# Carepatron Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Carepatron the right Mental Health solution for you? Explore 855 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 (855) [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 April 15th, 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 Jc Jennifer c Independent ContractorMental Health Care, Self-employedUsed the software for: 6-12 months. “It is a money saver and over all it is good for note taking, the ability for my clients to book easily, it creates unique codes to meet for each session.“ March 19, 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 855 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! 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! ES Emily S. Therapist Mental Health Care Used the software for: 6-12 months ### "Affordable, but reliability issues impact day-to-day use" March 19, 2026 3.0 Our overall experience has been mixed. While Carepatron is cost-effective and offers the basic tools needed to run a practice, reliability has been a significant concern. The outages and recurring technical issues have impacted both client care and clinician efficiency. It may be a good option for those prioritizing affordability, but for practices that need a dependable, consistent platform—especially for telehealth—it may fall short. Pros Carepatron is very affordable compared to other EHR systems, which makes it appealing for growing group practices. The platform is relatively easy to learn, and it offers the core features needed to run a practice, including scheduling, documentation, and telehealth. For the price point, it provides a solid starting structure. Cons There are frequent bugs and ongoing minor issues that can disrupt workflow. More concerning, we’ve experienced multiple outages—including during telehealth sessions—which is extremely frustrating and unprofessional when working with clients. The system has also lagged or stopped working while completing notes. While support does respond, it often takes time for issues to be fully resolved, and it can feel like there are constant workarounds. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron The pricing and was told that customer service would be readily availed Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Simple practice was phenomenal. No issues. They were just increasingly get more and more expensive. Review Source Response from Carepatron March 23, 2026 Hi Emily, thank you for taking the time to write such a thorough review. This kind of honest feedback is genuinely useful for us. You're right that reliability needs to be better. We understand how disruptive that is for both you and your clients, and we're actively working to improve platform stability. We're glad the pricing and core features have been a good fit, and we want the day-to-day experience to match that. We're committed to getting there. 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! AS Amanda S. Pediatric Occupational Therapist Hospital & Health Care Used the software for: 6-12 months ### "Efficient, User-Friendly EMR with Great Support and Room for Growth" March 31, 2026 5.0 Overall, my experience with Carepatron has been very positive. The platform is easy to use and intuitive, making daily tasks like scheduling, documentation, and communication feel streamlined rather than overwhelming. Appointment management and booking are especially strong features—being able to manage my schedule efficiently while also allowing clients to self-book has been a huge time-saver. Patient management is also well organized, with helpful tools for storing documentation and staying connected with clients. Customer support has consistently been responsive and open to feedback, which makes a big difference. While there are occasional minor issues, the platform is clearly being updated and improved regularly, which I really appreciate and shows they are actively working to enhance the user experience. Pros Carepatron is very user-friendly and intuitive, making it easy to navigate even when managing a full caseload. Appointment management is especially seamless—I’m able to schedule, reschedule, and track sessions with minimal effort. I also really appreciate the ability for clients to book their own appointments, which reduces back-and-forth communication and saves time. The platform does a great job supporting client communication and documentation. Sharing documents, sending intake forms, and keeping everything organized in one place has streamlined my workflow significantly. Overall, it simplifies many of the day-to-day administrative tasks that can otherwise become overwhelming. Cons One of the biggest challenges is tracking goals. There isn’t a dedicated or intuitive space for goal management, which makes it harder to monitor progress over time within the system. Additionally, the signature feature could be improved—it does not save my signature, so I have to re-enter it for each client, which becomes repetitive and time-consuming. It would also be helpful to have a centralized location where all completed forms can be viewed together. Currently, forms are only accessible within individual client profiles, which can make it less efficient to review documentation across clients. Switched from [EmbarkEMR](https://www.capterra.com/p/231969/EmbarkEMR/) It was no longer user friendly and we were growing as a company Review Source Response from Carepatron April 7, 2026 Hi Amanda, 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! 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. TM Taj M. Graduate Counseling Intern Mental Health Care Used the software for: Less than 6 months ### "Room for Growth " March 26, 2026 2.0 I really appreciate the mission of Carepatron; however, the performance is not great. I think practices would be okay paying for convenience because the EHR you choose is crucial for the flow of the practice. I think there is a way to have an affordable EHR while being user friendly. I understand we can’t get all the bells and whistles for the price, but I believe there’s room for improvement. I have hope to see Carepatron continue to grow successfully and benefit practices effectively. Pros I appreciate the accessibility it provides for small practices. I like being able to see other clinicians templates for certain documents in the community tab. Cons An assessments tab is needed. Coming from Sessions Health, they had a plethora of assessments in the database. We were able to click the assessment and it would score and interpret the assessment after it was submitted. It wasn’t a word document. I also had the option to set reminders to administer the assessment within a timeframe of my choosing. It’s hard to keep up with when to reassess multiple clients. I also was able to set a reminder to review the treatment plan. I would like a section for a note that isn’t clinical and the client wouldn’t have access to it. It would have things like their social supports names, their favorite color, etc., rapport building material that I can reference and things that wouldn’t be appropriate in a clinical note. It’d be nice to not allow multiple colors for the calendar. Everyone should have the same colors to look uniform. For example, new clients who haven’t completed paperwork could be yellow, new clients who completed the paperwork will be purple, recurring clients could be blue. Allowing each clinician to change their theme gets confusing and looks tacky. There needs to be a note template in the system. The system kind of looks unprofessional. It looks like a bunch of google docs documents rather than an EHR. It takes so long creating our own documents or trying to correct how a document was uploaded into the platform. Constantly having to reload the website or app is so annoying. I don’t understand its purpose. I have a different price than other clinicians in my practice and I find myself having to create invoices manually for each appointment separately. I would like to have more control over my fees and have the invoices be automatically set when the appointment is created. The owners shouldn’t have so much control, especially if they are running a 1099 practice. They can block what features we can and can’t use. I think scheduling and fees should be within individual clinicians control. I never get notifications for the app although I have them on. I have to constantly check the app for any new inboxes. I like that there are AI generated notes; however, I don’t like the transcript being there. It should be optional. Switched from [Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) I transferred to a different practice that does not use Sessions Health. Review Source Response from Carepatron April 2, 2026 Hi Taj, thank you for taking the time to share such detailed feedback. We appreciate your honesty on assessments, invoicing, notifications, and document formatting, and all of it has been passed along to our product team. It's clear you care about seeing Carepatron improve, and that input matters to us. 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. aR alyssa R. Manager Hospital & Health Care Used the software for: 6-12 months ### "Best software for the best price" March 19, 2026 5.0 Overall it has been a very pleasant experience compared to previous EHRS. We will continue to use it for awhile. Pros Very good value for the cost, and we hardly have any issues. It is very simple to use, so it does not take a lot of time getting used to things. Cons There are a few things I would change, the first is to have more features using the text messaging. I would also make it to where you can add outside documents to the document area. Switched from [Myriad Health](https://www.capterra.com/p/241972/Myriad-Health/) Nothing ever worked in their system, yet we still paid for it, but could never get help to fix the issues. Review Source Response from Carepatron March 31, 2026 Hi Alyssa, 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! 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! AC Alli C. Occupational Therapist Hospital & Health Care Used the software for: 1-2 years ### "Great option for small buisinesses" March 19, 2026 5.0 Pros I appreciate that I can schedule, invoice, and organize all my client documents in one place. Being able to do HiPPA video calls, have clients manage their own appointments, and utilize transcribing/AI makes it totally worth the money. I also really appreciate the template library and intake forms being sent to clients when they sign up. Cons I can't change the templates for emails that go out with invoices or appointments. The templates you can make have a limited ability to format and edit (so does not look as finely tuned as a pdf). The superbills are not functional for what I need so I end up doing those separately on my own. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron I used all of them for the free trial and Carepatron was the easiest to use and I liked the way it was organized. Then I just keep seeing updates and it seemed like it was improving regularly. Switched from [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) I wanted something that was more comprehensive besides just invoicing and needed HIPPA compliance Review Source Response from Carepatron March 23, 2026 Hi Alli, thank you for the detailed feedback (and for putting us through a proper free trial gauntlet against six other platforms)! Really glad the HIPAA video calls, AI transcription, template library, and client self-scheduling have been making it worthwhile. The points on email template customization, template formatting limitations, and superbill functionality are fair. These are areas we know matter for OTs and we've passed them along to the team. Appreciate you sticking with us and noticing the regular updates. That's exactly the direction we're heading. NR Nicola R. Counsellor and Clinical Supervisor Mental Health Care Used the software for: 1-2 years ### "Lifesaving management system" March 19, 2026 5.0 I am really happy with this client management system. it has everything I need for private practice. It would be wonderful if the invoicing could somehow link in with HNRY. Pros I love how easy Carepatron is to navigate and use. It is great value compared to similar platforms that charge ridiculous amounts for the same functions. I am able to easily create templates for notes, electronic consent forms, emails etc. Clients really like the access to notes and appointment reminders. Customer service is top notch; friendly and quick responses. Cons Sometimes I am unable to access my client list which is frustrating when you need to access their details for a session. it is not happening as often now and customer usually get the issue resolved quickly. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[TherapySync](https://www.capterra.com/p/162168/TherapySync/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron It was more cost effective and offered more services. The other platforms also kept raising their prices often once you had already been using it for a which does not align with idea of integrity as they are aware it would be a lot of hassle to change platform and bank on people thinking it is too hard and staying with them. Review Source Response from Carepatron March 23, 2026 Hi, Nicola! "Lifesaving" is high praise. Thank you, and we're so glad it's been working well for your practice! Really pleased to hear the features you need have all been hitting the mark. Noted on this client list issue, and we'll let the team know. The HNRY integration idea is also a great one. We'll pass that along to the product team. DK Donna K. Physical Therapist Health, Wellness and Fitness Used the software for: 6-12 months ### "CarePatron - a great choice!" March 20, 2026 5.0 Overall, I am very happy with Carepatron as my EMR choice. I think it keeps my clinic up and running smoothly. Clients are also very happy with the portal and being able to access needed documents. Pros Includes a lot of the necessities like scheduling, chat or email messaging available, uploading attachments/photos, and diagnosing/chart fields. Easy to create templates and customize as needed. Appointment reminders are very much appreciated by my clients as well. Customer Support is very responsive and easy to reach. Reasonable price for how much value the system offers for administrative tasks. The client portal is a great feature for sharing documents! Cons Constantly needs refreshing to be updated and does not indicate if no longer saving (so sometimes causes changes on notes not to be saved while updating. Now I periodically copy to clipboard as I write the notes. I would also like the templates to be easier to add into the body of the note vs. having the template be a separate note. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[PtEverywhere](https://www.capterra.com/p/207183/PtEverywhere/) Reason for choosing Carepatron cheaper price for what is included, easier interface, more reliable customer service Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Wanted more hipaa compliance and for documents to be sorted / reviewed on a dashboard / in one spot Review Source Response from Carepatron March 23, 2026 Hi Donna, thank you so much! This means a lot to the whole team.  Really glad the scheduling, client portal, templates, and appointment reminders have been making a difference for both you and your clients. We have also flagged the issues you mentioned.  Thanks again for choosing Carepatron. We'll keep working to help you better! 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! GH Gillian H. Founder and Program Director Individual & Family Services Used the software for: Less than 6 months ### "Why CarePatron Became the Clear Choice for My Practice" March 23, 2026 5.0 My overall experience with CarePatron has been exceptional. As a clinician‑founder building a practice from the ground up, I needed a platform that was intuitive, reliable, and comprehensive without the financial strain that often comes with clinical software. CarePatron has met every one of those needs. The system is clean, easy to navigate, and thoughtfully designed for real‑world clinical workflows. Every feature I rely on — scheduling, documentation, telehealth, billing, and the client portal — has functioned smoothly and consistently. What has impressed me most is the balance of affordability and quality; the platform delivers a level of value that far exceeds its price point, especially compared to other systems I explored. It has supported my practice with clarity and ease, allowing me to focus on client care rather than administrative hurdles. In every way that matters to my organization, CarePatron has been a genuinely supportive and effective partner Pros 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. Its generous free plan is especially helpful for small startups and solo practitioners who need a full-featured system before revenue stabilizes; it includes features that many competitors lock behind higher‑tier subscriptions. Their paid plans are priced considerably below other platforms I explored, yet they don’t sacrifice quality — in fact, they bundle in a remarkable range of services that would be considered “value‑added” or premium upgrades elsewhere. The interface remains clean and intuitive across all tiers, reducing administrative friction and helping clinicians stay organized without feeling overwhelmed. Users consistently report meaningful time savings through automated reminders, invoicing, and AI‑supported documentation, and clients benefit from an easy‑to‑use portal with online booking and integrated telehealth. Overall, CarePatron stands out as a practical, efficient, and accessible option for clinicians who want comprehensive functionality and exceptional value without the complexity or cost of traditional EHR systems Cons There is genuinely nothing that operates as a “con” for my organization when using this platform; everything we’ve needed has been supported without friction. Switched from [Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/) I switched because I needed an integrated platform that combined telehealth, documentation, scheduling, billing, and secure messaging in one place. Zoom for Healthcare handled sessions well, but it required multiple additional systems to manage the rest of my workflow. CarePatron allowed me to consolidate everything into a single, streamlined, HIPAA‑compliant platform, which immediately improved efficiency and reduced administrative burden Review Source Response from Carepatron March 31, 2026 Hi Gillian, 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! 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! MR Marina R. therapist Health, Wellness and Fitness Used the software for: 6-12 months ### "Great Platform" March 19, 2026 4.0 My overall experience with Carepatron has been mixed. It offers a lot of value, especially with the AI note-taking feature, which is excellent and saves time. The feedback tools are helpful, and the messaging feature works well for communication. However, the platform can be quite buggy. Pages tend to reload and shift unexpectedly, which disrupts workflow. The most frustrating issue is with call connectivity. There are times when both my client and I are in what should be the same session room using the same link, but we aren’t actually connected. It often requires multiple refreshes and reloading to finally join the same session, which can be disruptive to the therapeutic process. Pros They offer a lot of value, and the AI note-taking feature is especially great. The feedback tools are helpful, and the messaging feature works well too. Cons It’s been really buggy. Pages reload and shift quickly, which makes it hard to stay connected. The biggest issue is how the calls connect. I can be in a session room waiting, and my client is also waiting in what should be the same room, but we’re not actually connected. Even when we’re using the same link, I have to keep refreshing and reloading multiple times before we finally end up in the same session. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Cost and wanting more features that were advanced Review Source Response from Carepatron March 24, 2026 Hi Marina, thank you for taking the time to share this in detail. The telehealth connection issue you're describing is a serious one. That, alongside the general glitches, is not the experience we want you to have. Please reach out to our support team through the help button in your workspace so we can look into this specifically for you. Thanks for sticking with us and for the honest feedback. 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! WM Walker M. Director of Counseling Ministries Individual & Family Services Used the software for: 6-12 months ### "Dr. Walker Marsh's Review" March 24, 2026 5.0 My overall experience has been great. Customer service and support has been especially good. In the beginning there was a significant charge for services that I did not want or need, but due to a mistake on my part, I had been billed. I talked with Customer Service, explained my needs and they were quick to find the problem, help me learn the system and refund the charge. Great service. Pros It is a very user friendly, intuitive platform. It is easy to use and well integrated. I especially found Customer Service and Tech Support to be easy to work with and quick to respond to issues. I also find the cost of the program a great value. I retired from full-time practice recently and am now working as a semi-retired volunteer with a community-based non-profit offering pro-bono therapy. I do not need a full-blown office management program with insurance billing and staff to do appointment management. I was able to tailor the CarePatron package to what I need with a single provider practice. Cons I initially had some misgivings about using a web-based program, especially with a company that was based out of country, but they were quickly resolved after I began using the program. Review Source 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. 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! 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! EB Ember B. Associate Marriage and Family Therapist Mental Health Care Used the software for: Less than 6 months ### "Great for multi-tasking clinicians, but the AI leaves much to be desired." March 21, 2026 3.0 Heidi Health is excellent for us busy clinicians with its multi-window functionality and icon indicators on the calendar for when a note has been written. I appreciate that the text fields retain formatting from word processors which adds to useability and universality. However, it's AI features and update interruptions make it frustrating to use all its features. Pros I appreciate the UI and the customization features. Scheduling appointments is easy, love the fact that I can have multiple notes open at once, very few glitches unlike other DHRs like SimplePractice. Making changes in appointments is easy, file upload is dead simple. UI personalization and customization is a nice touch for those of us that hate corporate-looking interfaces. Cons The AI is absolute garbage. While the transcription is mostly accurate, contextualization in notes even with dedicated "prompt engineering" leaves much to be desired. Sometimes notes will not just be written by the AI in a first person view... but specifically from the perspective of the patient. There are no scenarios where this would even remotely make sense. I have seen better contextualization from software like Heidi Health which is free. Furthermore, the AI transcription gets interrupted by updates to the software often. Review Source Response from Carepatron March 25, 2026 Hi Ember, thank you for the detailed and specific feedback. The AI note contextualization issues are significant gaps that we take seriously. These will be going directly to the product team. We know AI quality is a major part of the value proposition, and there's real work to be done there. Thanks for being specific about what needs improving. Similar Products Featured ## Related categories [Medical Scheduling](https://www.capterra.com/medical-scheduling-software/)[Patient Engagement](https://www.capterra.com/patient-engagement-software/)[Occupational Therapy](https://www.capterra.com/occupational-therapy-software/) ## 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.