Carepatron Reviews & Product Details

The most helpful about Carepatron is that it has everything you need in one platform. Review collected by and hosted on G2.com.

It can be a bit confusing to navigate especially with the forms and insurance. There is an intake form that is sent automatically to the client that it took me a little if time to understand what information was in it and how did ir work. But the insurance tab can be confusing to navigate. And the page with all payments can also be overwhelming to understand. I feel it can be done cleaner and more friendly. Review collected by and hosted on G2.com.

The company is VERY responsive to user suggestions, and it’s also very supportive of newer users. They respond quickly and thoughtfully to questions as well. Review collected by and hosted on G2.com.

The software can feel complicated at first, but once you understand the workflow, there are very few issues. It does have some limitations in what it can do right now, but the company is consistently working to add more features over time. Review collected by and hosted on G2.com.

I use Carepatron for clinical attendance in my psychology practice, and it helps me take faster notes, which allows me to be more present with my clients during sessions. I also find the easy and safe calling feature helpful for attending online client sessions. Carepatron has generally been helping me to organize my agenda and manage my practice better. I appreciate that applying tests is convenient, even though I need to translate them, and having them in an accessible format online is much better than dealing with paper versions. Review collected by and hosted on G2.com.

I think the notification system could be improved for both the practitioner and clients by integrating with more platforms like WhatsApp, which is widely used in Latin America and Asia. The current system primarily uses SMS, which isn't popular here. There should be a way for clients to confirm appointments via a simple button in emails or WhatsApp. It'd also be great to have options to integrate different payment methods. The translation for assessments and documents is difficult as they are only available in English, requiring manual translation. The layout and organization of the agenda, especially on the phone app, could be cleaner and more user-friendly. I find CarePatron's setup more challenging compared to other platforms I've used. It's not as intuitive, and the design seems cluttered, particularly on the phone app. This makes it hard for me to navigate and organize. I chose not to share it with my clients, fearing it might confuse them, especially since it's in English and doesn’t auto translate well. It would be also nice to get notifications or/and a tab for birthdays and special occasions regarding my patients, as it is common in many platforms around where I live. Review collected by and hosted on G2.com.

I like that the new update allows you to sign and confirm each document or note. This allows a logged history of edits and changes, unlike previously, when case notes could be altered. Review collected by and hosted on G2.com.

I don't have any big complaints at this time. I do look forward to video conferencing improvements when meeting with my clients. Most clients have difficulty, so we exclusively use Zoom or Webex for video sessions. Review collected by and hosted on G2.com.

I use Carepatron for client management, scheduling, documentation, and improving workflow efficiency. The best part of Carepatron is its intuitive interface and all-in-one workflow, which keeps client records, appointments, and documentation organized, making daily tasks easier and more efficient. It's great that the setup was quick and user-friendly, and our team was able to start using it with very little training. I also appreciate that we switched from Cliniko because Carepatron provided a more intuitive interface, better scheduling tools, and improved documentation in one platform. Review collected by and hosted on G2.com.

One area for improvement is the customization of reports and workflow, which could be more flexible. At times, the platform can feel a bit slow when working with large records, and having more third-party integrations would make it even more useful. Overall, these are minor issues and the platform works well for daily use. Review collected by and hosted on G2.com.

It has been easy to get started. I like the suggested workflow of getting started. There has been a lot of support. The app appears to be user friendly and intuitive for providers as well as clients. Review collected by and hosted on G2.com.

I am still navigating the templates. Though there are a lot of options, it is somewhat overwhelming to determine which ones are best for me and my team to use. I have an onboarding call scheduled and hope that this will help. Review collected by and hosted on G2.com.

Personalized help, great price point, loads of features included at each subscription level, the ability to try the software before committing, billing ease, access to documentation templates and easy workflows, calendar integration, appointment reminders Review collected by and hosted on G2.com.

I would like if they offered ongoing webinars on different topics or software features. I would also like easier preview options-so I can preview how a workflow will roll out or a document will look. Review collected by and hosted on G2.com.

Carepatron offers useful integrations that fit well into daily workflows. Its performance is reliable, with a responsive and easy-to-use interface. The pricing provides good value for the features included, making it a worthwhile investment. The support and onboarding process is helpful, with responsive assistance and straightforward setup. The AI features help streamline documentation and administrative tasks, improving efficiency. Review collected by and hosted on G2.com.

There are a few areas that could be improved. Some advanced features have a learning curve, and occasional updates can take time to get used to. I’d also like to see more customization options, additional integrations, and further enhancements to the AI features. Review collected by and hosted on G2.com.

Carepatron is easy to use and includes many features that are important for my business, like templates, a booking link, and a client portal. I especially love how quickly I can add clients and enter their information—it only takes seconds. Review collected by and hosted on G2.com.

I would like there to be autopay and automatic invoicing, as I often forget to send invoices after sessions. The invoices have also been difficult for my clients' HSA accounts because it does not show that they paid the fee, so their HSA is rejecting the payments. Review collected by and hosted on G2.com.

A very comprehensive system that meets almost all the needs of a medical practitioner, such as a mental health professional. It has reduced my admin time by more than half, and the built-in workflow frees me up to focus on other important areas of running my practice. Having various services set up in the availability schedule empowers my clients to choose what they need. Overall, the system’s versatility is crucial for both the clinician and the client, and it helps streamline and enhance administrative processes. Review collected by and hosted on G2.com.

I wasn’t able to upload a payment QR code as one of my payment options. It also took a lot of trial and error to understand how the system works and to get everything set up properly. Review collected by and hosted on G2.com.