--- title: "Carepatron Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Carepatron the right Mental Health solution for you? Explore 859 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 (859) [View alternatives](https://www.capterra.com/p/195467/Care-Patron/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 17th, 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 859 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! 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 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. 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 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! NN Natalie N. Licensed Clinical Social Work Mental Health Care Used the software for: 1-2 years ### "Works for starting out but not competitive to the major therapy platforms" April 7, 2026 3.0 The program is a great price if you're starting out your private practice. However, it lacks some of the key functionality that a private practice needs to run effectively and efficiently. If you are starting a private practice and only working a day or two a week, it is manageable, but if you do this full time or run a group practice, some functionality of the platform needs to make some big improvements before it seems like a viable competitor to Simple Practice or Therapy Notes. Pros Moving my client documents and files over from another platform was fairly easy. I also like how the platform has it's own video conferencing option. It is a good price, but there are definite things I would like to see changed. Cons Carepatron doesn't feel like a program that was created for therapists to use. When a client or potential client fills out paperwork, it doesn't automatically update personal details, like phone number, date of birth, etc. It also doesn't have a great homepage. I wish it had a place where it indicated you have notes that are drafts or are not yet complete. It also doesn't have reminders that you need to complete something or update a treatment plan. The templates that are within the program also need some work or don't automatically calculate a score (like the PHQ-9). Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron It seemed more affordable and had video conferencing options Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) They were increasing their pricing and didn't have video conferencing options. Review Source Response from Carepatron April 13, 2026 Hi Natalie, thank you for the honest and detailed feedback. Your specific points on auto-populating client details from intake, draft note indicators, treatment plan reminders, and assessment scoring (like PHQ-9) are exactly the kind of input that helps us prioritize, and we've shared all of it with our product team. We appreciate you sticking with us and taking the time to lay this out. MP Marlo P. Therapist Mental Health Care Used the software for: Less than 6 months ### "Carepatron Review" April 6, 2026 3.0 My overall experience has been satisfactory. I feel like I get a good number of resources for the money I am paying for the platform. I appreciate that. Pros I like the price of the services and what is offered with the price. I also really appreciate the transcribed sessions and AI generated note taker. That feature is most helpful for saving time with my practice. Cons The system is not as user friendly as I would like. Logging on from the internet is not always easy. Also sending out assessments through the patient portal is not user friendly. Interacting with the patients through the portal should be more accessible. Changing and scheduling appointments is not user friendly. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Pricing and features available. Ai note taker and billing. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Pricing and features. Ai note taker and other features sold me. Review Source Response from Carepatron April 13, 2026 Hi Marlo, glad the AI note taker and transcription have been saving you time. We've noted your feedback on the patient portal, assessment delivery, and scheduling usability, and have shared it with our product team. Thank you for the honest review! 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. GO Grace O. Therapist Mental Health Care Used the software for: 2+ years ### "Appreciate the functions, and there's room for growth!" March 24, 2026 3.0 Pros I like the automatic appointment reminders, the ease of use of the telehealth platform, and the value of the product. I also like the ability to cross reference calendars from other sites/apps. Cons It's often buggy, sometimes my contributions don't save, and that's frustrating. I also wish there were more reliable reporting for case management - for example, I need to report every month how many sessions each client attended. I haven't found an efficient way to do that yet. I wish there were more options for collecting and organizing client info to use for generating reports for grant applications, etc. I also think the documentation can be tough to follow and track because the interface isn't so user friendly. It's also a chore to navigate the documents tab and review the doc history. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) it's more cost effective for our nonprofit program Review Source Response from Carepatron March 25, 2026 Hi Grace, thank you for the feedback and for sticking with us for over two years. These issues are all noted and will be flagged for the product team. These are meaningful gaps, especially for a larger practice with case management needs. Thanks for choosing Carepatron! KC Kathleen C. Counsellor Mental Health Care Used the software for: 6-12 months ### "Everything all in one place" March 24, 2026 4.0 Overall, the pros outweigh the cons for me. The fact that intake forms are built in with video conferencing, invoicing, scheduling and note taking makes it so that i don't have to use another separate service. Everything is in carepatron and that's hard to find at this price. So I appreciate it greatly. Like I mentioned, there are things I would love to see improve but i get that it's likely not easy ot change certain things that are that specific. Overall, thank you! I use Carepatron now for work and for my own private practice. Pros I love the options in the calendar, it's super easy to use and comparable to calendly which before this I considered to be the most user friendly booking calender out there. Documenting client notes is also super seamless and easy. I like the sections that we can add into the notes and forms. It makes it a super user friendly experience for clients and for myself when taking notes. The appointment reminders are also really timely. For the price, to be getting invoiving, forms, video calls, scheduling and note taking all in one platform this is really a better choice for me personally than apps like jane that would charge me so much more for a less user friendly and less visually appealing platform Cons \- It would be nice if the invoices could allow two default taxes because I live in a place that charges two taxes automatically - Sometimes my clients have mentioned to me that it's hard for them to access the carepatron link/ it maybe asks them to log in when they click on the carepatron video link so sometimes i have to switch to google meet to accomodate them, but i don't experience their side of things so i'm unsure what the issue is but yeah sometimes the carepatron link is finicky - For scheduling I wish I could automatically have the option to set a maximum number of clients that can book in a day. I could just block off times myself in my calendar but it would reduce my mental load significantly if it was just built in as an option - My major con is that the invoices can't automatically be sent to clients after a session. Carepatron makes an invoice/billable automatically after the session but because I have to add my second tax in addition to the default tax, I have to delete the billable and make a blank invoice Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Simple practice was more expensive and very clinical + I experienced it as a client, it was hard to access my client portal for my sessions Switched from [Psylio](https://www.capterra.com/p/197530/Psylio/) Their scheduling options were too limited and they didn't have built in intake forms + it was getting too expensive for me given that I had to use another service for intake forms Review Source Response from Carepatron March 31, 2026 Hi Kathleen, thank you for taking the time to leave a detailed review! These concerns are noted and will be raised with the team. Feedback like this genuinely helps us improve and inform our next steps. Thanks for choosing Carepatron! VS VANESSA S. CEO Legal Services Used the software for: 1-2 years ### "Affordable, Evolving, and Exactly What I Needed" March 19, 2026 5.0 Overall, my experience with Carepatron has been very positive. After an extensive search for the right EHR system, this platform has proven to be both reliable and efficient. It meets my operational needs, continues to improve, and provides a level of accessibility that is hard to find at this price point. I would absolutely recommend it to others looking for a practical and affordable solution Pros One of the biggest reasons I chose Carepatron was the affordability. As someone who spent a significant amount of time searching for an electronic health record system that was both cost-effective and functional, this platform truly met my needs. The value for money is exceptional. Beyond pricing, I really appreciate how the system continues to evolve and improve. I can clearly see updates being made regularly, and it shows that the company is actively investing in making the platform better for its users. The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients. Cons The only area I would like to see improvement in is customer support availability. While I understand that many systems are moving toward automated or AI-based responses, there are times when having access to live support 24/7 would be extremely beneficial, especially when handling time-sensitive matters. Alternatives considered [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Reason for choosing Carepatron I chose Carepatron because of its affordability, the continuous addition of new features, and its ability to grow alongside my business. As I expand, I can see Carepatron evolving as well, which is incredibly valuable. I truly appreciate the ongoing improvements and overall functionality. I love everything about it. Review Source Response from Carepatron March 24, 2026 Hi Vanessa, thank you so much and really glad Carepatron has been a good fit for your guardian and conservator work! On support availability, just a heads up that our support team is active throughout the day with extended hours, and you can also reach someone live through the help button inside your workspace. Hope that helps for those time-sensitive moments. Thanks for the glowing review and for recommending Carepatron! NW Ngoc-quynh W. Psychologist Owner Hospital & Health Care Used the software for: Less than 6 months ### "Psychological evaluations with children" March 19, 2026 4.0 Good - I would keep using even with the issues I have with it. I have enjoyed using Careptron a lot. Pros easy to navigate, insurance verification, great value for money, customer support is very nice though not always helpful. I also like being able to send intake packet. Cons somewhat cumbersome to bill when I have several CPT codes (would be nice to have a template I can use and just need to provide patient's information, dx, and date of service), I work with kids, and carepatron ALWAYS combines siblings together because they think it is a duplicate due to parent's contact information being the same. Sometimes, they even change the name of a client to sibling when parents submit paperwork for a new sibling. I wish Carepatron would just keep them separate if the client's name is different (if it is a true duplicate, can always just delete). Also, I wish templates can be favorited and accessed whenever I want when I create a note for an appointment. Right now, I can only access last few templates I opened, which isn't helpful. Finally, I wish we could call a phone number into the video calls. I would like to use carepatron when calling interpreters and I can't because Carepatron doesn't have that available. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing Carepatron good value and appeared to meet most of my needs Review Source Response from Carepatron March 24, 2026 Hi Ngoc-quynh, thank you for the detailed feedback and for sticking with Carepatron despite the frustrations! These issues are all noted and will be going into our feedback pipeline. The sibling merging one in particular is worth raising directly with our support team through the help button in your workspace. Thanks for choosing Carepatron! AG Azia G. Marriage and Family Therapist Associate Mental Health Care Used the software for: 6-12 months ### "I like it!" March 19, 2026 5.0 Overall, I enjoy using this platform. As I mentioned before, I am about to transition into private practice and I will still use Carepatron with my clients. I like that it automatically sends my client's their links and appointment reminders and you can create your availability for people to reschedule/request appointments. Pros CarePatron is easy to use! It has great features for a good price that I had to pay more with other platforms. It is easy to book appointments, manage them, and stay organized with various appointments (such as couples vs. individuals). It is also easy for me to keep up with all of my client's information and send them documents through the portal. And I LOVE LOVE LOVE the various templates that are already uploaded to CP! I am about to transition into private practice and will be using CarePatron. I don't use all of the features just yet because for my job you don't have to, but I look forward to learning and exploring more! I have not used the customer support yet, but when I read reviews on Reddit, everyone had positive things to say about it. Cons For one of the practices I work for, we have had a few bugs. Either the cameras would not connect (and it was not because of our camera or internet) or it would seem like me and a client were waiting on each other to log in (although we were both actually logged in). There has also been an issue with some of my client's not being able to receive emails to create a portal. However, the pros for me still outweigh the cons. I still plan to use Carepatron. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Carepatron was cheaper. I don't currently pay for CP since I work under a company, but when I was doing research for the transition into private practice, I liked what CP had to offer and presented it to the company. Review Source Response from Carepatron March 31, 2026 Hi Azia, thank you for taking the time to leave a review! These bugs are noted and will be raised to the product team. We're constantly working towards improving the telehealth experience. Thanks for choosing Carepatron! AF Alecia F. License Professional Counseling Health, Wellness and Fitness Used the software for: 1-2 years ### "Great Platform " March 19, 2026 5.0 Overall it is worth the price for all the things that are available in the system. I have been using it for over a year and it works great for me and my business. Pros I like the value for the platform. It is affordable than others programs. It provides a free library of forms that can be accessed and modified to tailor your own needs. It is easy to use for the provider and clients. The appointment management system is easy to setup and manage. My clients are able to utilize the system to schedule their appointments without waiting. The patient records are stored and easy to access. There are some bugs and issues with the system but they are manageable and the company seem to work very quickly to solve any issues. Cons The least is the bugs and minor glitches in the system. At times it is hard to get into the provider files/forms. Alternatives considered [Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron The price and easy setup. The price was great for everything that comes with the system. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Cost was extremely high. This program did not have all the features as Simple practice but there were options Review Source Response from Carepatron March 23, 2026 Hi Alecia, thank you so much. Over a year in, and a 10/10 means a lot! Glad the form library, client self-scheduling, and appointment management have been working well for both you and your clients. The bugs and provider file access issues are noted. We know those are frustrating in the moment, and we're continuing to work on stability. Really appreciate you recognizing that the team moves quickly when things come up. Thanks for choosing Carepatron and for sharing your experience! AR Anabel R. Social Worker Mental Health Care Used the software for: 2+ years ### "Long time user since 2024 consistent 5 stars " March 19, 2026 5.0 Overall outstanding experience and great value compared to competition. Only had to contact customer service once for a tech issue with reminders being sent out and they were very responsive and accommodating Pros Carepatron is visually appealing and simple to use. It's calendar features make it easy to understand scheduling at a glance with clear color coded appointment blocks. From the appointment details, it is easy to start a note and issue a invoice. It is handy to be able to have the option to have different availabilities per appointment type. I appreciate having different pop up windows in the app to be able to reference other information, past notes or dates. Cons I would appreciate more analytics to better understand individual KPIs and financial overviews. Being able to understand marketing strategies and conversions would be great. While I understand the security behind a new telehealth link each time, it would be easier for clients to have one waiting room link that they could save. I'd love to have more provider notifications and reminders for appointments or when a client joins a telehealth call Alternatives considered [Upheal](https://www.capterra.com/p/10019262/Upheal/)[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Zanda](https://www.capterra.com/p/180530/Power-Diary/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Pricing, especially just starting out in solo private practice I was looking for something easy to use that would grow with my practice Review Source Response from Carepatron March 23, 2026 Hi, Anabel! Two years and consistent 5 stars, that really means a lot. Thank you! Glad the calendar, scheduling flow, and ability to reference notes across windows have been working so well for your practice. The feedback on analytics, persistent telehealth waiting room links, and provider notifications is all genuinely useful. These come up, and we'll make sure they're on the product team's radar. Thanks for sticking with us since 2024! JC Jo C. Practice Manager Mental Health Care Used the software for: 1-2 years ### "Solid, practical and efficient, probably best suited for solo practitioners" March 20, 2026 4.0 Overall, excellent value for money. A few niggles but I can usually find a workaround. Combining appointment setting and patient records has been a gamechanger Pros Excellent value for money, responsive customer support and I really appreciate being able to have appointment management and patient records all in one place. Cons ~there is no capacity to change the default setting of appointments to "unconfirmed" (because of the nature of the centre and our way of booking) which means it has to be done manually every day and that's a hassle. ~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. ~stats and analytics are tricky to get and annoyingly meaningless without introducing 3rd party apps ~no parttime pricing options for part time staff - I have a team of 8 but only 2 work more than 1 day a week! ~it feels like CP was set up for solo practitioners and a lot of helpful aspects aren't available for centre type organisations ~there is a glitch where emails sent from CP come back to our email systems and aren't recorded in CP so we have to manually screenshot and lodge - this drives me bonkers! Alternatives considered [Heidi](https://www.capterra.com/p/10017474/Heidi/)[Worksy](https://www.capterra.com/p/267308/Lightman/)[Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)[Fresha](https://www.capterra.com/p/142138/Shedul-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Carepatron price, functionality, ability to combine scheduling, appointment reminders and client documentation in one system Review Source Response from Carepatron March 23, 2026 Hi Jo, we appreciate you taking the time to share this, and we're glad the value, support, and having everything in one place have been working well for you. The points you've raised around appointment defaults, intake form flexibility, analytics, and part-time pricing are genuinely useful feedback, and we've passed them along to the team. We know Carepatron is still growing into multi-practitioner and centre-style workflows, and feedback like yours directly shapes where we focus. If you'd like to flag any of these with our team directly, you can reach us at support@carepatron.com or through the help button within your workspace.  We would be happy to help. 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! NB Nicole B. Senior Director of Operations Health, Wellness and Fitness Used the software for: Less than 6 months ### "Easy to Use and Customize" April 3, 2026 4.0 Overall Carepatron has been a great tool for our team. It offers the flexibility to capture client care documentation in the manner that meets our business needs, and is very user-friendly in terms of documenting sessions, services and client care. We have also had a great experience working with the Carepatron development team who has been open to our ideas and helped with troubleshooting when needed. This is a great value for the money! Pros Carepatron is a great value for the monty and provides some necessary branding and template configuration controls that we need for team operations. I like the ease of use to facilitate clinician onboarding, and some of the scheduling and service configuration options have worked well for us. Cons We rely heavily on our ability to alert our clinicians when clients have provided high-risk responses to an assessment or questionnaire, and need full access to all client data to properly facilitate program evaluation and outcomes reporting. We would also like to see additional workflow customizations available, as well as the ability to more easily integrate care into other systems used to support client onboarding and post-treatment support. We are using Carepatron for a clinic-based setting, so the option for clinicians to delete some of the templates, clients, etc. isn't ideal. Alternatives considered [Qualifacts CareLogic](https://www.capterra.com/p/267145/CareLogic-Enterprise/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron Price, branding options and custom configuration options. Switched from [Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/) To be able to scale in a cost-effective manner with a platform that had messaging and video capabilities already integrated. Review Source Response from Carepatron April 7, 2026 Hi Nicole, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron! DC Daniel C. Therapist Mental Health Care Used the software for: 6-12 months ### "Early Adopter" March 31, 2026 4.0 Overall it is positive. I'm not a lifelong user yet but may be as long as the company continues to improve their product. Being an early adopter has it's drawbacks but none have been deal breakers for me. Pros It has suited my needs and come in at a cost under many competitors. It is fairly intuitive and I've seen productive changes since I began using it about 8 months ago. There was a period where things were crashing and that seems to have resolved itself. Cons The AI note taker is nice but it still is nowhere near as accurate as products like Blueprint. I frequently have to take my transcript into another product to get a good note. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Blueprint](https://www.capterra.com/p/118821/Blueprint/) Reason for choosing Carepatron Selection primarily based on AI feature and initial cost. Review Source Response from Carepatron April 7, 2026 Hi Daniel, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron! TH Tina H. SLP Health, Wellness and Fitness Used the software for: 6-12 months ### "Reliable and Affordable EMR" March 24, 2026 5.0 My overall experience with Carepatron has been positive. It’s a practical and accessible platform that supports the day-to-day needs of running a practice without feeling overwhelming. The system is easy to navigate, and features like appointment reminders and AI-supported Q&A help streamline workflows and save time. I’ve had a good enough experience that I’ve already referred two colleagues to start using it as well, which speaks to the value I see in the platform. While there are still areas for growth—especially for pediatric-focused use and more data-driven documentation—the overall reliability, affordability, and support make it a solid choice for clinicians looking for an efficient practice management solution. Pros I’ve had a positive experience with this product. The affordability really stands out—it offers great value without compromising quality. The AI Q&A feature is especially helpful for quickly finding answers and handling common issues, which saves a lot of time. When something isn’t fully resolved by the AI agent, the customer service team is responsive and steps in promptly to provide thorough support. I also appreciate the level of customization, which allows the system to be tailored to specific needs rather than feeling one-size-fits-all. The appointment reminder feature is another strong point ; it’s reliable, easy to use, and has helped reduce missed appointments. Overall, it’s a well-rounded product that combines efficiency, flexibility, and dependable customer support. Cons One limitation is that the platform feels more tailored toward adult clients. As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient. Additionally, the documentation features feel less data-driven than I would prefer for tracking progress. It would be very helpful to have stronger data collection tools and built-in data visualization features in the future to better support clinical decision-making. Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) need a more comprehensive EMR for the team. Review Source BJ Barry J. Therapist Mental Health Care Used the software for: 6-12 months ### "Overall pleasant and positive experience" March 24, 2026 5.0 I have been using CarePatron for my documentation and practice management as a private practice therapist, and I’ve been very pleased with the experience. The platform is intuitive and easy to use, which makes day-to-day documentation efficient and straightforward. It also offers a high degree of customization, allowing me to tailor templates and workflows to fit my specific needs. One of the standout features is the scheduling system. The ability to send automated reminders to clients has been especially helpful in reducing missed appointments and keeping my schedule organized. Cost is another significant advantage. Compared to many competing platforms, CarePatron is more affordable while still providing the core features necessary to run a practice effectively. I also appreciate its more streamlined, “bare bones” design. It avoids unnecessary bells and whistles that can complicate workflows, allowing me to focus on clients. Overall, I’ve had a very positive experience with CarePatron and plan to continue using it in my practice. Pros Ease of Use – The platform is intuitive and straightforward, making documentation efficient and reducing time spent navigating the system. Customization – You can tailor templates and workflows to fit your specific needs as a therapist, rather than being locked into rigid formats. Scheduling & Reminders – Built-in scheduling features with automated text and email reminders help reduce no-shows and keep your calendar organized. Affordability & Simplicity – It’s more cost-effective than many competitors and maintains a clean, “bare bones” design without unnecessary features that get in the way. Cons As someone who enjoys designing custom templates, I would appreciate more options for formatting and visual customization. Additional flexibility in styling would make it easier to create templates that are not only functional but also more polished and visually appealing. Review Source HD Heather D. Psychotherapist Mental Health Care Used the software for: Less than 6 months ### "User-friendly EHR" March 19, 2026 4.0 Overall, Carepatron is great to use. I like that the virtual video platform is integrated into the system, and this program is overall user-friendly! Pros I find that Carepatron is very user-friendly, and I have enjoyed the community aspect of it in regard to being able to share or find templates from other users. I have also enjoyed that I can access Carepatron from my phone as that has been helpful to be able to manage my appointments and patient records. I also like that my Carepatron calendar has synced with my Google calendar because then I have reminders of appointments, and I feel that I am more on top of things. The customer support has also been very responsive and helpful when I have had issues. This has been one of the easiest EHR platforms that I have used! Cons Some of the problems I have experienced are that the website seems to crash or stop working. I am not sure whether this is due to bugs or glitches, but it's inconvenient when this happens. I have also had notes go "missing," which results in me needing to redo them, which is frustrating. Review Source Response from Carepatron March 31, 2026 Hi Heather, thank you for taking the time to leave a review! These interruptions in your experience are noted and will be raised to the product team. Thanks for choosing Carepatron! CP Charlotte P. Psychologist Mental Health Care Used the software for: 1-2 years ### "Carepatron Review" March 19, 2026 4.0 Pros Carepatron is generally easy to use and customer support has been responsive any time I've had a question. The ability to customize notes/forms is great. I initially found it to be a great value for money, but did not realize that the price was in USD instead if NZD (my fault for not confirming). When converted into NZD, I think that other platforms may offer a better value. It is generally very easy to book appointments, create invoices, and the automated appointment reminders are helpful to clients. Cons As a previous user of Simple Practice, I think Carepatron is lacking in some of the features that I've come to expect from an EHR. Not being able to mass export client files is a major disadvantage. The UX could be significantly improved - it feels a bit clunky and is not always easy to find what you are looking for. Not having a "lock and sign" function for saving progress notes is annoying. There was a recent bug with the client portal from the client side that seems to have been fixed, but I still have clients who are unable to sign forms. Review Source Response from Carepatron March 23, 2026 Hi Charlotte, thank you for such a detailed and honest review. This kind of feedback is really useful. The USD pricing confusion is a fair point and something we want to be clearer about upfront for users outside the US. The gaps you've flagged are all noted and we've passed them to the product team. The client portal signing issue in particular is something we'd like to look into further for you, so please don't hesitate to reach out at support@carepatron.com if it's still happening. Glad the notes customisation, appointment booking, invoicing, and support have been working well in the meantime. CH Caroline H. Psychotherapist Mental Health Care Used the software for: 1-2 years ### "Highly recommendedable software for healthcare professionals" March 20, 2026 5.0 My experience with Carepatron has been incredibly positive. It is a wonderful tool which is time-saving, as well as cost-effective. Pros Carepatron is incredibly user friendly and provides a very thorough service that is beneficial to both service users and their ciients. The tailor-made appointment reminders by email and text are a god-send as they help to cut down on no shows. Also, the ability to use the mobile or desktop option makes it more desirable, as well as the opportunity to be able to sync your Carepatron calendar to your Google calendar. Another invaluable feature is the possibility to transcribe client notes which can be stored chronologically on the system. Carepatron also offers a wonderful selection of templates that can be used for client work. The possibility to allow clients to book or pay, receive an invoice or an intake form in advance of the session is also fantastic. The designers of the software have essentially captured the essence of client/patient work to provide a wonderful service. Cons Carepatron tends to sign you out very quickly if not in use. It also seems to require the page being refreshed quite frequently & clients reminders usually thought to be misrecognised as a likely scam. Review Source Response from Carepatron March 31, 2026 Hi Caroline, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.