Carepatron Reviews & Product Details

Carepatron is very simple to use, offers great communication if you need assistance, and has many premade templates to choose from. Review collected by and hosted on G2.com.

I wish I could put a profile picture on the client page. Review collected by and hosted on G2.com.

I use Carepatron to manage my private psychotherapy practice and really appreciate its user interface, which is simple and intuitive. The telehealth experience is easy and intuitive for clients as well, and everything integrates with calendar systems. Creating a HIPAA-compliant telehealth and EHR system helps me avoid managing multiple systems, which is very helpful. The initial setup was very easy, which was great for starting a new practice from scratch. Review collected by and hosted on G2.com.

I'd like to be able to set a manual text reminder or email reminder for clients. So send a text or email reminder twenty-four or forty-eight hours, whatever the client's preference is before the appointment. I'd like to be able to customize those reminders. Review collected by and hosted on G2.com.

I love how Carepatron makes the entire process so much easier with its integrative approach and how it translates forms into online signable documents very easily. I really appreciate the great price of the platform and the overall experience I've had with it. I'm grateful for the forms, assessments, and auto-scoring features that take the guesswork out of choosing the right assessments. It's great to have a menu of templates and forms and the ability to share them with other psychotherapists and health care professionals, which makes it a lot easier. Also, the initial setup was very easy for me, and having the support of an advisor to walk me through the process was really helpful. The onboarding specialist and demo clients are also valuable for learning how to use everything effectively. Review collected by and hosted on G2.com.

I just started using it, so I don't know yet. However, some of the user interface is a little not so intuitive. I wish over time it would be a little more intuitive for us to try to get done what we need to. Like, having AI integrated for questions throughout, not just in specific places. And also, yeah, just making it a little more intuitive, easier, and simple to follow and understand. Review collected by and hosted on G2.com.

Customizable, intuitive, and highly structured interface, which allows me to create the kinds of notes and other forms I need for my practice. Review collected by and hosted on G2.com.

I wish there were some additional things to pull in, such as the age of the person. I also wish that the multiple choice and single choice "other" options had an automatic text fill that would populate if they are selected. I do not think this is a current feature, though I could be wrong. Review collected by and hosted on G2.com.

Update: The free offering is a bait and switch. I am now unable to access my account because I have supposedly used 279% over the 1GB. To be clear, I have one client record that includes intake docs, two or three appointments and the resulting invoices, and two 2-line chart notes. No payments have been processed through the platform, no telehealth, no transcripts and no progress notes. I am not currently interested in upgrading to a bigger package with features I don't need and won't use at this time.

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. Review collected by and hosted on G2.com.

Updated to add: I feel scammed by the free offering. My access has been blocked and it is being claimed that I have used 279% over the free 1GB. I have to pay to upgrade in order to get into my account. The first, and only, support call available is two weeks away. I have had to communicate with someone over email.

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. Review collected by and hosted on G2.com.

I use Carepatron for my outpatient practice because it helps me manage billing and write notes efficiently while offering a confidential telehealth source for my clients. The ease of use is something I really like, along with the great telehealth connection it provides. It's important for me to have a reliable connection, and my clients have expressed satisfaction with the video quality, which is crucial for both therapists and clients. I've switched from SimplePractice to Carepatron and have been very pleased. Overall, I've had good success with Carepatron and would recommend it to others in private practice. Review collected by and hosted on G2.com.

I've had a little bit of trouble with onboarding and I'm still needing to confirm with clients that they've received the links for appointments. I wish there was better online help available independently, as I sometimes don't have time for a 30-minute interview to learn how the software works when I could just read a manual. Review collected by and hosted on G2.com.

I use Carepatron for my therapy private practice, and I find it solves many problems for me. I appreciate the credentialing with insurance panels and the insurance billing features. The ability to schedule groups and do notes for both my clients and the people I supervise is very helpful. I love the robust template library and the overall cost, which is less than my previous EHR. Customer service and support have been amazing, and the ease of importing data from my previous EHR is simple. Accessing someone to assist me while migrating platforms made all the difference for me, especially as migrating client data was impossible with other platforms I'd explored. The initial setup was a 10 out of 10 in ease. Review collected by and hosted on G2.com.

N/a Review collected by and hosted on G2.com.

I really like how easy it is to use. It has helped me find more time to manage my caseload. The claim submission process is super easy, and it lets me know if I miss any part of the process. The app’s accessibility for clients has also been a game changer for communication. Review collected by and hosted on G2.com.

The only negative experience that would like to potentially change are simpler ways to integrate virtual counseling. Review collected by and hosted on G2.com.

Customer service/support team is great and extremely responsive. They offer an onboarding session with an employee that walks you through setting up , answers questions, and helps you customize the platform to work best for your practice. Pricing is competitive with other similar platforms, and actually a pretty good value for what is included. User interface is fairly intuitive. They have an AI chat feature to help answer logistical questions, and if it is not answering your specific question, quickly directs your concern/feedback to a live employee. Review collected by and hosted on G2.com.

The platform is pretty glitchy at times and doesn't support having multiple windows/tabs with Carepatron open, so many notes were lost because of this. The video platform also had various technical issues on both the client side and practitioner side. There were many obstacles in getting ERAs and payments set up, with many not integrating in even after 6 months. So a lot of billing had to be managed and tracked manually. There were also limitations in payers for electronic claims submission. Review collected by and hosted on G2.com.

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

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