--- title: "Carepatron Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Carepatron the right Mental Health solution for you? Explore 858 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/195467/Care-Patron/reviews/" page_type: "reviews" language: "en" --- Carepatron 4.4 (858) [View alternatives](https://www.capterra.com/p/195467/Care-Patron/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated July 21st, 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 858 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aaron L. Founder and CEO Renewables & Environment Used the software for: Less than 6 months ### "Carepatron: The Essential Tool for Modern Healthcare Management" March 31, 2026 5.0 My experience with Carepatron has been truly positive. It’s refreshing to find a platform that is designed with health professionals in mind, offering tools that genuinely make practice management easier. The way everything flows—from scheduling appointments to handling documentation—has made a significant difference for me, saving time and cutting down on stress. What I appreciate the most is the user-friendly interface. It’s sleek, modern, and doesn’t take long to get the hang of. On top of that, their customer support team is fantastic! They are always quick to respond and incredibly helpful, which makes me feel confident knowing I have support when I need it. Their commitment to helping healthcare providers focus on what really matters—patient care—is evident. I really see Carepatron as a partner in making practices successful, and I wholeheartedly recommend it to anyone looking to make their operations run more smoothly. It’s definitely a smart choice for today’s busy healthcare professionals! Pros I absolutely love how user-friendly and intuitive Carepatron is! It simplifies workflows and makes managing tasks so much easier. The platform is well-designed, efficient, and truly helps professionals focus on what matters most. Great job to the team behind it! 👏😊 Cons At myHerb, we believe that transparency and continuous improvement are key to delivering the best possible experience. If there’s something about Carepatron that didn’t meet your expectations, we’d love to hear more details so we can better understand how to address it. Your insights are invaluable in helping us grow and serve you better. 🌿 Review Source Response from Carepatron April 7, 2026 Hi Aaron, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron! 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! JP Jusiah P. Psychologist Mental Health Care Used the software for: Less than 6 months ### "Different and flawed but also competent and smooth" March 19, 2026 3.0 The learning curve is pretty steep for this platform. There have been multiple times where the only reason why I did not leave the platform was because I bought a year subscription and could not get my money back. That being said once I learned the system (and I am STILL learning the systems) and how things are supposed to flow, it is not difficult to navigate and find what you are looking for. Also there seems to be some common sense quality of life issues that need to be worked out, such as being able to have an auto signature for my notes. Would I pick Carepatron again if I started over no. Is it bad enough to make me forgo the rest of my subscription and pay for another system no. Will I renew when the time comes, honestly maybe. It is flawed and has its issues but is also rather competent when it does things right. Pros I like the customizability of the interface and the tabs menu on the left. It feels like the platform is organized in a particular way. When you grasp the concept of the interface navigating is pretty smooth. Cons The concepts and ideas of the interface is not intuitive. You have to really learn how the designers of the platform think to be able to use the platform in a competent way. There where many times where I would be upset because I could not find what I was looking for, but once I found the item in question it made sense where it was in hindsight. Alternatives considered [TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron The price was better and the interface looked more modern. Review Source Response from Carepatron March 24, 2026 Hi Jusiah, thank you for the candid and thorough feedback. The steep learning curve and UX intuitiveness are fair points we take seriously, and things like auto-signature for notes are quality-of-life improvements that will be going to the product team. We hope the experience continues to improve the more familiar it becomes, and we would like to earn that renewal when the time comes. DY Dohyun Y. Counsellor Health, Wellness and Fitness Used the software for: 1-2 years ### "An Excellent EHR" March 22, 2026 5.0 Overall I've been very satisfied with Carepatron. I very much appreciate that the product is continuing to expand and grow with time, and that makes me feel that my investment into the produce has been worth it. Pros Its a very expansive suite with lots of feature I use and appreciate. I also apreciate the community support that I've found with Carepatron (tutorials, facebook group...). Cons Customer service is not very responsive at times, and I would like the A.I. tools to be expanded more. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Reason for choosing Carepatron Price point, reviews, and advertised features. Review Source Response from Carepatron March 31, 2026 Hi Dohyun, thank you for taking the time to leave a review! These concerns are noted and will be raised with the team. Thanks for choosing Carepatron! NM Natalia M. Clinical Psychologist Health, Wellness and Fitness Used the software for: 6-12 months ### "The most seamless EHR experience" March 21, 2026 5.0 Incredible! Honestly, you guys have created such a wonderful project that makes my life easier every day! Pros I love how intuitive its format is, and how beautiful the layout! I also really value that my practice has a professional feel to it with client-facing materials, and Carepatron really shines at that. I genuinely enjoy logging into Carepatron, which is different than my experience with other EHRs. I love that you can write clinical notes and still see the old ones easily without exiting the current note. I haven't had any bugs or issues also. One time when I had a question, customer support was incredibly fast in getting back to me and it was quickly resolved. Cons I really don't like that when an intake goes out, the forms always seem to appear to the client randomly out of order. It's still the same forms, but I'd rather have a choice in the sequence (which they read first, second, third, etc.) Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[CarePaths EHR](https://www.capterra.com/p/86870/CarePaths-EHR/) Reason for choosing Carepatron Carepatron was the best on all the features that are important to me, including intuitiveness of layout, minimizing clicks, professional vibe to clients, affordability since i'm just starting out. Plus it has the AI tool which makes writing easier sometimes. Switched from [Healthie](https://www.capterra.com/p/167439/Healthie/) It was not intuitive at all, and everything seemed to have a complication to it! You also couldn't change the font on the forms, and their default font for some of the questions was 9pt, which is too small for many people. When I reached out to customer service, they told me to just tell clients to zoom in (which doesn't work on the phone anyway!). Also their telehealth was annoying and you coudln't choose your own background or blur it. Overall, I hated going in there every day. In comparison, Care Patron is such a breath of fresh air! Review Source Response from Carepatron March 31, 2026 Hi Natalia, thank you for taking the time to leave a review! This feedback is noted and will be raised with the team. Thanks for choosing Carepatron! 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. KH Kelly H. Licensed Therapist Mental Health Care Used the software for: Less than 6 months ### "Great platform for a great price! Highly underrated, and people should pay more attention!" March 24, 2026 5.0 I love Carepatron. At first, I was using it to test out the platform, just to see if I like it, but it has so much to offer, and it's very easy to use and access that I am sticking with it long term. I love the accessibility, that it has it's own app for phones as well as desktop, as I like the ability to quickly see my schedule, cancel/reschedule/or reply to messages on the go. On my desktop, I have the app, so I don't have to worry about toggling between browsers/tabs when working on other things simultaneously, as it has it's own window and place on my dock. I love the price point, and ability to completely customize anything and everything I want to use with my practice. I love that I can just make it "mine". Pros I love how versatile and easy to use Carepatron. I just started my own practice, and did a lot of research to find a platform that offered everything I needed, within a reasonable price point. I love how Carepatron offers a free version that you can use indefinitely, without a "trial" period, but even the most "premium" subscriptions that offer all the features, are WAY more affordable than ANY other platform I've seen. Carepatron has pretty much everything I need, it has an easy to use Calendar, where clients can book/request their own appointments (WHICH I LOVE), private secure chat, easy note taking with AI assistance (which saves me SO much time), and more. There are a few things that I wish it had that it doesn't, such as a general clinician dashboard for tracking overall appointments, documentation completion, client intake completion, tasks, and any other general data. However, with most things, I can just ask the AI assistant for help, and if that doesn't help, it will connect with me a live person to assist in my need. Very helpful! Cons Honestly, there isn't much I don't like, and the things that I find as an issue or inconvenience aren't really that big of a deal, and have work-arounds. For example, when creating or editing a note template to use, there is certain clinical data that I wish to pull from the client's chart into the note automatically. Please note, that it can pull demographics, dx code, and other data in from the chart, but more complex clinical things, like Treatment Goals, etc., are not pulled in. There are other things that I can't remember right now, however, like mentioned, they are small and easy to work around, so I'm not fretting over them. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron Carepatron was very easy to use, VERY affordable, and had an option for free that was not just a trial, which felt freeing and gave the option to try it out without pressure of a trial. It also has everything I need, such as internal Telehealth, AI notes, customizable notes, easy to use schedule, ability for clients to schedule, accessibility through an app, etc. Review Source RH Riyon H. Licensed Mental Health Counselor Hospital & Health Care Used the software for: 6-12 months ### "Has a lot of potential " March 25, 2026 4.0 I think it needs more time and I've looked at so many different EHR's. I like the AI assisted note on Upheal.io a lot better. Moving records is a large commitment and there is an onboarding process. I don't want to move, then move, and move again. Pros Carepatron is an amazing value for the money. It was easy to use on my end and it sync'd very well with Simple Practice and Google. I originally bought the subscription not realizing it was private pay. The appointments and booking link were very easy to embed. It was easy to transfer patient records. We waited for insurance beta testing was done and some clients agreed to test it out. The AI assisted dictation is simple to use and recording session has gotten better. They got appointment reminders easily. Customer Service is usually by email or scheduled meeting a few days out. I really enjoy the online forum of worksheets. I like the trainings offered Cons You do have to buy a separate license account per person using it. So if you have a biller and yourself, you buy 2. It's still less than Simple Practice. My main issue with it was my biller telling me how difficult it was to set up with the insurance companies. She told me that you had to be there when they called to set it up and the times were random. Another con is the AI work flows but partly was me. It was sending some things but you can't click out of them and must do all documents in order. I fixed it and then it still kept sending the wrong files. The measures are not self scoring yet, they said it's on the horizon Alternatives considered [Upheal](https://www.capterra.com/p/10019262/Upheal/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[IntakeQ](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/)[Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Reason for choosing Carepatron I have not at this time but I'd enjoy to in the future Intake Q, Upheal.io, BluePrint, Owl, Simple Practice, Jane Review Source JS Josephine S. Assistant Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Easy to use" March 25, 2026 3.0 I was disappointed to find out that Carepatron was still in very early stages of development when I first signed up. Quite a few features were not yet available and I still feel like I am looking at the very beginnings of what will be a great product in a two or three years time. Although support has been great and feedback has been welcomed, I am devastated I have committed to this system as it turns out it is too limited for what I need right now. I know somethings are in progress, and I appreciate software like this will always be a work in progress, but I would not have signed up had I known so many fetaures were in the pipeline and not yet completed. Perhaps Carepatron is better suited to sole operators rather than our organisation with 10+ staff and hundreds of clients and contacts. Pros User-friendly menu Intuitive client data entry Templates and forms Clean interface Easy to use for non-IT minded people Tags, team, status and view-flexibility in client section Custom fields for client info Cons Lack of notifications when new forms are completed, lack of flexibility about who gets notified and how Inability to score answers to questions in forms Great intake workflows but nothing for discharge Inability to generate and export easy statistics based on variables among clients (e.g. a graph based on status) or as a result of scored forms Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Carepatron Cost, ease of roll-out, simple interface for staff training. Review Source Response from Carepatron April 2, 2026 Hi Josephine, thank you for the honest feedback. We understand the frustration of needing features that aren't fully there yet, especially at your team's scale, and we've shared your specific input on notifications, discharge workflows, and reporting with our product team. If you'd like to discuss your team's needs further, we're reachable at support@carepatron.com. 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! RK Roxanne K. Provider and Owner Hospital & Health Care Used the software for: 6-12 months ### "Carepatron is great for a single-provider private practice" March 19, 2026 5.0 It has been easy to use and adjust to. It seems like Carepatron is constantly making improvements and pushing updates that take only a few seconds to refresh and activate. Pros There are an incredible amount of features, including text/email reminders, online scheduling, invoices, and patient portals for secure messaging. The price is significantly less than other competitors for the same features. I was able to tailor the personal segment to work for my audiology and hearing aid practice. Cons I would like the ability to fax reports directly from Carepatron. Also, it would be great to remove the Carepatron branding from emails and have it say it is from the clinic name. This isn't available even in the premium product. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Carepatron was a more competitive cost for more features. It was also easier to setup. Review Source Response from Carepatron March 24, 2026 Hi Roxanne, thank you for the 10/10 and for tailoring Carepatron to fit your audiology and hearing aid practice! Direct faxing from the platform and clinic-branded emails are both really practical requests, and the branding point in particular is something we hear from practice owners who want a more seamless client experience. Both of these will be passed along to the product team. Thanks for choosing Carepatron! VS VANESSA S. CEO Legal Services Used the software for: 1-2 years ### "Affordable, Evolving, and Exactly What I Needed" March 19, 2026 5.0 Overall, my experience with Carepatron has been very positive. After an extensive search for the right EHR system, this platform has proven to be both reliable and efficient. It meets my operational needs, continues to improve, and provides a level of accessibility that is hard to find at this price point. I would absolutely recommend it to others looking for a practical and affordable solution Pros One of the biggest reasons I chose Carepatron was the affordability. As someone who spent a significant amount of time searching for an electronic health record system that was both cost-effective and functional, this platform truly met my needs. The value for money is exceptional. Beyond pricing, I really appreciate how the system continues to evolve and improve. I can clearly see updates being made regularly, and it shows that the company is actively investing in making the platform better for its users. The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients. Cons The only area I would like to see improvement in is customer support availability. While I understand that many systems are moving toward automated or AI-based responses, there are times when having access to live support 24/7 would be extremely beneficial, especially when handling time-sensitive matters. Alternatives considered [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Reason for choosing Carepatron I chose Carepatron because of its affordability, the continuous addition of new features, and its ability to grow alongside my business. As I expand, I can see Carepatron evolving as well, which is incredibly valuable. I truly appreciate the ongoing improvements and overall functionality. I love everything about it. Review Source Response from Carepatron March 24, 2026 Hi Vanessa, thank you so much and really glad Carepatron has been a good fit for your guardian and conservator work! On support availability, just a heads up that our support team is active throughout the day with extended hours, and you can also reach someone live through the help button inside your workspace. Hope that helps for those time-sensitive moments. Thanks for the glowing review and for recommending Carepatron! NW Ngoc-quynh W. Psychologist Owner Hospital & Health Care Used the software for: Less than 6 months ### "Psychological evaluations with children" March 19, 2026 4.0 Good - I would keep using even with the issues I have with it. I have enjoyed using Careptron a lot. Pros easy to navigate, insurance verification, great value for money, customer support is very nice though not always helpful. I also like being able to send intake packet. Cons somewhat cumbersome to bill when I have several CPT codes (would be nice to have a template I can use and just need to provide patient's information, dx, and date of service), I work with kids, and carepatron ALWAYS combines siblings together because they think it is a duplicate due to parent's contact information being the same. Sometimes, they even change the name of a client to sibling when parents submit paperwork for a new sibling. I wish Carepatron would just keep them separate if the client's name is different (if it is a true duplicate, can always just delete). Also, I wish templates can be favorited and accessed whenever I want when I create a note for an appointment. Right now, I can only access last few templates I opened, which isn't helpful. Finally, I wish we could call a phone number into the video calls. I would like to use carepatron when calling interpreters and I can't because Carepatron doesn't have that available. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing Carepatron good value and appeared to meet most of my needs Review Source Response from Carepatron March 24, 2026 Hi Ngoc-quynh, thank you for the detailed feedback and for sticking with Carepatron despite the frustrations! These issues are all noted and will be going into our feedback pipeline. The sibling merging one in particular is worth raising directly with our support team through the help button in your workspace. Thanks for choosing Carepatron! 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! TK Taylor K. Psychotherapist Mental Health Care Used the software for: Less than 6 months ### "Carepatron is a great up and coming system for mental health providers" March 20, 2026 4.0 Overall, my experience has been good. I like how the system currently works and can see the growth that the system is making. I have hope for improvements to be made that will make the program even better to use in the future. Even with how it is right now, it's a great new system! Pros \- Good pricing options - Great customer service, very friendly, helpful and responsive. - Easy to navigate, learn how to use. Cons \- Cannot integrate insurance in Canada - No waitlist options for appointments (i.e., let this person know if there's a cancellation) - Would like to see a more developed customization process for email and SMS notifications. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Reason for choosing Carepatron Better pricing, especially for the specific features that I needed. The pricing here is much more fair for what I need while the other systems up charge a whole level for one specific feature they know clinicians want/need. Review Source Response from Carepatron March 31, 2026 Hi Taylor, 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! JC Jennifer C. Independent Contractor Mental Health Care Used the software for: 6-12 months ### "It is going good, not great quite yet. Getting there. " March 19, 2026 3.0 Overall, it is good, not great, but getting there. The platform is easy to use. I love that I can dictate my notes, which saves me time as I run a pretty heavy client load as a clinician. Pros 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. Cons I don't like the connectability to my clients themselves, if a client happens to switch over before me, we are not connected right away. It makes me look unprofessional. I also don't like how it integrates my notes when I dictate them, but I think that is something for me to work on further. I work in a group practice and it doesn't have the technology to say book with me directly, which can be confusing for clients, who then find themselves booked with other clinicians within our practice. Switched from [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/) Different reasons that I don't feel like getting into at this time. Review Source Response from Carepatron March 24, 2026 Hi Jennifer, thank you for the honest feedback and for sticking with us while we continue to improve. These issues will be going into our feedback pipeline. If the booking issue is causing ongoing problems, it's worth reaching out to our support team through the help button in your workspace, as there may be settings that can help in the meantime. 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. MT Megan T. Owner Mental Health Care Used the software for: 1-2 years ### "Quality that doesn’t break the bank!" March 19, 2026 4.0 Pros outweigh the cons without a doubt. I was hesitant to switch EHR platforms, but with the free month, customer support during that period with user videos, and amazing cost - it was a no brainer and I am satisfied with my choice. Pros Cost was my first draw to Carepatron. After a year, I’ve had no issues with appointment reminders, no shut downs for maintenance (also no user impact from bugs or issues), and clients report ease of use with client portal. Cons 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). Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Reason for choosing Carepatron Cost and ease plus aspects the simplicity of use. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Constant price increase for aspects I did not use. Review Source Response from Carepatron March 24, 2026 Hi Megan, "pros outweigh the cons without a doubt" after a year of use, thank you! The calendar default, scheduling click steps, and document template complexity are all noted and will be going into our feedback pipeline. Thanks for choosing Carepatron! HD Heather D. Psychotherapist Mental Health Care Used the software for: Less than 6 months ### "User-friendly EHR" March 19, 2026 4.0 Overall, Carepatron is great to use. I like that the virtual video platform is integrated into the system, and this program is overall user-friendly! Pros I find that Carepatron is very user-friendly, and I have enjoyed the community aspect of it in regard to being able to share or find templates from other users. I have also enjoyed that I can access Carepatron from my phone as that has been helpful to be able to manage my appointments and patient records. I also like that my Carepatron calendar has synced with my Google calendar because then I have reminders of appointments, and I feel that I am more on top of things. The customer support has also been very responsive and helpful when I have had issues. This has been one of the easiest EHR platforms that I have used! Cons Some of the problems I have experienced are that the website seems to crash or stop working. I am not sure whether this is due to bugs or glitches, but it's inconvenient when this happens. I have also had notes go "missing," which results in me needing to redo them, which is frustrating. Review Source Response from Carepatron March 31, 2026 Hi Heather, thank you for taking the time to leave a review! These interruptions in your experience are noted and will be raised to the product team. Thanks for choosing Carepatron! FD Fran D. Clinical Psychotherapist Director owner Mental Health Care Used the software for: Less than 6 months ### "Appreciating the support while the kinks are addressed. " March 19, 2026 3.0 We had some difficulties & concerns were heard.They reached out to understand. We are looking forward to concerns being remedied. Truly appreciated their attention. Pros Value is top!!! Love the tags as this helps everyone on staff visualize top concerns for each one wo having to go into the chart. Cons Minor appt reminders need to go to all adults involved. There are some struggles with payment methods being captured and/or saved. The "relationship" does not connect to the minors charts the way it would be beneficial. Actually it causes more disruptions. There needs to be a better workflow for minors overall. (this is what has been discussed). Truthfully the "relationship" option is just confusing, add a section in the charts for contacts, emergency contact....so it is all in one place and easily accessible. Review Source Response from Carepatron March 23, 2026 Hi Fran, thank you for taking the time to share this in detail and for acknowledging the team's outreach. That means a lot. The issues you've raised are significant gaps for a practice of your size, and we understand why they've been disruptive. These are exactly the kinds of things that need to work reliably when you're managing a larger team and client base. We know the conversations have started, and we're committed to following through on them. Glad the tagging feature has been useful for your staff. Thank you for this feedback! 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. 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! 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! LLR Lufuno Lucky R. Counsellor Health, Wellness and Fitness Used the software for: 1-2 years ### "Carepatron " March 20, 2026 5.0 I am absolutely thrilled to use Carepatron after exploring various platforms. Carepatron truly stands out, and it’s incredibly user-friendly, even for my international clients. I confidently endorse everything about it! Pros The platform is exceptionally user-friendly, making it easy for our clients to navigate. The availability of a free option is a significant advantage that sets it apart from others. With hundreds of templates at our disposal, we have ample choices to enhance our projects. Additionally, their video sessions meet high standards, ensuring a professional experience. Cons The Invoice feature is particularly beneficial as it helps streamline processes and save time. It is designed to be user-friendly, making it accessible and straightforward for clients. I initially utilized the free tier for an entire year before upgrading to the paid version. Review Source Response from Carepatron March 31, 2026 Hi Lufuno, thank you for taking the time to leave a review and for the kind words! It means a lot to the whole team. Thanks for choosing Carepatron! 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.