Right Sized

Finally, an EHR built for small and medium sized outpatient organizations.

ChartCaddy brings documentation, billing, scheduling, and everyday administration together in one straightforward system—without complexity, high cost, or paying for features you don’t need.

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built around you

You don’t need a bigger EHR. You need one that fits.

You have clients to serve, staff to support, and an organization to run. ChartCaddy was built for small and medium sized outpatient organizations that need a capable EHR without requiring dedicated staff to manage the EHR itself.

It’s easy to learn, built to fit the way you work, and ready to handle the clinical and administrative work behind your organization.

Explore Chart Caddy Features
Built for organizations that want
  • An EHR staff can easily use
  • Documentation and billing that work together
  • Less duplicate administrative work
  • Flexibility in forms and workflows
  • Straightforward, practical functionality
  • Responsive help from people who know the system
Power Without Complexity

Everything you need shouldn’t mean paying for features you don’t.

Easy to Use.

ChartCaddy is designed to make everyday tasks more visable and easier to complete. Less hunting through screens. Less learning curve. Less software getting in the way of the work you need to get done.

Everything works together.

Documentation, scheduling, billing, reporting, and administration live in the same environment—helping information move through your organization without being entered again and again (and again).

Only what makes sense.

Use the features that make sense for your organization. Configure forms and workflows around the way your team works. Add customization when something more specific is needed. And turn off what you don’t need (or want).

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Chart Caddy has been great for my mental health practice. The EHR is easy to navigate and simple to use, which makes managing day-to-day work for my providers much easier. Whenever I have an issue or question, the Chart Caddy team is always quick to respond and helpful in getting things resolved. I have used other EHR systems, and I have found Chart Caddy to be the best. I highly recommend Chart Caddy to other mental health professionals looking for an easy-to-use, reliable EHR with excellent customer support.

Shannon West - Ainsworth Behavioral Health

CONNECT THE PIECES

Do the work once. Keep it moving.

Clinical documentation shouldn’t create a second administrative job. Document the service and then ChartCaddy automatically validates the information before generating a claim.

This means administrators can skip work creating new data based on documentation that has already been done—less time shuffling paperwork and more time reviewing, managing, and improving the organization. From appointment to documentation to claim, ChartCaddy helps connect the pieces.

Woman using chartcaddy on laptop

Documenting care.

Create and manage assessments, treatment plans, progress notes, and other clinical records.

document inputted into laptop

Documenting management.

Connect documentation with scheduling, approvals, signatures, billing, reporting, and other workflows.

Woman working in chartcaddy on laptop

Document timeline.

See what is complete, what needs attention and what still has to happen.

See How ChartCaddy Works
stethoscope laptop and document on clipboard
Flexibility

Your workflow. Your forms. Your EHR.

You shouldn’t have to reshape your organization around software. ChartCaddy can accommodate different documentation requirements, workflows, and ways of working without forcing everyone into a one-size-fits-all system.

Configure the features you use. Adapt forms around your needs. Turn options on or off. And when you need something more specific, talk to us.

Because the right EHR should fit your organization—not the other way around.

Support

Questions? Call us. We’ll answer.

A good EHR matters, and so do the people standing behind it. When you have a question, call or email ChartCaddy and you’ll hear from people who know the software, understand small healthcare organizations, and care about getting the issue resolved.

No sending you off to figure it out yourself. No treating you like another account number.

If it’s a problem for you, it’s a problem for us.

“I absolutely love ChartCaddy! It is by far the best/most advanced EHR out there. ChartCaddy literally does everything.”
Crystal Rios
Metro Family Therapy
Confidence

One less thing to worry about.

Choosing an EHR is a big decision. You are trusting it with your records, keeping your revenue flowing, and monitoring compliance. ChartCaddy is designed to give you confidence in what’s happening behind the scenes.

ChartCaddy provides ways to export your information. We want you to stay because the system works for you—not because your data is being held hostage.

Keep records organized, track documentation status, and make it easier for supervisors and administrators to see what requires attention.
Documentation controls, reporting, and audit support help you stay organized and prepared.

12+ years

Customers have relied on ChartCaddy. Dependability and availability shouldn’t be an EHR feature. It should be a given.

Built for the people who use it.

An easier way to run the business and provide better service.

ChartCaddy customers consistently talk about the same things: ease of use, responsive support, flexibility, better organization and less administrative effort.

“Selecting ChartCaddy for our medical records vendor turned out to be one of the best decisions we made. It is more like having a partner than a vendor and they have demonstrated their commitment to our success almost every day for the last five years. I could go on about the amazing system and incredible customer support, but what I like the best about ChartCaddy is that if we have any problem at all I know they will be there to help us through it.”

Chris Taylor

Therapeutic Life Choices

“ChartCaddy is a fantastic charting and billing system with a wonderful team backing it up. Their team quickly and consistently responds to our agency’s needs to resolve any issues, and they have consistently shown high levels of support and understanding time and time again.”

Julie Kieu

Pivot

“We have proudly used ChartCaddy for our electronic medical records for over nine years. Their technical support is outstanding, and their staff is always helpful, responsive, and willing to listen to our needs. They continually work with us to make necessary changes and improvements that help our agency succeed and make our paperwork more efficient. We truly appreciate their commitment to helping agencies save time and focus more on serving their clients.”

Katie Wilson

Youth and Family Services of Washington County

Software from people who care as much as you do.

See what an EHR built for smaller organizations feels like.

We’ll show you how ChartCaddy works, answer your questions, and talk through how the system fits your organization with a practical look at the software and what it could do for your team.

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