the check-in process and reduce waiting times with our built-in Kiosk module. Patients can update demographic and insurance details, pay past balances, and complete histories prior to the visit.

Claims Management

Review claims upload and payment status, run aging, and staff activity reports quickly and easily. 

Integrated Electronic Fax
ChartPerfect uses the SRfax engine to send and receive faxes electronically. Faxes are automatically sent to the staff inbox.
Certifications & Security
HIPAA 5010 Compliant

ChartPerfect complies with HIPPA and national security standards and encrypts your data.

Meaningful Use Certified
While Meaningful Use is no longer directly in effect, its qualification criteria and standard measures are now part of MACRA (the Medicare Access and CHIP Reauthorization Act of 2015). MACRA shifts focus from implementing EHR to improving quality of care for Medicare patients.
ONC Certified

ChartPerfect is ONC 2015 Edition Certified as a modular EHR. See our certification and pricing transparency for additional details.

Phone, Email, & Chat Support

ChartPerfect offers multiple support options including telephone, email, and live chat at no additional charge.

Dedicated Success Coach

We offer a dedicated Success Coach to guide you through your tranistion to ChartPerfect. Your Success Coach is your dedicated point of contact and is available to help you succeed from day one.

Discover why ChartPerfect is the right solution for your practice.
I have been using ChartPerfect since early 2010 for my solo provider Pediatric practice. I was looking for a system that could be set up quickly. I found the EHR was easy to learn, and even made a few templates on my own. My front office staff has great success with the system, from scheduling to rooming the patient. My back office staff uses the billing system to send out e-bills in real time since it is a part of the entire program. This is a great product for any small practice.
Doreen C., MD

Frequently Asked Questions

Are prices per-practice, per-provider, or per-user?

Our fees are priced at a per-provider level. Positions include mid-level, part-time, and full-time.

Are there any implementation or setup fees?

No. ChartPerfect does not charge for implementation or set up.

Are there any contracts?
Contracts are short and typically just 12 months.
Are there any training fees?
We are committed to the success of your practice and offer free online training, webinars, and videos.
What are the system requirements for ChartPerfect?

Our all-on-one cloud-based EHR and Practice Management solution works with most modern operating systems (Windows, Mac, iOS, and Android devices) using Google Chrome.

Can you import my data into ChartPerfect?

Yes. ChartPerfect offers Data Migration services. We work closely with you to understand your requirements, obtain your patient data and work out a migration path from your existing EHR vendor.

How will ChartPerfect bill my account?

Subscription fees are billed on a monthly basis, at the beginning of each month. We process your payments automatically using ACH, Visa, MasterCard, Discover, or American Express.

Is my data secure?

Yes, your data is encrypted while at rest, in use, and in transit using 256 byte bank level encryption. ChartPerfect is compliant with HIPAA Privacy and Security Standards.

How long does it take to get up and running once we decide ChartPerfect is the right choice?

Each implementation is custom, so each has its own timeline. A typical onboarding is 15-30 days. Our support team will provide you with a detailed project outline and timeline during your onboarding process.

When my contract ends, can I export my data?

Yes, you have access to your data. You can export your data at no additional charge using our built-in tools. You can save a copy of your data to your local computer in standard file formats, such as CSV, XML and PDF.

Have other questions? We’d love to help.

Get in touch with our incredibly knowledgeable and helpful customer service staff. You can also email our sales team at

Faster payments. More profits.

With ChartPerfect’s Revenue Cycle Management Services, we bring decades of expertise to the table with a team of specialty-focused billing professionals who will work hard to capture every dollar you earn. Our goal is to maximize revenues and profits by offering data entry, pre-authorization, and clearinghouse management.
Starting at 4.5%
of monthly collections

Fully integrated for the success of your practice

Our investment in our clients’ success motivates us to bring highly skilled teams to the table. That’s why we provide the industry’s most comprehensive suite of cloud-based healthcare software and flexible clinical solutions.

Our integrated electronic health records, practice management, patient engagement and billing modules work together as part of a seamless platform designed to improve your workflows, build more meaningful patient-provider relationships, and maximize profits.

Ready to maximize your profit?

Your success is our goal.

As a partner dedicated to your success, we’ll help support your front-end processes so your medical billing can be streamlined on the back-end to maximize collections and reduce overhead costs. Leverage our expertise, network, technology, and data-driven insights to surpass your financial goals.
Processing of primary, secondary, and tertiary claims
ChartPerfect billers follow your claims through the entire billing cycle. Primary, secondary, and tertiary billing and follow-ups are included in your service.
Procedure Pre-Authorizations

ChartPerfect billers will reach out to payers for prior authorization codes as needed. *Fees and rates may apply

Real-time Eligibility Checks
Integrated eligibility checks show coverage details before the service takes place, and they attach to the billing record. You can get a full insurance summary in just one click!
Real-Time Claims Scrubbing

ChartPerfect offers both Level-1 and Level-2 claims scrubbing in real-time and in batch uploading.

Integrated Clearinghouse

ChartPerfect is integrated with ClaimRemedi by WayStar. Uploads, ERAs, and reports are all included at no charge. eStatement Services are also available for a nominal fee.

Role Based Access

Assign privileges to your billing team members to allow access to specific portions of the billing platform

Denial and Appeal Management

We offer denial and appeal management services for practices of all sizes and specialties.

Secure Messaging System

Communicate and exchange messages securely with staff members and billing teams using our HIPAA compliant secure messaging platform.


ChartPerfect Billing Services offer optional eStatements for a nominal fee.

Credit Card Processing

Real-time payment processing allows patients to pay for their services with a credit/debit card or ACH making the billing process more efficient and thereby reducing patient waiting times during checkout.

Patient Inquiry Services

We provide your patients with a toll free number for billing questions about their statement balance and account payment history.

ERA Download & Payment Posting

ChartPerfect Billing Services offers ERA and paper payment posting services at no additional fee.

Worker's Compensation

ChartPerfect Billing Services offer worker’s compensation billing with a variety of insurance companies and employers. Additional fees apply.

Clear visibility into your A/R

On a monthly basis ChartPerfect Billing Services will provide you with clear and easy to read A/R reports and claims status activity.

Dedicated Account Manager

All practices using ChartPerfect Billing Services will be assigned a minimum of three billing specialists and one account manager to assist in the billing process. All support calls are handled via our toll-free number during business hours.

Performance Reporting

Comprehensive analytical reports provide you with a clear picture of your practice’s financial health.

Phone, Email & Chat Support

ChartPerfect offers multiple support options including telephone, email, and live chat at no additional charge.

Certifications & Security
Meaningful Use Certified

Our EHR allows you to stay current with MU requirements using our easy-to-use Dashboard and Reporting System.

Discover why ChartPerfect is the right solution for your practice.
I get to focus on my patients and ChartPerfect does a great job of keeping my revenue on track. The software is an integrated system where patient information and billing flows seamlessly. We can do our part with no extra data entry, and ChartPerfect’s RCM service takes care of all our billing needs.
Esmond B., MD

Frequency Asked Questions

Do I need to set up an account with a clearinghouse? Are there additional fees?

There is no need to set up an account with a clearinghouse, and there are no additional fees for electronic claims and remittance services. Our Medical Billing team will assist you in enrolling with Claim Remedi EDI, the clearinghouses used by ChartPerfect. We offer an integrated platform that includes cloud-based medical billing software for your practice combined with electronic connectivity to insurers, all provided under one affordable fee structure.

How soon can I begin sending electronic claims?

Onboarding generally takes about 30 days for most payers.

Can I process credit card payments from patients using ChartPerfect?

Yes, credit card payment processing is built in using our credit card partner PayJunction. *Transaction fees apply.

Can I use ChartPerfect to submit electronic claims to all insurance companies?

ChartPerfect offers claims submission to more than 4,000 payers using our partner clearinghouse ClaimRemedi by Waystar.

How do you handle security and backups?

Data is encrypted while at rest, in use, and in transit using 256 byte bank level encryption. ChartPerfect is compliant with HIPAA Privacy and Security Standards.

Have other questions? We’d love to help.

Get in touch with our incredibly knowledgeable and helpful customer service staff. You can also email our sales team at