---
title: "Compare BestNotes vs Carepatron 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare BestNotes and Carepatron based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/73807-195467/BestNotes-vs-Care-Patron"
page_type: "comparison"
language: "en"
---

# BestNotes vs Carepatron Features and Cost Comparison

Last updated September 17th, 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 (205)](https://www.capterra.com/p/73807/BestNotes/reviews/)

[Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (859)](https://www.capterra.com/p/195467/Care-Patron/reviews/)

[## BestNotes](https://www.capterra.com/p/73807/BestNotes/)[4.5 (205)](https://www.capterra.com/p/73807/BestNotes/reviews/)

Starting Price

$59.00/month

Value-for-Money

4.5

Functionality

4.4

Ease of Use

4.4

Customer Service

4.6

Reviews Sentiment

Based on [205 reviews](#user-reviews)

Positive

188

Neutral

15

Negative

2

[## Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (859)](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

Based on [859 reviews](#user-reviews)

Positive

767

Neutral

73

Negative

19

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What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 5,445 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

EMR/EHR

4.6

Appointment Scheduling

4.6

Charting

4.6

Document Management

4.6

87%Fit

Feature ratings

HIPAA Compliant

4.8

EMR/EHR

4.5

Appointment Scheduling

4.6

Charting

4.4

Document Management

4.4

User satisfaction

User satisfaction

4.5

User reviews[205](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

4.4

User reviews[859](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

$59Per 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

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)

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)

AL

Ashley L.

Director

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

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

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)

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)

AM

Amanda M.

Counselor

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

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

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..."

[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)

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..."

[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)

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)

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..."

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

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)

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)

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)

Rod S.

CEO

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

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

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..."

[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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

GO

Greg O.

Executive Clinical Director

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

[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)

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)

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)

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)

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)

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..."

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

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)

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..."

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

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)

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)

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)

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)

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)

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)

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)

RA

Rachel A.

Outpatient Supervisor

> "Templates are straightforward and can be updated, as needed, easily."

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

Joe R.

IT Director

> "Backend is dated."

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

SR

Stephanie R.

Clinician

> "I love the calendar and some of the formatting. "

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

HP

Hannah P.

LCSW

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

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

BA

Benvinda A.

Administrator assistant

> "that you can fit the program to what your company needs, easy to learn and navigate"

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

JV

Jessie V.

Social Worker, Therapist

> "This is often quite frustrating"

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

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)

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)

JM

Jasmine M.

Mental health clinician

> "This is my first time using beast notes and I though it was easy to adjust to the system."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6695939)

MB

Micah B.

CFO/COO

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

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

KS

Kimberly S.

Drug and Alcohol Counselor

> "Easy to navigate and add things ass needed for different services."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6657695)

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..."

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

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)

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..."

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

SM

Samantha M.

Admin

> "I really enjoy Best Notes, I think it's really user friendly and the reports that can be ran are great."

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6535093)

TH

Tanner H.

Program Director

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

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

SR

Sunnie R.

Office Administrator

> "Very Positive would encourage anyone looking for a documentation program to try this one"

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6697635)

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)

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)

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)

Joe R.

IT Director

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

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

TH

Tanner H.

Program Director

> "Visual appeal is lacking."

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

MS

Misty S.

Mental Health Clinician

> "My overall experience has been good, except the times when things get closed without saving."

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

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)

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)

JH

Jennifer H.

BRS Program Manager

> "This is very frustrating and difficult."

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

MB

Miste B.

Director of Operations

> "I used Epic in the past and it was much more intuitive."

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

HP

Hannah P.

LCSW

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

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

MS

Michelle S.

Human Resources

> "The scheduling and data entry is easy to use"

[See full review](https://www.capterra.com/p/73807/BestNotes/#Capterra___6565194)

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)

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..."

[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..."

[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..."

[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,..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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..."

[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)

ND

Naveed D.

DriveABLE Coordinator

> "It also integrates with Outlook Calendar, which is phenomenal to get a quick view of when we have time to book clients in."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___6493723)

Cynthia Novee Jane D.

Psychologist

> "What I like least about Carepatron is its interface, which feels outdated and not very visually appealing."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122698)

DM

Daniel M.

Clinical Psychologist

> "The interface is clean, intuitive, and very user‑friendly not just for me, but also for my patients, who have found it easy to navigate and engage with."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118633)

KM

Katie M.

Speech pathologist

> "The interface for typing is not very easy/streamlined."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115413)

SG

SUJEY G.

admin

> "User-Friendly Interface: The platform is known for its intuitive and easy-to-navigate interface, which simplifies daily tasks for healthcare providers"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___6649638)

JP

Jusiah P.

Psychologist

> "The concepts and ideas of the interface is not intuitive."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115428)

RH

Riyon H.

Licensed Mental Health Counselor

> "I really enjoy the online forum of worksheets."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118288)

DRY

Diana Rose Y.

ESL teacher

> "Navigating through menus and inputting data may not be as seamless as on desktop or larger tablet devices, which could pose challenges for caregivers who rely heavily on..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___6249944)

KS

Kevin S.

LMFT

> "Lots of great functions, from Ai to claim integration."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115547)

AB

Alexandra B.

Senior Counsellor

> "doesn't auto-generate google meets links/not integrated with google meets"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120738)

CT

Cassie T.

Therapist and Owner

> "Care Patron is very user friendly and has so many integrations."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115697)

AG

Aimee G.

Nursing Coordinator

> "Lack of integration with Powerschool; Have to document twice for same office visit"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___6648511)

MG

Michelle G.

Owner/horse guided life coach

> "Ease of use and integration into my business"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___3417639)

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)

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)

PZ

Pam Z.

Clinical Social Worker

> "I dont find the documents for intake as easy go navigate for parents and guardians as I prefer."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120183)

VS

VANESSA S.

CEO

> "After an extensive search for the right EHR system, this platform has proven to be both reliable and efficient."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115325)

LS

Lindsay S.

Program Director

> "Some of the features are a challenge to learn and can be difficult to navigate at times."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118141)

GH

Gillian H.

Founder and Program Director

> "The system is clean, easy to navigate, and thoughtfully designed for real‑world clinical workflows."

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

MP

Marlo P.

Therapist

> "The system is not as user friendly as I would like."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7125642)

LLR

Lufuno Lucky R.

Counsellor

> "The platform is exceptionally user-friendly, making it easy for our clients to navigate."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115945)

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)

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)

EB

Ember B.

Associate Marriage and Family Therapist

> "Furthermore, the AI transcription gets interrupted by updates to the software often."

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

AP

Anisha P.

Ayurvedic Practioner and Physical Therapist

> "The customer service is amazing and even the AI bot can answer most of my general questions in a very detailed, easy to follow way."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118075)

KW

Kimo W.

Therapist-owner

> "Common Feature availability issues that competitors have and customers may be used to"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118171)

JS

Josephine S.

Assistant Manager

> "Quite a few features were not yet available and I still feel like I am looking at the very beginnings of what will be a great product in a two or three years time...."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118322)

DY

Dohyun Y.

Counsellor

> "Customer service is not very responsive at times, and I would like the A.I. tools to be expanded more."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116580)

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

## User interface

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

4.52 (205)

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

4.43 (859)

## 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

25/50

-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Scheduler
-   Appointment Scheduling
-   Calendar Management
-   Charting
-   Chat/Messaging
-   Claims Management
-   Client Database
-   Coding Assistance
-   Compliance
-   Compliance Tracking
-   Confirmations/Reminders
-   Customizable Reports
-   Customizable Templates
-   Data Security
-   Documentation
-   Document Management
-   Electronic Payments
-   Electronic Signature
-   Email Marketing
-   Employee Management
-   EMR/EHR
-   E-Prescribing
-   E-Prescription
-   For Group Therapy
-   For Substance Abuse Therapy
-   Generative AI
-   HIPAA Compliance
-   HIPAA Compliant
-   Income/Expense Tracking
-   Initial Assessments
-   Insurance Management
-   Interoperability
-   Invoice Management
-   Lab Integration
-   Medical Billing
-   Medication Management
-   Mobile Access
-   Multi-Location
-   Online Booking
-   Outcome Assessment Tools
-   Patient Intake
-   Patient Portal
-   Patient Records
-   Payment Processing
-   Practice Management
-   Progress Tracking
-   Reporting/Analytics

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

Carepatron

Top features

29/50

-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Scheduler
-   Appointment Scheduling
-   Calendar Management
-   Charting
-   Chat/Messaging
-   Claims Management
-   Client Database
-   Coding Assistance
-   Compliance
-   Compliance Tracking
-   Confirmations/Reminders
-   Customizable Reports
-   Customizable Templates
-   Data Security
-   Documentation
-   Document Management
-   Electronic Payments
-   Electronic Signature
-   Email Marketing
-   Employee Management
-   EMR/EHR
-   E-Prescribing
-   E-Prescription
-   For Group Therapy
-   For Substance Abuse Therapy
-   Generative AI
-   HIPAA Compliance
-   HIPAA Compliant
-   Income/Expense Tracking
-   Initial Assessments
-   Insurance Management
-   Interoperability
-   Invoice Management
-   Lab Integration
-   Medical Billing
-   Medication Management
-   Mobile Access
-   Multi-Location
-   Online Booking
-   Outcome Assessment Tools
-   Patient Intake
-   Patient Portal
-   Patient Records
-   Payment Processing
-   Practice Management
-   Progress Tracking
-   Reporting/Analytics

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

### Recognition

No recognitions have been awarded to BestNotes

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

### 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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