--- title: Carepatron Reviews meta_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 701 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: 701 scale: '5' date_modified: '2026-08-14' 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:** 701 ## 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 value the **ease of use** of Carepatron, finding it intuitive and convenient for managing client bookings seamlessly. (111 reviews) - Users appreciate the **affordable pricing** of Carepatron, making it a budget-friendly choice for professionals. (57 reviews) - Users appreciate the **aesthetic and easy-to-use interface** of Carepatron, enhancing their work experience and productivity. (50 reviews) - Users find the **staff extremely helpful** , enhancing their experience with quick and effective customer support. (47 reviews) - Users appreciate the **efficiency** of Carepatron, noting its seamless booking and automated features that enhance productivity. (44 reviews) - Scheduling (44 reviews) - Users love the **customizable templates** in Carepatron, which greatly enhance their therapy and coaching practices. (42 reviews) - Users find the **setup ease** of Carepatron incredibly smooth, making it ideal for startups and new practices. (41 reviews) - Users love the **AI transcribing and support** features of Carepatron, enhancing practice efficiency and client experience. (40 reviews) - Users value the **exceptional customer support** from Carepatron, highlighting their helpfulness and responsiveness. (39 reviews) **What users dislike:** - Users express frustration with the **limited features** of Carepatron, affecting efficiency and integration with their professional workflows. (40 reviews) - Users express a desire for **missing features** like customizable emails, improved AI, and additional billing options. (33 reviews) - Users express frustration over the **limited payment processing options** in Carepatron, wishing for more flexibility. (22 reviews) - Users experience various **technical issues** with Carepatron, affecting integration, AI functionality, and overall user-friendliness. (22 reviews) - Users experience **limited customization** options in Carepatron, affecting flexibility in tailoring the system to specific needs. (21 reviews) - Payment Issues (19 reviews) - Users feel the **limited templates** in Carepatron hinder ease of use and disrupt workflow efficiency. (18 reviews) - Users face **integration issues** with Carepatron, including payment limitations and inconsistent calendar syncing. (15 reviews) - Form Issues (14 reviews) - Lack of Communication Features (13 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. 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. ### 3. 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. ### 4. Great Support and Value, but Glitches and Insurance Billing Integration Issues Held Us Back **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Carepatron?** Customer service/support team is great and extremely responsive. They offer an onboarding session with an employee that walks you through setting up , answers questions, and helps you customize the platform to work best for your practice. Pricing is competitive with other similar platforms, and actually a pretty good value for what is included. User interface is fairly intuitive. They have an AI chat feature to help answer logistical questions, and if it is not answering your specific question, quickly directs your concern/feedback to a live employee. **What do you dislike about Carepatron?** The platform is pretty glitchy at times and doesn't support having multiple windows/tabs with Carepatron open, so many notes were lost because of this. The video platform also had various technical issues on both the client side and practitioner side. There were many obstacles in getting ERAs and payments set up, with many not integrating in even after 6 months. So a lot of billing had to be managed and tracked manually. There were also limitations in payers for electronic claims submission. **What problems is Carepatron solving and how is that benefiting you?** The company was very open to feedback and implemented some of the changes suggested, but ultimately our practice switched to a different platform. I would consider Carepatron in the future if some of the obstacles our practice ran into were improved. I also think the competitive pricing makes it a great option for new practices just starting up. ### 5. Great for Document Exchange, Struggles with Insurance Claims **Rating:** 2.5/5.0 stars **Reviewed by:** Jennifer S. | Social Worker **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I really like the documents feature in Carepatron, especially being able to exchange them with clients. It's great for getting documents signed and filled out. **What do you dislike about Carepatron?** I find submitting claims troublesome because some insurance companies do not accept them from the platform. There are extra steps to get signed up to submit claims, and dealing with third-party individuals is frustrating. I also think the initial setup was not as easy as it should have been. There needs to be a more step-by-step setup process. **What problems is Carepatron solving and how is that benefiting you?** I originally wanted to get all my clients on Carepatron, but faced issues with insurance claim submissions. I appreciate the ease of getting documents signed and filled out, as well as the ability to exchange them with clients. **Official Response from Karina Jimenea:** > Hi Jennifer! Really glad the document exchange and e-signature features have been working well for you and your clients. We hear you on the insurance claim submission experience. Please reach out to our team at support@carepatron.com if you need us. ### 6. Team-Friendly Shared Schedule, But Frequent Reloads Are Frustrating **Rating:** 3.0/5.0 stars **Reviewed by:** Diana A. | Clinical Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2026 **What do you like best about Carepatron?** Schedule is right there for whole team to see **What do you dislike about Carepatron?** It always makes me re-load it saying I have an older version, but that happens almost weekly. Also, it’s confusing when there’s a lot of updates to appointments and there’s multiple emails and you’re not sure which one is correct **What problems is Carepatron solving and how is that benefiting you?** They help another organization, make appointments on our behalf when we give them our availability, it makes an easier process to make appointments ### 7. AI-Powered Efficiency with Room for Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Carepatron?** I appreciate how Carepatron makes managing client records easy to review and access. The process of client onboarding is straightforward, which I like. The integrated AI is a nice component; it simplifies searching for help and summarizing client content. Plus, the overall user interface feels comfortable and pleasant to use. **What do you dislike about Carepatron?** I find the overall format of the clinical note is not easy to read or friendly for implementation. I feel the process of generating review notes and summaries for reports could be improved. I also think some of the billing aspects are a little outdated or not yet implemented, such as automated billing. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for easy client record management. It simplifies workflow and client care, makes onboarding simple, and its AI features help with searching and summarizing. The UI is comfortable and pleasant. ### 8. 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. ### 9. Simple and User-Friendly, But Could Be Cheaper **Rating:** 3.0/5.0 stars **Reviewed by:** Lauren W. | Licensed Clinical Social Worker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I love that Carepatron is extremely user-friendly and very simple, which makes my job easier. The setup was super quick and easy, and it helps everything go smoother and faster. It simplifies my billing submissions and allows clients to handle their scheduling, which is a huge help. **What do you dislike about Carepatron?** I wish it was cheaper. I thought it was free. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for scheduling and billing sessions. It helps make everything go smoother and faster. It's very simple and extremely user-friendly, making my job easier, especially with submitting billing and allowing clients to schedule. **Official Response from Karina Jimenea:** > Hi Lauren! We appreciate your feedback. Thank you for the kind words! We're really glad the platform has been making your day-to-day so much easier. Carepatron does have a free version that's a great starting point for practices just getting off the ground. For more advanced features and higher usage, our paid plans unlock a lot more capability. We also have special offers and promos available for first-time users, so feel free to reach out to our team at support@carepatron.com to find out what's available for you! ### 10. Easy to Customize, But Takes Time to Use Efficiently **Rating:** 2.5/5.0 stars **Reviewed by:** Beth A. | Occupational therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** How easy it is to customize templates and documents **What do you dislike about Carepatron?** It takes a while to figure out how to use it efficiently **What problems is Carepatron solving and how is that benefiting you?** It is helping me schedule clients and document their care ### 11. Intuitive Templates & Workflow, but Form Delivery to Non-Gmail Users and Data Privacy Need Work **Rating:** 3.0/5.0 stars **Reviewed by:** Amalia L. | Therapist Trainee, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Carepatron?** templates, clients section is intuitive, workflow is a great system **What do you dislike about Carepatron?** -sending forms to clients doesn't work for non gmail users -templates are glitchy sometimes -no information as to who is storing data/AI concerns **What problems is Carepatron solving and how is that benefiting you?** ease when working with client caseload **Official Response from Karina Jimenea:** > Thank you for sharing this feedback, and we're sorry to hear telehealth hasn't been working reliably for you. That's not the experience we want anyone to have, and we completely understand how frustrating that can be when you're depending on it for your practice. Telehealth connectivity can sometimes be affected by factors like browser settings, network conditions, or device compatibility, which is why our support team sometimes needs a little time to properly diagnose and resolve the issue for each individual case. That said, we hear you that the response time hasn't felt fast enough, and that's something we're working to improve. ### 12. Great Client Management and Payments, but AI and Video Call Errors Need Work **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** Client information all in one place and ease of having clients pay. Also notetaking feature is well done. **What do you dislike about Carepatron?** All of the AI as well as sometimes there are errors in joining the same video call as a client **What problems is Carepatron solving and how is that benefiting you?** Carepatron makes it easy to have my client meetings all in one secure place. Also appreciate all of the features related to notetaking ### 13. Efficient Tool with Broad Template Access **Rating:** 3.0/5.0 stars **Reviewed by:** Aleena B. **Reviewed Date:** December 04, 2025 **What do you like best about Carepatron?** I really like that Carepatron makes all the forms accessible in one place, saving me time and helping with organization. I appreciate all the different forms and templates available, which I can easily search for and retrieve. This feature allows me to spend more time with my clients. I also see potential in using the calendar and other features in the future. Additionally, the initial setup was very easy. **What do you dislike about Carepatron?** Some psychoeducation could be included on each therapy model, and an option for questions and concerns where other clinicians can comment on it. Also, the fact that I don't know if these templates are made by reliable personnel is scary, so more security on who uploads what. **What problems is Carepatron solving and how is that benefiting you?** Carepatron makes all forms accessible in one site, saving me time and helping with organization. It allows me to spend more time with clients by offering easily searchable templates and a calendar. **Official Response from Carepatron Team:** > Thanks so much for the feedback. Great to hear the templates and easy access are saving you time and helping you stay organized! We highly appreciate your suggestions around psychoeducation and template transparency. You’re absolutely right! While we assure that our team has the right experience and does thorough research to make such resources as factual and accurate as we can, we also understand that clarity and transparency on who created what matters. We're working on adding more clarity there and love the idea of clinician comments. Thanks again for being part of the Carepatron community. ### 14. Clean Interface and Helpful AI Notes, but Video and Intake Need Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Carepatron?** It is simple and clean interface. The AI piece helps with my notes. **What do you dislike about Carepatron?** The video is not consistent. When I meet with a couple in different places they can't see each other. I don't like that you don't capture the credit card in the intake. **What problems is Carepatron solving and how is that benefiting you?** Doing notes is so much better. I would like that reminders are in the clients time zone. ### 15. Free and Handy for Keeping Client Records **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** free way to keep client records, info, and documents **What do you dislike about Carepatron?** doesn't integrate with my calendar, no self hosted option, pricing is per team member rather than per team **What problems is Carepatron solving and how is that benefiting you?** I need to keep some clients' drivers licenses and such, and carepatron allows me to do that in a HIPAA compliant way **Official Response from Carepatron Team:** > Thanks for your feedback, and we appreciate you taking the time to share it. Carepatron does support syncing with external calendars like Google and Microsoft, which can help keep appointments aligned with your existing schedule. If you would like to set this up, this guide walks through the steps: https://help.carepatron.com/en/articles/6379265-sync-calendar We also hear your thoughts around team-based pricing and the request for a self-hosted option, and feedback like this is valuable for our product team as we continue improving the platform. If you ever want help configuring integrations or exploring different setup options, our customer team will gladly assist. Please reach out anytime, we are always here to help. ### 16. Still needs some work **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2025 **What do you like best about Carepatron?** The cost, ability to contact customer care easily. The calendar is nice. **What do you dislike about Carepatron?** The templates are unusually difficult to maneuver if creating your own. The fields don’t populate as they should. The “editor” and “receiver” is confusing when creating. There are gaps in the flow of the software. Some things populate automatically. Others only do when you go into the client chart. The AI portion seems unnecessary for the fields it is offered in on the site. The client intakes and demographics aren’t clear on the site. An App would be great to have as well. **What problems is Carepatron solving and how is that benefiting you?** Everything under one umbrella is beneficial in streamlining practice and ensuring confidentiality **Official Response from Carepatron Team:** > Thanks for taking the time to share your feedback. We're glad to hear you're finding value in the cost, calendar features, and customer support experience. We appreciate your detailed notes on templates, form logic, and how certain fields populate. We are always watching out for such suggestions to continue evolving the platform. If you’d like help with templates or have more suggestions, feel free to reach out through the website or your User Dashboard. We’re here to help and always open to feedback. ### 17. Affordable EHR **Rating:** 3.0/5.0 stars **Reviewed by:** Jillian R. | Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Carepatron?** Affordable, ease of use, customer support **What do you dislike about Carepatron?** Difficulty integrating with other EHR systems I use. **What problems is Carepatron solving and how is that benefiting you?** EHR system that is affordable **Official Response from Carepatron Team:** > Hi Jillian! Thanks for the feedback. Can you share more insights on the type of integration you're looking for? We're open to any suggested improvements from our valued users. ### 18. Review of Carepatron **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Carepatron?** It seemed like a software solution comparable to others on the market. **What do you dislike about Carepatron?** I realized I could accomplish the solutions Carepatron would have offered my particular business on my own using software I already subscribe to. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is working to solve the issue of creating a user-friendly, affordable Electronic Health Record. **Official Response from Carepatron Team:** > Thank you for the positive review! If you have any suggestions on how we can further improve the platform, let us know and we'd be glad to assist. ### 19. Simple to Navigate **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2025 **What do you like best about Carepatron?** Its very easy to navigate and figure out what you are doing on your own. Super easy to integrate your calendar and email **What do you dislike about Carepatron?** I have yet to find anything I dislike, as stated, its easy to use **What problems is Carepatron solving and how is that benefiting you?** It is helping me streamline all my processes and have them in one place **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has been easy to navigate and that calendar and email integration have worked well for you. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. We're here to help anytime. ### 20. I didn't use it a lot. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Carepatron?** It is user friendly, which is very essential in a program. **What do you dislike about Carepatron?** The downsides were that it was sometimes hard to search things up and find what I need. **What problems is Carepatron solving and how is that benefiting you?** It was helping me have set templates for clinical documentation. **Official Response from Carepatron Team:** > Thank you for sharing your feedback. If you’d like help navigating the platform or have questions, our support team is always available through the website or directly from your user dashboard. ### 21. Good-But could be better **Rating:** 3.0/5.0 stars **Reviewed by:** Katherine B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Carepatron?** I love Carepatron's variety of options for free! It really covers all of the bases for my start up business. At this time, I didn't have the funds to pay for an EMR system, and Carepatron took care of that for me! The AI feature is also very helpful. **What do you dislike about Carepatron?** When I go to make a form, and add in various types of questions, the platform moves slower than molasses in winter time. I also find that some of the terminology within the customer support is different than what I am used to. I wish there was a way to input Google forms and docs. **What problems is Carepatron solving and how is that benefiting you?** It is providing me a safe place to send forms to clients for cheap. **Official Response from Carepatron Team:** > We're glad to hear that you're enjoying the variety of options and the AI feature. We apologize for the slow performance when creating forms and any confusion with terminology. We'll work on improving the speed and ensuring clear communication. Thank you for your feedback. ### 22. Carepatron Review **Rating:** 2.5/5.0 stars **Reviewed by:** CONNIE AYE C. | LPC-S, Clinical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Carepatron?** Our agency recently switched to Carepatron. Although we have not fully utilized all of the resources, the pricing plans seem to be less expensive than others. **What do you dislike about Carepatron?** We have not experienced any dislikes as of 06/10/2024. However, we have not fully utilized all of the features. **What problems is Carepatron solving and how is that benefiting you?** We signed up because it appears that Carepatron will help us streamline our client experience. They have documentation templates, billing templates, and telehealth accessibility. **Official Response from Carepatron Team:** > It's great to hear that you see the potential for streamlining your client experience with Carepatron. We're here to support you as you make the most of our documentation, billing, and telehealth features. ### 23. CarePatron is a value tool **Rating:** 2.5/5.0 stars **Reviewed by:** Stephanie H. | Mom, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Carepatron?** Thankfully carepatron is easily accessible, easy to learn and maintain. **What do you dislike about Carepatron?** Thus far we do not have any complaints with the tool, its great. **What problems is Carepatron solving and how is that benefiting you?** Medical billing with updated software is more user friendly. **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron easily accessible and user-friendly. Thank you for sharing your positive experience! ### 24. Low cost is worth it but klunky **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2024 **What do you like best about Carepatron?** The low cost for mental health therapist. The telehealth platform. **What do you dislike about Carepatron?** Its klunky. It doesnt always load real time info after changes made. It makes "saving changes" errors. It multiplied my patients by 3 so have to guess at right option for correct info on file. It doesnt auto run a payment at night after a session. Telehealth doesnt always work or doesnt always work properly (x: audio or video dont work) telehealth screen is odd cut out like part of your face. **What problems is Carepatron solving and how is that benefiting you?** Low cost platform for data. Love the invoice option and send payment link option. Forgot to add in dislike: the notes are strange for a session. The templates are strange. Theres no option to keep a aignature for all notes to add, have to do sognature each time. The signature doesnt allow spaces, it then starts to load and save. Thers no messaging system between patiwnts so I still have to email them to communicate. **Official Response from Carepatron Team:** > Thank you for sharing your experience. We understand the importance of a seamless platform and will work on resolving the issues you've mentioned, including the telehealth functionality and note templates. We value your input as we strive to enhance our services. ### 25. Not a bad option **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Carepatron?** I like that you can customize templates. The free tier is an essential feature to help figure out if it fits for your business or not as there is a small learning curve to get used to. **What do you dislike about Carepatron?** Wish there was another way to integrate different payment processors. I don't use stripe for example. Or a way to mark that a client paid by credit card without having to process through stripe if that makes sense. Is there a way to easily test the experience as a user/client? I had tried to see what my clients were getting and it felt kind of difficult to see what they experience on their side of it. Wish there was a download all button or ability to check multiple client documents to download at once for person back ups. **What problems is Carepatron solving and how is that benefiting you?** It keeps records in one place. **Official Response from Carepatron Team:** > We're glad to hear that you like the customizable templates and find the free tier helpful for your business. We understand the need for flexibility with payment processors and will take your feedback into consideration for future updates. As for testing the user/client experience and downloading client documents, we will look into making these processes more user-friendly. ### 26. Independent Small Health Care Supporters **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Carepatron?** The templates are easy to use and easy to access. **What do you dislike about Carepatron?** Some emails come from various private emails that are not easily recognizable. **What problems is Carepatron solving and how is that benefiting you?** Makes record keeping more organized **Official Response from Carepatron Team:** > We appreciate your positive feedback about our easy-to-use templates. We apologize for any inconvenience caused by emails from private addresses and will strive to make this clearer. It's great to hear that Carepatron is helping you to keep your records more organized. ### 27. Some Expectations Met but Needs More Account Options **Rating:** 3.0/5.0 stars **Reviewed by:** Stephanie P. | Owner, Licensed Chemical Dependency Counselor, Holistic Nutrition Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2024 **What do you like best about Carepatron?** Being able to create, personalize, and share forms and documents. The free membership option is fantastic since I'm a solo practice. **What do you dislike about Carepatron?** I don't need it for scheduling but it still requires that clients store a credit card at sign in. I will not be inviting clients to the portal, unfortunately. **What problems is Carepatron solving and how is that benefiting you?** Having secure storage and resources for clinical documentation and client records. This is essential in a counseling business that must be HIPAA and ethically compliant. **Official Response from Carepatron Team:** > We're happy to hear that our platform is meeting some of your needs. We'll take your feedback about the credit card requirement into account as we continue to improve our services. ### 28. Haven't been here very long, but okay so far and cost effective. Great customer service! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Carepatron?** It is cost effective. Great customer service. **What do you dislike about Carepatron?** Haven't learned of any downsides yet. Hopefully it stays that way! **What problems is Carepatron solving and how is that benefiting you?** Practice management and documentaiton. **Official Response from Carepatron Team:** > Thank you for your positive feedback! We strive to provide great customer service and are pleased to hear that you are satisfied with your experience so far. ### 29. Making information more accessible for decision making **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Carepatron?** The platform was helpful with finding templates that would of otherwise taken me more time to do. For someone working in marketing is very insightful in getting information regarding the health industry to make the right insightful decision **What do you dislike about Carepatron?** Could leverage more AI to go through the database and help outsource information quicker, with a chat bot that can automatically crunch the data for you. **What problems is Carepatron solving and how is that benefiting you?** Easy to use templates and question tailored to you **Official Response from Carepatron Team:** > Thank you for your feedback. We appreciate your suggestion for leveraging more AI to streamline information retrieval. We'll definitely take that into consideration for future improvements. ### 30. Review of Carepatron **Rating:** 3.0/5.0 stars **Reviewed by:** Shelby B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Carepatron?** I would say that Carepatron is a more user friendly platform then some others. It isn't hard to navigate nor is it difficult to figure out. I would personally recommend it. **What do you dislike about Carepatron?** Can get cluttered if used in a hurry or if you do not pay attention **What problems is Carepatron solving and how is that benefiting you?** The platform can be beneficial if you are paying close attention, as you should be, due to the user-friendly state. **Official Response from Carepatron Team:** > Thank you for your feedback. We understand the concern about clutter and will take it into consideration for future improvements. ### 31. New to the service **Rating:** 3.0/5.0 stars **Reviewed by:** Wendy S. | Mental Health Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Carepatron?** I like that paperwork can stay on their server and organized so that it is easy to find what is needed. **What do you dislike about Carepatron?** There are some bugs that need to be worked out, but the adminstrators are open to feedback and very helpful **What problems is Carepatron solving and how is that benefiting you?** Having everything in one platform helps things to be easier for clientsand reduces adminstrative work on me **Official Response from Carepatron Team:** > Thank you for your feedback! We're committed to resolving any bugs and making sure our platform is user-friendly for both clients and administrators. ### 32. Great for Practictioners **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Carepatron?** I liked how user-friendly Carepatron was! Everything is easy to implement and integrate into your practice. Customer Support is very friendly and send many email updates. **What do you dislike about Carepatron?** The only downside for me was that it is geared more toward licensed therapists. It had more features than I used. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is great for documenting appointments! That is probably one of the things that I liked most! **Official Response from Carepatron Team:** > Thank you for your feedback! We understand that Carepatron may have more features than some users need, and we appreciate your input on how we can improve our platform. ### 33. Easy to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Carepatron?** Templates are very helpful for creating treatment plans **What do you dislike about Carepatron?** Not super intutive in terms of navigating the platform. Not sure how it would integrate with billing systems. **What problems is Carepatron solving and how is that benefiting you?** Easy to use templates for treatment planning **Official Response from Carepatron Team:** > We're glad to hear that you find our templates helpful for creating treatment plans. We appreciate your feedback about the platform's navigation and integration with billing systems, and we will take that into consideration for future improvements. ## Carepatron Discussions - [How has Carepatron’s free tier worked for you, and what logistics were hardest to figure out?](https://www.g2.com/discussions/how-has-carepatron-s-free-tier-worked-for-you-and-what-logistics-were-hardest-to-figure-out) - 1 upvote - [View Carepatron pricing details and edition comparison](https://www.g2.com/products/carepatron/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+08%3A42%3A44+-0500&secure%5Bsession_id%5D=35a8ab74-5994-4e39-8703-7dd637e2a989&secure%5Btoken%5D=a7b923eabc68ca07cfb28ce81965a2d4c41b4dd835f674c6039aba46d579585d&format=llm_user) ## Carepatron Integrations - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [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) - [Squarespace](https://www.g2.com/products/squarespace/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) - [Upheal](https://www.g2.com/products/upheal/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Carepatron Features **Additional Functionality** - Patient Records Management - Pre-Appointment Screening - EMR/EHR - Calendar Management - Third-Party Integrations - SMS Messaging - Customizable Branding - Broadcast Messaging - Commenting/Notes - Cancellation Management - Room Scheduling - Billing & Invoicing - Email Marketing - Faculty/Staff Management - Recurring Appointments - AI Copilot - Multiple Appointment Types - API - Alerts/Notifications - No-Show Tracking - Patient Portal - Multi-Physician - Payment Processing - Wait List Management - Electronic Signature - Task Management - Reporting/Analytics - Patient Communications - HIPAA Compliant - Prescription Renewal - Patient Questionnaires - Insurance Eligibility Verification - Patient Intake - Multi-Location - Virtual Meetings - Approval Process Control - Check-in/Check-out - Mobile Access - Generative AI - Reminders - Online Scheduling **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 - Claims Management - Appointment Management - Wait List Management - Assessment Management - Referral Management - Patient Records Management - Bed Management - Workflow Management - Task Management - Document Management - Calendar Management - Compliance Management - Employee Management - Case List Management - Case Management **Clinical Workflow Management** - Multiple Medical Provider Access - Clinical Documentation - Mobile Access - Historical Reporting - For Primary Care - For Urgent Care - Clinical Care **Patient-Centered Functions** - Online Presence Management - Patient Portal - Patient Communications - Third-Party Integrations - Compliance Management - Multi-Channel Communication - Calendar Management - Patient Records Management - Campaign Management - Appointment Management - Self Service Portal - Intake Management - Records Management - Claims Management - Document Management - Invoice Management - Forms Management **Operations Management** - Administrative Processes - Back Office Processes - Workflow Coordination - Practice Specialty Support **Technology** - Telecommunications - Low Bandwidth Support - EHR Integration - Third-Party Integrations **Administrative** - Workflow Management - Billing - Security and Authorization - Practice Management - Compliance - Insurance Management - Appointment Scheduler - Patient Portal - HIPAA Compliance - Records Management - Calendar Management - Registration Management - Community Management - Client Management - Template Management - Communication Management - Appointment Management **Administrative Tools** - Insurance and Billing - Appointment Scheduling - Business Intelligence and Reporting - Document Management - Workflows - Automated Scheduling - Task Scheduling - Calendar Management - Claims Management - Patient Records Management - Booking Management - Communication Management - Registration Management - Availability Management - Appointment Management - Client Management - Dental Practice Management - Inventory Management - User Management - Patient Management **Agentic AI - Medical Billing** - Natural Language Interaction **Additional Functionality** - GDPR Compliance - SMS Messaging - Activity Tracking - Treatment Planning - Activity Dashboard - Candidate Profiles - Progress Notes - Multi-Factor Authentication - Billing & Invoicing - Charting - Case Notes - Graphical Data Presentation - Progress Reports - Reminders - Alerts/Notifications - AI Copilot - HIPAA Compliant - Electronic Signature - Mobile Access - Reporting & Statistics - Third-Party Integrations - Generative AI - Eligibility Verification - API - Clinical Assessment Tool - Patient Intake - Multi-Location - Medical History Records - Client Chart Audit Tools - Telemedicine - Payment Processing - EHR/EMR Integration - Self Payment - Role-Based Permissions - Customizable Forms - Surveys & Feedback - Goal Setting/Tracking - Self Service Portal - Group Notes - Authorization Tracking - Level of Care Evaluation - Team Notes - Patient Engagement **Additional Functionality** - Workflow Management - Charting - Practice Management - Secure Data Storage - Customizable Dashboard - Generative AI - Scheduling - Invoice History - HIPAA Compliant - Electronic Payments - Online Intake Forms - Dunning Management - Records Management - Reminders - Credit Card Processing - Accounting - Document Management - E-Prescribing - Remittance Advice - PACS Integration - Customizable Templates - Historical Reporting - Compliance Tracking - Billing & Invoicing - Claims Management - Data Import/Export - Live Chat - Code & Charge Entry - Financial Management - Reporting & Statistics - Claims Scrubbing - Quotes/Estimates - Activity Dashboard - Customizable Reports - API - Self Service Portal - Real-Time Reporting - Appointment Management - Insurance Eligibility Verification - Real-Time Data - Forms Management - AI Copilot - Revenue Management - Multi-Location - Payment Collection - Customer Database - Calendar Management **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management - Telemedicine Integration - Claims Management - Documentation Management - Revenue Management - Patient Records Management - Document Management - Invoice Management - Medication Management - Task Management - Care Plan Management - Calendar Management - Communication Management - Prescription Management - Inventory Management - Forms Management - Image Management - Practice Management - Intake Management - Appointment Management - Lab Order Management - Configurable Workflow - Formulary Management - EMR/EHR - Clinic Interoperability - Compliance Management - Records Management - Template Management - Registration Management - Referral Management - Case Management - For Pain Management - Escalation Management - Queue Management - In-Patient Management **Operations** - Workflow Management - Interoperability - Digital Intake Forms - EHR Integration - Patient Intake - Patient Engagement - Care Plan Management - Communication Management - Customizable Forms - Care Summaries - EHR-Agnostic - Assessment Management - Social Media Integration **Added Efficiencies** - EMR/EHR - Compliance - Medical Billing - Patient Information Management - Medical Billing - Third-Party Integrations - Data Integration - Tax Management - Expense Management - Claims Management - Fixed Asset Management - Materials Management - Cash Management - Workflow Management - Subscription Management - Invoice Management - Audit Management - Availability Management - Employee Management - Insurance Management - Practice Management - Care Plan Management - Appointment Management - Compliance Management - Records Management - Document Management - Calendar Management - Assessment Management - Template Management - Patient Records Management - Inventory Management - Communication Management - EMR/EHR - Forms Management - Contact Management - Accounting Integration - Out-Patient Management - Payroll Management - Physician Management - Registration Management - Task Management - Policy Management - Revenue Management - In-Patient Management - Lab Information Management - Bed Management - Patient Flow Management - Vaccine Management - Financial Management - Telemedicine Integration **Administration** - Practice Branding - Practice Specific - Charting And Documentation - Multi-Provider Practice **Financial Tools** - Accounting - Payment Processing - Electronic Payments **Generative AI** - AI Text Summarization **Additional Functionality** - Compliance Tracking - Self Service Portal - Document Storage - Activity Tracking - Charting - Reporting & Statistics - API - HIPAA Compliant - Activity Dashboard - Appointment Scheduling - Customizable Reports - Real-Time Updates - E-Prescribing - Scheduling - Pharmacy - Generative AI - AI Copilot - Real-Time Data - Data Import/Export - Client Portal - Real-Time Reporting - Automated Scheduling - Multi-Location - Alerts/Notifications - Order Entry - Access Controls/Permissions - Customizable Templates - Reminders - Project Accounting - Medical Coding - Payment Processing - Payment Reconciliation - Approval Process Control - Revenue Recognition - Resource Allocation & Planning - General Ledger - Mobile Access - Purchasing & Receiving - For Medical Purposes - Secure Data Storage - Financial Reporting - Accounts Payable - Accounts Receivable - Budgeting/Forecasting - Financial Analysis - Electronic Payments - Patient Scheduling - Live Chat - Patient Engagement - Physician Scheduling - Multi-Physician - Patient Portal - Telemedicine - Insurance Eligibility Verification - Claims Scrubbing - Patient Intake - Clinic Interoperability - SOAP notes - Billing & Invoicing - Task Scheduling - Chat/Messaging - Goal Setting/Tracking - For Occupational Therapists - Progress Tracking - Progress Reports - Mobile Alerts - Customizable Forms - Drag & Drop - Waiting Time Tracking - Document Templates - Patient Monitoring - Customer Database - Real-Time Notifications - Monitoring - Patient Location Tracking - SMS Messaging - Contact Database - Surveys & Feedback - Real-Time Monitoring - Clinical Notes - Credit Card Processing - Growth Charts - Scheduled/Automated Reports - Immunization & Allergy Tracking - Medical History Records - Treatment Planning - Coding Assistance - Email Reminders - Availability Indicator - For Podiatrists - Online Intake Forms - Customizable Fields - Imaging and X-rays - Calendar Sync - Customizable Branding - Facility Scheduling - Referral Tracking - For Speech Therapists - Historical Reporting **Additional Functionality** - Reminders - Charting - Progress Tracking - Allergen Tracking - Health Coaching - Customizable Templates - Credit Card Processing - Activity Tracking - Billing & Invoicing - Generative AI - Chat/Messaging - Nutrition & Ingredient Labels - AI Copilot - Mobile Alerts - Push Notifications - Activity Dashboard - Fitness Assessments - Reporting & Statistics - Food Tracking - Historical Reporting - Electronic Payments - Multi-Language - Medical History Records - Dietary Analysis - Third-Party Integrations - Nutrition Program - Nutrient Database - Nutrition Analysis - Meal Planning - Nutrition Log - Contact Database - Multi-Location - HIPAA Compliant - Goal Setting/Tracking **Compliance** - HIPAA Compliance - State Regulation Compliance **Clinical Tools** - Treatment Planning - Patient Portal - Patient Engagement - Dental Imaging - e-Prescribing - Document Imaging **Generative AI** - AI Text Summarization - Generative AI **Agentic AI - EHR** - Autonomous Task Execution **Additional Functionality** - Quality Assurance - For Anesthesiologists - Data Collection - AI Copilot - Preoperative Modules - Generative AI - ICD-10 Compliance - Intraoperative Charting - EHR/EMR Integration - Templates - Patient Communications - Reporting & Statistics - Compliance Tracking - Customizable Templates - Customizable Forms - Multi-Location - Voice Recognition - API - Activity Dashboard - E-Prescribing - Billing & Invoicing - ONC-ATCB Certified - Referral Tracking - Claims Scrubbing - Electronic Payments - Insurance Eligibility Verification - Coding Assistance - Meaningful Use Certified - Live Chat - HIPAA Compliant - Treatment Planning - Charting - Patient Portal - For Cardiologists - Reminders - Customizable Reports - Appointment Scheduling - Third-Party Integrations - Monitoring Device Integration - Patient Intake - Decision Support - Progress Notes - For Dermatologists - Data Import/Export - Lab Integration - Telemedicine - Medical Billing - Reporting/Analytics - Audit Trail - Medication Database - Clinical Notes - Handwriting Recognition - Imaging and X-rays - File Sharing - Patient Scheduling - Immunization & Allergy Tracking - Order Entry - Outcome Assessment Tools - Alerts/Notifications - Initial Assessments - Family History Tracking - Annotations - Diagnostic Reports - Growth Charts - Customizable Tests - Patient Engagement - EDI - For Family Medicine - Medication History - For Substance Abuse Therapy - For Mental/Behavioral Health - Confirmations/Reminders - Medication Alerts/Warnings - Mobile App - Therapy Notes - Electronic Signature - For Group Therapy - For Neurologists - Speech Recognition - Hardware Integration - For Obstetrics & Gynecology - Diagnostic Imaging - Patient Education - Patient Questionnaires - Patient Monitoring - Task Scheduling - For Ophthalmologists - SOAP notes - 3D Imaging - For Orthopedics - PACS Integration - Electronic Prior Authorization - Analytics - Vitals Tracking - For Podiatrists - Medical History Records - Automatic Transcription - Case Notes - Self Service Portal - Access Controls/Permissions - Third-Party Integration - Scheduling - For Psychiatrists - Self Check-In/Check-Out - Urgent Care Templates - Digital Signature - Lab Results - Payment Processing - Data Security - Drug Reference Database - Accounting - For Urologists - Collaboration Tools - Web-based Deployment **Additional Functionality** - Reminders - Third-Party Integrations - Customer Database - Email Reminders - Web Forms - Activity Tracking - Billing & Invoicing - SSL Security - Activity Dashboard - Alerts/Escalation - Alerts/Notifications - Reporting & Statistics - Customizable Templates - Customizable Reports - Access Controls/Permissions - Referral Tracking - Live Chat - Multi-Location - Drag & Drop - HIPAA Compliant - Charting - Customer History - SMS Messaging - Document Storage - Imaging and X-rays - Document Templates - Generative AI - API - AI Copilot - Data Synchronization - Confirmations/Reminders - Scheduled/Automated Reports - Progress Notes - For Dental Practices - Orthodontic Charting - Voice Capture - Annotations - Role-Based Permissions - Progress Tracking - Comparison View - Hands-Free Charting - Periodontal Charting - Patient Communications - EMR/EHR **Additional Functionality** - Scheduling - Contact Database - Document Storage - Activity Tracking - AI Copilot - Billing & Invoicing - Customizable Fields - Automated Scheduling - Referral Tracking - Reporting & Statistics - Marketing Automation - Reminders - Alerts/Notifications - Customizable Templates - Mobile Access - Monitoring - Audience Targeting - Live Chat - Task Progress Tracking - Predictive Analytics - Task Scheduling - For Healthcare - Multi-Location - Chat/Messaging - Customizable Reports - HIPAA Compliant - Charting - Forecasting - Patient Education - Electronic Payments - Multi-Language - Patient Questionnaires - Onboarding - Confirmations/Reminders - Appointment Scheduling - Real-Time Data - Sentiment Analysis - Activity Dashboard - Real-Time Analytics - Medication History - Online Refills - Messaging - Video Conferencing - Real-Time Monitoring - API - Prescription Renewal - Customizable Branding - Historical Reporting - Mobile Alerts - Lab Results - Telemedicine - One-to-One Messaging - Patient Monitoring - Health Record Access - Medical Billing - Customer Database - Bill Payment - For Medical Purposes - Electronic Signature - Two-Way Audio & Video - Video Consultations - Secure Messaging **Additional Functionality** - Customizable Templates - Communication Management - Document Storage - Self Service Portal - Activity Dashboard - Compliance Management - For Medical Purposes - Appointment Scheduling - Softphone - Chat/Messaging - Reminders - Records Management - AI Copilot - Secure Data Storage - Remote Treatment Planning - Surveys & Feedback - Customizable Forms - Video Conferencing - Appointment Management - Multi-Location - Mobile Alerts - Practice Management - Billing & Invoicing - Reporting & Statistics - Charting - Generative AI - API - Email Reminders - Confirmations/Reminders - Online Forms - Claims Management - File Sharing - Electronic Payments - Calendar Management - Payment Processing - One-to-One Messaging - HIPAA Compliant - Alerts/Notifications - Live Chat - Monitoring - Client Portal - Medical Billing - Workflow Management - Scheduling - Virtual Waiting Room - Mobile Access - E-Prescribing - Two-Way Audio & Video - Document Management ## Top Carepatron Alternatives - [Practice Better](https://www.g2.com/products/practice-better/reviews) - 4.7/5.0 (298 reviews) - [Epic](https://www.g2.com/products/epic/reviews) - 4.2/5.0 (896 reviews) - [ModMed](https://www.g2.com/products/modmed/reviews) - 4.5/5.0 (362 reviews)