Carepatron Reviews & Product Details

I find Carepatron helps me keep things organized in one space, allowing me to keep track of notes, clients, and handouts or resources. I love the ability to have free and low-cost plans, which is crucial when just starting out, as other companies charge a lot right from the beginning. I also really like the UI; it feels organized and easy to use with just enough features, avoiding the complexity of other platforms that make me feel like I need an advanced degree to use them. The initial setup was straightforward and simple, which is exactly what I was looking for, since switching to new platforms can be intimidating due to potential learning curves. Review collected by and hosted on G2.com.

Nothing. There's no perfect platform, but if I start naming extra features to add that would start making it more difficult to learn how to use and would raise the cost. Review collected by and hosted on G2.com.

Color-coded calendar

Free & reasonable text reminder price

AI support for questions-- fast

Built-in signature request

Affordable price for small new businesses

Voice analysis for notes

Easy to schedule/cancel

Built-in client form system

Client portal

Direct message options

HIPPA Review collected by and hosted on G2.com.

-No goal-tracking system -- need percentage average data and a graph to check progress; a button to master/discontinued goal to update.

-Goal creation and tracking require manual effort— it just looks like a fancy -Google Doc and still takes time away from my productivity.

-Text messages do not stage the type of appt

-No options to see pending notes (note that unsign)

-Hard to see a specific client's appt -- should have been an easy list

-No option to track the progress report/eval due date in a systematic way.

- Ability to merge columns together when creating a table for better table creation. Review collected by and hosted on G2.com.

I enjoy being able to create forms and making customizable to my agency. I like the user friendly platform, navigation is straight forward. Review collected by and hosted on G2.com.

I don't like that there's no automation for the documentation, specifically, when I'm making a treatment plan, for there to be an automation of alerting to review and update every 90 days. I wish I could create forms to pull from another form. Like when I am reviewing and updating a treatment plan it pulls from the old one. Or if I am doing a note that has a field that it's in the intake, it can pull that information versus me having to copy and paste. And I would love if the Team could be expanded, where there's a documentation area for them so I can have supervision forms there or performance evals or improvement plans. Review collected by and hosted on G2.com.

The interface is simple and intuitive. It also makes it easy for clients to schedule and see their appointments. Carepatron automatically adds things to their calendars if they want. The telehealth feature is also easy and intuitive for clients. That's important since some clients aren't as comfortable with technology as others. Price is very competitive. Support and onboarding has been great. I have not used AI features much yet, as I am just opening my practice and would like to devote some time to them before really considering if I am going to integrate them. Review collected by and hosted on G2.com.

I would like to be able to manually send appointment reminders to clients. I think this is less of a dislike and more of a feature to be added. Review collected by and hosted on G2.com.

I love the templates that are included. It makes it easy to do notes and share helpful documents with clients. I also like that it is super user friendly. It's also a great price for the features that it comes with it, such as the various templates, ability to customize, personalized scheduling link, integration of Stripe for payment, support, etc. It also adds the appointments to my Google calendar so I can quickly see my upcoming sessions. Review collected by and hosted on G2.com.

Sometimes my computer screen goes blank and then my camera shuts off. I have used IntakeQ, Simple Practice, and DoxyMe on this same laptop and have never experienced this. It happens about twice a month. I also am not a fan of the AI feature for two reasons, 1) I have never had it create a useful note (it will often exclude important information) and 2) I heard that AI is bad for the environment so I try to avoid using it as much as possible. Review collected by and hosted on G2.com.

It's so easy to use and so customizable. I like all the templates we can choose from and the ability to create our own. I like how I can edit my availability precisely and syncing my Google calendar so it's all in one spot. I also have used the help feature often, even though it's an AI bot, it's been super helpful. Review collected by and hosted on G2.com.

The only bugs I've run into was while I was creating templates. Sometimes my changes would not save and I would have to go back and make the changes. There are many updates, almost daily, where I have to refresh the system, and sometimes doing so undoes some of the changes I've made to the menu for example. A few months ago I was having so many issues with the telehealth feature, that I ended up syncing with Google Meet instead and haven't had any issues since, but it would've been nice to keep using the telehealth feature on Carepatron instead. Review collected by and hosted on G2.com.

It’s very user-friendly and uncomplicated. I like having access to almost everything I need in one place. It’s fairly customizable, and it feels like a good value for the cost. Review collected by and hosted on G2.com.

There’s a lack of ability to track and trend items such as vital signs, screening scores, and lab results. It’s also not possible to add image-upload fields to forms for intake or for patients to report things like vital signs. In the telehealth world, this would be very helpful and would make the workload for both patients and providers less cumbersome. The inability to customize automations for screening forms based on individual patient needs also creates a barrier to efficiency in work flow. Review collected by and hosted on G2.com.

Carepatron has been a breath of fresh air as I build my solo therapy practice. The customer service has been great; I appreciate working with individuals assigned to me rather than a different representative each time I need assistance. They have been very responsive in helping me and answering my questions, and the actual platform and tools are user-friendly and feel unlimited. Review collected by and hosted on G2.com.

They only recently started offering credentialing support, so I understand that they are still ironing out some of their processes. I have found that there have been times when it seems they are making things harder than necessary. For example, they needed to access my accounts related to insurance credentialing, but I was receiving repeated requests for login codes sent to my phone number or email, and by the time I received them they were already expired. I suggested putting a carepatron accessible email into some of the accounts after a while, and that made things much easier, but it does seem like their processes still need some work. Review collected by and hosted on G2.com.

I like how user-friendly the platform is, and it’s also visually pleasing to look at. Review collected by and hosted on G2.com.

There are a few things I’d tweak, such as adding the ability to zoom in on the calendar slots so I can view only the appointments that fall within our hours of operation. I don’t need to see the time slots outside of our operating hours, so it would be helpful to hide or minimize those. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.