Carepatron Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like that Carepatron is very user-friendly. I don't have much experience with EHR systems, but it makes it very easy for me. It didn't take me long to figure out things, like how to submit intakes, and it's easy for my clients to use, which is super important. I also appreciate that I can share things with my team of about 10 people. We can share templates that we all use together, coordinate things, and see each other's schedules. I like the scheduler feature too because I can create my availability and the scheduler can add clients to my caseload. It's also super simple to do billing because clients can store their card on file. Review collected by and hosted on G2.com.

I'm not a fan of the AI system in Carepatron. Review collected by and hosted on G2.com.

I appreciate that Carepatron brings everything I need in an EHR system together in one place. Not having to pay for a separate HIPAA-compliant messaging platform, telehealth platform, or billing software is a big part of what made me choose Carepatron. The scheduling feature also integrated easily into my website, which was a relief since I’m not especially tech-savvy. On top of that, it’s one of the most affordable options on the market, which obviously doesn’t hurt. Review collected by and hosted on G2.com.

It feels like a big learning curve to figure out all of the features of Carepatron and adjust to a new EHR. However, I think that would be the case with any other EHR I chose. The Carepatron team offers a lot of support getting set up though, so even that isn't too much of an issue. Review collected by and hosted on G2.com.

I really appreciate Carepatron's ability to create transcripts and decide how I want those notes written, which is very important to me. It's seamless and smooth. I also like that I can upload separate recordings which Carepatron then turns into transcripts and progress notes. The calendar feature is great, especially since I work with clients in different time zones; it's natural and makes it easy to set convenient times that appear in the correct time zones for my clients. I value the new features like interview summaries and templates—it means I don't have to sift through notes to stay updated. Being able to set my own templates is another plus. The reliability of the system lets me move between clients without worrying about the paperwork, and it's affordable, especially compared to Simple Practice. Review collected by and hosted on G2.com.

I'm an IFS counselor and it's very important that my progress notes aren't just out-of-the-box. They need to be very specific to the kind of work that I do. Review collected by and hosted on G2.com.

I find Carepatron very user-friendly, which is great because everything is exactly where I feel it should be. I really like the AI notetaker facets, which are very helpful. I appreciate how it combines all the clinical notes for each client, making it easy to find information when I need it. This really streamlines the process for me, especially when I'm in a hurry. The initial setup was easy, and as a new clinician, this user-friendly experience is proving beneficial as I grow my practice. Review collected by and hosted on G2.com.

I think it would be nice to be able to record not only the audio but also the video of clinical sessions. Being able to get a client's recording with consent would just make it a lot easier and integrated so that it doesn't seem awkward to ask for that during virtual sessions. Review collected by and hosted on G2.com.

hat I like most about Carepatron is that it combines the core functions of running a healthcare practice into a single platform instead of requiring multiple separate systems. For many practices, that can simplify day-to-day operations and reduce administrative work.

Some standout features include:

All-in-one platform: Appointment scheduling, online booking, telehealth, clinical documentation, billing, payments, messaging, and patient records are all integrated.

AI-powered documentation: The AI Scribe can draft clinical notes during or after appointments, helping clinicians spend less time on paperwork while still reviewing and approving the final documentation.

Built-in telehealth: Virtual visits are integrated directly with patient records and notes, eliminating the need to switch between video conferencing and an EHR.

Automation: Appointment reminders, intake forms, invoices, and payment follow-ups can be automated, reducing manual administrative tasks.

Security and compliance: Carepatron states that it is HIPAA-audited, SOC 2 Type II, GDPR, and PIPEDA compliant, with encrypted patient data storage.

Accessibility: It's cloud-based and designed to work across desktop and mobile devices, making it easier to access records from different locations.

For a growing organization like the healthcare network you've been planning, the biggest advantage would likely be having scheduling, patient communication, documentation, billing, and telehealth managed within one ecosystem rather than coordinating several separate vendors. That can make onboarding staff and scaling operations simpler. Review collected by and hosted on G2.com.

While Carepatron has a lot of strengths, there are some limitations that users commonly mention. Whether these are deal-breakers depends on the size and complexity of the practice.

Some of the most frequently reported drawbacks include:

Limited integrations. Users have noted that Carepatron doesn't integrate with as many third-party applications as some larger EHR platforms, making it harder to connect with certain accounting, CRM, or automation tools.

Payment processing limitations. Some practices have reported restrictions with payment options or international payment support, which can be challenging for organizations serving clients across multiple countries.

Video visit performance. While the built-in telehealth feature is convenient, some users have experienced occasional lag, connectivity issues, or video quality problems and have opted to use Zoom or Google Meet instead.

Customization. Although templates are available, some users feel forms, intake documents, workflows, and reports aren't as customizable as they'd like.

Billing and reporting. Some reviewers mention that billing workflows and financial reporting can be confusing or less robust than dedicated medical billing systems.

Frequent updates. A few users appreciate continuous improvements but say updates can occasionally change familiar workflows or introduce temporary issues.

If I were evaluating Carepatron for a multi-specialty organization like the type of healthcare network you've been designing, my biggest concerns would be:

Whether it has enterprise-level scheduling and workflow management for multiple locations.

How well it supports complex billing and insurance operations.

The depth of its API and integration capabilities with laboratories, imaging centers, pharmacies, and other healthcare systems.

Scalability for hundreds of providers and staff.

For a small to midsize practice, Carepatron is generally viewed as a strong value because it offers many features at an affordable price. For large health systems or rapidly expanding organizations, it's worth carefully evaluating whether its integration, reporting, and enterprise capabilities match your long-term needs before committing. Review collected by and hosted on G2.com.

I really enjoy Carepatron's virtual interface for patient care, as it allows patients to access services they might not otherwise have due to their location. The AI-assisted note writing is a massive help, taking a lot of the administrative burden off my shoulders and letting me integrate my ideas seamlessly. The calendar function is clear, organized, and intuitive, making virtual appointments easy. What I like most is its all-in-one package capability, where meeting virtually with a client and AI-enhanced note taking come together in a streamlined, inclusive experience. It's pretty easy to toggle between different functions, and the ease of initial setup was incredible; everything felt intuitive and seamless with no steep learning curve. Review collected by and hosted on G2.com.

Carepatron can be a bit glitchy sometimes, especially during virtual sessions. If the client is using their cell phone, sometimes the reception isn't great, and if they get a text or call, it can disconnect and reconnect us. Occasionally, there's an issue where both the client and I are waiting on each other in the waiting room, thinking the other hasn't shown up. Sometimes there are glitches where we can't hear each other, but usually, we can disconnect and reconnect to fix it. How you enter the session might also affect the connection, like whether you click on a waiting notice versus going directly from the calendar. Review collected by and hosted on G2.com.

I think Carepatron is a great tool for a new practitioner like me. The main features such as billing, booking, and calendaring are beneficial and they help me find my bearings and learn the pathways through utilizing a tool like this as a new telehealth provider. It's teaching me as I go, and I'm able to use them in conjunction with each other with great ease. It's cost-efficient at my entry-level while I'm getting my practice running. Review collected by and hosted on G2.com.

I think Carepatron could use more video tutorials. During the setup, I faced some challenges, like whether to set up under my name or my LLC since I don't have a business bank account. I had to rely on intuition to get through these steps. It would have been helpful if there were clearer explanations or a way to ask questions about the process. I think there might have been a chat tool, but I wasn't directed to it. Review collected by and hosted on G2.com.

I really like CarePatron because it simplifies everything we need it to do, making it a one-stop shop for handling all of our client records and counseling notes. It has streamlined the workload on the office staff by enabling invoicing, accountability, record keeping, and accepting payments, which gives our staff more free time to actually serve our clients. The invoicing system specifically is great because it streamlines our business and allows our employees to focus more on other needs rather than just billing. Setting up CarePatron was relatively simple, and that's a big help for our nonprofit with limited staff. Review collected by and hosted on G2.com.

The software is great, I just wish it was less expensive. Paying by the user is fine, but a non-profit is always looking for savings so that they can spend their dollars on the needs of our clients. Review collected by and hosted on G2.com.

I find Carepatron very convenient and easy to use. It's straightforward to log on through my phone, Safari, or desktop. I especially like the ease of attaching documents to files. Since I'm often on the go, being able to access the platform from either a phone or desktop streamlines my workflow considerably. The client reminders and scheduling features are also helpful, as they prevent clients from forgetting appointments and automatically sync with my Apple calendar. Review collected by and hosted on G2.com.

I haven't tried any AI components of Carepatron, so I can't comment on that. It would be great if there were better video calling abilities since I currently connect to Doxy for that feature. More templates stored through the library would also be helpful. Additionally, I would change the payment processing feature. Review collected by and hosted on G2.com.