--- title: Carepatron Reviews meta\_title: 'Carepatron Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 699 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: 699 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Health Care url: https://www.g2.com/categories/health-care --- ### Carepatron Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **ease of use** of Carepatron, finding it intuitive and convenient for managing client bookings seamlessly. [(111 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1812682&qs=pros-and-cons#reviews) Users appreciate the **affordable pricing** of Carepatron, making it a budget-friendly choice for professionals. [(57 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1812027&qs=pros-and-cons#reviews) Users appreciate the **aesthetic and easy-to-use interface** of Carepatron, enhancing their work experience and productivity. [(50 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1815158&qs=pros-and-cons#reviews) Users find the **staff extremely helpful** , enhancing their experience with quick and effective customer support. [(47 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1811652&qs=pros-and-cons#reviews) Users appreciate the **efficiency** of Carepatron, noting its seamless booking and automated features that enhance productivity. [(44 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1811396&qs=pros-and-cons#reviews) Users express frustration with the **limited features** of Carepatron, affecting efficiency and integration with their professional workflows. [(40 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1814277&qs=pros-and-cons#reviews) Users express a desire for **missing features** like customizable emails, improved AI, and additional billing options. [(33 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1812047&qs=pros-and-cons#reviews) Users express frustration over the **limited payment processing options** in Carepatron, wishing for more flexibility. [(22 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1815016&qs=pros-and-cons#reviews) Users experience various **technical issues** with Carepatron, affecting integration, AI functionality, and overall user-friendliness. [(22 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1813051&qs=pros-and-cons#reviews) Users experience **limited customization** options in Carepatron, affecting flexibility in tailoring the system to specific needs. [(21 mentions)](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1815197&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Carepatron ##### 1. Ease of Use Users value the **ease of use** of Carepatron, finding it intuitive and convenient for managing client bookings seamlessly. [ See 111 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1812682&qs=pros-and-cons#reviews) See Related User Reviews ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. Small-Business (50 or fewer emp.) 4.0/5 "Very user friendly and intuitive" What do you like about Carepatron? It's so easy to use and so customizable. I like all the templates we can choose from and the ability to create our own. I like how I can edit my avail ![Luis B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis B.") LB Luis B. Small-Business (50 or fewer emp.) 3.5/5 "Efficient Booking, Lacks Payment Flexibility" What do you like about Carepatron? I like how Carepatron solves the problem of booking, especially since it is kind of fast. I also enjoy the AI capabilities which, although could be be ##### 2. Affordable Users appreciate the **affordable pricing** of Carepatron, making it a budget-friendly choice for professionals. [ See 57 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1812027&qs=pros-and-cons#reviews) See Related User Reviews ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. Small-Business (50 or fewer emp.) 4.0/5 "Very user friendly and intuitive" What do you like about Carepatron? It's so easy to use and so customizable. I like all the templates we can choose from and the ability to create our own. I like how I can edit my avail ![Luis B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis B.") LB Luis B. Small-Business (50 or fewer emp.) 3.5/5 "Efficient Booking, Lacks Payment Flexibility" What do you like about Carepatron? I like how Carepatron solves the problem of booking, especially since it is kind of fast. I also enjoy the AI capabilities which, although could be be ##### 3. User Interface Users appreciate the **aesthetic and easy-to-use interface** of Carepatron, enhancing their work experience and productivity. [ See 50 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1815158&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Practice Management with Easy Setup" What do you like about Carepatron? I really like the ease of use of Carepatron, setting it up was easy, and it doesn't require much to keep going from there!. The integration of multipl ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Reccomendation for Carepatron" What do you like about Carepatron? The pricing is really reasonable while having everything I could use in an EHR. Sleek and easy to navigate interface with an app so I don't have to ke ##### 4. Helpful Users find the **staff extremely helpful** , enhancing their experience with quick and effective customer support. [ See 47 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1811652&qs=pros-and-cons#reviews) See Related User Reviews ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. Small-Business (50 or fewer emp.) 4.0/5 "Very user friendly and intuitive" What do you like about Carepatron? It's so easy to use and so customizable. I like all the templates we can choose from and the ability to create our own. I like how I can edit my avail ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Practice Management with Easy Setup" What do you like about Carepatron? I really like the ease of use of Carepatron, setting it up was easy, and it doesn't require much to keep going from there!. The integration of multipl ##### 5. Efficiency Users appreciate the **efficiency** of Carepatron, noting its seamless booking and automated features that enhance productivity. [ See 44 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1811396&qs=pros-and-cons#reviews) See Related User Reviews ![Luis B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis B.") LB Luis B. Small-Business (50 or fewer emp.) 3.5/5 "Efficient Booking, Lacks Payment Flexibility" What do you like about Carepatron? I like how Carepatron solves the problem of booking, especially since it is kind of fast. I also enjoy the AI capabilities which, although could be be ![Gerald J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gerald J.") GJ Gerald J. 5.0/5 "Smooth School Admin with Carepatron" What do you like about Carepatron? I like Carepatron for its functionality in school admin processes and its ability to aid in organization. The scheduling feature works well, which add ### 5 Cons or Disadvantages of Carepatron ##### 1. Limited Features Users express frustration with the **limited features** of Carepatron, affecting efficiency and integration with their professional workflows. [ See 40 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1814277&qs=pros-and-cons#reviews) See Related User Reviews ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. Small-Business (50 or fewer emp.) 4.0/5 "Very user friendly and intuitive" What do you dislike about Carepatron? The only bugs I've run into was while I was creating templates. Sometimes my changes would not save and I would have to go back and make the changes. ![Luis B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis B.") LB Luis B. Small-Business (50 or fewer emp.) 3.5/5 "Efficient Booking, Lacks Payment Flexibility" What do you dislike about Carepatron? I think that the payment processor is not great because I cannot receive payments from customers that are outside Mexico, and that's a problem for me. ##### 2. Missing Features Users express a desire for **missing features** like customizable emails, improved AI, and additional billing options. [ See 33 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1812047&qs=pros-and-cons#reviews) See Related User Reviews ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. Small-Business (50 or fewer emp.) 4.0/5 "Very user friendly and intuitive" What do you dislike about Carepatron? The only bugs I've run into was while I was creating templates. Sometimes my changes would not save and I would have to go back and make the changes. ![Luis B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis B.") LB Luis B. Small-Business (50 or fewer emp.) 3.5/5 "Efficient Booking, Lacks Payment Flexibility" What do you dislike about Carepatron? I think that the payment processor is not great because I cannot receive payments from customers that are outside Mexico, and that's a problem for me. ##### 3. Billing Issues Users express frustration over the **limited payment processing options** in Carepatron, wishing for more flexibility. [ See 22 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1815016&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Charting and Billing But Needs Better Navigation" What do you dislike about Carepatron? Carepatron was difficult to navigate at times, especially the billing aspect. ![Lindsey A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lindsey A.") LA Lindsey A. 4.0/5 "Intuitive and Supportive, But Financials Need Refinement" 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 anyw ##### 4. Technical Issues Users experience various **technical issues** with Carepatron, affecting integration, AI functionality, and overall user-friendliness. [ See 22 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1813051&qs=pros-and-cons#reviews) See Related User Reviews ![Teresa V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Teresa V.") TV Teresa V. Small-Business (50 or fewer emp.) 5.0/5 "Cost-Effective, Accessible, and Attentive Support" 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 thi ![Andrea A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrea A.") AA Andrea A. 3.5/5 "Centralized Client Management, Easy Yet Flawed Video Features" 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. Unf ##### 5. Limited Customization Users experience **limited customization** options in Carepatron, affecting flexibility in tailoring the system to specific needs. [ See 21 mentions ](https://www.g2.com/products/carepatron/reviews?filters%5Bsentiment_snippet%5D=1815197&qs=pros-and-cons#reviews) See Related User Reviews ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. Small-Business (50 or fewer emp.) 4.0/5 "Very user friendly and intuitive" What do you dislike about Carepatron? The only bugs I've run into was while I was creating templates. Sometimes my changes would not save and I would have to go back and make the changes. ![Teresa V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Teresa V.") TV Teresa V. Small-Business (50 or fewer emp.) 5.0/5 "Cost-Effective, Accessible, and Attentive Support" 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 thi ![Brad L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brad L.") BL Brad L. Clinician Small-Business (50 or fewer emp.) 8/7/2026 "Simple, Intuitive Scheduling and Telehealth with Great Support" 5/5 What do you like best about Carepatron? The interface is simple and intuitive. It also makes it easy for clients to schedule and see their appointments. Carepatron automatically adds things to their calendars if they want. The telehealth feature is also easy and intuitive for clients. That's important since some clients aren't as comfortable with technology as others. Price is very competitive. Support and onboarding has been great. I have not used AI features much yet, as I am just opening my practice and would like to devote some time to them before really considering if I am going to integrate them. Review collected by and hosted on G2.com. What do you dislike about Carepatron? I would like to be able to manually send appointment reminders to clients. I think this is less of a dislike and more of a feature to be added. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? Carepatron is helping manage my practice in terms of paperwork, client intake, scheduling and so on. It's helping me spend less time administering the practice. This is important since my practice is kind of in addition to my main job. Review collected by and hosted on G2.com. Show More Response from Karina Jimenea of Carepatron [Editedit](https://www.g2.com/survey_responses/carepatron-review-13227646/official_response/edit) Hey Brad! Congratulations on opening your practice! It's wonderful to hear that the scheduling, telehealth, calendar sync, and onboarding experience have all been such a smooth fit, especially for clients who aren't as tech-savvy. The ability to manually send appointment reminders is a great suggestion, and whenever you're ready to explore the AI features, we think you'll find them really useful for cutting down on admin time even further! We're rooting for your practice every step of the way! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Azia G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Azia G.") AG Azia G. LMFT-Associate Small-Business (50 or fewer emp.) 8/6/2026 "User-Friendly Templates, Custom Scheduling, and Seamless Stripe + Google Calendar Integration" 4.5/5 What do you like best about Carepatron? I love the templates that are included. It makes it easy to do notes and share helpful documents with clients. I also like that it is super user friendly. It's also a great price for the features that it comes with it, such as the various templates, ability to customize, personalized scheduling link, integration of Stripe for payment, support, etc. It also adds the appointments to my Google calendar so I can quickly see my upcoming sessions. Review collected by and hosted on G2.com. What do you dislike about Carepatron? Sometimes my computer screen goes blank and then my camera shuts off. I have used IntakeQ, Simple Practice, and DoxyMe on this same laptop and have never experienced this. It happens about twice a month. I also am not a fan of the AI feature for two reasons, 1) I have never had it create a useful note (it will often exclude important information) and 2) I heard that AI is bad for the environment so I try to avoid using it as much as possible. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? It takes less time for me to complete notes and it keeps me organized. I can do notes then bill invoices and within one setting because it is streamlined. Because it is user friendly, I can quickly get things done. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Vanessa G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanessa G.") VG Vanessa G. mental health therapist Small-Business (50 or fewer emp.) 5/20/2025 "Very user friendly and intuitive" 4/5 What do you like best about Carepatron? It's so easy to use and so customizable. I like all the templates we can choose from and the ability to create our own. I like how I can edit my availability precisely and syncing my Google calendar so it's all in one spot. I also have used the help feature often, even though it's an AI bot, it's been super helpful. Review collected by and hosted on G2.com. What do you dislike about Carepatron? The only bugs I've run into was while I was creating templates. Sometimes my changes would not save and I would have to go back and make the changes. There are many updates, almost daily, where I have to refresh the system, and sometimes doing so undoes some of the changes I've made to the menu for example. A few months ago I was having so many issues with the telehealth feature, that I ended up syncing with Google Meet instead and haven't had any issues since, but it would've been nice to keep using the telehealth feature on Carepatron instead. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? Offering a HIPAA-compliant EHR and telehealth platform. The affordability is unmatched for the extensive features it offers. Review collected by and hosted on G2.com. Show More Response from Carepatron Team of Carepatron [Editedit](https://www.g2.com/survey_responses/carepatron-review-11198511/official_response/edit) Thanks for taking the time to share your experience. We're glad to hear Carepatron's customization, template options, and calendar sync have been working well for your practice. It's also great to know the help feature has been useful along the way. Appreciate you flagging the template saving issue and your suggestions around telehealth tools like a whiteboard and screen sharing. These are valuable insights, and we're continuing to improve in those areas to better support your sessions. If you run into anything else or want to share more, feel free to reach out through the website or your User Dashboard. We're always here to help. 8/4/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Carly P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carly P.") CP Carly P. Licensed Professional Counselor Small-Business (50 or fewer emp.) 8/4/2026 "Breath of Fresh Air for a Solo Practice—User-Friendly Tools and Responsive Support" 4.5/5 What do you like best about Carepatron? Carepatron has been a breath of fresh air as I build my solo therapy practice. The customer service has been great; I appreciate working with individuals assigned to me rather than a different representative each time I need assistance. They have been very responsive in helping me and answering my questions, and the actual platform and tools are user-friendly and feel unlimited. Review collected by and hosted on G2.com. What do you dislike about Carepatron? They only recently started offering credentialing support, so I understand that they are still ironing out some of their processes. I have found that there have been times when it seems they are making things harder than necessary. For example, they needed to access my accounts related to insurance credentialing, but I was receiving repeated requests for login codes sent to my phone number or email, and by the time I received them they were already expired. I suggested putting a carepatron accessible email into some of the accounts after a while, and that made things much easier, but it does seem like their processes still need some work. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? Carepatron is completing credentialing for me, which has felt overwhelming and is a huge relief. They will also be doing billing services for me, and I am happy to focus more on the clinical aspects of my work. The platform has templates to use for many types of documentation, and they can all be customized, so I find that helpful as well. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Rashad G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rashad G.") RG Rashad G. Instructor Small-Business (50 or fewer emp.) 6/25/2026 "Beautiful, Functional Platform With Great AI Tools and Fabulous Support" 5/5 What do you like best about Carepatron? I like the functionality and the aesthetics of the platform. I like that you can share documents directly to clients' portals. I like the AI tools as well. They really make documentation and administrative work easier. I also like how you can upload documents to integrate them into the platform. The Performance sometimes falters. I have had trouble with the AI creating documents from the scribed sessions, but overall it does very well. Pricing is definitely a plus. One key element overall is the onboarding and continous support. The customer response time is fabulous. Review collected by and hosted on G2.com. What do you dislike about Carepatron? There is only one thing that I dislike. I use Therapy Notes for a practice I work for while I build my practice and it is a great platform even though I like CarePatron better. The one thing that CarePatron is missing is how Therapy Notes provide assessments, and all of the other major components to counseling within their system and the system notifies you when a treatment plan is due, if any notes are due, or if any other administrative work is due. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? They helped me solve the main issue I have been having and that is with the AI scribe functioning is malfunctioning. Review collected by and hosted on G2.com. Show More Response from Jamie Frew of Carepatron [Editedit](https://www.g2.com/survey_responses/carepatron-review-13033877/official_response/edit) Hi Rashad, thank you so much for taking the time to share such a thoughtful review, it really means a lot to us. Hearing that our response time has been a highlight is wonderful, and we'll be sure to pass that along to the team. We also appreciate your honest feedback. You're absolutely right that built-in assessments and proactive due-date notifications for treatment plans, notes, and other admin tasks would make the platform even stronger. We're glad to hear our support team was able to help resolve the AI Scribe issue, and we'll keep working to make that experience even more reliable. Thank you again for choosing Carepatron and for sharing your perspective as you build your practice. We're excited to keep growing alongside you. 7/30/2026 Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Karen H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karen H.") KH Karen H. Mental Health Therapist - LMFT Small-Business (50 or fewer emp.) 7/1/2026 "Affordable Telehealth and Helpful Support, but Group Notes, Invoicing and Couples Billing Need Work" 3/5 What do you like best about Carepatron? The cost is affordable, and telehealth is included, for single or multiple people on a call. I also appreciate how helpful they have been, and how willing they have been to hop on a call with me to address issues. Review collected by and hosted on G2.com. What do you dislike about Carepatron? Group notes aren't intuitive, and don't work as easily as on other platforms. There needs to be a way to put couples into a group, and use this group as the unit of treatment. Right now, I have to add each person individually each time, and I can't use a prior note. Instead, I have to start all over each time. This is a pain. Also on the notes, there is weird functionality with the Editor versus Responder roles. There should be a way that I can have a signature on file which is used on every document that I virtually sign. The billing for couples also doesn't work well - the system requires me to bill one person of the two, and then shows an unpaid amount for the second person (as though I should be billing each person in a couple the full amount). Also with billing, there is no easy way to show the entire amount collected in the prior month. I modified the dates on the billing page, but this wasn't carried over to the invoicing page, and on that page there was no way to request the information for the prior month. This information should be readily available. I don't use AI with my clients, so I can't speak to that area. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? It is helping me solve the problem of being unable to bring multiple people into a call, and it has saved me some money, but I'm not sure these things are worth it. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller CE Cameron E. Owner Small-Business (50 or fewer emp.) 6/25/2026 "Carepatron Needs Better Admin Pricing, Insurance Billing, and Broader Integrations" 2.5/5 What do you like best about Carepatron? If you ask me what I like best about Carepatron, it really comes down to how simple it makes everything. The interface is just clean. You open it up, and you immediately know where everything is without needing a massive training manual. The AI scribe is a huge time-saver for daily notes, and the pricing mostly makes sense for a growing practice. You get a really solid free tier, and the paid plans are super reasonable. Whenever I've run into a snag, their support team has been quick to jump in and help. It just works. Performance: It handles all the daily basics—scheduling, billing, and notes—in one spot. It keeps your day moving without a bunch of extra clicks. Integrations: It plays nice with the big stuff like Google Calendar, Stripe, and Zoom. It might not connect to every single obscure app out there, but it covers the daily essentials perfectly. Review collected by and hosted on G2.com. What do you dislike about Carepatron? While there is a lot to like about Carepatron, there are definitely a few things that can be frustrating. One of the biggest annoyances is that admin users are billed at the exact same rate as clinicians, which really drives up costs if you have a larger front-desk or support team. Beyond that, the insurance billing features just aren't as mature as they need to be for heavy insurance-based practices. If you deal with a lot of claims, you might find yourself needing a separate tool. The third-party integrations are also pretty limited outside of the basics like Google and Stripe, and the system can occasionally lag if you are working with a massive database. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? The biggest problem Carepatron solves is the sheer amount of time lost to daily busywork. Before, managing a practice meant juggling separate tools for scheduling, notes, and billing, which led to a ton of double data entry and endless admin hours. By rolling everything into one simple platform, it gives me my evenings back. The AI scribe handles the heavy lifting for session notes, the automated reminders cut down on no-shows, and the integrated billing means I'm not chasing down payments manually. It lets me focus on actually seeing clients instead of running a back office. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller BK Belle K. College student Small-Business (50 or fewer emp.) 6/30/2026 "Easy Templates Simplify Case Assessments" 4/5 What do you like best about Carepatron? I use Carepatron for my case management class in college, and it makes the assessments easy for us to navigate. I like how easy it is to find everything and submit everything. The templates are easy, and submitting assignments to my teacher is simple too. For example, I did an MSE template for a case assessment and the questions are already there and set up for me to submit to my teacher. It's super easy to navigate. The initial setup was very easy. Review collected by and hosted on G2.com. What do you dislike about Carepatron? {"I don't like how when I try to copy a question to paste onto something else, it doesn't copy."} Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? I use Carepatron for my case management class in college. It makes assessments easy to navigate, and I like how easy it is to find and submit everything to my teacher. The templates, like the MSE one, already have the questions set up for me. Review collected by and hosted on G2.com. Show More Response from Karina Jimenea of Carepatron [Editedit](https://www.g2.com/survey_responses/carepatron-review-13051702/official_response/edit) Belle, thank you so much for sharing this! We love hearing that Carepatron is being used in a case management program, and it's great to know the templates and submission process have been making your assessments so much easier to navigate. Thanks again for the kind words, Belle, and best of luck with your studies! Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Katie L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katie L.") KL Katie L. Therapist Small-Business (50 or fewer emp.) 6/24/2026 Guest users or non-business users of the software, not included in G2 scores. "Decent Note-Taking, Needs Better Calendar Integration" 2.5/5 What do you like best about Carepatron? I find it really helpful to have Carepatron take notes while I am in a session by just clicking the record button. It's a great feature for in-person sessions, as some other websites don't have such easy access when you're in person. This feature makes my notes quicker and more efficient. Review collected by and hosted on G2.com. What do you dislike about Carepatron? Trying to connect the calendars to my other platforms is a bit of a hassle. It would be great if Carepatron could connect with Headway or with Simple Practice calendars. Also, the initial setup was a little bit difficult. Getting everyone access to their calendars, setting the right time zones, and figuring out how to sign notes presented a learning curve. It's still not the most user-friendly, but I am getting used to it. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? I use Carepatron for scheduling, writing notes, and filling out documentation. It's really helpful for taking notes during sessions by just clicking the record button, making my notes much quicker and more efficient. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Sheri G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sheri G.") SG Sheri G. Case Manager, Utilization Management Supervisor Small-Business (50 or fewer emp.) 6/24/2026 "Customizable Templates, Active Community, and Smooth Patient Portal & Invoicing" 5/5 What do you like best about Carepatron? One of the features I appreciate most is the extensive library of templates. Not only are there many templates available, but they are fully customizable, allowing me to adapt them to my workflow and incorporate my company's branding. Another benefit is the active community of users who contribute templates that you can share, customize, and use in your own practice, saving valuable time. I also value the patient portal and integrated invoicing capabilities, which make communication and billing much easier. Review collected by and hosted on G2.com. What do you dislike about Carepatron? ne area where CarePatron could improve is the lack of integrated fax capabilities. Being able to send and receive faxes directly within the platform would streamline communication with healthcare organizations that still rely on faxing. It would also be beneficial to have a dedicated communication space for collaborating with providers and other healthcare professionals separate from client messaging. Having distinct channels for provider-to-provider communication would enhance care coordination and help keep client interactions organized. Review collected by and hosted on G2.com. What problems is Carepatron solving and how is that benefiting you? They’re available anytime I’ve had an issue or needed assistance. Review collected by and hosted on G2.com. Show More Response from Jamie Frew of Carepatron [Editedit](https://www.g2.com/survey_responses/carepatron-review-13015493/official_response/edit) Hi Sheri, thank you so much for this wonderfully detailed review! It's fantastic to hear how much value you're getting from the template library. Knowing the patient portal and integrated invoicing are making communication and billing easier for you is a real highlight for us. We also appreciate you sharing where we can do better. Integrated fax capabilities would absolutely streamline communication with the many healthcare organizations that still rely on faxing. Finally, thank you for the kind words about our support team. Being available whenever you need a hand is something we take a lot of pride in, so it's lovely to know that's come through for you. Thank you for being such an engaged part of the Carepatron community. We're grateful to have you with us. 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