# Compare Solutionreach vs Carepatron 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Solutionreach and Carepatron based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/160916-195467/Solutionreach-vs-Care-Patron

---

# Solutionreach vs Carepatron Features and Cost Comparison

Last updated June 3rd, 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:

SolutionreachCarepatron2/4 selected

[Solutionreach](https://www.capterra.com/p/160916/Solutionreach/)[3.8 (236)](https://www.capterra.com/p/160916/Solutionreach/reviews/)

[Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/)

[## Solutionreach](https://www.capterra.com/p/160916/Solutionreach/)[3.8 (236)](https://www.capterra.com/p/160916/Solutionreach/reviews/)

Starting Price

$329.00/month

Value-for-Money

3.5

Functionality

3.8

Ease of Use

3.9

Customer Service

3.5

Reviews Sentiment

RH

PA

JS

Based on [236 reviews](#user-reviews)

Positive

164

Neutral

23

Negative

49

[## 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

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## Send this comparison chart to my inbox

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What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 4,464 reviews from appointment reminder 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

66%Fit

Feature ratings

HIPAA Compliant

3.8

Confirmations/Reminders

3.8

SMS Reminders

2.4

Appointment Scheduling

2.6

Online Booking

3.0

86%Fit

High performer

Feature ratings

HIPAA Compliant

4.8

Confirmations/Reminders

4.5

SMS Reminders

4.8

Appointment Scheduling

4.6

Online Booking

4.5

User satisfaction

User satisfaction

3.8

User reviews[236](https://www.capterra.com/p/160916/Solutionreach/reviews/)

Ease of use

3.9

Functionality

3.8

Value for money

3.5

Customer support

3.5

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

$329Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Solutionreach is built for medical practices and healthcare enterprises seeking to connect with their patients, with simpler scheduling, reminders, intake, surveys and more.

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

RH

Reagan H.

Optician

> "The ease of communication with our patients without having to use our personal cellphones is something that I really like."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___7120180)

RH

Reagan H.

Optician

> "I dislike that sometimes it sends out the wrong text messages to patients through our main system, but other than that,..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___7120180)

PA

Paul A.

Admin

> "Recommend you work with a reputable company who honors the assurances of their sales staff. "

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6884339)

PA

Paul A.

Admin

> "In my experience and in my opinion, this is not a reputable company to contract with. if they treat medical doctors..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6884339)

JS

Julie S.

Owner

> "We used Solutionreach for several years before switching to a company that we felt was a better fit for our office. "

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6493667)

BB

Beth B.

Office Manager

> "Then decided to call costumer service only to find out the the feature that he tried so hard to sell to me, which i..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6178332)

KJ

Karen J.

COO

> "It is easy to track open rates and other useful information for your campaigns."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___5100555)

JK

James K.

IT

> "Then they chaise you for the money because they did not stop their servers from sending messages when you disconnected..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___6084031)

JZ

Joann Z.

IT

> "The software turned our simple phone system to messaging offering another way to engage our patients and potential..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3730894)

LD

Lydia D.

Ast. office manager

> "My least favorite part about SR is the inability to add notes per patient for group messaging example being: if we create..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3708042)

BB

Beth B.

Office Manager

> "Cost was reasonable for the product and I was led to believe it was fully compatible with Dentrix"

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6178332)

DJ

Debbie J.

Marketing Manager

> "Since the platform isn't too developed yet, you run into a lot of issues where you have to reach out for help."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6065749)

JK

James K.

IT

> "There are less expensive, more honorable companies out there."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___6084031)

DJ

Debbie J.

Marketing Manager

> "They got our practice to sign up with a great discount promising exceptional customer service but wasn't met with this..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6065749)

JZ

Joann Z.

IT

> "Solution Reach opened up a number of avenues to help us better engage our patients and potential patients."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3730894)

KJ

Karen J.

COO

> "We left because we could not count on them and when they screwed up they don't admit their errors which is very..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___5100555)

KJ

Karen J.

COO

> "Good reporting features and easy to use."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___5100555)

LD

Lorry D.

Administration

> "sensitive content hidden\], sales agent, and Customer service (based in Philippines) are the worst."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6290431)

KS

Kumar S.

CEO

> "It really helps us keep our schedule up-to-date and also allows our staff to focus on other areas."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3478342)

JK

James K.

IT

> "I was with them for over 5 years and they had no loyalty and no honor when it came to keeping their word."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___6084031)

LD

Lydia D.

Ast. office manager

> "My favorite part about we is the accessibility for where ever you are. "

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3708042)

BB

Beth B.

Office Manager

> "Can not use all the features I would like"

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6178332)

NS

Nancy S.

Front OFfice mgr

> "Over all good and helpful, but we found another cheaper - saving money is alway key if we can..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___4521973)

KJ

Karen J.

COO

> "Customer support and reliability are awful."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___5100555)

HS

Hannah S.

Financial Coordinator

> "I really liked the review system built into the software, good online reviews are a cornerstone of attracting new..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3380667)

CS

Crystal S.

Patient Care Coordinator

> "The only thing I dislike about Solutionreach would be that we don't have a lot of characters to use in a text when we are..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3612303)

BC

Brandon C.

Optometrist

> "It can call or text the patient for you and patients love the timely reminders. "

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3326580)

LD

Lorry D.

Administration

> "Poor overall. "

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___6290431)

CH

Casey H.

optometric technician

> "The SMS is by far the best and most efficient way to communicate with our patients."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3243035)

AL

Alyssa L.

Brand Engagement Strategist

> "This is usually a lengthy process, most times all the images are not uploaded and they have to put you back on hold while..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

CH

Carrie H.

Marketing Manager

> "Originally SolutionReach worked well for transferring patient reviews to a testimonials page on our website."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___2400093)

AL

Alyssa L.

Brand Engagement Strategist

> "Half the time, images have gaps in between causing the email to look unprofessional."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

KS

Kumar S.

CEO

> "Love the text and email remainders."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3478342)

SS

Scott S.

COO

> "customer support was terrible despite continuous complaints"

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3702134)

HS

Hannah S.

Financial Coordinator

> "It has some good features, but I think the negative outweighs the positive."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3380667)

BF

Brittany F.

Manager of Global Patient Communications

> "blocking reminders so patient's don't receive out of date reminders because of the undependable sync, yet the blocks are..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___2611279)

CS

Crystal S.

Patient Care Coordinator

> "You can call them anytime and they are always happy to help solve any issues."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3612303)

AL

Alyssa L.

Brand Engagement Strategist

> "Some are very friendly but it takes a long time to get ahold of a case manager to fix the issue and half the time they..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

RF

Richard F.

Administrator

> "It works the few days that the scheduling system and SolutionReach are able to sync."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___2808187)

AL

Alyssa L.

Brand Engagement Strategist

> "This software never wants to work and has strange bugs that their team refuses to fix."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

CH

Casey H.

optometric technician

> "We switched from Weave and have had no issues."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___3243035)

AL

Alyssa L.

Brand Engagement Strategist

> "Images never want to load, not Jpeg or png."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

JF

Jeremy F.

Owner

> "I use SolutionReach to allow greater patient communication"

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___2288402)

DS

Delonna S.

Office Manager

> "Great when we first signed up - Now its terrible"

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___4523194)

KH

Kathleen H.

owner

> "The texting feature is useful and saves time."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___2530372)

AL

Alyssa L.

Brand Engagement Strategist

> "I thought it was something I was doing wrong, called in to see how to fix it - only to be told that's how their software..."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

JF

Jessica F.

Clinic Supervisor

> "Patient communication has never been so effective, smooth, and successful with using this product! "

[See full review](https://www.capterra.com/p/160916/Solutionreach/#Capterra___2768296)

AL

Alyssa L.

Brand Engagement Strategist

> "I am on month 8 and they are clearly aware of the issue but have not fixed it in any way."

[See full review](https://www.capterra.com/p/160916/Solutionreach/#SoftwareAdvice___3295242)

[View Reviews](https://www.capterra.com/p/160916/Solutionreach/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

[Solutionreach](https://www.capterra.com/p/160916/Solutionreach/)

3.81 (236)

[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

Activity Dashboard

207

Important

AI Copilot

150

Important

API

120

Important

Solutionreach

Top features

30/35

-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Scheduling
-   Automated Responses
-   Availability Management
-   Calendar Sync
-   Call Reminders
-   Confirmations/Reminders
-   Contact Database
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Electronic Payments
-   Email Reminders
-   Generative AI
-   HIPAA Compliant
-   Mobile Alerts
-   Multi-Language
-   Multi-Location
-   Online Booking
-   Payment Reminders
-   Real-Time Reporting
-   Real-Time Updates
-   Recurring Appointments
-   Reporting & Statistics
-   Rescheduling
-   Self Service Portal
-   SMS Messaging
-   SMS Reminders
-   Social Media Integration
-   Surveys & Feedback
-   Third-Party Integrations
-   Two-Way Communication
-   Website Integration

[See all features](https://www.capterra.com/p/160916/Solutionreach/#features)

Carepatron

22/35

-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Scheduling
-   Automated Responses
-   Availability Management
-   Calendar Sync
-   Call Reminders
-   Confirmations/Reminders
-   Contact Database
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Electronic Payments
-   Email Reminders
-   Generative AI
-   HIPAA Compliant
-   Mobile Alerts
-   Multi-Language
-   Multi-Location
-   Online Booking
-   Payment Reminders
-   Real-Time Reporting
-   Real-Time Updates
-   Recurring Appointments
-   Reporting & Statistics
-   Rescheduling
-   Self Service Portal
-   SMS Messaging
-   SMS Reminders
-   Social Media Integration
-   Surveys & Feedback
-   Third-Party Integrations
-   Two-Way Communication
-   Website Integration

[See all features](https://www.capterra.com/p/195467/Care-Patron/#features)

### Recognition

No recognitions have been awarded to Solutionreach

Carepatron is recognized as a top-rated tool in 4 Capterra Shortlist reports

### Deployment & support

Solutionreach

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

Solutionreach

-   By Solutionreach
-   Located in United States
-   Founded in 2001

Carepatron

-   By Carepatron
-   Located in New Zealand
-   Founded in 2019

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