I like that the new update allows you to sign and confirm each document or note. This allows a logged history of edits and changes, unlike previously, when case notes could be altered. Review collected by and hosted on G2.com.

I don't have any big complaints at this time. I do look forward to video conferencing improvements when meeting with my clients. Most clients have difficulty, so we exclusively use Zoom or Webex for video sessions. Review collected by and hosted on G2.com.

I use Carepatron for client management, scheduling, documentation, and improving workflow efficiency. The best part of Carepatron is its intuitive interface and all-in-one workflow, which keeps client records, appointments, and documentation organized, making daily tasks easier and more efficient. It's great that the setup was quick and user-friendly, and our team was able to start using it with very little training. I also appreciate that we switched from Cliniko because Carepatron provided a more intuitive interface, better scheduling tools, and improved documentation in one platform. Review collected by and hosted on G2.com.

One area for improvement is the customization of reports and workflow, which could be more flexible. At times, the platform can feel a bit slow when working with large records, and having more third-party integrations would make it even more useful. Overall, these are minor issues and the platform works well for daily use. Review collected by and hosted on G2.com.

It has been easy to get started. I like the suggested workflow of getting started. There has been a lot of support. The app appears to be user friendly and intuitive for providers as well as clients. Review collected by and hosted on G2.com.

I am still navigating the templates. Though there are a lot of options, it is somewhat overwhelming to determine which ones are best for me and my team to use. I have an onboarding call scheduled and hope that this will help. Review collected by and hosted on G2.com.

Personalized help, great price point, loads of features included at each subscription level, the ability to try the software before committing, billing ease, access to documentation templates and easy workflows, calendar integration, appointment reminders Review collected by and hosted on G2.com.

I would like if they offered ongoing webinars on different topics or software features. I would also like easier preview options-so I can preview how a workflow will roll out or a document will look. Review collected by and hosted on G2.com.

Carepatron offers useful integrations that fit well into daily workflows. Its performance is reliable, with a responsive and easy-to-use interface. The pricing provides good value for the features included, making it a worthwhile investment. The support and onboarding process is helpful, with responsive assistance and straightforward setup. The AI features help streamline documentation and administrative tasks, improving efficiency. Review collected by and hosted on G2.com.

There are a few areas that could be improved. Some advanced features have a learning curve, and occasional updates can take time to get used to. I’d also like to see more customization options, additional integrations, and further enhancements to the AI features. Review collected by and hosted on G2.com.

Carepatron is easy to use and includes many features that are important for my business, like templates, a booking link, and a client portal. I especially love how quickly I can add clients and enter their information—it only takes seconds. Review collected by and hosted on G2.com.

I would like there to be autopay and automatic invoicing, as I often forget to send invoices after sessions. The invoices have also been difficult for my clients' HSA accounts because it does not show that they paid the fee, so their HSA is rejecting the payments. Review collected by and hosted on G2.com.

A very comprehensive system that meets almost all the needs of a medical practitioner, such as a mental health professional. It has reduced my admin time by more than half, and the built-in workflow frees me up to focus on other important areas of running my practice. Having various services set up in the availability schedule empowers my clients to choose what they need. Overall, the system’s versatility is crucial for both the clinician and the client, and it helps streamline and enhance administrative processes. Review collected by and hosted on G2.com.

I wasn’t able to upload a payment QR code as one of my payment options. It also took a lot of trial and error to understand how the system works and to get everything set up properly. Review collected by and hosted on G2.com.

Overall, it’s affordable and fairly user-friendly, with all the features I need: booking links, appointment reminders, and automated workflows. It performs very well—particularly the virtual meeting area—and includes an AI scribe that helps with notes and reminders for upcoming appointments. There’s also a HIPAA-compliant space for chatting with clients, and they’ve recently added credentialing and billing services, which I think is a great addition and makes them extremely competitive. Review collected by and hosted on G2.com.

Some of the forms and templates feel a bit clunky and are difficult to create. I also don't like that you can't control when automated workflows are sent for actions like joining the portal or completing intake paperwork. Those messages are sent back-to-back, which I find can be confusing for clients. I'd prefer the automated workflow to send the email/text for intake paperwork after someone has joined the care portal, rather than immediately after a client is created. That would distinguish the messages and provide a buffer instead of two similar texts/emails arriving consecutively. Additionally, when someone joins the care portal there is no notification indicating they have documentation to complete. It would be helpful to have something that directs clients to the paperwork so they can finish it. Support can be a bit difficult to get in touch with if their AI support doesn't resolve your issue. It's like I have to meet with someone to fix an issue, which I don't always have time for, rather than being able to submit a ticket to an IT department for them to resolve. Review collected by and hosted on G2.com.

I use Carepatron to meet with clients virtually, process payments, schedule, communicate with my team, and for therapy tools. It's allowed me to open my private practice easily because it's affordable. It has great workflows that are highly customizable, which I really like. It also has templates from other providers, so I don't feel like I'm so alone. What I like most is how it is simple, customizable, and affordable. It really saves me time. The workflows allow me to not have to think about sending client paperwork or documents or billing. It makes it really simple, so I'm cutting out some admin time. And the online telehealth system is really simple and intuitive, so my clients can do it easily. The initial setup was very easy. Review collected by and hosted on G2.com.

{"I think Carepatron's templates could be improved. We could make them a little more simple."} Review collected by and hosted on G2.com.

Carepatron is an all in one system, which is what I like most about it. My clients can book services with me and see what services I offer, and the system automatically emails them the paperwork as soon as they book. The booking is the feature I use the most. It saves me time because clients get the paperwork immediately and I don't have to worry about remembering to send it, since Carepatron does that automatically. It also sends them reminders a couple of times when they haven't completed the paperwork before our meeting, so there's no back and forth emailing to get it done before the first session. The welcome email and reminder emails are the most reliable part for me. Recently a client booked a session, automatically received their paperwork, completed it right away, and it came back to me for review, so I knew all the information at the beginning and our session was more beneficial. Clients find it easiest to receive the paperwork automatically and complete and sign it online instead of printing it out, which has been a huge help and lets me see clients from anywhere. We can also meet on video in Carepatron, it sends invoices automatically, clients can pay me and it goes directly to my bank account, and I can take notes in the system. There are pre-made notes templates you can use, and it's easy to copy and paste your forms in and have them formatted for you. The system is super helpful and very easy to use, and I don't have any complaints. The initial setup was very easy and went smoothly. Review collected by and hosted on G2.com.

I don't think there's anything that doesn't work with Carepatron. It's super helpful and easy to use. There are already some pre made notes templates in there that you can use, and it's easy to copy and paste your forms in there and it formats for you. So overall, the system is very easy to use, and I don't have any complaints about the system. Review collected by and hosted on G2.com.