# Compare CollaborateMD vs Carepatron 2026 | Capterra > Unsure of what to choose? Check Capterra to compare CollaborateMD and Carepatron based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/81299-195467/CollaborateMD-PMS-vs-Care-Patron --- # CollaborateMD vs Carepatron Features and Cost Comparison Last updated April 15th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: CollaborateMDCarepatron2/4 selected [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.1 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) [## CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.1 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) Starting Price $235.00/month Value-for-Money 4 Functionality 4 Ease of Use 4.1 Customer Service 3.8 Reviews Sentiment JV MR Based on [113 reviews](#user-reviews) Positive 88 Neutral 5 Negative 20 [## Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) Starting Price Contact vendor Value-for-Money 4.6 Functionality 4.3 Ease of Use 4.5 Customer Service 4.5 Reviews Sentiment LM SG Based on [858 reviews](#user-reviews) Positive 768 Neutral 72 Negative 18 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. Highest Rated ### Zanda 4.6 (204) * * * Starting Price $19.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 96% of reviewers rated it above 4 stars * * * ### NextGen Office 4.0 (1,280) * * * Starting Price $300.00 Free Trial Free Version * * * User rating 79% of reviewers rated it above 4 stars * * * ### Valant EHR Suite 4.2 (338) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 79% of reviewers rated it above 4 stars * * * ### Waystar 4.4 (207) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 90% of reviewers rated it above 4 stars * * * ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 1,912 reviews from medical billing 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 71%Fit Missing features Feature ratings HIPAA Compliant 4.7 Charting NA Billing & Invoicing 4.4 Claims Management 4.2 Appointment Management 4.4 86%Fit High performer Feature ratings HIPAA Compliant 4.8 Charting 4.4 Billing & Invoicing 4.5 Claims Management 4.3 Appointment Management 4.6 User satisfaction User satisfaction 4.1 User reviews[113](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) Ease of use 4.1 Functionality 4.0 Value for money 4.0 Customer support 3.8 User satisfaction 4.4 User reviews[858](https://www.capterra.com/p/195467/Care-Patron/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.6 Customer support 4.5 Price starts from Price starts from $235Other, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for CollaborateMD’s easy to learn practice management and medical billing software is designed for medical practices and medical billing companies of any size or specialty. 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 JV JUDITH V. OWNER > "CollaborateMD offers a user-friendly interface that makes navigating billing and claim management..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7024628) TB Traci B. Owner Billing Manager Administrator > "They need to have more than one option for this feature. Because you use Global Payments and..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020471) MR Monet R. Physician Billing Manager > "The reporting features are a big plus, I really like being able to create our own reports." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7027486) MK Mikey K. Billing Manager > "They are extremely hard to work with, they over sale you on the capabilities of the system, and..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7098816) PY Paul Y. Administrator > "The system is efficient and easy to use for claims processing and payment processing. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020177) JV JUDITH V. OWNER > "Customizing reports can sometimes be time-consuming, and claim scrubbing rules occasionally..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7024628) JD Jennifer D. Billing > "I am able to get help when needed and my staff is able to navigate well through the system." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341466) BW Bethany W. Billing and Coding Coordinator > "The "statement batch print" search features do not function properly when a mix of electronic and..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341933) BS Brandi S. Co-Owner > "I also like that you can view the patient account from many different areas." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341464) LS Lindsey S. Owner > "There are so many errors still happening and I need proper assistance to make sure things are..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6826009) JA Jazmine A. Billing Office Manager > "We love CollaborateMD's customizable reporting." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020186) KB Kern B. Owner > "Terrible, no help for set up, trying to get you as a physician to call and interact with billing..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6695320) PY Paul Y. Administrator > "The integration with our EMR is excellent. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020177) JL Julian L. Administrator > "We signed up 10 years ago, if I get to redo, hell no in picking CollaborateMD. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___7078461) RS Rebecca S. Office ManagerBiller > "Good but could certainly improve their customer services and timely response to issues when help..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6351662) BS Brandi S. Co-Owner > "Another major issue I have is the pricing model. Why is everything nickel and dimed to death for a..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341464) LS Lindsey S. Owner > "The system may be great once I get it set up to work like it needs too." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6826009) AZ Ashley Z. President > "Some pieces are missing for laboratory billing like client billing and invoicing." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6394473) KF Korvan F. Medical Biller > "I most liked the ease of use, the flexibility in functionality, the integration with our EMR, and..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6344303) AC Annette C. Billing Manager > "There was a problem with an ERA last week and I cannot settle the claim because he didn't know how..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346) KG KATHLENA G. OFFICE MANAGER > "I LIKE THAT IT HELPS ME WITH DEALING WITH INSURANCE CLAIMS" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341510) AC Annette C. Billing Manager > "I really do not think my trainer has ever entered a claim so they really can't see what I see and..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346) SG Sherlynn G. Clinic Manager > "Overall it has been a very good experience and it is way better than the old system our office..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822239) JL Julian L. Administrator > "They DO NOT have the heart to help you although they take the fees. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___7078461) RM Regine M. Director > "The customer service is also very knowledgeable and helpful." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7018911) TB Traci B. Owner Billing Manager Administrator > "I am not impressed with the lack of knowledge of the support staff, especially since the sale of..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020471) JC Joey C. Operations > "The integration with our EHR is the most important part by far." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6340034) MR Margo R. Medical biller > "I think there may be a little too much on the tabs-" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822197) SG Sherlynn G. Clinic Manager > "It makes my job way easier than before." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822239) AC Annette C. Billing Manager > "I cannot get anyone to answer my emails. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346) SA Sandy A. doctor > "Customer support is excellent and it always there if you have any questions. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7022352) LS Lindsey S. Owner > "The setup process has been a disaster." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6826009) SG Sherlynn G. Clinic Manager > "I really enjoy the chat feature." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822239) OE OLGA E. MD > "not being able to use all the features for the price we paid" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341711) JD Jennifer D. Billing > "I like the ease of navigating through the software and the record keeping." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341466) AC Annette C. Billing Manager > "My business is in limbo. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6821346) KF Korvan F. Medical Biller > "By the time training was complete, I was fully equipped to work with CollaborateMD." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6344303) DV Doreen V. Director of Finance > "We have not yet experienced any cons, therefore do not have any items to report being liked least." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341776) JB Jessica B. Executive Director > "Its easy to use and provides all the information needed for our team." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6340404) CA Cyndi A. Office Manager > "No genuine concern for their clients whatsoever." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6405295) OE OLGA E. MD > "In general, so far we are very happy, we like the learning center because we can use it any time..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341711) AW Andrea W. Medical Billing Manager > "A little tedious to use." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341785) BS Brandi S. Co-Owner > "Overall there are good things about CMD, but honestly if I had it to do over, I would not have..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6341464) TP Tracy P. Owner > "Seems expensive" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6342022) MR Margo R. Medical biller > "Excellent customer service." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822197) MP Molly P. Co-owner > "It used to be really hard to talk to someone, but that has changed recently. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___6009042) MR Margo R. Medical biller > "The training was phenomenal." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6822197) RB Russell B. Physician > "We are now being charge a $250 penalty per month because their own clearinghouse hasn't done its..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845) TB Traci B. Owner Billing Manager Administrator > "It has been pretty easy to use since I first started using it in 2011. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___7020471) RB Russell B. Physician > "The clearinghouse does not even support Medicare Advantage and Medicaid products in our state. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845) MP Molly P. Co-owner > "There are some features that allow me to view claims more easily, but that's it." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___6009042) RB Russell B. Physician > "Likewise, an eligibility check doesn't go through and you must do it again. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845) MF Megan F. Executive Director > "Functionality for the money is good." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6342918) MW Max W. Physician/owner > "It was nearly impossible to get someone on the phone if there was an issue. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___4599962) TP Tracy P. Owner > "Easy to use once you understand it" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6342022) MW Max W. Physician/owner > "I've sent over $30,000 to this company over the past decade and was treated horribly in the end. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___4599962) LH Latosha H. Certified Surgical First Assist > "Very affordable and the software is easy to navigate." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___6338487) RB Russell B. Physician > "ZERO and I mean ZERO customer service when things go wrong. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845) AB Alexandra B. medical biller > "It is easy to use and the custom reports are so helpful and easy to use." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___4837301) NB Natalia B. Practice Manager > "The feature to run reports is not easy to understand" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3731392) EC Erin C. Owner > "I also love that you can customize reports and export them into formats that can be edited for..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2923938) SL Samantha L. Business Analyst > "Also it is not possible to use CMD reminders just on certain providers, you have to do them all. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2924129) RB Russell B. Physician > "The program is easy to use and provides full reporting capabilities. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___4660845) GD Geoffrey D. CEO > "No way of storing encrypted credit cards." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3383620) SS SLOAN S. OFFICE MANAGER > "I liked most that in scheduling/calendar area you could at a very quick glance differentiate..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2845659) SL Sheryl L. Owner practice manager > "Not user friendly." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3614274) PS Patricia S. Accountant > "Can easily create any custom report wanted." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2923990) LF Leah F. Billing Supervisor > "Claims showing on rejection report that weren’t actually rejected" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2929714) SS SLOAN S. OFFICE MANAGER > "The scheduling platform that Collaborate offered was very user friendly and offered a lot of..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2845659) GG Gary G. physician > "CollaborateMD has become the biggest problem in running my practice." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#SoftwareAdvice___3335085) NB Natalia B. Practice Manager > "Easy to use in the most common functions." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3731392) SL Samantha L. Business Analyst > "So we cannot take advantage of this feature the way we would like to." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2924129) Vishal P. Senior AR Associate > "Simple and excellent." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___3799102) AS Abigail S. Coding Specialist > "The fact that it freezes a lot and takes a while for it to start working again. " [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2410047) SS SLOAN S. OFFICE MANAGER > "Initially when I started using this program I was new to everything and had never even done..." [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2845659) JN JENIFER N. ADMIN > "LIKE THE CODE WERE ENTERED WRONG" [See full review](https://www.capterra.com/p/81299/CollaborateMD-PMS/#Capterra___2924218) [View Reviews](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) LM Logan M. Clinic Director > "Carepatron makes it easy for us to deliver high quality assessment, counselling, and therapy services by automating the bulk of admin, from schedule and appointment management to..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117936) MT Megan T. Owner > "Automatic return to weekly calendar (no matter the setting), when scheduling clients - it seems as there are a lot of selections to click before confirmation, and creating a document..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115354) SG Shea G. Counselor > "CarePatron allows me to securely store notes, schedule appointments, manage private pay patient fee collection, and more, from a single platform that's mostly intuitive to use." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118585) IK Inge K. Counsellor > "Not as intuitive as the leading platform in Canada when it comes to setting up how clients view calendar availability/scheduling, but I’m still learning this. When creating templates..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7127463) VS VANESSA S. CEO > "The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115325) JC Jo C. Practice Manager > "there is no capacity to alter introductory letter (to use local language greetings etc) unless through workflow...but workflow doesn't allow different intake options so again, it has..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115840) JC Jennifer C. Independent Contractor > "It is a money saver and over all it is good for note taking, the ability for my clients to book easily, it creates unique codes to meet for each session." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338) NM Nushka M. Clinical Psychologist > "The video-call platform needs serious fixes - 70% of the time I can't see clients waiting in the room, or they have troubles being let in the call, this is a waste of clinical time..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117923) GH Gillian H. Founder and Program Director > "CarePatron offers unusually strong value for clinicians by combining scheduling, documentation, telehealth, billing, and secure client communication into a single, streamlined..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117340) NN Natalie N. Licensed Clinical Social Work > "Carepatron doesn't feel like a program that was created for therapists to use. When a client or potential client fills out paperwork, it doesn't automatically update personal..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7126038) DW Daniel W. Owner > "It offers a user-friendly interface, streamlined workflows, and practical tools that make managing clients, notes, and scheduling far more efficient." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120359) AS Amanda S. Pediatric Occupational Therapist > "Additionally, the signature feature could be improved—it does not save my signature, so I have to re-enter it for each client, which becomes repetitive and time-consuming." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161) LG LUDIVINA G. Administrator > "I truly enjoy Carepatron and it essentially has really helped my agency to keep records of clients in one place and it allows clients to log in as well and keep up with their care." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120415) MM Moises M. Speech therapist > "Also my calendar/appointments dont display my properly on the mobile app, when the appointments are displayed on my computer." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117865) BJ Barry J. Therapist > "Scheduling & Reminders – Built-in scheduling features with automated text and email reminders help reduce no-shows and keep your calendar organized." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118034) KB Kate B. Clinical Psychologist > "Also that there's no way to automate scoring of questionnaires, and some automated reminders cannot be modified as far as I can tell." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122465) CH Caroline H. Psychotherapist > "Also, the ability to use the mobile or desktop option makes it more desirable, as well as the opportunity to be able to sync your Carepatron calendar to your Google calendar." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) JC Jennifer C. Independent Contractor > "I work in a group practice and it doesn't have the technology to say book with me directly, which can be confusing for clients, who then find themselves booked with other clinicians..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338) TH Tina H. SLP > "I’ve had a good enough experience that I’ve already referred two colleagues to start using it as well, which speaks to the value I see in the platform. While there are still areas..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159) TW Taylor W. Owner and President > "I wish there was a an option to hold a virtual appointment with a window to take notes at the same time versus opening another tab which can cause some issues." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121623) KV Krishna V. Owner and founder > "I also find myself having to regularly clear cookies and cache to keep things running smoothly, and even then, I occasionally encounter errors like “something isn’t right.” Despite..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115311) KC Kathleen C. Counsellor > "it maybe asks them to log in when they click on the carepatron video link so sometimes i have to switch to google meet to accomodate them, but i don't experience their side of things..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117882) AD Amy D. Genetic Counselor > "I really enjoy the flexibility and customization abilities for setting up different services and availability, and my clients have had good booking experiences as a result." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122369) TT Teresa T. Licensed Professional Counselor > "I dont like that all my emails appear there rather than just e ails from clients forcing me to either have no link to email or a paid version due to volume of spam email i receive. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115374) JC Jessica C. Clinician > "There are a large number of forms, assessments, templates, etc, that are easy to customize for my practice. Or I can easily upload my own forms, which Carepatron formats for me. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668) SB Sabrina B. CCS Administrator > "At this time, we do not need features like billing or appointment reminders, so the cost feels high relative to our needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117871) JG Jesus G. Case worker > "I like how it makes scheduling simple, and all the worksheets and different forms it has; they help me handle my patients more effectively and with ease." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621) AF Aaron F. APRN > "Unable to auto bill When on a support call, the person was unfamiliar with how to set up the e-prescribe system or if it was capable to prescribe compounding medication." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124585) CH Caroline H. Psychotherapist > "Another invaluable feature is the possibility to transcribe client notes which can be stored chronologically on the system." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) TD Tanya D. Mental health, counselling, psychotherapy > "One limitation is the lack of real-time support—assistance is primarily handled through email, which can be inconvenient when something urgent comes up." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115720) DH Diana H. supervisor > "It makes appointment scheduling, reminders, and patient record management simple and efficient, helping streamline daily operations." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120899) VR Verified Reviewer Owner and Clinician > "The 1 GB free account is misrepresented. Once you hit the 1 GB you lose access to EVERYTHING unless you pay for the upgrade." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7141570) AS Amanda S. Pediatric Occupational Therapist > "Sharing documents, sending intake forms, and keeping everything organized in one place has streamlined my workflow significantly." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161) RC Ruby C. Occupational Therapist Owner > "I also find it inconvenient that I have to create a separate profile for parents instead of having all relevant information under one unified family profile." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) AE Aly E. Owner > "The value for money is nice as there are templates for notes and paperwork, AI, video conferencing, and it's streamlined." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116691) NV Nadine V. Counsellor > "There is a lack of customisation with some of the workflow and there were some glitches depending on the browser as well." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7119006) RC Raechel C. CEO Marriage and Family Therapist > "I felt like the notes features, customizability and now having integrated insurance and Ai make CarePatron a top of the line platform." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116321) NL Nicole L. Physiotherapist > "For some reason, the method of sending out fillable intake forms for patients to complete doesn't seem to work smoothly." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401) JC Jessica C. Clinician > "The best feature is the AI assistant - I can get answers to any questions in real time, and the answers are detailed and easy to follow to fix whatever issue I am stuck on. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668) DK Donna K. Physical Therapist > "Constantly needs refreshing to be updated and does not indicate if no longer saving (so sometimes causes changes on notes not to be saved while updating." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115818) BA Brian A. Staff Counselor > "Having a quick and easy way to access these materials for clients has made my job much easier. Plus the incredible talent of the community shines through with the ability to share..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117996) TH Tina H. SLP > "As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159) KH Kelly H. Licensed Therapist > "On my desktop, I have the app, so I don't have to worry about toggling between browsers/tabs when working on other things simultaneously, as it has it's own window and place on my..." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118163) ME Mary E. Therapist > "I also am not a big fan of the billing system mostly because there is not autopay feature and my clients have had trouble navigating it." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118133) AC Alli C. Occupational Therapist > "Being able to do HiPPA video calls, have clients manage their own appointments, and utilize transcribing/AI makes it totally worth the money." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609) PP Persefoni P. Psychologist > "cannot customize the messages to the clients: send invoices, reminders, etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115364) DE Danielle E. Therapist > "I enjoy the wide variety of client record templates and note templates that you can use and customize to your needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115332) MC Miriam C. Coach > "I am unable to send different forms for different services when a client books a service." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115751) SC Sam C. Music Therapist, Board-Certified > "overall, it is a great free option for EHR, combining tools together like zoom, calendars, and billing in one spot." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120170) NL Nicole L. Physiotherapist > "I can send the forms but there always seem to be some errors or miscommunication in how the patient can respond/input their data." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401) DP Devon P. Therapist > "It allows me to tailor the platform to my specific clinical needs without the overhead of more complex systems." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118765) CH Caroline H. Psychotherapist > "It also seems to require the page being refreshed quite frequently & clients reminders usually thought to be misrecognised as a likely scam." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069) JT Jaya T. administrator > "For the price, you get a surprising amount of functionality — documentation, scheduling, client management, and AI Scribe all in one place." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121909) SK Scott K. Speech Pathologist > "The only negatives would be the limited cloud storage and no automatic email reminders for appointments." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115297) NR Nicola R. Counsellor and Clinical Supervisor > "I am able to easily create templates for notes, electronic consent forms, emails etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115691) RC Ruby C. Occupational Therapist Owner > "The claims submission feature is not very user-friendly, which makes billing more cumbersome than it should be." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) JM Jessica M. Clinical Psychologist > "The booking system and reminders are automated and eliminate unnecessary admin work so I can focus more on the clinical work." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118995) RC Reyenne C. Speech-Language Pathologist > "There is still a lot that is unclear about how relationships work with this and what is best in the system (like using the same email, phone number, etc.)." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122647) HD Heather D. Psychotherapist > "I have also enjoyed that I can access Carepatron from my phone as that has been helpful to be able to manage my appointments and patient records." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115418) SB Samantha B. CEO, Therapist > "My practice lost money daily for missed sessions due to non working links and patients could never sign in." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120440) HW Hannah W. Speech Language Pathologist > "I really like that Carepatron is a one stop shop for all my needs including billing, documentation, scheduling, etc." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118017) AM Amy M. Mental Health Therapist > "I did not have good luck with the video platform and went back to using Doximity after comparing and contrasting with my clients we made this joint agreement." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116325) RU Roxana U. Therapist > "I like that CarePatron has a lot of templates to use and different features for types of services as well as how easy it is to send documents through the portals." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115377) KP Kassandra P. LMFT > "It was not functional for my therapy practice as you could not have a multiple client account for families or couples." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117893) JG Jesus G. Case worker > "Booking appointments is smooth, and it allows me to send reminders to my staff and clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621) FE Frieda E. Audiologist > "It's a shame I can't set up reminders automatically to be send out for customer birthdays and when it's flow up time." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115305) AF Alecia F. License Professional Counseling > "It provides a free library of forms that can be accessed and modified to tailor your own needs." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115590) MF Matt F. Owner and Practitioner > "I do wish I could organize my documentation and intake forms differently instead of the current work flow." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117885) JEB John-Eduard B. CEO > "The load of sending intake documents is relieved as well and I can download the documents from Carepatron to the clients' files." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120789) AC Alli C. Occupational Therapist > "I can't change the templates for emails that go out with invoices or appointments." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609) LT Libby T. PT Owner > "I enjoy the appointment reminders, the client relationship tags and the customizability of the templates. " [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115432) RC Ruby C. Occupational Therapist Owner > "few workflow limitations that make documentation and administrative tasks more time-consuming than they need to be." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231) EC Emily C. Counsellor > "There are some aspects, like the video call option and synching calendars that I haven't tried yet, but I think these will also be useful." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117962) ES Emily S. Therapist > "More concerning, we’ve experienced multiple outages—including during telehealth sessions—which is extremely frustrating and unprofessional when working with clients." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115436) HM Hannah M. Chief Clinical Officer > "I also appreciate the platform’s accessibility for both clinicians and clients, which supports engagement and reduces administrative burden." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121366) PD Patti D. Scheduling, intakes, invoicing and accepting payments > "The invoicing and accepting payments is not as clear as the app that we were previously using." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118028) KL Kai L. Youth Development Lead > "CarePatron is an excellent software that has made management, client engagement, and appointment reminders easier than ever before!" [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118759) EH Ella H. Speech therapist > "Some features that I have technical issues to make changes e.g., the visit signature." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115581) JG JUSTINE G. Counsellor > "I like the automated workflows such as client reminders and sending intake forms." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120358) HR Haley R. registrar > "It often made navigating the platform feel disjointed and slow, which disrupted my workflow." [See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7125411) [View Reviews](https://www.capterra.com/p/195467/Care-Patron/reviews/) ## User interface [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/) 4.06 (113) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/) 4.43 (858) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features CollaborateMD Top features 36/47 - Accounting - Activity Dashboard - AI Copilot - API - Appointment Management - Billing & Invoicing - Calendar Management - Charting - Claims Management - Claims Scrubbing - Code & Charge Entry - Compliance Tracking - Credit Card Processing - Customer Database - Customizable Dashboard - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Dunning Management - Electronic Payments - E-Prescribing - Financial Management - Forms Management - Generative AI - HIPAA Compliant - Historical Reporting - Insurance Eligibility Verification - Invoice History - Live Chat - Multi-Location - Online Intake Forms - PACS Integration - Payment Collection - Practice Management - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Records Management - Reminders - Remittance Advice - Reporting & Statistics - Revenue Management - Scheduling - Secure Data Storage - Self Service Portal - Workflow Management [See all features](https://www.capterra.com/p/81299/CollaborateMD-PMS/#features) Carepatron 27/47 - Accounting - Activity Dashboard - AI Copilot - API - Appointment Management - Billing & Invoicing - Calendar Management - Charting - Claims Management - Claims Scrubbing - Code & Charge Entry - Compliance Tracking - Credit Card Processing - Customer Database - Customizable Dashboard - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Dunning Management - Electronic Payments - E-Prescribing - Financial Management - Forms Management - Generative AI - HIPAA Compliant - Historical Reporting - Insurance Eligibility Verification - Invoice History - Live Chat - Multi-Location - Online Intake Forms - PACS Integration - Payment Collection - Practice Management - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Records Management - Reminders - Remittance Advice - Reporting & Statistics - Revenue Management - Scheduling - Secure Data Storage - Self Service Portal - Workflow Management [See all features](https://www.capterra.com/p/195467/Care-Patron/#features) ### Recognition CollaborateMD is recognized as a top-rated tool in 4 Capterra Shortlist reports Carepatron is recognized as a top-rated tool in 4 Capterra Shortlist reports ### Deployment & support CollaborateMD 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 CollaborateMD - By CollaborateMD - Located in United States - Founded in 1999 Carepatron - By Carepatron - Located in New Zealand - Founded in 2019 ## Popular Comparisons [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) vs [EZClaim](https://www.capterra.com/p/106348/EZClaim-Medical-Billing/)[4.52 (128)](https://www.capterra.com/p/106348/EZClaim-Medical-Billing/reviews/) $235/month Price $199/month 4.0 Features 4.4 4.1 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/81299-106348/CollaborateMD-PMS-vs-EZClaim-Medical-Billing) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [EHRYourWay](https://www.capterra.com/p/118789/EHR-YOUR-WAY/)[4.88 (528)](https://www.capterra.com/p/118789/EHR-YOUR-WAY/reviews/) $0 Price Contact vendor for pricing 4.3 Features 4.8 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/118789-195467/EHR-YOUR-WAY-vs-Care-Patron) [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) vs [Tebra](https://www.capterra.com/p/129169/Tebra/)[3.95 (1,365)](https://www.capterra.com/p/129169/Tebra/reviews/) $235/month Price Contact vendor for pricing 4.0 Features 3.8 4.1 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/81299-129169/CollaborateMD-PMS-vs-Tebra) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[4.56 (2,827)](https://www.capterra.com/p/130710/SimplePractice/reviews/) $0 Price $49/month 4.3 Features 4.3 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/130710-195467/SimplePractice-vs-Care-Patron) [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) vs [ModMed](https://www.capterra.com/p/124590/EMA/)[4.42 (365)](https://www.capterra.com/p/124590/EMA/reviews/) $235/month Price Contact vendor for pricing 4.0 Features 4.4 4.1 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/81299-124590/CollaborateMD-PMS-vs-EMA) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[4.37 (1,033)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) $0 Price $29/month 4.3 Features 4.1 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/130400-195467/TheraNest-Mental-Health-vs-Care-Patron) [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) vs [Jane](https://www.capterra.com/p/178984/Jane-App/)[4.79 (507)](https://www.capterra.com/p/178984/Jane-App/reviews/) $235/month Price $54/month 4.0 Features 4.6 4.1 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/81299-178984/CollaborateMD-PMS-vs-Jane-App) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [CounSol.com](https://www.capterra.com/p/124769/CounSol-com/)[4.73 (829)](https://www.capterra.com/p/124769/CounSol-com/reviews/) $0 Price $49.95/month 4.3 Features 4.5 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/124769-195467/CounSol-com-vs-Care-Patron) [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) vs [ChiroFusion](https://www.capterra.com/p/142407/ChiroFusion-Complete-Practice-Management/)[4.71 (589)](https://www.capterra.com/p/142407/ChiroFusion-Complete-Practice-Management/reviews/) $235/month Price $129/month 4.0 Features 4.5 4.1 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/81299-142407/CollaborateMD-PMS-vs-ChiroFusion-Complete-Practice-Management) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [Jane](https://www.capterra.com/p/178984/Jane-App/)[4.79 (507)](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) [CollaborateMD](https://www.capterra.com/p/81299/CollaborateMD-PMS/)[4.06 (113)](https://www.capterra.com/p/81299/CollaborateMD-PMS/reviews/) vs [Waystar](https://www.capterra.com/p/45512/ZirMed/)[4.44 (207)](https://www.capterra.com/p/45512/ZirMed/reviews/) $235/month Price Contact vendor for pricing 4.0 Features 4.4 4.1 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/45512-81299/ZirMed-vs-CollaborateMD-PMS) [Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.43 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/) vs [Alleva](https://www.capterra.com/p/180899/Alleva/)[4.47 (282)](https://www.capterra.com/p/180899/Alleva/reviews/) $0 Price Contact vendor for pricing 4.3 Features 4.4 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/180899-195467/Alleva-vs-Care-Patron)