Carepatron Reviews & Product Details

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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

{"I don't like how when I try to copy a question to paste onto something else, it doesn't copy."} Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.