--- title: "Carepatron Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Carepatron the right Mental Health solution for you? Explore 860 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/195467/Care-Patron/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- Carepatron 4.4 (860) [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 September 29th, 2026 # Reviews of Carepatron Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews LM Logan M Clinic DirectorMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “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 client file organization and meeting reminders.“ March 24, 2026 MT Megan T OwnerMental Health Care, Self-employedUsed the software for: 1-2 years. “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 template is difficult for computer challenged users (myself).“ March 19, 2026 SG Shea G CounselorMental Health Care, Self-employedUsed the software for: 6-12 months. “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.“ March 25, 2026 IK Inge K CounsellorMental Health Care, Self-employedUsed the software for: 1-2 years. “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.“ April 9, 2026 VS VANESSA S CEOLegal Services, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ March 19, 2026 JC Jo C Practice ManagerMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “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 to be done manually because different client groups get different intake forms.“ March 20, 2026 GH Gillian H Founder and Program DirectorIndividual & Family Services, 2 - 10 employeesUsed the software for: Less than 6 months. “CarePatron offers unusually strong value for clinicians by combining scheduling, documentation, telehealth, billing, and secure client communication into a single, streamlined platform at a significantly lower cost than most therapy EHRs.“ March 23, 2026 NM Nushka M Clinical PsychologistMental Health Care, Self-employedUsed the software for: Less than 6 months. “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.“ March 24, 2026 ## Showing most helpful reviews Showing 1-25 of 860 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! HM Hannah M. Chief Clinical Officer Mental Health Care Used the software for: 1-2 years ### "User-Friendly Platform for Streamlining Small Practice Operations" March 30, 2026 5.0 Overall, my experience with Carepatron has been positive. It serves as an effective, user-friendly platform for small to mid-sized therapy practices seeking to centralize scheduling, documentation, and client intake. While there is room for growth in terms of scalability and advanced features, it provides a solid foundation for organizing care delivery and improving operational efficiency. It has been particularly helpful in maintaining a professional, streamlined experience for clients while supporting clinicians in managing their workload. Pros Carepatron offers a clean, intuitive interface that makes it easy to manage scheduling, intake documentation, and client communication in one place. For a small therapy practice, the ability to streamline workflows—particularly digital forms, consent collection, and appointment management—is highly valuable. I also appreciate the platform’s accessibility for both clinicians and clients, which supports engagement and reduces administrative burden. Cons At times, the system can feel limited in customization for more complex clinical workflows or multi-layered programs. There are opportunities to enhance reporting capabilities, integrations with other systems (e.g., billing platforms or EHRs), and more advanced documentation templates. Additionally, occasional navigation inefficiencies can slow down workflow when managing higher volumes of clients. Switched from [TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/) Cost and ease of use, much more accessible for forms! Review Source Response from Carepatron April 8, 2026 Hi Hannah, 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! KG Katherine G. Mental Health Coach and Educator Health, Wellness and Fitness Used the software for: 1-2 years ### "great client facing platform" April 1, 2026 3.0 Very good. I have received very patient support when learning how to set up group workshop dates. Super easy for clients to use Pros value for money, ease of use for my clients great to record session notes, ease of form setups good platform for solo practitioner easy linking to other calendar systems Cons has felt a little clunky to get set up. I need to spend more time looking at some training videos eg setting up colour coding of appointments how to book in meetings with colleagues so they get an email and reminder Currently have them set up as clients. Review Source Response from Carepatron April 8, 2026 Hi Katherine, 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! AD Amy D. Genetic Counselor Hospital & Health Care Used the software for: 6-12 months ### "Great option for genetic counselors!" March 31, 2026 5.0 I'm a genetic counselor, and Carepatron has exactly what I need for my solo community practice. It's more flexible than other options I looked at; a lot of smaller EHRs are either medical practice specific and have much more than I needed or are specific to behavioral/mental health and are geared more to treatment plans etc. I feel like Carepatron could serve both those types of practices as well, but with again that different flexibility for Pros Customer support is great and I really appreciate the ways feedback is received, considered, and implemented. Appointment management has been easy, and the questions I had were answered quickly by the customer support team. 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. I also love the template system. Cons I look forward to seeing the power of having workflows grow; what's available right now just makes me want to be able to do more with emails and updates etc. I'd like a little clearer ability to manage tags (changing colors, grouping them, etc.). I'd also like to see availability in the future for incorporating test results, and ways to embed files that patients share in the portal into documentation notes. And while the documentation templates are great, they are also a little clunky; I'd love to have a simple placeholder like "\*\*\*" that I can tab through (in Epic, e.g., it's F2 I believe), as well as the ability to make dropdown options in templates that don't require the use of a whole separate section (so that I could, for example, pick from a list of common genetic testing options within the sentence I'm writing). I'd also like to see some different team member cost options. Having the same cost for team members whether they're additional clinicians who can bring in more revenue or for administrative support (who are crucial to scalability but don't generate direct income) makes the value for the cost a little tricky. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Cost, dislike of intense AI integration throughout SimplePractice, Carepatron felt better for me as a medical, non-therapist provider. Review Source Response from Carepatron April 7, 2026 Hi Amy, 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! SB Sydney B. Speech-Language Pathologist and Owner Medical Practice Used the software for: 6-12 months ### "Great growing platform" April 3, 2026 4.0 Overall, my experience with Carepatron has been good. I love to see that they are always working to better the platform and are open to suggestions. Pros Carepatron has been just want my small private practices needs. I used it when I was private pay only and then continued to use it when I accepted insurance. The customer support is timely and if they don’t have a feature I ask about, they let me know if it is in the works or will report it to their team for future updates. Cons Some things that may be practice specific for me would be that there isn’t one tab that I can open that’s says these are the dates that need notes for appointments or these are the dates that you haven’t billed for. Instead I have to look at the colander at each individual appointment. I also wish there was a goals section in the client dashboard and these goals would carry over into an AI note template for data tracking. Additionally the AI capabilities are exciting, but could use some work in terms of the process time and wording. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron I chose because of the price and the all inclusive pricing. I liked that this platform could grow with me and the customer support was great. Review Source Response from Carepatron April 7, 2026 Hi Sydney, 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! 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! 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! FE Frieda E. Audiologist Hospital & Health Care Used the software for: 1-2 years ### "Good patient management system" March 19, 2026 5.0 Good product. It's a shame the price doubled, as I live having a good low priced product. It scan attachments in, it's just a shame you can't store some under clinical and others as photo attachments of the ear from before and after earwax removal. Pros I like being able to attach notes. I've used a different system before and had to keep paper notes. I can now scan them in. I like that the customer can pay the fee. I like that I can do everything on the go with home visits and when WiFi dies. Cons The system seems to create duplicates. It does not always realize it's done it, so I have to double check it. 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. I have to do it all manually from Google calender. Price just doubled Alternatives considered [Oracle Database](https://www.capterra.com/p/5938/Oracle-Database/) Reason for choosing Carepatron Price and being able to attach notes. I really need to be able to sent out automatic birthday wishes and to book back in. Switched from [Calendly](https://www.capterra.com/p/148036/Calendly/) To attach notes, as the previous system was better to remind people, and send automatic follow ups, but could not attach notes Review Source Response from Carepatron March 24, 2026 Hi Frieda, thank you for the honest feedback and for sharing so much detail about how you use Carepatron in the field. These issues are all legitimate gaps, especially for the way you work with home visits and clinical photo documentation. We'll pass these along to the product team. The pricing change is also something we take seriously and we understand how much that matters for a solo practice. We'd love the chance to make this work better for you. If you want to walk through any of these issues directly, our support team is available live through the help button inside your workspace. KV Krishna V. Owner and founder Hospital & Health Care Used the software for: 1-2 years ### "Efficient and Feature-Rich Platform with Occasional Glitches" March 19, 2026 4.0 Overall, my experience with Carepatron has been quite positive. The platform is very convenient and makes it easy to manage day-to-day tasks like scheduling appointments and organizing client information. I especially appreciate how clearly client contacts are displayed and how easy it is to see who is responsible for each file. The AI scribe and note-taking features are excellent and save a significant amount of time. Another standout feature is the ability to reply to emails and messages directly within the app, which makes communication seamless and efficient. That said, there are some drawbacks. The platform can occasionally crash, which interrupts workflow. Notifications for both therapists and clients are sometimes delayed by several hours, which can be inconvenient. 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 these issues, Carepatron offers strong functionality and helpful features that make it a valuable tool overall. Pros What I like most about Carepatron is how convenient and easy it is to use. Scheduling appointments is seamless, and everything is well-organized in one place. The way client contacts are displayed, along with clear visibility of who is in charge of each file, is a very helpful feature. Additionally, the AI scribe and note-taking tools are excellent—they save time and make documentation much more efficient. Cons At times, Carepatron can be unreliable. The platform occasionally crashes, which disrupts workflow. Notifications for both therapists and clients can be significantly delayed—sometimes arriving hours later. Additionally, I often have to clear cookies and cache to resolve issues, and even then, I still encounter errors like “something isn’t right,” which can be frustrating. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) Carepatron offers a more integrated experience, allowing me to manage scheduling, client records, treatment planning, and communication all within a single platform. Features like the AI scribe and the ability to reply to emails and messages directly within the app have significantly improved efficiency and reduced the need to use multiple tools. Review Source Response from Carepatron March 24, 2026 Hi Krishna, thank you for the detailed and honest feedback! These reliability issues and not something you should have to work around. We've flagged these for the team. If the errors are still coming up, please reach out through the help button in your workspace so we can look into what's happening on your account specifically. Thanks for choosing Carepatron and for the honest review! 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! 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! JC Jessica C. Clinician Mental Health Care Used the software for: Less than 6 months ### "Highly recommend for small therapy practices" March 19, 2026 4.0 It's been great, I would recommend to other clinicians with small practices. The value for the program is excellent. Pros It was easy to get started. It was fairly easy to figure out billing insurance companies. The portal for clients seems easy to use for both myself and the clients. 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. 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. The billing portion also allows for billing under separate practitioners, or under the practice, which is a GREAT feature that not many programs allow. Overall it is an excellent value for the money for a small practices like mine in which I do my own billing. Cons I wish there was a way to see all unclaimed sessions, rather than having to look by client. My other "cons" are minor - I wish there was a way to electronically sign without having to sign with a finger or mousepad every time. There is some issue with ensuring each appointment is attached to an insurance claim, which requires manual correction when that happens. So some minor glitches or bugs, but nothing that isn't manageable, particularly with the AI assistant's help. Alternatives considered [Zanda (formerly Power Diary)](https://www.capterra.com/p/180530/Power-Diary/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron Easier to use, better/easier claims/billing system, better customer support. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Fees kept increasing from Simple practice. While I miss the ease of use, it was far too expensive for what it was. Carepatron is similar enough at a fraction of the cost. Review Source Response from Carepatron March 25, 2026 Hi Jessica, thank you for the detailed and thoughtful review! These are all good callouts that will be going to the product team. Thanks for choosing Carepatron and for recommending us to other clinicians! SB Samantha B. CEO, Therapist Mental Health Care Used the software for: Less than 6 months ### "Choose ANYTHING else" March 28, 2026 1.0 TERRIBLE. I will NEVER go back to Carepatron. Great concept, terrible execution, no knowledgable CSR. My practice lost money daily for missed sessions due to non working links and patients could never sign in. The quality of the virtual session was terrible, pixelated, sound quality was awful. The customization was great there were so many hidden features that were NOT gone over in the videos. We schedule with CSR to learn more and even they admitted "we are aware that these things are not covered in the videos. We will make additional videos eventually, but for now the best we can offer is to help you with the issue if you run into it". That is TERRIBLE business practice. Pros The customization allowed is incredible. So detailed, its like you created it yourself. Everything gets branded to your practice 100% and you set it up exactly how you want your personal EHR to operate. Cons NOTHING worked. CONSTANT glitches. Session links did not work. AI Scribe NEVER worked. Notes did not populate. Billing was a nightmare and always incorrect then did not have the capacity to correct it. 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/) Reason for choosing Carepatron Pricing and not having to pay for each admin account. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Price and customization capabilities. Carepatron was more flexible and allowed my practice to operate how we felt best versus it being decided for us. Review Source Response from Carepatron April 2, 2026 Hi Samantha, we're sorry to hear about the issues your practice experienced, especially the impact on your sessions and revenue. That's not acceptable, and your feedback on session links, video quality, AI Scribe, and billing has been escalated to our team. We appreciate you taking the time to share this so we can do better. KC Kelsey C. Practice Owner Mental Health Care Used the software for: Less than 6 months ### "Honest Review from A Mental Health Therapist" March 27, 2026 3.0 Carepatron has been a learning curve, but I have felt supported by their staff. I hope that bugs are continually fixed and to stay with Carepatron as the software could be the next simplepractice with some minor tweaking. The price is affordable for therapists like me so I hope that remains the same or similar. Pros The price and options of what the price can do really attracted me to Carepatron. The price is firmly worth it. I really like the telehealth option. Most of my clients can easily hop on for session it seems. I also like the fact of how easy it is to book through the booking link for clients. I think that has helped me retain client consults and client in general. The customer support team is also accessible, even if they respond in a few hours, they always respond. I like that I can set the appointment reminders for clients as I have a 48 hour cancellation policy, but would love a reminder at the 15 minute mark before session. Cons Billing is clunky. I often spend a lot of time going back and cleaning up billing for appointments that never even happened or that just have been difficult to edit either the invoice or the claim. I overall would love to see some improvement as I use both insurance and self pay options for clients. Patient records have been okay, but I would like to see better ease for working with minor clients, this has been tedious. Lack of appointment reminders that are less than one hour have been a little difficult. Alternatives considered [TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron I liked the interface more and pricing was also better. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) It really came down to pricing. I plan to add more clinicians to my practice and therefore need to make sure I am choosing an affordable option. Review Source Response from Carepatron April 2, 2026 Hi Kelsey, thank you for the thoughtful and detailed review. We're glad telehealth, booking, and our support team have been working well for your practice. Your feedback on billing workflows, minor client records, and shorter reminder intervals 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! 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 AB Andrea B. Office Manager Care Coordinator Hospital & Health Care Used the software for: 6-12 months ### "Overall great and so helpful! Small fixes could make it perfect for our office." March 24, 2026 4.0 Overall, it has helped the office a lot with keeping track of timesheets, patient notes, and intake paperwork. Having the capability of uploading our intake packets to make it into a fillable document has been extremely helpful - especially for the ones who are traveling from patient to patient as they do not have to find the time to get to the office for the paperwork anymore. We do wish there could be an option as listed above to change the statement of who signed what when filling out templates with patients, though. Pros Carepatron has made organization of scheduling and intake of new clients/records so much easier for our office. Before we started this, it was ALL paper still and this has made the OCD in me/office staff much happier. The clients also really enjoy and appreciate that they get reminders as well - which takes something off of my plate with less calls for confirmation. Cons We WISH there was a way to change the "signed by name/time" option to fit who is signing it. It only allows it to state the name of the employee whose profile it is being done in, rather than letting us change it to say certain portions are signed by the patient, not the employee. This is the BIGGEST obstacle we face, as some instances this will not be accepted as a valid signature and we will be penalized for it. The signature portion also always skips/moves the entire screen you are working on making it pretty difficult to sign - especially for our patients as we serve the elderly. Even the team has a hard time with it sometimes, leaving the signature looking crazy most of the time. Since we require signatures for state purposes and also for contracted work purposes, these signatures have been questioned before which adds a little stress. Alternatives considered [DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/) Reason for choosing Carepatron Pricing mostly - but also the customer experience when speaking with both companies... we were more pleased with the Carepatron representative, and their time felt less rushed or pushy for the sale. Switched from [Homebase](https://www.capterra.com/p/153076/Homebase/) We needed more options to have the patient's information and documentation integrated into the same system and being able build/have the templates we needed that are required for intake and note keeping. Homebase did not offer enough for our needs. Review Source NC Nyoki C. Clnical Director Health, Wellness and Fitness Used the software for: 1-2 years ### "Clinical Director" March 25, 2026 4.0 I think this is a great system. I believe that it will continue to build with features as the company grows. I would definitely recommend it for individuals who are looking for a cost-effective user friendly system. Pros Carepatron is cost effective and easy to use. Appointment management has also been very effective with the use of confirmation emails. Entering patient information is simplified with the use of excel sheets and easy for training new team members on how to use the system. Cons I think there are a few issues with creating billing forms. I would like to be able to manually create forms that can ensure that information that is pertinent to our patients can be provided when sending invoices. Customer support has been helpful but sometimes the use of AI tools can prolong a discussion that could be easily answered when you are connected to a human who can understand the question without adding all of the nuances in the language. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron Carepatron was more cost efficient which was the most significant feature for out team. Review Source CD Cara D. Speech-Language Pathologist Individual & Family Services Used the software for: 6-12 months ### "Great features and ease of use for reasonable cost" March 29, 2026 5.0 My overall experience has been excellent. Issues have been minimal and usually answered within the help sections without needed further live support. Electronic payments process smoothly and funds transfer quickly. This is an excellent EMR for my practice. Pros For my brand new practice this was the best value for the money which also provided all the features I needed to start. As my practice has grown, I have been able to upgrade seamlessly to meet my growing needs. I appreciate how this product works intuitively with my Google workspace. Clients appreciate the reminders and there have been no reported issues with client access to complete forms electronically. I have been able to use the platform to create professionally presented forms with my logo. I love this product and I highly recommend it to my fellow clinicians. Cons I like to open my SOAP note template from the appointment in the calendar. Sometimes it is not available in my recently used forms if I have opened intake docs for another client. Recently used forms should be available based on client not system wide recents. Or clinicians should be able to flag an important form that is used regularly to always be available. If this feature already exists, I am not aware of it. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron I could try for free and because I had zero clients starting out I knew it would not cost me a dime until my practice grew a little. Review Source Response from Carepatron April 13, 2026 Hi Cara, 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! SC Sinead C. Psychotherapist Mental Health Care Used the software for: 1-2 years ### "A great system that helps reduce admin and free up time" March 19, 2026 4.0 So far a great experience. I would recommend. I'd be lost without carepatron or at least less organised and doing twice the admin. It's also easy for clients to keep track of their appointments also. Pros I like the ease of appointment bookings, its simple to do. Also sends automatic email/text confirmations to clients. The notes sesction is really easy as well as have space to write notes after every session with each client. Helps with organisation. I don't make use of all the elements such as online intake forms etc, just because I haven't got around to it and still using paper forms but I intend to in future. The booking system helps to reduce the admin side of things. Cons If I could improve anything it would be the pricing. I need to upgrade to a higher subscription because of the storage, but I don't use all the extra elements, so another price range would be good. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Reason for choosing Carepatron The free version has alot of benefits and worked really well whilst I started out. It had everything I needed. As my practice grew, I upgraded my subscription which was easy to do. Review Source Response from Carepatron March 24, 2026 Hi Sinead, your feedback is a great thing to read, thank you! The pricing flexibility for storage-only upgrades is a fair point and something we'll be looking into going forward. Thanks for growing with us! 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! CP Charlotte P. Psychologist Mental Health Care Used the software for: 1-2 years ### "Carepatron Review" March 19, 2026 4.0 Pros Carepatron is generally easy to use and customer support has been responsive any time I've had a question. The ability to customize notes/forms is great. I initially found it to be a great value for money, but did not realize that the price was in USD instead if NZD (my fault for not confirming). When converted into NZD, I think that other platforms may offer a better value. It is generally very easy to book appointments, create invoices, and the automated appointment reminders are helpful to clients. Cons As a previous user of Simple Practice, I think Carepatron is lacking in some of the features that I've come to expect from an EHR. Not being able to mass export client files is a major disadvantage. The UX could be significantly improved - it feels a bit clunky and is not always easy to find what you are looking for. Not having a "lock and sign" function for saving progress notes is annoying. There was a recent bug with the client portal from the client side that seems to have been fixed, but I still have clients who are unable to sign forms. Review Source Response from Carepatron March 23, 2026 Hi Charlotte, thank you for such a detailed and honest review. This kind of feedback is really useful. The USD pricing confusion is a fair point and something we want to be clearer about upfront for users outside the US. The gaps you've flagged are all noted and we've passed them to the product team. The client portal signing issue in particular is something we'd like to look into further for you, so please don't hesitate to reach out at support@carepatron.com if it's still happening. Glad the notes customisation, appointment booking, invoicing, and support have been working well in the meantime. LS Lea S. Narrative Focused Trauma Care Practitioner Mental Health Care Used the software for: 1-2 years ### "Decent for a new practitioner in a small practice " March 24, 2026 4.0 Overall, it's been a fair to good experience. Some disappointments but not enough at the moment to warrant searching out a new system and transferring records. Pros Carepatron is the only software I have used, so I have little to compare it to; but I have liked the streamlining of intake, automated appointment reminders, and the safe place to keep client notes and records. It is generally easy to use, though certainly easier on the laptop than mobile app. Cons I have been disappointed with the video conferencing platform and had to supplement with Zoom, which makes Carepatron LESS of a value for the money. I have a colleague--the one who told me originally about Carepatron-- who switched to Janeapp because of disappointment with Carepatron. Occasionally there are bugs or challenges. I have gotten responses from customer support, but they are not always timely. Review Source Response from Carepatron March 31, 2026 Hi Lea, thank you for taking the time to leave a review! We are sorry to hear about this experience. This feedback is noted and will be raised with the product team. Thanks for choosing Carepatron! 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 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! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.