# Carepatron Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Carepatron the right Mental Health solution for you? Explore 821 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/195467/Care-Patron/reviews --- Carepatron 4.5 (821) [View alternatives](https://www.capterra.com/p/195467/Care-Patron/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 30th, 2026 # Reviews of Carepatron Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews LM Logan M Clinic DirectorMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “Carepatron makes it easy for us to deliver high quality assessment, counselling, and therapy services by automating the bulk of admin, from schedule and appointment management to client file organization and meeting reminders.“ March 24, 2026 MT Megan T OwnerMental Health Care, Self-employedUsed the software for: 1-2 years. “Automatic return to weekly calendar (no matter the setting), when scheduling clients - it seems as there are a lot of selections to click before confirmation, and creating a document template is difficult for computer challenged users (myself).“ March 19, 2026 SG Shea G CounselorMental Health Care, Self-employedUsed the software for: 6-12 months. “CarePatron allows me to securely store notes, schedule appointments, manage private pay patient fee collection, and more, from a single platform that's mostly intuitive to use.“ March 25, 2026 JC Jo C Practice ManagerMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “there is no capacity to alter introductory letter (to use local language greetings etc) unless through workflow...but workflow doesn't allow different intake options so again, it has to be done manually because different client groups get different intake forms.“ March 20, 2026 VS VANESSA S CEOLegal Services, 2 - 10 employeesUsed the software for: 1-2 years. “The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients.“ March 19, 2026 NM Nushka M Clinical PsychologistMental Health Care, Self-employedUsed the software for: Less than 6 months. “The video-call platform needs serious fixes - 70% of the time I can't see clients waiting in the room, or they have troubles being let in the call, this is a waste of clinical time and it's frustrating for clients.“ March 24, 2026 Jc Jennifer c Independent ContractorMental Health Care, Self-employedUsed the software for: 6-12 months. “It is a money saver and over all it is good for note taking, the ability for my clients to book easily, it creates unique codes to meet for each session.“ March 19, 2026 MM Moises M Speech therapistIndividual & Family Services, 51 - 200 employeesUsed the software for: 6-12 months. “Also my calendar/appointments dont display my properly on the mobile app, when the appointments are displayed on my computer.“ March 24, 2026 ## Showing most helpful reviews Showing 1-25 of 821 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use David D. Coach Health, Wellness and Fitness Used the software for: 6-12 months ### "Strong stable software" March 25, 2026 4.0 Carepatron is great solid software for my one man shop needs. It allows me to input notes and appointments are very easy to track and the financial side is very intuitive. It is a great product. Pros I really love the fact it is all online and has both a PC and phone app. Anytime I have needed support the FAQ or the support crew have been very helpful and informative. My clients appreciate the reminders and I like how easy it is for them to fill out the forms and it import into my records. As a one man shop, it is a great value for my needs presently. Cons I feel like the app has to be updated pretty frequently. There are some features I wish it was easier to request those items. Review Source KV Krishna V. Owner and founder Hospital & Health Care Used the software for: 1-2 years ### "Efficient and Feature-Rich Platform with Occasional Glitches" March 19, 2026 4.0 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. 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. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) 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. Review Source Response from Carepatron March 24, 2026 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! ES Emily S. Therapist Mental Health Care Used the software for: 6-12 months ### "Affordable, but reliability issues impact day-to-day use" March 19, 2026 3.0 Our overall experience has been mixed. While Carepatron is cost-effective and offers the basic tools needed to run a practice, reliability has been a significant concern. The outages and recurring technical issues have impacted both client care and clinician efficiency. It may be a good option for those prioritizing affordability, but for practices that need a dependable, consistent platform—especially for telehealth—it may fall short. Pros Carepatron is very affordable compared to other EHR systems, which makes it appealing for growing group practices. The platform is relatively easy to learn, and it offers the core features needed to run a practice, including scheduling, documentation, and telehealth. For the price point, it provides a solid starting structure. Cons There are frequent bugs and ongoing minor issues that can disrupt workflow. More concerning, we’ve experienced multiple outages—including during telehealth sessions—which is extremely frustrating and unprofessional when working with clients. The system has also lagged or stopped working while completing notes. While support does respond, it often takes time for issues to be fully resolved, and it can feel like there are constant workarounds. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron The pricing and was told that customer service would be readily availed Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Simple practice was phenomenal. No issues. They were just increasingly get more and more expensive. Review Source Response from Carepatron March 23, 2026 Hi Emily, thank you for taking the time to write such a thorough review. This kind of honest feedback is genuinely useful for us. You're right that reliability needs to be better. We understand how disruptive that is for both you and your clients, and we're actively working to improve platform stability. We're glad the pricing and core features have been a good fit, and we want the day-to-day experience to match that. We're committed to getting there. VS VANESSA S. CEO Legal Services Used the software for: 1-2 years ### "Affordable, Evolving, and Exactly What I Needed" March 19, 2026 5.0 Overall, my experience with Carepatron has been very positive. After an extensive search for the right EHR system, this platform has proven to be both reliable and efficient. It meets my operational needs, continues to improve, and provides a level of accessibility that is hard to find at this price point. I would absolutely recommend it to others looking for a practical and affordable solution Pros One of the biggest reasons I chose Carepatron was the affordability. As someone who spent a significant amount of time searching for an electronic health record system that was both cost-effective and functional, this platform truly met my needs. The value for money is exceptional. Beyond pricing, I really appreciate how the system continues to evolve and improve. I can clearly see updates being made regularly, and it shows that the company is actively investing in making the platform better for its users. The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients. Cons The only area I would like to see improvement in is customer support availability. While I understand that many systems are moving toward automated or AI-based responses, there are times when having access to live support 24/7 would be extremely beneficial, especially when handling time-sensitive matters. Alternatives considered [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) Reason for choosing Carepatron I chose Carepatron because of its affordability, the continuous addition of new features, and its ability to grow alongside my business. As I expand, I can see Carepatron evolving as well, which is incredibly valuable. I truly appreciate the ongoing improvements and overall functionality. I love everything about it. Review Source Response from Carepatron March 24, 2026 Hi Vanessa, thank you so much and really glad Carepatron has been a good fit for your guardian and conservator work! On support availability, just a heads up that our support team is active throughout the day with extended hours, and you can also reach someone live through the help button inside your workspace. Hope that helps for those time-sensitive moments. Thanks for the glowing review and for recommending Carepatron! RH Riyon H. Licensed Mental Health Counselor Hospital & Health Care Used the software for: 6-12 months ### "Has a lot of potential " March 25, 2026 4.0 I think it needs more time and I've looked at so many different EHR's. I like the AI assisted note on Upheal.io a lot better. Moving records is a large commitment and there is an onboarding process. I don't want to move, then move, and move again. Pros Carepatron is an amazing value for the money. It was easy to use on my end and it sync'd very well with Simple Practice and Google. I originally bought the subscription not realizing it was private pay. The appointments and booking link were very easy to embed. It was easy to transfer patient records. We waited for insurance beta testing was done and some clients agreed to test it out. The AI assisted dictation is simple to use and recording session has gotten better. They got appointment reminders easily. Customer Service is usually by email or scheduled meeting a few days out. I really enjoy the online forum of worksheets. I like the trainings offered Cons You do have to buy a separate license account per person using it. So if you have a biller and yourself, you buy 2. It's still less than Simple Practice. My main issue with it was my biller telling me how difficult it was to set up with the insurance companies. She told me that you had to be there when they called to set it up and the times were random. Another con is the AI work flows but partly was me. It was sending some things but you can't click out of them and must do all documents in order. I fixed it and then it still kept sending the wrong files. The measures are not self scoring yet, they said it's on the horizon Alternatives considered [Upheal](https://www.capterra.com/p/10019262/Upheal/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[IntakeQ](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/)[Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Reason for choosing Carepatron I have not at this time but I'd enjoy to in the future Intake Q, Upheal.io, BluePrint, Owl, Simple Practice, Jane Review Source JS Josephine S. Assistant Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Easy to use" March 25, 2026 3.0 I was disappointed to find out that Carepatron was still in very early stages of development when I first signed up. Quite a few features were not yet available and I still feel like I am looking at the very beginnings of what will be a great product in a two or three years time. Although support has been great and feedback has been welcomed, I am devastated I have committed to this system as it turns out it is too limited for what I need right now. I know somethings are in progress, and I appreciate software like this will always be a work in progress, but I would not have signed up had I known so many fetaures were in the pipeline and not yet completed. Perhaps Carepatron is better suited to sole operators rather than our organisation with 10+ staff and hundreds of clients and contacts. Pros User-friendly menu Intuitive client data entry Templates and forms Clean interface Easy to use for non-IT minded people Tags, team, status and view-flexibility in client section Custom fields for client info Cons Lack of notifications when new forms are completed, lack of flexibility about who gets notified and how Inability to score answers to questions in forms Great intake workflows but nothing for discharge Inability to generate and export easy statistics based on variables among clients (e.g. a graph based on status) or as a result of scored forms Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Carepatron Cost, ease of roll-out, simple interface for staff training. Review Source Response from Carepatron April 2, 2026 Hi Josephine, thank you for the honest feedback. We understand the frustration of needing features that aren't fully there yet, especially at your team's scale, and we've shared your specific input on notifications, discharge workflows, and reporting with our product team. If you'd like to discuss your team's needs further, we're reachable at support@carepatron.com. KH Kelly H. Licensed Therapist Mental Health Care Used the software for: Less than 6 months ### "Great platform for a great price! Highly underrated, and people should pay more attention!" March 24, 2026 5.0 I love Carepatron. At first, I was using it to test out the platform, just to see if I like it, but it has so much to offer, and it's very easy to use and access that I am sticking with it long term. I love the accessibility, that it has it's own app for phones as well as desktop, as I like the ability to quickly see my schedule, cancel/reschedule/or reply to messages on the go. On my desktop, I have the app, so I don't have to worry about toggling between browsers/tabs when working on other things simultaneously, as it has it's own window and place on my dock. I love the price point, and ability to completely customize anything and everything I want to use with my practice. I love that I can just make it "mine". Pros I love how versatile and easy to use Carepatron. I just started my own practice, and did a lot of research to find a platform that offered everything I needed, within a reasonable price point. I love how Carepatron offers a free version that you can use indefinitely, without a "trial" period, but even the most "premium" subscriptions that offer all the features, are WAY more affordable than ANY other platform I've seen. Carepatron has pretty much everything I need, it has an easy to use Calendar, where clients can book/request their own appointments (WHICH I LOVE), private secure chat, easy note taking with AI assistance (which saves me SO much time), and more. There are a few things that I wish it had that it doesn't, such as a general clinician dashboard for tracking overall appointments, documentation completion, client intake completion, tasks, and any other general data. However, with most things, I can just ask the AI assistant for help, and if that doesn't help, it will connect with me a live person to assist in my need. Very helpful! Cons Honestly, there isn't much I don't like, and the things that I find as an issue or inconvenience aren't really that big of a deal, and have work-arounds. For example, when creating or editing a note template to use, there is certain clinical data that I wish to pull from the client's chart into the note automatically. Please note, that it can pull demographics, dx code, and other data in from the chart, but more complex clinical things, like Treatment Goals, etc., are not pulled in. There are other things that I can't remember right now, however, like mentioned, they are small and easy to work around, so I'm not fretting over them. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron Carepatron was very easy to use, VERY affordable, and had an option for free that was not just a trial, which felt freeing and gave the option to try it out without pressure of a trial. It also has everything I need, such as internal Telehealth, AI notes, customizable notes, easy to use schedule, ability for clients to schedule, accessibility through an app, etc. Review Source AT Alexander T. managing director Mental Health Care Used the software for: 1-2 years ### "great for smaller groups" March 24, 2026 4.0 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 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 Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron certain features being included that are add ons for others Review Source JZ Jared Z. Operations Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Carepatron Review" March 24, 2026 5.0 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. 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 Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)[Opus](https://www.capterra.com/p/188181/Opus-Behavioral-Health/)[Welligent, Part of the ContinuumCloud](https://www.capterra.com/p/233413/Welligent-EHR/)[ICANotes](https://www.capterra.com/p/17102/ICANotes/) Reason 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 Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Salesforce was too "big" for our needs, while we recently pivotted from a W2 to a 1099 model Review Source AB Andrea B. Office Manager Care Coordinator Hospital & Health Care Used the software for: 6-12 months ### "Overall great and so helpful! Small fixes could make it perfect for our office." March 24, 2026 4.0 Overall, it has helped the office a lot with keeping track of timesheets, patient notes, and intake paperwork. Having the capability of uploading our intake packets to make it into a fillable document has been extremely helpful - especially for the ones who are traveling from patient to patient as they do not have to find the time to get to the office for the paperwork anymore. We do wish there could be an option as listed above to change the statement of who signed what when filling out templates with patients, though. Pros Carepatron has made organization of scheduling and intake of new clients/records so much easier for our office. Before we started this, it was ALL paper still and this has made the OCD in me/office staff much happier. The clients also really enjoy and appreciate that they get reminders as well - which takes something off of my plate with less calls for confirmation. Cons We WISH there was a way to change the "signed by name/time" option to fit who is signing it. It only allows it to state the name of the employee whose profile it is being done in, rather than letting us change it to say certain portions are signed by the patient, not the employee. This is the BIGGEST obstacle we face, as some instances this will not be accepted as a valid signature and we will be penalized for it. The signature portion also always skips/moves the entire screen you are working on making it pretty difficult to sign - especially for our patients as we serve the elderly. Even the team has a hard time with it sometimes, leaving the signature looking crazy most of the time. Since we require signatures for state purposes and also for contracted work purposes, these signatures have been questioned before which adds a little stress. Alternatives considered [DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/) Reason for choosing Carepatron Pricing mostly - but also the customer experience when speaking with both companies... we were more pleased with the Carepatron representative, and their time felt less rushed or pushy for the sale. Switched from [Homebase](https://www.capterra.com/p/153076/Homebase/) We needed more options to have the patient's information and documentation integrated into the same system and being able build/have the templates we needed that are required for intake and note keeping. Homebase did not offer enough for our needs. Review Source aR alyssa R. Manager Hospital & Health Care Used the software for: 6-12 months ### "Best software for the best price" March 19, 2026 5.0 Overall it has been a very pleasant experience compared to previous EHRS. We will continue to use it for awhile. Pros Very good value for the cost, and we hardly have any issues. It is very simple to use, so it does not take a lot of time getting used to things. Cons There are a few things I would change, the first is to have more features using the text messaging. I would also make it to where you can add outside documents to the document area. Switched from [Myriad Health](https://www.capterra.com/p/241972/Myriad-Health/) Nothing ever worked in their system, yet we still paid for it, but could never get help to fix the issues. Review Source Response from Carepatron March 31, 2026 Hi Alyssa, 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! AG Azia G. Marriage and Family Therapist Associate Mental Health Care Used the software for: 6-12 months ### "I like it!" March 19, 2026 5.0 Overall, I enjoy using this platform. As I mentioned before, I am about to transition into private practice and I will still use Carepatron with my clients. I like that it automatically sends my client's their links and appointment reminders and you can create your availability for people to reschedule/request appointments. Pros CarePatron is easy to use! It has great features for a good price that I had to pay more with other platforms. It is easy to book appointments, manage them, and stay organized with various appointments (such as couples vs. individuals). It is also easy for me to keep up with all of my client's information and send them documents through the portal. And I LOVE LOVE LOVE the various templates that are already uploaded to CP! I am about to transition into private practice and will be using CarePatron. I don't use all of the features just yet because for my job you don't have to, but I look forward to learning and exploring more! I have not used the customer support yet, but when I read reviews on Reddit, everyone had positive things to say about it. Cons For one of the practices I work for, we have had a few bugs. Either the cameras would not connect (and it was not because of our camera or internet) or it would seem like me and a client were waiting on each other to log in (although we were both actually logged in). There has also been an issue with some of my client's not being able to receive emails to create a portal. However, the pros for me still outweigh the cons. I still plan to use Carepatron. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Carepatron was cheaper. I don't currently pay for CP since I work under a company, but when I was doing research for the transition into private practice, I liked what CP had to offer and presented it to the company. Review Source Response from Carepatron March 31, 2026 Hi Azia, thank you for taking the time to leave a review! These bugs are noted and will be raised to the product team. We're constantly working towards improving the telehealth experience. Thanks for choosing Carepatron! AC Alli C. Occupational Therapist Hospital & Health Care Used the software for: 1-2 years ### "Great option for small buisinesses" March 19, 2026 5.0 Pros I appreciate that I can schedule, invoice, and organize all my client documents in one place. Being able to do HiPPA video calls, have clients manage their own appointments, and utilize transcribing/AI makes it totally worth the money. I also really appreciate the template library and intake forms being sent to clients when they sign up. Cons I can't change the templates for emails that go out with invoices or appointments. The templates you can make have a limited ability to format and edit (so does not look as finely tuned as a pdf). The superbills are not functional for what I need so I end up doing those separately on my own. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron I used all of them for the free trial and Carepatron was the easiest to use and I liked the way it was organized. Then I just keep seeing updates and it seemed like it was improving regularly. Switched from [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) I wanted something that was more comprehensive besides just invoicing and needed HIPPA compliance Review Source Response from Carepatron March 23, 2026 Hi Alli, thank you for the detailed feedback (and for putting us through a proper free trial gauntlet against six other platforms)! Really glad the HIPAA video calls, AI transcription, template library, and client self-scheduling have been making it worthwhile. The points on email template customization, template formatting limitations, and superbill functionality are fair. These are areas we know matter for OTs and we've passed them along to the team. Appreciate you sticking with us and noticing the regular updates. That's exactly the direction we're heading. NR Nicola R. Counsellor and Clinical Supervisor Mental Health Care Used the software for: 1-2 years ### "Lifesaving management system" March 19, 2026 5.0 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. 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. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[TherapySync](https://www.capterra.com/p/162168/TherapySync/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Carepatron It was more cost effective and offered more services. The other platforms also kept raising their prices often once you had already been using it for a which does not align with idea of integrity as they are aware it would be a lot of hassle to change platform and bank on people thinking it is too hard and staying with them. Review Source Response from Carepatron March 23, 2026 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. DK Donna K. Physical Therapist Health, Wellness and Fitness Used the software for: 6-12 months ### "CarePatron - a great choice!" March 20, 2026 5.0 Overall, I am very happy with Carepatron as my EMR choice. I think it keeps my clinic up and running smoothly. Clients are also very happy with the portal and being able to access needed documents. Pros Includes a lot of the necessities like scheduling, chat or email messaging available, uploading attachments/photos, and diagnosing/chart fields. Easy to create templates and customize as needed. Appointment reminders are very much appreciated by my clients as well. Customer Support is very responsive and easy to reach. Reasonable price for how much value the system offers for administrative tasks. The client portal is a great feature for sharing documents! Cons Constantly needs refreshing to be updated and does not indicate if no longer saving (so sometimes causes changes on notes not to be saved while updating. Now I periodically copy to clipboard as I write the notes. I would also like the templates to be easier to add into the body of the note vs. having the template be a separate note. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/)[PtEverywhere](https://www.capterra.com/p/207183/PtEverywhere/) Reason for choosing Carepatron cheaper price for what is included, easier interface, more reliable customer service Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Wanted more hipaa compliance and for documents to be sorted / reviewed on a dashboard / in one spot Review Source Response from Carepatron March 23, 2026 Hi Donna, thank you so much! This means a lot to the whole team.  Really glad the scheduling, client portal, templates, and appointment reminders have been making a difference for both you and your clients. We have also flagged the issues you mentioned.  Thanks again for choosing Carepatron. We'll keep working to help you better! MR Marina R. therapist Health, Wellness and Fitness Used the software for: 6-12 months ### "Great Platform" March 19, 2026 4.0 My overall experience with Carepatron has been mixed. It offers a lot of value, especially with the AI note-taking feature, which is excellent and saves time. The feedback tools are helpful, and the messaging feature works well for communication. However, the platform can be quite buggy. Pages tend to reload and shift unexpectedly, which disrupts workflow. The most frustrating issue is with call connectivity. There are times when both my client and I are in what should be the same session room using the same link, but we aren’t actually connected. It often requires multiple refreshes and reloading to finally join the same session, which can be disruptive to the therapeutic process. Pros They offer a lot of value, and the AI note-taking feature is especially great. The feedback tools are helpful, and the messaging feature works well too. Cons It’s been really buggy. Pages reload and shift quickly, which makes it hard to stay connected. The biggest issue is how the calls connect. I can be in a session room waiting, and my client is also waiting in what should be the same room, but we’re not actually connected. Even when we’re using the same link, I have to keep refreshing and reloading multiple times before we finally end up in the same session. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Cost and wanting more features that were advanced Review Source Response from Carepatron March 24, 2026 Hi Marina, thank you for taking the time to share this in detail. The telehealth connection issue you're describing is a serious one. That, alongside the general glitches, is not the experience we want you to have. Please reach out to our support team through the help button in your workspace so we can look into this specifically for you. Thanks for sticking with us and for the honest feedback. SB Samantha B. CEO, Therapist Mental Health Care Used the software for: Less than 6 months ### "Choose ANYTHING else" March 28, 2026 1.0 TERRIBLE. I will NEVER go back to Carepatron. Great concept, terrible execution, no knowledgable CSR. My practice lost money daily for missed sessions due to non working links and patients could never sign in. The quality of the virtual session was terrible, pixelated, sound quality was awful. The customization was great there were so many hidden features that were NOT gone over in the videos. We schedule with CSR to learn more and even they admitted "we are aware that these things are not covered in the videos. We will make additional videos eventually, but for now the best we can offer is to help you with the issue if you run into it". That is TERRIBLE business practice. Pros The customization allowed is incredible. So detailed, its like you created it yourself. Everything gets branded to your practice 100% and you set it up exactly how you want your personal EHR to operate. Cons NOTHING worked. CONSTANT glitches. Session links did not work. AI Scribe NEVER worked. Notes did not populate. Billing was a nightmare and always incorrect then did not have the capacity to correct it. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[Sessions Health](https://www.capterra.com/p/10002269/Sessions-Health/) Reason for choosing Carepatron Pricing and not having to pay for each admin account. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Price and customization capabilities. Carepatron was more flexible and allowed my practice to operate how we felt best versus it being decided for us. Review Source Response from Carepatron April 2, 2026 Hi Samantha, we're sorry to hear about the issues your practice experienced, especially the impact on your sessions and revenue. That's not acceptable, and your feedback on session links, video quality, AI Scribe, and billing has been escalated to our team. We appreciate you taking the time to share this so we can do better. WH Wendy H. Guardian of the Person Mental Health Care Used the software for: 1-2 years ### "Only one little thing" March 25, 2026 5.0 Overall we are very happy and Carepatron truly meets the needs of our business. I love that I have been able to customize it and that I can access it on the go but know the information is safe. I also love the customer service as they have been very responsive anytime I have had to ask a question. Pros I love the ease of setting it up and being able to customize it to exactly what we need. I think the value is good, even for a small company like ours. And I really appreciate the customer service. Cons There are some components we don't use and Id like to turn them off, which maybe I can, and just need to research it. The other big thing is that when I need to print off communications (such as for audit) I have to do each one by one. I have set it up so that we do a monthly entry and just add to it, but that is still 12+ different things to have to go in and print. It would be fantastic if we could just tell it to print all communications for a certain time period. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/) Reason for choosing Carepatron \*\*\*\*\* Please note I did not try Jira- I just do not remember what other programs I looked at and it forced me to pick one. I do not remember which products it was but I do remember that I liked the layout and it felt very easy to set up. Review Source RP Ryan P. Speech language pathologist Hospital & Health Care Used the software for: 6-12 months ### "Continual Updates Make Me Happy" March 19, 2026 5.0 Pros I came to CarePatron, honestly, because it was cheaper than what I had before. I knew with “cheap” it could come with more challenging scenarios as a private practice owner and therapist, but I also liked the sound of saving money. At first, there were plenty of things that were different enough from my previous EHR that I began to get frustrated. I soon learned that it was a “me problem” not a them problem. I just was rigid to change and I continue to experience time and time again that carepatrons way is better. Since joining a year ago, I’ve continued to see new features published on the platform and improvements made incredibly quick. Cons The AI model that is used within the platform could use some work. I liked the sound of that feature, but when used in practice, it hallucinates quite a bit. There are plenty of other AI HIPAA compliant software out there for this not to be that big of a deal. With as fast as CarePatron moves in making changes to their platform, I’m sure I’ll look back at this critique and laugh. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) SimplePractice became too expensive and lacked some of the more advanced features of CarePatron Review Source Response from Carepatron March 24, 2026 Hi Ryan, this might be our favourite review we've read in a while. Thank you for the honesty! The AI hallucination feedback is genuinely noted, and you're right that it's an area that needs work. It's one of our priorities. We appreciate you sticking with it through the early adjustment period. DW Dustin W. Business Manager and Board Certified Christian Counselor Mental Health Care Used the software for: 6-12 months ### "FCC Review" March 24, 2026 4.0 Overall, Carepatron has met our baseline needs. The price point was high for an NPO, but we would recommend it to others. Pros The value for money, unlimited clients without mark-up, and how the calendar is set up are all great pros of Carepatron. Cons Carepatron does not have a report system, no easy filtering, and split-payments are complicated. These can make administrative work very difficult for a center with multiple counselors. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Carepatron The prices for SimplePractice and other popular EHR's were too high and predatory. Switched from [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) TheraNest's price was very high and would only increase as our business grew. Carepatron was affordable and offered a very generous discount for our NPO status. Review Source GR Grant R. Director Health, Wellness and Fitness Used the software for: 6-12 months ### "Carepatron has what you need " March 24, 2026 4.0 Carepatron has been easy to use and start up my chiropractic practice with. They have great customer service and very helpful with trouble shooting issues. The platform is versatile and customize able for EHR basic needs and uses for a small office. Pros Cost per month for what you get as well with each price point. I appreciate the appointment reminders and integration with google to keep my schedule precise. Sending and receiving forms is also easy to use with patient records. Cons Functionality can be slow and confusing to use at first. Sometimes the templates are very slow and will close randomly. Would be nice to have different template styles and formatting options. Alternatives considered [TurnCloud](https://www.capterra.com/p/10002096/TurnCloud/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[ChiroTouch](https://www.capterra.com/p/48210/ChiroTouch/) Reason for choosing Carepatron Carepatron was more cost effective and easy to get started. Review Source LS Lea S. Narrative Focused Trauma Care Practitioner Mental Health Care Used the software for: 1-2 years ### "Decent for a new practitioner in a small practice " March 24, 2026 4.0 Overall, it's been a fair to good experience. Some disappointments but not enough at the moment to warrant searching out a new system and transferring records. Pros Carepatron is the only software I have used, so I have little to compare it to; but I have liked the streamlining of intake, automated appointment reminders, and the safe place to keep client notes and records. It is generally easy to use, though certainly easier on the laptop than mobile app. Cons I have been disappointed with the video conferencing platform and had to supplement with Zoom, which makes Carepatron LESS of a value for the money. I have a colleague--the one who told me originally about Carepatron-- who switched to Janeapp because of disappointment with Carepatron. Occasionally there are bugs or challenges. I have gotten responses from customer support, but they are not always timely. Review Source Response from Carepatron March 31, 2026 Hi Lea, thank you for taking the time to leave a review! We are sorry to hear about this experience. This feedback is noted and will be raised with the product team. Thanks for choosing Carepatron! TH Tina H. SLP Health, Wellness and Fitness Used the software for: 6-12 months ### "Reliable and Affordable EMR" March 24, 2026 5.0 My overall experience with Carepatron has been positive. It’s a practical and accessible platform that supports the day-to-day needs of running a practice without feeling overwhelming. The system is easy to navigate, and features like appointment reminders and AI-supported Q&A help streamline workflows and save time. I’ve had a good enough experience that I’ve already referred two colleagues to start using it as well, which speaks to the value I see in the platform. While there are still areas for growth—especially for pediatric-focused use and more data-driven documentation—the overall reliability, affordability, and support make it a solid choice for clinicians looking for an efficient practice management solution. Pros I’ve had a positive experience with this product. The affordability really stands out—it offers great value without compromising quality. The AI Q&A feature is especially helpful for quickly finding answers and handling common issues, which saves a lot of time. When something isn’t fully resolved by the AI agent, the customer service team is responsive and steps in promptly to provide thorough support. I also appreciate the level of customization, which allows the system to be tailored to specific needs rather than feeling one-size-fits-all. The appointment reminder feature is another strong point ; it’s reliable, easy to use, and has helped reduce missed appointments. Overall, it’s a well-rounded product that combines efficiency, flexibility, and dependable customer support. Cons One limitation is that the platform feels more tailored toward adult clients. As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient. Additionally, the documentation features feel less data-driven than I would prefer for tracking progress. It would be very helpful to have stronger data collection tools and built-in data visualization features in the future to better support clinical decision-making. Switched from [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) need a more comprehensive EMR for the team. Review Source EB Ember B. Associate Marriage and Family Therapist Mental Health Care Used the software for: Less than 6 months ### "Great for multi-tasking clinicians, but the AI leaves much to be desired." March 21, 2026 3.0 Heidi Health is excellent for us busy clinicians with its multi-window functionality and icon indicators on the calendar for when a note has been written. I appreciate that the text fields retain formatting from word processors which adds to useability and universality. However, it's AI features and update interruptions make it frustrating to use all its features. Pros I appreciate the UI and the customization features. Scheduling appointments is easy, love the fact that I can have multiple notes open at once, very few glitches unlike other DHRs like SimplePractice. Making changes in appointments is easy, file upload is dead simple. UI personalization and customization is a nice touch for those of us that hate corporate-looking interfaces. Cons The AI is absolute garbage. While the transcription is mostly accurate, contextualization in notes even with dedicated "prompt engineering" leaves much to be desired. Sometimes notes will not just be written by the AI in a first person view... but specifically from the perspective of the patient. There are no scenarios where this would even remotely make sense. I have seen better contextualization from software like Heidi Health which is free. Furthermore, the AI transcription gets interrupted by updates to the software often. Review Source Response from Carepatron March 25, 2026 Hi Ember, thank you for the detailed and specific feedback. The AI note contextualization issues are significant gaps that we take seriously. These will be going directly to the product team. We know AI quality is a major part of the value proposition, and there's real work to be done there. Thanks for being specific about what needs improving. YW Yolanda W. PMHNP-BC Mental Health Care Used the software for: 1-2 years ### "Bugs need to be worked out and better support" March 19, 2026 3.0 Overall, while the price point is a strong benefit, the technical issues and lack of support significantly affect the overall experience. Pros Carepatron has been a cost-effective option, which is definitely its biggest advantage. The pricing is reasonable compared to other platforms, making it accessible for smaller or growing practices. Cons However, there are several issues that impact usability. I’ve experienced problems with data entered by clients not displaying correctly or consistently, which can be frustrating and time-consuming to troubleshoot. Additionally, the lack of a fixed telehealth link creates unnecessary inconvenience, as it would be much more efficient to have a consistent, reliable meeting setup. Another major concern is customer support. On multiple occasions, I’ve reported issues and have not received a response or follow-up, which makes it difficult to resolve problems in a timely manner. Review Source Response from Carepatron March 24, 2026 Hi Yolanda, thank you for the honest feedback and we're sorry the experience has been frustrating. The client data display issues, lack of a fixed telehealth link, and support tickets going unanswered are serious concerns we take to heart. Please reach out through the help button in your workspace so we can make sure your outstanding issues are actually resolved. These will also be going to the product and support teams. Similar Products Featured