Verified User in Mental Health Care
UM
Verified User in Mental Health Care
Small-Business (50 or fewer emp.)
"Informative Intro Sessions and an Easy-to-Navigate Platform"
4.5/5
What do you like best about Carepatron?

They are very informative in the intro sessions, and the platform seems easy to navigate so far. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

I have just started using the platform, but the only thing I don't love yet is some of the templates in the workspace. I am continuing to work with them to make them my own. Review collected by and hosted on G2.com.

Amanda V.
AV
Amanda V.
Administrative Assistant
Small-Business (50 or fewer emp.)
"HIPAA-Compliant Templates That Make Summaries and Notes Easy"
5/5
What do you like best about Carepatron?

HIPAA compliance and templates for creating unique summaries and notes. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

I’d like to see more unique scheduling options and rules for each individual service type. Review collected by and hosted on G2.com.

Response from Karina Jimenea of Carepatron

Hi Amanda, thank you for the kind words! We're so glad that our HIPAA-compliant templates and note-taking tools are helping you stay organized and give your clients the attention they deserve.

Your suggestion around more granular scheduling options and rules per service type is a great one, and we've passed it along to our product team for consideration.

Thanks again for sharing your experience, and feel free to reach out anytime!

Verified User in Health, Wellness and Fitness
UH
Verified User in Health, Wellness and Fitness
Small-Business (50 or fewer emp.)
"Clean UI, Great Pricing, and Smooth Onboarding with Carepatron"
4.5/5
What do you like best about Carepatron?

The UI/UX is clean and easy to navigate with all the necessary integrations for counseling business. I chose Carepatron because of the amazing pricing, but the performance of the site is a major plus. On-boarding new patients and utilizing AI to maintain my business has been absolutely amazing. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

There's not anything I dislike about Carepatron. It's been my go-to as a counseling student/intern. Review collected by and hosted on G2.com.

Verified User in Mental Health Care
AM
Verified User in Mental Health Care
Small-Business (50 or fewer emp.)
"Easy Profile Switching for Multiple Businesses"
5/5
What do you like best about Carepatron?

I have two separate businesses and I like that I am able to toggle between two separate profiles easily. This was the only platform I found that offers this. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

The only issue I've had was that as I was writing a note, the note would randomly delete, which was incredibly frustrating. I reached out to support and they said I needed to use a different browser, which then resolved the issue. Review collected by and hosted on G2.com.

Response from Jamie Frew of Carepatron

Thank you so much for taking the time to share your experience!

We're so glad the multi-profile toggle has made running your two practices easier.

We also appreciate you flagging the note-deletion issue you ran into. If it ever resurfaces, please don't hesitate to reach back out, we'd love the chance to dig in further.

Thank you again for the kind words on value and for trusting Carepatron with both of your practices. We're grateful to have you with us!

Verified User in Mental Health Care
AM
Verified User in Mental Health Care
Small-Business (50 or fewer emp.)
"Versatile, affordable, and fast support — makes running our business easier"
4.5/5
What do you like best about Carepatron?

I like how compatible it is with many functions, support from the team is great and pretty quick. The price is also very reasonable and affordable making running a business helpful and lower overhead financially. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

There are still some functions getting worked on like documentation being easier and less clunky in design and function, couples notes and being able to navigate minor client records with multiple parents/guardians. Review collected by and hosted on G2.com.

Response from Karina Jimenea of Carepatron

Thank you so much for this thoughtful review! We're really glad the platform's versatility, affordability, and our support team's responsiveness have been making a positive difference in running your business. We appreciate the honest feedback on documentation, couples notes, and managing minor client records with multiple guardians. These are areas we're actively working to improve, and your input helps us prioritize the right things.

So glad to hear the credentialing feature is landing well too. There's more good stuff in the pipeline!

Ashley B.
AB
Ashley B.
Virtual Assistant
Small-Business (50 or fewer emp.)
"Clean, Sleek Interface, But Doesn’t Feel Premium"
3.5/5
What do you like best about Carepatron?

I like how it is very clean and sleek looking. Meaning that it does not overwhelm you with 100 features but rather gives you a clean view of everything. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

The only thing that I would dislike is that it feels cheap, it does not feel like I am getting premium Review collected by and hosted on G2.com.

Response from Karina Jimenea of Carepatron

Hi Ashley! Thank you for the kind words on the design! A clean, uncluttered experience is something we've been very intentional about, so that really resonates with us.

We hear you on the premium feel, and it's something we take seriously. We're continuously investing in the overall experience and have some exciting improvements in the pipeline that we think you'll love.

So glad it's keeping your client sessions and payments organized! If you ever have suggestions on what would make it feel more premium to you, we'd genuinely love to hear them!

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Versatile EHR with Great Support, Needs Better Mobile Integration"
4/5
What do you like best about Carepatron?

I appreciate Carepatron's integrated space for records, notes, billing, and referral, enabling me to manage several items at once. The customer support provided is very commendable. I also enjoy the template system and AI automation, which reduces documentation time and helps make notes more well-organized. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

The AI scribe does tend to freeze. The auto-filled snippets on the notes could be more diverse and adaptable. And I would love if the telehealth app worked from the mobile app. The billing reports could also use some work to make them more user-friendly. Review collected by and hosted on G2.com.

Response from Karina Jimenea of Carepatron

So glad to hear the integrated records, notes, billing, referrals, templates, and AI automation have all been coming together well for your practice, and it's always great to hear our support team has been hitting the mark!

We hear you and we're always hoping to continue improving wherever possible. Thanks again for being part of the Carepatron community!

Brandon K.
BK
Brandon K.
Nurse Practitioner
Small-Business (50 or fewer emp.)
"Simple UI, but Missing Audit Logs and Signature-Locking Limits Templates"
3.5/5
What do you like best about Carepatron?

Their platform is well designed, with a simple UI that makes it easy to find what I need. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

They lacked the ability to sign and lock notes, and there was no audit log to track where issues occurred. The templates also didn’t allow patient signatures to be inserted. On top of that, the options for modifying templates were limited and felt overly restricted. Review collected by and hosted on G2.com.

HH
Hope H.
Small-Business (50 or fewer emp.)
"Robust Scheduling and Integration, Needs Alerts"
4.5/5
What do you like best about Carepatron?

I like the scheduling feature in Carepatron because it allows me to schedule my clients from anywhere. I appreciate being able to set a virtual link with either Carepatron or Zoom. The DAP feature helps to bring the conversation together, and I really like the transcribing feature that collects my conversations. I also find linking my devices to be a great aspect of Carepatron. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

I still wish there was a voice recording feature so I could go back and listen and take my own notes. I wish there was an alert system reminder about my scheduled appointments linked to my phone. Maybe a day before alarm or the day of. I have a separate technical gadget I have to load up to see who is on my schedule for today. Also, maybe send me a cancellation notice by email whether I do it or they do it. This will help a lot. It was difficult to set up but I push through it. Review collected by and hosted on G2.com.

Response from Carepatron Team of Carepatron

Hi Hope! Thank you for sharing your feedback.

For appointment alerts, Carepatron does support automated reminders that can be sent via email or SMS ahead of scheduled sessions, which can help with day-before or same-day notifications. You can learn how to set these up here: https://help.carepatron.com/en/articles/6378787-setting-up-appointment-reminders

We also appreciate your ideas around voice recording, additional alerts, cancellation emails, and easier setup, and feedback like this is valuable for helping our team continue improving the platform. If you would like help configuring reminders or simplifying your workflow, our Carepatron customer team would be glad to assist anytime.

JandG S.
JS
JandG S.
IT Director
Small-Business (50 or fewer emp.)
"User-Friendly with Integration Challenges"
4/5
What do you like best about Carepatron?

I find Carepatron quite user-friendly and intuitive, especially for North American users. The menus, location of features, and language used across the platform have a quickly discernible meaning for most English-speaking people. I also appreciate that it offers an affordable way to facilitate counselor/client scheduling, appointments, and documentation. Review collected by and hosted on G2.com.

What do you dislike about Carepatron?

Right now, it feels difficult to connect Carepatron to other tools we use or automate workflows outside the platform. Ideally, Carepatron would provide stronger support for integrations through a well-documented public API so external systems can securely read and write data, and webhooks for key events so automations can run in real time. Easier connections with automation platforms like Zapier or Make. We also have some unreliable behaviors in the telehealth tool- if someone joins a meeting before the start time, they end up in a different virtual space than a person who joins (using the same link) after the start time of the meeting. Review collected by and hosted on G2.com.

Response from Carepatron Team of Carepatron

Hi JandG, thanks for sharing your thoughtful feedback.

We appreciate your thoughts around integrations and automation and we're already looking at ways on how we can improve these as part of a better user experience in the near future.

We also understand your concerns about the telehealth. If you’re open to it, the Carepatron customer team would be happy to help review your setup, discuss integration options, or troubleshoot the telehealth behavior you mentioned. Thanks again for the detailed feedback, and please feel free to reach out anytime if we can assist further.