--- title: Carepatron Reviews meta_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 665 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: 665 scale: '5' date_modified: '2026-08-06' 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:** 665 ## 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. All-in-One Solution for Seamless Practice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Justin H. | Social Worker/Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I really appreciate that Carepatron integrates all the services I need into one product, like note templates for clinical documentation, billing, scheduling, and an encrypted video platform. Carepatron is easy to use and intuitive, which makes everything a lot less stressful. It's affordable too, which is a big plus. All the features have easy-to-use commands, and there are simple videos available for guidance. This combination makes it quick to learn, streamlines my tasks, and saves me time. The initial setup was also easy to learn, especially with the available video tutorials. **What do you dislike about Carepatron?** The only issues I’ve had is that the updates can feel too frequent as they sometimes occur daily. After updates, sometimes I have issues with the video not loading. **What problems is Carepatron solving and how is that benefiting you?** Carepatron integrates all the services I need into one product: clinical documentation, billing, scheduling, and a secure video platform. It's easy to use with intuitive commands and guidance videos, streamlining my tasks and saving me time. **Official Response from Carepatron Team:** > Hi Justin, we really appreciate you taking the time to leave such a thoughtful review. Thank you for commenting on the frequency of our updates and the occasional video loading issue afterward. Our team regularly releases updates to improve performance and add features, and feedback like this helps us ensure those updates remain as smooth and reliable as possible. If you ever experience more issues or want help optimizing your telehealth setup, our customer team will gladly assist. Please reach out anytime! ### 2. Easy CRM with Strong Legal Compliance **Rating:** 3.5/5.0 stars **Reviewed by:** Rahul A. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I find Carepatron easy to use. I really appreciate its focus on legal compliance and how it helps with one spot relation management. The documentation feature also stands out as valuable to me. **What do you dislike about Carepatron?** I find the lack of integration with Shopify to be a drawback. There's currently no integration available, and I would love to see that happen. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for legal compliance and one-spot relation management, and I like that it's easy to use. **Official Response from Karina Jimenea:** > Thank you for your review, Rahul. We're really glad the legal compliance focus, documentation features, and all-in-one relationship management have been working well for you. A Shopify integration is a great suggestion! We recently released Phase 1 of our public API and are actively looking to expand integrations, so this is exactly the kind of feedback that helps us prioritize what's next. Stay tuned for more to come! ### 3. Affordable and Customizable with Stellar Support! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I really appreciate Carepatron's affordability, which helps keep my overhead low, allowing for greater profit without worrying about high costs or unnecessary add-ons. The flat fee per month with unlimited users is a major advantage. I like that Carepatron has solved complicated processes, making them flow better, and it lets me create beneficial workflows and templates. I find great value in having a support team available 24/7 to help with workflows, templates, or using features more efficiently. It's really nice to have a team backing my practice as it grows. I enjoy the ability to customize right away by adding my logo and branding to booking pages, which enhances brand recognition for clients. The scheduling features are extremely useful, allowing clients to book, pay, and schedule services all in one sitting, which simplifies the process significantly. I also like having my email integrated into the system, letting me see emails directly from my dashboard. Additionally, I can work on client profiles, use templates, and make notes all in one place without needing to leave the platform. **What do you dislike about Carepatron?** I think Carepatron could improve on having more dedicated files for clients in the client profile. When it comes to templates or records, it would be better to have those organized in folders instead of just in an open document. There are a few features that need improvement, but I know it's a growing company and they're working on it. **What problems is Carepatron solving and how is that benefiting you?** Carepatron provides an affordable solution, reducing overhead and increasing profitability. It simplifies workflows with customizable templates and features like scheduling, client email integration, and branding. Plus, it offers 24/7 tech support, enhancing operational efficiency and client engagement. **Official Response from Karina Jimenea:** > Thank you so much for this wonderful review! We're really glad the affordability, flat fee pricing, workflows, branding, and 24/7 support have all been making such a positive difference for your practice. We hear you on the file and folder organization and have passed it along to our product team, and thanks again for being part of the Carepatron community! ### 4. Essential for Private Pay Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I like using Carepatron for its ability to manage my virtual private pay clients. It provides a HIPAA-protected platform in which to send documents for signatures. Being able to sync the calendar seamlessly is great for managing appointments across multiple platforms without worrying about double bookings. I appreciate that you can turn the client scheduling feature on or off, allowing me to manage appointments myself. The capability to create different service types is helpful, allowing me to set up full pay appointments, sliding scale clients, and different rates for consultations and assessments. Editing forms and using the templates to create documents is convenient. I also find the platform user-friendly for easy and quick setup, and it's not overly expensive for a solo practitioner like me. Overall, Carepatron provides more control over my work as I can do billing myself, and it's a good fit for privacy with private pay clients. **What do you dislike about Carepatron?** I wish the calendar sync was available in the free version, but I get that not everything can be free. Editing the templates was a bit awkward to figure out because of the formatting, so it wasn't as simple as just uploading a Word or PDF document, but it went smoother once I got the hang of it. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to securely send forms and schedule private pay clients. It provides a HIPAA-compliant platform in which to obtain and store signatures on Informed Consents and other forms. Carepatron makes documentation and billing easier, providing more control over appointments and billing. Since I currently only need it for a couple of clients, and I am fully virtual, it is a cost-effective, HIPAA-compliant way for me to be able to obtain signatures on necessary documents. And I have the option of upgrading for more features when I have more clients to utilize the platform with. **Official Response from Karina Jimenea:** > Thank you so much for this detailed and thoughtful review! We're really glad Carepatron has been a great fit for you. We appreciate you for being part of the Carepatron community. We're rooting for your practice as it grows! ### 5. Efficient Tool for Solo Practitioners with Room for AI Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I really enjoy that Carepatron brings everything together in one location. It also helps with the speed of my notes with the AI assistance, which I find beneficial. The calendar syncing is a feature I really enjoy, and it's very necessary since I do use other systems as well. What I like most is the interface and the calendar syncing. Additionally, I appreciate having the ability to share documents between other clinicians. The initial setup was very easy for me. **What do you dislike about Carepatron?** I think the AI for note taking could be more accurate. That would be great. I also think the documentation interface is a little bit clunky. If the AI could provide a more accurate depiction of what they received from the session, it would be helpful. I also feel the documentation format could be a little more up to date. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to bring everything together in one location, speeding up my notes with AI assistance and enjoying calendar syncing, which is necessary since I use other systems as well. ### 6. Centralized & Accessible, But Needs Stability Fixes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I like that Carepatron is really easy to access. It saves time because I can quickly look at my calendar to see who is scheduled on my day, along with all related documents. Everything I need is in one place, which means I don’t have to go through different apps to get information. The accessibility of Carepatron makes my workload a little bit less, and it effectively acts as a one-stop destination for everything related to appointments. **What do you dislike about Carepatron?** I think sometimes the app hangs. When I try to log in or open the app, it usually asks me to reload, which is frustrating because it takes a lot of time. Once it reloads, it's not very smooth. I have to scroll to the current date, and sometimes the calendar takes me to the first day of the month, which is frustrating if I'm on the twentieth day. It's particularly annoying during busy days when I need to access information quickly. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is my one-stop destination for appointment information, saving me time by having everything in one place and easily accessible. I don’t have to switch between apps to find details about a specific appointment. ### 7. Simplifies Management with Customization, Needs Better Support **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I appreciate that Carepatron makes the management part of the business very simple, and I like how everything is integrated into one place. I enjoy the bit of customization it offers, including white labeling, which allows me to customize the page and make it unique to my brand. I also like that there are a lot of guides and tutorials available, which make it easier to use without having to search for hours. The initial setup was very easy because of the clear to-do list with steps to follow. Additionally, using Carepatron with Google Cloud Space simplifies things for me. **What do you dislike about Carepatron?** I don't like that contacting customer service is not easy, and I often have to deal with AI services or chatbots instead. I also wish there was a community space like a forum or Reddit for more interaction. Plus, it's a bit disappointing that there's no dedicated email service within Carepatron. **What problems is Carepatron solving and how is that benefiting you?** Carepatron simplifies my business management by integrating everything in one place, making the management part very simple. ### 8. Affordable All-in-One Solution for Therapy Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Arooj C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about Carepatron?** I use Carepatron to see my therapy clients via telehealth. I appreciate that Carepatron makes scheduling appointments, sending reminders, and keeping notes and billing information all in one place. I like that Carepatron offers all the features of its competitors at a very affordable rate, which is important as a new business and private practice owner where costs and expenses matter a lot. The initial setup of Carepatron was super easy. **What do you dislike about Carepatron?** Carepatron is overall a fantastically designed program and has lots of features; however, I wish it came with a video tutorial. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to see my therapy clients via telehealth. It makes scheduling appointments, sending reminders, and managing notes and billing information easy by keeping them all in one place. ### 9. Customizable Workflows and Templates That Work Like Magic **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I like that I can customize the workflow and templates, along with the overall look and interface, to match exactly what I need for my work. It takes a little time to set up, but once it’s in place, it works like magic. **What do you dislike about Carepatron?** The AI interface can be hit or miss at times, depending on the prompt. It is getting better; however, there’s still a learning curve. **What problems is Carepatron solving and how is that benefiting you?** It keeps all of my workflow needs in one place. Before, I was using several different platforms to get everything done and paying for multiple subscriptions. Carepatron is affordable and lets me do the same work I used to spread across multiple platforms. ### 10. Great Value with Built-In Zoom Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Denetra G. | Mental Health Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Carepatron?** I do like the price, and I like that Zoom is built into the app. **What do you dislike about Carepatron?** The app is very glitchy and keeps telling me I need to update it almost every day. Also, I can't add a new client when I go to schedule. I have to leave the schedule and go into the clients section to add the client first, and then go back into the schedule. There should be an option to add a new client when I am in the schedule. **What problems is Carepatron solving and how is that benefiting you?** I like that it's all inclusive. **Official Response from Jamie Frew:** > Hi Denetra, thanks so much for the review and for the kind words on pricing and the built-in Zoom. Great to hear the all-in-one setup is working for you. The constant update prompts and glitchiness aren't the experience we want you to have, so we'd love to take a closer look. If you can reach our support team via the in-app chat with the device and browser/app version you're using, we'll dig into what's triggering those daily update notices. Thank you again for the thoughtful feedback, and please don't hesitate to reach out anytime, we're always happy to help! ### 11. Great Value Features with Smooth Schedule Sync and Stripe Integration **Rating:** 3.5/5.0 stars **Reviewed by:** T . | Therapist and Spirtual Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** The price for all the features. Schedule sync. Stripe Use. **What do you dislike about Carepatron?** The support is not great, it is outsourced. Internal calendars don't sync which is difficult if you have more than one schedule for yourself. The schedule sync takes a while to match up. Telehealth has bugs a lot. Notes, documentation, portal is pretty basic and doss style. Pretty painful to use for me and the clients **What problems is Carepatron solving and how is that benefiting you?** None that I am aware of. ### 12. Easy and Affordable, but Note-Writing Can Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Bertha Alicia Anais L. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I find Carepatron easy to use and affordable. It helps me schedule my patients, keeps my patients’ information organized and secure, and helps me keep track of how much I need to charge, as well as what has been paid and what is still owed. The initial setup was pretty easy. **What do you dislike about Carepatron?** I find the note writing software very difficult to use and confusing. I often have to type in a separate document first and then copy and paste into the note. **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps me schedule patients, organize and secure information, and manage billing. It's easy to use and affordable. However, the note writing software is difficult and confusing. **Official Response from Karina Jimenea:** > Hi Bertha, We're really glad it has been working well for you and that the setup felt straightforward. We hear you on the note writing experience and we're always hoping to continue improving wherever possible. In the meantime, our support team would love to walk you through some tips that might make the process smoother. Feel free to reach out at support@carepatron.com and share more about your experience so we can help! ### 13. Intuitive UI, Cost-Effective Management **Rating:** 5.0/5.0 stars **Reviewed by:** Blake H. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I really appreciate how simple and intuitive the UI of Carepatron is. It's easy to understand from both a user and administrative perspective. The user-friendliness is especially noticeable in the back end, making it easy to find settings. I also value that we don't have to spend extra time training staff or hiring outside IT to manage our systems. It is cost-effective because we can manage everything we need in-house. The initial setup was very easy and user intuitive. **What do you dislike about Carepatron?** Nothing comes to mind **What problems is Carepatron solving and how is that benefiting you?** Carepatron offers a unified system for easy management of records and people, eliminating the need for extra training or outside IT, making it cost-effective. ### 14. Efficient Booking, Lacks Payment Flexibility **Rating:** 3.5/5.0 stars **Reviewed by:** Luis B. | Netsuite Digital Transformation Lead - Supply Chain, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2024 **What do you like best about Carepatron?** I like how Carepatron solves the problem of booking, especially since it is kind of fast. I also enjoy the AI capabilities which, although could be better, are still impressive. They offer great abilities like transcribing entire conversations and generating notes in predefined formats such as SOAP, which is really helpful for following up on my patients. Additionally, the note-taking feature is really great. **What do you dislike about Carepatron?** I think that the payment processor is not great because I cannot receive payments from customers that are outside Mexico, and that's a problem for me. Also, I wish I could connect the calendar with platforms like Zoho, or other platforms, not just Google or Microsoft. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for booking appointments and having conversations with customers. It solves the booking problem by being kind of fast, and the note-taking feature is really great. **Official Response from Carepatron Team:** > We're thrilled to hear that you find Carepatron to be a complete and easy-to-use tool with great support. We appreciate your feedback about the free plan and pricing, and we'll definitely take that into consideration for future improvements. ### 15. Affordable EHR with Great Support and Helpful Tutorials **Rating:** 5.0/5.0 stars **Reviewed by:** Bernadette K. | Licensed Clinical Social Worker-therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Carepatron?** I’m still new to using Care Patron, but I already appreciate that it’s more affordable than my previous EHR. I’ve also had a great experience with the customer service, and I find the tutorials and the worksheets/forms really helpful. **What do you dislike about Carepatron?** I still haven’t figured out how to use the AI feature, or whether there’s an AI note feature at all. **What problems is Carepatron solving and how is that benefiting you?** It’s saving me money, it’s easy to get ahold of support, and scheduling appointments is straightforward. Moving from my old EHR to Carepatron was seamless. **Official Response from Karina Jimenea:** > Hi Bernadette, welcome to Carepatron and thank you for this lovely review! We're so glad the transition from your previous EHR was seamless and that the affordability, support, and resources have been a great experience so far. Great news on the AI notes feature. Yes, it's there! Carepatron does have an AI scribe feature that can help with note-taking during sessions. Our support team would be happy to walk you through how to get it set up and running. Just reach out at support@carepatron.com and we'll get you sorted! Thanks again for choosing Carepatron, Bernadette. Excited for you to discover everything the platform has to offer! ### 16. Senior Chaplain and CEO, Edward J. Spence, DAANTS, BCMHC, CMCPLC, CCISD, BCTIC-IC **Rating:** 5.0/5.0 stars **Reviewed by:** Edward S. | Senior Chaplain and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Carepatron?** CarePatron has been a game-changer for my practice from day one. As a small but growing business, I needed something that was powerful, simple, and affordable, and CarePatron has exceeded my expectations in every category. They make it easy to run a professional practice without feeling buried in technology or paperwork. The video appointment feature is incredibly smooth. My clients receive clear links, sessions connect without headaches, and the layout is intuitive for both the provider and the client. I can move from my schedule to a video session in just a few clicks, and everything feels organized and steady. For clients who may not be tech savvy, this matters a lot, and CarePatron has made that part almost effortless. Billing and invoicing are just as straightforward. Sending invoices takes only moments, and everything is clean, clear, and easy to track. The email system is simple to use and very professional, so clients receive what they need without confusion. Instant messaging inside the platform is another major win. I can quickly and securely touch base with clients, clarify details, or share updates, all in one place, without juggling a bunch of different apps. One of the things I appreciate most is that CarePatron keeps improving the platform without punishing loyal customers. They continue to add features, refine the experience, and expand what the system can do, yet they honor the rate you start with. That level of integrity and respect is rare. It shows they are in this for long term relationships, not quick hits. Their support team is outstanding. Any time I have a question, they are truly Johnny on the spot. Responses are fast, friendly, and actually helpful. You can tell they understand what it is like to run a real practice with real people, real schedules, and real pressure. They listen, they respond, and they fix things. That alone sets them apart. For a smaller business that is growing in phases and being careful with every dollar, CarePatron is an ideal starting point and a very strong long-term partner. The platform is budget-friendly, thoughtfully designed, and built to grow with you. They support insurance workflows, make documentation easier, and keep everything in one place so you can focus on serving your clients instead of wrestling with systems. In short, CarePatron is truly awesome. They make it easier to practice with excellence, to scale at a realistic pace, and to take good care of the people you serve. I recommend them wholeheartedly to any clinician or coach who wants a dependable, friendly, and capable practice management solution. **What do you dislike about Carepatron?** The only thing I dislike is a recent change in the calendar workflow. I used to be able to click directly on the client’s name in the calendar and go straight into the video appointment. About four weeks ago that changed, and now I have to click on the appointment, hit edit, then send, and only then can I get into the video session. It is not a deal breaker at all, but it does add extra steps to something that used to be very simple. If they bring back the ability to join the video call just by clicking the client’s name in the calendar, the experience would be absolutely perfect for me, because I truly love the rest of the program and how easy everything else is to use. **What problems is Carepatron solving and how is that benefiting you?** I am not sure they just keep adding updates and they improve ease of use. They are fantastic!!! **Official Response from Carepatron Team:** > Thanks so much for the thoughtful review. We’re really glad to hear how Carepatron is supporting your practice and helping you grow with confidence. It's great to know the platform is making things easier across scheduling, video calls, billing, and documentation. We’re always looking for ways to improve the platform and truly value your feedback. Keep an eye out as we continue to refine the experience and add even more helpful features. If you ever need anything else, feel free to reach out to the Support Team via the website or your User Dashboard. We’d be happy to assist. ### 17. Helpful AI but Buggy Experience **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Carepatron?** I like Carepatron's AI feature that automatically summarizes notes during sessions. It means I don't have to type as much and can focus more on what the client's saying. **What do you dislike about Carepatron?** There's definitely a few glitches and bugs that can be ironed out with it. The AI has messed up sometimes where it won't finish a sentence in the note or it'll just take a really long time to finish analyzing. There's also been multiple issues with the mic suppression feature and where clients don't see me, my video, sometimes in the call. And, just the whole user format for the practitioner viewpoint sometimes feels too big and bulky. It's not always easy to streamline through client's documentation to get to a certain thing. But it's not very easy to get hold of their IT especially on the phone. So when you have specific questions or walk throughs, it can take a while to get an answer. Which is a drawback. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for virtual counseling sessions. Its AI feature automatically summarizes session notes, so I can focus more on the client instead of typing. ### 18. Feature-Rich and Easy to Navigate—Great Free Basic Plan **Rating:** 4.5/5.0 stars **Reviewed by:** Megan J. | SLP, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** It has lots of features, and the free basic membership is a nice option. Navigation is also pretty simple and easy to use. **What do you dislike about Carepatron?** It takes some getting used to, but I haven’t chosen to watch any training videos or join any virtual calls yet. **What problems is Carepatron solving and how is that benefiting you?** Carepatron allows me to take better notes, and offers more flexible scheduling options ### 19. Intuitive UI, Smart Scribe, and Seamless Calendar Linking **Rating:** 4.5/5.0 stars **Reviewed by:** Sasha S. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Carepatron?** I love how easy it is to navigate, and I really appreciate the scribe feature. I also like that my calendar automatically links any events on it. **What do you dislike about Carepatron?** It can be a little overwhelming to learn the features. **What problems is Carepatron solving and how is that benefiting you?** I love the addition that lets me see a summary of the last session I had with a client. It really helps me get a quicker idea of the structure for the upcoming session. **Official Response from Karina Jimenea:** > Hi Sasha, thank you so much for the kind words! We're really glad the navigation, scribe feature, and calendar linking have been working well for you. We hear you on the learning curve, and we totally understand that getting familiar with everything can feel like a lot to take in at first. Our tutorials and support team are always there to help make that journey smoother, so don't hesitate to reach out! So glad the session summary feature is helping you prep for upcoming appointments more efficiently. Thanks for being part of the Carepatron community, Sasha! ### 20. Simple and User-Friendly, But Could Be Cheaper **Rating:** 3.0/5.0 stars **Reviewed by:** Lauren W. | Licensed Clinical Social Worker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I love that Carepatron is extremely user-friendly and very simple, which makes my job easier. The setup was super quick and easy, and it helps everything go smoother and faster. It simplifies my billing submissions and allows clients to handle their scheduling, which is a huge help. **What do you dislike about Carepatron?** I wish it was cheaper. I thought it was free. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for scheduling and billing sessions. It helps make everything go smoother and faster. It's very simple and extremely user-friendly, making my job easier, especially with submitting billing and allowing clients to schedule. **Official Response from Karina Jimenea:** > Hi Lauren! We appreciate your feedback. Thank you for the kind words! We're really glad the platform has been making your day-to-day so much easier. Carepatron does have a free version that's a great starting point for practices just getting off the ground. For more advanced features and higher usage, our paid plans unlock a lot more capability. We also have special offers and promos available for first-time users, so feel free to reach out to our team at support@carepatron.com to find out what's available for you! ### 21. HIPAA-Compliant Templates That Make Summaries and Notes Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda V. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Carepatron?** HIPAA compliance and templates for creating unique summaries and notes. **What do you dislike about Carepatron?** I’d like to see more unique scheduling options and rules for each individual service type. **What problems is Carepatron solving and how is that benefiting you?** Having a HIPAA-compliant video platform, the ability to create service billing links for my website, and optimized note-taking has given me more time to focus on my clients and provide them with a better overall experience when working with me. **Official Response from Karina Jimenea:** > Hi Amanda, thank you for the kind words! We're so glad that our HIPAA-compliant templates and note-taking tools are helping you stay organized and give your clients the attention they deserve. Your suggestion around more granular scheduling options and rules per service type is a great one, and we've passed it along to our product team for consideration. Thanks again for sharing your experience, and feel free to reach out anytime! ### 22. Easy Profile Switching for Multiple Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Carepatron?** I have two separate businesses and I like that I am able to toggle between two separate profiles easily. This was the only platform I found that offers this. **What do you dislike about Carepatron?** The only issue I've had was that as I was writing a note, the note would randomly delete, which was incredibly frustrating. I reached out to support and they said I needed to use a different browser, which then resolved the issue. **What problems is Carepatron solving and how is that benefiting you?** As mentioned, the problem I had was finding an EHR that could hold my two separate practices and Carepatron solved that. It is also reasonably priced compared to other EHRs. **Official Response from Jamie Frew:** > Thank you so much for taking the time to share your experience! We're so glad the multi-profile toggle has made running your two practices easier. We also appreciate you flagging the note-deletion issue you ran into. If it ever resurfaces, please don't hesitate to reach back out, we'd love the chance to dig in further. Thank you again for the kind words on value and for trusting Carepatron with both of your practices. We're grateful to have you with us! ### 23. Versatile, affordable, and fast support — makes running our business easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Carepatron?** I like how compatible it is with many functions, support from the team is great and pretty quick. The price is also very reasonable and affordable making running a business helpful and lower overhead financially. **What do you dislike about Carepatron?** There are still some functions getting worked on like documentation being easier and less clunky in design and function, couples notes and being able to navigate minor client records with multiple parents/guardians. **What problems is Carepatron solving and how is that benefiting you?** They are definitely working on the documentation portions and offering credentialing for insurance which I think is great! They are quick to respond and receive feedback which is beneficial to me **Official Response from Karina Jimenea:** > Thank you so much for this thoughtful review! We're really glad the platform's versatility, affordability, and our support team's responsiveness have been making a positive difference in running your business. We appreciate the honest feedback on documentation, couples notes, and managing minor client records with multiple guardians. These are areas we're actively working to improve, and your input helps us prioritize the right things. So glad to hear the credentialing feature is landing well too. There's more good stuff in the pipeline! ### 24. Clean, Sleek Interface, But Doesn’t Feel Premium **Rating:** 3.5/5.0 stars **Reviewed by:** Ashley B. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2026 **What do you like best about Carepatron?** I like how it is very clean and sleek looking. Meaning that it does not overwhelm you with 100 features but rather gives you a clean view of everything. **What do you dislike about Carepatron?** The only thing that I would dislike is that it feels cheap, it does not feel like I am getting premium **What problems is Carepatron solving and how is that benefiting you?** It is solving keeping track of clients sessions and their payments **Official Response from Karina Jimenea:** > Hi Ashley! Thank you for the kind words on the design! A clean, uncluttered experience is something we've been very intentional about, so that really resonates with us. We hear you on the premium feel, and it's something we take seriously. We're continuously investing in the overall experience and have some exciting improvements in the pipeline that we think you'll love. So glad it's keeping your client sessions and payments organized! If you ever have suggestions on what would make it feel more premium to you, we'd genuinely love to hear them! ### 25. Versatile EHR with Great Support, Needs Better Mobile Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I appreciate Carepatron's integrated space for records, notes, billing, and referral, enabling me to manage several items at once. The customer support provided is very commendable. I also enjoy the template system and AI automation, which reduces documentation time and helps make notes more well-organized. **What do you dislike about Carepatron?** The AI scribe does tend to freeze. The auto-filled snippets on the notes could be more diverse and adaptable. And I would love if the telehealth app worked from the mobile app. The billing reports could also use some work to make them more user-friendly. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for an integrated space for records, notes, billing, and referral. It integrates AI, allowing me to manage several items and reduces documentation time, making notes more organized. ### 26. Simple UI, but Missing Audit Logs and Signature-Locking Limits Templates **Rating:** 3.5/5.0 stars **Reviewed by:** Brandon K. | Nurse Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Carepatron?** Their platform is well designed, with a simple UI that makes it easy to find what I need. **What do you dislike about Carepatron?** They lacked the ability to sign and lock notes, and there was no audit log to track where issues occurred. The templates also didn’t allow patient signatures to be inserted. On top of that, the options for modifying templates were limited and felt overly restricted. **What problems is Carepatron solving and how is that benefiting you?** I had to leave Carepatron because it didn’t have the features I needed. I do think the platform has potential, but at this point I couldn’t justify spending more time on it while waiting for updates. ### 27. Robust Scheduling and Integration, Needs Alerts **Rating:** 4.5/5.0 stars **Reviewed by:** Hope H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Carepatron?** I like the scheduling feature in Carepatron because it allows me to schedule my clients from anywhere. I appreciate being able to set a virtual link with either Carepatron or Zoom. The DAP feature helps to bring the conversation together, and I really like the transcribing feature that collects my conversations. I also find linking my devices to be a great aspect of Carepatron. **What do you dislike about Carepatron?** I still wish there was a voice recording feature so I could go back and listen and take my own notes. I wish there was an alert system reminder about my scheduled appointments linked to my phone. Maybe a day before alarm or the day of. I have a separate technical gadget I have to load up to see who is on my schedule for today. Also, maybe send me a cancellation notice by email whether I do it or they do it. This will help a lot. It was difficult to set up but I push through it. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for scheduling, video therapy, and sharing links to my clients. I can set virtual or Zoom links and schedule appointments from anywhere. The DAP feature integrates conversations and transcribing collects my interactions. **Official Response from Carepatron Team:** > Hi Hope! Thank you for sharing your feedback. For appointment alerts, Carepatron does support automated reminders that can be sent via email or SMS ahead of scheduled sessions, which can help with day-before or same-day notifications. You can learn how to set these up here: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders We also appreciate your ideas around voice recording, additional alerts, cancellation emails, and easier setup, and feedback like this is valuable for helping our team continue improving the platform. If you would like help configuring reminders or simplifying your workflow, our Carepatron customer team would be glad to assist anytime. ### 28. User-Friendly with Integration Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** JandG S. | IT Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Carepatron?** I find Carepatron quite user-friendly and intuitive, especially for North American users. The menus, location of features, and language used across the platform have a quickly discernible meaning for most English-speaking people. I also appreciate that it offers an affordable way to facilitate counselor/client scheduling, appointments, and documentation. **What do you dislike about Carepatron?** Right now, it feels difficult to connect Carepatron to other tools we use or automate workflows outside the platform. Ideally, Carepatron would provide stronger support for integrations through a well-documented public API so external systems can securely read and write data, and webhooks for key events so automations can run in real time. Easier connections with automation platforms like Zapier or Make. We also have some unreliable behaviors in the telehealth tool- if someone joins a meeting before the start time, they end up in a different virtual space than a person who joins (using the same link) after the start time of the meeting. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for affordable counselor/client scheduling, appointments, and documentation, managing schedules, onboarding clients, and more. **Official Response from Carepatron Team:** > Hi JandG, thanks for sharing your thoughtful feedback. We appreciate your thoughts around integrations and automation and we're already looking at ways on how we can improve these as part of a better user experience in the near future. We also understand your concerns about the telehealth. If you’re open to it, the Carepatron customer team would be happy to help review your setup, discuss integration options, or troubleshoot the telehealth behavior you mentioned. Thanks again for the detailed feedback, and please feel free to reach out anytime if we can assist further. ### 29. Streamlined Scheduling and Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Donna G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Carepatron?** I like that Carepatron has an app which makes it easy to send documents to clients and create my own documents to send. I can also edit documents provided by Carepatron and schedule clients effortlessly. It sends reminders to clients via text and email, which is a big help. Having an all-in-one application keeps the backend running smoothly, allowing me to concentrate on other things. It's definitely a time saver for me. The more automated, the better. I appreciate that the app doesn't keep pressuring me for unnecessary things like upgrades. **What do you dislike about Carepatron?** The app asks for updates a lot but I am not sure what it is updating. I only use what I need. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to manage client schedules, send documents, and keep track of appointments. It helps my backend run smoothly, saves time with automation, and sends reminders to clients, allowing me to focus on other tasks. **Official Response from Carepatron Team:** > Thank you for sharing your feedback. We are glad to hear Carepatron is helping streamline your scheduling, document sharing, and client reminders so you can spend more time focusing on your work. We also appreciate you mentioning the frequent app update prompts. These updates typically include performance improvements, security enhancements, and new features that help keep the platform running smoothly, even if they are not always immediately visible in your daily workflow. If you ever want clarity on an update or help managing your setup, the Carepatron customer team will gladly assist. Thanks again for taking the time to share your experience and please feel free to reach out anytime if we can support you further. ### 30. Outstanding Value — A Very Good Platform at a Great Price **Rating:** 5.0/5.0 stars **Reviewed by:** Luis S. | Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Carepatron?** It's a very good platform at a great price. **What do you dislike about Carepatron?** Nothing comes to mind. Even when we come up with something that could be better, they are great on receiving the feedback & aiming to fix it. **What problems is Carepatron solving and how is that benefiting you?** They are very proactive when problems arise, and feel like they are constantly looking for ways to better the platform. **Official Response from Karina Jimenea:** > Luis, thank you so much for the kind words! We're really glad Carepatron has been delivering great value for you. It means the world to hear that our team has been responsive and receptive to your feedback. That's the kind of relationship we want to have with every one of our users, and we'll keep at it! Thanks again for being part of the Carepatron community. ### 31. Efficient, User-Friendly Platform with Great Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** August 05, 2026 **What do you like best about Carepatron?** I really like Carepatron's interface; it looks very easy to use, and I haven't had any complications with figuring out the site on my own. I find the workflow features helpful for automating tasks, which saves me a lot of time, even with the plan I have. The AI Script Scribe embedded in the system seems like it will be very beneficial for easing my documentation burden. Initially setting up Carepatron was quick and very easy, making it ready for client intake swiftly. **What do you dislike about Carepatron?** nothing so far **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps me schedule clients, manage their medical records, and reduces documentation time with AI Script Scribe. Its automation features streamline workflows, even on lower plans. ### 32. Streamlined Life Coaching with Carepatron **Rating:** 4.5/5.0 stars **Reviewed by:** Trevor U. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Carepatron?** I find the simplicity of Carepatron's app to be very user-friendly and easy to use. Adding a patient is a breeze with this platform. Collecting payment is definitely seamless, which is a big plus for me. I also like the platform layout and the notes feature, which I believe are quite valuable. The AI dictation helps me capture things I might have missed during conversations, especially for SOAP notes. The pre-created templates are very handy. I'd recommend Carepatron to anyone just starting up due to these features. Additionally, I find the pricing per person to be wonderful, and the initial setup was very easy. **What do you dislike about Carepatron?** I believe that the e-prescribe abilities should be added to Carepatron, and I think that it should also have PMP aware, the prescription drug monitoring database attached to it. For prescribers, I think it would be a great EMR if only it had that capability. **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps with cognitive behavioral life coaching and generates AI notes. It simplifies adding patients, payment collection, and offers AI dictation for notes, ensuring I don’t miss anything in conversations. The platform's simplicity and pre-made templates are valuable for anyone starting up. **Official Response from Carepatron Team:** > Thanks for taking the time to share your feedback. We’re glad to hear that Carepatron’s simplicity, templates, AI dictation, and payment tools are helping streamline your workflow and make it easier to manage clients and documentation. We also appreciate your suggestion around e-prescribing and PMP integration. That capability is valuable for many prescribers, and feedback like yours helps guide what our product team explores as the platform continues to evolve. If there is anything you would like help setting up or if you have additional suggestions, the Carepatron customer team will gladly assist. ### 33. Intuitive EHR with AI Dictation and Seamless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Jaclyn P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Carepatron?** I really like the AI dictation and the premade templates with clickable forms that Carepatron offers. It makes tasks more efficient by streamlining billing and scheduling, and the customization of the calendar is a great feature. Setting up a dummy account was super simple and pretty self-explanatory, especially when customizing the calendar and scheduling. Carepatron's overall user-friendliness is appreciated compared to other EHR systems. **What do you dislike about Carepatron?** As of now, I have no idea how to use the AI dictation once I open a template and then I open it in the workspace. I can't figure out how to use it, but that is not an issue that Carepatron has created. That's probably an issue either with my iPhone or with the fact that I was just testing out the website and have not paid for anything at this point. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron because it provides premade clickable templates, and supports transcription and dictation. These features streamline my admin work, improving work-life balance and ensuring I'm paid fairly. The tool also enhances billing, scheduling, and calendar customization, making it user-friendly. **Official Response from Carepatron Team:** > Hi Jaclyn, thank you for sharing your experience with Carepatron. Regarding the AI dictation, if you're trying to use voice-to-text inside a template or workspace note, you may need to enable your device’s dictation feature first. You can follow the quick steps in our guide here: https://help.carepatron.com/en/articles/8668338-voice-to-text-dictation. This explains how to activate dictation depending on the device or browser you’re using. If you’d like a hand setting it up or testing it in your workspace, feel free to reach out anytime. Our support team will gladly help walk you through it. Thanks again for taking the time to leave a review. ### 34. Efficient, Secure, and Affordable with Minor Connectivity Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Lesley P. | Licensed Clinical Social Worker, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I appreciate the affordable cost of Carepatron. The audio feature with AI that develops progress notes for me is really handy, and I like that I can make adjustments as needed. The chat feature is something I appreciate too, as it helps keep private information secure compared to using email or a cell phone. I like that Carepatron stores all my completed notes, which is convenient. Creating a fake user to practice features like the camera feature before using them with actual clients is also something I appreciate. Additionally, the ability to sync Carepatron with my personal calendar prevents scheduling conflicts, saving me time. I also found the initial setup user-friendly and appreciated the chance to try the free version first. **What do you dislike about Carepatron?** I'm not sure what's going on with the connectivity. I've had clients express concerns that the audio feature cuts off more often than on other platforms. There might be ongoing tweaking happening with the IT side. I've also heard the same concern about connectivity not being the same compared to others. Additionally, there could definitely be ongoing improvement in regards to the ability to personalize each of the statements and receipts for my clients. **What problems is Carepatron solving and how is that benefiting you?** Carepatron solves billing concerns by tracking payments and appointments, ensuring security of client data, generating progress notes with AI, and reducing form creation time, while allowing integration with my calendar for seamless scheduling. **Official Response from Carepatron Team:** > Hi Lesley, thank you for taking the time to share such thoughtful feedback. We appreciate you highlighting the connectivity concerns you and some of your clients have experienced with audio. Reliable sessions are essential, so feedback like this is really helpful for our team as we continue refining performance and stability across telehealth and recording features. We also appreciate your suggestion around further personalization for statements and receipts. Input like this helps guide future improvements to billing workflows. If you ever notice specific situations where audio cuts out or would like help customizing your billing documents, our Carepatron customer team would be glad to assist and look into it with you. Thanks again for sharing your experience and for being part of the Carepatron community. ### 35. Streamlines Psychotherapy with Intuitive Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Darijan N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I like that Carepatron is organized and very user-friendly. It allows me to organize my clients in a really great way, including note-taking. I love the fact that it uses AI to record my notes so I can spend more time with my clients instead of writing or typing things up. It just makes it easy to keep track of my clients and send forms, streamlining my practice. I appreciate how it organizes billing, client information, their notes, and all forms, providing all the information I need. Invoicing and scheduling are also invaluable features. The initial setup was super easy. **What do you dislike about Carepatron?** I find the video quality in Carepatron could be improved. A lot of the times, I've had to switch to using Google Meet or Zoom because Carepatron would often lag or freeze for long periods, which other apps don't do. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to organize my clients easily, including note-taking with AI, which lets me spend more time with them. It helps me track clients, send forms, and streamlines my practice. **Official Response from Carepatron Team:** > Hi Darijan, thanks for sharing your feedback and for taking the time to write this review. We appreciate you raising the video quality concerns you have experienced during sessions. Reliable telehealth performance is very important, and feedback about lag or freezing helps our team continue improving stability and overall video performance. If you ever notice patterns with when this occurs or would like help optimizing your telehealth setup, our Carepatron customer team would be glad to assist. Please feel free to reach out anytime! ### 36. Simple, Easy-to-Use Carepatron for Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** Care Patron is a very simple software that is easy to use especially for small businesses. Before Carepatron we tried multiple big name softwares, and they all came with issues that lead us to quit using them. I have yet to come across anything that would make me change softwares. **What do you dislike about Carepatron?** I do wish Carepatron had more texting features, for reminders and things. But it looks like they will soon be coming out with more. I also wish you could submit prior authorizations or referrals (like fax) but that is not a huge turn off. What would also be nice is being able to add outside documents to the document section. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is our ehr software that allows us to store and write patient progress notes, it also allows us to send invoices and intake forms. This has extremely helped us, because we were doing all paper, so now it is one spot. The ease of the software allows for less time spending trying to figure out where you need to go to get to something. **Official Response from Carepatron Team:** > Thanks for sharing your feedback, we really appreciate it. It is great to hear that Carepatron has been a simple and reliable solution for your practice after trying other systems. Carepatron also includes built-in SMS messaging for things like appointment reminders and client communication, so if you have not explored that feature yet our team would be happy to help you get it set up. We also appreciate your suggestions around referrals or prior authorizations, and feedback like this will be shared with our product team as we continue improving the platform. Please reach out anytime, we are always here to help. ### 37. Streamlined Practice Management with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2024 **What do you like best about Carepatron?** I really like the ease of use of Carepatron, setting it up was easy, and it doesn't require much to keep going from there!. The integration of multiple functions is great - for example, the calendar feature connects to client details, where I can store notes and review appointment attendance over time. I love being able to send my intake documents from Carepatron when I book a client in for their first appointment. Clients have also uploaded additional documents like past reports to Carepatron when completing intake forms. My clients really appreciate the text and email appointment reminders. Overall it reduces my administrative burden. I compared a few products when I was looking for practice management software to use, and chose Carepatron based on it's security features and ease of use. **What do you dislike about Carepatron?** I think it would be useful if there was a different calendar color for appointments not attended vs appointments cancelled, just to make it easier to see at a glance, but that's the only issue I have. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to manage my psychology practice, streamline bookings, and link appointments to notes and client details. The calendar and automatic email and text reminders improve attendance. It's easy to use and integrates smoothly with my workflow, and reduces my admin time! **Official Response from Carepatron Team:** > It's great to hear that Carepatron is solving many of your administrative needs and saving you time. We're committed to providing a comprehensive platform for managing client information and appointments. ### 38. Cost-Effective EHR with Great Features, Needs AI Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Zeth C. | Community Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I like how easy Carepatron is to use. The calendar features are quick and easy, which make it really simple to see my week at a glance and track client no shows or cancellations with an easy-to-read graph on the dashboard. I also enjoy the AI feature that makes note-writing a lot easier and quicker. **What do you dislike about Carepatron?** The AI feature needs a lot of work. Sometimes trying to record the transcript in person is pretty clunky, and it's caused me to kinda stop using it for in person. It works much better for phone for telehealth, but it does have some issues where on the transcript, it'll show repeating the same phrase over and over again even though that wasn't part of the conversation. I'd like more customization in the way the notes are written. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for its extensive template library, which saves me from typing forms manually. Its scheduling features are easy, and it helps track no-shows. The AI aids with notes, while integrated telehealth streamlines my workflow. **Official Response from Carepatron Team:** > Hey Zeth, thanks for taking the time to share your feedback. We appreciate you highlighting your experience with scheduling, templates, and the AI notes feature. We also understand your concerns around the AI transcription. Improvements to accuracy, recording performance, and note customization are areas our team is actively working on, and feedback like yours helps guide those improvements. If you have additional feedback or any other concerns, we'd be happy to assist in any way we can. Please feel free to reach out anytime. ### 39. Affordable, Feature-Rich EHR with Seamless Mobile Access **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I appreciate that Carepatron offers an affordable option for electronic health records, which is really important as I'm just starting in my practice. It provides a comprehensive range of features at a great price level, including video note-taking, AI-assisted note taking, an integrative calendar, and secure messaging. The ability to customize note templates and send notifications to clients via text and email is also a plus. I love that there's a mobile app, which allows me to manage my schedule and respond to client messages on the go, without needing to be at my computer. It's also fantastic that they offer a free version that isn't just a trial. Additionally, I like how my clients can view and schedule directly on my calendar from their own portal, and I can control the forms they complete. The setup was very easy for me, and the AI note-taking feature significantly decreases my note-taking time and allows me to focus more on sessions. **What do you dislike about Carepatron?** I would like to see more ability or ease to edit the different note-taking options, to add certain things, take away certain things, and to be able to pull information directly from a client's chart into a note and vice versa. I would like to see more adaptability on that front. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for affordable electronic health records, AI note-taking, and seamless client scheduling. It has drastically decreased my note-taking time, letting me focus on clients during sessions. Clients can schedule directly, and I manage everything through the app without needing a computer. **Official Response from Carepatron Team:** > Hi Kelly, we really appreciate you taking the time to leave such a thoughtful review. We also appreciate your suggestions around expanding customization within note templates and making it easier to pull information between client charts and notes. It's extremely helpful as we continue to improve documentation flexibility and workflows. If you would ever like help optimizing templates or getting even more out of your workflow setup, our customer team will gladly assist. Feel free to reach out anytime! ### 40. User-Friendly, Customizable Workflows at an Unbeatable Price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** It is very user friendly, customizable and seems to work well for my clients. I like the workflows and that the calendar is integrated into Google. The price for the software truly cannot be beat. **What do you dislike about Carepatron?** I wish there was an option for adding outbound faxing **What problems is Carepatron solving and how is that benefiting you?** having my bookings, client documentation, calendar, and more all in one place really saves me time. As someone with ADHD this software takes a huge mental load away from me ### 41. A Fully Functional Platform That Solves Real Problems **Rating:** 5.0/5.0 stars **Reviewed by:** Angelo P. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** They made a fully functional platform that solves real problem. **What do you dislike about Carepatron?** It's hard to reach out to customer support. But you don't really need support at all times. **What problems is Carepatron solving and how is that benefiting you?** Making daily tasks easier. Including AI notes, billing, and scheduling **Official Response from Karina Jimenea:** > Hi Angelo! Thank you so much for the kind words! We're really glad Carepatron has been making daily tasks easier. We hear you on the support experience. Just a heads up that our support team typically replies within a couple of hours through chat on weekdays. Weekend support is more limited, but we're always doing our best to be there for our users as much as possible. ### 42. Great Value, Strong Functionality, and Supportive Onboarding **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany S. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Carepatron?** I like the price, the functionality, and the level of support I received during onboarding. **What do you dislike about Carepatron?** The integrations piece took a bit of time however the intelligence of the support staff helped expedite the process. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is addressing the AI side of things and helping streamline processes to support quality performance and a better UI/UX. **Official Response from Jamie Frew:** > Hi Tiffany, thank you so much for taking the time to share your experience! We're thrilled to hear the pricing, functionality, and onboarding support hit the mark for you. You're right that integrations can take a little time to get just right, and we're glad our team could help smooth the way. It's great to know our AI features and overall UI/UX are helping streamline your processes. We appreciate you being part of the Carepatron community! ### 43. Intuitive and Comprehensive Solution for Private Practice **Rating:** 4.5/5.0 stars **Reviewed by:** Samantha H. | Licensed Psychologist / Practice Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Carepatron?** This software is intuitive and easy to navigate, even for someone who typically struggles with other EHRs. It covers everything I need for my practice, including online bookings, client messaging, form creation and online completion, online payments, video conferencing, and billing. I am able to integrate my own forms, use pre-made templates, or create from scratch on the platform. Since I do not accept insurance, I haven't had the opportunity to try out that particular feature. Getting started and setting up the system was straightforward. So far, customer support has been excellent—I’ve used the AI assistant for a few simple questions and have also emailed support, always receiving a prompt response. I have been using this software daily in my private practice since I started with it six months ago. And it is very affordable - starting with a free option as I was just getting the practice set up and testing it out. **What do you dislike about Carepatron?** Carepatron offers clients the ability to send "messages" as well as create "notes." In my opinion, this could be confusing for clients, since these are two different features that might appear similar at first glance. **What problems is Carepatron solving and how is that benefiting you?** It keeps my entire practice management in one place - scheduling, billing, telehealth, and documentaiton. **Official Response from Carepatron Team:** > Hi Samantha! We're glad to hear how Carepatron benefits your practice. We hear your concern regarding Messages and Notes. This has been shared with the team. We're always looking for ways to improve our platform, so we appreciate you bringing this to our attention. ### 44. Fantastic SOAP Note and Client Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Rhonda S. | Licensed marriage and family therapist, Individual & Family Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I love the soap notes templates and all the other client templates too! **What do you dislike about Carepatron?** It’s a bit confusing at first, maybe clearer instructions and user friendliness but **What problems is Carepatron solving and how is that benefiting you?** Getting my documentation Completed in a timely and efficient manner. ### 45. Poor Support and Delays Hurt Our Clinic Launch **Rating:** 1.0/5.0 stars **Reviewed by:** Jacob H. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about Carepatron?** The interface and the intention of the features. **What do you dislike about Carepatron?** The support is very bad and the long back and forth caused massive delay in clinic launch. **What problems is Carepatron solving and how is that benefiting you?** Streamlining clinic operations in one application. ### 46. All-in-One Platform with Impressive Feature Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sámar K. | Professor: Human Sexuality, General Psychology, Health Psychology, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Carepatron?** How many features are integrated in one place. **What do you dislike about Carepatron?** The link for website doesn't fit the space well. **What problems is Carepatron solving and how is that benefiting you?** CarePatron lets me bill clients directly for sessions, and it also helps me save money by reducing my need for other services, like telehealth. **Official Response from Karina Jimenea:** > Samar, thank you for the 5 stars! We're really glad that having everything integrated in one place has been valuable for you, and that it's helping you save money by reducing the need for other services. ### 47. Automated Invoicing in Just a Few Clicks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2026 **What do you like best about Carepatron?** The automated invoice process is very user friendly and fills out the information for you. In just a couple of clicks you have an invoice for each client **What do you dislike about Carepatron?** Currently, CarePatron does not have a feature to pull invoices for an entire calendar year for a client. The invoices have to be manually downloaded one at a time. **What problems is Carepatron solving and how is that benefiting you?** CarePatron is solving our accounting software problem which makes getting paid more streamlined **Official Response from Karina Jimenea:** > Thank you for the kind words! We're really glad the invoicing has been such a time saver and that getting paid feels more streamlined for your practice. Thanks again for being part of the Carepatron community. We're glad to have you with us! ### 48. Easy to Use, with Regular Updates and Smarter Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Justine G. | Counsellor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** Carepatron is easy to use, I like that they are regularly updating features such as automation to improve functionality. They are also responsive to any questions I have when I am troubleshooting. **What do you dislike about Carepatron?** I do not like that currently their telehealth video feature will only show the shared screen in screen sharing mode, meaning that the view of the client disappears when presenting. This is especially unhelpful as I am a therapist and rely on visual cues from the client. **What problems is Carepatron solving and how is that benefiting you?** Carepatron significantly reduces the amount of additional administrative work that needs to be done in running a private practice. I can focus more effectively on clients. **Official Response from Carepatron Team:** > Hi Justine, thanks for taking the time to share your feedback. We hear your point about telehealth screen sharing and understand how important it is for therapists to maintain visual connection with clients during sessions. Insights like this help our product team better understand how the feature is used in real clinical settings, and we will be sure to pass this along as we continue improving the telehealth experience. If you would ever like help exploring telehealth workflows or have suggestions on how we can improve the experience further, our Carepatron customer team is always happy to assist. Thanks again for sharing your experience and for being part of the Carepatron community. ### 49. Effortless Client Coordination with Carepatron **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I like Carepatron's clean interface and its transcribing feature, which is great for calls. It's also easy to send forms to clients and manage confidentiality for clients while providing access to client forms for team members appropriately. **What do you dislike about Carepatron?** It would be nice to have a workflow aspect, where we could see who we are working on forms for and communicating with, and at what stage of the care coordinating process. We have to have a separate program for that. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to maintain client confidentiality, provide easy access to client forms, facilitate sharing with team members who have ROI, and keep clients organized in one place. ### 50. Easy to Customize, But Takes Time to Use Efficiently **Rating:** 2.5/5.0 stars **Reviewed by:** Beth A. | Occupational therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** How easy it is to customize templates and documents **What do you dislike about Carepatron?** It takes a while to figure out how to use it efficiently **What problems is Carepatron solving and how is that benefiting you?** It is helping me schedule clients and document their care - [View Carepatron pricing details and edition comparison](https://www.g2.com/products/carepatron/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+12%3A25%3A42+-0500&secure%5Bsession_id%5D=84573a89-dbe3-4fc6-8e2c-8b953055c42b&secure%5Btoken%5D=a1db0326be72214b0fa96a8e3c3e1e8defcf084f69fa86145e9a38524dcc5bc4&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 - Utilization Management - Patient Case 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** - Integration with EHRs - Compliance - Integration with Billing Software - 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 **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)