Carepatron Reviews

4.5
Overall rating
Reviews

4.5
Overall rating
Reviews
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User Reviews Overview

About Carepatron

The healthcare workspace for teams and their clients. Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more held in one place.

Learn more

Feature ratings

Value for Money
4.5
Functionality
4.4
Ease of Use
4.6
Customer Support
4.6

Browse Carepatron Reviews

465 of 465 reviews
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michelle
michelle
  • Industry: Individual & Family Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
4

5
Reviewed on 14/12/2024

Executive assistant at a touch of a button

Overall I have had a wonderful experience it has helped me keep track of the most important aspect of my business and that's administration and finance and has saved me alot of time and money as Carepatron offers 1 program that has several functions

Pros

I have been using Carepatron for almost two years now and I love that it works as my own personal accountant by providing the invoice platform and allow us to keep track of money owing and paid invoices. I've loved that it also works as my personal assistant by having your client contact information saved, track client appointments and services rendered. I've loved that all correspondence can be sent directly from Carepatron and it is very easy to use, and is brilliant for day to day use.

Cons

The only thing that I don't like about Carepatron is the templates some of the templates do not always download and that it has to be emailed before it can be used

Brandon
  • Industry: Individual & Family Services
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/01/2025

An ever evolving product.

Its been a chance to grow my business along with the capabilities of my EMR.

Pros

The creators at CarePatron genuinely value feedback.

Cons

It is not yet friendly enough to integrate with my other billing partners.

Alternatives Considered

TherapyNotes, LLC, SimplePractice and Sigmund Software

Reasons for Switching to Carepatron

The price was the main feature that caught my attention - and the - but its customizability was of paramount importance to me.
Trina
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
3
Ease of Use
4
Customer Support
5

3
Reviewed on 13/12/2024

Totally worth the time to try it out!

Very good! The team is extremely responsive & seem to take problems seriously.

Pros

It feels really customizable, and it's so much less expensive than other options that any quirks are really easy to deal with.

Cons

It feels like a new product in the way that there are little glitches that happen pretty frequently. The video platform works really well, unless it just doesn't work at all, which happens once every week or two. And I'll often write up my notes & there are words missing all over the place that are beyond what would be normal typos. It would also be really helpful to have reports. But overall these issues feel manageable. I also think it's problematic that if you move to a different platform, you have to move all of the notes manually. To me it feels bordering on unethical, but I'm hoping they'll fix that issue.

Alternatives Considered

SimplePractice and TheraNest

Reasons for Choosing Carepatron

It was getting so expensive to stay w/ Simple Practice because everything I needed ended up being an added feature I needed to pay for.

Switched From

SimplePractice

Reasons for Switching to Carepatron

Carepatron is much much less expensive, and when there's an option that's so much more affordable w/ almost the same features, it's hard to justify paying more.

Top Carepatron Alternatives

Zanda (formerly Power Diary)

Leigh
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 19/01/2025

Love it but sadly doesn't integrate with Medicare

4 stars. I really need Medicare, so as much as I love using Carepatron, I am likely to move over to another platform this year so I can integrate with medicare / Xero to keep my accountant happy.

Pros

I love using it, it is easy to use, aesthetically pleasing, can navigate across the system easily. Always doing updates and improving the system. Respond quickly to requests and difficulties. The billing system is brilliant except I don't use it due to no integration with Medicare. Excellent templates and form builders

Cons

No integration with Medicare. A big let down as 90% of my clients submit Medicare claims :(.
It was slow for clients to fill in their intake forms, the software would pause or glitch halfway through and they would loose their form or get frustrated and not submit, so had to do in session time, and also waste time in session checking if they had read and signed essential documents consent signatures etc.. because they forgot they had not completed the forms because of the software glitch. I lost a couple of clients from this as they got so frustrated with the process. Considering they were coming for depression, anxiety and anger issues, this extra negative experience first up, put them off seeing me :(
I nearly closed my account and was going to go to another software due to this, however I think they ironed out the problem now as no client has complained about this lately.
When I go to rebook, it will allow booking on a time slot that is already taken, so I have to waste time shifting back and forth making sure that I haven't double booked.
setting up the referral letters has been tricky and I still can't get it to work properly.

Anthony
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 24/01/2025

Amazing platform and team!

Overall, I have loved the service especially with it being free, it offers multiple functions and the team are amazing to work with. I would love to have this be my only platform for documentation if I could!

Pros

I love the free option for this the most.

Feature wise, I most appreciate the templating options for documentation.

Service wise, I most appreciate the team and their responsiveness as well as, openness to feedback!

Cons

The UI feels visually unappealing as well as, leaves something to be desired in the ways to access notes feels difficult.

Reasons for Switching to Carepatron

Affordability allowing me to test the software, customization options, responsiveness to questions about the product and HIPAA compliance.
Luis
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Functionality
2
Ease of Use
3
Customer Support
1

1
Reviewed on 23/01/2025

Lack of transparency and lots of bugs

It sucks. The tool has a good proposal, but it's very buggy and the support is very slow to resolve the issues raised. The tool does not accept foreign credit cards and they ask you to go talk to Stripe. I have an issue with my email that persists for over two months, and now that they changed their subscription model without notice, they offered me a free upgrade for one year so when renewal comes, I'll be forced to downgrade to one of their new plans, which are far more expensive than the one I currently have. They are not transparent and, so far, I'll stop recommending them to my colleagues.

Pros

It's an ok tool: It contemplates a secure meeting room, scheduling page per employee, etc.

Cons

The lack of transparency: the free version grants you 1 GB of space, but that gets filled within 3 or 4 months of usage with 4 or 5 months. There's nowhere for you to check where that space is used. That will be consumed even if you don't attach any files to the patients' records. I went to an unlimited plan, but now they changed their subscription model and apparently my plan is no longer unlimited, so once I achieve 5 GB of data (according to them), I'll need to look for another partner. Besides, Carepatron doesn't offer integration with CalDAV calendars or the creation of new meetings. Every patient will always see the same link, risking patients entering into other people's sessions.

Alternatives Considered

Google Workspace, Microsoft 365 and Doxy.me

Reasons for Switching to Carepatron

Carepatron seemed to be an ok solution. I was aware of the features, but these recent changes were awful.
Dawn
Dawn
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
3

4
Reviewed on 24/01/2025

Great functionality for Occupational Therapists

Very good piece of software. As an OT, Carepatron has nearly everything that I need from a CRM.

Pros

The functionality is great. The ability to add and remove staff and allocate cases to individual members of the team. To be able to add mileage and travel time in units.

Cons

Sometimes communication is slow when you want to speak to a human.
Sometimes if I am billing a council, i want the invoice reminders to go to them, but they go to the primary email address instead. I cant change the primary email address, which is the clients because I want the intake forms and appointment reminders to go to the client, just not the invoice.

Dr. Hannah
Dr. Hannah
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/01/2025

Impressed at capacity and cost-effectiveness

Very happy with training, accessiblity, and usability!!

Pros

This is one of the most cost-effective databases for healthcare providers with great telehealth and calendar intregrations! We can customize most forms and the ai scribe is amazing!

Cons

I still find it a little challenging to build my own forms and would love to be able to upload word documents to convert to forms. Would love to have an insurance billing capacity integrated too

Verified Reviewer
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/01/2025

I care about Carepatron

I love it, It does exactly what I need for it to do.

Pros

Affordability and the product gives me what I need for my practice.

Cons

Nothing stands out, it works perfectly for me at this time.

Verified Reviewer
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 08/01/2025

Meets my needs as a small private practice

Carepatron meets my needs for a small counseling private practice that does not bill insurance

Pros

It is free and offers flexibility with notes

Cons

The templates offered are not comprehensive and seem buggy. Also, Carepatron generated automatic notifications to my client even when I attempted to suppress them.

Alternatives Considered

Welligent, Part of the ContinuumCloud

Reasons for Switching to Carepatron

It offers a free option that other software does not
Naveed
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
4

5
Reviewed on 16/09/2024

If you don't want to pay thousands of dollars for an app, Carepatron is the best available and...

Overall, it's hard to find anything to complain about. It is very user friendly, has features that we need, has features that we currently don't need (but may find a use for in the future), and it's free-plan is ample for a small team like us. I haven't yet pitched the transition to our team yet, as I want to make it as seamless as possible (in customizing the templates for intake forms, branding, client information and fields required), but I can't wait to be done with Office 365, having so many windows open (between Word, Excel, OneDrive, and Outlook). Carepatron is a breath of relief, and will help us focus on helping our clients by saving us so much time in communications, workflow, and ensuring information is consistent and available amongst our team and our clients.

Pros

It is one central place to have all of our client information, updates, call notes, documents received from physicians, and payment tracking. It also integrates with Outlook Calendar, which is phenomenal to get a quick view of when we have time to book clients in.

Cons

As it is fresh in my mind, the one-way sync with Outlook Calendar is my least favourite thing about Carepatron. 2-Way updating/syncing would be ideal. I also have to mention that this question is essentially asking me to find something to complain about within Carepatron. The fact that I'm kind-of complaining about a negligible feature like 2 way calendar sync, should be a positive about how great Carepatron is.

Alternatives Considered

Therabyte

Reasons for Choosing Carepatron

It is extremely annoying to be stuck in an environment like Office 365. Especially when most of the useful integrations are an additional cost on top of the yearly subscription. Only 1 out of the 4 core staff at our clinic has a Windows PC, and Microsoft's Office for Mac lacks certain features because it's for Mac.

Switched From

Microsoft 365

Reasons for Switching to Carepatron

Therabyte has many features which might be very suitable for other practices, but for our situation, we could not find the value it would bring to the table for the cost they were asking for.
Eric
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 18/06/2024

Excellent EMR at an amazingly low cost

I recently started using the Carepatron electronic medical record (EMR) system. I have only been using it for a few weeks, but it has been a very welcome addition to my practice, and though far less sophisticated than my current EMR, I prefer Carepatron for many reasons. I believe it will significantly improve my practice's efficiency and patient satisfaction. Here's why I love it:

Simplicity and Intuitive Design
The first thing that impressed me about this EMR system is its simplicity. The user interface is incredibly intuitive, making it easy to navigate through patient records, appointment schedules, and billing information. For instance, setting up a new patient profile or updating existing records can be done in just a few clicks, saving valuable time during busy clinic hours.

Professional Patient Portal
The patient portal is a standout feature. It looks very professional and offers a pretty seamless experience for patients. They can access their medical records and communicate with our office fairly easily. It has timely SMS and email reminders.

Online Payment Offerings
The online payment option is great, and I think will streamline our billing process. There is no current insurance billing ability, but my practice does not accept insurance. Patients can make payments directly through the portal, which is excellent. My current EMR has the same functionality, but it is so complex to use that it is almost problematic. The simplicity and ease of performing the same task with Carepatron is wonderful. Apparently, an insurance billing functionality is being developed.

Bidirectional Google Calendar
Interface Perhaps my favorite feature, and one of my greatest requirements, is the bidirectional interface with Google Calendar. This integration allows me to sync my appointments seamlessly, ensuring that my multiple schedules in Google Calendar are always up to date. For example, if I add an appointment in the EMR, it automatically reflects in my Google Calendar, and vice versa. This has drastically reduced scheduling errors and eased my constant schedule anxiety.

Technical Support
Technical support been absolutely amazing. Their online documentation (written and video) has been extremely helpful, while still being very simple. Correspondence with the technical support team has also been a great experience.

Areas for Improvement
While this EMR system is so very impressive for the extremely low cost, there are a couple of areas where it could be even better. Firstly, a more robust AI integration would be beneficial. While it is amazing that it even includes a clinical AI integration, the current functionality is unfortunately very primitive and frankly, not that useful. I use a standalone AI Scribe that I must copy content from and paste into Carepatron notes. Secondly, the ability to e-prescribe medications directly from the EMR would be a hugely valuable addition, making the prescription process faster and more efficient. Currently, I need to use a standalone e-prescribe software to perform this task. The included templates are user generated and are quite limited. While I appreciate the ability to make my own templates, it would be a great addition to have a more sophisticated functionality in terms of creating those templates, with the ability to have easier navigation and easier data entry during patient visits to create more complex patient records/notes. And while it is not a problem for me, I suspect some healthcare providers would want some integration with laboratory, radiology, or other testing reporting, which I believe it does not have.

Conclusion
Overall, this EMR system has been a breath of fresh air for my practice. Its simplicity (for both me and my staff), professional patient portal, convenient online payment options, excellent integration with Google Calendar, very significant affordability, and great technical support should make it an outstanding choice for many healthcare providers. Despite the minor drawbacks, I highly recommend this EMR system for its exceptional functionality and ease of use. And you can start using it for FREE. It doesn't get much better than that!

Pros

Please see the entire review that I wrote regarding my overall experience.

Cons

Please see the entire review that I wrote regarding my overall experience.

Shermelia
Shermelia
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
0

5
Reviewed on 08/05/2024

Sturdy App

It gets the job done by having the basics you need to run a successful practice.

Pros

I like that it has all of the requirements I need.

Cons

It’s in the building stages so it doesn’t have everything in the forms like a treatment planner.

Sam
Sam
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/04/2024

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

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.
Rachael
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/04/2024

Amazing platform that is easy to use, has advanced customization features, and is affordable!

I am very happy with my overall experience with Carepatron and especially the customer support I received when needing to troubleshoot a couple of minor issues with charting/notes not saving. The team was very quick to respond and remedy these issues, and no issues have ever come up since. This is a platform I will continue using as it is an affordable option with advanced features.

Pros

As a new practitioner starting an online practice, most EMRs cost quite a lot, which is not feasible for new practices just starting out. Carepatron is an alternative that removes this barrier while allowing for customization and ease of use. New features are continuously being added to allow for a more seamless experience for both myself as a practitioner/user and clients.

Cons

Nothing yet! When I first started using Carepatron, it was newer and more limited in features having some limitations to other options like Jane. However, since then, many advanced features have been built into Carepatron and utilization of these features is seamless. Now any feature I need is available when I need.

Virginia
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 09/04/2024

Great Option!

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.

Maggi
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 02/04/2024

Wouldn’t be without it

It’s worth every penny and I have no intentions of switching.

Pros

Carepatron is so user-friendly. It has everything you will need in respect of practice management. The customer service is top class! I have been recommending it to all my fellow therapists who equally love it. Clients have found it easy to access shared files. It really is the best, most versatile platform on the market that doesn’t cost the earth. Great for solo practitioners. Highly recommended.

Cons

On the rare occasion, it has been sticky loading templates on a mobile device.

Alternatives Considered

Zanda (formerly Power Diary) and BackPac

Reasons for Switching to Carepatron

Cost effectiveness and versatility. Ease of use and helpful training videos.
Laine
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
5
Customer Support
0

5
Reviewed on 16/07/2024

Carepatron recommended

So far, so good! It has all my needs met with the monthly fees so I do not need to purchase additional features to operate keeping my costs low.

Pros

It has the features I want for starting my small business. I needed scheduling, appointment reminders, HIPAA compliance, record system, insurance compliance, flexibility with intake and note system, along with medical billing and telehealth capabilities at a reasonable cost.

Cons

I am newly using the system after having experience with another ehr system and having to get used to it.

Joanna
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
3
Customer Support
4

4
Reviewed on 27/01/2025

Carepatron Review

I believe that this app has been very useful for healthcare professionals, the best feature so far has been the introduction of AI that helps with note taking.
Once there are new options for note taking or the ability to record calls that may not be through video, it would also be helpful.

Pros

The constant updates with new features that help to make the site more user friendly and help professionals.

Cons

There are often some glitches with the network and because it's a newer application, there are some steps for new clients to take.
When it comes to creating invoices, there are limited options to edit it or create your own customized version.

Jennifer
Jennifer
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 27/01/2025

Carepatron is an excellent option!

Overall, I am pleased with Carepatron. While it is not perfect, there are consistent updates which have improved the platform and I am happy with my choice after reviewing options.

Pros

The pros for me were the affordable price and the amount of storage. As a new provider I like the availability to start using all the features of Carepatron in addition to the documentation section.

Cons

The cons about Carepatron are that it can be difficult to upload existing templates to the system. I would also like to be able to group the clients into different folders if possible in the future.

Danielle
Danielle
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
5
Customer Support
4

5
Reviewed on 08/01/2025

Good product

Pros

Easy to use platform, notes, sessions, and scheduling all in one place

Cons

A lot of technical difficulties, updates without warning

Verified Reviewer
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
5

4
Reviewed on 27/01/2025

Good for Current Pricing - Room for Improvements

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.

Montaser
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/12/2024

Satisfied with it

Overall Satisfying experience , needs some updates and it will be perfect

Pros

Ease of use and the diverse features within the platform

Cons

Sometimes it is slow to respond , and some glitches happened .. but this is not common

Michael
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/01/2025

Excellent Product!

Carepatron has been an excellent tool for my practice. It has streamlined notes and billing practices to make my time more efficient.

Pros

I like the simplicity of the software and my ability to customize its functionality to meet my needs.

Cons

The constant updates (even though not a bad thing!) can be much, but I am thankful that continuous improvements are being made to the software.

Jeff
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 22/01/2025

Keep up the good work!

I have been very pleased with Carepatron and appreciate the quick response from your team when I have encountered a problem. Updates that I would like for you to consider include: 1) place for a client photo on the personal information page, 2) place for clients to upload a photo ID, 3) ability to create and save a custom signature for use with templates, 4) option to schedule electronic payouts to once per week rather than when processed.

Pros

Carepatron has proven to be an amazing tool for me to create and maintain client records. The platform if very easy to use and client's have expressed their preference for the video platform versus the prior platform I was using.

Cons

While I do not have any significant "dislikes" about Carepatron, there are a couple of things I would like to see available -- that is unless they are already built within the platform and I am just missing how to access them. One is the ability to open the video link in a new tab or window which would allow me to access the client record if needed during a session. Second, I have several teen clients and use the relationships page to connect their parent/guardian to their record. I would like the ability to send parents an "intake packet" all at once rather than having to send each form as a separate document.

465 reviews