---
title: Carepatron Reviews
meta_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 596 reviews by the users' company size, role or industry
  to find out how Carepatron works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 596
  scale: '5'
date_modified: '2026-07-14'
parent_category:
  name: Health Care
  url: https://www.g2.com/categories/health-care
---

# 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:** 596
## 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 praise the **ease of use** of Carepatron, highlighting its intuitive interface and customizable templates. (139 reviews)
- Users commend Carepatron for its **affordable pricing** , enjoying a user-friendly interface that enhances efficiency in practice management. (68 reviews)
- Users appreciate the **24-hour office support** and seamless features of Carepatron that enhance their practice efficiency. (58 reviews)
- Users love the **customizable templates** in Carepatron, which greatly enhance their therapy and coaching practices. (53 reviews)
- Users love the **intuitive design** of CarePatron, finding it easy to set up and enhancing client booking experiences. (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)
- Users find the **setup ease** of Carepatron incredibly smooth, making it ideal for startups and new practices. (49 reviews)
- Users love the **efficiency** of Carepatron, making operations smoother while keeping everything organized effortlessly. (46 reviews)

**What users dislike:**

- Users find the **limited features** of Carepatron frustrating, particularly regarding payment processor limitations and customization options. (48 reviews)
- Users find the **missing features** in Carepatron detrimental, particularly the lack of integrations and payment processing options. (42 reviews)
- Users note the **limited customization** options in Carepatron, which restrict their ability to tailor the platform to their needs. (27 reviews)
- Users often face **billing issues** , finding it confusing to track invoiced amounts and manage their financial reporting. (26 reviews)
- Users feel the **limited templates** in Carepatron hinder ease of use and disrupt workflow efficiency. (25 reviews)
- Users experience significant **technical issues** with Carepatron, emphasizing challenges with AI functionality and integration difficulties. (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. Affordable Telehealth and Helpful Support, but Group Notes, Invoicing and Couples Billing Need Work

**Rating:** 3.0/5.0 stars

**Reviewed by:** Karen H. | Mental Health Therapist - LMFT, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2026

**What do you like best about Carepatron?**

The cost is affordable, and telehealth is included, for single or multiple people on a call. I also appreciate how helpful they have been, and how willing they have been to hop on a call with me to address issues.

**What do you dislike about Carepatron?**

Group notes aren't intuitive, and don't work as easily as on other platforms. There needs to be a way to put couples into a group, and use this group as the unit of treatment. Right now, I have to add each person individually each time, and I can't use a prior note. Instead, I have to start all over each time. This is a pain. 
Also on the notes, there is weird functionality with the Editor versus Responder roles. There should be a way that I can have a signature on file which is used on every document that I virtually sign. 
The billing for couples also doesn't work well - the system requires me to bill one person of the two, and then shows an unpaid amount for the second person (as though I should be billing each person in a couple the full amount). Also with billing, there is no easy way to show the entire amount collected in the prior month. I modified the dates on the billing page, but this wasn't carried over to the invoicing page, and on that page there was no way to request the information for the prior month. This information should be readily available.
I don't use AI with my clients, so I can't speak to that area.

**What problems is Carepatron solving and how is that benefiting you?**

It is helping me solve the problem of being unable to bring multiple people into a call, and it has saved me some money, but I'm not sure these things are worth it.

  ### 2. Beautiful, Functional Platform With Great AI Tools and Fabulous Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rashad G. | Instructor, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Carepatron?**

I like the functionality and the aesthetics of the platform. I like that you can share documents directly to clients' portals. I like the AI tools as well. They really make documentation and administrative work easier. I also like how you can upload documents to integrate them into the platform. The Performance sometimes falters. I have had trouble with the AI creating documents from the scribed sessions, but overall it does very well. Pricing is definitely a plus. One key element overall is the onboarding and continous support. The customer response time is fabulous.

**What do you dislike about Carepatron?**

There is only one thing that I dislike. I use Therapy Notes for a practice I work for while I build my practice and it is a great platform even though I like CarePatron better. The one thing that CarePatron is missing is how Therapy Notes provide assessments, and all of the other major components to counseling within their system and the system notifies you when a treatment plan is due, if any notes are due, or if any other administrative work is due.

**What problems is Carepatron solving and how is that benefiting you?**

They helped me solve the main issue I have been having and that is with the AI scribe functioning is malfunctioning.

**Official Response from Jamie Frew:**

> Hi Rashad, thank you so much for taking the time to share such a thoughtful review, it really means a lot to us.

Hearing that our response time has been a highlight is wonderful, and we'll be sure to pass that along to the team.

We also appreciate your honest feedback. You're absolutely right that built-in assessments and proactive due-date notifications for treatment plans, notes, and other admin tasks would make the platform even stronger. We're glad to hear our support team was able to help resolve the AI Scribe issue, and we'll keep working to make that experience even more reliable.

Thank you again for choosing Carepatron and for sharing your perspective as you build your practice. We're excited to keep growing alongside you.

  ### 3. Carepatron Needs Better Admin Pricing, Insurance Billing, and Broader Integrations

**Rating:** 2.5/5.0 stars

**Reviewed by:** Cameron E. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Carepatron?**

If you ask me what I like best about Carepatron, it really comes down to how simple it makes everything. The interface is just clean. You open it up, and you immediately know where everything is without needing a massive training manual.

The AI scribe is a huge time-saver for daily notes, and the pricing mostly makes sense for a growing practice. You get a really solid free tier, and the paid plans are super reasonable. Whenever I've run into a snag, their support team has been quick to jump in and help. It just works.

Performance: It handles all the daily basics—scheduling, billing, and notes—in one spot. It keeps your day moving without a bunch of extra clicks.

Integrations:  It plays nice with the big stuff like Google Calendar, Stripe, and Zoom. It might not connect to every single obscure app out there, but it covers the daily essentials perfectly.

**What do you dislike about Carepatron?**

While there is a lot to like about Carepatron, there are definitely a few things that can be frustrating. One of the biggest annoyances is that admin users are billed at the exact same rate as clinicians, which really drives up costs if you have a larger front-desk or support team.

Beyond that, the insurance billing features just aren't as mature as they need to be for heavy insurance-based practices. If you deal with a lot of claims, you might find yourself needing a separate tool. The third-party integrations are also pretty limited outside of the basics like Google and Stripe, and the system can occasionally lag if you are working with a massive database.

**What problems is Carepatron solving and how is that benefiting you?**

The biggest problem Carepatron solves is the sheer amount of time lost to daily busywork. Before, managing a practice meant juggling separate tools for scheduling, notes, and billing, which led to a ton of double data entry and endless admin hours.

By rolling everything into one simple platform, it gives me my evenings back. The AI scribe handles the heavy lifting for session notes, the automated reminders cut down on no-shows, and the integrated billing means I'm not chasing down payments manually. It lets me focus on actually seeing clients instead of running a back office.

  ### 4. Easy Templates Simplify Case Assessments

**Rating:** 4.0/5.0 stars

**Reviewed by:** Belle K. | College student, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Carepatron?**

I use Carepatron for my case management class in college, and it makes the assessments easy for us to navigate. I like how easy it is to find everything and submit everything. The templates are easy, and submitting assignments to my teacher is simple too. For example, I did an MSE template for a case assessment and the questions are already there and set up for me to submit to my teacher. It's super easy to navigate. The initial setup was very easy.

**What do you dislike about Carepatron?**

{"I don't like how when I try to copy a question to paste onto something else, it doesn't copy."}

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron for my case management class in college. It makes assessments easy to navigate, and I like how easy it is to find and submit everything to my teacher. The templates, like the MSE one, already have the questions set up for me.

**Official Response from Karina Jimenea:**

> Belle, thank you so much for sharing this! We love hearing that Carepatron is being used in a case management program, and it's great to know the templates and submission process have been making your assessments so much easier to navigate. Thanks again for the kind words, Belle, and best of luck with your studies!


  ### 5. Decent Note-Taking, Needs Better Calendar Integration

**Rating:** 2.5/5.0 stars

**Reviewed by:** Katie L. | Therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

I find it really helpful to have Carepatron take notes while I am in a session by just clicking the record button. It's a great feature for in-person sessions, as some other websites don't have such easy access when you're in person. This feature makes my notes quicker and more efficient.

**What do you dislike about Carepatron?**

Trying to connect the calendars to my other platforms is a bit of a hassle. It would be great if Carepatron could connect with Headway or with Simple Practice calendars. Also, the initial setup was a little bit difficult. Getting everyone access to their calendars, setting the right time zones, and figuring out how to sign notes presented a learning curve. It's still not the most user-friendly, but I am getting used to it.

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron for scheduling, writing notes, and filling out documentation. It's really helpful for taking notes during sessions by just clicking the record button, making my notes much quicker and more efficient.

  ### 6. Customizable Templates, Active Community, and Smooth Patient Portal & Invoicing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheri G. | Case Manager, Utilization Management Supervisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

One of the features I appreciate most is the extensive library of templates. Not only are there many templates available, but they are fully customizable, allowing me to adapt them to my workflow and incorporate my company's branding. Another benefit is the active community of users who contribute templates that you can share, customize, and use in your own practice, saving valuable time. I also value the patient portal and integrated invoicing capabilities, which make communication and billing much easier.

**What do you dislike about Carepatron?**

ne area where CarePatron could improve is the lack of integrated fax capabilities. Being able to send and receive faxes directly within the platform would streamline communication with healthcare organizations that still rely on faxing.

It would also be beneficial to have a dedicated communication space for collaborating with providers and other healthcare professionals separate from client messaging. Having distinct channels for provider-to-provider communication would enhance care coordination and help keep client interactions organized.

**What problems is Carepatron solving and how is that benefiting you?**

They’re available anytime I’ve had an issue or needed assistance.

**Official Response from Jamie Frew:**

> Hi Sheri,  thank you so much for this wonderfully detailed review!

It's fantastic to hear how much value you're getting from the template library. Knowing the patient portal and integrated invoicing are making communication and billing easier for you is a real highlight for us.

We also appreciate you sharing where we can do better. Integrated fax capabilities would absolutely streamline communication with the many healthcare organizations that still rely on faxing. 

Finally, thank you for the kind words about our support team. Being available whenever you need a hand is something we take a lot of pride in, so it's lovely to know that's come through for you.

Thank you for being such an engaged part of the Carepatron community. We're grateful to have you with us.

  ### 7. Fast, Intuitive Platform with Seamless Billing, Claims, and Automated Intake

**Rating:** 5.0/5.0 stars

**Reviewed by:** Candise R. | Acute Intake Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

Unified Billing & Claims: It links appointments directly to invoices, making it incredibly easy to track claim statuses, manage modifiers, and log payments without double-entry.

Modern, Clean Interface: Unlike clunky, outdated medical databases, it is fast and intuitive, meaning fewer clicks to get tasks done.

Automated Client Intake: You can send digital paperwork packets through the portal that automatically save to the client's chart once completed, saving massive amounts of administrative time.

**What do you dislike about Carepatron?**

Limited Customization for NPI/Billing Routing: If you manage a group practice or need to frequently toggle between a Group NPI (Type 2) and an Individual Rendering NPI (Type 1) across different insurance payers, the backend configuration can be rigid and sometimes requires manual workarounds to ensure claims don't reject.

Steep Learning Curve for Complex Insurance Rules: While the interface is clean, troubleshooting specific insurance rejections, coordinating multiple clients under a shared family insurance plan, or managing complex modifiers isn't always fully automated. You still have to do a fair amount of manual oversight.

Customer Support Gaps: Because it is a rapidly growing cloud platform, support is primarily handled via email or chat tickets. If you hit a critical billing error right before a major claims submission deadline, the lack of immediate, live phone support can be frustrating.

**What problems is Carepatron solving and how is that benefiting you?**

Transitioning to Carepatron has completely transformed our daily operations by eliminating the exhausting need to switch between multiple scattered software tools. Having scheduling, clinical documentation, and client payments seamlessly integrated into a single workspace has dramatically reduced our administrative overhead. Instead of wasting hours on manual data entry, we can now send digital intake packets directly through the portal that automatically populate client charts the moment they are completed. The modern, ultra-clean interface is incredibly fast and intuitive, making it a breeze to track outstanding invoices and protect our cash flow without the usual friction of clunky, outdated systems. It has given us back valuable time and truly streamlined the way we run our practice!

**Official Response from Jamie Frew:**

> Hi Candise, thank you for such a thoughtful review! We're thrilled that unified billing, the clean interface, and automated intake are saving your practice real time. Your feedback on NPI/billing routing, complex insurance handling, and live support is genuinely valuable, these are areas our team is actively working on. Thanks for being part of the Carepatron community!

  ### 8. Simple, User-Friendly Setup for Solo Multi-Specialty Providers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole F. | Practice owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I like that is simple for multi-specialty providers that solo practitioners. I literally tried setting up at 4 Am and it was very user-friendly and not overwhelming at all by following the tutorials.

**What do you dislike about Carepatron?**

There’s nothing I dislike, but there are a few things I’ve noticed. Right now, I’m unable to add multiple CPT codes for appointment types. For example, I’m a chiropractor, and instead of creating two separate services, I’d rather be able to include the CPT codes with the AT modifiers under one service. I’d also like the option to send intake forms based on appointment type. I treat different populations, like prenatal vs. pediatric, so the intake forms aren’t the same.

It would also be helpful to have the ability to take a deposit, rather than requiring payment for the entire appointment upfront. Lastly, I’d love more customizable workflows. The current workflows feel pretty standardized, and my practice needs a bit more flexibility for me to use them the way I need.

I think a few additional integrations along the way would be great, too. Overall, I still love the simplicity and can’t wait to see how it progresses.

**What problems is Carepatron solving and how is that benefiting you?**

None that I can think of

**Official Response from Karina Jimenea:**

> Nicole, setting up at 4 AM and finding it user-friendly? That honestly made us smile! We're so glad the simplicity has been working well for your multi-specialty practice.

Thank you for the detailed suggestions around CPT codes with modifiers, appointment-type-specific intake forms, deposit options, and more flexible workflows. These have all been passed along to our product team and are exactly the kind of insights that shape what we build next.

Thank you for being part of the Carepatron community!

  ### 9. Customizable Forms and Helpful AI, but the App Scribe Needs Polish

**Rating:** 3.5/5.0 stars

**Reviewed by:** Emma B. | Pediatric Occupational Therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I like the customizability and the ability to create so many forms. It is helpful that there are templates and their AI integration seems to be helpful for note writing, though I think it could use some optimization time wise (especially on the app).  It seems to be well worth the price. I have not yet utilized their support and onboarding, but I've been able to figure out a lot about it without the help which is great.

**What do you dislike about Carepatron?**

I haven't had the best luck using the phone app with the AI Scribe feature. However, I think it could be better, maybe I just need more practice. I also wish that my visits changed colors or had a more significant notification / symbol for if the notes are written and the client has been billed. Or even a changing color after it says "client attended." However, it's been pretty good so far. A few of the features on the exact appointment can be a little bigger / bolder so it's more obvious where the note writing section is.

**What problems is Carepatron solving and how is that benefiting you?**

I was using an EMR beforehand that didn't allow me to customize the notifications that I sent, nor did it allow me to see what is being sent out. I appreciate the feature of "send to myself" so I can also check things, and the billing is easy to do, which truly helps because I'm not losing money on billing!

  ### 10. All-in-One Platform, but Navigation Can Be Confusing for Forms and Insurance

**Rating:** 3.5/5.0 stars

**Reviewed by:** Gema S. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2026

**What do you like best about Carepatron?**

The most helpful about Carepatron is that it has everything you need in one platform.

**What do you dislike about Carepatron?**

It can be a bit confusing to navigate especially with the forms and insurance. There is an intake form that is sent automatically to the client that it took me a little if time to understand what information was in it and how did ir work. But the insurance tab can be confusing to navigate. And the page with all payments can also be overwhelming to understand. I feel it can be done cleaner and more friendly.

**What problems is Carepatron solving and how is that benefiting you?**

The insurance submission I still don’t feel 100%. I had it for a while and haven’t been able to submit a claim. I don’t feel comfortable.

**Official Response from Karina Jimenea:**

> Gemma, thank you for taking the time to share this! We're glad that having everything in one platform has been valuable for you. We hear you on the navigation around forms, insurance, and payments. We want to make sure you feel fully confident using all of these features, especially insurance submissions, as we know how important that is for your practice. Please don't hesitate to reach out to us at support@carepatron.com and our team would be more than happy to walk you through everything step by step so you can start submitting claims with confidence.

Your feedback on making these areas cleaner and more user-friendly has also been noted and passed along to our product team. Thanks again, Gemma, and we look forward to getting you sorted!

  ### 11. Responsive Support and a Product That Keeps Improving

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle J. | Owner/Clinician, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

The company is VERY responsive to user suggestions, and it’s also very supportive of newer users. They respond quickly and thoughtfully to questions as well.

**What do you dislike about Carepatron?**

The software can feel complicated at first, but once you understand the workflow, there are very few issues. It does have some limitations in what it can do right now, but the company is consistently working to add more features over time.

**What problems is Carepatron solving and how is that benefiting you?**

Carepatron has added a reporting feature that lets users see at a glance which parts of patient care still haven’t been completed (for example, whether notes are completed and locked, insurance claims have been submitted, and invoices have been created and sent). They’re also addressing smaller bugs and limitations, and those improvements have already proven very useful.

**Official Response from Jamie Frew:**

> Thank you so much for taking the time to share such thoughtful feedback! We're thrilled to hear that our responsiveness and support have made a positive difference for you, especially as a part of your onboarding experience. Making sure our users feel supported, particularly when they're getting started, is something we care deeply about.

  ### 12. Efficient Note-Taking, Needs Better Localization

**Rating:** 3.5/5.0 stars

**Reviewed by:** Amanda G. | O Psicólogo na Comunidade, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 12, 2026

**What do you like best about Carepatron?**

I use Carepatron for clinical attendance in my psychology practice, and it helps me take faster notes, which allows me to be more present with my clients during sessions. I also find the easy and safe calling feature helpful for attending online client sessions. Carepatron has generally been helping me to organize my agenda and manage my practice better. I appreciate that applying tests is convenient, even though I need to translate them, and having them in an accessible format online is much better than dealing with paper versions.

**What do you dislike about Carepatron?**

I think the notification system could be improved for both the practitioner and clients by integrating with more platforms like WhatsApp, which is widely used in Latin America and Asia. The current system primarily uses SMS, which isn't popular here. There should be a way for clients to confirm appointments via a simple button in emails or WhatsApp. It'd also be great to have options to integrate different payment methods. The translation for assessments and documents is difficult as they are only available in English, requiring manual translation. The layout and organization of the agenda, especially on the phone app, could be cleaner and more user-friendly. I find CarePatron's setup more challenging compared to other platforms I've used. It's not as intuitive, and the design seems cluttered, particularly on the phone app. This makes it hard for me to navigate and organize. I chose not to share it with my clients, fearing it might confuse them, especially since it's in English and doesn’t auto translate well. It would be also nice to get notifications or/and a tab for birthdays and special occasions regarding my patients, as it is common in many platforms around where I live.

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron for faster note-taking and safe calls, which helps me stay present with clients and improves my organization.

  ### 13. Streamlined Workflow with Intuitive Interface

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tariq . | Senior Recruiter Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2026

**What do you like best about Carepatron?**

I use Carepatron for client management, scheduling, documentation, and improving workflow efficiency. The best part of Carepatron is its intuitive interface and all-in-one workflow, which keeps client records, appointments, and documentation organized, making daily tasks easier and more efficient. It's great that the setup was quick and user-friendly, and our team was able to start using it with very little training. I also appreciate that we switched from Cliniko because Carepatron provided a more intuitive interface, better scheduling tools, and improved documentation in one platform.

**What do you dislike about Carepatron?**

One area for improvement is the customization of reports and workflow, which could be more flexible. At times, the platform can feel a bit slow when working with large records, and having more third-party integrations would make it even more useful. Overall, these are minor issues and the platform works well for daily use.

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron to maintain client records, schedule appointments, and organize documentation on one platform, saving time and improving workflow efficiency. Its intuitive interface and all-in-one workflow make daily tasks easier and more efficient.

**Official Response from Karina Jimenea:**

> Thank you so much for this wonderful review, Tariq! Hearing that your team was up and running with very little training, and that Carepatron has been a step up in terms of interface, scheduling, and documentation, truly means a lot to us. We appreciate the honest feedback on report customization, performance with large records, and third-party integrations. These are all areas we're actively working to improve, and your input helps us prioritize the right things.

So glad Carepatron is keeping everything organized and running smoothly for your team day to day. 

  ### 14. Carepatron Makes Client Onboarding Fast with Templates, Booking Link, and Client Portal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jamie L. | Speech-Language Pathologist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2026

**What do you like best about Carepatron?**

Carepatron is easy to use and includes many features that are important for my business, like templates, a booking link, and a client portal. I especially love how quickly I can add clients and enter their information—it only takes seconds.

**What do you dislike about Carepatron?**

I would like there to be autopay and automatic invoicing, as I often forget to send invoices after sessions. The invoices have also been difficult for my clients' HSA accounts because it does not show that they paid the fee, so their HSA is rejecting the payments.

**What problems is Carepatron solving and how is that benefiting you?**

It is helping be keep my clients and billing in one location, as before I had many different methods which was keeping me unorganized.

**Official Response from Karina Jimenea:**

> Hi Jamie, thank you so much for the kind words! We're really glad the templates, booking link, client portal, and quick client onboarding have been making such a difference for your business. 

Your feedback on autopay and automatic invoicing is really valuable, and we completely understand how easy it is to forget to send invoices after a busy session. Good news, though, you can actually require payment from clients at the time of booking, which helps take that off your plate entirely, if that fits your workflow! 

On the HSA invoice issue, please reach out to us at support@carepatron.com and see if there is a need for Stripe to enable HSA card support for your account specifically. 

Thanks again for choosing Carepatron and for helping us improve!

  ### 15. CarePatron - Process Streamliner and Time Saver

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2026

**What do you like best about Carepatron?**

A very comprehensive system that meets almost all the needs of a medical practitioner, such as a mental health professional. It has reduced my admin time by more than half, and the built-in workflow frees me up to focus on other important areas of running my practice. Having various services set up in the availability schedule empowers my clients to choose what they need. Overall, the system’s versatility is crucial for both the clinician and the client, and it helps streamline and enhance administrative processes.

**What do you dislike about Carepatron?**

I wasn’t able to upload a payment QR code as one of my payment options. It also took a lot of trial and error to understand how the system works and to get everything set up properly.

**What problems is Carepatron solving and how is that benefiting you?**

Various areas of administration - setting up the first appointment with various forms, invoicing and billing, payment tracking, case notes writing, automatic reminders for sessions and payments.

**Official Response from Karina Jimenea:**

> Thank you so much for this review! Cutting admin time by more than half and freeing you up to focus on running your practice is exactly what we set out to do, so hearing that means a lot to us. 

We appreciate the honest feedback on the setup experience and the payment QR code limitation. We understand that the initial configuration can take some trial and error, and we're always working to make that smoother.  So glad Carepatron is handling everything from intake forms and case notes to invoicing, billing, and reminders all in one place.

  ### 16. Affordable, Feature-Rich Platform: AI Scribe, Smooth Virtual Visits & HIPAA-Compliant Messaging

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura  G. | Therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Carepatron?**

Overall, it’s affordable and fairly user-friendly, with all the features I need: booking links, appointment reminders, and automated workflows. It performs very well—particularly the virtual meeting area—and includes an AI scribe that helps with notes and reminders for upcoming appointments. There’s also a HIPAA-compliant space for chatting with clients, and they’ve recently added credentialing and billing services, which I think is a great addition and makes them extremely competitive.

**What do you dislike about Carepatron?**

Some of the forms and templates feel a bit clunky and are difficult to create. I also don't like that you can't control when automated workflows are sent for actions like joining the portal or completing intake paperwork. Those messages are sent back-to-back, which I find can be confusing for clients. I'd prefer the automated workflow to send the email/text for intake paperwork after someone has joined the care portal, rather than immediately after a client is created. That would distinguish the messages and provide a buffer instead of two similar texts/emails arriving consecutively. Additionally, when someone joins the care portal there is no notification indicating they have documentation to complete. It would be helpful to have something that directs clients to the paperwork so they can finish it. Support can be a bit difficult to get in touch with if their AI support doesn't resolve your issue. It's like I have to meet with someone to fix an issue, which I don't always have time for, rather than being able to submit a ticket to an IT department for them to resolve.

**What problems is Carepatron solving and how is that benefiting you?**

I was paying more for fewer integrations with a different EHR. That system didn't include appointment reminders or an in-portal messaging feature to communicate with clients unless I paid significantly more. For someone running a small private practice, that extra cost didn't make sense, yet these reminders and messaging tools are essential to support clients and to reduce no-shows. The lack of built-in communication made it harder to provide consistent care without incurring additional fees. I also like that they are offering credentialing now, which I expect will be useful for me in the future.

**Official Response from Karina Jimenea:**

> Hi Laura, Thank you so much for this thorough and thoughtful review! We're really glad Carepatron has been a good fit for your practice, and it's great to hear the virtual meeting area, AI scribe, HIPAA-compliant messaging, and our newer credentialing and billing services are landing well for you. 

We appreciate the detailed feedback on the automated workflow sequencing. Great news on that front: clients can now see any pending documents directly when they log into their portal, so they're no longer left without a clear next step after joining. We hope that helps with some of the confusion you described!

Your suggestion about staggering the workflow messages is a really good one and we've passed it along to our product team for consideration.
On the forms and support experience, we hear you. We're continuously working to make both smoother, and your feedback helps us know where to focus.

Thank you again for switching to Carepatron and for sharing such valuable insights.

  ### 17. Affordable, Customizable, and Time-Saving for Private Practice

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katherine C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Carepatron?**

I use Carepatron to meet with clients virtually, process payments, schedule, communicate with my team, and for therapy tools. It's allowed me to open my private practice easily because it's affordable. It has great workflows that are highly customizable, which I really like. It also has templates from other providers, so I don't feel like I'm so alone. What I like most is how it is simple, customizable, and affordable. It really saves me time. The workflows allow me to not have to think about sending client paperwork or documents or billing. It makes it really simple, so I'm cutting out some admin time. And the online telehealth system is really simple and intuitive, so my clients can do it easily. The initial setup was very easy.

**What do you dislike about Carepatron?**

{"I think Carepatron's templates could be improved. We could make them a little more simple."}

**What problems is Carepatron solving and how is that benefiting you?**

It let me open my private practice easily because it's affordable. The workflows are highly customizable, and templates from other providers mean I don't feel so alone. Workflows handle client paperwork and billing, so I cut admin time. The telehealth system is simple, so clients use it easily.

**Official Response from Karina Jimenea:**

> Hi Katherine, thank you so much for this review! Hearing that Carepatron helped make opening your private practice feel achievable is honestly one of the best things we can hear. 

We're so glad the workflows, telehealth, scheduling, and payment tools are cutting down your admin time and letting you focus on what matters most, your clients.

Your feedback on the templates is well taken! We're always working to make them cleaner and more straightforward, and this is a great reminder to keep that a priority. And as always, if you ever need a template tailored to your needs, our support team and template designers are happy to help.

Thanks again for being part of the Carepatron community, Katherine.

  ### 18. All-in-One System That Automates Client Paperwork

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristen C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2026

**What do you like best about Carepatron?**

Carepatron is an all in one system, which is what I like most about it. My clients can book services with me and see what services I offer, and the system automatically emails them the paperwork as soon as they book. The booking is the feature I use the most. It saves me time because clients get the paperwork immediately and I don't have to worry about remembering to send it, since Carepatron does that automatically. It also sends them reminders a couple of times when they haven't completed the paperwork before our meeting, so there's no back and forth emailing to get it done before the first session. The welcome email and reminder emails are the most reliable part for me. Recently a client booked a session, automatically received their paperwork, completed it right away, and it came back to me for review, so I knew all the information at the beginning and our session was more beneficial. Clients find it easiest to receive the paperwork automatically and complete and sign it online instead of printing it out, which has been a huge help and lets me see clients from anywhere. We can also meet on video in Carepatron, it sends invoices automatically, clients can pay me and it goes directly to my bank account, and I can take notes in the system. There are pre-made notes templates you can use, and it's easy to copy and paste your forms in and have them formatted for you. The system is super helpful and very easy to use, and I don't have any complaints. The initial setup was very easy and went smoothly.

**What do you dislike about Carepatron?**

I don't think there's anything that doesn't work with Carepatron. It's super helpful and easy to use. There are already some pre made notes templates in there that you can use, and it's easy to copy and paste your forms in there and it formats for you. So overall, the system is very easy to use, and I don't have any complaints about the system.

**What problems is Carepatron solving and how is that benefiting you?**

Carepatron solves the problem of waiting forever for paperwork. Clients can book my services and automatically get the forms emailed, with reminders if they haven't completed them. It saves me time since I don't have to remember to send anything, and I know all the info before our session.

**Official Response from Karina Jimenea:**

> Hi Kristen! Thank you so much for this incredibly detailed and heartwarming review! Reading through your experience genuinely made our day. 

The workflow you described, from automated booking to paperwork, reminders, video sessions, invoicing, and payments, is exactly the seamless experience we set out to build. Knowing it's working that well in real practice, and that it's making your sessions more focused and beneficial from the very first moment, is everything to us.

No complaints and a smooth setup too? We'll gladly take that! Thank you for trusting Carepatron to run such an important part of your practice.

  ### 19. Affordable, Easy to Use, and A Game Changer for Solo Practitioners

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jazmin E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I find Carepatron to be an amazing platform for my psychotherapy practice. It's affordable and extremely easy to navigate, which has been a game changer for me. I love using the scheduling and telehealth features because I know that my virtual sessions are secure. It keeps me organized and provides a secure platform for telehealth. The platform is also great for storing session notes, sending client reminders, and having a secure place to chat. I appreciate the templates and the capability to send questionnaires directly to clients, which helps in better progress monitoring. Having a template laid out for sessions and the option to email clients questionnaires is very helpful.

**What do you dislike about Carepatron?**

I am not particularly interested in the AI features but like that it’s an option for the price.

**What problems is Carepatron solving and how is that benefiting you?**

Carepatron keeps me organized and offers a secure platform for telehealth. It helps with scheduling, session notes, client reminders, and secure chat. Templates and sending questionnaires enhance progress monitoring. It's user-friendly, affordable, and easy to set up.

**Official Response from Karina Jimenea:**

> Hi Jazmin! Thank you so much for this lovely review! Hearing that Carepatron has been a game changer for your psychotherapy practice truly means a lot to us. 

We're so glad the scheduling, telehealth, session notes, reminders, and questionnaires are all working together to keep you organized and your clients well supported. Security is something we take very seriously, so knowing that gives you peace of mind is wonderful to hear.

No worries at all on the AI features! We love that it's there as an option when and if you ever want to explore it, but there's absolutely no pressure. Carepatron works great either way!

We're so glad to be part of your practice journey!

  ### 20. Easy-to-Use Carepatron with Powerful Templates, Billing, and Scheduling

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I love how easy the Carepatron platform is to use. It has an amazing library of templates you can use and customize. I like it better than what is available through Simple Practice. Carepatron makes it easy to bill, schedule, and send reminders to clients.

**What do you dislike about Carepatron?**

While there is a free option, it is a little misleading because many key features aren't available. The way it is advertised, I thought I could use the free option longer as I grow my practice.

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron for my EHR, so it keeps my notes HIPPA compliant. I love the template library. I was able to edit and customize an already existing intake and consent forms which saved me lots of time. It helps with scheduling and email integrated all in one place and sends auto reminder to my clients. I can bill my clients through the platform. It's benefited me a lot as far as saving time and mental energy. Having everything integrated all in one spot as opposed to having one site for billing, one for EHR, one for scheduling and other for email etc.

**Official Response from Karina Jimenea:**

> Thank you so much for this wonderful review! Hearing that our template library, billing, scheduling, and reminders are all saving you time and mental energy is exactly what we love to hear. 

We appreciate your honest feedback on the free plan. Our free plan is designed as a great starting point, offering access to core features like notes and scheduling, but some of the more advanced tools like expanded storage, billing features, and integrations are part of our paid plans. We understand it can feel unexpected when those limits come into play, and we're always working on communicating that more clearly upfront so there are no surprises. If you'd like a full breakdown of what's included at each tier, our team would be happy to walk you through it!

So glad Carepatron has become your all-in-one home for your practice, and we're always here if you need anything!

  ### 21. Cost-Effective and Team-Friendly, But Billing Needs Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cat S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I like that Carepatron is super cheap compared to some other EHR systems. I was able to set this app up for multiple contractors without paying a huge cost per person, which is great because other apps would charge a lot if there are multiple people. Additionally, I can view my entire team's information, which is really helpful. I also appreciate being able to use the AI features and connect with my Google account to integrate my calendar and ensure my notes are good.

**What do you dislike about Carepatron?**

It's billing section is really confusing and it's hard to tell what has been paid and find paid invoices. Specifically, I tried to look up invoices to pay my contractor and some of them are not in the paid section, and you have to look through the different sections to find the invoices. I would say they need fewer sections in billing overall and just a clear way to look at them. Additionally, there was a learning curve initially.

**What problems is Carepatron solving and how is that benefiting you?**

Carepatron helps me manage billing and client payments, and I can set it up for contractors without high costs. It's affordable compared to other EHR systems and lets me view my entire team's info.

**Official Response from Jamie Frew:**

> Thank you so much for taking the time to share this! We're thrilled that Carepatron's affordability has made it easy to set up your whole team without per-person costs piling up, and that the team visibility, AI features, and Google Calendar integration are working well for you.

We also really appreciate the honest feedback on billing. Making it easier to track paid vs. unpaid invoices and simplifying the overall layout is exactly the kind of input that helps us improve. If you ever want to walk through your current billing setup in the meantime, our support team is happy to help.

Thanks again for being part of the Carepatron community!

  ### 22. Carepatron: User-Friendly All-in-One Solution for Healthcare Professionals

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kirsten D. | Psychologist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I like that Carepatron is an all-in-one solution for my business. I am easily able to generate session notes using their transcription and AI features. The user interface is very user-friendly as it is easy to navigate with needing any additional support. The team also provides ongoing support in addition to the first onboarding session. It seamlessly integrates into my Google calendar. It was also very reasonably priced.

**What do you dislike about Carepatron?**

Carepatron can be slow at times, especially when transcribing large uploaded audio files.

**What problems is Carepatron solving and how is that benefiting you?**

It has given me a platform where I am able to easily manage the running of my practice as well as keep client files in a secure and central location.

  ### 23. Affordable, Intuitive, Customizable

**Rating:** 4.0/5.0 stars

**Reviewed by:** Solon J. | Camp Photographer/Videographer , Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

It is an affordable, intuitive, and well-organized platform that remains highly customizable. The AI summaries help to refresh my memory of previous sessions and the automated reminders and digital forms streamline everything.

**What do you dislike about Carepatron?**

It takes a little while to figure out, especially when coming from another system, but it is fairly intuitive. It is also challenging to edit the workflow for situations where you want to prepare documents to send rather than have them sent automatically when a new client is added.

**What problems is Carepatron solving and how is that benefiting you?**

It provides a streamlined, well-designed, affordable platform that aids in communication. I have been trying to help a practice that is still using paper intake/documents to adopt this system.

  ### 24. Extremely User-Friendly EMR With Excellent Support and Billing Performance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Megan J. | Billing and Credentialing, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I work with many EHR systems, and I really love how extremely user-friendly Carepatron is. The support team is also very helpful, and Carepatron is available to assist with whatever I need, right when I need it. I’ve found that it integrates well with the clearinghouses we use, and the performance is excellent across all the billing features. I also feel it’s fairly priced compared to competitors. The AI is a useful touch on the clinical side, too.

**What do you dislike about Carepatron?**

Nothing at all—I have zero complaints about this EMR. My only wish is that more clients used it!

**What problems is Carepatron solving and how is that benefiting you?**

All billing-related requests I have sent have been answered promptly.

**Official Response from Jamie Frew:**

> Thank you so much for the wonderful review! We're thrilled to hear that you're finding Carepatron user-friendly and that the billing features, clearinghouse integrations, and AI tools are working well for your practice. It means a lot to know our support team has been there for you right when you need us. We'll keep working hard to make Carepatron even better,and hopefully help bring more of your clients on board too! Thanks again for being part of the Carepatron community.

  ### 25. Dysfunctional "free" level

**Rating:** 0.0/5.0 stars

**Reviewed by:** Dayna R. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Carepatron?**

I thought the option to create a superbill was helpful and the pre-existing note templates.

**What do you dislike about Carepatron?**

I didn't like the functionality of using the platform- it was not the most intuitive and it was frustrating to add notes for specific clients, and took too many steps oftentimes to do things. My biggest issue was that I was on a "free" plan but after about 3 weeks of using it for 4 clients, it told me that I was significantly above the limit for the memory storage. It was only giving me the option to upgrade. I could not move past this page asking e to upgrade to even delete any information and free up space, and therefore have been unable to use Carepatron any longer... really dysfunctional and I would absolutely not recommend to anyone.

**What problems is Carepatron solving and how is that benefiting you?**

It is only creating problems for me.

  ### 26. All-in-One, Straightforward Platform for Invoicing, Scheduling, and Session Insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Courtney S. | Mental health therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

I love that I can do everything in one place—sending invoices, adding and booking clients, using the AI scribe, and reviewing insights from a previous session when I start a new one. Everything feels self-explanatory and straightforward. I also like that I can create my own forms and notes, or browse a collection of other forms/notes to use.

**What do you dislike about Carepatron?**

Not much to say. Sometimes I think the software can be a little squirrely, but if I use it in my web browser, it’s fine.

**What problems is Carepatron solving and how is that benefiting you?**

It keeps everything in one place, so I don’t have to use multiple different software programs to get everything done.

**Official Response from Jamie Frew:**

> Hi Courtney, thank you so much for the wonderful review! We're thrilled that having invoicing, booking, AI Scribe, and session insights all in one place makes your day-to-day feel straightforward. We hear you on the occasional squirreliness to. Our team is always working to smooth those edges, so please don't hesitate to flag anything specific. Thanks again for being part of the Carepatron community!

  ### 27. Carepatron Keeps It Simple and Hassle-Free

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chris L. | Research Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

Honestly, the best thing about Carepatron is how simple everything feels. I don’t have to dig through menus or learn a bunch of confusing steps. I can just log in, click what I need, and get my work done without any hassle.

**What do you dislike about Carepatron?**

Sometimes it feels a bit slow when I’m switching between pages, although it might just be my laptop or my Wi‑Fi router. It’s not a deal-breaker, but it can still get annoying when you’re trying to get things done quickly.

**What problems is Carepatron solving and how is that benefiting you?**

Carepatron solves a bunch of small, annoying problems that usually slow me down. As a student doing medical research, I need to keep track of notes, references, meetings, and random tasks, and everything used to be scattered across different places. Carepatron basically brings all of that together in one spot. It helps me stay organized without feeling overwhelmed.

**Official Response from Karina Jimenea:**

> Chris, thank you so much for this! Knowing that you can just log in and get things done without any hassle is exactly the experience we aim for.  On the page loading speeds, we appreciate you flagging it! While it can sometimes come down to local connection or device performance, we're always working on optimizing the platform's speed and this is good to note. If it ever feels consistently slow regardless of your setup, feel free to reach out at support@carepatron.com and we can take a closer look.

So glad Carepatron is keeping everything in one place for your medical research. Good luck with your studies, Chris, and thanks for being part of the community!

  ### 28. CarePatron: User-Friendly, Affordable, and Backed by Real People

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Carepatron?**

Personal interactions - I have had multiple meetings with real people easily, and they have all answered my questions and guided me through setup. They are also half the cost of the leading EHR where I am located. They are also updating their software regularly to integrate things that I am looking to use. CarePatron is also more user-friendly and easier to navigate than the previous platform I was using.

**What do you dislike about Carepatron?**

CarePatron is missing some automations that I would typically want in a platform, though they are continuously working to improve and update.

**What problems is Carepatron solving and how is that benefiting you?**

I am able to have all of my calendars synced with CarePatron so I don't have to manually go in and add breaks where I am unavailable. This has been a game-changer for me and has saved me so much time.

**Official Response from Jamie Frew:**

> Thank you so much for taking the time to share such a thoughtful review! We're thrilled to hear that the personal support has made your setup experience a smooth one. Our team genuinely loves helping practitioners get up and running, so it means a lot to know that came through.

It's also wonderful to hear that Carepatron has been more affordable and easier to navigate. That kind of feedback is exactly why we do what we do.

We completely hear you on the automations, and you're right that we're continuously building. Your feedback helps us prioritize, so please keep it coming, and don't hesitate to reach out to our support team anytime with specific automation features you'd love to see.

Thanks again for being part of the Carepatron community!

  ### 29. 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!

  ### 30. Affordable All-in-One Solution for Therapy Practices

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arooj C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 10, 2026

**What do you like best about Carepatron?**

I use Carepatron to see my therapy clients via telehealth. I appreciate that Carepatron makes scheduling appointments, sending reminders, and keeping notes and billing information all in one place. I like that Carepatron offers all the features of its competitors at a very affordable rate, which is important as a new business and private practice owner where costs and expenses matter a lot. The initial setup of Carepatron was super easy.

**What do you dislike about Carepatron?**

Carepatron is overall a fantastically designed program and has lots of features; however, I wish it came with a video tutorial.

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron to see my therapy clients via telehealth. It makes scheduling appointments, sending reminders, and managing notes and billing information easy by keeping them all in one place.

  ### 31. Great Value with Built-In Zoom Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Denetra G. | Mental Health Therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

I do like the price, and I like that Zoom is built into the app.

**What do you dislike about Carepatron?**

The app is very glitchy and keeps telling me I need to update it almost every day. Also, I can't add a new client when I go to schedule. I have to leave the schedule and go into the clients section to add the client first, and then go back into the schedule. There should be an option to add a new client when I am in the schedule.

**What problems is Carepatron solving and how is that benefiting you?**

I like that it's all inclusive.

**Official Response from Jamie Frew:**

> Hi Denetra, thanks so much for the review and for the kind words on pricing and the built-in Zoom. Great to hear the all-in-one setup is working for you.

The constant update prompts and glitchiness aren't the experience we want you to have, so we'd love to take a closer look. If you can reach our support team via the in-app chat with the device and browser/app version you're using, we'll dig into what's triggering those daily update notices.

Thank you again for the thoughtful feedback, and please don't hesitate to reach out anytime, we're always happy to help!

  ### 32. 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.

  ### 33. Affordable EHR with Great Support and Helpful Tutorials

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bernadette K. | Licensed Clinical Social Worker-therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

I’m still new to using Care Patron, but I already appreciate that it’s more affordable than my previous EHR. I’ve also had a great experience with the customer service, and I find the tutorials and the worksheets/forms really helpful.

**What do you dislike about Carepatron?**

I still haven’t figured out how to use the AI feature, or whether there’s an AI note feature at all.

**What problems is Carepatron solving and how is that benefiting you?**

It’s saving me money, it’s easy to get ahold of support, and scheduling appointments is straightforward. Moving from my old EHR to Carepatron was seamless.

**Official Response from Karina Jimenea:**

> Hi Bernadette, welcome to Carepatron and thank you for this lovely review! We're so glad the transition from your previous EHR was seamless and that the affordability, support, and resources have been a great experience so far. 

Great news on the AI notes feature. Yes, it's there! Carepatron does have an AI scribe feature that can help with note-taking during sessions. Our support team would be happy to walk you through how to get it set up and running. Just reach out at support@carepatron.com and we'll get you sorted!

Thanks again for choosing Carepatron, Bernadette. Excited for you to discover everything the platform has to offer!

  ### 34. 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.


  ### 35. Helpful AI but Buggy Experience

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2026

**What do you like best about Carepatron?**

I like Carepatron's AI feature that automatically summarizes notes during sessions. It means I don't have to type as much and can focus more on what the client's saying.

**What do you dislike about Carepatron?**

There's definitely a few glitches and bugs that can be ironed out with it. The AI has messed up sometimes where it won't finish a sentence in the note or it'll just take a really long time to finish analyzing. There's also been multiple issues with the mic suppression feature and where clients don't see me, my video, sometimes in the call. And, just the whole user format for the practitioner viewpoint sometimes feels too big and bulky. It's not always easy to streamline through client's documentation to get to a certain thing. But it's not very easy to get hold of their IT especially on the phone. So when you have specific questions or walk throughs, it can take a while to get an answer. Which is a drawback.

**What problems is Carepatron solving and how is that benefiting you?**

I use Carepatron for virtual counseling sessions. Its AI feature automatically summarizes session notes, so I can focus more on the client instead of typing.

  ### 36. Intuitive UI, Smart Scribe, and Seamless Calendar Linking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sasha S. | Therapist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Carepatron?**

I love how easy it is to navigate, and I really appreciate the scribe feature. I also like that my calendar automatically links any events on it.

**What do you dislike about Carepatron?**

It can be a little overwhelming to learn the features.

**What problems is Carepatron solving and how is that benefiting you?**

I love the addition that lets me see a summary of the last session I had with a client. It really helps me get a quicker idea of the structure for the upcoming session.

**Official Response from Karina Jimenea:**

> Hi Sasha, thank you so much for the kind words! We're really glad the navigation, scribe feature, and calendar linking have been working well for you. 

We hear you on the learning curve, and we totally understand that getting familiar with everything can feel like a lot to take in at first. Our tutorials and support team are always there to help make that journey smoother, so don't hesitate to reach out!

So glad the session summary feature is helping you prep for upcoming appointments more efficiently. Thanks for being part of the Carepatron community, Sasha!

  ### 37. HIPAA-Compliant Templates That Make Summaries and Notes Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda V. | Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2026

**What do you like best about Carepatron?**

HIPAA compliance and templates for creating unique summaries and notes.

**What do you dislike about Carepatron?**

I’d like to see more unique scheduling options and rules for each individual service type.

**What problems is Carepatron solving and how is that benefiting you?**

Having a HIPAA-compliant video platform, the ability to create service billing links for my website, and optimized note-taking has given me more time to focus on my clients and provide them with a better overall experience when working with me.

**Official Response from Karina Jimenea:**

> Hi Amanda, thank you for the kind words! We're so glad that our HIPAA-compliant templates and note-taking tools are helping you stay organized and give your clients the attention they deserve. 

Your suggestion around more granular scheduling options and rules per service type is a great one, and we've passed it along to our product team for consideration.

Thanks again for sharing your experience, and feel free to reach out anytime!

  ### 38. Easy Profile Switching for Multiple Businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about Carepatron?**

I have two separate businesses and I like that I am able to toggle between two separate profiles easily. This was the only platform I found that offers this.

**What do you dislike about Carepatron?**

The only issue I've had was that as I was writing a note, the note would randomly delete, which was incredibly frustrating. I reached out to support and they said I needed to use a different browser, which then resolved the issue.

**What problems is Carepatron solving and how is that benefiting you?**

As mentioned, the problem I had was finding an EHR that could hold my two separate practices and Carepatron solved that. It is also reasonably priced compared to other EHRs.

**Official Response from Jamie Frew:**

> Thank you so much for taking the time to share your experience!

We're so glad the multi-profile toggle has made running your two practices easier.

We also appreciate you flagging the note-deletion issue you ran into. If it ever resurfaces, please don't hesitate to reach back out, we'd love the chance to dig in further.

Thank you again for the kind words on value and for trusting Carepatron with both of your practices. We're grateful to have you with us!

  ### 39. Versatile, affordable, and fast support — makes running our business easier

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Carepatron?**

I like how compatible it is with many functions, support from the team is great and pretty quick. The price is also very reasonable and affordable making running a business helpful and lower overhead financially.

**What do you dislike about Carepatron?**

There are still some functions getting worked on like documentation being easier and less clunky in design and function, couples notes and being able to navigate minor client records with multiple parents/guardians.

**What problems is Carepatron solving and how is that benefiting you?**

They are definitely working on the documentation portions and offering credentialing for insurance which I think is great! They are quick to respond and receive feedback which is beneficial to me

**Official Response from Karina Jimenea:**

> Thank you so much for this thoughtful review! We're really glad the platform's versatility, affordability, and our support team's responsiveness have been making a positive difference in running your business. We appreciate the honest feedback on documentation, couples notes, and managing minor client records with multiple guardians. These are areas we're actively working to improve, and your input helps us prioritize the right things.
So glad to hear the credentialing feature is landing well too. There's more good stuff in the pipeline! 

  ### 40. Clean, Sleek Interface, But Doesn’t Feel Premium

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ashley B. | Virtual Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2026

**What do you like best about Carepatron?**

I like how it is very clean and sleek looking. Meaning that it does not overwhelm you with 100 features but rather gives you a clean view of everything.

**What do you dislike about Carepatron?**

The only thing that I would dislike is that it feels cheap, it does not feel like I am getting premium

**What problems is Carepatron solving and how is that benefiting you?**

It is solving keeping track of clients sessions and their payments

**Official Response from Karina Jimenea:**

> Hi Ashley! Thank you for the kind words on the design! A clean, uncluttered experience is something we've been very intentional about, so that really resonates with us.

We hear you on the premium feel, and it's something we take seriously. We're continuously investing in the overall experience and have some exciting improvements in the pipeline that we think you'll love.

So glad it's keeping your client sessions and payments organized! If you ever have suggestions on what would make it feel more premium to you, we'd genuinely love to hear them!

  ### 41. Simple UI, but Missing Audit Logs and Signature-Locking Limits Templates

**Rating:** 3.5/5.0 stars

**Reviewed by:** Brandon K. | Nurse Practitioner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Carepatron?**

Their platform is well designed, with a simple UI that makes it easy to find what I need.

**What do you dislike about Carepatron?**

They lacked the ability to sign and lock notes, and there was no audit log to track where issues occurred. The templates also didn’t allow patient signatures to be inserted. On top of that, the options for modifying templates were limited and felt overly restricted.

**What problems is Carepatron solving and how is that benefiting you?**

I had to leave Carepatron because it didn’t have the features I needed. I do think the platform has potential, but at this point I couldn’t justify spending more time on it while waiting for updates.

  ### 42. 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.

  ### 43. 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.

  ### 44. 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.

  ### 45. Outstanding Value — A Very Good Platform at a Great Price

**Rating:** 5.0/5.0 stars

**Reviewed by:** Luis S. | Counselor, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2026

**What do you like best about Carepatron?**

It's a very good platform at a great price.

**What do you dislike about Carepatron?**

Nothing comes to mind. Even when we come up with something that could be better, they are great on receiving the feedback & aiming to fix it.

**What problems is Carepatron solving and how is that benefiting you?**

They are very proactive when problems arise, and feel like they are constantly looking for ways to better the platform.

**Official Response from Karina Jimenea:**

> Luis, thank you so much for the kind words! We're really glad Carepatron has been delivering great value for you. 

It means the world to hear that our team has been responsive and receptive to your feedback. That's the kind of relationship we want to have with every one of our users, and we'll keep at it!

Thanks again for being part of the Carepatron community. 

  ### 46. 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. 

  ### 47. 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. 

  ### 48. 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.

  ### 49. 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!

  ### 50. 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.



- [View Carepatron pricing details and edition comparison](https://www.g2.com/products/carepatron/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-14+21%3A28%3A05+-0500&secure%5Bsession_id%5D=9edb2079-a302-4fc3-bf0e-2aef977027e6&secure%5Btoken%5D=73ccffd639c1604b52c4977b07be632ec876bc9259180d7c27d6e8c85585caee&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)
  - [Helcim](https://www.g2.com/products/helcim/reviews)
  - [IVY Pay](https://www.g2.com/products/ivy-pay/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/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 (297 reviews)
  - [ModMed](https://www.g2.com/products/modmed/reviews) - 4.5/5.0 (361 reviews)
  - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (896 reviews)