Carepatron

4.5 (474)
Write a Review!
The healthcare workspace for small teams and their clients.

Overall rating

4.5 /5
(474)
Value for Money
4.5/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support
4.6/5

92%
recommended this app
Sort by

474 Reviews

Mignon
Mignon
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Try before you buy is a plus

Reviewed on 08/01/2025

I have used for about 6 month and please. I understand some features are beta and see then...

I have used for about 6 month and please. I understand some features are beta and see then progressing at a good rate. I just upgraded my plan and hoping to see growth with more automated features.

Pros

Ability to try for free and easy to sign up.

Cons

Clients having trouble utilizing the online portal and syncing the clients vs patient part.

Glenn
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Thank you Carepatron

Reviewed on 29/01/2025

I was impressed with what they were offering at no cost!

I was impressed with what they were offering at no cost!

Pros

It provides the ability to securely send documents to my patients for electronic signatures for free. I do not know of other free options like this.

Cons

I did not realize that when I was sending documents to my patients for signatures they were seeing my personal email address to reply to, since that is what I signed up with. Fortunately, support was quickly able to help me change what address was shown.

Verified Reviewer
Overall rating
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

User-Friendly but Overpriced for Small Businesses

Reviewed on 22/01/2025

Pros

user friendly - it is easy for practitioners to manage client records, appointments, and billing without extensive training.

Cons

overly priced- its pricing may be a concern for some users, particularly small businesses or solo practitioners.

Sergio
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Simply Amazing

Reviewed on 12/12/2024

I honestly am loving this. I have used it for two months and I still feel this is too good to be...

I honestly am loving this. I have used it for two months and I still feel this is too good to be true. I feel like I have discovered an amazing secret when I compare it to all the competition. Would (and have already) recommend it in a heart beat.

Pros

Incredibly intuitive and easy to use.
Lovely design.
Does everything I need (I am a therapist) + more (the templates were unexpected; and also multiple calendars I can use for online/in person time slots)

Cons

None at all. I have tried to find something but haven't been able to. I would say that the video feature doesn't have a record session function - but they said that this feature will come in the near future.

Alternatives Considered

Zanda (formerly Power Diary)

Reasons for Choosing Carepatron

Interface on that was difficult to get around and also seemed very clunky.

Switched From

WriteUpp

Reasons for Switching to Carepatron

Interface on CP was better and also you get more features.
Natascha
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Very much liked the product but not customized enough for an LMFT

Reviewed on 21/01/2025

I wish support had responded and the product was more customized to therapists and how they have to...

I wish support had responded and the product was more customized to therapists and how they have to manage notes, treatment plans etc. The system is too complicated to make that process doable.

Pros

I very much liked the ease of use. The UI is intuitive, appealing and the performance appears to be very good. I immediately felt I knew how to use the product.

Cons

As an LMFT, there are no pre-set progress note templates. Even though once can create those, the elements available did not meet my needs and were complicated. I reached out to support and never got a response.

Alternatives Considered

SimplePractice

Reasons for Choosing Carepatron

I was planning to switch due to lack of features I needed.

Switched From

TheraNest

Reasons for Switching to Carepatron

I did not choose it. I did the trial and did not meet my needs.
Jenn
Overall rating
  • Industry: Alternative Medicine
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use

Reviewed on 18/12/2024

Over all a great product. So easy to send patients forms and love that they can book and pay online.

Over all a great product. So easy to send patients forms and love that they can book and pay online.

Pros

The ease of use, so easy to set up, create forms and add clients.

Cons

Sometimes it has trouble linking to zoom.

Alternatives Considered

Jane

Reasons for Choosing Carepatron

Juvonno is buggy, and much harder to use

Switched From

Juvonno

Reasons for Switching to Carepatron

Cost. As a single practitioner it didn't make sense to pay the extra.
Coty
Overall rating
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best EHR I’ve used

Reviewed on 08/01/2025

I recommend this platform to everyone and have gotten a few other people to make the switch.

I recommend this platform to everyone and have gotten a few other people to make the switch.

Pros

I love CarePatron and the customization features. I also love the Template format, how you can set up the services and how the services are color coded.

Cons

Sometimes it can be glitchy, but it’s been very rare this happens nowadays.

Tiffany
Overall rating
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great, Affordable, Reliable

Reviewed on 17/12/2024

I am fully transitioning all 115 clients over by January 1st.

I am fully transitioning all 115 clients over by January 1st.

Pros

The feautures, the price, the ease of use, being able to sync calendars, zoom integration.

Cons

Nothing needs to change at the present moment. Maybe Ai or Autonotes AI integration.

Alternatives Considered

TherapyNotes, LLC and TheraNest

Reasons for Choosing Carepatron

Unreliable connections, limited customer service support, expensive without quality improvement

Switched From

SimplePractice

Reasons for Switching to Carepatron

It was a headache to set up. It took me a while to figure out the system and i just gave up.
Donna
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

New to EHR, and this was easy to understand and follow.

Reviewed on 16/01/2025

Simple to understand and set up. Convenient for me with never having used EHR before.

Simple to understand and set up. Convenient for me with never having used EHR before.

Pros

It’s simple and has things to make easing into EHR usage comfortable.

Cons

Struggled getting clients to sign in and connect with me.

Akshita
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Amazing EHR and super affordable and accessible to people outside of the US!

Reviewed on 15/01/2025

Overall - it's awesome. Very easy to use, I feel safe with the security and it works well for me...

Overall - it's awesome. Very easy to use, I feel safe with the security and it works well for me and my clients.

Pros

Nice UI design. Easy to navigate, templates included. Is available for folks outside of the US and is built to be set up for people globally and not just in the US.

Cons

Difficulty integrating google meet with the calendar invites. I don't like how clunky the client record looks, I wish that that there was a timeline on the left or right side which includes all the notes and forms rather than them being all grouped together.

Alternatives Considered

Zanda (formerly Power Diary)

Reasons for Switching to Carepatron

Prettier, more features, cheaper. overall better
Paul
Overall rating
  • Industry: Alternative Medicine
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Top notch. Simple. Great functionality.

Reviewed on 10/09/2024

Nearly seamless from the outset. Also, customer service is spot-on - [sensitive content hidden]...

Nearly seamless from the outset. Also, customer service is spot-on - [sensitive content hidden] immediately responds to emails regarding questions and/or suggestions.

Pros

1) Simple interface and logical functionality - all of it quite intuitive.
2) Template library with ability to create one's own forms
3) Different viewing options - Day, Week

Cons

Not so much 'like least' but more personal preferences for certain functions:
1) Inability to opt-out of 'pop-up' appt reminders
2) Would like to be able to customize schedule (Calendar) time slots to better the display of appointments.
3) Some of the screen 'real estate' could be condensed for better visualization

Sam
Sam
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great service for telehealth or patient CRM HIPPA compliant health care providers

Reviewed on 05/04/2024

Fantastic. Super easy to use on desktop or mobile for both the host and the client. Highly...

Fantastic. Super easy to use on desktop or mobile for both the host and the client. Highly recommended. Stripe integration is huge.

Pros

Everything. Fully HIPPA compliant video and client record CRM FOR FREE!!! If you need to upgrade it’s very cheap. Support is fantastic; always pushing out new features, listening to customers feedback. Video is stable. Scheduling is easy for the host or the clients. Easy to integrate zoom, google, and Microsoft. Has templates to use for many uses. Easy to use Stripe for billing

Cons

Nothing it’s all been a dream. Constant updates fix any bugs that pop up quickly

Alternatives Considered

Healthie and Doxy.me

Reasons for Switching to Carepatron

HIPPA compliance. Cost. Features. Ease of operation.
Stephen
Stephen
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

MY UNBIASED REVIEW OF CAREPATRON

Reviewed on 07/04/2024

Completely Satisfactory and i would sign up again

Completely Satisfactory and i would sign up again

Pros

Everything about it is to love they dont make a lot of mistakes to make u not like it

Cons

That sometimes u cant reach a live prso. When u call

Alternatives Considered

Adobe Acrobat Reader

Reasons for Choosing Carepatron

Seemed like the better choice and i. Glad to say i did

Reasons for Switching to Carepatron

It was the better overall product so it made it eSy to choose
Eileen
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Carepatron is great

Reviewed on 02/04/2024

My overall experience is positive. The customer service is responsive and the product continually...

My overall experience is positive. The customer service is responsive and the product continually evolves based on customer input. Thanks.

Pros

The customer service is great, the product is great. In particular, if I have a special need the product is updated to reflect that need in a timely manner. I like access to the templates so I can customize these for my specific needs.

Cons

I want the product to offer resources to be CRM system in addition to EHR system. An integrated approach would be awesome. To have a BAA covered marketing and communication system integrated with EHR is something missing in the market.

Virginia
Overall rating
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Option!

Reviewed on 09/04/2024

We have sought customer service for various questions over the year and their response and time is...

We have sought customer service for various questions over the year and their response and time is superb. You always feel like you are being taken care of.

Pros

I love the unfussy appearance and ease of use. Everything is there, but uncluttered. It has the feel of minimalism but with capabilities good for any individual or group practice.

Cons

Lack of connection to Insurance clearinghouse... we need that for at least some of our team members.

Christi
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Simple, intuitive and cost effective EMR

Reviewed on 12/09/2024

It is easy to use and cost effective. They have features that make charting faster. I haven't...

It is easy to use and cost effective. They have features that make charting faster. I haven't been using it very long, but it has been serving it's purpose for me very well and I plan to continue using it.

Pros

I find it intuitive and easy to use. It is cost effective. I love that you can make templates, saves me a lot of time.

Cons

I wish the word formatting was a little better. I am a nutritionist and do a lot of care planning and I am looking for something that has formatting capabilities more similar to GoogleDocs. But, the security of CarePatron is worth this feature not being super advanced.

Alternatives Considered

NutriAdmin and SimplePractice

Reasons for Choosing Carepatron

The company I am contracted with stopped using Healthie

Switched From

Healthie

Reasons for Switching to Carepatron

The only reason I chose care patron over the others was cost.
Tyrone
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Seamless Experience

Reviewed on 05/04/2024

My experience with Carepatron has been nothing short of amazing. I had been searching for an EHR...

My experience with Carepatron has been nothing short of amazing. I had been searching for an EHR platform that included many of the components needed to run a successful business at a reasonable price point. Well, I found it! Carepatron is simple to use, has an assortment of tools, and is reasonably priced for all professionals. It’s not a platform that attempts to up charge the professional at every opportunity, but identify ways that it can unequivocally meet the needs of its customers.

Pros

What I like most about about Carepatron is that it’s basically an all-in-one platform. In other words, you don’t have to integrate or identify other platforms to be used alongside. From billing, calendars, communication to telehealth, professionals have the ability to operate a business all in one place.

Cons

In my opinion, Carepatron would benefit from an internal email system within its platform. While the note feature can be utilized for communication, having an internal messaging system will allow for more organized and seamless communication that is separate from other files.

Alternatives Considered

TherapyNotes, LLC, SimplePractice and TheraNest

Reasons for Choosing Carepatron

I was looking for an EHR that was all-inclusive.

Switched From

TherapyAppointment

Reasons for Switching to Carepatron

I really believe that Carepatron included similar offerings as its top competitors, only at a better price point. All businesses owners are looking for EHR at a reasonable price point that doesn’t jeopardize quality. And Carepatron offers just that.
John
Overall rating
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Carepatron - Good value with ongoing progressive improvements

Reviewed on 22/01/2025

Generally good experience. Happy that it’s being continuously improved, with the improvement being...

Generally good experience. Happy that it’s being continuously improved, with the improvement being nicely brought to the notice of users. Definitely there are areas for improvements, but very positive that most will be addressed based on the apparent drive to improve the system.

Pros

Good and simple to use system. Fulfills my needs now as a new counseling practice. The help & tutorial features are fantastic - short & very much straight to the point!
Happy to hear about the new AI feature on the video app. Yet to try it though.

Cons

The video was problematic for quite a while (using Apple appliances), until I recently discovered that it works primarily using google Chrome.
Sometimes editing and using templates can be a bit problematic. Unable to tie my icloud calendar to the system (all my appliances are Apple products). Unable to create email folders within Carepatron.

Nicole
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software

Reviewed on 08/01/2025

It was super fast and easy. Pretty easy to navigate.

It was super fast and easy. Pretty easy to navigate.

Pros

Super helpful, Patient portal: Allows patients to schedule appointments and access their healthcare records. Data security: Uses bank-level encryption to protect data. Billing and coding: Includes integrated tools for billing and coding. HIPAA compliance: Ensures compliance with healthcare regulations
AI automation: Automates tasks with AI to simplify workflows.

Cons

I honestly have no cons regarding Carepatron. The software is great.

David
Overall rating
  • Industry: Medical Devices
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

I love how easy it is to work with Carepatron

Reviewed on 24/09/2024

its ease of use makes any new user quickly learn its functionality and allows for organization as a...

its ease of use makes any new user quickly learn its functionality and allows for organization as a team, improving communication among everyone

Pros

Carepatron has many resources that make work much easier to carry out processes, it adapts to the specific needs required to speed up the workflow and allow for more effective and productive performance among the entire work team.

Cons

everything is simple and well done, there is nothing I have to regret about using this platform

Verified Reviewer
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Good for Current Pricing - Room for Improvements

Reviewed on 27/01/2025

Pros

The pricing makes this platform affordable for small/new practice owners. Help team is responsive.

Cons

There are fewer options for customizing appointment reminders. My clients reported it wasn't user-friendly on their side.

Omonoh
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing service!

Reviewed on 13/12/2024

Overall care patron has been a wonderful health record and scheduler and biller and everything is...

Overall care patron has been a wonderful health record and scheduler and biller and everything is just so easy and seamless to use there that I don’t see myself using anything else! It’s been very effective and I love the customer service for whenever I have a problem they are right there to help you.

Pros

I really like health care. Patient gives you the option to literally specify and schedule everything that you need including groups or individual sessions or even the type of video conferencing or over the phone call in the calendar and it makes everything just very easy to use.

Cons

Sometimes the video conferencing is a little bit glitchy for me, and I’ve not been able to figure out why that is.

Shweta
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Efficient and User-Friendly Platform for Managing Clients

Reviewed on 17/01/2025

My overall experience with Carepatron has been very positive, as it’s made managing clients and...

My overall experience with Carepatron has been very positive, as it’s made managing clients and daily tasks much more efficient. The platform is easy to use, customizable, and supported by a responsive customer service team that ensures everything runs smoothly.

Pros

Carepatron is easy to use and makes managing client information simple.

I like how I can quickly schedule appointments, keep track of progress, and manage documents all in one place. The reminders and client management tools help me stay organized and on top of my work.

What I like most is that it can be customized to fit different needs, whether you're working alone or in a team. The customer support is also great—they are fast and very helpful when I have questions.

Carepatron has made my work much easier, and I recommend it to anyone in healthcare or wellness looking for an all-in-one too

Cons

The one thing I liked least about Carepatron is that some features take time to fully learn and use effectively.

Kelly
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

5* software

Reviewed on 01/04/2024

Smooth to set up and easy to maintain my client list, notes and invoicing.

Smooth to set up and easy to maintain my client list, notes and invoicing.

Pros

I really find carepatron easy to set up, easy to customize to my needs and the help team are extremely helpful and accommodating. Any suggestions to improve things have been taken seriously and I really feel valued as a customer.

Cons

I do not have any real dislikes about Carepatron at this time.

Tiffany
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Carepatron for Private Practice

Reviewed on 02/04/2024

Pros

As a sole practitioner in a counseling private practice, Carepatron has been an excellent choice for managing client scheduling and billing. It is extremely cost effective, which has been important in managing my budgeting.

Cons

I am excited to see how Carepatron will continue to expand their forms applications so that I can customize and digitize more of my client forms.