--- 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/) / [Mental Health Software](https://www.softwareadvice.com/mental-health/) / [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: 859 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.5/5 - Value for money: 4.6/5 - 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: 9 reviews (1%) ### Most mentioned pros - Great availability of customer support, the clinical management part of it is overall great, I like the tags and status for clients, the notes system, booking link and the 2 way sync with my calendar. - 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! - It serves as an effective, user-friendly platform for small to mid-sized therapy practices seeking to centralize scheduling, documentation, and client intake. While there is room for growth in terms of scalability and advanced features, it provides a solid foundation for organizing care delivery and improving operational efficiency. ### 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 859 (page 1). ### One Year Carepatron Review Update - Overall rating: 3/5 - Reviewer: Tanya D. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 6 months - 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 #### Reasons for choosing Carepatron I love that Carepatron is from New Zealand (not the USA), the pricing is great, it's customizable, and HIPPA compliant. --- ### Using Carepatron the mostly highs and occasional lows - Overall rating: 4/5 - Reviewer: Andre H. - Verified reviewer: Yes - Industry: Alternative Medicine - Company size: Self-Employed - Product usage: Used daily for more than 2 years - 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 #### Reasons for choosing Carepatron Free trial and found it easy enough to set up #### Reasons for switching to Carepatron Increasing costs and poor support when I had issues meant the value for money went down #### 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 --- ### it was pretty good but i no longer use this product - Overall rating: 4/5 - Reviewer: Tenequia L. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - 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. --- ### Carepatron is great for a single-provider private practice - Overall rating: 5/5 - Reviewer: Roxanne K. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for less than 12 months - 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. It has been easy to use and adjust to. It seems like Carepatron is constantly making improvements and pushing updates that take only a few seconds to refresh and activate. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros There are an incredible amount of features, including text/email reminders, online scheduling, invoices, and patient portals for secure messaging. The price is significantly less than other competitors for the same features. I was able to tailor the personal segment to work for my audiology and hearing aid practice. #### Cons I would like the ability to fax reports directly from Carepatron. Also, it would be great to remove the Carepatron branding from emails and have it say it is from the clinic name. This isn't available even in the premium product. #### Reasons for choosing Carepatron Carepatron was a more competitive cost for more features. It was also easier to setup. #### Vendor response Hi Roxanne, thank you for the 10/10 and for tailoring Carepatron to fit your audiology and hearing aid practice! Direct faxing from the platform and clinic-branded emails are both really practical requests, and the branding point in particular is something we hear from practice owners who want a more seamless client experience. Both of these will be passed along to the product team. Thanks for choosing Carepatron! Replied March 2026 --- ### Good patient management system - Overall rating: 5/5 - Reviewer: Frieda E. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. Good product. It's a shame the price doubled, as I live having a good low priced product. It scan attachments in, it's just a shame you can't store some under clinical and others as photo attachments of the ear from before and after earwax removal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros I like being able to attach notes. I've used a different system before and had to keep paper notes. I can now scan them in. I like that the customer can pay the fee. I like that I can do everything on the go with home visits and when WiFi dies. #### Cons The system seems to create duplicates. It does not always realize it's done it, so I have to double check it. It's a shame I can't set up reminders automatically to be send out for customer birthdays and when it's flow up time. I have to do it all manually from Google calender. Price just doubled #### Reasons for choosing Carepatron Price and being able to attach notes. I really need to be able to sent out automatic birthday wishes and to book back in. #### Reasons for switching to Carepatron To attach notes, as the previous system was better to remind people, and send automatic follow ups, but could not attach notes #### Vendor response Hi Frieda, thank you for the honest feedback and for sharing so much detail about how you use Carepatron in the field. These issues are all legitimate gaps, especially for the way you work with home visits and clinical photo documentation. We'll pass these along to the product team. The pricing change is also something we take seriously and we understand how much that matters for a solo practice. We'd love the chance to make this work better for you. If you want to walk through any of these issues directly, our support team is available live through the help button inside your workspace. Replied March 2026 --- ### Beware the Free Account (You may get locked out/Forced to pay for upgrade) - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for free trial - 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. #### Reasons for choosing Carepatron I thought it was going to be easier and less expensive. #### Reasons for switching to Carepatron Looking for a less expensive option, not dependent on number of sessions per month. I would go back to TA after trying Carepatron. #### 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 --- ### Needs some major changes! - Overall rating: 3/5 - Reviewer: Kari R. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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! #### Reasons for choosing Carepatron A friend recommended it for the cost of what I would get. #### Reasons for switching to Carepatron Started a new practice and Epic was very expensive. #### 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 --- ### Works for starting out but not competitive to the major therapy platforms - Overall rating: 3/5 - Reviewer: Natalie N. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - 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). #### Reasons for choosing Carepatron It seemed more affordable and had video conferencing options #### Reasons for switching to Carepatron They were increasing their pricing and didn't have video conferencing options. #### 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 --- ### Efficient and Feature-Rich Platform with Occasional Glitches - Overall rating: 4/5 - Reviewer: Krishna V. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - 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 quite positive. The platform is very convenient and makes it easy to manage day-to-day tasks like scheduling appointments and organizing client information. I especially appreciate how clearly client contacts are displayed and how easy it is to see who is responsible for each file. The AI scribe and note-taking features are excellent and save a significant amount of time. Another standout feature is the ability to reply to emails and messages directly within the app, which makes communication seamless and efficient. That said, there are some drawbacks. The platform can occasionally crash, which interrupts workflow. Notifications for both therapists and clients are sometimes delayed by several hours, which can be inconvenient. I also find myself having to regularly clear cookies and cache to keep things running smoothly, and even then, I occasionally encounter errors like “something isn’t right.” Despite these issues, Carepatron offers strong functionality and helpful features that make it a valuable tool overall. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros What I like most about Carepatron is how convenient and easy it is to use. Scheduling appointments is seamless, and everything is well-organized in one place. The way client contacts are displayed, along with clear visibility of who is in charge of each file, is a very helpful feature. Additionally, the AI scribe and note-taking tools are excellent—they save time and make documentation much more efficient. #### Cons At times, Carepatron can be unreliable. The platform occasionally crashes, which disrupts workflow. Notifications for both therapists and clients can be significantly delayed—sometimes arriving hours later. Additionally, I often have to clear cookies and cache to resolve issues, and even then, I still encounter errors like “something isn’t right,” which can be frustrating. #### Reasons for switching to Carepatron Carepatron offers a more integrated experience, allowing me to manage scheduling, client records, treatment planning, and communication all within a single platform. Features like the AI scribe and the ability to reply to emails and messages directly within the app have significantly improved efficiency and reduced the need to use multiple tools. #### Vendor response Hi Krishna, thank you for the detailed and honest feedback! These reliability issues and not something you should have to work around. We've flagged these for the team. If the errors are still coming up, please reach out through the help button in your workspace so we can look into what's happening on your account specifically. Thanks for choosing Carepatron and for the honest review! Replied March 2026 --- ### Limited functionality for couples therapists - Overall rating: 3/5 - Reviewer: Andrew K. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. #### Reasons for choosing Carepatron Carepatron appeared to have features that I needed. #### Reasons for switching to Carepatron Carepatron was less expensive than Simple Practice. #### 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 --- ### Honest Review from A Mental Health Therapist - Overall rating: 3/5 - Reviewer: Kelsey C. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - 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. Carepatron has been a learning curve, but I have felt supported by their staff. I hope that bugs are continually fixed and to stay with Carepatron as the software could be the next simplepractice with some minor tweaking. The price is affordable for therapists like me so I hope that remains the same or similar. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The price and options of what the price can do really attracted me to Carepatron. The price is firmly worth it. I really like the telehealth option. Most of my clients can easily hop on for session it seems. I also like the fact of how easy it is to book through the booking link for clients. I think that has helped me retain client consults and client in general. The customer support team is also accessible, even if they respond in a few hours, they always respond. I like that I can set the appointment reminders for clients as I have a 48 hour cancellation policy, but would love a reminder at the 15 minute mark before session. #### Cons Billing is clunky. I often spend a lot of time going back and cleaning up billing for appointments that never even happened or that just have been difficult to edit either the invoice or the claim. I overall would love to see some improvement as I use both insurance and self pay options for clients. Patient records have been okay, but I would like to see better ease for working with minor clients, this has been tedious. Lack of appointment reminders that are less than one hour have been a little difficult. #### Reasons for choosing Carepatron I liked the interface more and pricing was also better. #### Reasons for switching to Carepatron It really came down to pricing. I plan to add more clinicians to my practice and therefore need to make sure I am choosing an affordable option. #### Vendor response Hi Kelsey, thank you for the thoughtful and detailed review. We're glad telehealth, booking, and our support team have been working well for your practice. Your feedback on billing workflows, minor client records, and shorter reminder intervals has been shared with our product team. Replied April 2026 --- ### An Excellent EHR - Overall rating: 5/5 - Reviewer: Dohyun Y. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - 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 I've been very satisfied with Carepatron. I very much appreciate that the product is continuing to expand and grow with time, and that makes me feel that my investment into the produce has been worth it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Its a very expansive suite with lots of feature I use and appreciate. I also apreciate the community support that I've found with Carepatron (tutorials, facebook group...). #### Cons Customer service is not very responsive at times, and I would like the A.I. tools to be expanded more. #### Reasons for choosing Carepatron Price point, reviews, and advertised features. #### Vendor response Hi Dohyun, thank you for taking the time to leave a review! These concerns are noted and will be raised with the team. Thanks for choosing Carepatron! Replied March 2026 --- ### Easy to use - Overall rating: 3/5 - Reviewer: Josephine S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - 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 #### Reasons for choosing Carepatron Cost, ease of roll-out, simple interface for staff training. #### 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 --- ### Appreciate the functions, and there's room for growth! - Overall rating: 3/5 - Reviewer: Grace O. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### 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. #### Reasons for switching to Carepatron it's more cost effective for our nonprofit program #### Vendor response 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! Replied March 2026 --- ### Carepatron Review - Overall rating: 5/5 - Reviewer: Jared Z. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - 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. Our overall experience has been great. The team at Carepatron is very responsive and has been nothing but helpful as we've onboarded Users and Clients to the system and configured our workspace to meet the needs of our Team. I can't say enough positive things at this time. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We have been utilizing Carepatron as a Workspace system to support multiple types of roles including Clinicians and clinical support roles. We've found that Carepatron is very intuitive, easy to use, and contains tremendous value for the work we engage in. We've been able to easily onboard new Users and Clients and have received feedback about the system being simple to use and effective for our programmatic needs. We appreciate that the system is secure, and contains all of the necessary functions we need to ensure Clients and staff feel supported. We also appreciate the opportunity to build custom forms focused on our niche clinical offering for suicide prevention to support our clinical model. Customer support has been phenomenal. #### Cons We really enjoy the system thus far. There are always going to be improvements that can be made or opportunities for development, which would be where our largest "gripes" lie. While we pivotted from a more enterprise level system that was too much for our needs, honestly, the ability to customize workflows and some other functions is something we've been adjusting to as Carepatron continues to work on these development options that are forthcoming from what we're told. Other than us adjusting our workflows based on current limitations to the system, we've valued the opportunity to support Clients through Carepatron #### Reasons for choosing Carepatron We looked at other products as well but chose Carepatron due to it's ease of use and prime cost factor. It meets our needs closest following a gap analysis and review against the other systems noted, Carepatron performed the strongest out of the box #### Reasons for switching to Carepatron Salesforce was too "big" for our needs, while we recently pivotted from a W2 to a 1099 model --- ### great for smaller groups - Overall rating: 4/5 - Reviewer: Alexander T. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - 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. good enough I will keep using it until we outgrow it. unfortunately it does seem like we will end up hitting a limit on how many providers we have before it becomes too much #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros value and ease of use. Includes a lot of features for the price, and the interface/portal is easy to get the hang of. #### Cons I have had a few support inquiries go unresolved, although most bugs and issues have been resolved and were usually due to a new feature rolling out #### Reasons for choosing Carepatron certain features being included that are add ons for others --- ### Clinical Director - Overall rating: 4/5 - Reviewer: Nyoki C. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - 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 think this is a great system. I believe that it will continue to build with features as the company grows. I would definitely recommend it for individuals who are looking for a cost-effective user friendly system. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Carepatron is cost effective and easy to use. Appointment management has also been very effective with the use of confirmation emails. Entering patient information is simplified with the use of excel sheets and easy for training new team members on how to use the system. #### Cons I think there are a few issues with creating billing forms. I would like to be able to manually create forms that can ensure that information that is pertinent to our patients can be provided when sending invoices. Customer support has been helpful but sometimes the use of AI tools can prolong a discussion that could be easily answered when you are connected to a human who can understand the question without adding all of the nuances in the language. #### Reasons for choosing Carepatron Carepatron was more cost efficient which was the most significant feature for out team. --- ### Great features and ease of use for reasonable cost - Overall rating: 5/5 - Reviewer: Cara D. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: Used daily for less than 12 months - 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 has been excellent. Issues have been minimal and usually answered within the help sections without needed further live support. Electronic payments process smoothly and funds transfer quickly. This is an excellent EMR for my practice. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros For my brand new practice this was the best value for the money which also provided all the features I needed to start. As my practice has grown, I have been able to upgrade seamlessly to meet my growing needs. I appreciate how this product works intuitively with my Google workspace. Clients appreciate the reminders and there have been no reported issues with client access to complete forms electronically. I have been able to use the platform to create professionally presented forms with my logo. I love this product and I highly recommend it to my fellow clinicians. #### Cons I like to open my SOAP note template from the appointment in the calendar. Sometimes it is not available in my recently used forms if I have opened intake docs for another client. Recently used forms should be available based on client not system wide recents. Or clinicians should be able to flag an important form that is used regularly to always be available. If this feature already exists, I am not aware of it. #### Reasons for choosing Carepatron I could try for free and because I had zero clients starting out I knew it would not cost me a dime until my practice grew a little. #### Vendor response Hi Cara, 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 --- ### Easy to Use and Customize - Overall rating: 4/5 - Reviewer: Nicole B. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - 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. #### Reasons for choosing Carepatron Price, branding options and custom configuration options. #### Reasons for switching to Carepatron To be able to scale in a cost-effective manner with a platform that had messaging and video capabilities already integrated. #### 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 --- ### A great system that helps reduce admin and free up time - Overall rating: 4/5 - Reviewer: Sinead C. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. So far a great experience. I would recommend. I'd be lost without carepatron or at least less organised and doing twice the admin. It's also easy for clients to keep track of their appointments also. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the ease of appointment bookings, its simple to do. Also sends automatic email/text confirmations to clients. The notes sesction is really easy as well as have space to write notes after every session with each client. Helps with organisation. I don't make use of all the elements such as online intake forms etc, just because I haven't got around to it and still using paper forms but I intend to in future. The booking system helps to reduce the admin side of things. #### Cons If I could improve anything it would be the pricing. I need to upgrade to a higher subscription because of the storage, but I don't use all the extra elements, so another price range would be good. #### Reasons for choosing Carepatron The free version has alot of benefits and worked really well whilst I started out. It had everything I needed. As my practice grew, I upgraded my subscription which was easy to do. #### Vendor response Hi Sinead, your feedback is a great thing to read, thank you! The pricing flexibility for storage-only upgrades is a fair point and something we'll be looking into going forward. Thanks for growing with us! Replied March 2026 --- ### You will love Carepatr on! Give them a try. - Overall rating: 5/5 - Reviewer: Sarah S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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 --- ### Appreciating the support while the kinks are addressed. - Overall rating: 3/5 - Reviewer: Fran D. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - 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. We had some difficulties & concerns were heard.They reached out to understand. We are looking forward to concerns being remedied. Truly appreciated their attention. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros Value is top!!! Love the tags as this helps everyone on staff visualize top concerns for each one wo having to go into the chart. #### Cons Minor appt reminders need to go to all adults involved. There are some struggles with payment methods being captured and/or saved. The "relationship" does not connect to the minors charts the way it would be beneficial. Actually it causes more disruptions. There needs to be a better workflow for minors overall. (this is what has been discussed). Truthfully the "relationship" option is just confusing, add a section in the charts for contacts, emergency contact....so it is all in one place and easily accessible. #### Vendor response Hi Fran, thank you for taking the time to share this in detail and for acknowledging the team's outreach. That means a lot. The issues you've raised are significant gaps for a practice of your size, and we understand why they've been disruptive. These are exactly the kinds of things that need to work reliably when you're managing a larger team and client base. We know the conversations have started, and we're committed to following through on them. Glad the tagging feature has been useful for your staff. Thank you for this feedback! Replied March 2026 --- ### Affordable and customizable with occasional growing pains - Overall rating: 4/5 - Reviewer: Jess L. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - 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. After nearly three years of use, Carepatron has evolved into a reliable and well-rounded client management system. It offers many of the features found in larger, more established platforms while remaining a cost-effective option for solo practitioners and small businesses. The platform also demonstrates strong responsiveness to user feedback, with regular updates and ongoing feature development. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Affordable compared to other management systems, with flexible pricing based on clinic size Includes free telehealth, plus text and email reminders Customisable interface (e.g., colours to match branding or personal preferences) Ongoing system improvements with new features regularly added Integrates with Google Calendar Supports management of multiple clinicians across different locations and varying hours Strong workflow management and ability to customise email and text communications #### Cons Some newer features lack intuitiveness and could be easier to use Limited transparency around coding prompts (e.g., placeholders), reducing flexibility Telehealth platform needs optimisation; connectivity can be impacted by clients’ internet setup Customer service and AI support are helpful but tend to offer only general guidance Transferring a business or clients (including notes on past appointments) between practitioners is complex and time-consuming, requiring manual transfer of past appointments #### Vendor response Hi Jess, thank you for such a thorough review after nearly three years with us! These are all noted and will be going to the product team. Really appreciate the detailed feedback. Thanks for sticking with Carepatron! Replied March 2026 --- ### Reliable and Affordable EMR - Overall rating: 5/5 - Reviewer: Tina H. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 12 months - 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 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Carepatron need a more comprehensive EMR for the team. --- ### great client facing platform - Overall rating: 3/5 - Reviewer: Katherine G. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. Very good. I have received very patient support when learning how to set up group workshop dates. Super easy for clients to use #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros value for money, ease of use for my clients great to record session notes, ease of form setups good platform for solo practitioner easy linking to other calendar systems #### Cons has felt a little clunky to get set up. I need to spend more time looking at some training videos eg setting up colour coding of appointments how to book in meetings with colleagues so they get an email and reminder Currently have them set up as clients. #### Vendor response Hi Katherine, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron! Replied April 2026 ## More reviews [Next reviews](https://www.softwareadvice.com/medical/care-patron-profile/reviews/?page=2) --- Carepatron Reviews, Pros and Cons - 2026 Software Advice