--- title: Carepatron Reviews meta_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 696 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: 696 scale: '5' date_modified: '2026-08-08' 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:** 696 ## 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. Looking for an assessment and found an all inclusive platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Carepatron?** I really like that Carepatron has the ability to store all client data, has access to assessments and other resources, and can link to parents and other contacts. It is one of the easiest platforms I have accidently found. **What do you dislike about Carepatron?** I do not like that when using templates you have to search for them. I think there is a way to make them more accessable but I am not sure how to do that yet. **What problems is Carepatron solving and how is that benefiting you?** Having a number of resources and assessments in one place is very helpful. **Official Response from Carepatron Team:** > Thank you for sharing what you like best about Carepatron, including its ability to store client data, access assessments, and link to contacts. We understand your frustration with the accessibility of templates and will work on making them easier to find in the platform. ### 2. Love Carepatorn **Rating:** 5.0/5.0 stars **Reviewed by:** Shokouh S. | Certified Hypnotherapist & IEMT Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Carepatron?** I like that Carepatorn can do so many things for me. I use it for booking, client management, electronic signing of intake forms, clinical notes, billing, and more. Also love that there is a free plan for businesses that are just starting out. **What do you dislike about Carepatron?** I wish there was a way to favorite the form templates that I use frequently. There are so many templates to choose from, but it is also overwhelming and every time I need my forms, I have to go searching. Also, it would be amazing to be able to pull previous payments from my stripe account. The invoice template for previously paid invoices, could also have more line items, for example for processing fees. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is allowing me to have all the aspects of my client management in one place. **Official Response from Carepatron Team:** > We're glad to hear that Carepatron has been so helpful for your business! We appreciate your feedback about the form templates and invoice templates, and we'll definitely take that into consideration for future updates. Thank you for sharing your experience with us! ### 3. Best software for healthcare startups! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily S. | Director of Rehabilitation, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Carepatron?** As a small business offering mobile physical therapy, services without engaging insurance, Carepatron allows us to keep our visit fees low. We are able to schedule patients and collect payments with ease. **What do you dislike about Carepatron?** The only thing I would like to see, is an option to offer membership plans to patients **What problems is Carepatron solving and how is that benefiting you?** Scheduling, forms, EHR, Payments **Official Response from Carepatron Team:** > We're glad to hear that Carepatron is helping you keep your visit fees low and manage patient scheduling and payments with ease. ### 4. Excellent for Solo Practitioners with Cash Pay Clients **Rating:** 3.5/5.0 stars **Reviewed by:** Missy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Carepatron?** You can customize your forms very easily and see forms that others have created. Billing is very easy once you are linked to Stripe. I have used it in both my counseling and coaching practices. Client can sign their documents through the patient portal. Intakes are very easy to complete. Easily integrates with your email and Zoom. **What do you dislike about Carepatron?** There is no solid way to bill insurance through the platform. So if you are running an insurance-based practice in the USA, you would have to have another platform to run claims. The telehealth function is not great BUT you can integrate Zoom and that works wonderfully. **What problems is Carepatron solving and how is that benefiting you?** An easy, free and compliant way to run a cash pay coaching, consulting and/or counseling business. **Official Response from Carepatron Team:** > It's great to hear that Carepatron is providing an easy and compliant solution for your cash pay business. We understand the importance of insurance billing and telehealth, and we are committed to evolving our platform to address these needs in the future. ### 5. Great budget option for practice management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2024 **What do you like best about Carepatron?** The affordability is what drew me to Carepatron initially as I am a sole practicioner and didn't have the budget for some of the more expensive platforms. I loved that I was able to use CarePatron for free (up to a max storage limit) to try it out before upgrading. I'm a Massage Therapist based in Canada and I mainly use the program for clinical notes and invoicing. I've also recently started using the new custom fillable forms for my initial health intake forms which make things much easier. I appreciate that the developers have been releasing regular updates to improve existing features or introduce new ones. Some of the features have come a long way and are really useful for my practice. Customer service has always been prompt, friendly and generally fantastic! **What do you dislike about Carepatron?** There are still a number of features that need fixing/updating to improve efficiency. For example, customizability/templates for emailing receipts/invoices/intake forms would save me a ton of time manually editing every email I send to clients. I sent Carepatron a list of features that I thought would improve the user experience and some issues I ran into that needed fixing. They were great about responding quickly and did implement many of my suggestions in the following months; however, after about 6 months I'm still waiting for some of the fixes/updates that would further improve the usability of the platform. I know they're growing though and the regular improvements, willingness to hear suggestions and affordability make it well worth sticking with CarePatron! **What problems is Carepatron solving and how is that benefiting you?** I was doing a lot of the administrative aspects of my business manually initially. Shifting over to Carepatron has really helped me streamline my business and save time. **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron to be an affordable and useful option for your practice management needs. We appreciate your feedback on the features that need improvement and are continuously working to enhance the platform based on user suggestions. Thank you for choosing Carepatron for your business! ### 6. Seriously impressed with Carepatron - considering it does everything I need on the free account! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Carepatron?** Tons of free editable templates. Access to the same free account each month that satisfies all my need for my clients. I feel like carepatron is the first medical record keeping application, that actually meets my needs! Very grateful. **What do you dislike about Carepatron?** It's harder to use on your cell phone for video calls with clients *but still not impossible* I still make it work. - I just have been encouraged by carepatrons customer service staff to try my new tablet, it might improve my experience of the app and I believe it. **What problems is Carepatron solving and how is that benefiting you?** I had a problem earlier last year and I emailed the company and they were able to resolve it almost immediately within a few months I had asked for an intake form that could be personalized and they created one as far as I'm concerned! Really appreciate them! **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron! We understand the importance of a seamless mobile experience and are continuously working to enhance it. We appreciate your support! ### 7. Good-But could be better **Rating:** 3.0/5.0 stars **Reviewed by:** Katherine B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Carepatron?** I love Carepatron's variety of options for free! It really covers all of the bases for my start up business. At this time, I didn't have the funds to pay for an EMR system, and Carepatron took care of that for me! The AI feature is also very helpful. **What do you dislike about Carepatron?** When I go to make a form, and add in various types of questions, the platform moves slower than molasses in winter time. I also find that some of the terminology within the customer support is different than what I am used to. I wish there was a way to input Google forms and docs. **What problems is Carepatron solving and how is that benefiting you?** It is providing me a safe place to send forms to clients for cheap. **Official Response from Carepatron Team:** > We're glad to hear that you're enjoying the variety of options and the AI feature. We apologize for the slow performance when creating forms and any confusion with terminology. We'll work on improving the speed and ensuring clear communication. Thank you for your feedback. ### 8. Easy to use practice Management Software for allied health practitioners **Rating:** 4.0/5.0 stars **Reviewed by:** Steven W. | Founder & Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Carepatron?** Get started with a simple-to-use practice management software suitable for solo or small-team allied health practices. **What do you dislike about Carepatron?** Not suitable for practices that bill third parties such as Medicare, NDIS, etc **What problems is Carepatron solving and how is that benefiting you?** Easy online calendar management **Official Response from Carepatron Team:** > Thank you for sharing your experience with Carepatron. We're pleased that you find the software simple to use for managing your practice. Insurance billing is now available on the platform and we hope it proves helpful to your needs. ### 9. easy onboarding **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about Carepatron?** -easy to use video link for the patient side -patients find the onboarding to be easy -sends automated appointment reminders via email and text without extra fees -free account allows pretty much all functions (esp for solo practice) so you can really do a good evaluation of the product for your needs **What do you dislike about Carepatron?** -only uses Stripe for payment, and Stripe bans telemedicine as a "pharmacy-related business" -says it integrates with Microsoft calendar, but it doesn't work -Google calendar sync works, but it reveals your Google email to the patient -intake forms are not sent automatically. you have to do it manually, but I think they are working to get that automated -free account only has 1GB data which can get used up very quickly. -documentation during an actual call is problematic at best -help and support documentation is good, but getting personal help (by email) is slow and not consistent - e.g. I emailed several days ago about my Google email being exposed to patients, and Carepatron support has not gotten back to me yet. **What problems is Carepatron solving and how is that benefiting you?** has scheduling, has automated appointment reminders, has intake forms that you can create as templates and send out to patients, **Official Response from Carepatron Team:** > We're pleased to hear that Carepatron has been beneficial for you and we apologize for the challenges you've encountered other features. Your feedback will help us improve our platform and services for all users. ### 10. Still learning the software, but from what I have learned about it so far it's VERY user friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew T. | Clinical Behavior Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Carepatron?** It's ease of use. Things just "make sense" with respect to how it's organized. I like how simple it is for my clients to use as well when they select a time to meet. HIPPA compliance is a HUGE asset. **What do you dislike about Carepatron?** I wish the calendar section could be color coded based on service being provided or what a client selects. It can be difficult to differentiate between telehealth and in-person based off the dashboard calendar. **What problems is Carepatron solving and how is that benefiting you?** The challenge of organizing my schedule with clients and juggling the administrative component of the job with the actual therapy. **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron. We understand the importance of color coding in the calendar and will explore ways to improve the visual organization of different services and appointments. ### 11. Simple system to use. Good to keep SOAP notes and get reminders to your patient of the appointments. **Rating:** 4.0/5.0 stars **Reviewed by:** Maria de los Angeles C. | Ergonomic Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Carepatron?** It's user friendly, there are lots of videos that show you how to use it. **What do you dislike about Carepatron?** Doesn't fully link to my google calendar, it never shows all the appointments so i have to keep up with two calendars. **What problems is Carepatron solving and how is that benefiting you?** Reminders for patient's appointment, SOAP note storage and secure manangement. **Official Response from Carepatron Team:** > We're happy to hear that Carepatron is meeting your needs for appointment reminders, SOAP note storage, and secure management. We appreciate your feedback about the Google calendar integration, and we'll strive to improve this aspect for better integration with your existing calendar system. ### 12. Carepatron Review **Rating:** 2.5/5.0 stars **Reviewed by:** CONNIE AYE C. | LPC-S, Clinical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Carepatron?** Our agency recently switched to Carepatron. Although we have not fully utilized all of the resources, the pricing plans seem to be less expensive than others. **What do you dislike about Carepatron?** We have not experienced any dislikes as of 06/10/2024. However, we have not fully utilized all of the features. **What problems is Carepatron solving and how is that benefiting you?** We signed up because it appears that Carepatron will help us streamline our client experience. They have documentation templates, billing templates, and telehealth accessibility. **Official Response from Carepatron Team:** > It's great to hear that you see the potential for streamlining your client experience with Carepatron. We're here to support you as you make the most of our documentation, billing, and telehealth features. ### 13. Efficient & Affordable for Small Practices **Rating:** 4.0/5.0 stars **Reviewed by:** Maria D. | Certified Buteyko Clinic Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Carepatron?** As a sole practitioner, affordability is so needed. So is automated processes. Carepatron is both of these. Emails and Text reminders go automatically, clients can make their own appointments, and I can share notes with clients. The ability to create forms that are easily sent to clients to fill out. Add zoom or carepatron video calls. **What do you dislike about Carepatron?** I can't make a very customized schedule- for example I can't pick that I am open certain Mondays. It makes so you are either open or closed every Monday. I can't add payments to an invoice- if the whole invoice is $500 and a client pays $300, I can't post $300 and invoice the balance. I have to delete and create 2 invoices. **What problems is Carepatron solving and how is that benefiting you?** My ability to save time! I was spending so much time with everything and now it much more streamlined. **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron. We understand your concerns about the customized schedule and payment features, and we'll work on improving these aspects to better meet your needs. ### 14. Good care coordination platform, streamlining patient management and interteam coordination. **Rating:** 4.5/5.0 stars **Reviewed by:** Charise S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Carepatron?** I like that the platform is very userfriendly and that the platform has customizable options such as the tags and ability to filter data to allow for tailored workkflows. **What do you dislike about Carepatron?** I personally don't have any dislikes. However, one coworker expressed an inability to see her input after submitting client information. I was able to identify her error, but the platform was not as user friendly to her as a less tech savvy individual. **What problems is Carepatron solving and how is that benefiting you?** Carepatron effectively addresses the challenge of interteam communication by providing a centralized platform for seamless collaboration and recording and alignment on client information, care plans, and outcomes. **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron user-friendly and customizable. We strive to make our platform adaptable to different user needs. ### 15. GREAT system and EXCELLENT support. **Rating:** 4.5/5.0 stars **Reviewed by:** Catherine E. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Carepatron?** I love the notes section and the templates options. I also love the visual design as its easy to follow and look at. Its an easy system to learn and it feels quite fluid with flow. I love the calendar and the booking link that you can set to specific services and also that you can group services under headings. The support from Jamie via email is EXCEPTIONAL and this is what really made me decide to stay with CarePatron. SO helpful and also CarePatron is constantly adding features which I am appreciative of. I also LOVE the privacy of the data. Carepatron is great and it will just keep getting better and better with the ongoing updates and the price is great too. LOVE it. Recommend it. **What do you dislike about Carepatron?** I wish Carepatron directly synced to Ical (Apple calendar) and offered Paypal for payments. I also wish that Carepatron had a way for clients to book multiple sessions if they buy a package e.g. my 3 mth program includes 12 sessions and they have to book each session individually although I can book them on repeat myself so there is a work around. I used to use Scheduling Acuity and something I loved in that and miss was the ability to search for a specific client and all the dates past and present of their appointments which I used A LOT **What problems is Carepatron solving and how is that benefiting you?** The notes system solves the problem of not being able to keep notes private and organised - this gives me peace of mind and saves me time. The booking system is great although it would be better if clients could book multiple appointments in one window and if there were group packages feature so that clients that book 12 coaching sessions can pay and book in one action. **Official Response from Carepatron Team:** > We're delighted to hear that you love the privacy of the data and the ongoing updates to Carepatron. We understand your suggestions, and we will certainly take these into consideration for future improvements. Thank you for recommending Carepatron! ### 16. Smooth and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Nathan P. | Personal Training Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2024 **What do you like best about Carepatron?** Carepatron works really well without all the extra confusion. The integrations were easy to handle and it really helped me get up and running quickly. **What do you dislike about Carepatron?** I dont like how congested the calendar view is. You should be able to adjust visibility to only see the hours you are available. **What problems is Carepatron solving and how is that benefiting you?** Scheduling and keeping up with clients **Official Response from Carepatron Team:** > Thank you for your positive feedback! We understand your concern about the calendar view and will take it into account for future updates. ### 17. Very nice tool for acupuncture **Rating:** 4.0/5.0 stars **Reviewed by:** Nuno G. | Quiropratic and acupuncture, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2024 **What do you like best about Carepatron?** the ease of user and the customer support **What do you dislike about Carepatron?** the email integration could only be possible with google or microsoft **What problems is Carepatron solving and how is that benefiting you?** Scalability, Growth Management, Administrative Overload and Patient Engagement **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron easy to use and that you appreciate our customer support! ### 18. Great Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2024 **What do you like best about Carepatron?** I am currently evaulating Carepatron for use in a respite care service. Currently using the free version but even the paid versions are priced VERY reasonable and are a great value compared to other EHR software. The interface looks great and has many features such as their video call features. The best part of the whole software is their customer support who are VERY responsive and really do try to make the software as best as possible. The amount of work they put into it is phenominal. It was VERY easy to get started with an account and get started. Love the billing support with Stripe as well. **What do you dislike about Carepatron?** Most of the things I don't like are things that are currently in the works to be fixed. Currently does not have 2FA, but I believe it is in the works. The knowledge base is very simple and to the point and wish went into more detail but their support makes up for it. **What problems is Carepatron solving and how is that benefiting you?** Carepatron allows small services/practices have an EHR that does not break the bank. They offer similar service to the "big players" but at an affordable price. I am able to document my meetings with clients, schedule, bill, upload documents, and even allow online booking. Carepatron allows small providers to securely and affordably do what big practices are doing. **Official Response from Carepatron Team:** > Thank you for your positive feedback! We are constantly working to improve our software and appreciate your support. If you have any suggestions or feedback, please feel free to reach out to our customer support team. ### 19. The Best Software for Healthcare **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Carepatron?** Carepatron is a very easy-to-set-up and implement platform. I am a small business owner and it has been a lifesaver. I like the functionality, workflow, and features. I love being able to build forms and notes, schedule sessions, manage clients, provide telehealth, pay invoices, and more all on one platform. I have found it very easy to integrate with Google Calendar. I use it often, even if clients prefer to meet on Zoom, I can meet with them on Carepatron due to the seamless Zoom integration. The library of resources is outstanding. The customer service is outstanding! Every time I have reached out for help or a recommendation, I have a very quick response. Jaime is the best! **What do you dislike about Carepatron?** There have been a lot of changes and updates over the years and at ties, they were hard to keep up with. However, the team has done a great job communicating the changes and updates. Other than that, there is nothing that I dislike about Carepatron. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is helping me to stay organized and on top of things. It is solving the problem of having to use multiple apps and software to get the job done. It has helped to free up some time in my days and weeks! **Official Response from Carepatron Team:** > We're delighted to hear that Carepatron has been a valuable platform for your small business! We appreciate your feedback about our outstanding customer service, and we're committed to addressing any challenges with communicating changes and updates. ### 20. CarePatron is a value tool **Rating:** 2.5/5.0 stars **Reviewed by:** Stephanie H. | Mom, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Carepatron?** Thankfully carepatron is easily accessible, easy to learn and maintain. **What do you dislike about Carepatron?** Thus far we do not have any complaints with the tool, its great. **What problems is Carepatron solving and how is that benefiting you?** Medical billing with updated software is more user friendly. **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron easily accessible and user-friendly. Thank you for sharing your positive experience! ### 21. Comprehensive platform - easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah D. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2024 **What do you like best about Carepatron?** Carepatron has been very userfriendly and easy to migrate to and set up. We love the layout. When we had a few questions, it was quick to set up a call and lovely to connect to the passion and vision behind this platform. We're optimistic about growth and upgrades. **What do you dislike about Carepatron?** At the moment we're missing about of automation and also while we have different colours in the calendar per staff member, we're missing colours for different types of appointments. We're missing the use of debit cards (this is different to credit cards for us). We're missing being able to add business details for clients on the invoice. **What problems is Carepatron solving and how is that benefiting you?** Carepatron brings together our scheduling, billing and notetaking for clients and easily integrates with our website. This helps us look professional and brings everything together in one place. **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron. We're pleased to hear that you find the platform easy to migrate to and set up, and that you've had a positive interaction with our support team. We understand your suggestions for additional features and will take them into consideration for future updates. ### 22. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Mahomed Salim J. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Carepatron?** It is a Practicable Management Solution, with Excellent Automated Administrative Workflows. It connects all parties in the Healthcare Process seamlessly for Faster Patient Outcomes. **What do you dislike about Carepatron?** The Administrative Documentation of a Personalized Rx Template. **What problems is Carepatron solving and how is that benefiting you?** Carepatron eases the Administrative Burden. **Official Response from Carepatron Team:** > Thank you for your positive feedback! We're glad to hear that you find Carepatron to be a practicable management solution with excellent automated administrative workflows. ### 23. Very useful for a private practice mental health counselor **Rating:** 4.5/5.0 stars **Reviewed by:** Linda Marie M. | Licensed Mental Health Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Carepatron?** I like how there are many resources to share with clients, and to also incoorporate into the clinical documentation process. **What do you dislike about Carepatron?** the app and website are very slow, the ability to seach for a topic pulls more than what the topic is even related to **What problems is Carepatron solving and how is that benefiting you?** it provides resources at my fingertips **Official Response from Carepatron Team:** > We understand your concern about the upgrade fee, and we are continuously working to provide value for our users at a fair price. Your feedback is important to us, and we will take it into account as we strive to enhance our platform. ### 24. Solid Start **Rating:** 5.0/5.0 stars **Reviewed by:** ShermeliaCounsels D. | Licensed Professional Counselor Associate & Receptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2024 **What do you like best about Carepatron?** It's a robust platform that comes with a lot of bang for your buck. HIPPA compliant, secure client portal, Telehealth, calendar sync, appointment reminders, booking and billing! **What do you dislike about Carepatron?** It needs more automation and options for family relationships, nothing for siblings, aunts. Options to automate sending different client types different intake paperwork like couples vs. minors vs family. **What problems is Carepatron solving and how is that benefiting you?** A robust Telehealth platform that doesn't costs too much to operate. **Official Response from Carepatron Team:** > It's great to hear that Carepatron is providing you with a cost-effective Telehealth solution. We're committed to continuously improving our platform to better meet the needs of our users. ### 25. Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Krista S. | Clinical Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Carepatron?** Its a great system for ensuring my digital information is secure for clients in my mental health practice **What do you dislike about Carepatron?** I would like more personalization in creating forms and creating appointment reminder statements. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is effective at ensuring my clients know when we are meeting and providing their personal information to them, as needed. I also love the pre-generated forms that can be used to have patients complete. **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron easy to use and that it helps ensure the security of your clients' digital information. ### 26. New to portal **Rating:** 4.0/5.0 stars **Reviewed by:** Keyanna E. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2024 **What do you like best about Carepatron?** New to potral but so far it has what I need and more that last system did not and for a more afforable price. Easy to move practice to a system. Looking forward to addtional features that can make mental health practice more viable. **What do you dislike about Carepatron?** Templates and how you have to create notes to send templates is not best way to be efficient. Use templates from community and several was not usable or had to change. For example may had to add or change place for clients to response with text field. Other words had to do more to make it fillable when template was suppose to an easier process. Would love more built in features such as treatment plan without using a template or note. **What problems is Carepatron solving and how is that benefiting you?** affordability for small practice owner **Official Response from Carepatron Team:** > Thank you for your feedback. We understand the importance of efficiency in practice management. We're actively working on enhancing our template and note creation process to make it more user-friendly and customizable. ### 27. The app is just super awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Simranjeet S. | Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about Carepatron?** Its really good in scheduling appointments and billing **What do you dislike about Carepatron?** The invoice should be more editable with more features. **What problems is Carepatron solving and how is that benefiting you?** It saves a ton of time in scheduling and managing the practise. **Official Response from Carepatron Team:** > We're glad to hear that you find our app awesome and that it has been helpful in scheduling appointments and billing. We appreciate your feedback about the invoice features and will take it into consideration for future updates. ### 28. I checked them all—carepatron won **Rating:** 4.5/5.0 stars **Reviewed by:** Zach M. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Carepatron?** Carepatron has everything the others have that apply to counseling that I want for less. Easier to navigate and build specialized templates for my niche. **What do you dislike about Carepatron?** Nothing so far. If it continues to live up to my expectations during my test, I will opt for pro. **What problems is Carepatron solving and how is that benefiting you?** I don’t need anything solved for my purposes. **Official Response from Carepatron Team:** > It's great to hear that Carepatron is fitting your needs perfectly! We're here to support you as you continue to explore the platform. If you have any suggestions or feedback for us, we'd love to hear it. Thank you for choosing Carepatron for your counseling needs. ### 29. Great Alternative for EHR **Rating:** 4.0/5.0 stars **Reviewed by:** Melanie B. | Licensed Clinical Professional Counselor (KS); Licensed Professional Counselor (MO, WY), Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Carepatron?** The two way calendar sync is fantastic! It works better than other EHRs calendar syncs. Everything is customizable, and it's so far been easy to use. I love the app, and that it's easy to use. It took me a minute to get everything set up, which one would expect from staring to use a new EHR, but now, it flows and it was relatively seamless from clients POV. **What do you dislike about Carepatron?** The calendar scheduling functions are slithly limited, but I reached out and they responded quickly. I was told that the exact feature I was looking for on the calendar was being developed and would roll out soon. **What problems is Carepatron solving and how is that benefiting you?** Calendar integration and sync is wonderful. I've had challenges in balancing my personal calendar and work calendars, and this helps tremedously! **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron! We understand your feedback about the calendar scheduling functions, and we're committed to improving and expanding our features to better meet your needs. ### 30. Onboarding has been straightforward and quick, services are easy to navigate and use. **Rating:** 5.0/5.0 stars **Reviewed by:** Jascha K. | LLM Data Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2024 **What do you like best about Carepatron?** It's a versatile tool for practices of different sizes. **What do you dislike about Carepatron?** Nothing comes to mind so far, everything has been going smoothly. **What problems is Carepatron solving and how is that benefiting you?** Carepatron unifies different aspects of practice management in one - scheduling, billing, keeping track of client details etc. **Official Response from Carepatron Team:** > Thank you for your positive feedback! We're glad to hear that everything has been going smoothly for you so far. ### 31. Easy to use platform **Rating:** 4.5/5.0 stars **Reviewed by:** Jacqui B. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Carepatron?** Intuitive platform with all the features you need for a mh practice. Customer support has been quick to respond. **What do you dislike about Carepatron?** Syncing calendars was slow. It takes some time to adjust to setting own templates and outline. **What problems is Carepatron solving and how is that benefiting you?** All in one EHR **Official Response from Carepatron Team:** > We're thrilled to hear that Carepatron is meeting your needs as an all-in-one EHR for your mental health practice. We're working to address the issues you've encountered with calendar syncing and template setup to ensure a smoother experience for our users. ### 32. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Carepatron?** It's very user friendly and the free version is pretty much functional for everything you need in terms of managing your clients and billing. **What do you dislike about Carepatron?** Some features need to be added like customizing or being able to add or remove fields in Invoice. Online Booking Page needs improvement in terms of its interface. Software could use integrations like Jotform. **What problems is Carepatron solving and how is that benefiting you?** It solved our scheduling and booking system and it benefitted us in the sense that we don't have to manually contact the client everytime they have schedule because the software does exactly that. **Official Response from Carepatron Team:** > We're happy to hear that Carepatron has been beneficial for your scheduling and booking system, saving you time and effort in manually contacting clients. We understand your desire for more integrations and will keep that in mind as we continue to improve our software. ### 33. highly recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Roberta V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2024 **What do you like best about Carepatron?** Carepatron is easy to use, simple, and user friendly.I appreciate the fast support responses and frequent additions of new features. Carepatron has been easy to transition to for my clients and easy for me to use. it syncs with my calendars so i can work across different platforms and not have double booking disasters. I use it daily for my practice and have recommended it to colleagues **What do you dislike about Carepatron?** I wish there was a way to see the client portal experience or have a client logon from the main page. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is solving the issue of overpriced EHR systems that are predatory towards clients and practioners with sketchy privacy policies. it benefits me because I feel safe and secure using Carepatron and comfortable using it for my clients **Official Response from Carepatron Team:** > Thank you for your feedback! We understand the importance of client portal experience and will take your suggestion into consideration for future updates. We're glad to hear that Carepatron has been beneficial for you and your clients. ### 34. Carepatron is a great resource for mental health professionals! **Rating:** 4.0/5.0 stars **Reviewed by:** Hannah S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Carepatron?** I love how easy it is to access practical assessments, worksheets, and other resources for mental health interventions. I've used many of the documents in my practice and they are professional, easy to understand, and effective. **What do you dislike about Carepatron?** If you want full access, you have to subscribe with a monthly payment. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is my go-to sight for finding clinically appropriate worksheets and assessments. I have benefited from their professional, up-to-date, resources for working with clients suffering from anxiety, depression, and PTSD. **Official Response from Carepatron Team:** > Thank you for your feedback! We're glad to hear that you find our documents professional, easy to understand, and effective. We understand that the subscription model may not be for everyone, but it helps us continue to provide high-quality resources. ### 35. Easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Katsiaryna A. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2024 **What do you like best about Carepatron?** Cheap and user friendly experience for a therapist **What do you dislike about Carepatron?** A bit different than simple practice and needs some testing **What problems is Carepatron solving and how is that benefiting you?** Cheaper and accessible **Official Response from Carepatron Team:** > Thank you for your review! We're happy to hear that you find Carepatron to be a cost-effective and accessible solution. We understand that it may require some testing, and we're committed to making the platform more intuitive for therapists. Your input is valuable to us. ### 36. I Love Using Carepatron ! **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia Y. | Owner | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Carepatron?** Working as a Life Coach, I needed a client managment platform to better manage my clients and coaching sessions. Carepatron provides what I need. I like the ability to add notes from my coaching sessions and upload attachments. Most of all I like that it is affordable and meets my budget. **What do you dislike about Carepatron?** I don't have anything to add as far as dislikes. Everything works just fine so far. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is helping me to manage my coaching clients and sessions all in one location. **Official Response from Carepatron Team:** > It's great to hear that Carepatron is working well for you as a life coach. We're pleased that our platform is meeting your needs and budget. Thank you for choosing Carepatron for your client management! ### 37. Really appreciate Carepatrons customer care **Rating:** 5.0/5.0 stars **Reviewed by:** Emily W. | Licensed Therapist + Energy Healer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Carepatron?** I've used different EHRs over the years and can attest to Carepatron being the best in customer care. They are timely and actually care about our experiences and the workw we're doing. They also listen to feedback and have made some good improvements within the past year. I also think its a really good price. **What do you dislike about Carepatron?** When I started with Carepatron a year ago or so, I noticed some of the features the last EHR I used were missing, like having forms my clients could manually fill in for example. I let Carepatron know this was a need I was having and they have since added this feature. They really listen and are evolving to meet our needs. **What problems is Carepatron solving and how is that benefiting you?** They have made improvements, as noted previously **Official Response from Carepatron Team:** > Thank you for your feedback! We're glad to hear that you find our pricing competitive and that we've been able to address your needs by adding new features. We appreciate your support and look forward to continuing to serve you. ### 38. Carepatron completely covers my clinic needs **Rating:** 5.0/5.0 stars **Reviewed by:** Glenda B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2024 **What do you like best about Carepatron?** I love that Carepatron securely holds my client details, clinic notes and my scheduling calendar. The templates and associates free educational sements on various therapy approaches challenge me to grow and give me confidence to take on clients I might otherwise be hesitant about. As a practitioner starting out in private practice I feel very supported using Carepatron's suite of clinic software. **What do you dislike about Carepatron?** There hasn't been a downside thus far for me. The software is intuitively easy to figure out - I'm hoping they will allow more storage on th free plan as a starting out practitioner that would always be good! **What problems is Carepatron solving and how is that benefiting you?** Carepatron particularly solved my need for Telehealth software and it works like a dream in that regard. **Official Response from Carepatron Team:** > We're happy to hear that Carepatron is providing you with the tools and support you need for your private practice. Thank you for your feedback about the storage on the free plan. We'll take that into consideration as we continue to improve our services. ### 39. Very good service **Rating:** 5.0/5.0 stars **Reviewed by:** Amber E. | Social worker, Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Carepatron?** I enjoy carepatron as someone who uses this a lot **What do you dislike about Carepatron?** It's accessibility to different services and products **What problems is Carepatron solving and how is that benefiting you?** Billing for practice on **Official Response from Carepatron Team:** > Thank you for your feedback! We understand the importance of accessibility and are continuously striving to enhance our platform to provide a wider range of services and products. ### 40. Affordable and all the bells and whistles for a solo practice **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Carepatron?** So happy I discovered Carepatron. Prior to using the app, I was using different platforms for forms, notes, scheduling, and teletherapy sessions. It's affordable, easy to use and customizable which is great for a solo practictioner. I really love that I can create my own forms and session note templates. Other platforms do not have forms/notes options for art therapists. So, this customization is really important to me. Honestly, I don't think there is another client management platform that's this comprehensive. One of the BEST things is their customer care. Just about anything you need help with can be found in the help section and comes with shorts videos that are easy to follow. I've used chat support several times, and when I needed to speak with a live person, they are quick to respond. They also follow up to ensure your problem was resolved. **What do you dislike about Carepatron?** Other scheduling platforms offer a bit more ease of use. Having to set up work hours for the practice and work hours for each type of appointment/location is cumbersome. If things don't match up to your practice hours, things may not appear on the booking calendar. Blocking off time can only be done based on time but not by appointment types. The scheduling screen views - when a client books online, they can see days and times that are available. When I book for client, I am unable to see the actual appointment slots still available. I wish I could see the same screen clients see when booking. Calendar sycning has also been an issue for me. **What problems is Carepatron solving and how is that benefiting you?** Carepatron provides all my client management needs in one app for free (or at an affordable rate depending on your practice needs). **Official Response from Carepatron Team:** > We're delighted to know that Carepatron has met your client management needs and provided excellent customer care. Your feedback about the scheduling and calendar syncing issues is valuable, and we will strive to address these concerns to improve your overall experience. ### 41. not the most user friendly but lots of potential **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Carepatron?** I like the way you can find templates and use them **What do you dislike about Carepatron?** It feels unintuitive to utilize and I wished I could just fill out templates like a google form. **What problems is Carepatron solving and how is that benefiting you?** I haven't used it much because it felt like I needed to spend more time figuring out how to use it effectively. It didn't work as I would expect. **Official Response from Carepatron Team:** > Thank you for sharing your experience. We understand the importance of a user-friendly interface and are working to enhance the usability of Carepatron. ### 42. I have just begun my journey with CarePatron **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Carepatron?** So far, Carepatron has been easy to use, and easy to set up. I came from a year of using therapy notes, so it already seems fairly intuitive! **What do you dislike about Carepatron?** So far, it seems a little impersonable and not very warm. **What problems is Carepatron solving and how is that benefiting you?** I like the ease of client creation, the notes interface, and the forms that are available. It's saving me time **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron easy to use and set up. We appreciate your feedback about the impersonal feel and will take it into consideration for future improvements. ### 43. I've found it really easy to use- very user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Emma G. | Content Creator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Carepatron?** It's good to know that you can keep your info and data secure without huge costs- it's been really heloful while setting up my business **What do you dislike about Carepatron?** Some of the note template are fiddly and difficult to use- I just use a plain one **What problems is Carepatron solving and how is that benefiting you?** Storing my data safely and effectively **Official Response from Carepatron Team:** > It's great to hear that Carepatron is helping you store your data safely and effectively. We're committed to providing reliable and secure data storage for businesses. ### 44. Easy set up! **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew H. | Certified Temperament Pastoral Counselor and Licensed Clinical Pastoral Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2024 **What do you like best about Carepatron?** There are already a number of great forms, etc. on Carepatron, but the set up was nearly painless! **What do you dislike about Carepatron?** I'm having to replace a system where I not only hosted my notes, but also ran complex assessments. This seems to be beyond the capabilities of Carepatron. **What problems is Carepatron solving and how is that benefiting you?** Nots, intake, and scheduling, all in one place! **Official Response from Carepatron Team:** > We're glad to hear that you found the set up process painless! Our goal is to make it as easy as possible for our users to get started. ### 45. Great for solo clinician **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Carepatron?** Carepatron has all the features I need and most features I want for the business side of business, for a good price. As a medical-adjacent solo practitioner, I need to have the security and communication features of a clinician AND the simplicity of use that solo service providers in any field need. I've found this hard to come by - it's either way out of budget or communication is skewed toward marketing at the expense of communication appropriate for a health care provider. Customer service has been extremely response. I love that there's a crowdsource aspect. **What do you dislike about Carepatron?** There's a bit of a learning curve. It's slow to load - a function of all the features, I guess. It's more of a hassle than I anticipated, but still worth it. I would like to see gift certificates; I would like to see some industry specific content for my field; somatic therapy, coaching, practices, and bodywork. I guess I'll be contributing some! **What problems is Carepatron solving and how is that benefiting you?** It has the features I need for a reasonable price. **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron. We apologize for any inconvenience caused by the learning curve and slow loading, and we're committed to enhancing the platform's performance. Your input on gift certificates and industry-specific content is appreciated and will be taken into consideration. ### 46. Happy to support a small business who cares **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Carepatron?** I researched several EHR platforms before starting Carepatron. I didn't want my clients to have to switch systems over and over. Carepatron has built in credit card billing, a telehealth video platform, note templates with speech to text capability, shareable calendar where clients can book directly, and the ability for clients to sign/ upload consent forms. Their customer service replies quickly. Rates are very reasonable but you can start out using the service for free up until 1gb of data. **What do you dislike about Carepatron?** Often I have issues after software updates. Normally when I contact the company they are quick to respond and fix it right away. Recently however, I began experiencing an issue with the video platform. As usual, I was contacted back promptly but this time the new update and several after didn't solve my problem. I'm still experiencing technical difficulties. **What problems is Carepatron solving and how is that benefiting you?** A central place that's HIPAA compliant to keep all my records, billing, and scheduling together. **Official Response from Carepatron Team:** > Thank you for your feedback! We apologize for the issues you've experienced after software updates and with the video platform. Our team is actively working to address these technical difficulties and ensure a smoother experience for you. ### 47. Carepatron is a great affordable EHR **Rating:** 4.0/5.0 stars **Reviewed by:** Bianca W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Carepatron?** I like that Carepatron offers many of the features that any clinician needs to run their practice, including a fully telehealth-based business successfully. Additionally, they are always updating for efficiency. However, they do not charge excessive fees like some companies. **What do you dislike about Carepatron?** When I did a massive EHR review, here are the notes I took specifically on Carepatron this was February 2023. Some of this may have been updated since then. "Video lacks features such as custom BG & blur, no view change (side-by-side, client only view, clinician only view, etc.), no screen share - Custom forms with logo and color choice + Can connect to separate zoom account - Cc fees can be assigned to client + Template library + No able to schedule from client portal - Not able to access telehealth from client portal -" **What problems is Carepatron solving and how is that benefiting you?** It makes managing a business very easy and in one place. With some feature enhancement, this could easily be my favorite EHR. **Official Response from Carepatron Team:** > Thank you for your detailed review. We understand your suggestions for feature enhancements and will work to improve our platform based on your input. ### 48. Super intuitive and easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Carepatron?** The platform is easy to navigate and easy to use. Getting it set up for my private practice launch has been a breeze. Carepatron obviously listens to its users and I appreciate the email updates regarding all new features. **What do you dislike about Carepatron?** I wish there are more already created forms to choose from. **What problems is Carepatron solving and how is that benefiting you?** Keeping everything for my business in one place! **Official Response from Carepatron Team:** > Thank you for your positive feedback! We're happy to hear that Carepatron is helping you keep everything for your business in one place. We'll continue to work on improving our platform to better meet your needs. ### 49. A surprising amount of features and modern functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about Carepatron?** It's not just the barebones. There are many awesome, modern features that allow for streamlined practice, integration with current tech/services, convenient automations. I love the ability to have a patient portal and communicate with clients through emails, text reminders, etc. As a telehealth provider, the ability to streamline the intake process and digitize all the paperwork is amazing. **What do you dislike about Carepatron?** The amount of features is not barebones, however, the customization options within those features is still a bit limited. I wish there were more options for customizing form templates (e.g. more formatting abilities, fonts, font sizes, etc.). **What problems is Carepatron solving and how is that benefiting you?** Carepatron is helping to establish and run a telehealth counseling practice that relies on up-to-date, modern technology and streamlined processes. **Official Response from Carepatron Team:** > We're thrilled to hear that you are enjoying the modern features and functionality of Carepatron, especially as a telehealth provider. We appreciate your feedback about the customization options and will take it into consideration for future updates. ### 50. Low cost is worth it but klunky **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2024 **What do you like best about Carepatron?** The low cost for mental health therapist. The telehealth platform. **What do you dislike about Carepatron?** Its klunky. It doesnt always load real time info after changes made. It makes "saving changes" errors. It multiplied my patients by 3 so have to guess at right option for correct info on file. It doesnt auto run a payment at night after a session. Telehealth doesnt always work or doesnt always work properly (x: audio or video dont work) telehealth screen is odd cut out like part of your face. **What problems is Carepatron solving and how is that benefiting you?** Low cost platform for data. Love the invoice option and send payment link option. Forgot to add in dislike: the notes are strange for a session. The templates are strange. Theres no option to keep a aignature for all notes to add, have to do sognature each time. The signature doesnt allow spaces, it then starts to load and save. Thers no messaging system between patiwnts so I still have to email them to communicate. **Official Response from Carepatron Team:** > Thank you for sharing your experience. We understand the importance of a seamless platform and will work on resolving the issues you've mentioned, including the telehealth functionality and note templates. We value your input as we strive to enhance our services. ## 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=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+22%3A09%3A13+-0500&secure%5Bsession_id%5D=6e14ed04-d6cf-405e-8c0a-9ce988db3f23&secure%5Btoken%5D=d2a45b6d8970ae0856f277b7f775e0dee29541c21d1fd8b2555cbc295cc2d584&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) - 4.2/5.0 (896 reviews) - [ModMed](https://www.g2.com/products/modmed/reviews) - 4.5/5.0 (362 reviews)