Carepatron Reviews & Product Details

I really appreciate that Carepatron integrates all the services I need into one product, like note templates for clinical documentation, billing, scheduling, and an encrypted video platform. Carepatron is easy to use and intuitive, which makes everything a lot less stressful. It's affordable too, which is a big plus. All the features have easy-to-use commands, and there are simple videos available for guidance. This combination makes it quick to learn, streamlines my tasks, and saves me time. The initial setup was also easy to learn, especially with the available video tutorials. Review collected by and hosted on G2.com.

The only issues I’ve had is that the updates can feel too frequent as they sometimes occur daily. After updates, sometimes I have issues with the video not loading. Review collected by and hosted on G2.com.

I like how Carepatron solves the problem of booking, especially since it is kind of fast. I also enjoy the AI capabilities which, although could be better, are still impressive. They offer great abilities like transcribing entire conversations and generating notes in predefined formats such as SOAP, which is really helpful for following up on my patients. Additionally, the note-taking feature is really great. Review collected by and hosted on G2.com.

I think that the payment processor is not great because I cannot receive payments from customers that are outside Mexico, and that's a problem for me. Also, I wish I could connect the calendar with platforms like Zoho, or other platforms, not just Google or Microsoft. Review collected by and hosted on G2.com.

CarePatron has been a game-changer for my practice from day one. As a small but growing business, I needed something that was powerful, simple, and affordable, and CarePatron has exceeded my expectations in every category. They make it easy to run a professional practice without feeling buried in technology or paperwork.

The video appointment feature is incredibly smooth. My clients receive clear links, sessions connect without headaches, and the layout is intuitive for both the provider and the client. I can move from my schedule to a video session in just a few clicks, and everything feels organized and steady. For clients who may not be tech savvy, this matters a lot, and CarePatron has made that part almost effortless.

Billing and invoicing are just as straightforward. Sending invoices takes only moments, and everything is clean, clear, and easy to track. The email system is simple to use and very professional, so clients receive what they need without confusion. Instant messaging inside the platform is another major win. I can quickly and securely touch base with clients, clarify details, or share updates, all in one place, without juggling a bunch of different apps.

One of the things I appreciate most is that CarePatron keeps improving the platform without punishing loyal customers. They continue to add features, refine the experience, and expand what the system can do, yet they honor the rate you start with. That level of integrity and respect is rare. It shows they are in this for long term relationships, not quick hits.

Their support team is outstanding. Any time I have a question, they are truly Johnny on the spot. Responses are fast, friendly, and actually helpful. You can tell they understand what it is like to run a real practice with real people, real schedules, and real pressure. They listen, they respond, and they fix things. That alone sets them apart.

For a smaller business that is growing in phases and being careful with every dollar, CarePatron is an ideal starting point and a very strong long-term partner. The platform is budget-friendly, thoughtfully designed, and built to grow with you. They support insurance workflows, make documentation easier, and keep everything in one place so you can focus on serving your clients instead of wrestling with systems.

In short, CarePatron is truly awesome. They make it easier to practice with excellence, to scale at a realistic pace, and to take good care of the people you serve. I recommend them wholeheartedly to any clinician or coach who wants a dependable, friendly, and capable practice management solution. Review collected by and hosted on G2.com.

The only thing I dislike is a recent change in the calendar workflow. I used to be able to click directly on the client’s name in the calendar and go straight into the video appointment. About four weeks ago that changed, and now I have to click on the appointment, hit edit, then send, and only then can I get into the video session. It is not a deal breaker at all, but it does add extra steps to something that used to be very simple. If they bring back the ability to join the video call just by clicking the client’s name in the calendar, the experience would be absolutely perfect for me, because I truly love the rest of the program and how easy everything else is to use. Review collected by and hosted on G2.com.

I like the scheduling feature in Carepatron because it allows me to schedule my clients from anywhere. I appreciate being able to set a virtual link with either Carepatron or Zoom. The DAP feature helps to bring the conversation together, and I really like the transcribing feature that collects my conversations. I also find linking my devices to be a great aspect of Carepatron. Review collected by and hosted on G2.com.

I still wish there was a voice recording feature so I could go back and listen and take my own notes. I wish there was an alert system reminder about my scheduled appointments linked to my phone. Maybe a day before alarm or the day of. I have a separate technical gadget I have to load up to see who is on my schedule for today. Also, maybe send me a cancellation notice by email whether I do it or they do it. This will help a lot. It was difficult to set up but I push through it. Review collected by and hosted on G2.com.

I find Carepatron quite user-friendly and intuitive, especially for North American users. The menus, location of features, and language used across the platform have a quickly discernible meaning for most English-speaking people. I also appreciate that it offers an affordable way to facilitate counselor/client scheduling, appointments, and documentation. Review collected by and hosted on G2.com.

Right now, it feels difficult to connect Carepatron to other tools we use or automate workflows outside the platform. Ideally, Carepatron would provide stronger support for integrations through a well-documented public API so external systems can securely read and write data, and webhooks for key events so automations can run in real time. Easier connections with automation platforms like Zapier or Make. We also have some unreliable behaviors in the telehealth tool- if someone joins a meeting before the start time, they end up in a different virtual space than a person who joins (using the same link) after the start time of the meeting. Review collected by and hosted on G2.com.

I like that Carepatron has an app which makes it easy to send documents to clients and create my own documents to send. I can also edit documents provided by Carepatron and schedule clients effortlessly. It sends reminders to clients via text and email, which is a big help. Having an all-in-one application keeps the backend running smoothly, allowing me to concentrate on other things. It's definitely a time saver for me. The more automated, the better. I appreciate that the app doesn't keep pressuring me for unnecessary things like upgrades. Review collected by and hosted on G2.com.

The app asks for updates a lot but I am not sure what it is updating. I only use what I need. Review collected by and hosted on G2.com.

I find the simplicity of Carepatron's app to be very user-friendly and easy to use. Adding a patient is a breeze with this platform. Collecting payment is definitely seamless, which is a big plus for me. I also like the platform layout and the notes feature, which I believe are quite valuable. The AI dictation helps me capture things I might have missed during conversations, especially for SOAP notes. The pre-created templates are very handy. I'd recommend Carepatron to anyone just starting up due to these features. Additionally, I find the pricing per person to be wonderful, and the initial setup was very easy. Review collected by and hosted on G2.com.

I believe that the e-prescribe abilities should be added to Carepatron, and I think that it should also have PMP aware, the prescription drug monitoring database attached to it. For prescribers, I think it would be a great EMR if only it had that capability. Review collected by and hosted on G2.com.

I really like the AI dictation and the premade templates with clickable forms that Carepatron offers. It makes tasks more efficient by streamlining billing and scheduling, and the customization of the calendar is a great feature. Setting up a dummy account was super simple and pretty self-explanatory, especially when customizing the calendar and scheduling. Carepatron's overall user-friendliness is appreciated compared to other EHR systems. Review collected by and hosted on G2.com.

As of now, I have no idea how to use the AI dictation once I open a template and then I open it in the workspace. I can't figure out how to use it, but that is not an issue that Carepatron has created. That's probably an issue either with my iPhone or with the fact that I was just testing out the website and have not paid for anything at this point. Review collected by and hosted on G2.com.

I appreciate the affordable cost of Carepatron. The audio feature with AI that develops progress notes for me is really handy, and I like that I can make adjustments as needed. The chat feature is something I appreciate too, as it helps keep private information secure compared to using email or a cell phone. I like that Carepatron stores all my completed notes, which is convenient. Creating a fake user to practice features like the camera feature before using them with actual clients is also something I appreciate. Additionally, the ability to sync Carepatron with my personal calendar prevents scheduling conflicts, saving me time. I also found the initial setup user-friendly and appreciated the chance to try the free version first. Review collected by and hosted on G2.com.

I'm not sure what's going on with the connectivity. I've had clients express concerns that the audio feature cuts off more often than on other platforms. There might be ongoing tweaking happening with the IT side. I've also heard the same concern about connectivity not being the same compared to others. Additionally, there could definitely be ongoing improvement in regards to the ability to personalize each of the statements and receipts for my clients. Review collected by and hosted on G2.com.

I like that Carepatron is organized and very user-friendly. It allows me to organize my clients in a really great way, including note-taking. I love the fact that it uses AI to record my notes so I can spend more time with my clients instead of writing or typing things up. It just makes it easy to keep track of my clients and send forms, streamlining my practice. I appreciate how it organizes billing, client information, their notes, and all forms, providing all the information I need. Invoicing and scheduling are also invaluable features. The initial setup was super easy. Review collected by and hosted on G2.com.

I find the video quality in Carepatron could be improved. A lot of the times, I've had to switch to using Google Meet or Zoom because Carepatron would often lag or freeze for long periods, which other apps don't do. Review collected by and hosted on G2.com.