NO hardware to buy or maintain. NO mandatory start up costs. Monthly invoice based on usage. Costs less than one percent of gross revenue.

Easy To Use

Easy To Use

Supports most computers, tablets, and smart phones. Works with any modern web browser. Designed to be simple and intuitive. Electronic signatures.

More Features

More Features

Provider payroll and scheduling support. Client payment and invoice management. Upload files. Secure messaging. Acuity Scheduling.



Bill and obtain results for over 2000 payers. Instant eligibility results. Multiple clearinghouses supported. Diversify and increase your revenue.



ChartCaddy was designed to be flexible to keep up with market and customer demands. Forms and workflow can be customized. New features added regularly.

Online Forms


Supports all forms online such as assessments, encounters, and referrals. Most forms can be used offline and/or be made publicly accessible. Self service data export.

ChartCaddy is a system to enter, maintain, and report on the various forms that your outpatient based health organization depends on. One of the major features of the system is that it is highly customizable per organization in regards to both the content as well as the workflow of the forms. Another major feature is that billing information is pulled from completed forms and is automatically submitted to over 2000 payers. It is a low cost, web based system that has many features that are unavailable in most other systems.

Contact Information

If you would like more information about ChartCaddy please do not hesitate to contact us. Normal office hours are Monday through Friday, 8AM to 5PM CST, except for nationally recognized holidays. Email may also be answered outside of normal support hours.

Office Phone: (405) 698-3702
Office Fax: (405) 698-3708
Office Email:
Mailing Address: PO BOX 271204
Oklahoma City, OK 73137


Changing vendors was a very daunting prospect but we wish we had started using ChartCaddy earlier. The system is powerful, easy to use, cost effective, and we have been able to customize it more than we thought possible. The customer support is amazing and we truly feel that we are considered a partner and not just a customer.

Gregg Johnson, Multi-County Counseling, (405) 527-1785

I cannot recommend ChartCaddy highly enough! The customer service is amazing! They are always so happy to answer our questions and help us resolve our issues. Their friendly, personal approach made the implementation easy and allowed us to focus on our clients!

LeAnn Chastain, M.Ed., LPC, Penny Lane Therapy, (405) 919-7009

I absolutely love ChartCaddy! It is by far the best/most advanced EHR out there. ChartCaddy literally does everything. ChartCaddy communicates directly with the Oklahoma Department of Mental Health for preauth approval and treatment plan approval and bills directly through our clearinghouse. All you have to do is approve the items and the payments are automatically applied. Aside from billing, there is a calendar feature where you can book appointment with reminders, choose a room, create a note directly from the calendar so you dont have to go back and remember to do all your notes. You can send HIPAA compliant messages to your staff direct through ChartCaddy as well as upload documents and send though confidentially. It offers electronic signatures and the ability to store new referrals for all of your staff. The customer support is phenomenal! All you have to do is email or call if you have a question, and the staff will help you right away. If you need anything tailored to your agency, that is an option. Before I was using 4 different tools with my agency and now I can do 100 percent of my business through ChartCaddy very efficiently. It does so much, I am sure that I am forgetting something here.

Crytal Rios, Owner, Metro Family Therapy, (405) 837-1033

ChartCaddy has been a great tool for our agency to go from paper files to electronic files. Not only are we now able to access our files from anywhere, ChartCaddy also provides us with an extra level of checks and balances built within the program that gives us peace of mind. The ChartCaddy team has been extremely prompt in answering our questions along the way, and the customizable options ChartCaddy offers have been instrumental in meeting our agencies specific needs.

Amy Wood, Office Coordinator, Frontline Family Solutions, (405) 527-2424

Chartcaddy is very user friendly and easy to learn. My entire staff was able to learn this program with minimal teaching and were able to dive right in. I love that you can easily download the entire chart digitally which is great for certification and accreditation audits. It saves time, paper, and money. It's definately a less expensive program than most of the other electronic medical record programs on the market. I would recommend ChartCaddy to any new agency or agency looking to change software.

Rachael Lowery, Owner, Empowerment Community Services, (405) 318-6593