--- title: "Carepatron Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Carepatron. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Carepatron is a good fit for you!" source_url: "https://www.softwareadvice.com/medical/care-patron-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Medical Practice Management Software](https://www.softwareadvice.com/medical/practice-management-software-comparison/) / [Carepatron](https://www.softwareadvice.com/medical/care-patron-profile/) / Carepatron Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/medical/care-patron-profile/) Reviews [Alternatives](https://www.softwareadvice.com/medical/care-patron-profile/alternatives/) # Carepatron User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 860 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.5/5 - Value for money: 4.5/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 487 reviews (57%) - 4 stars: 280 reviews (33%) - 3 stars: 73 reviews (8%) - 2 stars: 10 reviews (1%) - 1 star: 10 reviews (1%) ### Most mentioned pros - Love the platform and ability to manage my clients and workflows with ease ensuring things don’t get missed, I get paid on time, my clients show up and I have all my notes in one place - all in a few minutes! - 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. - There are an incredible amount of features, including text/email reminders, online scheduling, invoices, and patient portals for secure messaging. ### Most mentioned cons - The customer support, the bugs and glitches with video sessions, the super basic beta feel of the client charts and billing, difficultly of navigation of billing, billing insurance is difficult. - There are some things missing that I wish it had such as a way to see if messages are read, the ability to send mass messages individually, whiteboard feature for the virtual room, being able to customize additional workflows. - I don't like that I'm being forced to work with Stripe for the invoicing, the costs are way too high, so I do my invoicing elsewhere. When I book repeated appointments clients receive confirmation only for the first one - again makes admin more complicated and the platform less reliable. ## Carepatron customer reviews Showing reviews 1-25 of 860 (page 1). ### Bad Customer Service. Predators. - Overall rating: 1/5 - Reviewer: Jeannine H. - Industry: Mental Health Care - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: October 2026 - Review source details: This review was submitted organically. No incentive was offered Bad Customer Service. the customer service attitude change the second I signed up for services. They went from supportive and friendly to all business and zero follow through. They were billing me for Credentialing services and taking zero steps to get me credentialed with services. The interface itself is limited and glitchy, AI notes and video were unreliable, and the basic included intake forms were flawed. The entire system at first seemed streamlined and clean but in the end felt antiquated and limited. The whole reason I moved to them was for the support with credentialing then they just stole from me for months. Refused to refund payment for a year of service I paid for upfront to get a discount and let me know the "wished I'd had a better experience" but did nothing the months i worked with them to better the situation. Predators. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing to put here. the entire experience was a disappointment. terrible people preying upon therapists #### Cons Customer service, the system itself, the glitchy video and AI, the lack of knowledge about credentialing --- ### One Year Carepatron Review Update - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience with Carepatron has been mixed after a year of use. The transcripts and clinical note features are genuinely useful and are probably the parts of the platform I value most. However, the issues with payment processing, client receipts, and unclear subscription billing have become increasingly frustrating. These are not minor inconveniences when they affect client billing and insurance claims, and I would like to see Carepatron address them. While I still find the platform useful, I am less enthusiastic about it than I was when I first started using it. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros Pros: What do you like most about Carepatron now? After using Carepatron for a year, the features I like most are the session transcripts and the different options for creating clinical notes. The transcripts are extremely useful, and having multiple note options makes documentation much easier and more efficient. I also continue to find the platform intuitive and user-friendly. #### Cons My biggest frustration is how Carepatron handles Stripe credit card fees. The processing fee cannot be itemized on the client's invoice or receipt. For example, if my session fee is $150, the client is charged $155.10, but their receipt still shows only $150. The additional fee is only shown to me in a pop-up when I process the payment, not on the client's receipt. This is especially frustrating because clients need accurate receipts to submit to their insurance. As a result, they have to submit both the Carepatron receipt and their credit card statement to show the actual amount charged, which is an unnecessary headache. The only alternative is for me to absorb the processing fee myself. I also find the subscription billing unnecessarily unclear. My account shows that I am on the Advanced Plan and that I am receiving a 38.46% discount for the next 12 months, but I cannot find the actual amount I am paying anywhere. The billing section should clearly show the plan price, discount, and final amount being charged --- ### it was pretty good but i no longer use this product - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Consumer Services - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros i liked it because it and a free trial and it was very easy to use. It was very easy to teach employees. #### Cons the only con is that it had alot of glitching a few a few and it became too much of a Hassel. Not being available when I have deadlines due to glitches. --- ### Avoid them at all time - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: less than 1 year · weekly - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing. I don't like them. #### Cons They don't allow you to access your data when you move to another system. They force you to pay to get your own data --- ### Execellent EMR app - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It has made my practice so much easier; I can focus on fully being present with my patients. I recommend it to my colleagues and friends. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I love that you can tailor it to what demographics you need. The AI transcriber is really helpful. It also has its own virtual platform that is seamless for online clinic. #### Cons In my case, i wish it can incorporate pay wallets using QR codes, because this is more applicable in my location #### Vendor response Thank you so much for this wonderful and thoughtful review! 🙏 We're thrilled to hear that the demographic customization, AI transcriber, and virtual platform have made such a meaningful difference in your practice; and that you're able to stay fully present with your patients. That's exactly what we build for. Your feedback about QR code payment wallets is genuinely valuable. We understand how important that is for your location, and we'll be sure to pass this along to our product team as we continue to expand payment options. Thank you for recommending us to your colleagues and friends, it means the world to us. Replied May 2026 --- ### Beware the Free Account (You may get locked out/Forced to pay for upgrade) - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: a free trial · daily - Reviewed: April 2026 - Review source details: This review was submitted organically. No incentive was offered I was very disappointed by the failure to accurately represent the limitations of the trial period and free account. I don't expect much for free but the misleading suggestion that there is a viable free option was very frustrating. You can really only have a few records for 1 patient and then you get locked out. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros This initially seemed like an OK option for a small therapy practice but the user interface is really awkward in terms of basic billing and documentation for a mental health private practice. #### Cons The 1 GB free account is misrepresented. Once you hit the 1 GB you lose access to EVERYTHING unless you pay for the upgrade. There is a warning that you are nearing your limit but in my mind, that should not mean you will lose access to everything. I was unable to delete my account or retrieve any records that were within the free 1 GB without paying. They eventually agreed to give me access to delete my account but I was still blocked from downloading the client records which I was able to do before I hit the storage limit. #### Vendor response Thank you for taking the time to share your experience. We're truly sorry for the frustration you encountered. That's not the experience we want for any user, and we understand how alarming that must have been in a clinical setting where continuity of client records is critical. We'd welcome the opportunity to make this right. If you're open to it, please reach out to our support team directly and we'll do our best to assist with any outstanding record retrieval. Thank you again for your honest feedback, it directly informs how we improve. Replied May 2026 --- ### Catepatren makes my business carefree - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: 1-3 years · weekly - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. My overall experience has been great and I highly.recommend carepatron to as many people as I can. I like the pricing as well #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I really like how i can access appointment setting theouhh the site.tje sote is essy to navigate and I love all the templates I can use and share with clients so easily. The site has made my work so much easier and stress free! #### Cons I would like to see an option to have clients give me feedback through the site, and an option to create feouos as well as a blog. #### Vendor response Thank you so much for this wonderful review! We're thrilled to hear that appointment scheduling, navigation, and templates have made your work easier and more stress-free. That's exactly what we aim for. We really appreciate your suggestions around client feedback, groups, and a blog feature. These are great ideas, and I'll make sure they're passed along to our product team. We're always looking to grow based on what our users actually need. Thank you for recommending Carepatron, it truly means the world to us. We're excited to keep building a platform that supports you and your clients! 💙 Replied May 2026 --- ### Needs some major changes! - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This review was submitted organically. No incentive was offered It is functional for basic tasks. It have some MAJOR issues that need to be corrected and so far they are not even close to being resolved. From above (That you can’t seem to make basic updates like allowing the virtual visits to have closed caption to all for people with disabilities to use it. Also the inability to have people make partial payments seems like a reasonable thing to have since many people need that option. I also hate that you charged me for a service that I was a beta tester on and never was able to get it to work! Customer service for this issue was nonexistent!) #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 1/5 #### Pros That it is for the most part cost effective. That I can customize my notes. There are more things that I do t like about it than things I do like. #### Cons That you can’t seem to make basic updates like allowing the virtual visits to have closed caption to all for people with disabilities to use it. Also the inability to have people make partial payments seems like a reasonable thing to have since many people need that option. I also hate that you charged me for a service that I was a beta tester on and never was able to get it to work! Customer service for this issue was nonexistent! #### Vendor response Thank you for taking the time to share your honest feedback — we truly appreciate it, and we're sorry to hear about the frustrations you've experienced. Regarding the billing issue for the beta service, that's not the experience we want anyone to have, and we sincerely apologize. We'd like to look into this and make it right. Please reach out to our support team directly at support@carepatron.com so we can dig into the specifics of your account and work toward resolving each of these issues. You can also contact us through the Help button in your Carepatron workspace for faster assistance. Replied May 2026 --- ### Using Carepatron the mostly highs and occasional lows - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Alternative Medicine - Company size: Self-Employed - Product usage: 3-5 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It is more than adequate for my needs and the improvements that have been made to the desktop version have always made my user experience better but I have been frustrated when making or managing bookings on my mobile device. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I am impressed with the way Carepatron are continually looking to improve the product and the customer support team are excellent and seek to address queries and fix bugs and issues in a timely manner with clear communication at every turn. The product is definitely value for money and great for appointment management. The interface is easy to use on a computer but a bit clunkier on a mobile device and the constant updates on accessing the the system do get a bit frustrating especially on the mobile app. I am not currently using the patient record function. #### Cons The use from a mobile device is often frustrating with slow initial load times followed by an update that then further delays the ability to use the app on the go #### Vendor response Hi Andre, we're glad to hear that you've found Carepatron to be great value and that the desktop experience, appointment management, and our customer support have been working well for you. That's exactly the standard we aim for. We completely understand your frustration with the mobile app, particularly around load times and update interruptions. Your feedback here is incredibly helpful, and improving mobile performance is an active priority for our team. Thank you again for being part of the Carepatron community. Replied April 2026 --- ### User friendly and affordable - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have recommended Carepatron to colleagues and friends seeking an affordable platform that offers adaptable and HIPPA-compliant services to clients. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The platform has enabled me to securely send and receive thorough intake forms with clients. I can schedule in one place, record and communicate with clients. #### Cons The pay structure was not clear to me at first. Additionally, I needed extra support setting up secure email. #### Vendor response Hi Lisa, thank you so much for taking the time to share your experience with Carepatron! We're thrilled to hear that the platform has made it easier for you to securely manage intake forms, scheduling, and client communication all in one place — that's exactly the kind of streamlined workflow we hope to provide. Replied April 2026 --- ### Carepatron for Small OT Clinic - Overall rating: 5/5 - Reviewer: District T. - Industry: Medical Practice - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. its affordability and ease of use, which make it a practical option for managing daily tasks without a steep learning curve. The platform is intuitive and allows me to complete documentation, scheduling, and patient management efficiently. While there are some areas that could be improved, the overall value it provides for the cost and its user-friendly design make it a helpful tool in my practice. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros it offers great value for the cost while still providing all the essential features I need in one place. The platform is very easy to use, which makes daily tasks more efficient and reduces the time spent navigating complicated systems. Its patient management tools are especially helpful, allowing me to keep everything organized and accessible, from documentation to scheduling. I also appreciate how simple it is to create and customize templates, which saves time and ensures my notes and workflows are tailored to my specific needs. Overall, it helps streamline my practice without adding unnecessary complexity. #### Cons few workflow limitations that make documentation and administrative tasks more time-consuming than they need to be. For example, goals do not automatically carry over into SOAP notes, which means I have to re-enter or manually reference them each session. When creating intake forms, if I input the child’s name, the signature section defaults to the child rather than the parent, which can be confusing and requires extra steps to correct. I also find it inconvenient that I have to create a separate profile for parents instead of having all relevant information under one unified family profile. The claims submission feature is not very user-friendly, which makes billing more cumbersome than it should be. Additionally, I don’t like that other clinicians in the system can see how much I bill patients, as it raises concerns about privacy and internal boundaries. #### Vendor response Hi Ruby, 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! Replied April 2026 --- ### Efficient, User-Friendly EMR with Great Support and Room for Growth - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Vendor response 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! Replied April 2026 --- ### Works for starting out but not competitive to the major therapy platforms - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: 1-3 years · weekly - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 2/5 - Functionality: 2/5 #### 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). #### Vendor response 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. Replied April 2026 --- ### Carepatron Review - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. #### Vendor response 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! Replied April 2026 --- ### Limited functionality for couples therapists - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Customer service is friendly and sometimes quick in their responses, but the glitches are frustrating. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros It was relatively easy to import notes from a previous EHR program. And the calendar program is intuitive. #### Cons If you see couples, it's not possible to automatically load / carry forward group notes from previous sessions. You have to go back to notes from previous weeks, copy the content, and then paste it into the present note. That's a huge pain. #### Vendor response Hi Andrew, thank you for the honest feedback. We hear you on the frustration with group notes not carrying forward for couples sessions, and we've shared that specific workflow gap with our product team. Glad the import process and calendar have been working well for you. Replied April 2026 --- ### Lifesaving management system - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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. Replied March 2026 --- ### Room for Growth - Overall rating: 2/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I really appreciate the mission of Carepatron; however, the performance is not great. I think practices would be okay paying for convenience because the EHR you choose is crucial for the flow of the practice. I think there is a way to have an affordable EHR while being user friendly. I understand we can’t get all the bells and whistles for the price, but I believe there’s room for improvement. I have hope to see Carepatron continue to grow successfully and benefit practices effectively. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 2/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros I appreciate the accessibility it provides for small practices. I like being able to see other clinicians templates for certain documents in the community tab. #### Cons An assessments tab is needed. Coming from Sessions Health, they had a plethora of assessments in the database. We were able to click the assessment and it would score and interpret the assessment after it was submitted. It wasn’t a word document. I also had the option to set reminders to administer the assessment within a timeframe of my choosing. It’s hard to keep up with when to reassess multiple clients. I also was able to set a reminder to review the treatment plan. I would like a section for a note that isn’t clinical and the client wouldn’t have access to it. It would have things like their social supports names, their favorite color, etc., rapport building material that I can reference and things that wouldn’t be appropriate in a clinical note. It’d be nice to not allow multiple colors for the calendar. Everyone should have the same colors to look uniform. For example, new clients who haven’t completed paperwork could be yellow, new clients who completed the paperwork will be purple, recurring clients could be blue. Allowing each clinician to change their theme gets confusing and looks tacky. There needs to be a note template in the system. The system kind of looks unprofessional. It looks like a bunch of google docs documents rather than an EHR. It takes so long creating our own documents or trying to correct how a document was uploaded into the platform. Constantly having to reload the website or app is so annoying. I don’t understand its purpose. I have a different price than other clinicians in my practice and I find myself having to create invoices manually for each appointment separately. I would like to have more control over my fees and have the invoices be automatically set when the appointment is created. The owners shouldn’t have so much control, especially if they are running a 1099 practice. They can block what features we can and can’t use. I think scheduling and fees should be within individual clinicians control. I never get notifications for the app although I have them on. I have to constantly check the app for any new inboxes. I like that there are AI generated notes; however, I don’t like the transcript being there. It should be optional. #### Vendor response Hi Taj, thank you for taking the time to share such detailed feedback. We appreciate your honesty on assessments, invoicing, notifications, and document formatting, and all of it has been passed along to our product team. It's clear you care about seeing Carepatron improve, and that input matters to us. Replied April 2026 --- ### Solid, practical and efficient, probably best suited for solo practitioners - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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! #### Vendor response 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. Replied March 2026 --- ### Great for a side hustle, Just watch what you use at first if your not going all in. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Mental Health Care - Company size: Self-Employed - Product usage: less than 1 year · monthly - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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! Replied March 2026 --- ### Easy to use - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### 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 #### Vendor response 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. Replied April 2026 --- ### Everything all in one place - Overall rating: 4/5 - Reviewer: Kathleen C. - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 #### Vendor response 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! Replied March 2026 --- ### Why CarePatron Became the Clear Choice for My Practice - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Individual & Family Services - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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! Replied March 2026 --- ### Easy to Use and Customize - Overall rating: 4/5 - Reviewer: Nicole B. - Industry: Health, Wellness and Fitness - Company size: 11-50 employees - Product usage: less than 1 year · weekly - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. #### Vendor response 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! Replied April 2026 --- ### So glad that I switched to Carepatron - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Medical Practice - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall fantastic. Some features that I have technical issues to make changes e.g., the visit signature. In general, Carepatron has saved me a lot of time and make work efficient! It's easy to navigate and manage. I also use Carepatron Web Clinic for telehealth sessions. The quality and delivery is great! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Ease of use, appointment management and keep my client documentation organized and confidential. As a small business owner, I feel grateful that I chose Carepatron. It provides flexibility to customize the system for your individual business needs. It also maintain professionality with all the functions like billing, scheduling, documentation and correspondence with clients. #### Cons I wish the owner is able to HIDE the $$ from staff even for the services assigned to them. For small, private practice in the healthcare industry, therapists may be assigned to different tasks with separate rates. On Carepatron, the scheduling function is directly linked to "Services" which contains the dollar signs/fees. In my opinion, scheduling and billing should be totally separate so the individual therapist can make the schedule on their own while only the business owner knows the fees or charges. #### Vendor response Hi Ella, thank you for taking the time to leave a review! This suggestion for a customized pricing view has been noted and will be forwarded to the product team. Thanks for choosing Carepatron! Replied March 2026 --- ### You will love Carepatr on! Give them a try. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Using Carepatron has made my life so much easier. With all the benefits that come with Carepatron, and their affordability is truly amazing. It is so easy to add new patients, schedule virtual appointments, submit billing claims. And I love their AI feature. I can customize my own templates and email them to my clients. With the all in one platform, I never have to toggle back and forth between different apps. I have tried other EHR systems, but ALWAYS came back to Carepatron, because no other platform has been able to provide everything that Carepatron does, along with their stellar customer service. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I absolutely love Carepatron. They offer a very generous free tier, which includes HIPPA compliant telehealth. Their website is super user friendly. They also provide other packages, and add on services, all at great affordable prices. Carepatron combines EHR, practice management, billing, and AI tools that can record telehealth sessions and automatically generates clinical notes. Flexible scheduling and a patient portal. You can also customize your own note templates. I have received Stellar customer service when needed. It truly is unbelievable everything you get with Carepatron and how affordable they are. I highly recommend you give them a try. You will not be disappointed!! #### Cons I can't think of anything I don't like about Carepatron. And I have even tried other systems and none of them were quite like Carepatron. #### Vendor response Hi Sarah, 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! Replied April 2026 ---