# Carepatron Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Carepatron Software - reviews, pricing plans, popular comparisons to other Mental Health products and more.

Source: https://www.capterra.com/p/195467/Care-Patron

---

# 

 Carepatron Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 15, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Carepatron

## What is Carepatron?

Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the people they serve. Whether you’re a solo practitioner or part of a team, Carepatron helps you run your practice seamlessly with online booking, health records, tasks, notes, chat, video, AI, and more—all in one place. With easy customization in just a few clicks, Carepatron empowers practices of every size to deliver services more efficiently, save time, and achieve better outcomes.

## What is Carepatron used for?

[Mental Health](https://www.capterra.com/mental-health-software/)[Appointment Scheduling](https://www.capterra.com/appointment-scheduling-software/)[Electronic Medical Records](https://www.capterra.com/electronic-medical-records-software/)

Top alternative

Featured

Overall rating

Based on 851 user reviews

Reviews sentiment

Positive

90%

Neutral

8%

Negative

2%

Pros & cons

Streamlined usability for tasks

Intuitive and integrated interface

Frequent technical glitches encountered

Starting price

$23

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for Carepatron?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.carepatron.com/&name=Carepatron)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Carepatron

4.4 (851)

VS.

[4.6 (2,823)](https://www.capterra.com/p/130710/SimplePractice/reviews/)

Starting Price

$23

Flat Rate

Starting Price

$49

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (851)

Ease Of Use

4.4 (526)

Value For Money

4.6 (779)

Value For Money

4.3 (407)

Customer Service

4.5 (756)

Customer Service

4.4 (481)

## Carepatron alternatives

[4.4 (1,030)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/)

Starting price

$29.00

Per User, Per Month

[4.7 (829)](https://www.capterra.com/p/124769/CounSol-com/reviews/)

Starting price

$49.95

Per User, Per Month

Highest Rated

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

Starting price

$54.00

Per User, Per Month

[4.7 (958)](https://www.capterra.com/p/118981/TherapyNotes-com/reviews/)

Starting price

$59.00

Per User, Per Month

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

## Who uses Carepatron?

Based on Capterra reviews from the past year

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Streamlined usability for tasks

96% positive reviews out of 99

Most reviewers indicate ease of use allows quick task management, organization, and efficient business operations.

Ka L

Director, 1 employee.

"I appreciate how Carepatron has made it easy for me to manage my tasks efficiently and stay organized."

Frequent technical glitches encountered

48% negative reviews out of 56

Some users report bugs, system glitches, and slow performance disrupt workflow and require inconvenient workarounds.

Luis B

Psychologist, 1 employee.

"The tool has a good proposal, but it's very buggy and the support is very slow to resolve the issues raised."

Intuitive and integrated interface

96% positive reviews out of 54

Most users comment the user interface is intuitive, visually clear, and integrates essential tools for daily work.

Kymmberlee C

CEO, 1 employee.

"What I liked most is the way Carepatron seamlessly integrated everything (and I mean everything) you could ever need into an interface that is just so user friendly."

Effortless system navigation experience

95% positive reviews out of 40

Most users report navigation is straightforward, making it easy to locate features and complete tasks.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

HIPAA Compliant

4.8 (440)

89.77% of 440 reviewers that rated this feature as important or highly important

Carepatron offers robust HIPAA compliance, giving you confidence that client data stays secure and private. Reviewers appreciate the platform’s clear privacy safeguards, legal compliance, and the trust it builds with clients handling sensitive health information.

Document Management

4.4 (358)

90.78% of 358 reviewers that rated this feature as important or highly important

Carepatron helps you keep all client documents organized, secure, and easily accessible. Reviewers appreciate customizable templates, straightforward uploading, and HIPAA-compliant storage, though some mention a desire for more streamlined templates and easier sharing.

Confirmations/Reminders

4.5 (332)

88.55% of 332 reviewers that rated this feature as important or highly important

With automated confirmations and reminders, you help clients remember appointments and reduce no-shows. Users think customizable email and SMS reminders are valuable, though some wish for more message editing options and occasional improvements in reliability.

Appointment Scheduling

4.6 (328)

88.11% of 328 reviewers that rated this feature as important or highly important

You get easy-to-use appointment scheduling that integrates with calendars and supports online booking. Reviewers indicate it’s intuitive and convenient for both staff and clients, but some wish for improved client self-scheduling and fewer glitches.

Charting

4.4 (173)

76.30% of 173 reviewers that rated this feature as important or highly important

This capability lets you efficiently create, customize, and manage notes and templates for client records. Some users say charting is easy and time-saving, while others wish for more automation, dedicated documentation spaces, and improved template options.

Calendar Management

4.5 (341)

89.15% of 341 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

Carepatron 115 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

You get easy-to-use appointment scheduling that integrates with calendars and supports online booking. Reviewers indicate it’s intuitive and convenient for both staff and clients, but some wish for improved client self-scheduling and fewer glitches.

Creation, administration, and evaluation of assessments or tests

Automatically create schedules based on business needs or employee availability and qualifications

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Manage the treatment plan and coordination between care providers and patients with special health care needs

Access and track notes regarding case activities and updates within case files

This capability lets you efficiently create, customize, and manage notes and templates for client records. Some users say charting is easy and time-saving, while others wish for more automation, dedicated documentation spaces, and improved template options.

Communicate using direct chat or messages within the system

Process of submitting and following up on claims with insurance companies

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Any form of examination or diagnosis performed for the purpose of medical treatment.

Record and organize clinical notes and progress notes for each patient after interaction with a physician

Automatically generates E/M codes based on information collected during patient charting

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

With automated confirmations and reminders, you help clients remember appointments and reduce no-shows. Users think customizable email and SMS reminders are valuable, though some wish for more message editing options and occasional improvements in reliability.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Accept and process credit card transactions

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Protect sensitive data for digital privacy

Tools that provide relevant information at specific times to support judgments and courses of action

Carepatron helps you keep all client documents organized, secure, and easily accessible. Reviewers appreciate customizable templates, straightforward uploading, and HIPAA-compliant storage, though some mention a desire for more streamlined templates and easier sharing.

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Electronically collect payments for goods or services

Digitally sign online documents

Reminders sent via email

Create and securely store digital patient records

Plan an event's time and location

Plan events and/or activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Track and manage staff profiles, recruitment, schedules, productivity, career development and performance

Serves chiropractic practices

Software designed for the healthcare industry

Specifically for in-home care services

Specifically for long term care providers

Intended for medical use such as diagnosis, treatment, and consultation

Specifically for nursing homes

Designed for the use of occupational therapists

Designed specifically for physical therapy practices

Store, manage and track all forms in a centralized location

Carepatron offers robust HIPAA compliance, giving you confidence that client data stays secure and private. Reviewers appreciate the platform’s clear privacy safeguards, legal compliance, and the trust it builds with clients handling sensitive health information.

Manage the care, assistance, or services that take place in patient's home

Manage and track all disruptions and incidents

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Checking eligibility of patients for different insurance claims

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to chat online in real time

Meal and snack planning, scheduling and distribution

Manage billing and payments for a healthcare provider

Records of patients' medical history

Access to patient medication history data

Access software remotely via mobile devices

Notifications via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and support multiple locations

For practices with multiple providers

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Book meetings and appointments through a website or digital platform

Accept and process online payment transactions

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Allows medical providers to engage patients in a variety of ways to ensure their health.

Patients can register for appointments in advance online

Managing and tracking patient health, progress, communication, and treatment plans

Online portal where patients can access information such as health records, treatment plants, etc.

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Book and manage patient appointments and follow-ups

Accept, record, and reconcile financial transactions

Track and organize physician schedules and pertinent information

Manage physician availability and schedules

System of devices or tools that help perform, test and capture patients' diagnostics in real-time

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Document and report the progress of ongoing projects

Reporting on how each user, task or process has advanced since its initiation

Active reporting of data and metrics

Ability to record, store, update, and retrieve information

Schedule repeating appointments based on a duration of time

Timed notification for any upcoming task, deadline, appointment, or activity

Remotely create and access treatment plans tailored to individual patients based on symptoms

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Manage the rescheduling of appointments

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan availability and assign specific time slots for tasks and resources

Online portal through which end users can access the system, manage tasks, or obtain information

Send messages via SMS

Reminders sent via SMS/text message

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Tools to help therapists document, record, and recall patient encounters

Set up connections to third-party platforms to improve business processes

Create treatment plans that document interventions and outcomes to track patient progress

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Connect with meeting participants remotely over video

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.3 (851)

4.3

Based on 851 reviews

## Pricing

Value for money

4.6 (779)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/195467/Care-Patron/pricing/)

Free

$0.00

It includes:

-   Telehealth
-   1 GB Storage
-   Client Portal
-   Automated Billing & Payments
-   Live Support

Essential

$23.00

Per User,Per Month

It includes:

-   Automatic Reminders
-   Two-Way Calendar Sync
-   Video Waiting Room
-   Template Import
-   Priority Support
-   5k Tasks
-   Shortcuts

Plus

$31.00

Per User,Per Month

It includes:

-   Unlimited AI Credits
-   Unlimited Storage
-   Unlimited Tasks
-   Group Scheduling
-   Group Video Calls
-   Shared Inbox
-   Custom Branding
-   Mobile App

Advanced

$36.00

Per User,Per Month

It includes:

-   Manage User Roles & Permissions
-   90 Day Data Retention
-   White Labeling
-   Google Analytics
-   Account Manager
-   Data Import
-   Customer Success Manager
-   Billing and Payments

Value for money

4.6 (779)

4.6

Based on 779 reviews

## Integrations

[

Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Wave](https://www.capterra.com/p/178021/Wave-Apps/)

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.

## Support, customer service and training options

Customer Service

4.5 (756)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (756)

4.5

Based on 756 reviews

## User reviews

Overall rating

4.4

Based on 851 reviews

Filter by rating

5(484)

4(279)

3(71)

2(10)

1(7)

Mentioned topic

Sorted by most recent

JM

Jessica M.

Board Certified Behavior Analyst

Mental Health Care

### "Amazing platform for my small practice"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 15, 2026

I am very happy use Carepatron and recommend it to other providers frequently. For my small practice, it is just what I need.

Pros

The platform is easy to use for me and for my clients and the price for what it offers seems unbeatable. The chat support feature usually answers my question. Scheduling appointments is easy and I like that it gives my clients text and email reminders. I also really appreciate how it streamlines intakes, session notes, and billing. The AI features and video call feature are also very useful.

Cons

Carepatron is missing some features that would make it a perfect all-in-one resource, including expense tracking and creating end of year reports on total income and broken down by clients.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reasons for choosing Carepatron

Price, ease of use, features included in the platform

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RS

Rosa S.

Executive Director

Mental Health Care

### "Could be better "

1.0

Overall Rating

1.0

1.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

April 14, 2026

No the happiest with the service. If I had more assistance in onboarding the system I’d have a better chance at getting paid

Pros

I was intrigued by the option to have an account for free to be able to upgrade by choosing services we actually need.

Cons

The fact that I have been active for over a year and not even one claim has been paid. I have inquired about it multiple times and no answer yet. Not being able to get claims paid has hurt our business.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SD

Stefan D.

Family therapist

Mental Health Care

### "Awesome platform "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

April 13, 2026

The emails prior to sessions are a great help with being prepared at my sessions. This platform is easy to use and to make changes on an ongoing basis.

Cons

I found it challenging to sink to my Google Calendar. I still haven’t found out how to do this.i have tried countless times to reach tech support and no one can help me with this.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 15, 2026

Hi Stefan, thank you for taking the time to leave a review! This is noted, and we'll check in with the support team so we can learn more about your concern. Thanks for choosing Carepatron!

CR

Chel'sea R.

Owner

Mental Health Care

### "Almost..I almost loved it"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

April 10, 2026

It was fine. I wish it provided more support and guidance. I wanted to truly love it and continue using it.

Pros

The price. That's why I chose this company. They provided a few tiers which was helpful in for my small practice.

Cons

There was not a lot of support or guidance regarding billing. I expressed when starting that it would be something I was interested in.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 15, 2026

Hi Chel'sea, thank you for taking the time to leave a review! These concerns are noted. If you need support, please reach out to our team through the Help button in your workspace. Thanks for choosing Carepatron!

IK

Inge K.

Counsellor

Mental Health Care

### "Great alternative to more expensive platforms. "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 9, 2026

Overall very happy with this product and service. I’ve recommended it to others as an alternative to more expensive options, especially for practitioners with smaller practices, like myself.

Pros

Customizability: I love that I can include my logo and customize the look of invoices, templates etc. The introductory free trial was very helpful to get to know the product and get started with it. The introductory year pricing was totally worth it. The ongoing price (year two) is decent, especially compared to other more well known platforms. I appreciate the built in video conferencing feature. It works well. Customer service was helpful and responsive when I needed it.

Cons

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 it’s sometimes hard to shift things around in sections (so you have to delete the whole section and start again if the order isn’t right… but maybe I’m doing something wrong here). Although PIPEDA compliant, I would prefer if the data was stored in Canada, and I wish the PIPEDA compliance was a bit clearer on the website. I do wish the video conferencing had a “whiteboard”.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 14, 2026

Hi Inge, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron!

SS

Sarah S.

Mental Health and Substance Use counselor

Hospital & Health Care

### "You will love Carepatr on! Give them a try. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 9, 2026

Using Carepatron has made my life so much easier. With all the benefits that come with Carepatron, and their affordability is truly amazing. It is so easy to add new patients, schedule virtual appointments, submit billing claims. And I love their AI feature. I can customize my own templates and email them to my clients. With the all in one platform, I never have to toggle back and forth between different apps. I have tried other EHR systems, but ALWAYS came back to Carepatron, because no other platform has been able to provide everything that Carepatron does, along with their stellar customer service.

Pros

I absolutely love Carepatron. They offer a very generous free tier, which includes HIPPA compliant telehealth. Their website is super user friendly. They also provide other packages, and add on services, all at great affordable prices. Carepatron combines EHR, practice management, billing, and AI tools that can record telehealth sessions and automatically generates clinical notes. Flexible scheduling and a patient portal. You can also customize your own note templates. I have received Stellar customer service when needed. It truly is unbelievable everything you get with Carepatron and how affordable they are. I highly recommend you give them a try. You will not be disappointed!!

Cons

I can't think of anything I don't like about Carepatron. And I have even tried other systems and none of them were quite like Carepatron.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 14, 2026

Hi Sarah, thank you for taking the time to leave a review and for the kind words! It means a lot to the whole team. Thanks for choosing Carepatron!

MB

Martha B.

Psychotherapist

Mental Health Care

### "Easy tool for newbies"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 9, 2026

Overall positive, I recommend it particularly for new practitioners. It can improve but I believe it is a good starting point.

Pros

Easy to use, you get a good tool for the money you invest. Customer service is responsive, sometimes I see some technical bugs but very quickly they are fixed I think it is a good and lean interface in comparison to others I tried before

Cons

It would be nice to have a reporting section to analyze some data or to get there is not so clear For virtual sessions a waiting room would be great

Alternatives considered

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

[Cliniko](https://www.capterra.com/p/180878/Cliniko/)

Reasons for choosing Carepatron

Cost and interface were the dealbreakers

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 14, 2026

Hi Martha, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron!

LM

Lisa M.

CEO

Mental Health Care

### "Great value"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

April 8, 2026

Overall, I have enjoyed the use of Carepatron in my practice. The scheduling appointments and generating claims are easy to use.

Pros

Carepatron is the most cost effective for my practice. I utilize it more just for the billing aspect to file claims. I have not utilized customer support as the support questions and videos have been sufficient for any questions.

Cons

I have found it tough to navigate with the documents so I have an alternative system to utilize. With the use of everyone adding documents to the library, I found it confusing. In addition, it would be helpful for assessments to be scored.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 13, 2026

Hi Lisa, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron!

NN

Natalie N.

Licensed Clinical Social Work

Mental Health Care

### "Works for starting out but not competitive to the major therapy platforms"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

2.0

2.0

Likelihood to Recommend

4/10

April 7, 2026

The program is a great price if you're starting out your private practice. However, it lacks some of the key functionality that a private practice needs to run effectively and efficiently. If you are starting a private practice and only working a day or two a week, it is manageable, but if you do this full time or run a group practice, some functionality of the platform needs to make some big improvements before it seems like a viable competitor to Simple Practice or Therapy Notes.

Pros

Moving my client documents and files over from another platform was fairly easy. I also like how the platform has it's own video conferencing option. It is a good price, but there are definite things I would like to see changed.

Cons

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 details, like phone number, date of birth, etc. It also doesn't have a great homepage. I wish it had a place where it indicated you have notes that are drafts or are not yet complete. It also doesn't have reminders that you need to complete something or update a treatment plan. The templates that are within the program also need some work or don't automatically calculate a score (like the PHQ-9).

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

They were increasing their pricing and didn't have video conferencing options.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)

Reasons for choosing Carepatron

It seemed more affordable and had video conferencing options

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 13, 2026

Hi Natalie, thank you for the honest and detailed feedback. Your specific points on auto-populating client details from intake, draft note indicators, treatment plan reminders, and assessment scoring (like PHQ-9) are exactly the kind of input that helps us prioritize, and we've shared all of it with our product team. We appreciate you sticking with us and taking the time to lay this out.

MP

Marlo P.

Therapist

Mental Health Care

### "Carepatron Review"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

April 6, 2026

My overall experience has been satisfactory. I feel like I get a good number of resources for the money I am paying for the platform. I appreciate that.

Pros

I like the price of the services and what is offered with the price. I also really appreciate the transcribed sessions and AI generated note taker. That feature is most helpful for saving time with my practice.

Cons

The system is not as user friendly as I would like. Logging on from the internet is not always easy. Also sending out assessments through the patient portal is not user friendly. Interacting with the patients through the portal should be more accessible. Changing and scheduling appointments is not user friendly.

Switched from

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Pricing and features. Ai note taker and other features sold me.

Alternatives considered

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reasons for choosing Carepatron

Pricing and features available. Ai note taker and billing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 13, 2026

Hi Marlo, glad the AI note taker and transcription have been saving you time. We've noted your feedback on the patient portal, assessment delivery, and scheduling usability, and have shared it with our product team. Thank you for the honest review!

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

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