Carepatron Reviews & Product Details

Overall, it’s affordable and fairly user-friendly, with all the features I need: booking links, appointment reminders, and automated workflows. It performs very well—particularly the virtual meeting area—and includes an AI scribe that helps with notes and reminders for upcoming appointments. There’s also a HIPAA-compliant space for chatting with clients, and they’ve recently added credentialing and billing services, which I think is a great addition and makes them extremely competitive. Review collected by and hosted on G2.com.

Some of the forms and templates feel a bit clunky and are difficult to create. I also don't like that you can't control when automated workflows are sent for actions like joining the portal or completing intake paperwork. Those messages are sent back-to-back, which I find can be confusing for clients. I'd prefer the automated workflow to send the email/text for intake paperwork after someone has joined the care portal, rather than immediately after a client is created. That would distinguish the messages and provide a buffer instead of two similar texts/emails arriving consecutively. Additionally, when someone joins the care portal there is no notification indicating they have documentation to complete. It would be helpful to have something that directs clients to the paperwork so they can finish it. Support can be a bit difficult to get in touch with if their AI support doesn't resolve your issue. It's like I have to meet with someone to fix an issue, which I don't always have time for, rather than being able to submit a ticket to an IT department for them to resolve. Review collected by and hosted on G2.com.

I use Carepatron to meet with clients virtually, process payments, schedule, communicate with my team, and for therapy tools. It's allowed me to open my private practice easily because it's affordable. It has great workflows that are highly customizable, which I really like. It also has templates from other providers, so I don't feel like I'm so alone. What I like most is how it is simple, customizable, and affordable. It really saves me time. The workflows allow me to not have to think about sending client paperwork or documents or billing. It makes it really simple, so I'm cutting out some admin time. And the online telehealth system is really simple and intuitive, so my clients can do it easily. The initial setup was very easy. Review collected by and hosted on G2.com.

{"I think Carepatron's templates could be improved. We could make them a little more simple."} Review collected by and hosted on G2.com.

Carepatron is an all in one system, which is what I like most about it. My clients can book services with me and see what services I offer, and the system automatically emails them the paperwork as soon as they book. The booking is the feature I use the most. It saves me time because clients get the paperwork immediately and I don't have to worry about remembering to send it, since Carepatron does that automatically. It also sends them reminders a couple of times when they haven't completed the paperwork before our meeting, so there's no back and forth emailing to get it done before the first session. The welcome email and reminder emails are the most reliable part for me. Recently a client booked a session, automatically received their paperwork, completed it right away, and it came back to me for review, so I knew all the information at the beginning and our session was more beneficial. Clients find it easiest to receive the paperwork automatically and complete and sign it online instead of printing it out, which has been a huge help and lets me see clients from anywhere. We can also meet on video in Carepatron, it sends invoices automatically, clients can pay me and it goes directly to my bank account, and I can take notes in the system. There are pre-made notes templates you can use, and it's easy to copy and paste your forms in and have them formatted for you. The system is super helpful and very easy to use, and I don't have any complaints. The initial setup was very easy and went smoothly. Review collected by and hosted on G2.com.

I don't think there's anything that doesn't work with Carepatron. It's super helpful and easy to use. There are already some pre made notes templates in there that you can use, and it's easy to copy and paste your forms in there and it formats for you. So overall, the system is very easy to use, and I don't have any complaints about the system. Review collected by and hosted on G2.com.

I find Carepatron to be an amazing platform for my psychotherapy practice. It's affordable and extremely easy to navigate, which has been a game changer for me. I love using the scheduling and telehealth features because I know that my virtual sessions are secure. It keeps me organized and provides a secure platform for telehealth. The platform is also great for storing session notes, sending client reminders, and having a secure place to chat. I appreciate the templates and the capability to send questionnaires directly to clients, which helps in better progress monitoring. Having a template laid out for sessions and the option to email clients questionnaires is very helpful. Review collected by and hosted on G2.com.

I am not particularly interested in the AI features but like that it’s an option for the price. Review collected by and hosted on G2.com.

I love how easy the Carepatron platform is to use. It has an amazing library of templates you can use and customize. I like it better than what is available through Simple Practice. Carepatron makes it easy to bill, schedule, and send reminders to clients. Review collected by and hosted on G2.com.

While there is a free option, it is a little misleading because many key features aren't available. The way it is advertised, I thought I could use the free option longer as I grow my practice. Review collected by and hosted on G2.com.

I like that Carepatron is super cheap compared to some other EHR systems. I was able to set this app up for multiple contractors without paying a huge cost per person, which is great because other apps would charge a lot if there are multiple people. Additionally, I can view my entire team's information, which is really helpful. I also appreciate being able to use the AI features and connect with my Google account to integrate my calendar and ensure my notes are good. Review collected by and hosted on G2.com.

It's billing section is really confusing and it's hard to tell what has been paid and find paid invoices. Specifically, I tried to look up invoices to pay my contractor and some of them are not in the paid section, and you have to look through the different sections to find the invoices. I would say they need fewer sections in billing overall and just a clear way to look at them. Additionally, there was a learning curve initially. Review collected by and hosted on G2.com.

I really appreciate that Carepatron offers set-up calls to help you navigate the process of getting started with a new system. I also like that billing, claim submission, and the telehealth system are all included for one price, which makes everything feel more streamlined. Review collected by and hosted on G2.com.

My only complaint is that billing changes sometimes appear even when I haven’t entered them. For example, the taxed amount will occasionally increase, or balances may be written off even though I never intended to write them off. Review collected by and hosted on G2.com.

I like that Carepatron is an all-in-one solution for my business. I am easily able to generate session notes using their transcription and AI features. The user interface is very user-friendly as it is easy to navigate with needing any additional support. The team also provides ongoing support in addition to the first onboarding session. It seamlessly integrates into my Google calendar. It was also very reasonably priced. Review collected by and hosted on G2.com.

Carepatron can be slow at times, especially when transcribing large uploaded audio files. Review collected by and hosted on G2.com.

It is an affordable, intuitive, and well-organized platform that remains highly customizable. The AI summaries help to refresh my memory of previous sessions and the automated reminders and digital forms streamline everything. Review collected by and hosted on G2.com.

It takes a little while to figure out, especially when coming from another system, but it is fairly intuitive. It is also challenging to edit the workflow for situations where you want to prepare documents to send rather than have them sent automatically when a new client is added. Review collected by and hosted on G2.com.

It’s easy to access client information, and everything is kept in one place, which makes it simple to find what I need. Review collected by and hosted on G2.com.

The site is often glitchy, and it reloads too frequently while I’m using it. Review collected by and hosted on G2.com.