# Carepatron Reviews **Vendor:** Carepatron **Category:** [Medical Practice Management Software](https://www.g2.com/categories/medical-practice-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 527 ## About Carepatron Carepatron is a comprehensive practice management software solution designed to assist healthcare teams in effectively managing their operations and enhancing patient care. This platform caters to a wide range of healthcare professionals, including solo practitioners and larger teams, by providing an integrated suite of tools that streamline various aspects of practice management. Targeted at healthcare providers who seek to optimize their workflows, Carepatron offers functionalities such as online booking, electronic health records, task management, note-taking, secure messaging, video consultations, and artificial intelligence features. This all-in-one solution is particularly beneficial for practitioners looking to reduce administrative burdens and focus more on patient care. By centralizing these essential functions, Carepatron allows healthcare teams to operate more efficiently, regardless of their size or specialization. One of the standout features of Carepatron is its user-friendly interface, which allows for easy customization. Healthcare providers can tailor the software to meet their specific needs with just a few clicks, ensuring that the system aligns with their practice's unique workflows. This flexibility is crucial for practices that may have varying requirements based on their patient demographics or service offerings. Additionally, the platform's design promotes seamless communication among team members, enhancing collaboration and improving overall service delivery. Carepatron also prioritizes patient engagement by facilitating online booking and secure messaging, which can lead to increased patient satisfaction and retention. The inclusion of video consultation capabilities further expands access to care, allowing practitioners to reach patients who may have difficulty attending in-person appointments. By integrating these features, Carepatron not only enhances operational efficiency but also contributes to better health outcomes for patients. In summary, Carepatron stands out in the practice management software category by combining a robust set of features with an emphasis on ease of use and customization. Its ability to serve a diverse range of healthcare providers while promoting efficient practice management and improved patient care makes it a valuable tool for any healthcare team looking to enhance their operational effectiveness. ## Carepatron Pros & Cons **What users like:** - Users highlight the **ease of use** of Carepatron, appreciating its intuitive design and customizable features. (139 reviews) - Users highlight the **affordability** of Carepatron, making it an excellent choice for cost-effective practice management. (68 reviews) - Users commend the **helpfulness** of Carepatron, particularly its AI support and ease of access for clients. (58 reviews) - Users love the **variety and customization of templates** in Carepatron, enhancing their therapy and coaching practices effortlessly. (53 reviews) - Users admire the **intuitive design** of Carepatron, praising its simplicity and effectiveness for seamless appointment booking. (53 reviews) - Scheduling (52 reviews) - Users love the **AI transcribing and support** features of Carepatron, enhancing practice efficiency and client experience. (49 reviews) - Pricing (49 reviews) - Setup Ease (49 reviews) - Efficiency (46 reviews) **What users dislike:** - Users find Carepatron has **limited features** , especially regarding payment processing, integrations, and app performance. (48 reviews) - Users find the **missing features** in Carepatron, such as limited payment options and lack of notifications, frustrating. (42 reviews) - Users express concerns over **limited customization** , finding the templated approach inadequate for their diverse needs. (27 reviews) - Users report **billing issues** with unclear invoiced amounts and a confusing layout, impacting their financial tracking and reporting. (26 reviews) - Users find the **limited templates** in Carepatron restrict their ability to customize the experience effectively. (25 reviews) - Technical Issues (25 reviews) - Payment Issues (21 reviews) - Users face **integration issues** with Carepatron, including payment limitations and inconsistent calendar syncing. (18 reviews) - Users find the **template limitations** frustrating, often struggling with slow loading and inadequate customization options. (16 reviews) - Form Issues (15 reviews) ## Carepatron Reviews ### 1. All-in-One Solution for Seamless Practice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Justin H. | Social Worker/Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I really appreciate that Carepatron integrates all the services I need into one product, like note templates for clinical documentation, billing, scheduling, and an encrypted video platform. Carepatron is easy to use and intuitive, which makes everything a lot less stressful. It's affordable too, which is a big plus. All the features have easy-to-use commands, and there are simple videos available for guidance. This combination makes it quick to learn, streamlines my tasks, and saves me time. The initial setup was also easy to learn, especially with the available video tutorials. **What do you dislike about Carepatron?** The only issues I’ve had is that the updates can feel too frequent as they sometimes occur daily. After updates, sometimes I have issues with the video not loading. **What problems is Carepatron solving and how is that benefiting you?** Carepatron integrates all the services I need into one product: clinical documentation, billing, scheduling, and a secure video platform. It's easy to use with intuitive commands and guidance videos, streamlining my tasks and saving me time. **Official Response from Carepatron Team:** > Hi Justin, we really appreciate you taking the time to leave such a thoughtful review. Thank you for commenting on the frequency of our updates and the occasional video loading issue afterward. Our team regularly releases updates to improve performance and add features, and feedback like this helps us ensure those updates remain as smooth and reliable as possible. If you ever experience more issues or want help optimizing your telehealth setup, our customer team will gladly assist. Please reach out anytime! ### 2. Efficient Booking, Lacks Payment Flexibility **Rating:** 3.5/5.0 stars **Reviewed by:** Luis B. | Netsuite Digital Transformation Lead - Supply Chain, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2024 **What do you like best about Carepatron?** I like how Carepatron solves the problem of booking, especially since it is kind of fast. I also enjoy the AI capabilities which, although could be better, are still impressive. They offer great abilities like transcribing entire conversations and generating notes in predefined formats such as SOAP, which is really helpful for following up on my patients. Additionally, the note-taking feature is really great. **What do you dislike about Carepatron?** I think that the payment processor is not great because I cannot receive payments from customers that are outside Mexico, and that's a problem for me. Also, I wish I could connect the calendar with platforms like Zoho, or other platforms, not just Google or Microsoft. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for booking appointments and having conversations with customers. It solves the booking problem by being kind of fast, and the note-taking feature is really great. **Official Response from Carepatron Team:** > We're thrilled to hear that you find Carepatron to be a complete and easy-to-use tool with great support. We appreciate your feedback about the free plan and pricing, and we'll definitely take that into consideration for future improvements. ### 3. Senior Chaplain and CEO, Edward J. Spence, DAANTS, BCMHC, CMCPLC, CCISD, BCTIC-IC **Rating:** 5.0/5.0 stars **Reviewed by:** Edward S. | Senior Chaplain and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Carepatron?** CarePatron has been a game-changer for my practice from day one. As a small but growing business, I needed something that was powerful, simple, and affordable, and CarePatron has exceeded my expectations in every category. They make it easy to run a professional practice without feeling buried in technology or paperwork. The video appointment feature is incredibly smooth. My clients receive clear links, sessions connect without headaches, and the layout is intuitive for both the provider and the client. I can move from my schedule to a video session in just a few clicks, and everything feels organized and steady. For clients who may not be tech savvy, this matters a lot, and CarePatron has made that part almost effortless. Billing and invoicing are just as straightforward. Sending invoices takes only moments, and everything is clean, clear, and easy to track. The email system is simple to use and very professional, so clients receive what they need without confusion. Instant messaging inside the platform is another major win. I can quickly and securely touch base with clients, clarify details, or share updates, all in one place, without juggling a bunch of different apps. One of the things I appreciate most is that CarePatron keeps improving the platform without punishing loyal customers. They continue to add features, refine the experience, and expand what the system can do, yet they honor the rate you start with. That level of integrity and respect is rare. It shows they are in this for long term relationships, not quick hits. Their support team is outstanding. Any time I have a question, they are truly Johnny on the spot. Responses are fast, friendly, and actually helpful. You can tell they understand what it is like to run a real practice with real people, real schedules, and real pressure. They listen, they respond, and they fix things. That alone sets them apart. For a smaller business that is growing in phases and being careful with every dollar, CarePatron is an ideal starting point and a very strong long-term partner. The platform is budget-friendly, thoughtfully designed, and built to grow with you. They support insurance workflows, make documentation easier, and keep everything in one place so you can focus on serving your clients instead of wrestling with systems. In short, CarePatron is truly awesome. They make it easier to practice with excellence, to scale at a realistic pace, and to take good care of the people you serve. I recommend them wholeheartedly to any clinician or coach who wants a dependable, friendly, and capable practice management solution. **What do you dislike about Carepatron?** The only thing I dislike is a recent change in the calendar workflow. I used to be able to click directly on the client’s name in the calendar and go straight into the video appointment. About four weeks ago that changed, and now I have to click on the appointment, hit edit, then send, and only then can I get into the video session. It is not a deal breaker at all, but it does add extra steps to something that used to be very simple. If they bring back the ability to join the video call just by clicking the client’s name in the calendar, the experience would be absolutely perfect for me, because I truly love the rest of the program and how easy everything else is to use. **What problems is Carepatron solving and how is that benefiting you?** I am not sure they just keep adding updates and they improve ease of use. They are fantastic!!! **Official Response from Carepatron Team:** > Thanks so much for the thoughtful review. We’re really glad to hear how Carepatron is supporting your practice and helping you grow with confidence. It's great to know the platform is making things easier across scheduling, video calls, billing, and documentation. We’re always looking for ways to improve the platform and truly value your feedback. Keep an eye out as we continue to refine the experience and add even more helpful features. If you ever need anything else, feel free to reach out to the Support Team via the website or your User Dashboard. We’d be happy to assist. ### 4. Robust Scheduling and Integration, Needs Alerts **Rating:** 4.5/5.0 stars **Reviewed by:** Hope H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Carepatron?** I like the scheduling feature in Carepatron because it allows me to schedule my clients from anywhere. I appreciate being able to set a virtual link with either Carepatron or Zoom. The DAP feature helps to bring the conversation together, and I really like the transcribing feature that collects my conversations. I also find linking my devices to be a great aspect of Carepatron. **What do you dislike about Carepatron?** I still wish there was a voice recording feature so I could go back and listen and take my own notes. I wish there was an alert system reminder about my scheduled appointments linked to my phone. Maybe a day before alarm or the day of. I have a separate technical gadget I have to load up to see who is on my schedule for today. Also, maybe send me a cancellation notice by email whether I do it or they do it. This will help a lot. It was difficult to set up but I push through it. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for scheduling, video therapy, and sharing links to my clients. I can set virtual or Zoom links and schedule appointments from anywhere. The DAP feature integrates conversations and transcribing collects my interactions. **Official Response from Carepatron Team:** > Hi Hope! Thank you for sharing your feedback. For appointment alerts, Carepatron does support automated reminders that can be sent via email or SMS ahead of scheduled sessions, which can help with day-before or same-day notifications. You can learn how to set these up here: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders We also appreciate your ideas around voice recording, additional alerts, cancellation emails, and easier setup, and feedback like this is valuable for helping our team continue improving the platform. If you would like help configuring reminders or simplifying your workflow, our Carepatron customer team would be glad to assist anytime. ### 5. User-Friendly with Integration Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** JandG S. | IT Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Carepatron?** I find Carepatron quite user-friendly and intuitive, especially for North American users. The menus, location of features, and language used across the platform have a quickly discernible meaning for most English-speaking people. I also appreciate that it offers an affordable way to facilitate counselor/client scheduling, appointments, and documentation. **What do you dislike about Carepatron?** Right now, it feels difficult to connect Carepatron to other tools we use or automate workflows outside the platform. Ideally, Carepatron would provide stronger support for integrations through a well-documented public API so external systems can securely read and write data, and webhooks for key events so automations can run in real time. Easier connections with automation platforms like Zapier or Make. We also have some unreliable behaviors in the telehealth tool- if someone joins a meeting before the start time, they end up in a different virtual space than a person who joins (using the same link) after the start time of the meeting. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for affordable counselor/client scheduling, appointments, and documentation, managing schedules, onboarding clients, and more. **Official Response from Carepatron Team:** > Hi JandG, thanks for sharing your thoughtful feedback. We appreciate your thoughts around integrations and automation and we're already looking at ways on how we can improve these as part of a better user experience in the near future. We also understand your concerns about the telehealth. If you’re open to it, the Carepatron customer team would be happy to help review your setup, discuss integration options, or troubleshoot the telehealth behavior you mentioned. Thanks again for the detailed feedback, and please feel free to reach out anytime if we can assist further. ### 6. Streamlined Scheduling and Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Donna G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Carepatron?** I like that Carepatron has an app which makes it easy to send documents to clients and create my own documents to send. I can also edit documents provided by Carepatron and schedule clients effortlessly. It sends reminders to clients via text and email, which is a big help. Having an all-in-one application keeps the backend running smoothly, allowing me to concentrate on other things. It's definitely a time saver for me. The more automated, the better. I appreciate that the app doesn't keep pressuring me for unnecessary things like upgrades. **What do you dislike about Carepatron?** The app asks for updates a lot but I am not sure what it is updating. I only use what I need. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to manage client schedules, send documents, and keep track of appointments. It helps my backend run smoothly, saves time with automation, and sends reminders to clients, allowing me to focus on other tasks. **Official Response from Carepatron Team:** > Thank you for sharing your feedback. We are glad to hear Carepatron is helping streamline your scheduling, document sharing, and client reminders so you can spend more time focusing on your work. We also appreciate you mentioning the frequent app update prompts. These updates typically include performance improvements, security enhancements, and new features that help keep the platform running smoothly, even if they are not always immediately visible in your daily workflow. If you ever want clarity on an update or help managing your setup, the Carepatron customer team will gladly assist. Thanks again for taking the time to share your experience and please feel free to reach out anytime if we can support you further. ### 7. Streamlined Life Coaching with Carepatron **Rating:** 4.5/5.0 stars **Reviewed by:** Trevor U. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Carepatron?** I find the simplicity of Carepatron's app to be very user-friendly and easy to use. Adding a patient is a breeze with this platform. Collecting payment is definitely seamless, which is a big plus for me. I also like the platform layout and the notes feature, which I believe are quite valuable. The AI dictation helps me capture things I might have missed during conversations, especially for SOAP notes. The pre-created templates are very handy. I'd recommend Carepatron to anyone just starting up due to these features. Additionally, I find the pricing per person to be wonderful, and the initial setup was very easy. **What do you dislike about Carepatron?** I believe that the e-prescribe abilities should be added to Carepatron, and I think that it should also have PMP aware, the prescription drug monitoring database attached to it. For prescribers, I think it would be a great EMR if only it had that capability. **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps with cognitive behavioral life coaching and generates AI notes. It simplifies adding patients, payment collection, and offers AI dictation for notes, ensuring I don’t miss anything in conversations. The platform's simplicity and pre-made templates are valuable for anyone starting up. **Official Response from Carepatron Team:** > Thanks for taking the time to share your feedback. We’re glad to hear that Carepatron’s simplicity, templates, AI dictation, and payment tools are helping streamline your workflow and make it easier to manage clients and documentation. We also appreciate your suggestion around e-prescribing and PMP integration. That capability is valuable for many prescribers, and feedback like yours helps guide what our product team explores as the platform continues to evolve. If there is anything you would like help setting up or if you have additional suggestions, the Carepatron customer team will gladly assist. ### 8. Intuitive EHR with AI Dictation and Seamless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Jaclyn P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Carepatron?** I really like the AI dictation and the premade templates with clickable forms that Carepatron offers. It makes tasks more efficient by streamlining billing and scheduling, and the customization of the calendar is a great feature. Setting up a dummy account was super simple and pretty self-explanatory, especially when customizing the calendar and scheduling. Carepatron's overall user-friendliness is appreciated compared to other EHR systems. **What do you dislike about Carepatron?** As of now, I have no idea how to use the AI dictation once I open a template and then I open it in the workspace. I can't figure out how to use it, but that is not an issue that Carepatron has created. That's probably an issue either with my iPhone or with the fact that I was just testing out the website and have not paid for anything at this point. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron because it provides premade clickable templates, and supports transcription and dictation. These features streamline my admin work, improving work-life balance and ensuring I'm paid fairly. The tool also enhances billing, scheduling, and calendar customization, making it user-friendly. **Official Response from Carepatron Team:** > Hi Jaclyn, thank you for sharing your experience with Carepatron. Regarding the AI dictation, if you're trying to use voice-to-text inside a template or workspace note, you may need to enable your device’s dictation feature first. You can follow the quick steps in our guide here: https://help.carepatron.com/en/articles/8668338-voice-to-text-dictation. This explains how to activate dictation depending on the device or browser you’re using. If you’d like a hand setting it up or testing it in your workspace, feel free to reach out anytime. Our support team will gladly help walk you through it. Thanks again for taking the time to leave a review. ### 9. Efficient, Secure, and Affordable with Minor Connectivity Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Lesley P. | Licensed Clinical Social Worker, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I appreciate the affordable cost of Carepatron. The audio feature with AI that develops progress notes for me is really handy, and I like that I can make adjustments as needed. The chat feature is something I appreciate too, as it helps keep private information secure compared to using email or a cell phone. I like that Carepatron stores all my completed notes, which is convenient. Creating a fake user to practice features like the camera feature before using them with actual clients is also something I appreciate. Additionally, the ability to sync Carepatron with my personal calendar prevents scheduling conflicts, saving me time. I also found the initial setup user-friendly and appreciated the chance to try the free version first. **What do you dislike about Carepatron?** I'm not sure what's going on with the connectivity. I've had clients express concerns that the audio feature cuts off more often than on other platforms. There might be ongoing tweaking happening with the IT side. I've also heard the same concern about connectivity not being the same compared to others. Additionally, there could definitely be ongoing improvement in regards to the ability to personalize each of the statements and receipts for my clients. **What problems is Carepatron solving and how is that benefiting you?** Carepatron solves billing concerns by tracking payments and appointments, ensuring security of client data, generating progress notes with AI, and reducing form creation time, while allowing integration with my calendar for seamless scheduling. **Official Response from Carepatron Team:** > Hi Lesley, thank you for taking the time to share such thoughtful feedback. We appreciate you highlighting the connectivity concerns you and some of your clients have experienced with audio. Reliable sessions are essential, so feedback like this is really helpful for our team as we continue refining performance and stability across telehealth and recording features. We also appreciate your suggestion around further personalization for statements and receipts. Input like this helps guide future improvements to billing workflows. If you ever notice specific situations where audio cuts out or would like help customizing your billing documents, our Carepatron customer team would be glad to assist and look into it with you. Thanks again for sharing your experience and for being part of the Carepatron community. ### 10. Streamlines Psychotherapy with Intuitive Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Darijan N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I like that Carepatron is organized and very user-friendly. It allows me to organize my clients in a really great way, including note-taking. I love the fact that it uses AI to record my notes so I can spend more time with my clients instead of writing or typing things up. It just makes it easy to keep track of my clients and send forms, streamlining my practice. I appreciate how it organizes billing, client information, their notes, and all forms, providing all the information I need. Invoicing and scheduling are also invaluable features. The initial setup was super easy. **What do you dislike about Carepatron?** I find the video quality in Carepatron could be improved. A lot of the times, I've had to switch to using Google Meet or Zoom because Carepatron would often lag or freeze for long periods, which other apps don't do. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to organize my clients easily, including note-taking with AI, which lets me spend more time with them. It helps me track clients, send forms, and streamlines my practice. **Official Response from Carepatron Team:** > Hi Darijan, thanks for sharing your feedback and for taking the time to write this review. We appreciate you raising the video quality concerns you have experienced during sessions. Reliable telehealth performance is very important, and feedback about lag or freezing helps our team continue improving stability and overall video performance. If you ever notice patterns with when this occurs or would like help optimizing your telehealth setup, our Carepatron customer team would be glad to assist. Please feel free to reach out anytime! ### 11. Simple, Easy-to-Use Carepatron for Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** Care Patron is a very simple software that is easy to use especially for small businesses. Before Carepatron we tried multiple big name softwares, and they all came with issues that lead us to quit using them. I have yet to come across anything that would make me change softwares. **What do you dislike about Carepatron?** I do wish Carepatron had more texting features, for reminders and things. But it looks like they will soon be coming out with more. I also wish you could submit prior authorizations or referrals (like fax) but that is not a huge turn off. What would also be nice is being able to add outside documents to the document section. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is our ehr software that allows us to store and write patient progress notes, it also allows us to send invoices and intake forms. This has extremely helped us, because we were doing all paper, so now it is one spot. The ease of the software allows for less time spending trying to figure out where you need to go to get to something. **Official Response from Carepatron Team:** > Thanks for sharing your feedback, we really appreciate it. It is great to hear that Carepatron has been a simple and reliable solution for your practice after trying other systems. Carepatron also includes built-in SMS messaging for things like appointment reminders and client communication, so if you have not explored that feature yet our team would be happy to help you get it set up. We also appreciate your suggestions around referrals or prior authorizations, and feedback like this will be shared with our product team as we continue improving the platform. Please reach out anytime, we are always here to help. ### 12. Streamlined Practice Management with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2024 **What do you like best about Carepatron?** I really like the ease of use of Carepatron, setting it up was easy, and it doesn't require much to keep going from there!. The integration of multiple functions is great - for example, the calendar feature connects to client details, where I can store notes and review appointment attendance over time. I love being able to send my intake documents from Carepatron when I book a client in for their first appointment. Clients have also uploaded additional documents like past reports to Carepatron when completing intake forms. My clients really appreciate the text and email appointment reminders. Overall it reduces my administrative burden. I compared a few products when I was looking for practice management software to use, and chose Carepatron based on it's security features and ease of use. **What do you dislike about Carepatron?** I think it would be useful if there was a different calendar color for appointments not attended vs appointments cancelled, just to make it easier to see at a glance, but that's the only issue I have. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to manage my psychology practice, streamline bookings, and link appointments to notes and client details. The calendar and automatic email and text reminders improve attendance. It's easy to use and integrates smoothly with my workflow, and reduces my admin time! **Official Response from Carepatron Team:** > It's great to hear that Carepatron is solving many of your administrative needs and saving you time. We're committed to providing a comprehensive platform for managing client information and appointments. ### 13. Cost-Effective EHR with Great Features, Needs AI Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Zeth C. | Community Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I like how easy Carepatron is to use. The calendar features are quick and easy, which make it really simple to see my week at a glance and track client no shows or cancellations with an easy-to-read graph on the dashboard. I also enjoy the AI feature that makes note-writing a lot easier and quicker. **What do you dislike about Carepatron?** The AI feature needs a lot of work. Sometimes trying to record the transcript in person is pretty clunky, and it's caused me to kinda stop using it for in person. It works much better for phone for telehealth, but it does have some issues where on the transcript, it'll show repeating the same phrase over and over again even though that wasn't part of the conversation. I'd like more customization in the way the notes are written. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for its extensive template library, which saves me from typing forms manually. Its scheduling features are easy, and it helps track no-shows. The AI aids with notes, while integrated telehealth streamlines my workflow. **Official Response from Carepatron Team:** > Hey Zeth, thanks for taking the time to share your feedback. We appreciate you highlighting your experience with scheduling, templates, and the AI notes feature. We also understand your concerns around the AI transcription. Improvements to accuracy, recording performance, and note customization are areas our team is actively working on, and feedback like yours helps guide those improvements. If you have additional feedback or any other concerns, we'd be happy to assist in any way we can. Please feel free to reach out anytime. ### 14. Affordable, Feature-Rich EHR with Seamless Mobile Access **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I appreciate that Carepatron offers an affordable option for electronic health records, which is really important as I'm just starting in my practice. It provides a comprehensive range of features at a great price level, including video note-taking, AI-assisted note taking, an integrative calendar, and secure messaging. The ability to customize note templates and send notifications to clients via text and email is also a plus. I love that there's a mobile app, which allows me to manage my schedule and respond to client messages on the go, without needing to be at my computer. It's also fantastic that they offer a free version that isn't just a trial. Additionally, I like how my clients can view and schedule directly on my calendar from their own portal, and I can control the forms they complete. The setup was very easy for me, and the AI note-taking feature significantly decreases my note-taking time and allows me to focus more on sessions. **What do you dislike about Carepatron?** I would like to see more ability or ease to edit the different note-taking options, to add certain things, take away certain things, and to be able to pull information directly from a client's chart into a note and vice versa. I would like to see more adaptability on that front. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for affordable electronic health records, AI note-taking, and seamless client scheduling. It has drastically decreased my note-taking time, letting me focus on clients during sessions. Clients can schedule directly, and I manage everything through the app without needing a computer. **Official Response from Carepatron Team:** > Hi Kelly, we really appreciate you taking the time to leave such a thoughtful review. We also appreciate your suggestions around expanding customization within note templates and making it easier to pull information between client charts and notes. It's extremely helpful as we continue to improve documentation flexibility and workflows. If you would ever like help optimizing templates or getting even more out of your workflow setup, our customer team will gladly assist. Feel free to reach out anytime! ### 15. Intuitive and Comprehensive Solution for Private Practice **Rating:** 4.5/5.0 stars **Reviewed by:** Samantha H. | Licensed Psychologist / Practice Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Carepatron?** This software is intuitive and easy to navigate, even for someone who typically struggles with other EHRs. It covers everything I need for my practice, including online bookings, client messaging, form creation and online completion, online payments, video conferencing, and billing. I am able to integrate my own forms, use pre-made templates, or create from scratch on the platform. Since I do not accept insurance, I haven't had the opportunity to try out that particular feature. Getting started and setting up the system was straightforward. So far, customer support has been excellent—I’ve used the AI assistant for a few simple questions and have also emailed support, always receiving a prompt response. I have been using this software daily in my private practice since I started with it six months ago. And it is very affordable - starting with a free option as I was just getting the practice set up and testing it out. **What do you dislike about Carepatron?** Carepatron offers clients the ability to send "messages" as well as create "notes." In my opinion, this could be confusing for clients, since these are two different features that might appear similar at first glance. **What problems is Carepatron solving and how is that benefiting you?** It keeps my entire practice management in one place - scheduling, billing, telehealth, and documentaiton. **Official Response from Carepatron Team:** > Hi Samantha! We're glad to hear how Carepatron benefits your practice. We hear your concern regarding Messages and Notes. This has been shared with the team. We're always looking for ways to improve our platform, so we appreciate you bringing this to our attention. ### 16. Easy to Use, with Regular Updates and Smarter Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Justine G. | Counsellor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** Carepatron is easy to use, I like that they are regularly updating features such as automation to improve functionality. They are also responsive to any questions I have when I am troubleshooting. **What do you dislike about Carepatron?** I do not like that currently their telehealth video feature will only show the shared screen in screen sharing mode, meaning that the view of the client disappears when presenting. This is especially unhelpful as I am a therapist and rely on visual cues from the client. **What problems is Carepatron solving and how is that benefiting you?** Carepatron significantly reduces the amount of additional administrative work that needs to be done in running a private practice. I can focus more effectively on clients. **Official Response from Carepatron Team:** > Hi Justine, thanks for taking the time to share your feedback. We hear your point about telehealth screen sharing and understand how important it is for therapists to maintain visual connection with clients during sessions. Insights like this help our product team better understand how the feature is used in real clinical settings, and we will be sure to pass this along as we continue improving the telehealth experience. If you would ever like help exploring telehealth workflows or have suggestions on how we can improve the experience further, our Carepatron customer team is always happy to assist. Thanks again for sharing your experience and for being part of the Carepatron community. ### 17. Accessible, Feature-Rich, and Time-Saving **Rating:** 4.5/5.0 stars **Reviewed by:** Demarie K. | Counselor III, Mental Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I appreciate that Carepatron is free and accessible. The free version has all the features I need, which takes care of a lot of the back end, especially in communications, and organizes things well. It has some decent AI features that generally save me a lot of time, even though there are a few bugs. I also like that it's very easy and self-explanatory to set up, with an intuitive interface that allowed me to play with the tools and set up forms myself. **What do you dislike about Carepatron?** There's still a few bugs when it works on creating a note. There's been a couple little glitches with sending invoices, but thankfully, I've been able to fix those myself. **What problems is Carepatron solving and how is that benefiting you?** Carepatron organizes everything in one place, allowing billing without separate accounts. It has AI features like ambient listening for note-taking, saving me time and ensuring accurate captures. **Official Response from Carepatron Team:** > Hi Demarie, we're glad to hear that Carepatron has been easy to set up and that the free version is helping you manage communication, forms, and billing all in one place. We hear your comment on the occasional bugs with note creation and invoicing and our team is continually working to improve stability and performance. If you ever run into issues or would like help optimizing your setup, our customer team will gladly assist! ### 18. Affordable, Feature-Rich, and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Holland H. | Licensed Psychologist and Clinical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** Carepatron is incredibly affordable and offers so many features for the price! Even better is the level of customer support you receive. Actual real life people are always available to help and take feedback or suggestions. The ease of use and ease of integration are both phenomenal, as well. **What do you dislike about Carepatron?** There are areas of improvement still left to be explored, but the Carepatron team is very receptive to feedback and implements changes and updates all the time. **What problems is Carepatron solving and how is that benefiting you?** As a small business owner who is new to independently managing a healthcare practice, Carepatron provides a wide variety features, keeps the prices affordable, and offers resources and feedback regularly. It is a lifesaver for anyone just getting started or looking for an easy, manageable platform. **Official Response from Carepatron Team:** > Hi Holland! Thank you so much for your feedback. We're glad our Support Team is able to assist you whenever needed. Should you have any other concerns, please feel free to reach out any time. ### 19. Comprehensive Solution, Needs Video Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Amy E. S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Carepatron?** I appreciate Carepatron as a comprehensive program that allows me to store demographic and insurance information about clients, conduct video sessions on a HIPAA-compliant platform, schedule client sessions, track payments, bill clients through Stripe, a trusted platform, and utilize the AI feature to write progress notes, which transcribes almost flawlessly. Customer service has been efficient, professional, and friendly. I also appreciate the very reasonable monthly price. **What do you dislike about Carepatron?** The video platform is glitchy at times with problems with audio and video. Additionally, the initial setup was moderately easy with some slight difficulty. I think it could be a little more user-friendly. **What problems is Carepatron solving and how is that benefiting you?** It is a comprehensive software platform as previously described, which significantlyimproves the efficiency of my work. **Official Response from Carepatron Team:** > Hi Amy, we appreciate you taking the time to highlight your experience with Carepatron and are glad it’s helping improve the efficiency of your work. We're sorry to hear about your concerns around the video platform and occasional audio or video issues. Reliability and performance are areas our team continues to improve, and feedback like yours helps us prioritize those updates. If you ever run into difficulties with video sessions or setup, our team would be more than happy to help troubleshoot and make the experience smoother so please feel free to reach out anytime! ### 20. Cost-Effective, Accessible, and Attentive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa V. | CEO of Total Care Health Solutions LLC and health coach, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2025 **What do you like best about Carepatron?** I like that Carepatron offers accessibility to everyone, no matter what level of software you are using. With Carepatron, we have multiple users and don't need to buy a station for each user. It's accessible online, meaning I can check appointments immediately, even if I'm out of the office, over a weekend, or traveling. This online accessibility makes it easy to use the services regardless of how many people are involved. Additionally, their customer service is notably attentive and can help solve problems quickly. **What do you dislike about Carepatron?** There are challenges in the merging of accounts and adding our current clients into the system was challenging. It's not as intuitive as you might think for someone who is not very good with computers in general. **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron is faster, more complete, and less expensive than larger companies. It's accessible online, so I can use it anywhere without needing a station for each user. It saves us money on upgrades and offers flexible user access. **Official Response from Carepatron Team:** > Thanks so much for taking the time to share your experience! We're really glad to hear you're finding Carepatron accessible, cost-effective, and that it's working well for your team across different locations. It's great to know our customer support has been helpful when you’ve needed it. We appreciate your feedback on account merging and client setup. We're continuing to make improvements in these areas to simplify the onboarding process for everyone. If you run into any challenges or need further help, feel free to reach out via the website or your User Dashboard. Our Support Team is always happy to assist. ### 21. Affordable and User-Friendly EHR with Great Free Options **Rating:** 4.5/5.0 stars **Reviewed by:** Kaelee S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I appreciate that Carepatron is affordable and even offers a free version. It's impressive to have an EHR that is so user-friendly while still being available at no cost or at a low price for premium features. **What do you dislike about Carepatron?** I found the templates for forms to be quite confusing. It took me a long time to understand how to edit them to suit my needs and then save my changes. **What problems is Carepatron solving and how is that benefiting you?** Carepatron addresses the challenge of finding an affordable EHR that also enables you to submit insurance claims. Many other EHR options are prohibitively expensive, especially for someone just starting out, yet having a reliable EHR with all the necessary features is essential. Carepatron manages to meet these requirements effectively. **Official Response from Carepatron Team:** > Hi Kaelee! Thank you so much for your feedback. We're glad Carepatron is beneficial to your practice. Should you have specific improvements to suggest regarding our templates to make them easier to use, please feel free to reach out so we can address them further. In the meantime, we hope our guide on template customization helps: https://help.carepatron.com/en/articles/9868145-getting-started-with-templates ### 22. Comprehensive EHR with User-Friendly Features **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren L. | Licensed Professional Counselor **Reviewed Date:** December 16, 2025 **What do you like best about Carepatron?** I use Carepatron for EHR in my private practice as a Licensed Professional Counselor. I really appreciate how it keeps everything in one place with automatic billing and appointment reminders. It's user-friendly and makes the initial setup quite easy. I also like the low prices because costs are a priority for me. The appointment reminders are great because they keep my schedule full by taking that responsibility off my plate. The synced calendars are a big plus, helping me out professionally and personally. **What do you dislike about Carepatron?** I don't like that text reminders for clients aren't available because my clients prefer communicating via text rather than email. Also, adding a parent to a minor's account is a bit cumbersome since parents have to be added as a contact instead of being given access to the client portal directly. **What problems is Carepatron solving and how is that benefiting you?** Carepatron keeps everything in one place with automatic billing and syncs calendars, easing my schedule management. The appointment reminders fill my schedule, and the low prices fit my budget. It's user-friendly for my practice. **Official Response from Carepatron Team:** > Hi Lauren! Thank you for your feedback and continued support. We're glad you find Carepatron beneficial to your practice. Regarding the text reminders, there is an option to set up SMS reminders via our platform. Kindly check here: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders Hope this helps! ### 23. Intuitive and Supportive, But Financials Need Refinement **Rating:** 4.0/5.0 stars **Reviewed by:** Lindsey A. **Reviewed Date:** December 16, 2025 **What do you like best about Carepatron?** I like that I can ask for help very easily if I run into an issue. It's very intuitive to use for the most part. Anytime I haven't been able to find the place I'm looking to change something, I have been able to use the chat feature to get very quick responses. For intuitiveness, it's very easy to make and cancel appointments and to create new client profiles. **What do you dislike about Carepatron?** I think the financial aspect could be more detailed. There are alerts telling me that I have un-invoiced amounts, but the amounts don't come from anywhere that I recognize. I wish there was a better way to keep track of billing. I find the layout a bit confusing, and there isn't an easy way to get a compensation report. As a self-employed person, these things are really helpful for reporting earnings and making sure my tax rates are being reported correctly. It was also hard to change my email when my business email came into being. **What problems is Carepatron solving and how is that benefiting you?** Carepatron solves client management issues, sends appointment reminders, and helps keep my practice organized. It's intuitive for making appointments and managing profiles. **Official Response from Carepatron Team:** > Hi Lindsey! Thank you for your feedback. We're glad you find Carepatron helpful in your practice. We hear your concerns about financials, and our team is looking into it. We're always looking for ways on how to better improve our platform and we hope for your continued support as we roll out improvements and new features in 2026. ### 24. Cost-Effective EHR with Some Usability Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Elizabeth K. **Reviewed Date:** December 12, 2025 **What do you like best about Carepatron?** I appreciate Carepatron's affordable cost, which makes it feasible for me to maintain a private practice on the side. Carepatron is much more cost-effective for me, especially with my small caseload, and provides a secure EHR system. I also like that I can send email communications straight from Carepatron, eliminating the need to copy and paste communication into notes. **What do you dislike about Carepatron?** Billing has to be completed by me - in my previous EHR, there was auto pay and invoices were sent without any thought on my end. This has been a difficult adjustment for me. Additionally, billing for each client in Carepatron isn't organized well. Carepatron isn't very intuitive for a new user. I do appreciate that there was a video consult to help me get some things set up - I also used YouTube tutorials to help with some snags. Overall, more difficult to set up than SimplePractice. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is cost-effective for my small case load, providing a secure EHR system. It allows me to run a private practice affordably, and I appreciate sending email communications directly through Carepatron. **Official Response from Carepatron Team:** > Hi Elizabeth! Thank you so much for sharing your feedback. We're glad Carepatron helps your practice! Regarding your concern, we have an Automated Billing feature that might be helpful to you: https://www.carepatron.com/feature/medical-billing-software/ If this isn't aligned with the issues you've experienced, we'd be happy to help and collaborate further to address it. ### 25. Time-Saving, Customizable Solution for Growing Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth S. | Owner, SLP **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I like that I can edit the templates, add different things to my calendar, the ease of adding more members to my team, and the cost. As a growing private practice, it is easy to save time. Because we provide home health and travel around to clients, it is helpful. Because we can serve more clients in our community. The initial setup was easy, and I was able to upload my other documents. **What do you dislike about Carepatron?** I don't know when a note is complete, and there's no option to color code them. The time of the session can't be pulled from the calendar into a note. I find the digital signature difficult to use. I also have issues with the chat; sometimes I have to refresh it, and it won’t send messages to my team. **What problems is Carepatron solving and how is that benefiting you?** Carepatron saves me time by allowing me to edit templates and manage my calendar easily. It's cost-effective and convenient for my expanding private practice, especially while providing home health services, enabling us to serve more clients in our community. **Official Response from Carepatron Team:** > Hi Elizabeth! Thanks for your feedback. We're glad to hear how Carepatron is helping your practice. Your feedback on notes and messaging has been shared with the team. We're constantly looking for ways to level up our platform, so we hope you watch out once refinements and new features are rolled out for an improved experience. ### 26. Transformative for Therapy Practices, Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica S. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I love the setup and how easy it is to navigate Carepatron. It connects with my calendars and allows me to add my team members easily. I like the community area where I can look up resources, documentation, forms, and the AI portion. The pricing is appealing as well. Carepatron has really great support and customer service, making it easy to reach out for guidance. I love the portal and the telehealth portion with the video feature included. It helps with clinical documentation and communicating with my clients. **What do you dislike about Carepatron?** I feel that the video telehealth feature needs to have other filters for the background versus just blurred. I feel that needs to be updated to where it's similar to how Zoom shows up in the professional setting. I also feel that another portion of it too is that virtual assistants or admin assistance should be free to use, versus adding them on and having them to have to pay a portion of it as a team member as they are only managing the calendars and scheduling.. Therapy appointments (a similar platform) has it free for admin assistants. Also, I feel that interns should be able to have a free amount of sessions using the platform under a new team-member. such as not exceeding 10 sessions a month for free, or be able to access it free or 1/2 off for 2 years as a team member using their university email address to sign up. That would help students/interns/future therapist to get familiar with it, and allow it to be their first choice as a licensed clinician. I also would like for it to send sms to clients to remind them of their appointments and to confirm or cancel 24 hours in advanced. **What problems is Carepatron solving and how is that benefiting you?** Carepatron organizes my therapy practice by having all clients in one area, helps with clinical documentation, and communication with clients. I love the portal and telehealth features, including video. It's easy to navigate, connects with calendars, and allows adding team members. **Official Response from Carepatron Team:** > Hi Veronica! Thank you for sharing your feedback. Regarding your concerns, let me guide you through some resources to resolve them. Carepatron has an option to change backgrounds for calls: https://help.carepatron.com/en/articles/8627859-change-video-background We also have an option to send SMS reminders: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders For the other concerns you've raised, we've definitely taken note for consideration. Overall, we're glad Carepatron has been helpful to your practice and we hope for your continued support. Should you need more assistance from our team, feel free to reach out to our Support Team via Carepatron's website or your Dashboard, and we'd be happy to help. ### 27. A Game Changer for Independent Practitioners **Rating:** 5.0/5.0 stars **Reviewed by:** Linda R. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** Carepatron has been a game changer with its additional tool of AI transcribing and support. As an independent practicing LPC, it makes me feel like I have 24-hour office support. I love the ease of use for me and my clients, and all services are easily accessed, with fast and seamlessly delivered billing. The AI transcribing tool and AI support are features I value the most. Of the platforms I've used, including Microsoft Teams and BetterHelp, Carepatron is much more user-friendly, provides greater clarity in audio and visual during meetings, and the transcripts it provides are spot on. I have complete confidence in my ability to meet my clients' needs within this system. **What do you dislike about Carepatron?** A bit confusing only because I am 69 years old and do not speak TECH! **What problems is Carepatron solving and how is that benefiting you?** Carepatron has been a game changer for my practice with AI transcribing and support, giving me 24-hour office support. It's easy for me and my clients, with seamless billing. I trust it to meet my clients' needs. **Official Response from Carepatron Team:** > Hi Linda! Thank yu fo much for your feedback. We're so happy to hear how Carepatron's been helping you out! Should you need any assistance regarding the platform, our Support Team is always just a chat away. Feel free to message us whenever needed and we'd be happy to assist. ### 28. Easy to use EHR, Very affordable, and similar to expensive EHRs **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin H. | Owner and Adult/Gerontology Primary Care Nurse Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about Carepatron?** Carepatron works very similar to very expensive software I have used in my career of over 30 years in health care. Starting a new primary care company I wanted something affordable and Carepatron is! The software is intuitive and I can tailor to my particular needs. **What do you dislike about Carepatron?** While all diagnoses ICD 10 codes are availabe, I would like the CPT codes to be there for ordering tests. Also, a video on billing that explains the whole process. Finally, in a wish list I would want Carepatron to be able to send prescriptions to the pharmacy and/or orders to imaging or lab centers or hospitals. **What problems is Carepatron solving and how is that benefiting you?** Documentation that is easy to use and electronic affording sending to insurance companies and others. It is a brilliant system. I worked for sometime at a large 1000+ bed hospital in charge of the EHR and this Carepatron operates similar to the best of the best system! **Official Response from Carepatron Team:** > Thanks for your feedback and for choosing Carepatron to support your new practice. We're glad to hear the platform feels familiar, flexible, and affordable based on your experience in healthcare. We appreciate your suggestions around CPT codes, billing, and prescription or order integrations. Just so you know, we do have a full billing-focused webinar available that walks through the process: https://www.youtube.com/watch?v=2LOv7sIlM-I If you ever have more ideas or need help, feel free to reach out to the Support Team via the website or your User Dashboard. We're always here to assist. ### 29. The Price Got Me Interested... The Features Made Me Stay **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan P. | Speech therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2025 **What do you like best about Carepatron?** I came to the platform after my current EHR fees kept increasing month to month. I just opened my practice in January and have been growing at a consistent rate. With growth comes more therapists, more claim submissions, etc. This has made prices go through the roof. Carepatron has economical pricing and it doesn't stop there. The features that are a part of this site continue to grow and are some of the most innovative in the market. Their Customer support seems to be on par too. I hopped on a quick 15 minute phone call with Marko to have him answer my questions. Great conversation and he was very knowledgable! **What do you dislike about Carepatron?** The AI could use some work. I am switching from another AI based company that integrates with EHRs and Carepatron's AI seems to have a more surface level knowledge of what I do as a SLP instead of the other AI software that tailored its output to be very SLP oriented in how it produced language. **What problems is Carepatron solving and how is that benefiting you?** It is solving the pricing issue. I am struggling to pay the current EHR rates that are out there. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has been a cost-effective choice for your growing practice and that the features continue to meet your needs. It’s great to know the support team was able to answer your questions and provide a smooth experience. Appreciate your feedback on the AI. We're actively working on improving its specialty-specific capabilities, including for speech-language pathologists. Your input helps guide those improvements. If you have more suggestions or need any help, feel free to reach out to the Support Team through the website or your User Dashboard. We're here to support you. ### 30. Helps Us Securely Manage Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Todd H. | Associate Pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Carepatron?** I think the most helpful thing is that we have a system that is secure where we can see the people we are working with from wherever we are. **What do you dislike about Carepatron?** My only complaint is that there is still no way to notify my team automatically when a client is assigned to them. **What problems is Carepatron solving and how is that benefiting you?** We needed a secure way to manage our clients and Carepatron helps with that. **Official Response from Carepatron Team:** > Thank you for your feedback about the need for automatic notifications when clients are assigned. We'll definitely consider this for future improvements. ### 31. Efficient Tool with Broad Template Access **Rating:** 3.0/5.0 stars **Reviewed by:** Aleena B. **Reviewed Date:** December 04, 2025 **What do you like best about Carepatron?** I really like that Carepatron makes all the forms accessible in one place, saving me time and helping with organization. I appreciate all the different forms and templates available, which I can easily search for and retrieve. This feature allows me to spend more time with my clients. I also see potential in using the calendar and other features in the future. Additionally, the initial setup was very easy. **What do you dislike about Carepatron?** Some psychoeducation could be included on each therapy model, and an option for questions and concerns where other clinicians can comment on it. Also, the fact that I don't know if these templates are made by reliable personnel is scary, so more security on who uploads what. **What problems is Carepatron solving and how is that benefiting you?** Carepatron makes all forms accessible in one site, saving me time and helping with organization. It allows me to spend more time with clients by offering easily searchable templates and a calendar. **Official Response from Carepatron Team:** > Thanks so much for the feedback. Great to hear the templates and easy access are saving you time and helping you stay organized! We highly appreciate your suggestions around psychoeducation and template transparency. You’re absolutely right! While we assure that our team has the right experience and does thorough research to make such resources as factual and accurate as we can, we also understand that clarity and transparency on who created what matters. We're working on adding more clarity there and love the idea of clinician comments. Thanks again for being part of the Carepatron community. ### 32. Easy for Me and My Clients, with Responsive Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Cassie T. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** It’s easy to use for both me and my clients. Customer service is quick to respond, and it includes everything I need as a private practice owner. **What do you dislike about Carepatron?** The video quality can be glitchy at times, and there’s only one integrated transaction processor—Stripe—when I’d rather have the option to use something like Ivy Pay with lower fees. **What problems is Carepatron solving and how is that benefiting you?** They keep continuing to upgrade and maintain low costs. **Official Response from Carepatron Team:** > Hey Cassie, we're so happy to hear from you. We are glad to hear that Carepatron has been easy to use for both you and your clients and that our support team has been responsive when you needed help. We understand your concerns around occasional video quality issues and the availability of additional payment processors and we're working hard to improve telehealth performance and potentially explore new payment options. For additional feedback or suggestions, please reach out again anytime! ### 33. User-Friendly EHR with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea A. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Carepatron?** I love how Carepatron is simple and straightforward, as it makes my work in private practice EHR much easier. The platform is incredibly user-friendly, offering an intuitive experience that simplifies managing client notes, documents, and billing. I find great value in its customer service, which has been consistently excellent and easily accessible, making any issues quick to resolve. One of my favorite features is the ability to view multiple screens at once and seamlessly toggle between tasks, enhancing my efficiency and workflow. The AI-scribe functionality is also a standout, as it significantly saves time and adds convenience by assisting with documentation needs. Setup was incredibly easy, and overall, the software has proven to be a reliable and efficient tool. Carepatron truly stands out for its capabilities in addressing my professional needs efficiently. **What do you dislike about Carepatron?** The billing section could be a little more streamlined so it's easier to view separate team members and their billing hours. **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron easy for managing client notes, documents, and billing. Its user-friendly interface and AI-scribe feature save time, improving task management with multiple screens. The customer service is accessible, enhancing my private practice efficiency. **Official Response from Carepatron Team:** > Hi Chelsea! Thank you so much for your feedback. We're glad to hear what you have to say about Carepatron and how it helps your practice. We've taken note of your comment on billing, and we hope for your continued support as we enhance this feature and the overall platform in the future. ### 34. Versatile but sometimes limited by Storage and Features **Rating:** 4.0/5.0 stars **Reviewed by:** Monica J. **Reviewed Date:** January 13, 2026 **What do you like best about Carepatron?** I like Carepatron's reactive interface and simple layout because I'm not tech-savvy, so it's important that it is easy to use, whether at home or on the go. The mobile app and desktop app are great advantages as they make it easy to manage everything in one app instead of having different platforms to handle my business. The support team is excellent, offering great quality and reactivity. **What do you dislike about Carepatron?** I don't like the limited storage, as it doesn't provide an overview of what's taking up space. I also find the functionalities in the videocall feature to be lacking. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to manage my client base, scheduling, and soon send forms and invoices. It consolidates my business tasks into one app, eliminating the need for multiple platforms. **Official Response from Carepatron Team:** > Thanks so much for sharing your experience. We’re glad how Carepatron is being helpful to your practice, especially with keeping things simple and easy to manage across both desktop and mobile. It’s great to hear the interface and layout work well for you and that our Support Team has been responsive and reliable. We appreciate your feedback around storage visibility and video call functionality. We’re always looking for ways to improve the platform, and input like this helps guide how we continue to enhance the overall experience as we go along. If you need anything else or would like help exploring your setup, feel free to reach out to the Support Team via the website or your User Dashboard and we’d be happy to assist. ### 35. Effortless to Use, but Login Issues Persist **Rating:** 4.0/5.0 stars **Reviewed by:** Femke o. **Reviewed Date:** November 19, 2025 **What do you like best about Carepatron?** I really value Carepatron for its ease of use, which greatly benefits my coaching business by simplifying the management of essential tasks such as scheduling, billing, meetings with clients and colleagues, handling contracts, forms, and client records. The platform offers an intuitive experience that makes task management seamless. Additionally, I find the help desk to be extremely helpful, providing effective support when needed. I particularly appreciate the scheduling and client meeting features, as well as the contracts and reminders tools. The initial setup was very easy, a stark contrast to some of the complexities encountered with other platforms like Zoom and Calendly, which we previously used. Overall, Carepatron has significantly streamlined operations in my coaching business. **What do you dislike about Carepatron?** I have been experiencing logging in issues with Carepatron. Specifically, passwords are not recognized, which causes significant inconvenience. Additionally, emails regarding these issues tend to arrive much later than needed, which delays resolving the login problems effectively. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for scheduling, billing, and managing client meetings, contracts, and records effortlessly. Its ease of use and great help desk support my coaching business effectively. **Official Response from Carepatron Team:** > Thanks so much for the thoughtful review. It’s great to hear Carepatron has helped simplify your coaching workflow and that tools like scheduling, reminders, and client records are making things easier for your team. We're really proud to be part of that. Regarding the login issues, thank you for your patience while we sorted that out. We’ve resolved the password recognition and email delay problems, so things should be running much more smoothly now. If you ever run into anything else, our support team is always here to help. Appreciate you being part of the Carepatron community. ### 36. Effortlessly Organized and User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Idman W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Carepatron?** I use Carepatron for a class and find it really organized and structured, making it easy to use. I like how everything is organized, including clients, templates, and documents. Everything is there and easy to use, such as clients, contacts, and the inbox. The initial setup was honestly really easy, and I haven't experienced any problems, having a cool smooth experience with Carepatron. **What do you dislike about Carepatron?** Nothing **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron really organized and structured, making it easy to use. Everything is organized, from clients to templates and documents, which is great for keeping my work in order. It's smooth and hassle-free. **Official Response from Carepatron Team:** > Thanks for sharing your feedback. We’re glad to hear that Carepatron has been easy to set up and that the structure of clients, templates, documents, and the inbox is helping keep everything organized for your work. It’s great to know your experience has been smooth so far. If you ever need help exploring more features or setting up new workflows as you continue using the platform, the Carepatron customer team will gladly assist. Thanks again for taking the time to share your experience. ### 37. Effortless EHR with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I use Carepatron for my EHR and I like that it streamlines scheduling, keeps notes organized and properly stored, and allows me to communicate securely with clients. It's user-friendly and simple, and the support has been quick and effective whenever I've encountered minor bugs. Carepatron is the easiest EHR platform I've used to date, and the initial setup was very easy! **What do you dislike about Carepatron?** Sometimes duplicate clients are created or family members/relationships are not recognized as separate from the client, making documenting family sessions without the patient present difficult. **What problems is Carepatron solving and how is that benefiting you?** Carepatron streamlines scheduling, keeps notes organized, and allows secure communication with clients. **Official Response from Carepatron Team:** > Hi Jordan, thanks for your review. We are glad to hear that Carepatron has helped you streamline your workflow. We appreciate you pointing out the issue with duplicate client records and documenting family sessions. We'll definitely look into this and hope to improve this in the future. For now, our team would be happy to help review your setup and suggest the best way to structure those records. Please reach out anytime! ### 38. Secure, User-Friendly EHR with Aesthetic Appeal **Rating:** 4.5/5.0 stars **Reviewed by:** Ama R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I use Carepatron to continue my private practice in a secure EHR system, and I like that it allows me to be HIPAA Compliant. I appreciate the one-stop portal option, and I find the price to be good. The graphics on the site are visually appealing, which I enjoy. The initial setup was fast and easy, which is a huge plus for me. **What do you dislike about Carepatron?** I think there should be more access to webinars to increase usability for credentialing and insurance panels. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to continue my private practice in a secure EHR system, ensuring HIPAA compliance. **Official Response from Carepatron Team:** > Hey Ama, thanks for sharing your feedback! We also appreciate your suggestion around offering more webinars, especially for topics like credentialing and insurance panels. Feedback like this is valuable and will be shared with our team as we continue expanding our educational resources. We are glad Carepatron is supporting your practice with a simple, secure platform and a unified client portal. If you ever need help getting the most out of the platform or finding learning resources, our customer team will gladly assist. Please reach out anytime! ### 39. Great healthcare software that saves me hours every week **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit L. | Company CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Carepatron?** I love how Carepatron puts everything I need in one place. Before this, I was jumping between different apps for scheduling, patient notes, billing, and communication - now it's all right here. The AI features really help speed things up, especially with documentation and routine tasks. **What do you dislike about Carepatron?** It definitely took me a few weeks to get comfortable with all the features when I first started using it. **What problems is Carepatron solving and how is that benefiting you?** Before Carepatron, I was drowning in paperwork and constantly switching between different apps. I'd spend hours writing patient notes, trying to keep track of appointments, and playing phone tag with patients about scheduling. Now everything's in one place. The AI helps me write my notes faster, patients can book their own appointments, and I don't lose track of conversations anymore. I'm saving about 8 hours a week - time I can actually spend with patients instead of doing admin work. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has helped bring everything into one place and is saving you time each week. If you ever need help or have questions, feel free to reach out through the website or your User Dashboard. We're always here for you. ### 40. Centralized Client Management, Easy Yet Flawed Video Features **Rating:** 3.5/5.0 stars **Reviewed by:** Andrea A. **Reviewed Date:** December 16, 2025 **What do you like best about Carepatron?** I like that Carepatron is simple and easy to use, making it convenient for me to manage bookings. I also appreciate having one central platform to charge and book my clients. The compliance with the video platform and the AI option are features I find beneficial. Additionally, the initial setup was very easy. **What do you dislike about Carepatron?** The video system in Carepatron is a bit problematic for me. I use another software with other clinics, and my clients never have issues with that. Unfortunately, with Carepatron, they do. It would also be nice to have the option to let the client into the session, as they are often already there looking at me when I enter if they are earlier. **What problems is Carepatron solving and how is that benefiting you?** Carepatron provides a central platform to charge and book my clients, simplifying the process. **Official Response from Carepatron Team:** > Hi Andrea! Thank you so much for your feedback. We're constantly working hard to improve our platform, including our video features. If you can elaborate on which issues you encounter, we'd be happy to address them. Regarding the waiting room function, we've definitely taken note. ### 41. Versatile and Accessible, Key to My Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Amber B. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I like Carepatron because it has an app, so I can access it from all of my devices, whether I'm on the go with my iPad or checking it on my phone. I also enjoy that I can create my own templates for notes, which allows me to add and modify things whenever I want. The fact that everything is stored in one place is a big plus for me. The initial setup was super easy, which is always nice. **What do you dislike about Carepatron?** The signing can be improved. I wish my signature was in the system and I could just click a button. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to write notes, evaluations, schedule sessions, and remind parents. It centralizes everything in one place, is accessible across devices, and the app lets me create and modify templates easily. **Official Response from Carepatron Team:** > Hi Amber! Thank you so much for your feedback. We're happy to hear how Carepatron is helping improve your practice. Regarding signatures, we're already looking into it! Hope you can watch out for this update really soon. ### 42. Automates Practice Management Tasks with Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Carepatron?** Automates many of the practice management tasks, such as notifications, receipts, etc. It was easy to set up and integrate with my Google calendar. I like it that it's two way and updates in real time. It is easy to use. Customer support via chat was helpful. I use it nearly every day. **What do you dislike about Carepatron?** Some of the features are still underdeveloped and I need to do them manually **What problems is Carepatron solving and how is that benefiting you?** It's helping me solve scheduling tasks, keeping an online calendar for my clients, note-taking, sending intake forms out with one click and billing. **Official Response from Carepatron Team:** > Hi there, we're glad Carepatron is helping streamline your practice. We hear your comment on some features still requiring manual work. That kind of feedback is incredibly helpful and is something our product team continuously works on as we improve and expand the platform. If there are specific workflows you would like to see further automated, our team would love to hear more. Please feel free to reach out anytime and the Carepatron customer team will gladly assist however we can. ### 43. Simple, reliable, and affordable scheduling software **Rating:** 5.0/5.0 stars **Reviewed by:** Simranjeet S. | Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** Carepatron is incredibly easy to use, with a clean interface that makes scheduling and managing appointments straightforward. The uptime has been excellent, so I’ve never had to worry about the system being down during busy days. Their customer support is responsive and helpful, and the pricing is very reasonable compared to other tools. Overall, it’s a dependable solution for medical professionals. **What do you dislike about Carepatron?** The platform could benefit from more customization options to better tailor it to specific practice needs. I’d also like to see improved text message reminders with more flexibility in how and when they’re sent. These are minor issues, but adding them would make the software even stronger. **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps streamline scheduling, client management, and documentation all in one place, which saves me a lot of time and reduces admin stress. Instead of juggling multiple tools, I can rely on one platform to keep everything organized. This means I spend less time on logistics and more time focusing on clients, which has improved both efficiency and client satisfaction. **Official Response from Carepatron Team:** > Thanks for the thoughtful feedback. We're really glad to hear that Carepatron has been a dependable and easy-to-use solution for your practice, and that you've found the support team and pricing to be solid. We appreciate your suggestions around customization and SMS reminders. These are great insights, and we’re always working to expand and refine features to better support practitioners. Keep an eye out as we continue to make improvements based on feedback just like this. ### 44. Love Carepatron! **Rating:** 5.0/5.0 stars **Reviewed by:** Irina B. | Owner at Postpartumcore.com, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Carepatron?** They let you trial before committing. I like all the integrations. Super easy to use. **What do you dislike about Carepatron?** Alllow text reminder 5 min before calls. **What problems is Carepatron solving and how is that benefiting you?** Database for all my clients **Official Response from Carepatron Team:** > Thank you for your feedback! We appreciate your positive comments about our Free option and customizable templates. We're constantly working to improve our system and make it as user-friendly as possible. ### 45. Effortless Virtual Psychology with Carepatron **Rating:** 5.0/5.0 stars **Reviewed by:** SF . | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I use Carepatron for virtual psychology, and I appreciate its video and conferencing features. They facilitate my practice effectively while maintaining client privacy, allowing sessions to be attended from home. I also like how easy Carepatron is to use, especially the calendar feature, and the setup was simple. Plus, I find the overall experience to be very user-friendly. **What do you dislike about Carepatron?** nothing **What problems is Carepatron solving and how is that benefiting you?** Carepatron facilitates my virtual psychology practice through its video conferencing feature, ensuring privacy and allowing clients to attend from home. It's easy to use with features like a calendar. **Official Response from Carepatron Team:** > Hi SF, we are really glad to hear Carepatron is supporting your virtual psychology sessions and making it easy to manage your calendar and appointments while maintaining client privacy. If you ever need help getting even more out of the platform or have ideas for features that would further support your practice, our Carepatron customer team is always happy to assist. Thanks again for being part of the Carepatron community. ### 46. carepatron is a beautiful product with an incredible proposal, but it lacks accessibility. **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan F. | Designer de produtos, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Carepatron?** What I like most about carepatron is its simplicity! It's not a system that needs a bootcamp for my employees to learn. It's simple (too much) **What do you dislike about Carepatron?** Because it is simple, it is too simple! It passes the point where the interface is just made up of texts and more texts to select and choose. You feel this limitation even more on a platform where there is no order customization, etc. example: in the team members tab, I would like after the name to show the person's position in the company, but it is the number and it is not something that can be changed, you just accept it and feel that it is a simple system (and one more once again: too simple) **What problems is Carepatron solving and how is that benefiting you?** I use carepatron to have a clear view of my clients, the history of notes I created from them and the company's financial expenses **Official Response from Carepatron Team:** > Thanks for the honest review. Really glad to hear you value the simplicity. That said, we hear you, and we're taking this feedback to improve our platform better. ### 47. Effortless Booking, Perfect for Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Julie A. **Reviewed Date:** October 26, 2025 **What do you like best about Carepatron?** CarePatron has significantly streamlined my massage therapy business operations by solving the problem of booking appointments efficiently. I am particularly impressed with the platform's intuitive design and the ease of setting it up, which was neither difficult nor time-consuming. One of the standout features for me, and most beneficial for my clients, is the ability to book appointments without the need for creating a username or password, which simplifies the process on their end. This functionality has greatly benefited my business, making it easier for clients to schedule appointments seamlessly. Additionally, I find the layout of the dashboard to be incredibly pleasing, and the ability to embed a booking button directly onto my website has enhanced customer engagement and convenience. Overall, CarePatron provides a user-friendly experience with features that truly meet the needs of my business and clients. **What do you dislike about Carepatron?** I would maybe change the ability to customize the look of the dashboard. **What problems is Carepatron solving and how is that benefiting you?** I find CarePatron solves the hassle of client booking by allowing them to schedule without usernames or passwords, benefiting my business by simplifying appointments. **Official Response from Carepatron Team:** > Really appreciate you taking the time to share this. It's great to hear how Carepatron has simplified your booking process and made things more convenient for your clients. We’re especially glad the setup felt easy and that the embedded booking feature is adding value to your website. Noted on the dashboard customization suggestion. We’re always listening and continuing to evolve the platform to better meet your needs. If you ever have questions or need support, feel free to get in touch through the website or your User Dashboard. We’re here to help however we can. ### 48. Quick Setup, HIPAA Compliant, Seamless Charting **Rating:** 5.0/5.0 stars **Reviewed by:** A Better U I. **Reviewed Date:** October 22, 2025 **What do you like best about Carepatron?** I appreciate that setting up Carepatron was easy and user-friendly, with helpful guidance available for actions like putting a new patient into the system and creating an appointment time. The software provides HIPAA compliance, which is essential for my business, and it offers seamless, quick, and easy input of patient information. I enjoy the cost-effectiveness, as the pricing aligns well with my business needs. Additionally, quick access to patient charts is a standout feature, streamlining my operations significantly. The capability to make appointments and send emails directly through Carepatron enhances my workflow efficiency. Overall, I am inclined to continue using Carepatron due to the combination of these valuable features, its compliance, and the impact on my daily activities. **What do you dislike about Carepatron?** I love everything about Carepatron! **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron ensures HIPAA compliance, facilitates quick patient chart access and input, and offers easy appointment scheduling and email capabilities, enhancing my workflow and fulfilling my business needs efficiently. **Official Response from Carepatron Team:** > Thanks for the thoughtful review. We're really pleased to hear Carepatron is supporting your business with the features that matter most, from HIPAA compliance and quick chart access to easy appointment booking and communication tools. It’s great to know the setup felt smooth and that the platform is aligning well with your workflow and budget. If you ever need anything or have questions down the line, feel free to reach out through the website or your User Dashboard. Our Support Team is always happy to help. ### 49. Comprehensive EHR with Easy Setup and Great Template Variety **Rating:** 5.0/5.0 stars **Reviewed by:** Tess W. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Carepatron?** I appreciate how Carepatron offers a vast number of templates—literally 8,000—which is incredibly robust compared to my previous software, Charm Health. This extensive library allows me to handle various tasks such as coaching, personal training, and urgent care without having to create templates from scratch, which is beneficial for me as a solopreneur without a staff. I love the white label and the way the forms are organized, as well as the ability to categorize services and share links efficiently. The setup was straightforward, thanks to the helpful instructional videos that made it easy to follow along, and I managed to set everything up on the first try. The software’s modern, state-of-the-art design is paired with affordability, making it a great value. Moreover, I find Carepatron to be very personable, with a dedicated team, and the company listens to user input, willing to implement recommendations. This adaptability and the organic growth driven by the founders' personal energy are qualities I value. Lastly, the company’s price and its responsiveness to feedback are major factors in my decision to potentially purchase and recommend Carepatron again. **What do you dislike about Carepatron?** Carepatron currently lacks a service similar to 'Care Everywhere', available on other platforms like Kaiser and Doctor Chrono. This feature is crucial for cases where my patients visit multiple emergency rooms, have been hospitalized, have images from various locations and labs, and need to provide this information so I can perform a comprehensive/real-time overview of their history based on all their prior care. With Carepatron, the patient will have to retrieve and upload this information, which can lead to delay, incomplete documentation, or the patient just going to another doctor who can gather their information from outside entities. I'm worried about not having this service by using CarePatron, but I'm hoping they adapt this to their software, as it's crucial in a world where people come from all over and their health information is scattered. **What problems is Carepatron solving and how is that benefiting you?** Carepatron solves my template issue. I have various services within my practice from consulting, coaching, personal trainer/fitness, urgent care, aesthetics, chronice disease management, hormone replacement therapy, etc and Carepatron literally has a template for all! No other software can come close to their template library! I'm very impressed! **Official Response from Carepatron Team:** > Thanks so much for this incredible review. We’re really glad to hear how Carepatron is helping streamline your practice across so many services. We hear your feedback on wanting a feature similar to Care Everywhere. Patient data sharing and having a more integrated view of client history are something we know is important, and it’s a direction we’re actively exploring. Our goal is to support comprehensive care while keeping things simple and secure for both you and your clients. If you ever need anything or want to share more ideas, feel free to reach out through the website or your User Dashboard. Our Support Team is always happy to help. ### 50. Great Support but Needs Better AI Features **Rating:** 4.0/5.0 stars **Reviewed by:** Catherine E. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Carepatron?** I appreciate the exceptional level of support provided by Carepatron, especially from Jamie and Trish, who are incredibly patient and helpful, greatly enhancing my experience. I also value the strong integration with Zoom, facilitating seamless scheduling with a direct link in appointments. The privacy compliance is a major advantage, essential for my work as a social worker, ensuring confidentiality and security. The ease of use in scheduling and billing makes management straightforward. Moreover, AVA AI's availability for system inquiries 24/7 is highly appreciated, and I find creating and using my own templates for notes to be highly beneficial. **What do you dislike about Carepatron?** I found several challenges and areas for improvement that I encountered with Carepatron based on my experience: 1. **Note-Taking AI**: I don't like the note-taking AI feature of Carepatron as it hasn't worked out well for me. The dictation capability doesn't perform as efficiently as other platforms like ChatGPT which I cant use for notes anyway due to privacy compliance. Additionally, the AI only utilizes Carepatron's templates for dictation, which do not align with my needs, limiting its usefulness for customizing my documentation process. I cannot use it at all atm. 2. **Telehealth Feature**: I find the telehealth quality to be subpar. While it is a notable feature, the inability to share screens and other limitations force me to rely on external platforms like Zoom for better video conferencing services. 3. **Client Portal Issues**: My clients often struggle to access documents shared via Carepatron's client portal, necessitating direct emails to inform them of document availability. This aspect feels glitchy and cumbersome, impacting the smooth flow of interaction with my clients. Also when a client joins there is a patient health form that they can skip but its hard to explain that and my clients are not patients as they are not sick so I would love that to change too. It would be VERY helpful if I as practitioner could view what the client portal looks like as then I could help my clients navigate it. Or if there was short CP video that I could give them to show them how to access it. 4. **Integration Limitations**: I am somewhat dissatisfied with the lack of integration with Apple Calendar. While the integration with Google Calendar and Zoom works, having Apple Calendar integration would enhance the seamless scheduling of tasks. 5. **Email Change Hassles**: Changing my email address on Carepatron proved difficult. The process was cumbersome as my domain address through Gmail wasn't initially accepted, requiring me to make alterations in Google Workspace. This resulted in a time-consuming effort to transfer everything to the new account, highlighting an area for improvement in user-friendliness. Thankyou Trish for your amazing patience and generous offer of time to help me. These aspects hinder the full potential that Carepatron could offer me, indicating the need for refinements in these areas to better align with my professional requirements. **What problems is Carepatron solving and how is that benefiting you?** I find the product ensures privacy compliance, streamlines scheduling, and simplifies billing, which are essential for my counseling business. Although telehealth and AI note-taking need improvement, the all-in-one solution and strong support make it effective for my needs. **Official Response from Carepatron Team:** > Thanks so much for your thoughtful and detailed review. We're really pleased to hear Carepatron has been helpful in key areas like scheduling, Zoom integration, billing, privacy compliance, and template creation. It’s also great to know AVA AI and our support team have been able to assist when needed. Since our previous conversation, we’ve worked hard to improve several of the areas you raised. That said, we're still actively working to enhance the overall experience to make the platform even more intuitive for both you and your clients. Your feedback plays a big part in helping us improve, and we really appreciate your continued support as we keep building. If there's anything more we can do or if you'd like to share additional suggestions, feel free to reach out through the website or your User Dashboard. We're always here to help. - [View Carepatron pricing details and edition comparison](https://www.g2.com/products/carepatron/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+09%3A03%3A21+-0500&secure%5Bsession_id%5D=b21b0cf1-4876-4d39-8809-2616bd74e076&secure%5Btoken%5D=9a1762c72baa52d1f262c31f58cb925016674fab2a34a2cc4aa0fa826774a2a4&format=llm_user) ## Carepatron Integrations - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Heidi AI](https://www.g2.com/products/heidi-ai/reviews) - [IVY Pay](https://www.g2.com/products/ivy-pay/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [SugarCRM Google Calendar](https://www.g2.com/products/sugarcrm-sugarcrm-google-calendar/reviews) - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Carepatron Features **Operations** - Workflow Optimization - Clinical Documentation - EHR Integration - Clinical Documentation - Clinical Communication - Clinical Documentation - Transcription Automation - Clinical Documentation - Clinical Data Exchange - Clinical Documentation - Document Access - Clinical Documentation - Digitization - Clinical Documentation **Data Collection** - Patient Data Aggregation - Patient Case Management - Patient Data Management - Patient Case Management - Clinical Communication and Collaboration - Patient Case Management - Utilization Management - Patient Case Management **Clinical Workflow Management** - Multiple Medical Provider Access - Clinical Documentation **Patient-Centered Functions** - Online Presence Management - Patient Portal - Patient Communications **Operations Management** - Administrative Processes - Back Office Processes - Workflow Coordination - Practice Specialty Support **Technology** - Telecommunications - Low Bandwidth Support - EHR Integration **Administrative** - Workflow Management - Billing - Security and Authorization - Practice Management - Compliance - Insurance Management - Appointment Scheduler - Patient Portal - HIPAA Compliance **Administrative Tools** - Insurance and Billing - Appointment Scheduling - Business Intelligence and Reporting - Document Management - Workflows **Agentic AI - Medical Billing** - Natural Language Interaction **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management **Operations** - Workflow Management - Interoperability - Digital Intake Forms - EHR Integration **Added Efficiencies** - Integration with EHRs - Compliance - Integration with Billing Software - Patient Information Management **Administration** - Practice Branding - Practice Specific - Charting And Documentation **Financial Tools** - Accounting - Payment Processing **Generative AI** - AI Text Summarization **Compliance** - HIPAA Compliance - State Regulation Compliance **Clinical Tools** - Treatment Planning - Patient Portal - Patient Engagement - Dental Imaging - e-Prescribing **Generative AI** - AI Text Summarization **Agentic AI - EHR** - Autonomous Task Execution ## Top Carepatron Alternatives - [Practice Better](https://www.g2.com/products/practice-better/reviews) - 4.7/5.0 (296 reviews) - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (894 reviews) - [ModMed](https://www.g2.com/products/modmed/reviews) - 4.5/5.0 (329 reviews)