# Compare BestNotes vs Carepatron 2026 | Capterra

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

Source: https://www.capterra.com/compare/73807-195467/BestNotes-vs-Care-Patron

---

# BestNotes vs Carepatron Features and Cost Comparison

Last updated March 30th, 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:

BestNotesCarepatron2/4 selected

[BestNotes](https://www.capterra.com/p/73807/BestNotes/)[4.5 (198)](https://www.capterra.com/p/73807/BestNotes/reviews/)

[Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.5 (821)](https://www.capterra.com/p/195467/Care-Patron/reviews/)

[## BestNotes](https://www.capterra.com/p/73807/BestNotes/)[4.5 (198)](https://www.capterra.com/p/73807/BestNotes/reviews/)

Starting Price

$58.00/month

Value-for-Money

4.5

Functionality

4.4

Ease of Use

4.4

Customer Service

4.6

Reviews Sentiment

Based on [198 reviews](#user-reviews)

Positive

181

Neutral

15

Negative

2

[## Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.5 (821)](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

VS

Based on [821 reviews](#user-reviews)

Positive

739

Neutral

66

Negative

16

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 4,422 reviews from mental health 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

83%Fit

High performer

Feature ratings

HIPAA Compliant

4.9

Therapy Notes

4.6

Charting

4.6

EMR/EHR

4.6

Appointment Scheduling

4.6

77%Fit

Missing features

Feature ratings

HIPAA Compliant

4.8

Therapy Notes

NA

Charting

4.4

EMR/EHR

4.5

Appointment Scheduling

4.6

User satisfaction

User satisfaction

4.5

User reviews[198](https://www.capterra.com/p/73807/BestNotes/reviews/)

Ease of use

4.4

Functionality

4.4

Value for money

4.5

Customer support

4.6

User satisfaction

4.5

User reviews[821](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

$58Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Behavioral Health Organization Drug Treatment including: detox, residential, intensive outpatient and after care. Therapeutic Boarding Schools Psychiatrist Mental Health Professional

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

AH

Andrea H.

Program Director

> "All client information, notes, and treatment plans are stored in one place and are easy to access with built-in..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6879570)

AH

Andrea H.

Program Director

> "Forms and templates that don’t fully match program needs, including data exports and reports, can be clunky or..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6879570)

Dr. Meghan F.

Director of Clinical Operations

> "They are responsive, the platform does what you need it to do, and it is set up to support the communication and..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877684)

JH

Jennifer H.

BRS Program Manager

> "New users cannot see calendar appointments from before their start date."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___7025114)

JE

Jennifer E.

Director of Clinical Services

> "We have been using Bestnotes for our electronic medical records for 5 years and have always had nearly immediate..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6880404)

VR

Verified Reviewer

Clinical Director

> "The individual in our agency who can make changes to BN is difficult to get connected with, so there should be..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6878632)

SB

Sunni B.

Administrative Assistant

> "I like how it displays the patient's demographics and the contacts on the main page, I like how it shows..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6647621)

GO

Greg O.

Executive Clinical Director

> "Assessments aren’t customizable - multiple components of the assessment we do not utilize and I’d love to..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877662)

AL

Ashley L.

Director

> "BestNotes makes it so easy to do all of our document tracking, document storing, charting notes, and billing, in..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535047)

DT

Debbie T.

Quality Assurance Manager

> "I don't like having to pay for certain staff to have an account just to be able to sign Treatment Plans. "

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877621)

JL

Janice L.

Clinical Director

> "The tabs will save automatically. When I am ready to save and sign, it is one click. When reviewing documents to..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877631)

WD

Westley D.

APSS CSA

> "Some of the features felt a little clunky at first, and it took time to get used to navigating everything.”"

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6878240)

RG

Rachelle G.

Intake Coordinator

> "I use BestNotes daily and it helps me out when I'm trying to recover patient records in a pinch."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6878207)

AM

Amanda M.

Counselor

> "Unable to put work hours (availability) in the calendar without making an appointment (or at least I can't figure..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6560573)

Angela C.

HITECH Security Officer and Billing Coordinator

> "The autogenerated ledgers and signers is is wonderful; less time for my billers to submit claims."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877588)

Rod S.

CEO

> "The font is too small on some of the screens."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877598)

Rod S.

CEO

> "BestNotes is cost effective and the customer service is excellent. When I call customer service the longest wait..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877598)

ML

Maurissa L.

Supervisor and Therapist

> "The telehealth platform and portal seem to be challenging for some clients to use."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877582)

DJ

Dawn J.

CEO

> "I personally love the format, the ease of integration with DSMV diagnosis codes and criteria selection that is..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877627)

AA

Aaron A.

Clinical Director

> "There are issues when trying to get signatures from parents."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___7004124)

Dr. Meghan F.

Director of Clinical Operations

> "Working with clients with EDs the set up works well for our clinic and multidisciplinary team."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877684)

MS

Misty S.

Mental Health Clinician

> "Therapy notes to not automatically save and if a note is accidentally closed you lose everything."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6694222)

MY

Marcia Y.

Billing

> "By far the most outstanding feature is the exceptional customer service--every time we call with a question or..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6707330)

MB

Miste B.

Director of Operations

> "There are too many clicks for flow of process to create a new client in the system."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6695875)

GO

Greg O.

Executive Clinical Director

> "I love how seamless documentation is - templates are easy to customize and match out clinical offerings and needs."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877662)

KH

Keith H.

Adult Peer Support Specialist

> "It is hard to save notes from being lost if backed out of an open note."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6550083)

NA

Nicole A.

Victim Advocate

> "Overall it works, it does feel a little hard to learn the program, but once you get used to the layout and setting..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6823206)

TW

Tiffany W.

Operations Manager

> "Like they make updates to the system but forget to update the examples in the training area so they look different."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6554819)

KH

Keith H.

Adult Peer Support Specialist

> "Also you can use Qlog to communicate with others in your company, which can save a lot of time."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6550083)

EK

Eugene K.

Certified Alcohol and drug counselor

> "It's inconvenient to have to log out and in on each account."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877614)

JK

James K.

DIrector of counseling

> "After we began using Best Notes it has made our record keeping very easy and helpful."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6878316)

TO

Teri O.

Administrative Specialist

> "This survey is making me fill this box in, and there is nothing to add for this question."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535036)

GO

Greg O.

Executive Clinical Director

> "Easy and user friendly EMR for documentation, easy to teach new staff, and adaptable to our clinical needs."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877662)

JS

Janae S.

Intake Coordinator

> "It looks a little dated and it could be updated with better features."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6647662)

JP

Justin P.

Director of Operations

> "I know about as much as I need to, and when I don't BestNotes support has been fantastic about responding and..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6883590)

JH

Jennifer H.

BRS Program Manager

> "This is very frustrating and difficult."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___7025114)

BK

Beau K.

Counselor

> "Lots of features are easily intuitive and make notes easier esspecially for recurrent clients. "

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6697626)

CL

Christie L.

Chief Compliance Officer

> "Some templates are not able to be modified as easily."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535161)

KS

Kenny S.

Intake Doc Coordinator

> "Useful in many ways and thorough with information needed as well as smooth process with training to learn more..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6570879)

Joe R.

IT Director

> "Backend is dated."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877570)

SR

Stephanie R.

Clinician

> "I have been able to navigate forms and the med clinical tab fairly easily."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6695784)

AB

Alisa B.

Service Coordinator

> "I dislike always having to log back in after signing a client's documents."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535031)

RA

Rachel A.

Outpatient Supervisor

> "Reports helpful to daily/weekly/monthly tasks and tracking."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6734252)

MM

Matthew M.

Counselor

> "The telehealth portion is not ideal for me at this time."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6695063)

MN

Michael N.

Clinical Services Supervisor

> "The assistance from the Bestnotes team, training videos, and the ease of learning how to navigate the system..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6630749)

AL

Ashley L.

Director

> "I was honestly very against having all of our files be entirely 100% online."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535047)

EO

ERICA O.

HR

> "Having an app also makes it easy to look at stuff on the go."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6884461)

TC

Tiffany C.

Case Manager

> "Sometimes the sections of the notes are repetitive"

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6550071)

FP

Femia P.

Chief Operations Officer

> "Every time we have reached out, we’ve been met with timely, knowledgeable, and patient assistance."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877657)

TS

Terry S.

Clinician

> "I wish things were better vetted before they are rolled out."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6695598)

BA

Benvinda A.

Administrator assistant

> "once you learn how to use the program it was very easy to navigate and you can add to the program when needed for..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6658848)

HP

Hannah P.

LCSW

> "It was also sometimes not very user friendly."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6521528)

VR

Verified Reviewer

Director of Technology

> "The price is also significantly cheaper than other platforms we've seen."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877689)

MB

Micah B.

CFO/COO

> "They do not provide compliance oversight, and are not up to date on your states regulatory requirements or provide..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#SoftwareAdvice___3744744)

Joe R.

IT Director

> "Needs more features to become more user friendly."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877570)

JV

Jessie V.

Social Worker, Therapist

> "This is often quite frustrating"

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6695550)

AB

Alisa B.

Service Coordinator

> "I like the ease of access to files and information, as well as the flexibility in updating those."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535031)

JB

Jennifer B.

Case Manager

> "I don’t like all the navigating one has to do between screens to get notes completed."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___3970022)

VR

Verified Reviewer

Director of Technology

> "Our clinical staff often remark how easy BestNotes is to use compared to other EMR systems."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877689)

IJ

Ida J.

Treatment Coordinator

> "I can not think of anything that I don't like... it has been updated to accommodate all my needs, and the needs of..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___3832662)

BE

Bobby E.

Director of Operations

> "For an affordable system, it is fairly easy to use and I'm glad support is always willing to help."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___7025201)

AM

Allison M.

Intake Coordinator/Human Resources

> "Unable to think of something that I do not like."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___3831186)

BB

Billie B.

Clinical

> "It is easy to train people on."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___7048287)

YF

Yosune F.

Owner; Counselor

> "Learning the coding and billing side of things has been the most challenging."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___2882797)

JD

JONI D.

CFO

> "People are always nice"

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___7025111)

DD

Daniela D.

Social Worker

> "The thing I like least about this software is that there is a whole download of an app that has to be done on the..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___2571076)

VR

Verified Reviewer

Director of Technology

> "Their API is easy to work with and does most of the things we need."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877689)

TH

Tanner H.

Program Director

> "It is a very boring system to look at(looks very outdated). Though everything can communicate and be customized it..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___2685316)

JK

James K.

DIrector of counseling

> "Very helpful resident record process."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6878316)

SS

Sharon S.

Chief Clinical Officer

> "As we are new to using BestNotes I am not sure if its a technical error or user error but it fails to carry over..."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___2340309)

FP

Femia P.

Chief Operations Officer

> "The greatest strength has been their exceptional technical support team."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877657)

CB

Christina B.

Outpatient Therapist

> "When we first started we were unable to send patient forms to clients. "

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___2349772)

VR

Verified Reviewer

Director of Technology

> "Their support team is responsive and helpful and are always there when you need them."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6877689)

TH

Tanner H.

Program Director

> "Visual appeal is lacking."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___2685316)

[View Reviews](https://www.capterra.com/p/73807/BestNotes/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..."

[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..."

[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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118585)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115840)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117923)

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)

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)

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,..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117340)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120415)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117882)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115374)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115311)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668)

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)

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)

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)

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)

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)

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)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117996)

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)

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..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118163)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

NM

Natalia M.

Clinical Psychologist

> "I really don't like that when an intake goes out, the forms always seem to appear to the client randomly out of order."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116468)

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)

AM

Amy M.

Mental Health Therapist

> "I did not find the AI tools as user-friendly as the auto notes that I use wish I could find that all in one place."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116325)

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)

BH

Brooke H.

Owner and therapist

> "Due to only using it for one client, for whom I don't bill, I have limited experience with all the functions of Carepatron."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120132)

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)

AJ

Andrea J.

HCPC Registered Music Therapist

> "Adding different types of appointments can be difficult as it’s not the most clear where to find it."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117910)

EC

Emily C.

Counsellor

> "I especially appreciate being able to upload and organise my template forms, and share these easily with clients."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117962)

NS

Nancy S.

Speech Language Pathologist and Business Owner

> "The platform takes some getting used to and a few months in, I’m still not super efficient at navigating the features compared to others where it has taken just a few..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7119616)

DE

Danielle E.

Therapist

> "I love the calendar feature and how you can write your note directly from the appointment time slot."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115332)

EB

Ember B.

Associate Marriage and Family Therapist

> "However, it's AI features and update interruptions make it frustrating to use all its features."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116346)

SS

Sarah S.

Owner

> "Value for money ease of use, online booking, portal, super bill feature, AI integration, google analytics integration, and customization."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115326)

AC

Angela C.

Counselor

> "Clients sometimes have a hard time joining, especially on mobile devices, saying they cant see themselves."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118917)

AB

Andrea B.

Office Manager Care Coordinator

> "Overall, it has helped the office a lot with keeping track of timesheets, patient notes, and intake paperwork."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117915)

LM

Lisa M.

Integrative Counsellor

> "Just one time I struggled to get on to the system to take a video call with a client but that could have been a technical issue my end."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118043)

CB

Christian B.

Counselor

> "The platform is user-friendly, organized, and makes managing documentation, scheduling, and communication simple and efficient."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120279)

PF

Paige F.

Mental Health Counselor

> "The scribing on telehealth sessions can also be not so accurate."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115434)

NP

Naomi P.

Chiropractor

> "My favorite aspect is that I can send intake forms to patients prior to our visit."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115316)

MJ

Mikayla J.

Counsellor

> "At times when they are updating the software there can be small glitches."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115655)

ME

Moriah E.

mental health therapist

> "The AI note-taking feature and appointment settings have been especially good and have made day-to-day tasks more efficient."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7119731)

SB

Sylvia B.

Family Medicine Doctor

> "Sometimes, information has to be duplicated, for instance when I have to write a prescription."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115450)

CH

Caroline H.

Psychotherapist

> "The tailor-made appointment reminders by email and text are a god-send as they help to cut down on no shows."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069)

TC

Timara C.

LCSW

> "You usually have to chat with a bot or they send you an email and everything gets lost in communication."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118138)

AB

Andrew B.

Psychologist

> "The customer support is phenomenal and when you have questions are they not only quick they try and adapt your problem into the program if it already doesn't do that."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117916)

MM

Moises M.

Speech therapist

> "It is WAY too buggy for me to rely on it, and me and my coworkers brought it up to management several times"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117865)

[View Reviews](https://www.capterra.com/p/195467/Care-Patron/reviews/)

## User interface

4.52 (198)

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

4.45 (821)

## 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

BestNotes

Top features

25/35

-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Scheduling
-   Calendar Management
-   Charting
-   Claims Management
-   Confirmations/Reminders
-   Customizable Reports
-   Document Management
-   Electronic Payments
-   Electronic Signature
-   Employee Management
-   EMR/EHR
-   E-Prescribing
-   For Group Therapy
-   For Substance Abuse Therapy
-   Generative AI
-   HIPAA Compliant
-   Initial Assessments
-   Invoice Management
-   Lab Integration
-   Medical Billing
-   Medication Management
-   Mobile Access
-   Outcome Assessment Tools
-   Patient Portal
-   Reporting & Statistics
-   Role-Based Permissions
-   Secure Messaging
-   Teletherapy
-   Template Management
-   Therapy Notes
-   Treatment Planning
-   Workflow Management

[See all features](https://www.capterra.com/p/73807/BestNotes/#features)

Carepatron

23/35

-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Scheduling
-   Calendar Management
-   Charting
-   Claims Management
-   Confirmations/Reminders
-   Customizable Reports
-   Document Management
-   Electronic Payments
-   Electronic Signature
-   Employee Management
-   EMR/EHR
-   E-Prescribing
-   For Group Therapy
-   For Substance Abuse Therapy
-   Generative AI
-   HIPAA Compliant
-   Initial Assessments
-   Invoice Management
-   Lab Integration
-   Medical Billing
-   Medication Management
-   Mobile Access
-   Outcome Assessment Tools
-   Patient Portal
-   Reporting & Statistics
-   Role-Based Permissions
-   Secure Messaging
-   Teletherapy
-   Template Management
-   Therapy Notes
-   Treatment Planning
-   Workflow Management

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

### Recognition

No recognitions have been awarded to BestNotes

No recognitions have been awarded to Carepatron

### Deployment & support

BestNotes

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

BestNotes

-   By BestNotes
-   Located in United States
-   Founded in 2003

Carepatron

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

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[Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.45 (821)](https://www.capterra.com/p/195467/Care-Patron/reviews/)

vs

[Jane](https://www.capterra.com/p/178984/Jane-App/)[4.79 (490)](https://www.capterra.com/p/178984/Jane-App/reviews/)

$0

Price

$54/month

4.3

Features

4.6

4.5

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/178984-195467/Jane-App-vs-Care-Patron)