# Carepatron Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Carepatron the right Mental Health solution for you? Explore 858 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/195467/Care-Patron/reviews --- Carepatron 4.4 (858) [View alternatives](https://www.capterra.com/p/195467/Care-Patron/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Carepatron Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews Intuitive and organized platform 93% positive reviews out of 215 Most reviewers indicate ease of use enables efficient navigation, streamlined workflows, and quick task management. Ka Yu L. Director, 1 employee. "I appreciate how Carepatron has made it easy for me to manage my tasks efficiently and stay organized." Client experience and support issues 41% negative reviews out of 153 Some reviewers indicate client support is slow, with recurring technical problems and inefficient communication impacting sessions. Nushka M. Clinical Psychologist, 1 employee. "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 and it's frustrating for clients." Smooth onboarding and learning 90% positive reviews out of 59 Most reviewers describe training and learning curve as manageable, with helpful resources and straightforward system adoption. Frequent bugs disrupt workflow 64% negative reviews out of 110 Most reviewers find bugs and issues cause interruptions, glitches, and frustration during essential tasks and client interactions. Moises M. Speech therapist, 51 - 200 employees. "It is WAY too buggy for me to rely on it, and me and my coworkers brought it up to management several times" Quick and simple setup process 90% positive reviews out of 29 Most reviewers report setup is straightforward, allowing them to get started and organized with minimal effort. Unreliable video conferencing functionality 49% negative reviews out of 53 Some reviewers report video conferencing is unstable, with frequent glitches, poor quality, and forced reliance on alternatives. Amy M. Mental Health Therapist, 1 employee. "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." ## Showing most helpful reviews Showing 1-25 of 858 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aaron L. Founder and CEO Renewables & Environment Used the software for: Less than 6 months ### "Carepatron: The Essential Tool for Modern Healthcare Management" March 31, 2026 5.0 My experience with Carepatron has been truly positive. It’s refreshing to find a platform that is designed with health professionals in mind, offering tools that genuinely make practice management easier. The way everything flows—from scheduling appointments to handling documentation—has made a significant difference for me, saving time and cutting down on stress. What I appreciate the most is the user-friendly interface. It’s sleek, modern, and doesn’t take long to get the hang of. On top of that, their customer support team is fantastic! They are always quick to respond and incredibly helpful, which makes me feel confident knowing I have support when I need it. Their commitment to helping healthcare providers focus on what really matters—patient care—is evident. I really see Carepatron as a partner in making practices successful, and I wholeheartedly recommend it to anyone looking to make their operations run more smoothly. It’s definitely a smart choice for today’s busy healthcare professionals! Pros I absolutely love how user-friendly and intuitive Carepatron is! It simplifies workflows and makes managing tasks so much easier. The platform is well-designed, efficient, and truly helps professionals focus on what matters most. Great job to the team behind it! 👏😊 Cons At myHerb, we believe that transparency and continuous improvement are key to delivering the best possible experience. If there’s something about Carepatron that didn’t meet your expectations, we’d love to hear more details so we can better understand how to address it. Your insights are invaluable in helping us grow and serve you better. 🌿 Review Source Response from Carepatron April 7, 2026 Hi Aaron, 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! BD Braxton D. Owner Mental Health Care Used the software for: Less than 6 months ### "Great for a side hustle, Just watch what you use at first if your not going all in. " March 20, 2026 4.0 I'd say the support was great at first but the guy wasn't there to help much with the actual useage of the products were and he did let me know that it would eat my memory up and I couldn't get it back. I was already into the program 3 days and was messing around with it so I was burning memory a lot. I would say I'm impressed with the ease of billing, ease of notes and the streamline ability after you put some work into it at first. I'm sure the AI would be nice too. I didn't use it. I'm glad there is an alternative to Therapy Notes and simple practice cuz those were way expensive for what I needed. Carepatron helps with what minimal needs I had. I'll stick with them for these side jobs. Pros Customization of the notes and intake forms. It takes a second to get used to it but I was able to figure out what I needed to do. Once you get what you're looking for, it streamlines fast. I love that there was support at the beginning from Carepatron. I also really liked that billing was integrated into this platform all in the free trial version. This helped with exactly what I was looking for. The cost for a month or anual costs you can't get mad at either. Storing cards and payment was great. Cons I feel the "free trial" was deceptive. You only have a certain amount of memory and you don't know what takes up the memory, its also impossible to see what is taking up memory because they start you out with all of the perks and no info about the memory you're taking up. sync email? memory, play around with forms? memory, etc. It felt like a "gotcha" I needed very small amounts of services for one client and I've burned throuhg 98% of my memory and I've done 6 sessions because I synced my email I wanted to ease into this process and feel it out. Their billing platform that runs cards has a HUGE expense. 6 dollars per transaction. I was figuring it would be about 3 as I've usually expeirenced on other platforms, but this one was a lot higher and I had to have a conversation with my client about this fee. I'm doing things differnetly becuase this is not my sole practice I'm doing some one off side work and need minimal services. I was hoping this would help and I could ease into it, but the "free use all the services" didn't let me learn what services were essential and which ones used the most memory. Still at the end of it all, it's cheap, it works, they have good support, and it did the job I needed. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Noteable](https://www.capterra.com/p/203725/Noteable/) Reason for choosing Carepatron Price and the ability to make and use other's intake paperwork. I didn't want to do a lot of admin work. Review Source Response from Carepatron March 31, 2026 Hi Braxton, thank you for taking the time to leave a review! These concerns are noted and will be raised to the team. Thanks for choosing Carepatron! NS Nancy S. Speech Language Pathologist and Business Owner Medical Practice Used the software for: 6-12 months ### "Good Value for available features, but improvement needed. " March 26, 2026 3.0 I think Carepatron still offers decent value for the cost of the platform. Would I like to see features integrated more intuitively and improved design/ visual organization? Sure. I’m not a huge fan of how patient records are organized and displayed. For example, when a client uploads a document it would be helpful for it to be viewable with the practice documents. Pros Value for the money. Appointment reminders. Booking links for appointment scheduling is fairly straightforward and I like the calendar view. The AI customer support has come in handy a few times and in general customer support seems to be a strength. Cons Ease of use compared to other platforms —The process of adding and accessing templates is a bit cumbersome. I prefer to have access to drop down menus, check boxes, and text boxes to type into when I’m writing a report or progress note - versus something more like a word document. I also don’t love how my reports look when printed. The work flows are less intuitive than other platforms I have tried, (e.g. Simple Practice.) I find it less straightforward to add notes to sessions and to submit claims. 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 weeks to feel confident. I’ve also had trouble with the AI note taking feature not working and then losing all of the data. Additionally, I think that the visual organization/ layout could use some work to make it less overstimulating. Review Source Response from Carepatron April 2, 2026 Hi Nancy, thank you for the detailed feedback. We're glad the value, scheduling, and support have been positives for your practice. Your input on template workflows, report formatting, AI note-taking reliability, and visual layout has been shared with our product team. DY Dohyun Y. Counsellor Health, Wellness and Fitness Used the software for: 1-2 years ### "An Excellent EHR" March 22, 2026 5.0 Overall I've been very satisfied with Carepatron. I very much appreciate that the product is continuing to expand and grow with time, and that makes me feel that my investment into the produce has been worth it. Pros Its a very expansive suite with lots of feature I use and appreciate. I also apreciate the community support that I've found with Carepatron (tutorials, facebook group...). Cons Customer service is not very responsive at times, and I would like the A.I. tools to be expanded more. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Reason for choosing Carepatron Price point, reviews, and advertised features. Review Source Response from Carepatron March 31, 2026 Hi Dohyun, thank you for taking the time to leave a review! These concerns are noted and will be raised with the team. Thanks for choosing Carepatron! NM Natalia M. Clinical Psychologist Health, Wellness and Fitness Used the software for: 6-12 months ### "The most seamless EHR experience" March 21, 2026 5.0 Incredible! Honestly, you guys have created such a wonderful project that makes my life easier every day! Pros I love how intuitive its format is, and how beautiful the layout! I also really value that my practice has a professional feel to it with client-facing materials, and Carepatron really shines at that. I genuinely enjoy logging into Carepatron, which is different than my experience with other EHRs. I love that you can write clinical notes and still see the old ones easily without exiting the current note. I haven't had any bugs or issues also. One time when I had a question, customer support was incredibly fast in getting back to me and it was quickly resolved. Cons I really don't like that when an intake goes out, the forms always seem to appear to the client randomly out of order. It's still the same forms, but I'd rather have a choice in the sequence (which they read first, second, third, etc.) Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[CarePaths EHR](https://www.capterra.com/p/86870/CarePaths-EHR/) Reason for choosing Carepatron Carepatron was the best on all the features that are important to me, including intuitiveness of layout, minimizing clicks, professional vibe to clients, affordability since i'm just starting out. Plus it has the AI tool which makes writing easier sometimes. Switched from [Healthie](https://www.capterra.com/p/167439/Healthie/) It was not intuitive at all, and everything seemed to have a complication to it! You also couldn't change the font on the forms, and their default font for some of the questions was 9pt, which is too small for many people. When I reached out to customer service, they told me to just tell clients to zoom in (which doesn't work on the phone anyway!). Also their telehealth was annoying and you coudln't choose your own background or blur it. Overall, I hated going in there every day. In comparison, Care Patron is such a breath of fresh air! Review Source Response from Carepatron March 31, 2026 Hi Natalia, thank you for taking the time to leave a review! This feedback is noted and will be raised with the team. Thanks for choosing Carepatron! NN Natalie N. Licensed Clinical Social Work Mental Health Care Used the software for: 1-2 years ### "Works for starting out but not competitive to the major therapy platforms" April 7, 2026 3.0 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). Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron It seemed more affordable and had video conferencing options Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) They were increasing their pricing and didn't have video conferencing options. Review Source Response from Carepatron 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 Used the software for: Less than 6 months ### "Carepatron Review" April 6, 2026 3.0 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. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Pricing and features available. Ai note taker and billing. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Pricing and features. Ai note taker and other features sold me. Review Source Response from Carepatron 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! KH Kelly H. Licensed Therapist Mental Health Care Used the software for: Less than 6 months ### "Great platform for a great price! Highly underrated, and people should pay more attention!" March 24, 2026 5.0 I love Carepatron. At first, I was using it to test out the platform, just to see if I like it, but it has so much to offer, and it's very easy to use and access that I am sticking with it long term. I love the accessibility, that it has it's own app for phones as well as desktop, as I like the ability to quickly see my schedule, cancel/reschedule/or reply to messages on the go. 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 dock. I love the price point, and ability to completely customize anything and everything I want to use with my practice. I love that I can just make it "mine". Pros I love how versatile and easy to use Carepatron. I just started my own practice, and did a lot of research to find a platform that offered everything I needed, within a reasonable price point. I love how Carepatron offers a free version that you can use indefinitely, without a "trial" period, but even the most "premium" subscriptions that offer all the features, are WAY more affordable than ANY other platform I've seen. Carepatron has pretty much everything I need, it has an easy to use Calendar, where clients can book/request their own appointments (WHICH I LOVE), private secure chat, easy note taking with AI assistance (which saves me SO much time), and more. There are a few things that I wish it had that it doesn't, such as a general clinician dashboard for tracking overall appointments, documentation completion, client intake completion, tasks, and any other general data. However, with most things, I can just ask the AI assistant for help, and if that doesn't help, it will connect with me a live person to assist in my need. Very helpful! Cons Honestly, there isn't much I don't like, and the things that I find as an issue or inconvenience aren't really that big of a deal, and have work-arounds. For example, when creating or editing a note template to use, there is certain clinical data that I wish to pull from the client's chart into the note automatically. Please note, that it can pull demographics, dx code, and other data in from the chart, but more complex clinical things, like Treatment Goals, etc., are not pulled in. There are other things that I can't remember right now, however, like mentioned, they are small and easy to work around, so I'm not fretting over them. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron Carepatron was very easy to use, VERY affordable, and had an option for free that was not just a trial, which felt freeing and gave the option to try it out without pressure of a trial. It also has everything I need, such as internal Telehealth, AI notes, customizable notes, easy to use schedule, ability for clients to schedule, accessibility through an app, etc. Review Source RH Riyon H. Licensed Mental Health Counselor Hospital & Health Care Used the software for: 6-12 months ### "Has a lot of potential " March 25, 2026 4.0 I think it needs more time and I've looked at so many different EHR's. I like the AI assisted note on Upheal.io a lot better. Moving records is a large commitment and there is an onboarding process. I don't want to move, then move, and move again. Pros Carepatron is an amazing value for the money. It was easy to use on my end and it sync'd very well with Simple Practice and Google. I originally bought the subscription not realizing it was private pay. The appointments and booking link were very easy to embed. It was easy to transfer patient records. We waited for insurance beta testing was done and some clients agreed to test it out. The AI assisted dictation is simple to use and recording session has gotten better. They got appointment reminders easily. Customer Service is usually by email or scheduled meeting a few days out. I really enjoy the online forum of worksheets. I like the trainings offered Cons You do have to buy a separate license account per person using it. So if you have a biller and yourself, you buy 2. It's still less than Simple Practice. My main issue with it was my biller telling me how difficult it was to set up with the insurance companies. She told me that you had to be there when they called to set it up and the times were random. Another con is the AI work flows but partly was me. It was sending some things but you can't click out of them and must do all documents in order. I fixed it and then it still kept sending the wrong files. The measures are not self scoring yet, they said it's on the horizon Alternatives considered [Upheal](https://www.capterra.com/p/10019262/Upheal/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[IntakeQ](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/)[Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Reason for choosing Carepatron I have not at this time but I'd enjoy to in the future Intake Q, Upheal.io, BluePrint, Owl, Simple Practice, Jane Review Source JS Josephine S. Assistant Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Easy to use" March 25, 2026 3.0 I was disappointed to find out that Carepatron was still in very early stages of development when I first signed up. 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. Although support has been great and feedback has been welcomed, I am devastated I have committed to this system as it turns out it is too limited for what I need right now. I know somethings are in progress, and I appreciate software like this will always be a work in progress, but I would not have signed up had I known so many fetaures were in the pipeline and not yet completed. Perhaps Carepatron is better suited to sole operators rather than our organisation with 10+ staff and hundreds of clients and contacts. Pros User-friendly menu Intuitive client data entry Templates and forms Clean interface Easy to use for non-IT minded people Tags, team, status and view-flexibility in client section Custom fields for client info Cons Lack of notifications when new forms are completed, lack of flexibility about who gets notified and how Inability to score answers to questions in forms Great intake workflows but nothing for discharge Inability to generate and export easy statistics based on variables among clients (e.g. a graph based on status) or as a result of scored forms Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Carepatron Cost, ease of roll-out, simple interface for staff training. Review Source Response from Carepatron April 2, 2026 Hi Josephine, thank you for the honest feedback. We understand the frustration of needing features that aren't fully there yet, especially at your team's scale, and we've shared your specific input on notifications, discharge workflows, and reporting with our product team. If you'd like to discuss your team's needs further, we're reachable at support@carepatron.com. RK Roxanne K. Provider and Owner Hospital & Health Care Used the software for: 6-12 months ### "Carepatron is great for a single-provider private practice" March 19, 2026 5.0 It has been easy to use and adjust to. It seems like Carepatron is constantly making improvements and pushing updates that take only a few seconds to refresh and activate. Pros There are an incredible amount of features, including text/email reminders, online scheduling, invoices, and patient portals for secure messaging. The price is significantly less than other competitors for the same features. I was able to tailor the personal segment to work for my audiology and hearing aid practice. Cons I would like the ability to fax reports directly from Carepatron. Also, it would be great to remove the Carepatron branding from emails and have it say it is from the clinic name. This isn't available even in the premium product. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Carepatron was a more competitive cost for more features. It was also easier to setup. Review Source Response from Carepatron March 24, 2026 Hi Roxanne, thank you for the 10/10 and for tailoring Carepatron to fit your audiology and hearing aid practice! Direct faxing from the platform and clinic-branded emails are both really practical requests, and the branding point in particular is something we hear from practice owners who want a more seamless client experience. Both of these will be passed along to the product team. Thanks for choosing Carepatron! VS VANESSA S. CEO Legal Services Used the software for: 1-2 years ### "Affordable, Evolving, and Exactly What I Needed" March 19, 2026 5.0 Overall, my experience with Carepatron has been very positive. After an extensive search for the right EHR system, this platform has proven to be both reliable and efficient. It meets my operational needs, continues to improve, and provides a level of accessibility that is hard to find at this price point. I would absolutely recommend it to others looking for a practical and affordable solution Pros One of the biggest reasons I chose Carepatron was the affordability. As someone who spent a significant amount of time searching for an electronic health record system that was both cost-effective and functional, this platform truly met my needs. The value for money is exceptional. Beyond pricing, I really appreciate how the system continues to evolve and improve. I can clearly see updates being made regularly, and it shows that the company is actively investing in making the platform better for its users. 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. Cons The only area I would like to see improvement in is customer support availability. While I understand that many systems are moving toward automated or AI-based responses, there are times when having access to live support 24/7 would be extremely beneficial, especially when handling time-sensitive matters. Alternatives considered [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Reason for choosing Carepatron I chose Carepatron because of its affordability, the continuous addition of new features, and its ability to grow alongside my business. As I expand, I can see Carepatron evolving as well, which is incredibly valuable. I truly appreciate the ongoing improvements and overall functionality. I love everything about it. Review Source Response from Carepatron March 24, 2026 Hi Vanessa, thank you so much and really glad Carepatron has been a good fit for your guardian and conservator work! On support availability, just a heads up that our support team is active throughout the day with extended hours, and you can also reach someone live through the help button inside your workspace. Hope that helps for those time-sensitive moments. Thanks for the glowing review and for recommending Carepatron! NW Ngoc-quynh W. Psychologist Owner Hospital & Health Care Used the software for: Less than 6 months ### "Psychological evaluations with children" March 19, 2026 4.0 Good - I would keep using even with the issues I have with it. I have enjoyed using Careptron a lot. Pros easy to navigate, insurance verification, great value for money, customer support is very nice though not always helpful. I also like being able to send intake packet. Cons somewhat cumbersome to bill when I have several CPT codes (would be nice to have a template I can use and just need to provide patient's information, dx, and date of service), I work with kids, and carepatron ALWAYS combines siblings together because they think it is a duplicate due to parent's contact information being the same. Sometimes, they even change the name of a client to sibling when parents submit paperwork for a new sibling. I wish Carepatron would just keep them separate if the client's name is different (if it is a true duplicate, can always just delete). Also, I wish templates can be favorited and accessed whenever I want when I create a note for an appointment. Right now, I can only access last few templates I opened, which isn't helpful. Finally, I wish we could call a phone number into the video calls. I would like to use carepatron when calling interpreters and I can't because Carepatron doesn't have that available. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing Carepatron good value and appeared to meet most of my needs Review Source Response from Carepatron March 24, 2026 Hi Ngoc-quynh, thank you for the detailed feedback and for sticking with Carepatron despite the frustrations! These issues are all noted and will be going into our feedback pipeline. The sibling merging one in particular is worth raising directly with our support team through the help button in your workspace. Thanks for choosing Carepatron! AG Azia G. Marriage and Family Therapist Associate Mental Health Care Used the software for: 6-12 months ### "I like it!" March 19, 2026 5.0 Overall, I enjoy using this platform. As I mentioned before, I am about to transition into private practice and I will still use Carepatron with my clients. I like that it automatically sends my client's their links and appointment reminders and you can create your availability for people to reschedule/request appointments. Pros CarePatron is easy to use! It has great features for a good price that I had to pay more with other platforms. It is easy to book appointments, manage them, and stay organized with various appointments (such as couples vs. individuals). It is also easy for me to keep up with all of my client's information and send them documents through the portal. And I LOVE LOVE LOVE the various templates that are already uploaded to CP! I am about to transition into private practice and will be using CarePatron. I don't use all of the features just yet because for my job you don't have to, but I look forward to learning and exploring more! I have not used the customer support yet, but when I read reviews on Reddit, everyone had positive things to say about it. Cons For one of the practices I work for, we have had a few bugs. Either the cameras would not connect (and it was not because of our camera or internet) or it would seem like me and a client were waiting on each other to log in (although we were both actually logged in). There has also been an issue with some of my client's not being able to receive emails to create a portal. However, the pros for me still outweigh the cons. I still plan to use Carepatron. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Carepatron was cheaper. I don't currently pay for CP since I work under a company, but when I was doing research for the transition into private practice, I liked what CP had to offer and presented it to the company. Review Source Response from Carepatron March 31, 2026 Hi Azia, thank you for taking the time to leave a review! These bugs are noted and will be raised to the product team. We're constantly working towards improving the telehealth experience. Thanks for choosing Carepatron! AF Alecia F. License Professional Counseling Health, Wellness and Fitness Used the software for: 1-2 years ### "Great Platform " March 19, 2026 5.0 Overall it is worth the price for all the things that are available in the system. I have been using it for over a year and it works great for me and my business. Pros I like the value for the platform. It is affordable than others programs. It provides a free library of forms that can be accessed and modified to tailor your own needs. It is easy to use for the provider and clients. The appointment management system is easy to setup and manage. My clients are able to utilize the system to schedule their appointments without waiting. The patient records are stored and easy to access. There are some bugs and issues with the system but they are manageable and the company seem to work very quickly to solve any issues. Cons The least is the bugs and minor glitches in the system. At times it is hard to get into the provider files/forms. Alternatives considered [Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron The price and easy setup. The price was great for everything that comes with the system. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Cost was extremely high. This program did not have all the features as Simple practice but there were options Review Source Response from Carepatron March 23, 2026 Hi Alecia, thank you so much. Over a year in, and a 10/10 means a lot! Glad the form library, client self-scheduling, and appointment management have been working well for both you and your clients. The bugs and provider file access issues are noted. We know those are frustrating in the moment, and we're continuing to work on stability. Really appreciate you recognizing that the team moves quickly when things come up. Thanks for choosing Carepatron and for sharing your experience! AR Anabel R. Social Worker Mental Health Care Used the software for: 2+ years ### "Long time user since 2024 consistent 5 stars " March 19, 2026 5.0 Overall outstanding experience and great value compared to competition. Only had to contact customer service once for a tech issue with reminders being sent out and they were very responsive and accommodating Pros Carepatron is visually appealing and simple to use. It's calendar features make it easy to understand scheduling at a glance with clear color coded appointment blocks. From the appointment details, it is easy to start a note and issue a invoice. It is handy to be able to have the option to have different availabilities per appointment type. I appreciate having different pop up windows in the app to be able to reference other information, past notes or dates. Cons I would appreciate more analytics to better understand individual KPIs and financial overviews. Being able to understand marketing strategies and conversions would be great. While I understand the security behind a new telehealth link each time, it would be easier for clients to have one waiting room link that they could save. I'd love to have more provider notifications and reminders for appointments or when a client joins a telehealth call Alternatives considered [Upheal](https://www.capterra.com/p/10019262/Upheal/)[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Zanda](https://www.capterra.com/p/180530/Power-Diary/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Pricing, especially just starting out in solo private practice I was looking for something easy to use that would grow with my practice Review Source Response from Carepatron March 23, 2026 Hi, Anabel! Two years and consistent 5 stars, that really means a lot. Thank you! Glad the calendar, scheduling flow, and ability to reference notes across windows have been working so well for your practice. The feedback on analytics, persistent telehealth waiting room links, and provider notifications is all genuinely useful. These come up, and we'll make sure they're on the product team's radar. Thanks for sticking with us since 2024! RC Reyenne C. Speech-Language Pathologist Hospital & Health Care Used the software for: 6-12 months ### "Carepatron for Small Speech Therapy Private Practice" March 31, 2026 4.0 My overall experience with Carepatron as a small speech therapy private practice owner has been positive! It is one of the most affordable EMR systems out there, but doesn't lack in quality. Just as with any EMR, there are things I love and some that I wish could be different, but I feel that Carepatron is constantly working to improve and have been very thankful for new features that have released since I started using Carepatron some time ago! Pros Features I like most about Carepatron include it's clean, easy-to-navigate system face, built-in "help" tool for customer support, easy intake process with option to collect insurance information from clients, the ability to personalize templates and easily integrate into care, function for copy and paste of notes, integration with a clearinghouse for insurance billing, and more! There's lots to love! Cons I do wish that I would've been provided with more information during my initial account set-up regarding the workflows and had the option to customize then, following education, without having to discover more about it on my own after clients had been flooded with notifications, SMS, etc. I also wish there was more guidance and information available for how to best to set up accounts and operations when the client is a minor and the caregiver is a contact/relationship but not the client who is getting the services. 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.). Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron More affordable, but still of high quality/comparable Review Source Response from Carepatron April 8, 2026 Hi Reyenne, 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! DC Daniel C. Therapist Mental Health Care Used the software for: 6-12 months ### "Early Adopter" March 31, 2026 4.0 Overall it is positive. I'm not a lifelong user yet but may be as long as the company continues to improve their product. Being an early adopter has it's drawbacks but none have been deal breakers for me. Pros It has suited my needs and come in at a cost under many competitors. It is fairly intuitive and I've seen productive changes since I began using it about 8 months ago. There was a period where things were crashing and that seems to have resolved itself. Cons The AI note taker is nice but it still is nowhere near as accurate as products like Blueprint. I frequently have to take my transcript into another product to get a good note. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Blueprint](https://www.capterra.com/p/118821/Blueprint/) Reason for choosing Carepatron Selection primarily based on AI feature and initial cost. Review Source Response from Carepatron April 7, 2026 Hi Daniel, 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! TH Tina H. SLP Health, Wellness and Fitness Used the software for: 6-12 months ### "Reliable and Affordable EMR" March 24, 2026 5.0 My overall experience with Carepatron has been positive. It’s a practical and accessible platform that supports the day-to-day needs of running a practice without feeling overwhelming. The system is easy to navigate, and features like appointment reminders and AI-supported Q&A help streamline workflows and save time. 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 for growth—especially for pediatric-focused use and more data-driven documentation—the overall reliability, affordability, and support make it a solid choice for clinicians looking for an efficient practice management solution. Pros I’ve had a positive experience with this product. The affordability really stands out—it offers great value without compromising quality. The AI Q&A feature is especially helpful for quickly finding answers and handling common issues, which saves a lot of time. When something isn’t fully resolved by the AI agent, the customer service team is responsive and steps in promptly to provide thorough support. I also appreciate the level of customization, which allows the system to be tailored to specific needs rather than feeling one-size-fits-all. The appointment reminder feature is another strong point ; it’s reliable, easy to use, and has helped reduce missed appointments. Overall, it’s a well-rounded product that combines efficiency, flexibility, and dependable customer support. Cons One limitation is that the platform feels more tailored toward adult clients. As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient. Additionally, the documentation features feel less data-driven than I would prefer for tracking progress. It would be very helpful to have stronger data collection tools and built-in data visualization features in the future to better support clinical decision-making. Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) need a more comprehensive EMR for the team. Review Source BJ Barry J. Therapist Mental Health Care Used the software for: 6-12 months ### "Overall pleasant and positive experience" March 24, 2026 5.0 I have been using CarePatron for my documentation and practice management as a private practice therapist, and I’ve been very pleased with the experience. The platform is intuitive and easy to use, which makes day-to-day documentation efficient and straightforward. It also offers a high degree of customization, allowing me to tailor templates and workflows to fit my specific needs. One of the standout features is the scheduling system. The ability to send automated reminders to clients has been especially helpful in reducing missed appointments and keeping my schedule organized. Cost is another significant advantage. Compared to many competing platforms, CarePatron is more affordable while still providing the core features necessary to run a practice effectively. I also appreciate its more streamlined, “bare bones” design. It avoids unnecessary bells and whistles that can complicate workflows, allowing me to focus on clients. Overall, I’ve had a very positive experience with CarePatron and plan to continue using it in my practice. Pros Ease of Use – The platform is intuitive and straightforward, making documentation efficient and reducing time spent navigating the system. Customization – You can tailor templates and workflows to fit your specific needs as a therapist, rather than being locked into rigid formats. Scheduling & Reminders – Built-in scheduling features with automated text and email reminders help reduce no-shows and keep your calendar organized. Affordability & Simplicity – It’s more cost-effective than many competitors and maintains a clean, “bare bones” design without unnecessary features that get in the way. Cons As someone who enjoys designing custom templates, I would appreciate more options for formatting and visual customization. Additional flexibility in styling would make it easier to create templates that are not only functional but also more polished and visually appealing. Review Source HD Heather D. Psychotherapist Mental Health Care Used the software for: Less than 6 months ### "User-friendly EHR" March 19, 2026 4.0 Overall, Carepatron is great to use. I like that the virtual video platform is integrated into the system, and this program is overall user-friendly! Pros I find that Carepatron is very user-friendly, and I have enjoyed the community aspect of it in regard to being able to share or find templates from other users. 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. I also like that my Carepatron calendar has synced with my Google calendar because then I have reminders of appointments, and I feel that I am more on top of things. The customer support has also been very responsive and helpful when I have had issues. This has been one of the easiest EHR platforms that I have used! Cons Some of the problems I have experienced are that the website seems to crash or stop working. I am not sure whether this is due to bugs or glitches, but it's inconvenient when this happens. I have also had notes go "missing," which results in me needing to redo them, which is frustrating. Review Source Response from Carepatron March 31, 2026 Hi Heather, thank you for taking the time to leave a review! These interruptions in your experience are noted and will be raised to the product team. Thanks for choosing Carepatron! JL Jess L. Psychotherapist Mental Health Care Used the software for: 2+ years ### "Affordable and customizable with occasional growing pains" March 19, 2026 4.0 After nearly three years of use, Carepatron has evolved into a reliable and well-rounded client management system. It offers many of the features found in larger, more established platforms while remaining a cost-effective option for solo practitioners and small businesses. The platform also demonstrates strong responsiveness to user feedback, with regular updates and ongoing feature development. Pros Affordable compared to other management systems, with flexible pricing based on clinic size Includes free telehealth, plus text and email reminders Customisable interface (e.g., colours to match branding or personal preferences) Ongoing system improvements with new features regularly added Integrates with Google Calendar Supports management of multiple clinicians across different locations and varying hours Strong workflow management and ability to customise email and text communications Cons Some newer features lack intuitiveness and could be easier to use Limited transparency around coding prompts (e.g., placeholders), reducing flexibility Telehealth platform needs optimisation; connectivity can be impacted by clients’ internet setup Customer service and AI support are helpful but tend to offer only general guidance Transferring a business or clients (including notes on past appointments) between practitioners is complex and time-consuming, requiring manual transfer of past appointments Review Source Response from Carepatron March 25, 2026 Hi Jess, thank you for such a thorough review after nearly three years with us! These are all noted and will be going to the product team. Really appreciate the detailed feedback. Thanks for sticking with Carepatron! IK Inge K. Counsellor Mental Health Care Used the software for: 1-2 years ### "Great alternative to more expensive platforms. " April 9, 2026 4.0 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 Response from Carepatron 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! CH Caroline H. Psychotherapist Mental Health Care Used the software for: 1-2 years ### "Highly recommendedable software for healthcare professionals" March 20, 2026 5.0 My experience with Carepatron has been incredibly positive. It is a wonderful tool which is time-saving, as well as cost-effective. Pros Carepatron is incredibly user friendly and provides a very thorough service that is beneficial to both service users and their ciients. The tailor-made appointment reminders by email and text are a god-send as they help to cut down on no shows. 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. Another invaluable feature is the possibility to transcribe client notes which can be stored chronologically on the system. Carepatron also offers a wonderful selection of templates that can be used for client work. The possibility to allow clients to book or pay, receive an invoice or an intake form in advance of the session is also fantastic. The designers of the software have essentially captured the essence of client/patient work to provide a wonderful service. Cons Carepatron tends to sign you out very quickly if not in use. It also seems to require the page being refreshed quite frequently & clients reminders usually thought to be misrecognised as a likely scam. Review Source Response from Carepatron March 31, 2026 Hi Caroline, 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! LLR Lufuno Lucky R. Counsellor Health, Wellness and Fitness Used the software for: 1-2 years ### "Carepatron " March 20, 2026 5.0 I am absolutely thrilled to use Carepatron after exploring various platforms. Carepatron truly stands out, and it’s incredibly user-friendly, even for my international clients. I confidently endorse everything about it! Pros The platform is exceptionally user-friendly, making it easy for our clients to navigate. The availability of a free option is a significant advantage that sets it apart from others. With hundreds of templates at our disposal, we have ample choices to enhance our projects. Additionally, their video sessions meet high standards, ensuring a professional experience. Cons The Invoice feature is particularly beneficial as it helps streamline processes and save time. It is designed to be user-friendly, making it accessible and straightforward for clients. I initially utilized the free tier for an entire year before upgrading to the paid version. Review Source Response from Carepatron March 31, 2026 Hi Lufuno, 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! 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