--- title: Carepatron Reviews meta_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 691 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: 691 scale: '5' date_modified: '2026-08-07' 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:** 691 ## 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. GREAT FOR START-UPS AND SMALL BUSINESSES **Rating:** 4.0/5.0 stars **Reviewed by:** NATALIA W. | Owner & Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Carepatron?** What I like most about Carepatron is that it's user-friendly and it had all the tools I needed to start my home health business. **What do you dislike about Carepatron?** What I dislike about Carepatron is the email integration and messaging systems. This platform is very basic, Carepatron definitely has room for growth. I'm excited to see what's next. **What problems is Carepatron solving and how is that benefiting you?** Healthcare platforms can be very expensive. Carepatron is very cost-effective and fits into our budget. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has been user-friendly and provided the tools you needed to get your home health business up and running. Appreciate your feedback on email integration and messaging. We’re continuing to expand and improve those areas, and it’s great to hear you’re excited for what’s ahead. If you ever have suggestions or need support, feel free to reach out through the website or your User Dashboard. We're here to help. ### 2. Affordable, Simple, platform with excellent integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2025 **What do you like best about Carepatron?** I love how intuitive the UI is. I was up and running, sending intake paperwork and invoices to clients within a few days. I also love the AI scribe feature for post-session notes. Carepatron makes my life as private practice therapist SO much easier. **What do you dislike about Carepatron?** Can't think of many! I'm really happy with the features provided. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is helping me consolidate all my scheduling, billing, and documentation and saving me a TON of time and money. **Official Response from Carepatron Team:** > Thanks for the kind words. We're glad to hear Carepatron has helped you get up and running quickly and that the AI scribe and client tools are making your day-to-day easier as a private practice therapist. If you ever need anything or have questions, feel free to reach out through the website or your User Dashboard. We're always happy to help. ### 3. The ease of use is great so far, and anytime I have a question they are quick to answer. **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay R. | speech language pathologist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about Carepatron?** I have been very happy with Care patron so far. The staff is extremely helpful and the interface is easy to navigate. Carepatron uses a clean and organized interface that is user friendly. Customer support is quick to handle issues. **What do you dislike about Carepatron?** I dislike the high processing fees for credit cards currently. **What problems is Carepatron solving and how is that benefiting you?** They are helping me be more organized with documentation and billing. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you've had a positive experience with Carepatron so far and that the interface and support team have been working well for you. We appreciate your note about credit card processing fees. While those are largely set by the payment provider, we understand how they can add up and it's something we're mindful of as we continue improving the platform. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. We're here to help. ### 4. New Customer **Rating:** 4.0/5.0 stars **Reviewed by:** Nancy R. | Substance Use Clinician, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Carepatron?** It is user friendly and really inexpensive. **What do you dislike about Carepatron?** I have not found anything I do not like yet. **What problems is Carepatron solving and how is that benefiting you?** There is a lot of tools in one place. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you're finding Carepatron user-friendly and affordable. If you ever have any questions or need support as you continue exploring the platform, feel free to reach out through the website or your User Dashboard. We're here to help. ### 5. Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2025 **What do you like best about Carepatron?** Carepatron is easy to use, HIPAA-compliant, and offers great features even on the free plan. I particularly like the ease for scheduling, AI notes, billing, and telehealth. **What do you dislike about Carepatron?** My main limitation is that it doesn’t have an internal messaging feature yet; communication is email-only for now. I’m looking forward to that being added. **What problems is Carepatron solving and how is that benefiting you?** Documentation and google sync (2-way) **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you're enjoying the scheduling, AI notes, billing, and telehealth features, and that Carepatron has been a helpful and compliant tool for your practice. Good news on the messaging front: secure internal messaging is now available. You can check out how it works here https://help.carepatron.com/en/articles/11696852-secure-messaging-with-carepatron If you have any questions or need help getting started with it, feel free to reach out through the website or your User Dashboard. We're always here to assist. ### 6. Best decision I ever made **Rating:** 5.0/5.0 stars **Reviewed by:** Kari F. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** I love how easy it is to use! I love the color and beautiful layout as well! It makes big tasks feel less time consuming and truly is a heavensent. **What do you dislike about Carepatron?** I quite honestly cant find a downside or default at this time. **What problems is Carepatron solving and how is that benefiting you?** The loss or skip in connection **Official Response from Carepatron Team:** > Thanks for the lovely feedback! We're so happy to hear that you're enjoying the design and ease of use. It's great to know Carepatron is helping to simplify your workflow. We’re always working to improve and appreciate your support. If you ever have questions or suggestions, feel free to reach out anytime. ### 7. Streamlined Comms and Care **Rating:** 5.0/5.0 stars **Reviewed by:** Lea S. | Trauma informed story coach/lay counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Carepatron?** I'm a new business start-up, and Carepatron has helped me streamline my work--from client profiles and intake forms, to scheduling and appointment reminders, invoicing and superbills, to a video conferencing platform. Everything I need is at my fingertips to interface with clients in a way that both looks professional and helps me focus on offering the best care. **What do you dislike about Carepatron?** I had some trouble dovetailing my (non-Google) calendar and email to this service and haven't yet had time to walk through that with your tech people. For now, I've devised some workarounds... **What problems is Carepatron solving and how is that benefiting you?** I am a trama-informed story coach, so my business is unique in that it's not quite like life coaching, but it's not licensed therapy. Regardless, Carepatron has what I need to offer my clients a streamlined, professional platform for scheduling, invoicing, and tele-health sessions. It helps me keep track of everything in one place, and it was fairly intuitive to learn! **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron! We're glad to hear that our platform has been instrumental in streamlining your business processes and providing a professional experience for your clients. We apologize for any inconvenience with calendar and email integration and will strive to enhance this functionality. ### 8. Still needs some work **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2025 **What do you like best about Carepatron?** The cost, ability to contact customer care easily. The calendar is nice. **What do you dislike about Carepatron?** The templates are unusually difficult to maneuver if creating your own. The fields don’t populate as they should. The “editor” and “receiver” is confusing when creating. There are gaps in the flow of the software. Some things populate automatically. Others only do when you go into the client chart. The AI portion seems unnecessary for the fields it is offered in on the site. The client intakes and demographics aren’t clear on the site. An App would be great to have as well. **What problems is Carepatron solving and how is that benefiting you?** Everything under one umbrella is beneficial in streamlining practice and ensuring confidentiality **Official Response from Carepatron Team:** > Thanks for taking the time to share your feedback. We're glad to hear you're finding value in the cost, calendar features, and customer support experience. We appreciate your detailed notes on templates, form logic, and how certain fields populate. We are always watching out for such suggestions to continue evolving the platform. If you’d like help with templates or have more suggestions, feel free to reach out through the website or your User Dashboard. We’re here to help and always open to feedback. ### 9. Has been really helpful so far **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie W. | Mental Health Clinician, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Carepatron?** The program is intuitive and easy to use. **What do you dislike about Carepatron?** I haven't found anything to dislike yet. **What problems is Carepatron solving and how is that benefiting you?** Keeping confidential notations and documentation on clients with an affordable and easy to manage system. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear Carepatron has been intuitive and easy to use for your practice. If you ever have questions or need support down the line, feel free to reach out through the website or your User Dashboard. We're always happy to help. ### 10. Easy and simple to use. It reall y has been a go to fot contacts within my industry. **Rating:** 4.5/5.0 stars **Reviewed by:** william y. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Carepatron?** It does not inundate you with ads and sales except for membership purchases, which is what its all about anyway so cant fault them there. The different areas it sends you to within it are easy to navigate and communicating with individuals is easy also. Getting in contact with someone to help you with a issue concerning the website is very easy also. veru supportive. The ammount of ways to use the site is great also. lots of features. I use it on a daily basis to check in with other developers working on simialr projects. integrating with my work loafd and time use has been relatively easy to. it works well within the time i have to use it. implementing it with my own suggestions for work in progress on projects with other develpoers has been a breeze to. **What do you dislike about Carepatron?** Not much. I would say that it sometimes sends you in circles to the same content sometimes is all. **What problems is Carepatron solving and how is that benefiting you?** It solves the problem of finding like minded individuals to work on gaming industry content i havnt been able to find anywhere else in a healthy atmosphere. **Official Response from Carepatron Team:** > We're glad to hear that Carepatron has been a valuable tool for you and your industry contacts. We appreciate your feedback and will take note of the issue you mentioned about navigating to the same content. ### 11. CarePatron was there when I needed them. **Rating:** 5.0/5.0 stars **Reviewed by:** Shakea R. | Founder/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Carepatron?** The best thing is there is a Free option. This works well when you don't have 5,000 clients to chart for. They also have many different templates you can choose to use for your notes. You can also use your own style. For those who believe, if it isn't broke, don't fix it, choose to search for a term, bookmark it, and use it regurally. Also, I don't remember getting too many emails from the company filling up my inbox. **What do you dislike about Carepatron?** The worse thing I can think about CarePatron is having to format some of the templates; however, you can make your own templates to use and format it as you wish. **What problems is Carepatron solving and how is that benefiting you?** I needed an EHR system to try quickly. When I checked out CarePatron, I was able to begin use in a short amount of time. Being that the clients I was using this for was not a high amount, I was able to chart/take notes in the system under the free acount. **Official Response from Carepatron Team:** > Thank you for your feedback! We appreciate your positive comments about our Free option and customizable templates. We're constantly working to improve our system and make it as user-friendly as possible. ### 12. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis A. | Certified and Accredited Life Coach, Owner, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Carepatron?** This has been an absolute game-changer for my business. Let's bring up ease of use and ease of implementation. There was no lag time between this system and our former one. The customer support is incredible and it is easily integrated with our office calendar. We use this every day and we needed something that was easily accessible. This has been a remarkable experience and I strongly recommend this, especially to smaller practices looking to manage like a pro! Thank you, Carepatron, for providing this outstanding platform and for your ongoing dedication and committment. **What do you dislike about Carepatron?** I have very few complaints although some reporting options would be nice such as attendance and missed appointment reports. **What problems is Carepatron solving and how is that benefiting you?** The platform itself is user-friendly, intuitive, and incredibly reliable, which has been essential in allowing me to focus on my clients rather than worrying about the technical side of things. The tools and resources available are thoughtfully designed, enabling seamless scheduling, note-taking, and client management. CarePatron has become an irreplaceable asset, empowering me to operate efficiently while delivering high-quality care and support to my clients. **Official Response from Carepatron Team:** > Thank you for your glowing review! We're delighted that Carepatron has made a positive impact on your business operations. We understand the importance of reporting options and will work to enhance our platform to better meet your needs. ### 13. CarePatron Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Carepatron?** Offering pre-filled templates, provider links for booking, and video chat system in house. Ease of use with platform **What do you dislike about Carepatron?** Billing section being in 'beta mod'e and not having automatic billing but only manual thus far. **What problems is Carepatron solving and how is that benefiting you?** All in one EHR platform for my agency **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with our pre-filled templates, provider links, and video chat system. We understand your concern about the billing section and are actively working to enhance this feature. We're dedicated to offering a complete EHR platform for your agency's requirements. ### 14. Great software and assisted us in our medical needs **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle V. | CIO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** The ease of use from the interface to the capabilities the tool offers is second to none **What do you dislike about Carepatron?** Nothing great products so far for our daily use **What problems is Carepatron solving and how is that benefiting you?** We had some issues in our billing department and care patron helped us tremendously **Official Response from Carepatron Team:** > Thank you so much for your review. We're really glad to hear you're finding Carepatron easy to use and that it's fitting well into your daily workflow. It's great to know the platform is meeting your needs. If you ever have questions or suggestions as you continue using it, feel free to reach out. We're always here to help and open to feedback! ### 15. Easy and intuitive to use. Really improves my practice management **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia K. | Mental Health Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Carepatron?** It is very helpful that Carepatron has everything in one place. I have clients on multiple platforms and this makes it easier to manage. **What do you dislike about Carepatron?** I have not really found anything yet. I am still playing with the software a lot. **What problems is Carepatron solving and how is that benefiting you?** It just makes everything very straightforward and is laid out in a common sense manner. Loving it so far **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear having everything in one place has made it easier to manage your clients across multiple platforms. Feel free to keep exploring, and if you ever have questions or need support, you can reach out through the website or your User Dashboard. We're always here to help. ### 16. Simple, affordable, just the basics **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse J. | therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Carepatron?** I appreciate the simplicity of the program and how affordable it is. The program is bare bones but that is what I was looking for. I does most of what I need. It was pretty easy to get up and started. **What do you dislike about Carepatron?** The customer service reps are good and helpful, but there are limited features (especially customizing things). The reps told me that they are working on a lot of these features currently. **What problems is Carepatron solving and how is that benefiting you?** Care patron integrates scheduling, client records, telehealth and documentation for me. It works well together. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear the simplicity and affordability of Carepatron have been a good match for what you need, and that getting started was easy. We appreciate your note on customization and understand how important that flexibility can be. It's true that many improvements are currently in the works, and we’re always looking to expand the feature set based on feedback like yours. If you have more suggestions or need support, feel free to reach out through the website or your User Dashboard. We're here to help. ### 17. I absolutely love the ease of use and features of Carepatron! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily B. | Massage Therapist/owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Carepatron?** I have been using Carepatron for a month. I was so excited when I found it, as I was looking for a secure, low cost, HIPPA compliant place to store my client massage notes, SOAP Notes, etc. That also gave me access to a good CRM area. What I found was a solution that takes care of my online scheduling, seamlessly connecting with my Wordpress website, easy invoice creation and checkout, storing of a credit card on file using Stripe, form creation, assigning forms to clients to be filled out after appointment scheduled, an online client portal, etc. They are currently working on Insurance Billing. Their customer service is awesome. I was able to easily get my questions answered. **What do you dislike about Carepatron?** They are still building out features. So it could still use a connection to a stripe terminal to lower credit card processing fees. **What problems is Carepatron solving and how is that benefiting you?** Easily manage all of my client interactions from scheduling, sending out forms, communicating with clients and checking out clients. Plus it integrates fully with my wordpress website. **Official Response from Carepatron Team:** > Thank you for your positive feedback! We're continuously working on building out new features and we appreciate your input as we strive to improve our platform. ### 18. Excellent! I’m very happy that I discovered this app! It has changed for good my clinic! **Rating:** 5.0/5.0 stars **Reviewed by:** Dra. Idamari S. | Clinical psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Carepatron?** Customer service 24/7! It’s very easy to chat and contact customer service! The team is very nice and helpful! Love them! **What do you dislike about Carepatron?** I want them to develop the app, but it’s not a big deal anyway. **What problems is Carepatron solving and how is that benefiting you?** My clinic is basically paper free. Everything is digital now. I love the AI feature that helps me transcribe my sessions. It makes my work easier! **Official Response from Carepatron Team:** > Thanks for your kind words. We're so glad to hear Carepatron has made a positive impact on your clinic and that the support team has been helpful and easy to reach. Appreciate your note about developing a dedicated app. It's on our radar, and we're excited about what’s to come. If you ever need anything, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 19. Very easy to use, I LOVE Carepatron **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** Very easy to use, improved quality and easy scheduling **What do you dislike about Carepatron?** The dislike that I have is sometimes it’s a little slow, other than that I LOVE it! **What problems is Carepatron solving and how is that benefiting you?** Benefits me with health care management scheduling **Official Response from Carepatron Team:** > We're glad to hear you're enjoying the platform and finding it easy to use with improved quality and scheduling. We really appreciate your kind words. As for the occasional slowness, thank you for pointing that out. We're constantly working on performance improvements to ensure everything runs smoothly for all users. If you notice specific times or areas where it slows down, feel free to reach out to our support team. We're always happy to take a closer look. Thanks again for being part of Carepatron! ### 20. Good Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Christine S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Carepatron?** The thing that I like about Carepatron is that it is intuitive **What do you dislike about Carepatron?** Affordable entry price point for new employers **What problems is Carepatron solving and how is that benefiting you?** I needed something hippa compliant **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you're finding Carepatron intuitive and easy to use. We appreciate your note on pricing for new employers. Affordability is important to us, and your input helps guide how we continue to shape our plans. If you have any questions or need support, feel free to reach out through the website or your User Dashboard. We're here to help. ### 21. Best thing that has happened since i got my degree **Rating:** 5.0/5.0 stars **Reviewed by:** Marianna D. | Licensed Clinical Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Carepatron?** I love this it so easy to you , an It seem tailor made for anyone in private practice. What made me stay in Carepatrone is no just it easy to use but everything it has to offer you can upload doc. pdf and send clients test, screening etc. **What do you dislike about Carepatron?** I do not dislike anything it fit perfectly with what I was looking for since 2020. **What problems is Carepatron solving and how is that benefiting you?** It streamlines the entire process of filing and managing client paperwork, saving me significant time and effort by keeping everything organized in one place. It not only provides me with clear records of who has paid for their sessions and when, but also helps me easily track my monthly income. The system's intuitive design allows me to quickly send patient screenings, homework assignments, and other materials directly to their email, enhancing the overall client experience. It's like having a virtual assistant that I’ve been searching for since 2020. **Official Response from Carepatron Team:** > We're glad to hear that our platform has been easy to use and has provided you with the tools you need to enhance your client experience. ### 22. Carepatron made our jobs a little eaiser **Rating:** 4.0/5.0 stars **Reviewed by:** Danielle D. | Addiction Psychiatry Lead Dr, Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2024 **What do you like best about Carepatron?** We were a start-up with minimal funding and carepatron was well within our budget with all the tools we needed to grow. It was a simple onboarding process and the user interface was a breeze to navigate though. I will reccomend carepatron for new practices. **What do you dislike about Carepatron?** The only downfall was the billing aspect, I use stripe through them but billing insurances compaanys youll need to use an external app for that. **What problems is Carepatron solving and how is that benefiting you?** Carepatron took the need of 4 platforms and intergrated them into a all in one platfom. The patient management and engagement was a sinch to navigate and use, We love the client portal which is easy to use for all of our clients . **Official Response from Carepatron Team:** > Thank you for sharing your experience. We’re really glad to hear Carepatron supported your startup with an affordable, easy to use platform and a smooth onboarding process. It’s great to know the tools helped you grow and that you would recommend Carepatron to new practices. We also appreciate your feedback on billing. Just to share an update, insurance billing is now available directly within the platform, and we are continuing to improve this area to make it even more seamless. Thanks again for taking the time to leave a review and for being part of the Carepatron community. ### 23. Patient and clinician friendly EMR portal **Rating:** 5.0/5.0 stars **Reviewed by:** A Z. | Founder and Clinical director at Beyond Rehab, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Carepatron?** I appreciate the comprehensive scheduling features, from appointment booking to automated daily reminders, seamless payment options, and superbill generation. I’m especially excited about the new feature that allows patient communication emails to be added directly to their charts. Kudos to the team for developing a state-of-the-art EMR portal that integrates effortlessly into both digital and in-person clinic settings. Looking forward to seeing upcoming enhancements that will further elevate care delivery. **What do you dislike about Carepatron?** As of now nothing but will reach other if there is anything. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is simplifying the EHR, clincial documentation and scheduling for clinicians and making easy to integrate in our digital clinic care. It is very beneficial to our clinics it makes the operation, comnunication and clinical documentation flow seamless for our company. **Official Response from Carepatron Team:** > We're thrilled to hear that you appreciate our comprehensive scheduling features and the new patient communication email feature! We're constantly working on enhancing our platform to further elevate care delivery, so stay tuned for upcoming enhancements. ### 24. Affordable EHR **Rating:** 3.0/5.0 stars **Reviewed by:** Jillian R. | Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Carepatron?** Affordable, ease of use, customer support **What do you dislike about Carepatron?** Difficulty integrating with other EHR systems I use. **What problems is Carepatron solving and how is that benefiting you?** EHR system that is affordable **Official Response from Carepatron Team:** > Hi Jillian! Thanks for the feedback. Can you share more insights on the type of integration you're looking for? We're open to any suggested improvements from our valued users. ### 25. Such a user-friendly platform for managing a private practice! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2025 **What do you like best about Carepatron?** The layout makes it easy to track all client notes, progress, appointments, invoices, etc. **What do you dislike about Carepatron?** There aren't any downsides that I've found! **What problems is Carepatron solving and how is that benefiting you?** Helping me to manage the administrative side of my business. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear the layout is helping you stay on top of notes, progress, appointments, and invoices with ease. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. ### 26. Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** Helped me with scheduling as well as Session notes. Allowed me to not have a specific number of characters to save a session note. Easier to transcribe as well. Used to talk notes onto laptop or IPAD **What do you dislike about Carepatron?** I enjoyed using Carepatron. Due to expensive plan I could not continue using for a school setting. **What problems is Carepatron solving and how is that benefiting you?** N/A **Official Response from Carepatron Team:** > We're pleased to hear that Carepatron was helpful for scheduling and session notes. We understand that pricing can be a consideration, and we appreciate your input. ### 27. Review of Carepatron **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Carepatron?** It seemed like a software solution comparable to others on the market. **What do you dislike about Carepatron?** I realized I could accomplish the solutions Carepatron would have offered my particular business on my own using software I already subscribe to. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is working to solve the issue of creating a user-friendly, affordable Electronic Health Record. **Official Response from Carepatron Team:** > Thank you for the positive review! If you have any suggestions on how we can further improve the platform, let us know and we'd be glad to assist. ### 28. Easy documentation that saves time **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | Clinical Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Carepatron?** The platform provides many templates for various records. Good customer support. **What do you dislike about Carepatron?** There is nothing yet identified as a problem. **What problems is Carepatron solving and how is that benefiting you?** Paperless records transition from paper records. **Official Response from Carepatron Team:** > Thanks for sharing your thoughts. We're glad to hear you're finding the templates helpful and that the support team has been there when needed. If anything comes up or you have questions down the line, feel free to reach out through the website or your User Dashboard. We're here to assist anytime. ### 29. Ease of use and practice. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2025 **What do you like best about Carepatron?** It has made the therapy practice a lot easier as we can do everything needed, through the platform itself. From scheduling sessions to issuing invoices, everything can be done here safely. **What do you dislike about Carepatron?** Nothing yet. I have been using it for a while now and I am very happy with the service. **What problems is Carepatron solving and how is that benefiting you?** It helps me manage my notes. It gives me ease to be able to issue invoices. It has made it easier to manage my data. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has made managing your therapy practice easier and that you're able to handle everything in one secure place. If you ever need support or have questions, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 30. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Aareon M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Carepatron?** It is easy to setup and user friendly it is very good for small & growing practices **What do you dislike about Carepatron?** I think the template feature is not as efficient as it should be and the inability to message clients without having to sync email would be great. **What problems is Carepatron solving and how is that benefiting you?** It is my EHR for my growing practice, it provides real time access to billing and patient files. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad Carepatron has been easy to set up and helpful for your growing practice. Good news — secure in-app messaging is now available, so you can communicate with clients directly without needing to sync your email. You can learn more about how it works here: https://help.carepatron.com/en/articles/11696852-secure-messaging-with-carepatron We also appreciate your note on templates and are continuing to improve that experience. If you need any help or want to share more, feel free to reach out through the website or your User Dashboard. We're here to help. ### 31. Great option for therapists working with clients in multiple languages **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Carepatron?** The main reason that I chose Carepatron is that it is much more friendly for my Spanish-speaking clients. The client is able to change the language of their entire client portal. I am able to change the language of all emails sent to the client. This is a huge improvement from other EHRs I have worked with, where the client would have to navigate through an English system to find the document that I translated. I've been highly impressed with their customer service. They let you talk to real people, and those people are really helpful. **What do you dislike about Carepatron?** I've just recently started using Carepatron, so have not used all the features yet, but have no complaints so far. **What problems is Carepatron solving and how is that benefiting you?** I was working with two companies that provide a limited EHR, but needed a way to allow my clients to securely fill out and sign documents other than the limited forms these companies offered. Carepatron allows me to do this, as well as all the other functions of the EHR. **Official Response from Carepatron Team:** > We're glad to hear that our language features have made a positive impact on your work with your Spanish-speaking clients. Our team is dedicated to providing helpful and responsive customer service, so we're pleased to hear that you've had a great experience. If you have any questions or feedback as you explore more of our features, please reach out to us. ### 32. Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** I like that is helps me be more efficient, professional, and accurate. **What do you dislike about Carepatron?** Sometimes specific details or tone isn’t perfectly captured, but it’s easy to correct. **What problems is Carepatron solving and how is that benefiting you?** Helps me save time, use more professional language, and identify interventions I didn’t even realize I was using. **Official Response from Carepatron Team:** > We're glad to hear that Carepatron is helping you be more efficient, professional, and accurate. We appreciate your feedback about specific details and tone, and we will work on improving that. Thank you for sharing how Carepatron is benefiting you! ### 33. Great for me and my private practice **Rating:** 4.5/5.0 stars **Reviewed by:** Leah B. | founder/therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Carepatron?** Has been mostly easy to learn coming from other major EMR's. A lot of great features included with affordable pricing (AI, templates, virtual appointment capability, patient portal). Support has been great and quick to respond. I like the google calendar integrating and that everything is easy on the eyes. **What do you dislike about Carepatron?** Still some things are not as easy and straight forward (making your own templates, sending forms to a minor and making the relationship with parents and figuring out how to send that, not being able to create different intake bundles or star your favorites). **What problems is Carepatron solving and how is that benefiting you?** ease of scheduling, charting time, summarizing notes/sessions with clients. **Official Response from Carepatron Team:** > Thanks so much for your thoughtful review. We're really happy to hear that the transition to Carepatron has been smooth for you and that the features, pricing, and support have been a good fit for your needs. We appreciate the feedback around template creation, managing client relationships like parent-minor links, and organizing forms. We're actively working on improving workflows like these and your insights are valuable as we continue to enhance the platform. If you ever need a hand with setup or want to share more suggestions, feel free to reach out to our Support Team via your User Dashboard or the website. We're always here to help. ### 34. Excellent EHR **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2025 **What do you like best about Carepatron?** Carepatron makes top of the line EHR features accesible. I don't know how they are able to make a free version available, but I hope that doesn't change! Support staff are super responsive and helpful and the interface is customaizable and appealing to work with. **What do you dislike about Carepatron?** There's nothing that I dislike but there are a few features I hope they will add in the future. An integrated phone system would be amazing! I'd also like to see insurance billing added and an out of network benefits estimator. **What problems is Carepatron solving and how is that benefiting you?** An integrated, high tech, affordable EHR with AI documentation capabilities and documentation templates. **Official Response from Carepatron Team:** > Thanks for the great feedback. We're glad to hear you're enjoying the platform and that the free version has been valuable for your work. It's also great to know the support team has been responsive and that you're finding the interface both customizable and enjoyable to use. Appreciate your suggestions on future features. We already implemented Insurance Billing, which was due to many feedback like yours. We hope you're utilizing that feature really well at present. If you ever have more feedback or need support, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 35. Smooth scheduling **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** The interface and AI powered features and few others, such as note saving. **What do you dislike about Carepatron?** The color profile rigidness which can be improved by customize feature option. **What problems is Carepatron solving and how is that benefiting you?** Helps making smooth scheduling for student in house counselling cell for psychological help. **Official Response from Carepatron Team:** > It's great to hear that Carepatron is helping you with smooth scheduling for student in-house counseling. We appreciate your feedback about the color profile rigidness and will take it into account for future enhancements. ### 36. Carepatron makes me want to document more **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2025 **What do you like best about Carepatron?** Very easy to incorporate and utilize in a small practice. The consistency and, honestly, the variability are unremarkable. **What do you dislike about Carepatron?** There is not much to complain about with this EHR platform. **What problems is Carepatron solving and how is that benefiting you?** Streamlining documentation and optimizing patient experiences **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear Carepatron has been easy to incorporate into your practice and that it's offering the flexibility and consistency you need. If you ever have questions or need support, feel free to reach out through the website or your User Dashboard. We're here to help whenever you need. ### 37. new user, easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2025 **What do you like best about Carepatron?** Easy steps, video guidance, all around good experience. **What do you dislike about Carepatron?** I do not like that i cant seem to sync my calendars. **What problems is Carepatron solving and how is that benefiting you?** There is no current problem to solve. **Official Response from Carepatron Team:** > Thanks for your feedback. It’s great to hear you’ve had a good experience so far and that the video guidance has been helpful. We appreciate you flagging the calendar sync issue. We have a guide dedicated to this here: https://help.carepatron.com/en/articles/6379265-sync-calendar If you still experience issues, our Support Team can help walk you through the steps to get it sorted. Feel free to reach out via the website or your User Dashboard anytime. ### 38. All in one EHR solution for therapists **Rating:** 4.5/5.0 stars **Reviewed by:** Keren G. | Therapist/Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Carepatron?** That I can have have an "all in one" place workflow to make sure clients know they can come to one place to get all information. **What do you dislike about Carepatron?** Not sure yet as I have not had the opportunity to use it much **What problems is Carepatron solving and how is that benefiting you?** To have the opportunity to have clients schedule appointments directly from my calendar and receive a link **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you’re finding value in having everything in one place for both you and your clients. That streamlined workflow can make a big difference. As you continue exploring the platform, feel free to reach out through the website or your User Dashboard if any questions come up. We're here to support you. ### 39. Great customer service and great company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** It is super helpful and super easy to use **What do you dislike about Carepatron?** There’s not anything that I dislike about Carepatron **What problems is Carepatron solving and how is that benefiting you?** Helps. Keep me on schedule and a lot of benefits for my health **Official Response from Carepatron Team:** > Thanks so much for your review! We're glad to hear you're finding Carepatron helpful and easy to use. If you ever have suggestions or need support, feel free to reach out. ### 40. Great System for Free Version **Rating:** 4.5/5.0 stars **Reviewed by:** Jodie S. | Psychological Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Carepatron?** Starting out in a private practice as a Psychological Associate, I appreciate a free EHR service with so many features. The upload and template features are wonderful! The ability to send patient's documents and messages confidentially is so important and I am grateful I can utilize Carepatron for such. **What do you dislike about Carepatron?** Building a new template can be a lilttle tedious, especially when first starting out. I find the diagnostic smart chip feature does not seem to work. I do wish Carepatron would send notications when a patient sends a message. **What problems is Carepatron solving and how is that benefiting you?** I am able to operate confidentially and privately in sending messages and using the video platform. I am able to send documents for signature to patients as well as my supervisor. **Official Response from Carepatron Team:** > We're glad to hear that you are finding the free version of Carepatron helpful for your private practice. We appreciate your feedback and will take your comments into consideration for future improvements. ### 41. Unbelievable FREE platform **Rating:** 5.0/5.0 stars **Reviewed by:** Nicola L. | Peer Support Worker in Mental Health, Addictions and Recovery, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2024 **What do you like best about Carepatron?** I just love how easy it is to use, how well you can customise thing to suit you and your needs as well as any clients coming through AND the fact it is free. I have trialed ones that have cost me before and they have been no where near as good as Care Patron. I even love the sound of the name! Its perfect. **What do you dislike about Carepatron?** No downsides at all, I genuinly have nothing to complain about. **What problems is Carepatron solving and how is that benefiting you?** It is making scheduling in clients alot more easier for me AND them. **Official Response from Carepatron Team:** > Thank you so much for sharing this feedback. We truly appreciate the kind words and are glad you’ve had such a positive experience so far. If you ever need anything or have questions in the future, our support team is always available through the website or directly from your user dashboard. ### 42. Top platform with top service **Rating:** 5.0/5.0 stars **Reviewed by:** Tobias G. | Inhaber/ Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Carepatron?** Carepatron is the perfect solution for coaches, therapists, etc. Here you have everything you need in everyday business. The support is very competent. **What do you dislike about Carepatron?** I have nothing to complain about, I am 100% satisfied with Carepatron. **What problems is Carepatron solving and how is that benefiting you?** Online bookings and video calls. Carepatron solves both problems. **Official Response from Carepatron Team:** > Thanks for the great feedback. We're glad to hear Carepatron has been a perfect fit for your work and that it's covering everything you need day to day. It's also great to know the support team has been helpful. If you ever have questions or need assistance, feel free to reach out through the website or your User Dashboard. We're always here to help. ### 43. So far I have enjoyed the platform and find it simple with support being responsive and helpful. **Rating:** 4.5/5.0 stars **Reviewed by:** Wally C. | Owner/Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Carepatron?** User friendly and covers everything at very reasonable cost **What do you dislike about Carepatron?** I have had a couple glitches being able to manipulate documents the way I would like but support is on it trying to assist. **What problems is Carepatron solving and how is that benefiting you?** All in one case management and CRM platform allowing me to schedule, document, and bill, etc. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear you're finding Carepatron user-friendly and that it's meeting your needs at a reasonable cost. Appreciate you mentioning the document glitches. It's great to know our support team is already assisting, and we're always working to improve the experience. If you need further help or have more suggestions, feel free to reach out through the website or your User Dashboard. We're here to help. ### 44. The software is very user friendly, and easy to navigate, **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Carepatron?** The free templates available, as well as the easy to navigate software. **What do you dislike about Carepatron?** I haven't found a characteristic that I dislike. **What problems is Carepatron solving and how is that benefiting you?** It combines all of my business needs into one software. **Official Response from Carepatron Team:** > Thanks for sharing your thoughts. Great to hear you're enjoying the free templates and finding the platform easy to navigate. If you ever have questions or need a hand with anything, feel free to reach out through the website or your User Dashboard. We're here to support you. ### 45. Complete and Secure Business Management **Rating:** 4.5/5.0 stars **Reviewed by:** Margaret S. | Owner/Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Carepatron?** Carepatron coupled with my AI training for social work has made it so easy to keep track of my clients (needs and assessments) and saves me so much time throughout the day. Carepatron has enabled me to manage my business all in one place easily and securely. Thank you Carepatron, Margaret **What do you dislike about Carepatron?** Nothing yet - as long as I can access wifi I can use the product. **What problems is Carepatron solving and how is that benefiting you?** Provides a single location to manage all of my business activities securely. **Official Response from Carepatron Team:** > Thank you so much for sharing your experience, Margaret. We’re really glad to hear that Carepatron, alongside your AI training, has helped you save time and manage your clients and assessments more easily. It’s great to know the all in one setup is supporting your workflow and keeping everything secure. We appreciate you taking the time to leave a review and are happy to support you as you continue using the platform. ### 46. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Valencia J. | LPC, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Carepatron?** I love the price and how affordable it is. The 50% off was a huge draw. **What do you dislike about Carepatron?** I am not so sure of how the billing works. **What problems is Carepatron solving and how is that benefiting you?** Save money by not spending so much for documentations. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear the pricing and discount made Carepatron an accessible option for you. If you're looking to get more comfortable with billing, here's a helpful webinar that walks through the process: [https://www.youtube.com/watch?v=2LOv7sIlM-I](https://www.youtube.com/watch?v=2LOv7sIlM-I) Feel free to reach out through the website or your User Dashboard if you need any extra help. We're always here to support you. ### 47. Individualized and Affordable EHR with everything you could want **Rating:** 5.0/5.0 stars **Reviewed by:** JESSICA B. | Outpatient mental health clinician, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2024 **What do you like best about Carepatron?** I love how responsive the company is. They provide immediate support with everything from getting set up, to integrating auxilary services, to billing, to creating new ways to meet your individualized needs and they do it all with urgency! You can even request for them to do some of the more time consuming things for you, like turn your PDF's into templates! **What do you dislike about Carepatron?** They will not be able to bill insurance for providers until the end of the year (2024) but that is only a few minutes away and they are worth the wait. **What problems is Carepatron solving and how is that benefiting you?** Finding a way to bill insurance and credit cards affordably. Allowing me to integrate with a website for booking. **Official Response from Carepatron Team:** > Thank you for sharing your positive experience with Carepatron. We understand your feature request and will take it into consideration for future improvements. We appreciate your support and look forward to serving your NPO on a daily basis. ### 48. Wonderful product and customer service at unheard of pricing **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda P. | LISW-CP, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Carepatron?** My experience with Carepatron over the past month has been outstanding. The platform features a user-friendly design, an impressive array of templates, and exceptional customer service. Best of all, it’s available for free or at a very affordable monthly rate. It’s truly a hidden gem among platforms that often overcharge **What do you dislike about Carepatron?** There are some growing pains. Some more established platforms have more features of conveince (such as customizing calender options) or more available templates and Wiley treatment planner options. **What problems is Carepatron solving and how is that benefiting you?** Carepatron's no-cost or low-cost options have been a game changer for my new private practice. Without these affordable options, I might not have been able to get started. Many platforms overcharge, creating a significant barrier for mental health clinicians trying to enter the field—a field that is in desperate need of more therapists. **Official Response from Carepatron Team:** > We're thrilled to hear that you've had an outstanding experience with Carepatron! Our user-friendly design and affordable pricing are key aspects we strive to provide for our customers. We appreciate your feedback and are continuously working to improve and add more features to meet your needs. ### 49. Great resources **Rating:** 3.5/5.0 stars **Reviewed by:** Alexandra N. | IST Masters Level Clinician, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Carepatron?** Easy to find find worksheets and things that will help with clients in sessions. **What do you dislike about Carepatron?** Some of the navigation can be complicated and things such as booking appts. which I do not need. **What problems is Carepatron solving and how is that benefiting you?** Worksheets and resources for clients. **Official Response from Carepatron Team:** > Thanks for your feedback. We're glad to hear the resources and worksheets have been helpful during your client sessions. We appreciate your note on navigation and features like appointment booking. Carepatron is designed to be flexible, and we're always working to make the experience more streamlined, especially for users who may not need every feature. If you ever want help customizing your workspace or have suggestions, feel free to reach out through the website or your User Dashboard. We're here to help. ### 50. Intuitive and practical **Rating:** 5.0/5.0 stars **Reviewed by:** Andrea S. | Psychologist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2024 **What do you like best about Carepatron?** The most helpful is how I can save time and have all my client's information save and handy. It is instuitive and easy to use **What do you dislike about Carepatron?** That even clients fill their personal information in the intake I send them online, in order for the information to be in their presonal information I have to type it all over again. I would also like to be able to write an intake template. **What problems is Carepatron solving and how is that benefiting you?** It solves sending notifications to clients about their appointment, and note writing and having all the information in one place. **Official Response from Carepatron Team:** > We're glad to hear that you find Carepatron intuitive and practical, and that it's helping you save time and keep all your client's information handy. ## Carepatron Discussions - [How has Carepatron’s free tier worked for you, and what logistics were hardest to figure out?](https://www.g2.com/discussions/how-has-carepatron-s-free-tier-worked-for-you-and-what-logistics-were-hardest-to-figure-out) - 1 upvote - [View Carepatron pricing details and edition comparison](https://www.g2.com/products/carepatron/reviews?page=7§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+17%3A19%3A14+-0500&secure%5Bsession_id%5D=198f21e1-4b56-42ef-8ba3-1363dfe7f8c1&secure%5Btoken%5D=d6b20e235a547659db2ddf0fe2bb6d5a233e43292a08cb052c4f7f107784ada7&format=llm_user) ## Carepatron Integrations - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Heidi AI](https://www.g2.com/products/heidi-ai/reviews) - [Helcim](https://www.g2.com/products/helcim/reviews) - [IVY Pay](https://www.g2.com/products/ivy-pay/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [SugarCRM Google Calendar](https://www.g2.com/products/sugarcrm-sugarcrm-google-calendar/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Carepatron Features **Additional Functionality** - Patient Records Management - Pre-Appointment Screening - EMR/EHR - Calendar Management - Third-Party Integrations - SMS Messaging - Customizable Branding - Broadcast Messaging - Commenting/Notes - Cancellation Management - Room Scheduling - Billing & Invoicing - Email Marketing - Faculty/Staff Management - Recurring Appointments - AI Copilot - Multiple Appointment Types - API - Alerts/Notifications - No-Show Tracking - Patient Portal - Multi-Physician - Payment Processing - Wait List Management - Electronic Signature - Task Management - Reporting/Analytics - Patient Communications - HIPAA Compliant - Prescription Renewal - Patient Questionnaires - Insurance Eligibility Verification - Patient Intake - Multi-Location - Virtual Meetings - Approval Process Control - Check-in/Check-out - Mobile Access - Generative AI - Reminders - Online Scheduling **Operations** - Workflow Optimization - Clinical Documentation - EHR Integration - Clinical Documentation - Clinical Communication - Clinical Documentation - Transcription Automation - Clinical Documentation - Clinical Data Exchange - Clinical Documentation - Document Access - Clinical Documentation - Digitization - Clinical Documentation **Data Collection** - Patient Data Aggregation - Patient Case Management - Patient Data Management - Patient Case Management - Clinical Communication and Collaboration - Patient Case Management - Claims Management - Appointment Management - Wait List Management - Assessment Management - Referral Management - Patient Records Management - Bed Management - Workflow Management - Task Management - Document Management - Calendar Management - Compliance Management - Employee Management - Case List Management **Clinical Workflow Management** - Multiple Medical Provider Access - Clinical Documentation - Mobile Access - Historical Reporting - For Primary Care - For Urgent Care - Clinical Care **Patient-Centered Functions** - Online Presence Management - Patient Portal - Patient Communications - Third-Party Integrations - Compliance Management - Multi-Channel Communication - Calendar Management - Patient Records Management - Campaign Management - Appointment Management - Self Service Portal - Intake Management - Records Management - Claims Management - Document Management - Invoice Management - Forms Management **Operations Management** - Administrative Processes - Back Office Processes - Workflow Coordination - Practice Specialty Support **Technology** - Telecommunications - Low Bandwidth Support - EHR Integration - Third-Party Integrations **Administrative** - Workflow Management - Billing - Security and Authorization - Practice Management - Compliance - Insurance Management - Appointment Scheduler - Patient Portal - HIPAA Compliance - Records Management - Calendar Management - Registration Management - Community Management - Client Management - Template Management - Communication Management - Appointment Management **Administrative Tools** - Insurance and Billing - Appointment Scheduling - Business Intelligence and Reporting - Document Management - Workflows - Automated Scheduling - Task Scheduling - Calendar Management - Claims Management - Patient Records Management - Booking Management - Communication Management - Registration Management - Availability Management - Appointment Management - Client Management - Dental Practice Management - Inventory Management - User Management - Patient Management **Agentic AI - Medical Billing** - Natural Language Interaction **Additional Functionality** - GDPR Compliance - SMS Messaging - Activity Tracking - Treatment Planning - Activity Dashboard - Candidate Profiles - Progress Notes - Multi-Factor Authentication - Billing & Invoicing - Charting - Case Notes - Graphical Data Presentation - Progress Reports - Reminders - Alerts/Notifications - AI Copilot - HIPAA Compliant - Electronic Signature - Mobile Access - Reporting & Statistics - Third-Party Integrations - Generative AI - Eligibility Verification - API - Clinical Assessment Tool - Patient Intake - Multi-Location - Medical History Records - Client Chart Audit Tools - Telemedicine - Payment Processing - EHR/EMR Integration - Self Payment - Role-Based Permissions - Customizable Forms - Surveys & Feedback - Goal Setting/Tracking - Self Service Portal - Group Notes - Authorization Tracking - Level of Care Evaluation - Team Notes - Patient Engagement **Additional Functionality** - Workflow Management - Charting - Practice Management - Secure Data Storage - Customizable Dashboard - Generative AI - Scheduling - Invoice History - HIPAA Compliant - Electronic Payments - Online Intake Forms - Dunning Management - Records Management - Reminders - Credit Card Processing - Accounting - Document Management - E-Prescribing - Remittance Advice - PACS Integration - Customizable Templates - Historical Reporting - Compliance Tracking - Billing & Invoicing - Claims Management - Data Import/Export - Live Chat - Code & Charge Entry - Financial Management - Reporting & Statistics - Claims Scrubbing - Quotes/Estimates - Activity Dashboard - Customizable Reports - API - Self Service Portal - Real-Time Reporting - Appointment Management - Insurance Eligibility Verification - Real-Time Data - Forms Management - AI Copilot - Revenue Management - Multi-Location - Payment Collection - Customer Database - Calendar Management **Patient Health Information Management** - ePHI Storage - Interoperability - Patient Workflow Management - Telemedicine Integration - Claims Management - Documentation Management - Revenue Management - Patient Records Management - Document Management - Invoice Management - Medication Management - Task Management - Care Plan Management - Calendar Management - Communication Management - Prescription Management - Inventory Management - Forms Management - Image Management - Practice Management - Intake Management - Appointment Management - Lab Order Management - Configurable Workflow - Formulary Management - EMR/EHR - Clinic Interoperability - Compliance Management - Records Management - Template Management - Registration Management - Referral Management - Case Management - For Pain Management - Escalation Management - Queue Management - In-Patient Management **Operations** - Workflow Management - Interoperability - Digital Intake Forms - EHR Integration - Patient Intake - Patient Engagement - Care Plan Management - Communication Management - Customizable Forms - Care Summaries - EHR-Agnostic - Assessment Management - Social Media Integration **Added Efficiencies** - EMR/EHR - Compliance - Medical Billing - Patient Information Management - Medical Billing - Third-Party Integrations - Data Integration - Tax Management - Expense Management - Claims Management - Fixed Asset Management - Materials Management - Cash Management - Workflow Management - Subscription Management - Invoice Management - Audit Management - Availability Management - Employee Management - Insurance Management - Practice Management - Care Plan Management - Appointment Management - Compliance Management - Records Management - Document Management - Calendar Management - Assessment Management - Template Management - Patient Records Management - Inventory Management - Communication Management - EMR/EHR - Forms Management - Contact Management - Accounting Integration - Out-Patient Management - Payroll Management - Physician Management - Registration Management - Task Management - Policy Management - Revenue Management - In-Patient Management - Lab Information Management - Bed Management - Patient Flow Management - Vaccine Management - Financial Management - Telemedicine Integration **Administration** - Practice Branding - Practice Specific - Charting And Documentation - Multi-Provider Practice **Financial Tools** - Accounting - Payment Processing - Electronic Payments **Generative AI** - AI Text Summarization **Additional Functionality** - Compliance Tracking - Self Service Portal - Document Storage - Activity Tracking - Charting - Reporting & Statistics - API - HIPAA Compliant - Activity Dashboard - Appointment Scheduling - Customizable Reports - Real-Time Updates - E-Prescribing - Scheduling - Pharmacy - Generative AI - AI Copilot - Real-Time Data - Data Import/Export - Client Portal - Real-Time Reporting - Automated Scheduling - Multi-Location - Alerts/Notifications - Order Entry - Access Controls/Permissions - Customizable Templates - Reminders - Project Accounting - Medical Coding - Payment Processing - Payment Reconciliation - Approval Process Control - Revenue Recognition - Resource Allocation & Planning - General Ledger - Mobile Access - Purchasing & Receiving - For Medical Purposes - Secure Data Storage - Financial Reporting - Accounts Payable - Accounts Receivable - Budgeting/Forecasting - Financial Analysis - Electronic Payments - Patient Scheduling - Live Chat - Patient Engagement - Physician Scheduling - Multi-Physician - Patient Portal - Telemedicine - Insurance Eligibility Verification - Claims Scrubbing - Patient Intake - Clinic Interoperability - SOAP notes - Billing & Invoicing - Task Scheduling - Chat/Messaging - Goal Setting/Tracking - For Occupational Therapists - Progress Tracking - Progress Reports - Mobile Alerts - Customizable Forms - Drag & Drop - Waiting Time Tracking - Document Templates - Patient Monitoring - Customer Database - Real-Time Notifications - Monitoring - Patient Location Tracking - SMS Messaging - Contact Database - Surveys & Feedback - Real-Time Monitoring - Clinical Notes - Credit Card Processing - Growth Charts - Scheduled/Automated Reports - Immunization & Allergy Tracking - Medical History Records - Treatment Planning - Coding Assistance - Email Reminders - Availability Indicator - For Podiatrists - Online Intake Forms - Customizable Fields - Imaging and X-rays - Calendar Sync - Customizable Branding - Facility Scheduling - Referral Tracking - For Speech Therapists - Historical Reporting **Additional Functionality** - Reminders - Charting - Progress Tracking - Allergen Tracking - Health Coaching - Customizable Templates - Credit Card Processing - Activity Tracking - Billing & Invoicing - Generative AI - Chat/Messaging - Nutrition & Ingredient Labels - AI Copilot - Mobile Alerts - Push Notifications - Activity Dashboard - Fitness Assessments - Reporting & Statistics - Food Tracking - Historical Reporting - Electronic Payments - Multi-Language - Medical History Records - Dietary Analysis - Third-Party Integrations - Nutrition Program - Nutrient Database - Nutrition Analysis - Meal Planning - Nutrition Log - Contact Database - Multi-Location - HIPAA Compliant - Goal Setting/Tracking **Compliance** - HIPAA Compliance - State Regulation Compliance **Clinical Tools** - Treatment Planning - Patient Portal - Patient Engagement - Dental Imaging - e-Prescribing - Document Imaging **Generative AI** - AI Text Summarization - Generative AI **Agentic AI - EHR** - Autonomous Task Execution **Additional Functionality** - Quality Assurance - For Anesthesiologists - Data Collection - AI Copilot - Preoperative Modules - Generative AI - ICD-10 Compliance - Intraoperative Charting - EHR/EMR Integration - Templates - Patient Communications - Reporting & Statistics - Compliance Tracking - Customizable Templates - Customizable Forms - Multi-Location - Voice Recognition - API - Activity Dashboard - E-Prescribing - Billing & Invoicing - ONC-ATCB Certified - Referral Tracking - Claims Scrubbing - Electronic Payments - Insurance Eligibility Verification - Coding Assistance - Meaningful Use Certified - Live Chat - HIPAA Compliant - Treatment Planning - Charting - Patient Portal - For Cardiologists - Reminders - Customizable Reports - Appointment Scheduling - Third-Party Integrations - Monitoring Device Integration - Patient Intake - Decision Support - Progress Notes - For Dermatologists - Data Import/Export - Lab Integration - Telemedicine - Medical Billing - Reporting/Analytics - Audit Trail - Medication Database - Clinical Notes - Handwriting Recognition - Imaging and X-rays - File Sharing - Patient Scheduling - Immunization & Allergy Tracking - Order Entry - Outcome Assessment Tools - Alerts/Notifications - Initial Assessments - Family History Tracking - Annotations - Diagnostic Reports - Growth Charts - Customizable Tests - Patient Engagement - EDI - For Family Medicine - Medication History - For Substance Abuse Therapy - For Mental/Behavioral Health - Confirmations/Reminders - Medication Alerts/Warnings - Mobile App - Therapy Notes - Electronic Signature - For Group Therapy - For Neurologists - Speech Recognition - Hardware Integration - For Obstetrics & Gynecology - Diagnostic Imaging - Patient Education - Patient Questionnaires - Patient Monitoring - Task Scheduling - For Ophthalmologists - SOAP notes - 3D Imaging - For Orthopedics - PACS Integration - Electronic Prior Authorization - Analytics - Vitals Tracking - For Podiatrists - Medical History Records - Automatic Transcription - Case Notes - Self Service Portal - Access Controls/Permissions - Third-Party Integration - Scheduling - For Psychiatrists - Self Check-In/Check-Out - Urgent Care Templates - Digital Signature - Lab Results - Payment Processing - Data Security - Drug Reference Database - Accounting - For Urologists - Collaboration Tools - Web-based Deployment **Additional Functionality** - Reminders - Third-Party Integrations - Customer Database - Email Reminders - Web Forms - Activity Tracking - Billing & Invoicing - SSL Security - Activity Dashboard - Alerts/Escalation - Alerts/Notifications - Reporting & Statistics - Customizable Templates - Customizable Reports - Access Controls/Permissions - Referral Tracking - Live Chat - Multi-Location - Drag & Drop - HIPAA Compliant - Charting - Customer History - SMS Messaging - Document Storage - Imaging and X-rays - Document Templates - Generative AI - API - AI Copilot - Data Synchronization - Confirmations/Reminders - Scheduled/Automated Reports - Progress Notes - For Dental Practices - Orthodontic Charting - Voice Capture - Annotations - Role-Based Permissions - Progress Tracking - Comparison View - Hands-Free Charting - Periodontal Charting - Patient Communications - EMR/EHR **Additional Functionality** - Scheduling - Contact Database - Document Storage - Activity Tracking - AI Copilot - Billing & Invoicing - Customizable Fields - Automated Scheduling - Referral Tracking - Reporting & Statistics - Marketing Automation - Reminders - Alerts/Notifications - Customizable Templates - Mobile Access - Monitoring - Audience Targeting - Live Chat - Task Progress Tracking - Predictive Analytics - Task Scheduling - For Healthcare - Multi-Location - Chat/Messaging - Customizable Reports - HIPAA Compliant - Charting - Forecasting - Patient Education - Electronic Payments - Multi-Language - Patient Questionnaires - Onboarding - Confirmations/Reminders - Appointment Scheduling - Real-Time Data - Sentiment Analysis - Activity Dashboard - Real-Time Analytics - Medication History - Online Refills - Messaging - Video Conferencing - Real-Time Monitoring - API - Prescription Renewal - Customizable Branding - Historical Reporting - Mobile Alerts - Lab Results - Telemedicine - One-to-One Messaging - Patient Monitoring - Health Record Access - Medical Billing - Customer Database - Bill Payment - For Medical Purposes - Electronic Signature - Two-Way Audio & Video - Video Consultations - Secure Messaging **Additional Functionality** - Customizable Templates - Communication Management - Document Storage - Self Service Portal - Activity Dashboard - Compliance Management - For Medical Purposes - Appointment Scheduling - Softphone - Chat/Messaging - Reminders - Records Management - AI Copilot - Secure Data Storage - Remote Treatment Planning - Surveys & Feedback - Customizable Forms - Video Conferencing - Appointment Management - Multi-Location - Mobile Alerts - Practice Management - Billing & Invoicing - Reporting & Statistics - Charting - Generative AI - API - Email Reminders - Confirmations/Reminders - Online Forms - Claims Management - File Sharing - Electronic Payments - Calendar Management - Payment Processing - One-to-One Messaging - HIPAA Compliant - Alerts/Notifications - Live Chat - Monitoring - Client Portal - 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