"Our single-provider office began using ChartPerfect in 2009 with a goal of going paperless within one year. With ChartPerfect EHR we managed to make that goal a reality, and within six months! We are very happy with the ChartPerfect product and team. Their support is exceptional, their product is easy to use, and they include regular updates at no additional charge. "

- Doreen C., M.D.
Customer Support
Product Quality

Intuitive Practice Management


ChartPerfect offers simple, easy solutions for Practice Management
that save time and resources. The paperless scheduling and
billing modules are flexible so you can find the perfect
solution for your needs.

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Scheduling Made Simple

ChartPerfect's drag-and-drop scheduler makes appointment management a fast, two-click process. Customized schedules are color coded for quick access, and the built-in appointment reminder engine can send messages to patients via text, email, or telephone.

Integrated Eligibility Checks

With ChartPerfect's integrated eligibility, you can get insurance coverage, copay, and deductible information on demand. One-click access is built into the software, and insurance verification requests can be sent individually and by batch. Responses from the insurance companies come directly into ChartPerfect, attach to the appointment details, and carry-forward into the billing module.

Charge Processing

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

Innovative Billing Tools

ChartPerfects billing module offers enhanced functionality that reduces data entry errors. Built-in tools like electronic eligibility checks, digital superbills, automated coding engines, and claim scrubbing make complicated billing processes easier and more efficient.

Payments and ERAs

With ChartPerfect, posting payments is fast and easy. Our payment e'module is filled with deluxe features, like automated ERA downloads, drag-and-drop copays, and one-click patient statements. ChartPerfect also gives you options so you can find a workflow that fits your practice. You can post manually, download checks from our EDI, separate tasks by staff, or work as a single biller using our Multiple Window system.

Financial Reporting

ChartPerfect puts financial reports at your fingertips. Our software has a built-in, sophisticated reporting module that tracks charges, payments, insurance aging, patient balances, RVUs, and much more. Advanced filtering components make reimbursement analysis easy, and all our reports can be exported to MS Excel so you can import the data to your accounting system.

Call us today to discuss your needs, or click below to schedule your free online demonstration.

What's included with our PM

Color Coded Schedules

Create color coded appointment times by provider, type or visit reason. It is much easier to see who is on the schedule when everything is displayed in soft pastel colors.

Appointment Reminders

Send text, email or voice reminders to confirm appointments, send missed appointments recalls, or when a provider is out. Reminders can be used for a variety of unique purposes.

Insurance 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 and Drop Rescheduling

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

Recurring appointments

Schedule our recurring appointments for patients that need to return for more than one appointment.

Take Copays & Payments

Take copays and payments during the check in process. All payments are automatically passed to the billing department 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.

Day/Week/Month Views

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

Schedule Blocking

Block any date or time when a provider needs to take themselves of their normal schedule. You can even list the reason for the block like "out for the day".

ID Card Scanning

Scan in Insurance and ID cards to the patient demographics during checkin.

Referral Tracking

Track how patients hear about your office, including which providers referred patients to you, and when.

Credit Card Processing

Take credit card and eCheck patients using our built-in payment processing system, in real time. No more double-data-entry!

No Show Reports

Track no-shows to reduce revenue loss, and send reminders to patients that were a no-show.

Appointment History Reports

Run reports on appointment history by patient, location, provider and appointment details.

Electronic Sign In Sheet

Patients can sign in using our digital signature pad for HIPAA compliant and remove the paper process.

Google Driving Directions

Send patients driving directions via email, or walk them through step by step with onscreen directions.

Electronic Office Messaging

Send messages to one or multiple users in the office. Messages can also include EHR attachments.

Electronic Faxing In and Out

ChartPerfect uses the SRfax eFax engine to send and receive faxes. Each fax will automatically be delivered to the inbox.