# Compare Phreesia vs Carepatron 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Phreesia and Carepatron based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/131633-195467/Phreesia-vs-Care-Patron --- # Phreesia vs Carepatron Features and Cost Comparison Last updated April 15th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: PhreesiaCarepatron2/4 selected [Phreesia](https://www.capterra.com/p/131633/Phreesia/)[4.3 (166)](https://www.capterra.com/p/131633/Phreesia/reviews/) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) [## Phreesia](https://www.capterra.com/p/131633/Phreesia/)[4.3 (166)](https://www.capterra.com/p/131633/Phreesia/reviews/) Starting Price Contact vendor Value-for-Money 4.2 Functionality 4.3 Ease of Use 4.4 Customer Service 4.3 Reviews Sentiment JE JE TC Based on [166 reviews](#user-reviews) Positive 141 Neutral 10 Negative 15 [## Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) Starting Price Contact vendor Value-for-Money 4.6 Functionality 4.3 Ease of Use 4.5 Customer Service 4.5 Reviews Sentiment LM SG Based on [858 reviews](#user-reviews) Positive 768 Neutral 72 Negative 18 ## Not a match? 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What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 17,184 reviews from appointment scheduling software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 61%Fit Not enough reviews Feature ratings Appointment Management 4.3 Online Booking 4.0 Calendar Management 2.9 Credit Card Processing \-- Availability Management 2.0 69%Fit Missing features Feature ratings Appointment Management 4.6 Online Booking 4.5 Calendar Management 4.5 Credit Card Processing 3.0 Availability Management NA User satisfaction User satisfaction 4.3 User reviews[166](https://www.capterra.com/p/131633/Phreesia/reviews/) Ease of use 4.4 Functionality 4.3 Value for money 4.2 Customer support 4.3 User satisfaction 4.4 User reviews[858](https://www.capterra.com/p/195467/Care-Patron/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.6 Customer support 4.5 Price starts from Price starts from \-- - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Medical practices and health systems looking to streamline patient access, automate intake, reduce call volume and accelerate collections while improving the patient experience. Best for Therapists, counselors, health coaches, mental health professionals, nurses, general practitioners, physical therapists, psychiatrists, psychologists, social workers, dietitians, and chiropractors. ## User reviews Pros & cons JE John E. Director of Support Services > "Phreesia has allowed us to automate our point of service/copayment collection workflow and increased the amount we..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6678943) KG Katherine G. MD > "I have been a client of Phreesia for 2 -3 years, and I wanted to cancel my service since I engaged another vendor who..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6852951) JE John E. Director of Support Services > "I also appreciate the Appointment Accelerator feature that has helped us backfill up to 40% of our cancelled..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6678943) DT Diana T. Clinical Office Manager > "When the patients filled out the name of the pharmacy, Phreesia had some difficulty transferring to our current EMR." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___7090326) TC TIffany C. Reception Manager > "Phreesia helps us collect balances, copays, change insurance and get all required documents completed by patients..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4872485) KG Katherine G. MD > "Furthermore, I cannot reset my password as well as change my account information and cancel my ACH without speakign..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6852951) JR Jennifer R. Patient Services Coordinator > "Also Phreesia is very helpful with showing if the patients insurance coverage is active or inactive and provides the..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4886131) LH Leticia H. Practice manager > "implantation time , Phreesia had some sort of update which delayed out time line which then interfered with other..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6437506) MN Mario N. Director of Operations > "It allows us to focus more on providing quality care to our patients." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6749081) RP Ricardo P. Practice Manager > "At the end we actually didn't save any time of the assistants and front desk people and we are paying north of..." [See full review](https://www.capterra.com/p/131633/Phreesia/#SoftwareAdvice___6737150) JK Jessica K. Practice Manager > "The system integrates with eCW EMR and cuts our office time in half, allowing to focus on other areas in the..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___5084204) JR Jennifer R. Patient Services Coordinator > "Currently we have some issues that we wish we could add to our Phreesia registrations such as Fall Risk and ..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4886131) DR Daphene R. Office Manager > "Phreesia support is always there to help and the services they provide make our jobs so much easier. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___7032674) KG Katherine G. MD > "What kind of modern tech company does that these days?" [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6852951) MB Michael B. dermtologist > "It's good that is integrates, but requires staff assistance for many older patients taking up valuable time" [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6780454) KA Kelsey A. MD > "I have a 7 page word document of the number of cases/examples of errors that we submitted without resolve." [See full review](https://www.capterra.com/p/131633/Phreesia/#SoftwareAdvice___6262235) DR Daphene R. Office Manager > "Finally have new EMR ECW that interfaces and we still love it." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___7032674) SJ Sarah J. Registered Nurse/ Telehealth Coordinator / Office Lead > "One huge downside to it is the duplicate account/charts that self-scheduling allows." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4894727) BH Brooklyn H. Practice Manager > "Phreesia has not only increased our collection rates, but also allowed our parents to not have to wait in the lobby..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4882121) RP Ricardo P. Practice Manager > "No easy cancelation as they have this day practice of bad software companies" [See full review](https://www.capterra.com/p/131633/Phreesia/#SoftwareAdvice___6737150) MH Mary H. Director, Patient Access > "Our patients are so familiar with the tool and it has become ingrained into many of our teams processes." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6697577) AR Allie R. Director of Clinical Informatics > "We have not had any bad experience that would cause me to not like any feature." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6550052) JK Joseph K. SVP CRO > "Phreesia offers a convenient and easy to use tool for patient registration and check-in. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6680138) BF Burcin F. Physician > "The system asks the patients to repeat a lot of stuff every visit." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4885655) TG Tara G. IT Manager > "Truly makes the job for our staff so much quicker and easier in all areas of their job." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6333621) KS Katie S. Office Manager > "so some features we have not coordinated with that transition a little unclear for maximum use." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4885744) TC TIffany C. Reception Manager > "Phreesia makes the check in process for staff very very easy and speeds up the process overall at the checkin window..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4872485) RJ Reena J. MD > "Very dissatisfied. When I told \[sensitive content hidden\] from Phreesia I no longer wanted to proceed in the..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4847598) KJ Karla J. Office Manager > "We save so much staff time by doing insurance verification, appointment reminders, and financial tasks through..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___5033290) KA Kelsey A. MD > "Customer support communication was a complete disaster." [See full review](https://www.capterra.com/p/131633/Phreesia/#SoftwareAdvice___6262235) AV Amanda V. Revenue Operations Manager > "To be able to utilize technology & have a software to make things more streamlined with the day to day check in..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4886681) RJ Reena J. MD > "They were very slow in the implementation process. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4847598) KB Kaitlyn B. Operations and Data Analyst > "The text option is also a great tool. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6678827) SJ Sarah J. Registered Nurse/ Telehealth Coordinator / Office Lead > "Phreesia's support team can be very impatient." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4894727) YS Yolanda S. Managed Care Coordinator > "the portability of the pads, making it easy to use in office. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6762434) FR Frankie R. Practice manager > "Not as easy company to work with by any means, more headaches than anything else." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4887420) KS Katie S. Office Manager > "Set up and maintenance is a breeze - monthly meeting with my rep keeps me updated on all options/updates/changes." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4885744) VR Verified Reviewer Data Security Analyst > "I have complained to office manager and physician repeatedly that I don't this my data to be used to show me..." [See full review](https://www.capterra.com/p/131633/Phreesia/#GetApp___4045124) LG Lauren G. practice manager > "It has so many features available, more than your standard." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6710669) MT Misty T. Office Manager > "That modmed will not let the clinical information integrate into the system" [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4596619) TG Tara G. IT Manager > "Integration with our EHR was impressive." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6333621) AE Anjela E. Clerical Supervisor > "That some insurance companies choose not to participate, and that means we can not see E&B information" [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4701823) MN Mario N. Director of Operations > "Phreesia has been an extremely valuable addition for our practice." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6749081) ML Meghan L. Billing Manager > "Patients complain about the amount of questions in our check in process. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4606432) MH Mary H. Director, Patient Access > "The support we receive from our customer success manager." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6697577) LM LeAnne M. Business Office Manager > "When a patient fills out their pre-visit info and they have a change of address, I do not like how it automatically..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3038897) MS Mark S. EMR Manager > "The prompt response from our account rep and Phreesia support has been very good." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6342988) VR Verified Reviewer Data Security Analyst > "Very poor user experience due to the advertisements being shown to patients. " [See full review](https://www.capterra.com/p/131633/Phreesia/#GetApp___4045124) SC Shari C. Practice Administrator > "You can't ask for a better check in product" [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6679792) TD Tiffany D. Administrator > "Phreesia has some great features but, the customer service aspect and limited functionality has made it tough to want..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3038892) JK Jessica K. Practice Manager > "Our set up was customized to fit the practice (telehealth only) and it has been working out great." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___5084204) CL Carisa L. Office Manager > "We do have one common complaint among patients that the intake takes a long time but the information being requested..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___2911746) BF Burcin F. Physician > "I like the online booking system and customizable messaging." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4885655) VR Verified Reviewer Data Security Analyst > "The little income you are making this way is costing you satisfied users. " [See full review](https://www.capterra.com/p/131633/Phreesia/#GetApp___4045124) SA Sarah A. Supervisor > "Phreesia is always willing to look into ways to help improve our goals and make life easier for staff and patients." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4886268) CA Casey A. RCM Director > "The only difficulties we found was integration." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4513067) TL Todd L. CMIO > "Excellent implementation team and training; excellent, easy to use product." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6333403) VR Verified Reviewer Data Security Analyst > "The office is paying plenty of money so stop this invasive practice. " [See full review](https://www.capterra.com/p/131633/Phreesia/#GetApp___4045124) NM Natalie M. Director Operations > "Simple and smooth implementation." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6536349) TD Tiffany D. Administrator > "We have had a ticket open for a week now where one of my receptionists can not log into Phreesia. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3038892) JK Joseph K. SVP CRO > "Patient satisfaction is consistently positive." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6680138) TD Tiffany D. Administrator > "Often, there are patients who we need to text but can not if they aren't on the schedule." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3038892) TG Tara G. IT Manager > "You truly have a great team at Phreesia." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6333621) CA Claudia A. Sr. Director of Business Operations > "It doesn't support dental insurance verification." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___2929172) AC Andrew C. Practice Administrator > "The best part of Phreesia is there attention to the account from their customer support team." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___6180835) CZ Cindy Z. Director of Business & Technology > "There have been times when the technical support was not as responsive as we would have liked to solve our issue." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___2911318) MT Misty T. Office Manager > "Phreesia makes check in easier, policies that need to be signed are done, Patient have to verify their address and..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4596619) KP Kenderia P. Project Manager > "As a business of mostly retirees, it wasn't a good option and we chose to cancel the process." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3319909) JD Justine D. Practice Administrator > "Phreesia also captures revenue swiftly and efficiently, and in one month we have seen a 6% increase in our Time of..." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3689547) CG Camille G. Practice Manager > "Many of the smaller carriers are not compatable. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___2911325) ML Mandy L. Superuser > "Phreesia has been tremendous - it takes a large administrative load off of the front desk." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4892799) JC Jason C. Practice Administrator > "The only piece of the software I don't love is the general support line." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___2911353) SJ Sarah J. Registered Nurse/ Telehealth Coordinator / Office Lead > "I love being a part of the Beta program and providing feedback on their newest products." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4894727) KC Kelly C. Administrative Coordinator > "It's a little frustrating that something so important cannot be modified easily." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___2929254) KC Kimberly C. Practice Administrator > "We have increased our services with Phreesia to add patient and referral source self scheduling and connect" [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4615315) KP Kenderia P. Project Manager > "Very challenging for them to "get it" and understand." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3319909) TJ Tami J. Insurance Supervisor > "I cannot say enough good things about Phreesia, as it has been a real time saver for our office." [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___4895565) TD Tiffany D. Administrator > "Also, I have not been happy with customer service. " [See full review](https://www.capterra.com/p/131633/Phreesia/#Capterra___3038892) [View Reviews](https://www.capterra.com/p/131633/Phreesia/reviews/) LM Logan M. Clinic Director > "Carepatron makes it easy for us to deliver high quality assessment, counselling, and therapy services by automating the bulk of admin, from schedule and appointment management to..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117936) MT Megan T. Owner > "Automatic return to weekly calendar (no matter the setting), when scheduling clients - it seems as there are a lot of selections to click before confirmation, and creating a document..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115354) SG Shea G. Counselor > "CarePatron allows me to securely store notes, schedule appointments, manage private pay patient fee collection, and more, from a single platform that's mostly intuitive to use." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118585) IK Inge K. Counsellor > "Not as intuitive as the leading platform in Canada when it comes to setting up how clients view calendar availability/scheduling, but I’m still learning this. When creating templates..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7127463) VS VANESSA S. CEO > "The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115325) JC Jo C. Practice Manager > "there is no capacity to alter introductory letter (to use local language greetings etc) unless through workflow...but workflow doesn't allow different intake options so again, it has..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115840) JC Jennifer C. Independent Contractor > "It is a money saver and over all it is good for note taking, the ability for my clients to book easily, it creates unique codes to meet for each session." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338) NM Nushka M. Clinical Psychologist > "The video-call platform needs serious fixes - 70% of the time I can't see clients waiting in the room, or they have troubles being let in the call, this is a waste of clinical time..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117923) GH Gillian H. Founder and Program Director > "CarePatron offers unusually strong value for clinicians by combining scheduling, documentation, telehealth, billing, and secure client communication into a single, streamlined..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117340) NN Natalie N. Licensed Clinical Social Work > "Carepatron doesn't feel like a program that was created for therapists to use. When a client or potential client fills out paperwork, it doesn't automatically update personal..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7126038) DW Daniel W. Owner > "It offers a user-friendly interface, streamlined workflows, and practical tools that make managing clients, notes, and scheduling far more efficient." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120359) AS Amanda S. Pediatric Occupational Therapist > "Additionally, the signature feature could be improved—it does not save my signature, so I have to re-enter it for each client, which becomes repetitive and time-consuming." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161) LG LUDIVINA G. Administrator > "I truly enjoy Carepatron and it essentially has really helped my agency to keep records of clients in one place and it allows clients to log in as well and keep up with their care." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120415) MM Moises M. Speech therapist > "Also my calendar/appointments dont display my properly on the mobile app, when the appointments are displayed on my computer." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117865) BJ Barry J. Therapist > "Scheduling & Reminders – Built-in scheduling features with automated text and email reminders help reduce no-shows and keep your calendar organized." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118034) KB Kate B. Clinical Psychologist > "Also that there's no way to automate scoring of questionnaires, and some automated reminders cannot be modified as far as I can tell." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122465) CH Caroline H. Psychotherapist > "Also, the ability to use the mobile or desktop option makes it more desirable, as well as the opportunity to be able to sync your Carepatron calendar to your Google calendar." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) JC Jennifer C. Independent Contractor > "I work in a group practice and it doesn't have the technology to say book with me directly, which can be confusing for clients, who then find themselves booked with other clinicians..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338) TH Tina H. SLP > "I’ve had a good enough experience that I’ve already referred two colleagues to start using it as well, which speaks to the value I see in the platform. While there are still areas..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159) TW Taylor W. Owner and President > "I wish there was a an option to hold a virtual appointment with a window to take notes at the same time versus opening another tab which can cause some issues." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121623) KV Krishna V. Owner and founder > "I also find myself having to regularly clear cookies and cache to keep things running smoothly, and even then, I occasionally encounter errors like “something isn’t right.” Despite..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115311) KC Kathleen C. Counsellor > "it maybe asks them to log in when they click on the carepatron video link so sometimes i have to switch to google meet to accomodate them, but i don't experience their side of things..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117882) AD Amy D. Genetic Counselor > "I really enjoy the flexibility and customization abilities for setting up different services and availability, and my clients have had good booking experiences as a result." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122369) TT Teresa T. Licensed Professional Counselor > "I dont like that all my emails appear there rather than just e ails from clients forcing me to either have no link to email or a paid version due to volume of spam email i receive. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115374) JC Jessica C. Clinician > "There are a large number of forms, assessments, templates, etc, that are easy to customize for my practice. Or I can easily upload my own forms, which Carepatron formats for me. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668) SB Sabrina B. CCS Administrator > "At this time, we do not need features like billing or appointment reminders, so the cost feels high relative to our needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117871) JG Jesus G. Case worker > "I like how it makes scheduling simple, and all the worksheets and different forms it has; they help me handle my patients more effectively and with ease." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621) AF Aaron F. APRN > "Unable to auto bill When on a support call, the person was unfamiliar with how to set up the e-prescribe system or if it was capable to prescribe compounding medication." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124585) CH Caroline H. Psychotherapist > "Another invaluable feature is the possibility to transcribe client notes which can be stored chronologically on the system." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) TD Tanya D. Mental health, counselling, psychotherapy > "One limitation is the lack of real-time support—assistance is primarily handled through email, which can be inconvenient when something urgent comes up." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115720) DH Diana H. supervisor > "It makes appointment scheduling, reminders, and patient record management simple and efficient, helping streamline daily operations." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120899) VR Verified Reviewer Owner and Clinician > "The 1 GB free account is misrepresented. Once you hit the 1 GB you lose access to EVERYTHING unless you pay for the upgrade." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7141570) AS Amanda S. Pediatric Occupational Therapist > "Sharing documents, sending intake forms, and keeping everything organized in one place has streamlined my workflow significantly." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161) RC Ruby C. Occupational Therapist Owner > "I also find it inconvenient that I have to create a separate profile for parents instead of having all relevant information under one unified family profile." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) AE Aly E. Owner > "The value for money is nice as there are templates for notes and paperwork, AI, video conferencing, and it's streamlined." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116691) NV Nadine V. Counsellor > "There is a lack of customisation with some of the workflow and there were some glitches depending on the browser as well." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7119006) RC Raechel C. CEO Marriage and Family Therapist > "I felt like the notes features, customizability and now having integrated insurance and Ai make CarePatron a top of the line platform." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116321) NL Nicole L. Physiotherapist > "For some reason, the method of sending out fillable intake forms for patients to complete doesn't seem to work smoothly." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401) JC Jessica C. Clinician > "The best feature is the AI assistant - I can get answers to any questions in real time, and the answers are detailed and easy to follow to fix whatever issue I am stuck on. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668) DK Donna K. Physical Therapist > "Constantly needs refreshing to be updated and does not indicate if no longer saving (so sometimes causes changes on notes not to be saved while updating." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115818) BA Brian A. Staff Counselor > "Having a quick and easy way to access these materials for clients has made my job much easier. Plus the incredible talent of the community shines through with the ability to share..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117996) TH Tina H. SLP > "As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159) KH Kelly H. Licensed Therapist > "On my desktop, I have the app, so I don't have to worry about toggling between browsers/tabs when working on other things simultaneously, as it has it's own window and place on my..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118163) ME Mary E. Therapist > "I also am not a big fan of the billing system mostly because there is not autopay feature and my clients have had trouble navigating it." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118133) AC Alli C. Occupational Therapist > "Being able to do HiPPA video calls, have clients manage their own appointments, and utilize transcribing/AI makes it totally worth the money." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609) PP Persefoni P. Psychologist > "cannot customize the messages to the clients: send invoices, reminders, etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115364) DE Danielle E. Therapist > "I enjoy the wide variety of client record templates and note templates that you can use and customize to your needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115332) MC Miriam C. Coach > "I am unable to send different forms for different services when a client books a service." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115751) SC Sam C. Music Therapist, Board-Certified > "overall, it is a great free option for EHR, combining tools together like zoom, calendars, and billing in one spot." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120170) NL Nicole L. Physiotherapist > "I can send the forms but there always seem to be some errors or miscommunication in how the patient can respond/input their data." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401) DP Devon P. Therapist > "It allows me to tailor the platform to my specific clinical needs without the overhead of more complex systems." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118765) CH Caroline H. Psychotherapist > "It also seems to require the page being refreshed quite frequently & clients reminders usually thought to be misrecognised as a likely scam." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) JT Jaya T. administrator > "For the price, you get a surprising amount of functionality — documentation, scheduling, client management, and AI Scribe all in one place." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121909) SK Scott K. Speech Pathologist > "The only negatives would be the limited cloud storage and no automatic email reminders for appointments." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115297) NR Nicola R. Counsellor and Clinical Supervisor > "I am able to easily create templates for notes, electronic consent forms, emails etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115691) RC Ruby C. Occupational Therapist Owner > "The claims submission feature is not very user-friendly, which makes billing more cumbersome than it should be." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) JM Jessica M. Clinical Psychologist > "The booking system and reminders are automated and eliminate unnecessary admin work so I can focus more on the clinical work." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118995) RC Reyenne C. Speech-Language Pathologist > "There is still a lot that is unclear about how relationships work with this and what is best in the system (like using the same email, phone number, etc.)." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122647) HD Heather D. Psychotherapist > "I have also enjoyed that I can access Carepatron from my phone as that has been helpful to be able to manage my appointments and patient records." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115418) SB Samantha B. CEO, Therapist > "My practice lost money daily for missed sessions due to non working links and patients could never sign in." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120440) HW Hannah W. Speech Language Pathologist > "I really like that Carepatron is a one stop shop for all my needs including billing, documentation, scheduling, etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118017) AM Amy M. Mental Health Therapist > "I did not have good luck with the video platform and went back to using Doximity after comparing and contrasting with my clients we made this joint agreement." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116325) RU Roxana U. Therapist > "I like that CarePatron has a lot of templates to use and different features for types of services as well as how easy it is to send documents through the portals." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115377) KP Kassandra P. LMFT > "It was not functional for my therapy practice as you could not have a multiple client account for families or couples." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117893) JG Jesus G. Case worker > "Booking appointments is smooth, and it allows me to send reminders to my staff and clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621) FE Frieda E. Audiologist > "It's a shame I can't set up reminders automatically to be send out for customer birthdays and when it's flow up time." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115305) AF Alecia F. License Professional Counseling > "It provides a free library of forms that can be accessed and modified to tailor your own needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115590) MF Matt F. Owner and Practitioner > "I do wish I could organize my documentation and intake forms differently instead of the current work flow." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117885) JEB John-Eduard B. CEO > "The load of sending intake documents is relieved as well and I can download the documents from Carepatron to the clients' files." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120789) AC Alli C. Occupational Therapist > "I can't change the templates for emails that go out with invoices or appointments." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609) LT Libby T. PT Owner > "I enjoy the appointment reminders, the client relationship tags and the customizability of the templates. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115432) RC Ruby C. Occupational Therapist Owner > "few workflow limitations that make documentation and administrative tasks more time-consuming than they need to be." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) EC Emily C. Counsellor > "There are some aspects, like the video call option and synching calendars that I haven't tried yet, but I think these will also be useful." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117962) ES Emily S. Therapist > "More concerning, we’ve experienced multiple outages—including during telehealth sessions—which is extremely frustrating and unprofessional when working with clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115436) HM Hannah M. Chief Clinical Officer > "I also appreciate the platform’s accessibility for both clinicians and clients, which supports engagement and reduces administrative burden." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121366) PD Patti D. Scheduling, intakes, invoicing and accepting payments > "The invoicing and accepting payments is not as clear as the app that we were previously using." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118028) KL Kai L. Youth Development Lead > "CarePatron is an excellent software that has made management, client engagement, and appointment reminders easier than ever before!" [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118759) EH Ella H. Speech therapist > "Some features that I have technical issues to make changes e.g., the visit signature." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115581) JG JUSTINE G. Counsellor > "I like the automated workflows such as client reminders and sending intake forms." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120358) HR Haley R. registrar > "It often made navigating the platform feel disjointed and slow, which disrupted my workflow." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7125411) [View Reviews](https://www.capterra.com/p/195467/Care-Patron/reviews/) ## User interface [Phreesia](https://www.capterra.com/p/131633/Phreesia/) 4.32 (166) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/) 4.43 (858) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Access Controls/Permissions 207 Important Activity Dashboard 150 Important AI Copilot 120 Important Phreesia Top features 24/32 - Access Controls/Permissions - Activity Dashboard - AI Copilot - API - Appointment Management - Automated Scheduling - Availability Management - Calendar Management - Client Database - Client Management - Client Portal - Confirmations/Reminders - Credit Card Processing - Customer History - Customizable Branding - Customizable Forms - Customizable Templates - Data Import/Export - Email Management - Email Marketing - Employee Management - Generative AI - Group Scheduling - Mobile Access - Multi-Location - Online Booking - Online Payments - Recurring Appointments - Reporting & Statistics - SMS Messaging - Wait List Management - Website Integration [See all features](https://www.capterra.com/p/131633/Phreesia/#features) Carepatron 20/32 - Access Controls/Permissions - Activity Dashboard - AI Copilot - API - Appointment Management - Automated Scheduling - Availability Management - Calendar Management - Client Database - Client Management - Client Portal - Confirmations/Reminders - Credit Card Processing - Customer History - Customizable Branding - Customizable Forms - Customizable Templates - Data Import/Export - Email Management - Email Marketing - Employee Management - Generative AI - Group Scheduling - Mobile Access - Multi-Location - Online Booking - Online Payments - Recurring Appointments - Reporting & Statistics - SMS Messaging - Wait List Management - Website Integration [See all features](https://www.capterra.com/p/195467/Care-Patron/#features) ### Recognition Phreesia is recognized as a top-rated tool in 3 Capterra Shortlist reports Carepatron is recognized as a top-rated tool in 4 Capterra Shortlist reports ### Deployment & support Phreesia Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Carepatron Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Phreesia - By Phreesia - Located in United States - Founded in 2005 Carepatron - By Carepatron - Located in New Zealand - Founded in 2019 ## Popular Comparisons [Phreesia](https://www.capterra.com/p/131633/Phreesia/)[4.32 (166)](https://www.capterra.com/p/131633/Phreesia/reviews/) vs 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comparison](https://www.capterra.com/compare/129169-131633/Tebra-vs-Phreesia) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[4.37 (1,033)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) $0 Price $29/month 4.3 Features 4.1 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/130400-195467/TheraNest-Mental-Health-vs-Care-Patron) [Phreesia](https://www.capterra.com/p/131633/Phreesia/)[4.32 (166)](https://www.capterra.com/p/131633/Phreesia/reviews/) vs [PatientNow](https://www.capterra.com/p/92269/PatientNOW/)[3.94 (298)](https://www.capterra.com/p/92269/PatientNOW/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.3 Features 3.8 4.4 Ease of Use 3.8 [View full comparison](https://www.capterra.com/compare/92269-131633/PatientNOW-vs-Phreesia) 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