Happy Charting Reviews

What do acupuncturists think?

50+ Happy Charting 5 Star Reviews

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"Easy to Use, Quick Charting"

“Happy Charting is easy to use for clinic charting. The charting of points is set up in quadrants, which is how I used to write it up in my paper charts. Easy to use software and attentive customer service. Easy to scan in paper files. Customer service is quick and attentive!

It's easy to pre-program regularly used points or protocols which makes charting faster. There is also a blank space for treatment notes which makes it easy to write about anything. I also like the format of scrolling down past charts. And for long term patients who have similar treatments every time, there is an easy way to copy previous charts and modify them as needed.”

— Stephanie Trzaska, Windstone Acupuncture

"Been loving Happy Charting for over a year!"

“Very happy, haven't considered switching since I first started using it!

When I switched from paper charting I wanted a simple, easy platform that would not make any more work for me. After lots of research and free trials, Happy Charting has been the perfect match. It is simple to set up, easy to use, I've customized it many times as my practice evolves, and it takes me only minutes to chart a patient. I love that everything is on one screen, I can see what I need, chart what and where I want, and I'm in and out in a minute or two. Customer service has been fantastic with a few in depth customizations I was trying to figure out.”

- Danielle Yorgy, Whole Spirit Acupuncture

"Happy Charting Makes me Happy!"

“This software has saved us a lot of time and money. We are happy with this program, its updates, and progress in including more features.

Software is simple to set up and use. Made for quick and easy charting for busy clinics that don’t want to spend a lot of time charting.”

- Melissa Skelly, Zen Den Center

"The Perfect Charting System For My Acupuncture Practice!”

“I relaunched my practice almost 2 years ago, and wanted to choose systems that fit my vision perfectly. Happy Charting was exactly what I was looking for! Yinghui & the Happy Charting team have been quick to respond when I needed technical support. I highly recommend this charting service to other acupuncturists! It took a little bit of time to learn how to use it and customize my charts, but the training videos made it easier! I love that it’s totally customizable, easy to use, HIPAA compliant, and an excellent price without any excess features that I don’t need.”

- Brandy Falcon, Falcon Healing Arts

"Happy Charting, Happy Customer"

“Pro: Ease of use and able to customize to my needs. Happy Charting reduced the time I spent charting considerably. They have developed a very user friendly platform for my profession (Acupuncture). You can tell by their service and communication that they truly care about the clients who use the program and are constantly asking for input as to how to improve and upgrade the software. I loved the training they provided and the customer service is exceptional. They listen to our needs, wants and ideas about our profession.”

- Connie Lynn Ma, Breukelen Acupuncture

"Clean and Simple Charting Software for Community Acupuncture”

“Charting is a daily requirement for our business and so it needs to run smoothly.
Happy Charting has been mostly trouble-free and extremely affordable in our very lean business model.

Happy Charting is simple: with customizable treatment layout and templates that minimize the time spent doing repetitive charting tasks. Was a very painless to switch from our previous EHR.”

- Derek Doss, Sebastopol Community Acupuncture

"Great Place to Chart"

“Happy to have a system that is group acupuncture friendly, that really keeps charting needs simple. Being able to chart digitally has lightened my work life. Tap tap is preferable to being bent over filing and refiling. I don't foresee ever switching up charting. I am loving it.”

- Elicia Faul, Loose Leaves Acupuncture & Massage

"Ease of use, makes charting fast and simple.”

“Easy to use with multiple providers. We have had a wonderful experience working with Happy Charting! The team is responsive with our questions and the software is very easy to use.”

- Elizabeth Fuqua, Acupuncture in Richmond

"Don’t plan on ever switching"

“I’ve been using Happy Charting for my acupuncture practice since 2021 and I don’t plan on ever switching! The software design is straightforward and functional. I like that you can customize everything (what you include in SOAP notes, intake forms, etc). Every interaction I’ve had with Yinghui has been pleasant as well as genuinely helpful. The customer service is great! Highly recommend if you’re looking for a charting system that is easy to use and very affordable.

Pros: Simplicity, ability to customize the format, HIPAA compliant forms, helpful customer service, affordable pricing.”

- Emily Sealy, Third Eye Acupuncture & Wellness

"Easy, quick learning curve”

“Learning Happy Charting was quick. The learning curve was really fast. After I had it customized, it felt very intuitive and easy. After 5 or 10 mins, I could navigate it quickly. The simplicity is actually something I really appreciate in my clinic. There are no bells and whistles, but that is totally fine with me. It means I'm not paying for things I'm not using. It's been a great experience. They are a very personable company. I don't have any complaints, they are always very responsive when I reach out for assistance.”

- Emma Hosford, Emma Hosford Acupuncture

"Thank you Happy Charting team"

“Thank you for such a quick response in everything you do.

It speaks volumes to Happy Charting :)”

- Eric Montoya, Nob Hill Community Acupuncture

"Fast Charting”

“I love Happy Charting for quick notes and speedy charting! Easy to use and very straightforward charting. The program allows me to set up my intake form and notes just the way I want it. The program allows me to chart quickly and efficiently and I never have homework. Learning how to use Happy Charting was also simple. The instruction videos are short and straight forward. My overall experience with Happy Charting is excellent. Customer service is speedy and all of my questions are answered in no time.”

- Gwen Rudy, Alpine Start Acupuncture

"Great User Experience"

“Fast and easy access to patient records. Also quick and easy in generating reports.

Each record contains sufficient charting details. Very simple and easy to use.”

- Han La, Han’s Acupuncture

"Fantastic! It has transformed my relationship to charting.”

“Happy Charting is an amazing company for acupuncture electronic charting.

Happy Charting is a superb company. They make electronic charting simple. The customer service is excellent. I am not someone who likes dealing with technology and so I was intimidated by bringing my charting online. I could not have been more pleased with how simple it has felt doing it with Happy Charting. It saves me so much time daily in my acupuncture practice!

The customer service is excellent. Happy Charting provides clear and helpful videos about how to set up the platform. I am a bit of a luddite and I find this platform very easy to use!”

- Ilana Margalit, Ilana Margalit Acupuncture

"Excellent!"

“Thank you Happy Charting team for asking for input throughout. It's nice to be part of the process and have our suggestions be heard and acted upon.”

- Jamie Holland, Lakewood Community Acupuncture

"The best electronic charting company”

My experience with Happy Charting has been excellent! Very helpful, responsive and innovative. Happy Charting is really easy to setup and use. If you have any specific needs or issues, let the Happy Charting team know and they get right on it!

- Jessica Hardy, Meeting Point Community Acupuncture

"It has made charting a breeze"

“Everything with Happy Charting is very simple to use. Before I had disorganized files and details were being lost at times. Happy Charting showed me how streamlined and simple it all can be.”

- Jodie Treloar, Drift Acupuncture and Wellness

"No suggestions for improvements needed!”

“Prior to HC, I used paper. HC has made my charting more streamlined and I am very glad to be reducing my paper usage.”

- Julie Baumhofer, Butong Acupuncture

"Happy Charting puts the Happy in Charting"

“I love charting patients with a system I have control over, not just the one the clinic uses. I'm very happy! The service was above and beyond transferring patient files over to Happy Charting. Really all I can think of is not setting up my own system sooner. Love the document saver - to have photos and files all in one place is so helpful.”

HC is a pleasure to work with. Despite being located halfway around the world, Yinghui and her team get back to my queries by email within 24 hours or less. Friendly staff and a simple useful product help me run my practice smoothly.

This software is so easy to use, I can't believe I didn't switch to it sooner. As a small business owner, I do all charting and billing myself - HC is a real time saver. I also do quite a few cases on liens and the Reports Tab makes it super easy to send medical records to the lawyers and/or insurance companies. The online forms catering to my industry as well as the short and sweet You Tube training videos are a real plus.

I love this software! There is nothing about this software that I would change.”

- Julie Shillabear, Acupoint Wellness

"I’m so happy”

“I just needed something very simplified, very basic, where I didn’t have to learn what all the buttons were. I’m very non-complicated. I’m not super high tech. I don’t need all these bells and whistles. When I found Happy Charting, I just thought - this is exactly what I need. It had everything I was looking for, and it’s just been great. I really like having that structure Happy Charting gives me. It’s very simple, very organized and just overall easy.”

- Katy Barnhill, Acupuncture To The People

"Charting doesn’t have to be painful"

“This makes charting so easy. Sometimes I forget how hard charting used to be because it's so easy.”

- Kristin Lundeen, Kristin Lundeen Acupuncture

"Happy to be Charting!”

“We've been pleased overall! It's great to get rid of paper, and have an easy system to document visits for our patients. We've found Happy Charting to be exceptionally easy to use. The customization is straightforward. Once everything was set, we appreciate the ease in charting each patient. We were impressed with customer service!”

- Lauren Messelbeck, Lifepoint Acupuncture

"Always replies to every question within 24 hours"

"Happy Charting is made by acupuncturists for acupuncturists. Not only does it have the right features but they also have great customer service. The team at Happy Charting cares for their customers as well as their customers’ patients.”

- Lester Suarez Cormier, VT Community Acupuncture

"Very Grateful for Happy Charting!”

“Oh wow. It's so darn easy to add a new patient!!! Practice Fusion makes you enter all kinds of personal information. After trying OpenAcu, we decided to go with Happy Charting because it’s just so easy.”

- Linda Phelps, Purple Dragon Community Acupuncture

"Intuitive EMR Specific for Acupuncturists"

"Happy Charting has merged the old dinosaur paper charting ways and synchronized it with modern, sustainable paperless practices. Happy Charting has solved for me in minutes, what took me years to conceptualize and translate to digital form, for my unique practice. Now everything is seamless, succinct and effortless.

I highly recommend the aptly and intentionally coined product, “Happy Charting,” for a reason. We all know it takes a village, blood, sweat and tears to create a business that really effects change and makes a difference - and the Happy Charting team has done just that.

Thank you for the easy interface, ease of use, ability to go paperless from the start and how easy it is to connect to customer service.”

- Meesa Pedrozo, Harmonics 253

"EMR for a reasonable price!”

“I was able to transfer over a lot of my existing data. Before Happy Charting, I was forgetting to sign some charts.”

- Michael Padilla, Orange County Acupuncture

"Happy Charting is easy to use!"

"I historically have not been the best note keeper. My practice is really busy. In four days, I see between 60 and 80 patients. I write down the points I used if I'm lucky. I just wanted to keep better records. If you’ve already got a system that works, it’s really appealing to have something that doesn’t reinvent the wheel. You don’t have to spend hours and weeks training on it. I figured it out pretty quickly. It’s simple. I liked that. My charts were nowhere near as detailed as they are now with Happy Charting.

I've been enjoying how it encourages me to do better in my practice. It was the only one that was so flexible. That’s a huge asset to this company. And they made it really easy. It’s been really great. Thank you for making a great software that's simple to use.”

- Michele Heneghan, Inner Rivers Oriental Medicine

"Great simple interface for TCM practitioners.”

“A very simple, clear and consumable interface. Their service team is always ready to assist you. That makes it one of the few services that keeps you in the loop.”

- Nikolaj Nielsen, Nikolaj Nielsen Acupuncture

"Happy Charting is awesome! I love it!"

"Happy Charting is really great. I would not think of changing. They make charting quick, easy and affordable. And if you do have a problem they answer by email very quickly, even though they are an ocean away!

My favorite feature is that I can copy the last chart I did and then modify it. This makes charting much quicker in a busy schedule. And if I forget to chart something and then remember it, there is an area where I can add on after the chart is signed.

It has been really great. This software is so easy to use. I normally 6 people an hour and Happy Charting makes charting really simple, easy and quick.”

- Michele Smith, Gathering Point Community Acupuncture

"Makes charting a breeze”

“I am extremely happy with everything about Happy Charting. I love the whole layout of the software - it makes charting so quick and easy with all the customization options, but what really brings up the value is the team at Happy Charting and Yinghui. She is amazing - she responds quickly to any issues that arise and is truly concerned with her customer's happiness.

Everything has been working great. My charting is much faster and easier. Before Happy Charting I would find that I would get to the end of a shift and have to chart everyone because it took too much time to do right after needling the patient - that was awful and I dreaded it.

Happy Charting makes it much easier and quicker so I can do my charting in the time between patients. It gives me much less to do at the end of my shift which is really nice.”

- Nicole McCarty, Common Source Acupuncture

"I like that Happy Charting was made for acupuncturists"

"Happy Charting is a straightforward and easy to navigate platform geared towards acupuncturists and TCM practitioners looking to move towards digital/electronic patient records notes charting. I work in a very simple clinical setup environment that doesn't take insurance and does no billing, and I am still able to derive benefit from Happy Charting.

The software is straightforward and generally easy to follow. It is a great way to keep patient notes organized and look up the history of past treatments quickly. There's also plenty of room for customization to streamline the process and make charting feel intuitive. I also like that it can be used both on PC and iPad, making it convenient to chart both at home and at work.”

- Patricia Hu, Kama'aina Acupuncture

"I love this program"

“Just a great experience. I can't say enough good things about them.

This is such an easy program to use. I am a Five element acupuncturist so I need to take notes differently than TCM. This is a perfect program to fit my needs. And I love the customer service. They actually help me. I can't say enough good things about this program.

Cons: Honestly nothing. They have solved all my issues that I had with other programs.”

- Donna Parker, Health Coach Donna

"The best charting for community acupuncturists!"

"I've used 5 different electronic charting programs, and this is the best.
Happy Charting is fast and easy to use.”

- Matthew Stuckey, Bellingham Community Acupuncture

"Affordable, efficient charting software"

“When colleagues ask me about charting software, it's easy for me to recommend Happy Charting. As a small business, it's important for us to support other small businesses. And the staff at Happy Charting make that easy to do.

I came from a high volume clinic. It was great to feel like my opinion mattered whenever I chatted with the Happy Charting team. Not only is it less expensive that all other charting software I tested, it's also a company with heart. The customer service is exceptional.”

- Chris and Elizabeth Bruckner, Green Jade Acupuncture

"Avid User From Early On"

“I can't say enough about Happy Charting - it is probably the most valuable tool that I use on a daily basis.

This software was a game changer for me. I went from time consuming paper charts to a charting system that I can use on the go. I chart as I treat and I am easily able to walk away from the day at the end of my shift. The support team is awesome at helping to fine tune and fix problem areas quickly and as they pop up.”

- Ronnie Yocham, The Bow Acupuncture & Community Wellness

"Great Starter EMR"

“It's been a great tool to start my acupuncture practice (again) from the ground up. A nice, simple introduction to EMR.

The customer service is top notch. The Happy Charting team is always there to answer questions and guide us through any difficulties with the program. Once set up, it's easy to use. Very basic. Great for acupuncture practitioners who are just getting started or have a small practice.”

- Jennefer Radojevic, Paso Acupuncture & Wellness Center

"I Couldn't Be Happier"

“I love what HC has done for my charting: convenience, speed, reliability. Support is the most important quality to me, next to the question: Does This Do What It's Supposed to Do?

Happy Charting does exactly what it is intended for, and the support is tops. No matter what the problem, their support will not rest until the problem is solved. They never give up.”

- Lumiel Kim-Hammerich, East West Natural Medicine

"Happy Charting is Great"

“Excellent, the team is very helpful and responds very timely.

The software is easy to use and great for starting up a new business.”

- Amanda Plecha, Integrative Healing Arts

"This Software Has Halved My Charting Time!"

“Happy Charting makes me truly happy. I can chart 20 patients in 15 mins.

I like that this software is set up with a community acupuncture practice in mind. I love that it is also customizable to my and my practice's needs. And I really like how quickly charting gets done with this software.”

- Katy Whitcomb, We the People Community Acupuncture

"It Has Been An Invaluable Asset To Us In Our Clinic."

“Before finding Happy Charting, we tried 3 EHRs. We found Happy Charting to be the most intuitive and streamlined for what we do. It's very straightforward and has made charting more easy than I could ever imagine. Even the learning curve was barely noticeable.

Also, the user interface makes it super easy to do all the things you need to manage a patient's care. We are very grateful to have found this software and consider it an integral part of our practice. I hope more acupuncturists, both CA and those who just have a cash practice, try out Happy Charting.”

- Jeffrey Schifanelli & Elaina, Savannah Community Acupuncture

"10/10 Would Recommend"

“I find by using this charting system I am able to complete my charts three times faster than when I chart by hand and I need every minute I can get these days!

I am really happy with my experience using Happy Charting the software is great and the people running it are amazing and very helpful.

Everything is really customizable so you can make sure all the information you want to have on an intake form or daily client chart can be added.”

- Kanesha Meyers, Keesha’s Healing Room

"The Software Was Easy To Set Up And Use."

“A software created by acupuncturists for acupuncturists.”

- Maria Andino, Maria Andino La.c

"A Simplified, Affordable EHR with Amazing Customer Service"

“It was easy to use and implement. I also got a lot of help in the beginning to set up the system.”

- Kimberly Reece, Family Room Community Acupuncture

"A Lifesaver!"

“It is easy to navigate. This software helps me save a lot of time in charting patient information before they arrive especially on days that I have a lot of patients. I can also customise each chart individually, catering to my patient's needs. Getting my other coworkers to use it was so easy! This software is a must have!”

- Omotola Widad, Medical Officer in Nigeria

"Great Customer Support"

“Great Product. Yinghui is hands on, professional, and the nicest person you’ll work with. The software is completely customizable.”

- Rachael Rodriguez, Rejuvenessence Bodywork

"Simple to Use!"

“Happy Charting is great because it's simple to use without unnecessary extra features at a great price and excellent customer service! Thank you for making such an easy to use charting program!

I appreciate you reaching out and the care you demonstrate for ensuring we all have a product that meets our needs!”

- Leah Rainer, Leah Acupuncture

"Cost Effective"

“Easy to use, easy to customize. Can't beat it for the price point. I like that it is customizable for my charts. I can add boxes I want and delete ones I won't use.”

- Courtney Winter, Winter Wellness Acupuncture

"Affordable and Helpful Customer Support"

“My overall experience with Happy Charting has been great. They are always very helpful if I need support.

I'm still learning my way around but every time I've needed help, Happy Charting has been there. The affordable monthly fees make it easy to start a clinic and build my business from the ground up.”

- Gabriella Rivera, Front Porch Community Acupuncture

"Top Notch Charting Software"

“Very happy with this product. Best customer service: hands down. When I need help with something, the staff are effective and efficient.”

- Christopher Neal, Christopher Neal Doctor of Oriental Medicine

"Affordable and Helpful Customer Support"

“Happy Charting is really an improvement over my previous EHR. It's much easier to keep up with my charting and I definitely spend less time on charting and can spend more time on the parts of my practice that I actually enjoy!”

- Michael Koziol, Whole Health Acupuncture

"Your System is Fast and Fun!"

“Loved happy charting... your system is FAST and FUN.
I’ve shown you to some friends and we are in awe!”

- Annie Duguay, Annie Duguay Acupuncture

"Running Faster Than Practice Fusion"

“We used Practice Fusion for EHR, and still use Acuity for Scheduling.
After the initial learning curb, we are running much faster than with Practice Fusion.

HC likes:
- Creating custom point combos / templates
- Option to type in point charts in instead of templates
- Ability with one click to port info from last chart to current chart
- Being able to see patient info, fast chart and all patients scheduled for the day at the same time
- PDF uploads: works great”

- Sean Honea, Southside Community Acupuncture

"Great charting system - Easy to use!"

“Amazing customer service and super helpful. I appreciate the simplicity that also incorporates the ability to customize. Once a chart is designed, and once the first appointment has occurred, all subsequent charts are a snap.”

- Jason Lane, Willow Tree Healers

"Quick, easy, affordable charting service."

“Simple, straightforward EMR software for acupuncturists. Great service. I feel that this is a great company with easy software to work with. Its price point is also good compared to other charting services.

Easy to use and quick friendly customer service. I felt cared about when I had to reach out to them. Charting is also very quick and easy to do.”

- Samuel Rivera, Centred Health Tucson