I appreciate how Carepatron makes managing client records easy to review and access. The process of client onboarding is straightforward, which I like. The integrated AI is a nice component; it simplifies searching for help and summarizing client content. Plus, the overall user interface feels comfortable and pleasant to use. Review collected by and hosted on G2.com.

I find the overall format of the clinical note is not easy to read or friendly for implementation. I feel the process of generating review notes and summaries for reports could be improved. I also think some of the billing aspects are a little outdated or not yet implemented, such as automated billing. Review collected by and hosted on G2.com.

carepatron helps me stay organized by keeping client information, documentation and tasks in place. Review collected by and hosted on G2.com.

the platform could be more intuitive in some areas, specifically when searching for information or navigating between different sections. Review collected by and hosted on G2.com.

CarePatron has been a game-changer for my practice from day one. As a small but growing business, I needed something that was powerful, simple, and affordable, and CarePatron has exceeded my expectations in every category. They make it easy to run a professional practice without feeling buried in technology or paperwork.

The video appointment feature is incredibly smooth. My clients receive clear links, sessions connect without headaches, and the layout is intuitive for both the provider and the client. I can move from my schedule to a video session in just a few clicks, and everything feels organized and steady. For clients who may not be tech savvy, this matters a lot, and CarePatron has made that part almost effortless.

Billing and invoicing are just as straightforward. Sending invoices takes only moments, and everything is clean, clear, and easy to track. The email system is simple to use and very professional, so clients receive what they need without confusion. Instant messaging inside the platform is another major win. I can quickly and securely touch base with clients, clarify details, or share updates, all in one place, without juggling a bunch of different apps.

One of the things I appreciate most is that CarePatron keeps improving the platform without punishing loyal customers. They continue to add features, refine the experience, and expand what the system can do, yet they honor the rate you start with. That level of integrity and respect is rare. It shows they are in this for long term relationships, not quick hits.

Their support team is outstanding. Any time I have a question, they are truly Johnny on the spot. Responses are fast, friendly, and actually helpful. You can tell they understand what it is like to run a real practice with real people, real schedules, and real pressure. They listen, they respond, and they fix things. That alone sets them apart.

For a smaller business that is growing in phases and being careful with every dollar, CarePatron is an ideal starting point and a very strong long-term partner. The platform is budget-friendly, thoughtfully designed, and built to grow with you. They support insurance workflows, make documentation easier, and keep everything in one place so you can focus on serving your clients instead of wrestling with systems.

In short, CarePatron is truly awesome. They make it easier to practice with excellence, to scale at a realistic pace, and to take good care of the people you serve. I recommend them wholeheartedly to any clinician or coach who wants a dependable, friendly, and capable practice management solution. Review collected by and hosted on G2.com.

The only thing I dislike is a recent change in the calendar workflow. I used to be able to click directly on the client’s name in the calendar and go straight into the video appointment. About four weeks ago that changed, and now I have to click on the appointment, hit edit, then send, and only then can I get into the video session. It is not a deal breaker at all, but it does add extra steps to something that used to be very simple. If they bring back the ability to join the video call just by clicking the client’s name in the calendar, the experience would be absolutely perfect for me, because I truly love the rest of the program and how easy everything else is to use. Review collected by and hosted on G2.com.

I like using Carepatron because it allows me to document patients' clinical care and results, and offers a space for patients to communicate. The information security is commendable, and I appreciate the encrypted email and inbox features because they enable secure communication with patients and ensure HIPAA information stays secure. The setup was fairly easy, and having access to the same features and smart phrases allows my team to collaborate effectively. Review collected by and hosted on G2.com.

The ability to add availability as a one-time event in the calendar could be improved to be just a drag through the calendar. And I wish there were better smart chips. Review collected by and hosted on G2.com.

I like the way Carepatron handles the entire process from the beginning. Though I haven't completed it all, I find the onboarding and teaching convenient for my schedule. It's great that they help me understand the product without having to figure it out on my own. The product solves everything from EHR to billing, and I'm really looking forward to a one-stop-shop experience where everything is handled. Their hours of availability for questions or concerns fit my schedule well. Even though I'm not very tech-savvy, they are walking me through the setup, making it seem like a smooth transition. Review collected by and hosted on G2.com.

I don’t know as I am just starting out with Carepatron Review collected by and hosted on G2.com.

I like Carepatron's AI feature that automatically summarizes notes during sessions. It means I don't have to type as much and can focus more on what the client's saying. Review collected by and hosted on G2.com.

There's definitely a few glitches and bugs that can be ironed out with it. The AI has messed up sometimes where it won't finish a sentence in the note or it'll just take a really long time to finish analyzing. There's also been multiple issues with the mic suppression feature and where clients don't see me, my video, sometimes in the call. And, just the whole user format for the practitioner viewpoint sometimes feels too big and bulky. It's not always easy to streamline through client's documentation to get to a certain thing. But it's not very easy to get hold of their IT especially on the phone. So when you have specific questions or walk throughs, it can take a while to get an answer. Which is a drawback. Review collected by and hosted on G2.com.

It has lots of features, and the free basic membership is a nice option. Navigation is also pretty simple and easy to use. Review collected by and hosted on G2.com.

It takes some getting used to, but I haven’t chosen to watch any training videos or join any virtual calls yet. Review collected by and hosted on G2.com.

I love how easy it is to navigate, and I really appreciate the scribe feature. I also like that my calendar automatically links any events on it. Review collected by and hosted on G2.com.

It can be a little overwhelming to learn the features. Review collected by and hosted on G2.com.

The platform works well, and it was easy to learn how to use. Our Platform representative Ammaarah was amazing she amwsered all of my questions, and then showed tricks that we did not think about !!!! Review collected by and hosted on G2.com.

There seems to be a lack of communication between people within the company, as I’ve been asked for the same documents repeatedly even after I had already submitted them. The follow-up so far, up to the point of dealing with Anne, has been poor. Review collected by and hosted on G2.com.

I love that Carepatron is extremely user-friendly and very simple, which makes my job easier. The setup was super quick and easy, and it helps everything go smoother and faster. It simplifies my billing submissions and allows clients to handle their scheduling, which is a huge help. Review collected by and hosted on G2.com.

I wish it was cheaper. I thought it was free. Review collected by and hosted on G2.com.