--- 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. Affordable, Feature-Rich, and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Holland H. | Licensed Psychologist and Clinical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** Carepatron is incredibly affordable and offers so many features for the price! Even better is the level of customer support you receive. Actual real life people are always available to help and take feedback or suggestions. The ease of use and ease of integration are both phenomenal, as well. **What do you dislike about Carepatron?** There are areas of improvement still left to be explored, but the Carepatron team is very receptive to feedback and implements changes and updates all the time. **What problems is Carepatron solving and how is that benefiting you?** As a small business owner who is new to independently managing a healthcare practice, Carepatron provides a wide variety features, keeps the prices affordable, and offers resources and feedback regularly. It is a lifesaver for anyone just getting started or looking for an easy, manageable platform. **Official Response from Carepatron Team:** > Hi Holland! Thank you so much for your feedback. We're glad our Support Team is able to assist you whenever needed. Should you have any other concerns, please feel free to reach out any time. ### 2. Finally an affordable EHR system for small private practices that won't break-the-bank. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Carepatron?** I like the way I can send secure messages to my clients. Also, that there are many tools that I need to use daily are incorporated for no extra cost. Keeping their EHR system affordable. **What do you dislike about Carepatron?** I haven't quite figured out how to use all the "bells and whistles" yet. **What problems is Carepatron solving and how is that benefiting you?** I think they are refining their AI for note assistance, etc... **Official Response from Karina Jimenea:** > Thank you so much for this; it really means a lot! We built Carepatron with small practices in mind, so hearing that it's hitting the mark on affordability and value is incredibly rewarding. Secure messaging, daily tools, all in one place without the extra costs, that's exactly the experience we want every practitioner to have! As for finding your way around all the features, don't worry, that's what our support team is here for! We'd love to walk you through anything you haven't explored yet. Feel free to reach out anytime at support@carepatron.com or check out our help resources at help.carepatron.com. ### 3. Comprehensive Solution, Needs Video Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Amy E. S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Carepatron?** I appreciate Carepatron as a comprehensive program that allows me to store demographic and insurance information about clients, conduct video sessions on a HIPAA-compliant platform, schedule client sessions, track payments, bill clients through Stripe, a trusted platform, and utilize the AI feature to write progress notes, which transcribes almost flawlessly. Customer service has been efficient, professional, and friendly. I also appreciate the very reasonable monthly price. **What do you dislike about Carepatron?** The video platform is glitchy at times with problems with audio and video. Additionally, the initial setup was moderately easy with some slight difficulty. I think it could be a little more user-friendly. **What problems is Carepatron solving and how is that benefiting you?** It is a comprehensive software platform as previously described, which significantlyimproves the efficiency of my work. **Official Response from Carepatron Team:** > Hi Amy, we appreciate you taking the time to highlight your experience with Carepatron and are glad it’s helping improve the efficiency of your work. We're sorry to hear about your concerns around the video platform and occasional audio or video issues. Reliability and performance are areas our team continues to improve, and feedback like yours helps us prioritize those updates. If you ever run into difficulties with video sessions or setup, our team would be more than happy to help troubleshoot and make the experience smoother so please feel free to reach out anytime! ### 4. Effortless and User-Friendly for Solo Dietitians **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna E. | Clinical Dietitian, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Carepatron?** I like Carepatron for its ease of use and how simple and user-friendly it is. I find it helps me in my dietitian business, especially for easy scribing during sessions. I also appreciate that I like all of it so far, and the initial setup was easy. **What do you dislike about Carepatron?** No dislikes at the moment! **What problems is Carepatron solving and how is that benefiting you?** Carepatron is easy to use and makes scribing during sessions straightforward. **Official Response from Karina Jimenea:** > Hi Jenna, we're really glad Carepatron has been a great fit for your dietitian practice. We built Carepatron to serve a wide range of practitioners, and hearing that it's working so well for you as a dietitian, especially for scribing during sessions, is exactly what we love to hear. If you ever need anything along the way, we're always here. Thanks for being part of the Carepatron community, Jenna! ### 5. Easy Billing and Scheduling **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I found Carepatron easy to use and intuitive, which helped me figure out things quickly. The scheduling and note-writing features were straightforward, and billing was simple. I also appreciated that it was simple and easy to navigate. Even though my coworker set it up, I could use it quickly and easily. **What do you dislike about Carepatron?** Maybe looking at old notes in the client chart. That was harder to navigate. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to document billable sessions. It simplifies scheduling, note-taking, and billing with an easy-to-use interface. ### 6. Feature-Rich and Always Improving with Frequent Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Kailie R. | Speech Language Pathologist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Carepatron?** The variety of features and how often it updates with new options. **What do you dislike about Carepatron?** Nothing comes to mind. Everything has been great. **What problems is Carepatron solving and how is that benefiting you?** Helping me with scheduling. **Official Response from Jamie Frew:** > Hi Kailie, thank you so much for the wonderful review! We're thrilled Carepatron is making scheduling easier for you, and that you're enjoying the variety of features and regular updates. We're always shipping new options, so there's plenty more to come. Thanks for being part of the community! ### 7. Cost-Effective, Accessible, and Attentive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa V. | CEO of Total Care Health Solutions LLC and health coach, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2025 **What do you like best about Carepatron?** I like that Carepatron offers accessibility to everyone, no matter what level of software you are using. With Carepatron, we have multiple users and don't need to buy a station for each user. It's accessible online, meaning I can check appointments immediately, even if I'm out of the office, over a weekend, or traveling. This online accessibility makes it easy to use the services regardless of how many people are involved. Additionally, their customer service is notably attentive and can help solve problems quickly. **What do you dislike about Carepatron?** There are challenges in the merging of accounts and adding our current clients into the system was challenging. It's not as intuitive as you might think for someone who is not very good with computers in general. **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron is faster, more complete, and less expensive than larger companies. It's accessible online, so I can use it anywhere without needing a station for each user. It saves us money on upgrades and offers flexible user access. **Official Response from Carepatron Team:** > Thanks so much for taking the time to share your experience! We're really glad to hear you're finding Carepatron accessible, cost-effective, and that it's working well for your team across different locations. It's great to know our customer support has been helpful when you’ve needed it. We appreciate your feedback on account merging and client setup. We're continuing to make improvements in these areas to simplify the onboarding process for everyone. If you run into any challenges or need further help, feel free to reach out via the website or your User Dashboard. Our Support Team is always happy to assist. ### 8. Easy to Use with Great Added Features Like AI Notes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Carepatron?** I really like all the added features, especially things like AI notes. The platform is also very easy to use, and it didn’t take me long to figure out. **What do you dislike about Carepatron?** I didn’t have anything I disliked about it; it just didn’t work out for me because I ended up going back to Simple Practice. **What problems is Carepatron solving and how is that benefiting you?** It’s affordable, and the discounts are good. ### 9. Affordable and User-Friendly EHR with Great Free Options **Rating:** 4.5/5.0 stars **Reviewed by:** Kaelee S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I appreciate that Carepatron is affordable and even offers a free version. It's impressive to have an EHR that is so user-friendly while still being available at no cost or at a low price for premium features. **What do you dislike about Carepatron?** I found the templates for forms to be quite confusing. It took me a long time to understand how to edit them to suit my needs and then save my changes. **What problems is Carepatron solving and how is that benefiting you?** Carepatron addresses the challenge of finding an affordable EHR that also enables you to submit insurance claims. Many other EHR options are prohibitively expensive, especially for someone just starting out, yet having a reliable EHR with all the necessary features is essential. Carepatron manages to meet these requirements effectively. **Official Response from Carepatron Team:** > Hi Kaelee! Thank you so much for your feedback. We're glad Carepatron is beneficial to your practice. Should you have specific improvements to suggest regarding our templates to make them easier to use, please feel free to reach out so we can address them further. In the meantime, we hope our guide on template customization helps: https://help.carepatron.com/en/articles/9868145-getting-started-with-templates ### 10. Easy to Use and Simple to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** The ease of use while on the platform, navigating is good **What do you dislike about Carepatron?** I don’t like the way the way there are so many things to click like documentation. Easy to navigate but a bit clunky **What problems is Carepatron solving and how is that benefiting you?** Keep my EHR and clients straight ### 11. Visually Pleasing, User-Friendly Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I like that Carepatron is visually pleasing and that it's simple, updated, and easy to use. It makes for a nicer experience compared to other medical health record platforms I have to use that are dated and clunky in my other positions. **What do you dislike about Carepatron?** Nothing I can think of. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for writing group and individual notes. It provides an easy-to-use platform for notes, making it visually pleasing and simpler than other dated and clunky medical record platforms. ### 12. Comprehensive EHR with User-Friendly Features **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren L. | Licensed Professional Counselor **Reviewed Date:** December 16, 2025 **What do you like best about Carepatron?** I use Carepatron for EHR in my private practice as a Licensed Professional Counselor. I really appreciate how it keeps everything in one place with automatic billing and appointment reminders. It's user-friendly and makes the initial setup quite easy. I also like the low prices because costs are a priority for me. The appointment reminders are great because they keep my schedule full by taking that responsibility off my plate. The synced calendars are a big plus, helping me out professionally and personally. **What do you dislike about Carepatron?** I don't like that text reminders for clients aren't available because my clients prefer communicating via text rather than email. Also, adding a parent to a minor's account is a bit cumbersome since parents have to be added as a contact instead of being given access to the client portal directly. **What problems is Carepatron solving and how is that benefiting you?** Carepatron keeps everything in one place with automatic billing and syncs calendars, easing my schedule management. The appointment reminders fill my schedule, and the low prices fit my budget. It's user-friendly for my practice. **Official Response from Carepatron Team:** > Hi Lauren! Thank you for your feedback and continued support. We're glad you find Carepatron beneficial to your practice. Regarding the text reminders, there is an option to set up SMS reminders via our platform. Kindly check here: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders Hope this helps! ### 13. Intuitive and Supportive, But Financials Need Refinement **Rating:** 4.0/5.0 stars **Reviewed by:** Lindsey A. **Reviewed Date:** December 16, 2025 **What do you like best about Carepatron?** I like that I can ask for help very easily if I run into an issue. It's very intuitive to use for the most part. Anytime I haven't been able to find the place I'm looking to change something, I have been able to use the chat feature to get very quick responses. For intuitiveness, it's very easy to make and cancel appointments and to create new client profiles. **What do you dislike about Carepatron?** I think the financial aspect could be more detailed. There are alerts telling me that I have un-invoiced amounts, but the amounts don't come from anywhere that I recognize. I wish there was a better way to keep track of billing. I find the layout a bit confusing, and there isn't an easy way to get a compensation report. As a self-employed person, these things are really helpful for reporting earnings and making sure my tax rates are being reported correctly. It was also hard to change my email when my business email came into being. **What problems is Carepatron solving and how is that benefiting you?** Carepatron solves client management issues, sends appointment reminders, and helps keep my practice organized. It's intuitive for making appointments and managing profiles. **Official Response from Carepatron Team:** > Hi Lindsey! Thank you for your feedback. We're glad you find Carepatron helpful in your practice. We hear your concerns about financials, and our team is looking into it. We're always looking for ways on how to better improve our platform and we hope for your continued support as we roll out improvements and new features in 2026. ### 14. Affordable EMR That Gets the Job Done **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Carepatron?** It is affordable. I have used multiple EMRs in the past. **What do you dislike about Carepatron?** The forms are confusing, it is not intuitive at all. **What problems is Carepatron solving and how is that benefiting you?** I have a real bone to pick; I was supposed to speak an employee and get some questions answered. I waited in the virtual waiting room 20 minutes and the person never started the meeting. **Official Response from Jamie Frew:** > Hi there, and thank you for the honest feedback. We're glad Carepatron has been an affordable choice for you, especially compared to other EMRs you've used. At the same time, we hear you on the forms, making them more intuitive is something we're actively working on, and feedback like yours helps. We also want to sincerely apologize for the missed meeting. Waiting 20 minutes for a call that never started isn't acceptable, and we'd like to make it right. Please reach out to us at support@carepatron.com or reply here, and we'll connect you with someone who can answer your questions properly. Thank you again, it genuinely helps us do better. ### 15. Cost-Effective EHR with Some Usability Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Elizabeth K. **Reviewed Date:** December 12, 2025 **What do you like best about Carepatron?** I appreciate Carepatron's affordable cost, which makes it feasible for me to maintain a private practice on the side. Carepatron is much more cost-effective for me, especially with my small caseload, and provides a secure EHR system. I also like that I can send email communications straight from Carepatron, eliminating the need to copy and paste communication into notes. **What do you dislike about Carepatron?** Billing has to be completed by me - in my previous EHR, there was auto pay and invoices were sent without any thought on my end. This has been a difficult adjustment for me. Additionally, billing for each client in Carepatron isn't organized well. Carepatron isn't very intuitive for a new user. I do appreciate that there was a video consult to help me get some things set up - I also used YouTube tutorials to help with some snags. Overall, more difficult to set up than SimplePractice. **What problems is Carepatron solving and how is that benefiting you?** Carepatron is cost-effective for my small case load, providing a secure EHR system. It allows me to run a private practice affordably, and I appreciate sending email communications directly through Carepatron. **Official Response from Carepatron Team:** > Hi Elizabeth! Thank you so much for sharing your feedback. We're glad Carepatron helps your practice! Regarding your concern, we have an Automated Billing feature that might be helpful to you: https://www.carepatron.com/feature/medical-billing-software/ If this isn't aligned with the issues you've experienced, we'd be happy to help and collaborate further to address it. ### 16. Time-Saving, Customizable Solution for Growing Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth S. | Owner, SLP **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I like that I can edit the templates, add different things to my calendar, the ease of adding more members to my team, and the cost. As a growing private practice, it is easy to save time. Because we provide home health and travel around to clients, it is helpful. Because we can serve more clients in our community. The initial setup was easy, and I was able to upload my other documents. **What do you dislike about Carepatron?** I don't know when a note is complete, and there's no option to color code them. The time of the session can't be pulled from the calendar into a note. I find the digital signature difficult to use. I also have issues with the chat; sometimes I have to refresh it, and it won’t send messages to my team. **What problems is Carepatron solving and how is that benefiting you?** Carepatron saves me time by allowing me to edit templates and manage my calendar easily. It's cost-effective and convenient for my expanding private practice, especially while providing home health services, enabling us to serve more clients in our community. **Official Response from Carepatron Team:** > Hi Elizabeth! Thanks for your feedback. We're glad to hear how Carepatron is helping your practice. Your feedback on notes and messaging has been shared with the team. We're constantly looking for ways to level up our platform, so we hope you watch out once refinements and new features are rolled out for an improved experience. ### 17. Transformative for Therapy Practices, Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica S. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I love the setup and how easy it is to navigate Carepatron. It connects with my calendars and allows me to add my team members easily. I like the community area where I can look up resources, documentation, forms, and the AI portion. The pricing is appealing as well. Carepatron has really great support and customer service, making it easy to reach out for guidance. I love the portal and the telehealth portion with the video feature included. It helps with clinical documentation and communicating with my clients. **What do you dislike about Carepatron?** I feel that the video telehealth feature needs to have other filters for the background versus just blurred. I feel that needs to be updated to where it's similar to how Zoom shows up in the professional setting. I also feel that another portion of it too is that virtual assistants or admin assistance should be free to use, versus adding them on and having them to have to pay a portion of it as a team member as they are only managing the calendars and scheduling.. Therapy appointments (a similar platform) has it free for admin assistants. Also, I feel that interns should be able to have a free amount of sessions using the platform under a new team-member. such as not exceeding 10 sessions a month for free, or be able to access it free or 1/2 off for 2 years as a team member using their university email address to sign up. That would help students/interns/future therapist to get familiar with it, and allow it to be their first choice as a licensed clinician. I also would like for it to send sms to clients to remind them of their appointments and to confirm or cancel 24 hours in advanced. **What problems is Carepatron solving and how is that benefiting you?** Carepatron organizes my therapy practice by having all clients in one area, helps with clinical documentation, and communication with clients. I love the portal and telehealth features, including video. It's easy to navigate, connects with calendars, and allows adding team members. **Official Response from Carepatron Team:** > Hi Veronica! Thank you for sharing your feedback. Regarding your concerns, let me guide you through some resources to resolve them. Carepatron has an option to change backgrounds for calls: https://help.carepatron.com/en/articles/8627859-change-video-background We also have an option to send SMS reminders: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders For the other concerns you've raised, we've definitely taken note for consideration. Overall, we're glad Carepatron has been helpful to your practice and we hope for your continued support. Should you need more assistance from our team, feel free to reach out to our Support Team via Carepatron's website or your Dashboard, and we'd be happy to help. ### 18. A Game Changer for Independent Practitioners **Rating:** 5.0/5.0 stars **Reviewed by:** Linda R. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** Carepatron has been a game changer with its additional tool of AI transcribing and support. As an independent practicing LPC, it makes me feel like I have 24-hour office support. I love the ease of use for me and my clients, and all services are easily accessed, with fast and seamlessly delivered billing. The AI transcribing tool and AI support are features I value the most. Of the platforms I've used, including Microsoft Teams and BetterHelp, Carepatron is much more user-friendly, provides greater clarity in audio and visual during meetings, and the transcripts it provides are spot on. I have complete confidence in my ability to meet my clients' needs within this system. **What do you dislike about Carepatron?** A bit confusing only because I am 69 years old and do not speak TECH! **What problems is Carepatron solving and how is that benefiting you?** Carepatron has been a game changer for my practice with AI transcribing and support, giving me 24-hour office support. It's easy for me and my clients, with seamless billing. I trust it to meet my clients' needs. **Official Response from Carepatron Team:** > Hi Linda! Thank yu fo much for your feedback. We're so happy to hear how Carepatron's been helping you out! Should you need any assistance regarding the platform, our Support Team is always just a chat away. Feel free to message us whenever needed and we'd be happy to assist. ### 19. Easy-to-Use Desktop App with a Clean Experience but takes too much storage **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Carepatron?** The desktop version is easy and nice to use. **What do you dislike about Carepatron?** It hogs up a lot of space. I only have 4 clients and the free version is already 75% full! They need to do a better job at this. **What problems is Carepatron solving and how is that benefiting you?** Automation for booking and ease of intake forms and SOAP notes **Official Response from Karina Jimenea:** > Thank you so much for sharing your experience with Carepatron! We're really glad to hear the desktop app feels easy and clean to use, as that's something we've put a lot of care into. We hear your concern about storage, and we completely understand how that can feel limiting, especially when you're just getting started. The free plan does have a storage cap, which is shared across files, notes, and client records, so it can fill up quicker than expected depending on the types of documents being saved. Upgrading to a paid plan unlocks significantly more storage and gives you room to grow without that worry. That said, your feedback is really valuable, and we're always looking at ways to make our plans more flexible. This is exactly the kind of input that helps us improve. So glad Carepatron is helping with booking automation, intake forms, and SOAP notes. That's what we're here for! ### 20. Easy to use EHR, Very affordable, and similar to expensive EHRs **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin H. | Owner and Adult/Gerontology Primary Care Nurse Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about Carepatron?** Carepatron works very similar to very expensive software I have used in my career of over 30 years in health care. Starting a new primary care company I wanted something affordable and Carepatron is! The software is intuitive and I can tailor to my particular needs. **What do you dislike about Carepatron?** While all diagnoses ICD 10 codes are availabe, I would like the CPT codes to be there for ordering tests. Also, a video on billing that explains the whole process. Finally, in a wish list I would want Carepatron to be able to send prescriptions to the pharmacy and/or orders to imaging or lab centers or hospitals. **What problems is Carepatron solving and how is that benefiting you?** Documentation that is easy to use and electronic affording sending to insurance companies and others. It is a brilliant system. I worked for sometime at a large 1000+ bed hospital in charge of the EHR and this Carepatron operates similar to the best of the best system! **Official Response from Carepatron Team:** > Thanks for your feedback and for choosing Carepatron to support your new practice. We're glad to hear the platform feels familiar, flexible, and affordable based on your experience in healthcare. We appreciate your suggestions around CPT codes, billing, and prescription or order integrations. Just so you know, we do have a full billing-focused webinar available that walks through the process: https://www.youtube.com/watch?v=2LOv7sIlM-I If you ever have more ideas or need help, feel free to reach out to the Support Team via the website or your User Dashboard. We're always here to assist. ### 21. Seamless Onboarding with Personalized Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** I like Carepatron's pricing, as it is a huge benefit. The personalized service has been really good, especially while I'm onboarding, making it feel very personal. I also appreciate that the setup process so far has been simple. **What do you dislike about Carepatron?** Nothing so far! **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps with billing, storing HIPAA-compliant client information, client communication, writing session notes, and maintaining my professional compliance. It offers a positive client experience and ease of use for me. ### 22. The Price Got Me Interested... The Features Made Me Stay **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan P. | Speech therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2025 **What do you like best about Carepatron?** I came to the platform after my current EHR fees kept increasing month to month. I just opened my practice in January and have been growing at a consistent rate. With growth comes more therapists, more claim submissions, etc. This has made prices go through the roof. Carepatron has economical pricing and it doesn't stop there. The features that are a part of this site continue to grow and are some of the most innovative in the market. Their Customer support seems to be on par too. I hopped on a quick 15 minute phone call with Marko to have him answer my questions. Great conversation and he was very knowledgable! **What do you dislike about Carepatron?** The AI could use some work. I am switching from another AI based company that integrates with EHRs and Carepatron's AI seems to have a more surface level knowledge of what I do as a SLP instead of the other AI software that tailored its output to be very SLP oriented in how it produced language. **What problems is Carepatron solving and how is that benefiting you?** It is solving the pricing issue. I am struggling to pay the current EHR rates that are out there. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has been a cost-effective choice for your growing practice and that the features continue to meet your needs. It’s great to know the support team was able to answer your questions and provide a smooth experience. Appreciate your feedback on the AI. We're actively working on improving its specialty-specific capabilities, including for speech-language pathologists. Your input helps guide those improvements. If you have more suggestions or need any help, feel free to reach out to the Support Team through the website or your User Dashboard. We're here to support you. ### 23. Amazing Onboarding and Quick Support **Rating:** 5.0/5.0 stars **Reviewed by:** Eric K. | Therapist/owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2026 **What do you like best about Carepatron?** I loved the quick response to my questions. The onboarding team is amazing and helpful. **What do you dislike about Carepatron?** I really wished the progress notes for session could attach the treatment plan goals. **What problems is Carepatron solving and how is that benefiting you?** Credentialing with insurance. **Official Response from Karina Jimenea:** > Eric, thank you so much for the kind words! We're really glad the onboarding experience and support have been smooth and helpful for you. So glad the credentialing with insurance has been working well for you. ### 24. Helps Us Securely Manage Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Todd H. | Associate Pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Carepatron?** I think the most helpful thing is that we have a system that is secure where we can see the people we are working with from wherever we are. **What do you dislike about Carepatron?** My only complaint is that there is still no way to notify my team automatically when a client is assigned to them. **What problems is Carepatron solving and how is that benefiting you?** We needed a secure way to manage our clients and Carepatron helps with that. **Official Response from Carepatron Team:** > Thank you for your feedback about the need for automatic notifications when clients are assigned. We'll definitely consider this for future improvements. ### 25. Easy-to-Learn EHR That Integrated Seamlessly Into My Practice **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Carepatron?** My favorite part of using Carepatron so far was ease of learning the EHR. I’ve been able to integrate Carepatron into my practice efficiently. **What do you dislike about Carepatron?** The scheduler is a bit bulky on the provider end. **What problems is Carepatron solving and how is that benefiting you?** Carepatron gives me a secure EHR and scheduler for my clients for a very reasonable price. **Official Response from Jamie Frew:** > Thank you so much for taking the time to share this! We're thrilled to hear Carepatron was easy to learn and that you've been able to integrate it into your practice so smoothly. We also really appreciate the honest feedback on the scheduler. Refining the provider-side experience is something our team is actively working on, and notes like yours help us prioritize. Thanks again for being part of the Carepatron community! ### 26. Easy for Clinicians and Clients Alike **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** It’s easy to use for clinicians and, most importantly, it’s also easy for clients. **What do you dislike about Carepatron?** So far, I haven’t found anything I dislike. **What problems is Carepatron solving and how is that benefiting you?** It streamlines clinical notes in an easy, simple-to-use format. ### 27. Efficient Tool with Broad Template Access **Rating:** 3.0/5.0 stars **Reviewed by:** Aleena B. **Reviewed Date:** December 04, 2025 **What do you like best about Carepatron?** I really like that Carepatron makes all the forms accessible in one place, saving me time and helping with organization. I appreciate all the different forms and templates available, which I can easily search for and retrieve. This feature allows me to spend more time with my clients. I also see potential in using the calendar and other features in the future. Additionally, the initial setup was very easy. **What do you dislike about Carepatron?** Some psychoeducation could be included on each therapy model, and an option for questions and concerns where other clinicians can comment on it. Also, the fact that I don't know if these templates are made by reliable personnel is scary, so more security on who uploads what. **What problems is Carepatron solving and how is that benefiting you?** Carepatron makes all forms accessible in one site, saving me time and helping with organization. It allows me to spend more time with clients by offering easily searchable templates and a calendar. **Official Response from Carepatron Team:** > Thanks so much for the feedback. Great to hear the templates and easy access are saving you time and helping you stay organized! We highly appreciate your suggestions around psychoeducation and template transparency. You’re absolutely right! While we assure that our team has the right experience and does thorough research to make such resources as factual and accurate as we can, we also understand that clarity and transparency on who created what matters. We're working on adding more clarity there and love the idea of clinician comments. Thanks again for being part of the Carepatron community. ### 28. Easy for Me and My Clients, with Responsive Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Cassie T. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** It’s easy to use for both me and my clients. Customer service is quick to respond, and it includes everything I need as a private practice owner. **What do you dislike about Carepatron?** The video quality can be glitchy at times, and there’s only one integrated transaction processor—Stripe—when I’d rather have the option to use something like Ivy Pay with lower fees. **What problems is Carepatron solving and how is that benefiting you?** They keep continuing to upgrade and maintain low costs. **Official Response from Carepatron Team:** > Hey Cassie, we're so happy to hear from you. We are glad to hear that Carepatron has been easy to use for both you and your clients and that our support team has been responsive when you needed help. We understand your concerns around occasional video quality issues and the availability of additional payment processors and we're working hard to improve telehealth performance and potentially explore new payment options. For additional feedback or suggestions, please reach out again anytime! ### 29. Super User-Friendly and Continually Improving **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa M. | Marriage and Family Therapy, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** It’s super user friendly. And it keeps improving. **What do you dislike about Carepatron?** The audio for in person sessions to develop progress notes does not always work. **What problems is Carepatron solving and how is that benefiting you?** I enjoy having everything on one platform. ### 30. Effortless Note-Taking with a Clean, User-Friendly Format **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** How easy writing notes is and the format **What do you dislike about Carepatron?** Having to go through different tabs to find a specific document **What problems is Carepatron solving and how is that benefiting you?** Making sure to make note writing effortless in moving forward ### 31. User-Friendly EHR with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea A. | Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Carepatron?** I love how Carepatron is simple and straightforward, as it makes my work in private practice EHR much easier. The platform is incredibly user-friendly, offering an intuitive experience that simplifies managing client notes, documents, and billing. I find great value in its customer service, which has been consistently excellent and easily accessible, making any issues quick to resolve. One of my favorite features is the ability to view multiple screens at once and seamlessly toggle between tasks, enhancing my efficiency and workflow. The AI-scribe functionality is also a standout, as it significantly saves time and adds convenience by assisting with documentation needs. Setup was incredibly easy, and overall, the software has proven to be a reliable and efficient tool. Carepatron truly stands out for its capabilities in addressing my professional needs efficiently. **What do you dislike about Carepatron?** The billing section could be a little more streamlined so it's easier to view separate team members and their billing hours. **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron easy for managing client notes, documents, and billing. Its user-friendly interface and AI-scribe feature save time, improving task management with multiple screens. The customer service is accessible, enhancing my private practice efficiency. **Official Response from Carepatron Team:** > Hi Chelsea! Thank you so much for your feedback. We're glad to hear what you have to say about Carepatron and how it helps your practice. We've taken note of your comment on billing, and we hope for your continued support as we enhance this feature and the overall platform in the future. ### 32. Clean Interface and Helpful AI Notes, but Video and Intake Need Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Carepatron?** It is simple and clean interface. The AI piece helps with my notes. **What do you dislike about Carepatron?** The video is not consistent. When I meet with a couple in different places they can't see each other. I don't like that you don't capture the credit card in the intake. **What problems is Carepatron solving and how is that benefiting you?** Doing notes is so much better. I would like that reminders are in the clients time zone. ### 33. Versatile but sometimes limited by Storage and Features **Rating:** 4.0/5.0 stars **Reviewed by:** Monica J. **Reviewed Date:** January 13, 2026 **What do you like best about Carepatron?** I like Carepatron's reactive interface and simple layout because I'm not tech-savvy, so it's important that it is easy to use, whether at home or on the go. The mobile app and desktop app are great advantages as they make it easy to manage everything in one app instead of having different platforms to handle my business. The support team is excellent, offering great quality and reactivity. **What do you dislike about Carepatron?** I don't like the limited storage, as it doesn't provide an overview of what's taking up space. I also find the functionalities in the videocall feature to be lacking. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to manage my client base, scheduling, and soon send forms and invoices. It consolidates my business tasks into one app, eliminating the need for multiple platforms. **Official Response from Carepatron Team:** > Thanks so much for sharing your experience. We’re glad how Carepatron is being helpful to your practice, especially with keeping things simple and easy to manage across both desktop and mobile. It’s great to hear the interface and layout work well for you and that our Support Team has been responsive and reliable. We appreciate your feedback around storage visibility and video call functionality. We’re always looking for ways to improve the platform, and input like this helps guide how we continue to enhance the overall experience as we go along. If you need anything else or would like help exploring your setup, feel free to reach out to the Support Team via the website or your User Dashboard and we’d be happy to assist. ### 34. Easy Service Scheduling Right in My Calendar **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** How easy it is to add services to my calendar. **What do you dislike about Carepatron?** I wish I could send automated follow ups for invoices. **What problems is Carepatron solving and how is that benefiting you?** Calendar, invoicing, booking sessions. All PHIPA compliant. ### 35. Convenient One-Stop Shop for Scheduling, Transcribing, and Payments **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Carepatron?** The convenience of it. it's a one stop shop, scheduling, transcribing, payment, etc. **What do you dislike about Carepatron?** its a bit complex to understand at first **What problems is Carepatron solving and how is that benefiting you?** making running a business easy **Official Response from Karina Jimenea:** > Thank you for the kind words! We're really glad Carepatron has been making running your business easier with everything in one place. We totally understand there's a learning curve at the start, and our support team and tutorials are always there to help make that journey smoother. ### 36. Easy Chart Toggling and Simple to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about Carepatron?** Toggling through charts Ease of use. Simple **What do you dislike about Carepatron?** Merging templates I didn’t see it available. **What problems is Carepatron solving and how is that benefiting you?** Able to read through all the patients charts easily ### 37. Effortless to Use, but Login Issues Persist **Rating:** 4.0/5.0 stars **Reviewed by:** Femke o. **Reviewed Date:** November 19, 2025 **What do you like best about Carepatron?** I really value Carepatron for its ease of use, which greatly benefits my coaching business by simplifying the management of essential tasks such as scheduling, billing, meetings with clients and colleagues, handling contracts, forms, and client records. The platform offers an intuitive experience that makes task management seamless. Additionally, I find the help desk to be extremely helpful, providing effective support when needed. I particularly appreciate the scheduling and client meeting features, as well as the contracts and reminders tools. The initial setup was very easy, a stark contrast to some of the complexities encountered with other platforms like Zoom and Calendly, which we previously used. Overall, Carepatron has significantly streamlined operations in my coaching business. **What do you dislike about Carepatron?** I have been experiencing logging in issues with Carepatron. Specifically, passwords are not recognized, which causes significant inconvenience. Additionally, emails regarding these issues tend to arrive much later than needed, which delays resolving the login problems effectively. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron for scheduling, billing, and managing client meetings, contracts, and records effortlessly. Its ease of use and great help desk support my coaching business effectively. **Official Response from Carepatron Team:** > Thanks so much for the thoughtful review. It’s great to hear Carepatron has helped simplify your coaching workflow and that tools like scheduling, reminders, and client records are making things easier for your team. We're really proud to be part of that. Regarding the login issues, thank you for your patience while we sorted that out. We’ve resolved the password recognition and email delay problems, so things should be running much more smoothly now. If you ever run into anything else, our support team is always here to help. Appreciate you being part of the Carepatron community. ### 38. Effortlessly Organized and User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Idman W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Carepatron?** I use Carepatron for a class and find it really organized and structured, making it easy to use. I like how everything is organized, including clients, templates, and documents. Everything is there and easy to use, such as clients, contacts, and the inbox. The initial setup was honestly really easy, and I haven't experienced any problems, having a cool smooth experience with Carepatron. **What do you dislike about Carepatron?** Nothing **What problems is Carepatron solving and how is that benefiting you?** I find Carepatron really organized and structured, making it easy to use. Everything is organized, from clients to templates and documents, which is great for keeping my work in order. It's smooth and hassle-free. **Official Response from Carepatron Team:** > Thanks for sharing your feedback. We’re glad to hear that Carepatron has been easy to set up and that the structure of clients, templates, documents, and the inbox is helping keep everything organized for your work. It’s great to know your experience has been smooth so far. If you ever need help exploring more features or setting up new workflows as you continue using the platform, the Carepatron customer team will gladly assist. Thanks again for taking the time to share your experience. ### 39. Effortless EHR with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I use Carepatron for my EHR and I like that it streamlines scheduling, keeps notes organized and properly stored, and allows me to communicate securely with clients. It's user-friendly and simple, and the support has been quick and effective whenever I've encountered minor bugs. Carepatron is the easiest EHR platform I've used to date, and the initial setup was very easy! **What do you dislike about Carepatron?** Sometimes duplicate clients are created or family members/relationships are not recognized as separate from the client, making documenting family sessions without the patient present difficult. **What problems is Carepatron solving and how is that benefiting you?** Carepatron streamlines scheduling, keeps notes organized, and allows secure communication with clients. **Official Response from Carepatron Team:** > Hi Jordan, thanks for your review. We are glad to hear that Carepatron has helped you streamline your workflow. We appreciate you pointing out the issue with duplicate client records and documenting family sessions. We'll definitely look into this and hope to improve this in the future. For now, our team would be happy to help review your setup and suggest the best way to structure those records. Please reach out anytime! ### 40. Easy to Navigate and Feature-Rich, But the Free Version Limit Is Tough for Students **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Carepatron?** It is very easy to navigate and it has a lot of useful features **What do you dislike about Carepatron?** We are students using the platform and we don't have the fund for the paid version once we hit the limit of the free version **What problems is Carepatron solving and how is that benefiting you?** I have been using Carepatron for a healthcare nonprofit school organization to help organize patient appointments with volunteering doctors ### 41. Secure, User-Friendly EHR with Aesthetic Appeal **Rating:** 4.5/5.0 stars **Reviewed by:** Ama R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I use Carepatron to continue my private practice in a secure EHR system, and I like that it allows me to be HIPAA Compliant. I appreciate the one-stop portal option, and I find the price to be good. The graphics on the site are visually appealing, which I enjoy. The initial setup was fast and easy, which is a huge plus for me. **What do you dislike about Carepatron?** I think there should be more access to webinars to increase usability for credentialing and insurance panels. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to continue my private practice in a secure EHR system, ensuring HIPAA compliance. **Official Response from Carepatron Team:** > Hey Ama, thanks for sharing your feedback! We also appreciate your suggestion around offering more webinars, especially for topics like credentialing and insurance panels. Feedback like this is valuable and will be shared with our team as we continue expanding our educational resources. We are glad Carepatron is supporting your practice with a simple, secure platform and a unified client portal. If you ever need help getting the most out of the platform or finding learning resources, our customer team will gladly assist. Please reach out anytime! ### 42. Straightforward, Intuitive, and User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2026 **What do you like best about Carepatron?** Very straight-forward and user friendly, intuitive **What do you dislike about Carepatron?** Having to pay more money for additional features **What problems is Carepatron solving and how is that benefiting you?** Holding group therapy, notes, documents for therapy clients **Official Response from Karina Jimenea:** > Thank you for the five-star review! We appreciate the honest feedback. We do our best to keep our plans as accessible and value-packed as possible, and this is good input as we continue to refine our offerings. Thanks again for being part of the Carepatron community. We're always here at support@carepatron.com if you ever need anything! ### 43. Great healthcare software that saves me hours every week **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit L. | Company CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Carepatron?** I love how Carepatron puts everything I need in one place. Before this, I was jumping between different apps for scheduling, patient notes, billing, and communication - now it's all right here. The AI features really help speed things up, especially with documentation and routine tasks. **What do you dislike about Carepatron?** It definitely took me a few weeks to get comfortable with all the features when I first started using it. **What problems is Carepatron solving and how is that benefiting you?** Before Carepatron, I was drowning in paperwork and constantly switching between different apps. I'd spend hours writing patient notes, trying to keep track of appointments, and playing phone tag with patients about scheduling. Now everything's in one place. The AI helps me write my notes faster, patients can book their own appointments, and I don't lose track of conversations anymore. I'm saving about 8 hours a week - time I can actually spend with patients instead of doing admin work. **Official Response from Carepatron Team:** > Thanks for sharing your experience. We're glad to hear Carepatron has helped bring everything into one place and is saving you time each week. If you ever need help or have questions, feel free to reach out through the website or your User Dashboard. We're always here for you. ### 44. Centralized Client Management, Easy Yet Flawed Video Features **Rating:** 3.5/5.0 stars **Reviewed by:** Andrea A. **Reviewed Date:** December 16, 2025 **What do you like best about Carepatron?** I like that Carepatron is simple and easy to use, making it convenient for me to manage bookings. I also appreciate having one central platform to charge and book my clients. The compliance with the video platform and the AI option are features I find beneficial. Additionally, the initial setup was very easy. **What do you dislike about Carepatron?** The video system in Carepatron is a bit problematic for me. I use another software with other clinics, and my clients never have issues with that. Unfortunately, with Carepatron, they do. It would also be nice to have the option to let the client into the session, as they are often already there looking at me when I enter if they are earlier. **What problems is Carepatron solving and how is that benefiting you?** Carepatron provides a central platform to charge and book my clients, simplifying the process. **Official Response from Carepatron Team:** > Hi Andrea! Thank you so much for your feedback. We're constantly working hard to improve our platform, including our video features. If you can elaborate on which issues you encounter, we'd be happy to address them. Regarding the waiting room function, we've definitely taken note. ### 45. Versatile and Accessible, Key to My Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Amber B. **Reviewed Date:** December 11, 2025 **What do you like best about Carepatron?** I like Carepatron because it has an app, so I can access it from all of my devices, whether I'm on the go with my iPad or checking it on my phone. I also enjoy that I can create my own templates for notes, which allows me to add and modify things whenever I want. The fact that everything is stored in one place is a big plus for me. The initial setup was super easy, which is always nice. **What do you dislike about Carepatron?** The signing can be improved. I wish my signature was in the system and I could just click a button. **What problems is Carepatron solving and how is that benefiting you?** I use Carepatron to write notes, evaluations, schedule sessions, and remind parents. It centralizes everything in one place, is accessible across devices, and the app lets me create and modify templates easily. **Official Response from Carepatron Team:** > Hi Amber! Thank you so much for your feedback. We're happy to hear how Carepatron is helping improve your practice. Regarding signatures, we're already looking into it! Hope you can watch out for this update really soon. ### 46. Automates Practice Management Tasks with Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Carepatron?** Automates many of the practice management tasks, such as notifications, receipts, etc. It was easy to set up and integrate with my Google calendar. I like it that it's two way and updates in real time. It is easy to use. Customer support via chat was helpful. I use it nearly every day. **What do you dislike about Carepatron?** Some of the features are still underdeveloped and I need to do them manually **What problems is Carepatron solving and how is that benefiting you?** It's helping me solve scheduling tasks, keeping an online calendar for my clients, note-taking, sending intake forms out with one click and billing. **Official Response from Carepatron Team:** > Hi there, we're glad Carepatron is helping streamline your practice. We hear your comment on some features still requiring manual work. That kind of feedback is incredibly helpful and is something our product team continuously works on as we improve and expand the platform. If there are specific workflows you would like to see further automated, our team would love to hear more. Please feel free to reach out anytime and the Carepatron customer team will gladly assist however we can. ### 47. Simple, reliable, and affordable scheduling software **Rating:** 5.0/5.0 stars **Reviewed by:** Simranjeet S. | Psychotherapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Carepatron?** Carepatron is incredibly easy to use, with a clean interface that makes scheduling and managing appointments straightforward. The uptime has been excellent, so I’ve never had to worry about the system being down during busy days. Their customer support is responsive and helpful, and the pricing is very reasonable compared to other tools. Overall, it’s a dependable solution for medical professionals. **What do you dislike about Carepatron?** The platform could benefit from more customization options to better tailor it to specific practice needs. I’d also like to see improved text message reminders with more flexibility in how and when they’re sent. These are minor issues, but adding them would make the software even stronger. **What problems is Carepatron solving and how is that benefiting you?** Carepatron helps streamline scheduling, client management, and documentation all in one place, which saves me a lot of time and reduces admin stress. Instead of juggling multiple tools, I can rely on one platform to keep everything organized. This means I spend less time on logistics and more time focusing on clients, which has improved both efficiency and client satisfaction. **Official Response from Carepatron Team:** > Thanks for the thoughtful feedback. We're really glad to hear that Carepatron has been a dependable and easy-to-use solution for your practice, and that you've found the support team and pricing to be solid. We appreciate your suggestions around customization and SMS reminders. These are great insights, and we’re always working to expand and refine features to better support practitioners. Keep an eye out as we continue to make improvements based on feedback just like this. ### 48. Love Carepatron! **Rating:** 5.0/5.0 stars **Reviewed by:** Irina B. | Owner at Postpartumcore.com, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Carepatron?** They let you trial before committing. I like all the integrations. Super easy to use. **What do you dislike about Carepatron?** Alllow text reminder 5 min before calls. **What problems is Carepatron solving and how is that benefiting you?** Database for all my clients **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. ### 49. Effortless Virtual Psychology with Carepatron **Rating:** 5.0/5.0 stars **Reviewed by:** SF . | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Carepatron?** I use Carepatron for virtual psychology, and I appreciate its video and conferencing features. They facilitate my practice effectively while maintaining client privacy, allowing sessions to be attended from home. I also like how easy Carepatron is to use, especially the calendar feature, and the setup was simple. Plus, I find the overall experience to be very user-friendly. **What do you dislike about Carepatron?** nothing **What problems is Carepatron solving and how is that benefiting you?** Carepatron facilitates my virtual psychology practice through its video conferencing feature, ensuring privacy and allowing clients to attend from home. It's easy to use with features like a calendar. **Official Response from Carepatron Team:** > Hi SF, we are really glad to hear Carepatron is supporting your virtual psychology sessions and making it easy to manage your calendar and appointments while maintaining client privacy. If you ever need help getting even more out of the platform or have ideas for features that would further support your practice, our Carepatron customer team is always happy to assist. Thanks again for being part of the Carepatron community. ### 50. carepatron is a beautiful product with an incredible proposal, but it lacks accessibility. **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan F. | Designer de produtos, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Carepatron?** What I like most about carepatron is its simplicity! It's not a system that needs a bootcamp for my employees to learn. It's simple (too much) **What do you dislike about Carepatron?** Because it is simple, it is too simple! It passes the point where the interface is just made up of texts and more texts to select and choose. You feel this limitation even more on a platform where there is no order customization, etc. example: in the team members tab, I would like after the name to show the person's position in the company, but it is the number and it is not something that can be changed, you just accept it and feel that it is a simple system (and one more once again: too simple) **What problems is Carepatron solving and how is that benefiting you?** I use carepatron to have a clear view of my clients, the history of notes I created from them and the company's financial expenses **Official Response from Carepatron Team:** > Thanks for the honest review. Really glad to hear you value the simplicity. That said, we hear you, and we're taking this feedback to improve our platform better. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+14%3A52%3A51+-0500&secure%5Bsession_id%5D=1a210f4f-c160-443b-b430-a5c204532e06&secure%5Btoken%5D=fbda74e5b0efc93bdbe1a878f268a8e6423b1a1e7876639faf1471bf20ed8c9d&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 - Medical Billing - Workflow Management - Scheduling - Virtual Waiting Room - Mobile Access - E-Prescribing - Two-Way Audio & Video - Document Management ## Top Carepatron Alternatives - [Practice Better](https://www.g2.com/products/practice-better/reviews) - 4.7/5.0 (298 reviews) - [Epic](https://www.g2.com/products/epic/reviews) - 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