--- title: Carepatron Reviews meta_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 698 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: 698 scale: '5' date_modified: '2026-08-09' 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:** 698 ## 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. Scheduling, Booking Links, and Templates That Make Appointments Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Carepatron?** I like the scheduling features and appointment reminders. I like clients ability to schedule with me through a booking link. I like the documentation templates. **What do you dislike about Carepatron?** I dislike the inability to customize reminder text/email content. **What problems is Carepatron solving and how is that benefiting you?** Carepatron makes communication/coordination with clients more seamless. **Official Response from Carepatron Team:** > Thanks for sharing your feedback. You can customize appointment reminder content within Carepatron, including the text and email messages sent to clients. This guide walks through how to set it up step by step: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders If you would like help adjusting your reminder templates or exploring other ways to tailor your communication, the Carepatron customer team will gladly assist. Please feel free to reach out anytime. ### 2. For a starter this is a great tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Hauwa B. | Lead psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Carepatron?** Brings everything a starter needs together in one place. Makes your business run easily and smoothly every day. Because it has a free version, you can start and get your footing well before advancing to the paid version when your practice is sufficiently grounded. It's easy to use and navigate compared to other ones I tried, except for one. **What do you dislike about Carepatron?** It has only Stripe as its payment processing provider. Would be nice if they had other options integrated like paypal, paystack, etc. **What problems is Carepatron solving and how is that benefiting you?** It making my practice run smoothly. My admin just thrives easily with this, and I am able to manage my clients all in one place. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear Carepatron has been a strong all-in-one solution as you get your practice off the ground. We appreciate your note about payment options. Expanding beyond Stripe is something we're actively considering as we continue to grow. If you have any questions or need support, feel free to reach out through the website or your User Dashboard. We're here to help. ### 3. Great support and straightforward software **Rating:** 5.0/5.0 stars **Reviewed by:** Sara T. | Clinical Counsellor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Carepatron?** The customer support and onboarding process is amazing. I've tried multiple practice management software for my private practice and Carepatron is by far the most helpful. The AI scribe feature took me a while to figure out but with a little help from Jamie, I was able to get an awesome template to work for me. **What do you dislike about Carepatron?** I would like more options to personalise invoicing and have the option to automatically calculate the results from clinical assessments I send to people. Having an expense tracking option would also be cool. **What problems is Carepatron solving and how is that benefiting you?** The AI scribe and smart templates are all on the platform so I don't need to switch between multiple software. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear the onboarding and support have made a positive difference and that Carepatron has been the most helpful option for your private practice so far. It's great to know the AI scribe is now working well with your template. Appreciate your suggestions on invoicing, assessment automation, and expense tracking. These are all valuable ideas, and we're always working to improve the platform based on feedback like yours. If you ever need anything or want to share more, feel free to reach out through the website or your User Dashboard. We're here to help. ### 4. User-Friendly and Cost-Effective for School Counselors **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle B. **Reviewed Date:** October 09, 2025 **What do you like best about Carepatron?** I love that setting up Carepatron was a breeze, with an intuitive interface and excellent templates. The ease of making student notes and HIPAA compliance are invaluable to me as a school counselor. I also appreciate being able to pull and edit previous templates seamlessly. **What do you dislike about Carepatron?** I wish that when I go to retrieve a template or start a new note, it only lets me access the previously accessed template. I wish it was a drop-down menu where I could choose from different templates to use as a student note. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to simplify student note-taking with its HIPAA compliance and intuitive templates, enhancing my workflow as a school counselor. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has been a helpful and user-friendly tool for your work. We appreciate your feedback around template access when starting new notes. It's a great suggestion and something we're looking at as we continue to improve how templates are managed and used. If you need anything at all, feel free to reach out to the Support Team via the website or your User Dashboard. We’re always here to help. ### 5. Seamless and Intuitive Experience from Start to Finish **Rating:** 5.0/5.0 stars **Reviewed by:** Jamieson C. | Founder and Psychotherapist at Tough Love Counselling, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Carepatron?** Everything is seamless, it's easy to find everything and it's intuitive. **What do you dislike about Carepatron?** Honestly, nothing yet. If I found something I would certainly report it, but customer service has been on top of everything I have thrown at them. **What problems is Carepatron solving and how is that benefiting you?** It handles basically every aspect of my private practice, it's the digital brain and heart of my operation. **Official Response from Carepatron Team:** > Thanks so much for sharing your experience. We’re happy to hear Carepatron feels intuitive and easy to use across the board. It’s great to know things are working well for your practice. If anything ever comes up, don’t hesitate to get in touch with our Support Team through the website or your User Dashboard. We’re always here to help. ### 6. Easy Scheduling and Billing That Keeps Things Simple **Rating:** 4.5/5.0 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?** I like the scheduling and ease of billing **What do you dislike about Carepatron?** Wish forms were easier to use and customize. Some of my pts have issues with filling them out as well. **What problems is Carepatron solving and how is that benefiting you?** Helps streamline the intake process and notes **Official Response from Carepatron Team:** > Thanks for sharing your feedback, we appreciate it. We understand that forms and customization can have a learning curve, especially when you are trying to create a smooth experience for patients completing them. Your feedback is very helpful and we will be sure to pass it along to our product team as they continue improving the forms experience and usability. If you would ever like help setting up forms or improving the patient experience when filling them out, our customer team will gladly assist. ### 7. Efficient Scheduling with Limited Email Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Andrej K. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I like the integration with Google Calendars and the calendar blocking feature. Being able to block off times in my personal calendar and have these reflected in my professional availability is really helpful. **What do you dislike about Carepatron?** I don't like the customization of emails going out to my clients. I would like to be able to change the wording of automated emails, such as receipt emails or reminders. **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps with scheduling, billing, and notes for my counseling practice. **Official Response from Carepatron Team:** > Hi Andrej! Thank you so much for your feedback. We're glad you find Carepatron helpful to your practice. Regarding email customization, we have a guide on how to tweak the automated emails to your liking here: https://help.carepatron.com/en/articles/10906406-inbox-settings If you have concerns beyond what's in this guide, please feel free to reach out to our Support Team via the website or your User Dashboard so that we can assist you further. Always happy to help! ### 8. Excellent Pricing for Solo Practices **Rating:** 4.5/5.0 stars **Reviewed by:** David H. | Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** Pricing model is excellent for solo practices. **What do you dislike about Carepatron?** I had some initial challenges with electronic billing, but support was there and the issue was resolved the next day. **What problems is Carepatron solving and how is that benefiting you?** Offering an integrated platform for scheduling, billing, and tele-health conferencing. **Official Response from Carepatron Team:** > Hi David! Thank you for much for your feedback. We're glad Carepatron, especially our Support Team, was able to assist you through the challenges faced during billing. Should you encounter any more issues, feel free to reach out any time and we'd be happy to help again. ### 9. Cost-Effective and AI-Driven, But Needs Easier Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Danielle L. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I like all the functions of Carepatron as they make my job easier, especially the AI features and different templates. It also helps me by saving on admin time. **What do you dislike about Carepatron?** I find it challenging to transfer my information from therapy appointments to Carepatron. Also, the initial setup of Carepatron was moderately difficult. **What problems is Carepatron solving and how is that benefiting you?** Carepatron provides a cost-effective system with AI and templates that save me on admin time and make my job easier. **Official Response from Carepatron Team:** > Hi Danielle! Thank you for sharing your feedback. Should you still have any issues with setup, kindly reach out to our Support Team via our portal and we'd be happy to assist further. ### 10. Nearly everything I have been looking for! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Owner/Founder, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Carepatron?** I am still in the trial phase of using this platform but I have been searching for awhile now to find a way to keep track of my clients as well as those who have expressed interest in my services in the past so that I can circle back around to them from time to time. I also really needed a place to keep track of all my texts, calls, emails etc and I believe I can do this with a note feature here. Lastly and probably more importantly, is the HIPAA compliance aspect so that I can securely track and log my clients SOAP notes after our sessions. Added bonuses so far are access to thousands of pre-made templates for you to use, the ability to send Intake forms that either synch to a pre-existing client or add a new client for you, tag clients in unique ways and billing! There are many features I likely won't use, such as scheduling, as I rent rooms for my sessions and it isn't a set availability. But so far, my anxiety has lessened so much in this trial and customer support (Marco in particular) has been very helpful to me in answering my dozens of questions! **What do you dislike about Carepatron?** Not having a set way (without a work around) for keeping track of bulk packages. But that's about it for now! **What problems is Carepatron solving and how is that benefiting you?** I broke this down above but client organization that is HIPAA compliant with all forms needed and contact history in one place. **Official Response from Carepatron Team:** > Thanks for your thoughtful feedback. We're really glad to hear Carepatron is helping reduce the stress of managing your client information, communications, and session notes. It's great that features like HIPAA compliance, intake forms, tagging, and templates have been useful during your trial. We appreciate your note about tracking bulk packages. It's a helpful suggestion and something we’ll keep in mind as we continue improving the platform. If you have more questions or need support as you keep exploring, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 11. Simple and effective EHR **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey T. | therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Carepatron?** The price cannot be beat, actually free until you want/need to upgrade. This was great for me starting out as I felt like I had a lot of costs before earning any money from my new private practice. I have used the help/tech support a few times and the onboarding call which were all very helpful with really kind and supportive assistance. **What do you dislike about Carepatron?** I am not sure it is just Carepatron but I cannot link my calendar in the way that I want to with my other platform. It seems like it does link with many of the popular sites though. **What problems is Carepatron solving and how is that benefiting you?** I haven't started with it too much but I am excited about the billing features when I am up and running. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad Carepatron has been a supportive and affordable choice as you start your private practice, and it’s great to hear our team was helpful during onboarding. Regarding calendar syncing, we do support integration with several major platforms. You can follow this step-by-step guide to get everything linked: https://help.carepatron.com/en/articles/6379265-sync-calendar If you need any help along the way, feel free to reach out through the website or your User Dashboard. We're here to assist whenever you need. ### 12. Highly Customizable and Perfect for International Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Carepatron?** It is a great platform that is robustly customizable and international-friendly. **What do you dislike about Carepatron?** Because it is so customizable, there are times where I wish some features would be more stockly available. **What problems is Carepatron solving and how is that benefiting you?** It is giving me a way to collect billing from clients in a way that is integrated with scheduling and documentation records, which feels like a must. It also provides a cost-affordable way to add clinicians who only practice part-time. **Official Response from Carepatron Team:** > Hi there! Thank you so much for your feedback and we're glad to hear how Carepatron helps your practice. We're always looking for ways to improve our platform so we hope you watch our for further improvements and new features in 2026. ### 13. As an occupational therapist with a small-scale private practice, Carepatron fits into my needs. **Rating:** 4.5/5.0 stars **Reviewed by:** Pradeep Chandana G. | Co-Chair (UHC Working Group), Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2025 **What do you like best about Carepatron?** The record-keeping features and the easy access to templates are both very helpful. **What do you dislike about Carepatron?** I don't really dislike it, except that clients occasionally get confused when trying to join online or enrol through the provided link. **What problems is Carepatron solving and how is that benefiting you?** For me, Carepatron's most valuable features are its appointment scheduling, record keeping, and communication abilities. These functions are essential in my daily use of the platform. **Official Response from Carepatron Team:** > Thanks for your feedback. We’re glad to hear Carepatron is fitting well with your practice and supporting your workflow. We’ve noted your comment about client confusion with enrollment and joining sessions. It’s something we’re continuing to improve to make things clearer for clients. If you need anything, feel free to reach out to the Support Team through the website or your User Dashboard. We're always happy to help. ### 14. Good Holistic Solution for Small Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Ian F. | Physician, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Carepatron?** It allows me to schedule patients while maintaining a personal touch and also allows patients the ability to schedule/reschedule themselves which has greatly reduced no shows. Good ease of use for less tech inclined or elderly patients, great customer support **What do you dislike about Carepatron?** Needs a more robust stand alone app for my iOS, also less marketing emails, I am already a customer. **What problems is Carepatron solving and how is that benefiting you?** Documentation on the fly was a problem, it has largely solved that for me. **Official Response from Carepatron Team:** > Thanks for sharing your thoughts. We're glad Carepatron is helping reduce no-shows and supporting both you and your patients with a smooth, easy-to-use experience. It's great to know the platform is working well for your small practice. We appreciate your feedback about the mobile app and emails. We're always working on improvements and your input helps us refine how we support our users. If you ever need anything, feel free to reach out to the Support Team through the website or your User Dashboard. ### 15. Affordable and User-Friendly, But Needs Better Form Options **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about Carepatron?** The price is affordable. The features are easy to use. **What do you dislike about Carepatron?** I would appreciate having the option to select a form and complete it more easily. It would be helpful if there were more choices available for filling out forms. **What problems is Carepatron solving and how is that benefiting you?** It is a relief not to have to handwrite progress notes anymore. I appreciate being able to store all my files in one convenient location. **Official Response from Carepatron Team:** > Hi there! Thank you for your feedback. We're definitely taking note of your concern about having more options for filling out forms. If you have specific requests, we'd love to hear more about it. ### 16. Affordable and Simple, But Customer Service Access Could Improve **Rating:** 5.0/5.0 stars **Reviewed by:** Hope C. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Carepatron?** I like the pricing and the simple layout **What do you dislike about Carepatron?** I don't like that we have to pay for every account even if they are not clinical accounts. I also don't like that I have to schedule an appt to speak to customer service **What problems is Carepatron solving and how is that benefiting you?** EHR and client teleheath for group practices. **Official Response from Carepatron Team:** > Thanks for taking the time to review Carepatron. We’re glad to hear the pricing and clean layout are working well for your practice. We appreciate your thoughts around account billing and support access. Our Support Team is trying their best to get to each and every concern and we'll look into improving our processes based on this feedback. ### 17. Carepatron - easy to learn and cost effective! **Rating:** 3.5/5.0 stars **Reviewed by:** Rita B. | Dietitian/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** low cost, user friendly, great customer service **What do you dislike about Carepatron?** I can't order the flow of my intake forms **What problems is Carepatron solving and how is that benefiting you?** My need for a low cost EMR for my small growing private practice **Official Response from Carepatron Team:** > Thanks for the kind feedback. Great to hear Carepatron is working well for you in terms of cost, ease of use, and support. Totally understand the frustration with not being able to control the flow of your intake forms. We appreciate you flagging it and we'll definitely take note of it as we continuously improve our platform. ### 18. Easy to understand, User friendly Software **Rating:** 5.0/5.0 stars **Reviewed by:** Alisia A. | Clinical Nutritionist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Carepatron?** Carepatron is a great, easy to use EMR software platform that is truly all in one. The platform is incredibly intuitive and easy to navigate, and the navigation videos and demonstrative webinars are really a big help. Carepatron's short youtube videos are very helpful if ever there are unanswered questions, but it has always been very easy to find answers to all my questions with the available ressources. The team is also very available and responsive! Thanks for your help! **What do you dislike about Carepatron?** Nothing yet! I haven't found a downside to Carepatron. **What problems is Carepatron solving and how is that benefiting you?** Note Software and medical billing software, scheduling. **Official Response from Carepatron Team:** > Thanks so much for your kind words. We're really glad to hear Carepatron has been easy to use and that the videos, webinars, and resources have been helpful along the way. It’s great to know you’ve been able to find what you need and that the support team has been responsive. If anything comes up in the future or you have questions, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 19. I just opened my own practice and researched several EHR systems and chose carepatron **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra K. | Licensed Professional Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2025 **What do you like best about Carepatron?** The price, easy to figure out and use, support is helpful and quick, the number of features that are included, it was easy to switch from another EHR. It's been working well for my small solo practice. **What do you dislike about Carepatron?** There are some minor glitches that I've noticed **What problems is Carepatron solving and how is that benefiting you?** An all in one place for me to manage scheduling, clinical documentation, and claims billing, and has its own telehealth video system. This is benefitting me because it's all in one place. **Official Response from Carepatron Team:** > We're happy to hear that Carepatron is working well for your small solo practice. We will take note of the minor glitches you've experienced and strive to improve your experience with our system. ### 20. I love Carepatron! Easy to set up, intuitive to use, and affordable. **Rating:** 5.0/5.0 stars **Reviewed by:** Tamar S. | Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Carepatron?** As a telehealth provider, ease of use, intuitiveness, and affordability all necessary to run my business smoothly. I love that clients can book online, use the service ie see me, and then I have casenotes and invoicing all in the same place. HIPAA compliant AI casenotes are something I particularly appreciate. **What do you dislike about Carepatron?** Haven't found any downsides, which is awesome. **What problems is Carepatron solving and how is that benefiting you?** Providing all aspects of my service in one location. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron is supporting your telehealth practice and making it easier to manage everything in one place. It's great to know features like online booking, invoicing, and AI casenotes are working well for you. If you ever need anything, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 21. Easy tele platform **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa Z. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Carepatron?** website and app are HIPAA compliant 45 min training w live professional ease of clients setting appointments SMS reminders to clients ease of tele- video w click of link can generate invoices via app payment via Stripe is embedded in system compliant w Android devices **What do you dislike about Carepatron?** audio of video calls seems to be low a little difficulty to find the features to change settings **What problems is Carepatron solving and how is that benefiting you?** provides remote patient care compliant w HIPAA **Official Response from Carepatron Team:** > We're really glad to hear you're finding the platform helpful, especially with HIPAA compliance, client scheduling, invoicing, and video features. It's great to know the system is supporting your practice in so many ways. We appreciate your feedback on the audio during video calls and the difficulty locating certain settings. We’re always working to refine the experience and improve usability, and insights like yours are really valuable as we continue to grow. Thanks again for your support! ### 22. Great, affordable EMR for small clinics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Carepatron?** I downloaded at least eight different EMRs to trial for my new private practice. Carepatron was by far the most streamlined and easy to use. It also happens to be the most cost-effective with even the free plan, including the basics clinic would need just to get started. The team has also been very responsive to my startup needs. Highly recommend you give this a try if you’re starting a new practice. It’s something I can definitely see growing with my new business. **What do you dislike about Carepatron?** The mobile experience is better than most of the comparable apps that I’ve tried, however there is some room for improvement. Regardless, it is still very functional on mobile. **What problems is Carepatron solving and how is that benefiting you?** Affordable integration of most features I need to get started with an online practice. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're really glad Carepatron stood out during your search and that it's been a good fit for getting your new practice off the ground. Appreciate your note on the mobile experience. We're continuing to make improvements and your feedback helps us focus on what matters most. If you ever need anything, feel free to reach out through the website or your User Dashboard. We're here to support you as your practice grows. ### 23. ⭐️⭐️⭐️⭐️⭐️ Impressive First Experience with Care Patron! **Rating:** 5.0/5.0 stars **Reviewed by:** Steven B. | Human Resource Information Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Carepatron?** User Interface and Design: The platform is visually appealing, with clean and modern styling that makes navigation intuitive and straightforward. Scheduling and Client Management: Easy-to-use scheduling features that allow for quick booking and clear visibility of client appointments. Secure Documentation: Strong focus on compliance and data security, which is crucial for practice management and maintaining client confidentiality. Streamlined Workflow: The ability to manage clients, documentation, and scheduling all in one place simplifies operations and reduces administrative overhead. Implementation: Very easy setup with a great onboarding setup. **What do you dislike about Carepatron?** Not that much to dislike about it. And Ive been using it for a couple months **What problems is Carepatron solving and how is that benefiting you?** Appointment, contact information and communication. Also the document repo and the super nice notes is awesome **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear the interface, scheduling tools, secure documentation, and all-in-one workflow have been supporting your practice effectively. It's great to know the setup and onboarding process felt smooth as well. If anything ever comes up or you need assistance, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 24. Affordable and Customizable Templates Make a Difference **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** The price and ability to custom the templates. **What do you dislike about Carepatron?** That I can’t put in therapy goals and have it carry over. Also under documents there should be folders to help organize intake vs notes vs assessments so you don’t have to scroll for it. **What problems is Carepatron solving and how is that benefiting you?** Organization for the business **Official Response from Carepatron Team:** > Hi there! Thank you for sharing your feedback. We hear you and we'd be happy to sit down and chat further should you like to elaborate on this concern. Kindly reach out to our Support Team via the website or your User Dashboard and we'd be happy to assist. ### 25. Well priced, good customer support, nimble team **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Carepatron?** I like that for the pricepoint, it does everything that I need it to do; calendar, inbox, sending and receiving documentation, and billing. It was generally intuitive to implement and learn. I like that when I have trouble with something and reach out, I get a response quickly. **What do you dislike about Carepatron?** There have been many kinks and glitches in my experience. Especially with sending intake forms, billing, and my client's patient portal experience. These have been frustrating to handle. **What problems is Carepatron solving and how is that benefiting you?** It is allowing me one place for all of the practice management tools I need to run my practice. **Official Response from Carepatron Team:** > Thanks for the feedback. Great to hear Carepatron covers the core tools you need at a price that works. We're sorry to hear about the glitches with forms, billing, and the client portal. That’s not the experience we want for you or your clients. Rest assured that our team is working hard to constantly improve the platform to avoid these issues moving forward. If you need specific assistance, our support team is always happy to help. ### 26. Carepatron has been a great fit for my solo private therapy practice. **Rating:** 5.0/5.0 stars **Reviewed by:** Shea G. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Carepatron?** Carepatron provides an EHR wherein I can not only keep patient records, but also schedule and initiate video sessions. There are plenty of options to customize templates and other features. **What do you dislike about Carepatron?** I have found it somewhat tricky to know right off what information about patients Carepatron collects and autopopulates into patient files, which means I have had to alter my initial forms slightly after my first patient / collect that info in session. I needed to alter that first casenote to do so. This isn't a big deal, just something to keep in mind! **What problems is Carepatron solving and how is that benefiting you?** Carepatron provides a streamlined EHR perfect for solo private practices. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear Carepatron has been a great fit for your solo practice and that you're making good use of the scheduling, video sessions, and customizable templates. Appreciate your note about the initial setup and how patient information is auto-populated. It's helpful insight, and we'll continue working to make those processes clearer upfront. If you ever need support or want help adjusting forms, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 27. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Tyara R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Carepatron?** I love the colors first of all and the user interface is nice and easy to use as well. I love that it’s an all and one CRM for healthcare and guardianship programs like mine. **What do you dislike about Carepatron?** Honestly there isn’t anything that I found yet. I think it’s awesome **What problems is Carepatron solving and how is that benefiting you?** We have a guardianship businesss and we are very thankful that we have a separate place to log our notes and add new leads, **Official Response from Carepatron Team:** > Thanks for the kind words. We're glad you're enjoying the look and feel of the platform, and that it's been a good fit for your healthcare and guardianship program. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. We're here whenever you need us. ### 28. A service that works the way I do **Rating:** 4.0/5.0 stars **Reviewed by:** Gavin . | Cognitive Behavioural Hypnotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Carepatron?** Everything I need to manage my clients is under one site, no more folders on my computer holding documents. now everything is in the cloud. They have very clear privacy policies and everything syncs up with my email and calendar on my phone so I never miss an appointment. I had a number of queries as I was setting up and the AI assistant was very helpful but when my needs became more technical I was handed over to the customer service team who were super helpful and friendly. Having recently started my practice it is the ideal software for me to use and I can see this being used for every session **What do you dislike about Carepatron?** The form making process is a bit clunky but I fully expect that will improve over time. I feel this is a team that takes customer feedback seriously **What problems is Carepatron solving and how is that benefiting you?** It is a one-stop solution for all my client management needs - instead of running a CMS for keeping up with contacts, record keeping for notes, forms and contracts, everything is in one place, emails to and from the client are linked to their records so I don't have to rely on memory to remind myself of the history of each client **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're really glad Carepatron has helped simplify how you manage your clients and that having everything in one secure place has made a difference for your practice. It's great to hear the sync with your calendar and email has been useful and that both the AI assistant and support team were able to help during setup. Appreciate your feedback on the form-building process. We’re always working to improve based on user feedback, and it's great to know you feel supported by the team. If you need anything or have more ideas to share, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 29. The best software for my practice **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Marcos V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Carepatron?** I love that I can: Book client sessions with a seamless calendar sync Create custom intake forms and wellness plans Track progress with beautiful, professional templates Send secure messages and documents (bye-bye, unencrypted email!) And yes — even accept payments smoothly **What do you dislike about Carepatron?** There is nothing I have found wrong or not useful **What problems is Carepatron solving and how is that benefiting you?** it has all I need in one easy to use software, awesome **Official Response from Carepatron Team:** > Thanks for sharing this. We're really glad Carepatron is supporting your practice across scheduling, documentation, secure communication, and payments. It’s great to hear the tools are fitting into your workflow so smoothly. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. We're always happy to help. ### 30. Carepatron is the best fit so far for my practice. **Rating:** 4.5/5.0 stars **Reviewed by:** Heather G. | Owner, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2025 **What do you like best about Carepatron?** Carepatron is easy to set up and use. It's very straight forward. There are lots of options for customization. My priorities (outside of a HIPAA-compliant platform to store patient data) were customization in scheduling as well as tracking the workflow for each client, which is possible with Tags and Status options. The Community templates are great, and the templates are easily customizable. Customer service has been helpful and timely. **What do you dislike about Carepatron?** When you send intake forms to a client, the box that pops up for you to select them is visually overwhelming and confusing if you have more than a couple of intake forms. I wish it was just a multiple choice list to check-off which forms to send. It was too much for me and it was too much for my staff. I had to spend the entire day merging my various intake forms into one long form. A couple other things would be nice: - If archived clients could be removed from the client list, that would make the client list shorter, you'd have less to scroll through, and it would feel "cleaner" and more organized. - Some type of Administrative Note section (like in Simple Practice) would be nice on each client's page so there would be a dedicated spot for important information for the clinician to see, such as a reminder to get teacher input or a note to hold the report until payment is received. **What problems is Carepatron solving and how is that benefiting you?** The self-scheduling options are customizable, which is important because I want to automate as much as possible. The Tags and Status options are important for tracking where each client is in the workflow. **Official Response from Carepatron Team:** > Thanks for such a detailed and thoughtful review. We're really glad to hear Carepatron has been easy to set up and that it's supporting your key priorities like HIPAA compliance, client workflow tracking, and customizable scheduling. It's great to know the Tags and Status features are working well for your process, and that the community templates have been helpful. We also appreciate your clear and specific suggestions. Your point about the intake form selection pop-up is noted. Simplifying that view to make it more manageable is a great idea, especially for teams. Thanks as well for highlighting the need for client list filtering and an admin note section. Both suggestions are valuable and align with areas we're actively exploring for improvement. If you have more feedback or need support with anything, feel free to reach out through the website or your User Dashboard. We're always here to help and appreciate your continued support. ### 31. Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica A. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Carepatron?** I love the fact that it is very easy to use! **What do you dislike about Carepatron?** I wish that it would give us the opportunity to be able to create templates similar to google form. **What problems is Carepatron solving and how is that benefiting you?** Making forms easy to create and accessible for staff **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear you're finding Carepatron easy to use. Our forms are fully customizable, but we’d love to hear more about what you're looking for in terms of a Google Forms-style setup. If you have specific suggestions, feel free to reach out to the Support Team through the website or your User Dashboard. We’d be happy to chat further and see how we can help. ### 32. Wonderfully flexible and very well supported by actual humans. **Rating:** 4.5/5.0 stars **Reviewed by:** Joe D. | Mental Health Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Carepatron?** It is a very flexible tool with many customization options, but they've somehow made it easy to not use those features if users don't want to. The tool is also very well supported and questions are always resolved within one business day. **What do you dislike about Carepatron?** There is no easy way to download full patient records which could make it extremely difficult to leave the tool given that clinicians must keep records for years. **What problems is Carepatron solving and how is that benefiting you?** It is a great place to manage my therapy clients - their history, medications, close relationships, session notes, billing, etc. It **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear you're finding Carepatron flexible and easy to use, with helpful support when you need it. Regarding exporting patient records, we understand how important that is. You can download full client records easily by following this guide: https://help.carepatron.com/en/articles/9768887-exporting-client-data If you have any questions or need further help, feel free to reach out through the website or your User Dashboard. We're always here to support you. ### 33. Easy to use software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** The software is quite easy to understand and grow comfortable with. It provides everything my small practice needs and more. I didn't need to contact customer support, and found it very easy to integrate and implement in my practice. **What do you dislike about Carepatron?** it can be on the more pricey side especially if you have a large volume of clients. Especially if you are a part time provider and don't need carepatron for daily use. **What problems is Carepatron solving and how is that benefiting you?** Easy to use clinical records management. I didn't use the patient integrations all that much but they are powerful if needed. **Official Response from Carepatron Team:** > We're glad to hear that Carepatron is helping you be more efficient, professional, and accurate. We appreciate your feedback about specific details and tone, and we will work on improving that. Thank you for sharing how Carepatron is benefiting you! ### 34. Excellent Value and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Board Certified Traditional Naturopath, PhD, Board Certified Master Herbalist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Carepatron?** Ease of deployment and use. I literally had it running in a day. **What do you dislike about Carepatron?** nothing so far. I have not had an issue with the features or the staff. **What problems is Carepatron solving and how is that benefiting you?** It makes administration of my practice practically a one man show. **Official Response from Carepatron Team:** > Hi Michael! Thank you so much for your continued support. We hope to be of better service to you and your practice in 2026. ### 35. Excellent EHR for growing private practice **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Elizabeth S. | Clinicial Mental Health Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2025 **What do you like best about Carepatron?** It's affordable, very easy to learn, I like having the ability to edit or upload templates for clients, and being able to add my supervisor to check my notes. It's also very easy to set up invoices and payment options for my clients. I haven't needed to use customer support, but setting up an account was fast and there was a very through walkthrough of how to use the system. I haven't used it alot yet because I am still growing my small pactice, but I check in every couple of days to add new forms and see what worksheets they have for my day job! **What do you dislike about Carepatron?** I actually do not have any complaints right now. It is very affordable and I love the option for integrated HIPAA compliant telehealth! **What problems is Carepatron solving and how is that benefiting you?** Cost! I am very new to starting up my practice so with a very smal budget for my own EHR, this was the best option by far. I actually prefer it over a more expensive one that I had a free trial with. **Official Response from Carepatron Team:** > Thanks so much for your thoughtful feedback. We’re really glad to hear Carepatron has been a good fit for your growing practice. It's great to know you're finding value in the template tools, billing setup, and telehealth features, and that the onboarding process was smooth for you. As you continue to build your practice, feel free to explore more of our resources and features. And if you ever need anything or have questions down the line, don’t hesitate to reach out to our Support Team via your User Dashboard or through the website. We’re always happy to help! ### 36. Excellent service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Carepatron?** One stop for all your needs and so easy to use! **What do you dislike about Carepatron?** Would like a phone number to contact for customer service **What problems is Carepatron solving and how is that benefiting you?** All my needs in one place and so easy to use. **Official Response from Carepatron Team:** > Hi there! Thank you for your feedback. Regarding concerns and other feedback, our Support Team is always available via the website and your practitioners profile to lend a hand. ### 37. Easy to use and helpful followup. **Rating:** 4.0/5.0 stars **Reviewed by:** Leah R. | Board Certified Behavior Analyst/ Certified Behavioral Sleep Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Carepatron?** I like how easy it is to set up and get things going with help options offered and follow up. **What do you dislike about Carepatron?** I haven't found something I don't like yet. **What problems is Carepatron solving and how is that benefiting you?** A place to schedule and document **Official Response from Carepatron Team:** > Thanks for the feedback. We're glad to hear the setup was smooth and that the help options and follow-up have been useful to you. If anything comes up or you need support, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 38. Amazed by the features and affordability **Rating:** 4.5/5.0 stars **Reviewed by:** Eric R. | Clinical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about Carepatron?** The LIVE Chat and ease of use is great. Terrific interface. **What do you dislike about Carepatron?** I'm still waiting to see how the billing feature works. I need A LOT of help with that! **What problems is Carepatron solving and how is that benefiting you?** I'm looking for integrated AI along with an app for my phone. **Official Response from Carepatron Team:** > Thanks for the feedback. We're glad to hear you're enjoying the live chat support and finding the interface easy to work with. If you're needing help with billing, we have a billing webinar available that walks through the process step by step. It’s a great place to start: https://www.youtube.com/watch?v=2LOv7sIlM-I Feel free to reach out through the website or your User Dashboard if you have any questions. We're always here to help. ### 39. Great EMR at half the price of others **Rating:** 5.0/5.0 stars **Reviewed by:** Paul O. | Behavioral Health Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2025 **What do you like best about Carepatron?** A full suite EMR at half the price of popular sites. **What do you dislike about Carepatron?** Learning to use a different system-it takes a little more than more established EMRs. **What problems is Carepatron solving and how is that benefiting you?** Normal, modern day requirements for providing counseling: place to store records, scheduling, telemedicine, documentation, form creation **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you're finding value in Carepatron as a full-featured EMR at a more affordable price point. Getting used to a new system can take a bit of time, and we're here to support you through that process. If you ever need help or have questions, feel free to reach out through the website or your User Dashboard. We're always happy to assist. ### 40. Wonderful place to peruse ideas for creating therapy documents **Rating:** 4.5/5.0 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?** I love that you can download unlimited templates and then tweak them to make them your own and individualize them for your clients! I haven't come across anything like this previously, and it's been SO beneficial for my clients. **What do you dislike about Carepatron?** I wish there were a way to filter duplicate templates and know which one is the finalized version. **What problems is Carepatron solving and how is that benefiting you?** It is helping me find assessments or scales or worksheets that other clincian have found helpful and that have been practiced and used on clients- experience-based **Official Response from Carepatron Team:** > Really appreciate you taking the time to share this. It's great to hear that having unlimited templates and the ability to customize them has been a unique and valuable part of your client work. Your point about filtering duplicates and clearly identifying finalized versions is a smart one. We're always working on ways to make the platform more organized and user-friendly, and feedback like this is incredibly helpful. If anything else comes up or you'd like to share more, feel free to reach out via the website or your User Dashboard. We're here whenever you need us. ### 41. Excellent Software, and can't beat the price! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas J. | Chairman of the Board of Board & Vice President of Medical Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2025 **What do you like best about Carepatron?** I have to admit, I didn't except to say with Carepatron, but the tiers/packages they offer seem to fit any need/any level of practice. Easy to navigate user interfaces for both employees, and clients... and overall extremely well designed and constantly updated for the better. **What do you dislike about Carepatron?** So far I haven't found much I don't like about Carepatron, I think the template integration could be further automated for ez of use, and the patient/provider messaging system could be more streamlined. But still very good for the price range. **What problems is Carepatron solving and how is that benefiting you?** Thus for I have yet to find any issue with Carepatron that needs immediate attention, and anytime I have reach out- their customer service team has been excellent. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear Carepatron has been a good fit for your practice and that the flexible plans, user-friendly design, and ongoing updates have made a strong impression. Appreciate your suggestions on template automation and messaging. We're actively working on improving both areas to make things even more seamless. If you ever have more ideas or need support, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 42. Excellent Platform for a Start up Business and Beyond **Rating:** 5.0/5.0 stars **Reviewed by:** Shantyl O. | Career Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Carepatron?** Everything is included into the software **What do you dislike about Carepatron?** Haven't found anything yet. Customer service has been phenomenal! **What problems is Carepatron solving and how is that benefiting you?** I'm a new small business and it has everything all in one. From booking, intake forms, billing, telehealth. **Official Response from Carepatron Team:** > Really appreciate you sharing your experience. It's great to hear the all-in-one platform is working well for you and that you've had a positive experience with our support team. If anything comes up or you need a hand, feel free to connect with the Support Team through your User Dashboard or on the website. ### 43. An excellent, easy to use, and innovative EMR platform that is perfect for my small practice. **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony S. | Registered Nurse / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Carepatron?** Ease of use and features. The platform is smooth, and we can integrate useful tools. **What do you dislike about Carepatron?** I have not found anything that I dislike about Carepatron as of the moment. Thank you! **What problems is Carepatron solving and how is that benefiting you?** N/A **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear the platform has been easy to use and that the features are supporting your work smoothly. If you ever have questions or need anything, feel free to reach out to the Support Team through the website or your User Dashboard. ### 44. Easily provide documents and prescriptions **Rating:** 5.0/5.0 stars **Reviewed by:** Trinh N. | MD, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Carepatron?** It’s easy to use and has plenty of templates to choose from. It makes running my practice so much easier **What do you dislike about Carepatron?** Nothing. I have not found anything wrong with this software so far **What problems is Carepatron solving and how is that benefiting you?** It’s easy to find patient files **Official Response from Carepatron Team:** > Thanks for the feedback. We're glad to hear Carepatron has been easy to use and is helping simplify the way you run your practice. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 45. Carepatron goes the extra mile **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Carepatron?** Carepatron keeps you updated on every step of the way and the software is user friendly and responsive. **What do you dislike about Carepatron?** The space is to limited and there is no auto generated invoices **What problems is Carepatron solving and how is that benefiting you?** Makes communication with patients families much easier **Official Response from Carepatron Team:** > Thanks so much for your review! We're glad to hear Carepatron’s responsiveness and ease of use have been helpful to your practice. We’re always working to improve the platform, and your feedback around storage and automated invoicing is appreciated. If you ever need assistance or want to explore current invoicing features, feel free to reach out to our Support Team via the website or your User Dashboard. We’re always happy to help! ### 46. Great Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Natasha P. | Signing Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Carepatron?** Makes it easy to provide care and is very easy to use! **What do you dislike about Carepatron?** I don't think I find anything not helpful about Carepatron. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is solving the easiness of management for clients and customers **Official Response from Carepatron Team:** > Thanks for the feedback. We're glad to hear Carepatron has been easy to use and is helping you provide care more efficiently. If you ever have questions or need assistance, feel free to contact the Support Team through the website or your User Dashboard. We're here whenever you need us. ### 47. Adaptable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about Carepatron?** I like that I am able to customize the templates that I already had , and re-customize to meet my needs . I also like the price as a therapist starting out. **What do you dislike about Carepatron?** the small % of an international fee when paying with my business credit card. **What problems is Carepatron solving and how is that benefiting you?** It allows me to store my documentation in one place, maintain by schedule, sync my schedules from multiple platforms which contract with. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad Carepatron’s customization options and pricing have been a good fit as you get your practice off the ground. We appreciate your note about the international fee. While that's typically set by the card provider, we understand how small charges can add up and will keep this in mind as we look at ways to improve the payment experience. If you ever need support or have questions, feel free to reach out through the website or your User Dashboard. We're here to help. ### 48. Great customer service. Has all the features of 2 or more platforms. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Carepatron?** Love the client portal option and the ease of use in creating templates/forms/paperwork. The AI transcripts and notetaking is a massive bonus. Everything is customizable and the customer service is the best I've had in an EHR. **What do you dislike about Carepatron?** The forms section has a lot of options of things that don't apply to me so it gets in my way when looking for what to send a client. but I'll take this extra 10 sec for everything else I get. **What problems is Carepatron solving and how is that benefiting you?** I was able to reduce the number of platforms I was using to one--AI, telemedicine, EHR, and document sharing. **Official Response from Carepatron Team:** > Thanks for the great feedback. We're glad to hear you're finding value in the client portal, customizable templates, and AI tools, and it's especially nice to know the support team has made a positive impression. Appreciate your note on the forms section. We hear you, and we're always looking for ways to make the experience more streamlined while keeping things flexible. If you ever need help finding the right forms or anything else, feel free to reach out through the website or your User Dashboard. We're here to help anytime. ### 49. Quality Program and Affordable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Carepatron?** Budget Friendly Easy to Use Scheduling Offers Easy Billing User Friendly Interface Provided Templates, Assessments, Forms It is an easy to use system, and I use it frequently. **What do you dislike about Carepatron?** Customer Service can be iffy. Some Software Glitches especially with Free Option. **What problems is Carepatron solving and how is that benefiting you?** It makes a streamlined process for me to be able to do a lot of different steps in one affordable program. **Official Response from Carepatron Team:** > Thanks for your feedback. We appreciate your note about customer service and occasional glitches. We're always working to improve the experience across all plans, and your input helps us focus on the right areas. If you ever need anything, feel free to reach out to the Support Team through the website or your User Dashboard. ### 50. Great for teaching **Rating:** 5.0/5.0 stars **Reviewed by:** Kadejah H. | Social worker, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** Care patron was great when I created a curriculum for bachelors level and master level students to keep secure documentation. Care patron helps students to adhere to program standards and client confidentiality. I would recommend this to others as it’s innovative and easy to use. **What do you dislike about Carepatron?** I have no bad feelings about care patron! **What problems is Carepatron solving and how is that benefiting you?** Having a secure place to store notes for students still learning how to professionally operate in the field **Official Response from Carepatron Team:** > Thanks so much for your kind words and thoughtful review! We're thrilled to hear that Carepatron supported your curriculum and helped students stay aligned with program standards and confidentiality requirements. It's great to know the platform has been a useful and secure tool in an academic setting. Also, we really appreciate the recommendation! If you ever have feedback or suggestions as you continue to use Carepatron, we’re always here to listen. ## 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?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+14%3A45%3A07+-0500&secure%5Bsession_id%5D=d5dbae23-2be7-420b-bcd8-168c45cfcd01&secure%5Btoken%5D=1da51e7656564d349f027e7b5782bc9bd6187749af4f72c8b376309b789fd56a&format=llm_user) ## Carepatron Integrations - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Heidi AI](https://www.g2.com/products/heidi-ai/reviews) - [Helcim](https://www.g2.com/products/helcim/reviews) - [IVY Pay](https://www.g2.com/products/ivy-pay/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [SugarCRM Google Calendar](https://www.g2.com/products/sugarcrm-sugarcrm-google-calendar/reviews) - [Zoom 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 **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) - 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