Last Updated

Key Takeaways

Generated from the text of customer reviews

Carepatron is a cloud-based EHR and practice management platform designed for physicians, therapists, chiropractors, and wellness professionals. Users commonly praise its intuitive interface and voice-based note support, while noting that reporting and analytics capabilities can be limited. Recent updates include AI Scribe 3.0, which adds pre-session briefings, live transcription, and signable SOAP/DAP draft.

Our Verdict

Carepatron suits independent practitioners and small to mid-sized healthcare practices that need an affordable, consolidated workflow solution without the complexity of enterprise EHR systems. The free and paid tiers are well-priced for small practices, though insurance-based practices should budget for billing add-ons. We recommend it for behavioral health, allied health, and wellness professionals managing structured, multi-step patient workflows.

Carepatron Specifications

  • Appointment Management/Scheduling
  • Patient Portal
  • Mobile App
  • Telemedicine

Carepatron Features

Telehealth

Carepatron’s Meet feature provides built-in HD video and audio for telehealth sessions. Clients can join from an appointment reminder or client portal link, while practitioners can access client charts, past notes, treatment plans, intake forms, and documents during the session. The feature also supports group sessions of up to 20 participants, screen sharing, virtual backgrounds, and in-session chat.

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Client Portal

The client portal gives clients access to appointments, shared forms and documents, secure messaging, and payment settings. Clients can book or cancel appointments, view documentation shared by providers, upload files, and add payment methods. Clients access the portal through an invitation and account login.

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Scheduling & Booking

Carepatron lets clients book appointments through shareable booking links based on configured availability. It supports Google and Microsoft calendar synchronization, team scheduling, and Round Robin scheduling, which distributes online bookings among eligible team members based on their availability. Automated email and SMS reminders are also available.

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Billing

The platform supports invoice creation, payment links, payment tracking, and insurance billing. Online payments are processed through Stripe Express, with clients able to pay by card and U.S. clients able to use ACH payments. Providers can also generate CMS-1500 claims for manual submission and submit eligible claims electronically.

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Practice Management

Carepatron software brings client information and practice operations into one workspace rather than separating them across different systems. Client records organize appointment history, documentation, messages, billing information, and insurance details, while customizable fields allow practices to capture additional information. The platform also supports team management, workflows, reporting, and resource scheduling for rooms and equipment.

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AI Capabilities

AI is incorporated into several parts of Carepatron’s documentation workflow. AI Scribe can transcribe sessions and turn the resulting transcript into draft clinical notes, while AI Prompts let practitioners add reusable instructions to templates. For broader questions and content work, Ask AI can use information from notes, client records, uploaded documents, and completed forms to summarize, rewrite, clarify, or answer questions.

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Pros And Cons of Carepatron

Pros

  • Makes scheduling easier with fewer client follow-ups

  • Reduces effort required for appointment management

  • Simplifies navigation when managing full caseloads

Cons

  • Reporting may be difficult for case management

  • Goal tracking may lack dedicated functionality

Carepatron Pricing

Free

Plus

Advanced

  • Telehealth

  • Client portal

  • AI scribe and note taker

  • Automated online payments

  • 1GB of storage

  • Unlimited clients

  • Everything in Free plan, plus:

  • Shared inbox

  • Group telehealth

  • Custom branding

  • Unlimited storage

  • Advanced workflows

  • Group scheduling and notes

  • Everything in Plus plan, plus:

  • Google analytics integration

  • Roles & permissions

  • 1:1 onboarding manager

  • White labeling

  • 90-day deleted data retention

Disclaimer: The pricing details were last updated on Sep 02, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Carepatron Reviews

Total 26 reviews

4.4

All reviews are from verified customers

Rating Distribution

5

Stars

54%

4

Stars

35%

3

Stars

8%

2

Stars

4%

1

Stars

0%

Share your experience

MM

Melanie M.

Hospital & Health Care, N/A employees

3.0
May 2025

“limited mobile functionality”

Pros

Honestly I didn't enjoy it that much overall. The main thing I did appreciate was that it connected with my Google Calendar which helped a bit with scheduling.

Cons

I struggled using it on my phone and many features weren't available so I had to sign in on a computer to check my schedule which was inconvenient.

Rating Distribution

Ease of use

5

Value for money

7

Customer Support

7

Functionality

6

SG

saira G.

Hospital & Health Care, N/A employees

5.0
March 2025

“Flexible booking with strong support”

Pros

You know what really makes the difference for me? Two things stand out the most. First the booking system is just so flexible, it actually bends to fit my weird schedule not the other way around which is a rare find. And second their customer support is genuinely solid. It�s such a relief to know that if I hit a snag there�s a real person ready to help me figure it out.. no hoops to jump through. On top of that having everything connect to the other apps I use daily is a huge unsung hero. It just quietly makes everything flow better, cuts out so much busywork and turns what could be a chore into a smooth part of my routine. It all just..... works.

Cons

I wish response times for inquiries were a bit faster.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

MM

Molly M.

Hospital & Health Care, N/A employees

5.0
March 2025

“easy EHR with templates”

Pros

Having tried several EHRs before.. this one has been easier for me to work with. I appreciate how well everything connects together and the template library has been especially helpful.

Cons

Like any EHR it requires time to master but I don't feel this learning curve is worse than other systems I've used.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Does Carepatron have an app?

Yes. Carepatron offers a mobile app for both iOS and Android.

How much does Carepatron cost per month?

Carepatron pricing begins at $39/month with the Plus plan. Paid options also include the Advanced plan at $49/month, while a Free plan is available for $0. The vendor offers a 14-day free trial with no credit card required. Get in touch with us for a personalized Carepatron cost estimate.

Does Carepatron offer an API?

Carepatron offers a Public API, with Phase 1 providing programmatic contact data exports.

Can I send my own message to patients using Carepatron?

Yes, Carepatron allows you to send your own message to patients through its secure messaging feature. Providers can also send emails, attach files, and schedule secure messages.

Does Carepatron support appointment scheduling with buffer times between sessions?

Yes. Carepatron allows practices to set availability and add buffer time before or after appointments. For example, a practice can add a 15-minute buffer after a 45-minute appointment for preparation, paperwork, or billing. Clients only see available booking slots based on the configured schedule and availability.

How customizable is Carepatron’s calendar?

Carepatron provides several calendar customization options. Users can choose the week start day, show or hide weekends, adjust timeslot size and time increments, display icons, customize client-name formatting, and add a secondary time zone. Calendar views can also be grouped by team, service, location, or resource and filtered by appointment or invoice status.

Can Carepatron handle both insurance and cash-pay clients?

Yes. Carepatron supports insurance billing, including electronic claim submission and claim tracking, while also allowing practices to record client payments by card, bank transfer, cash, or other methods.

Can client data be exported out of Carepatron?

Yes. Carepatron allows users to export client information from the Clients section. The export can include personal and demographic information, such as contact details, date of birth, and address, as well as client notes in Markdown format. However, appointments, inbox data, and documentation are not included in the standard client export. Forms, assessments, and other files must be downloaded individually from the client record.

What level of support does Carepatron offer?

Carepatron provides support through its in-workspace Help Center, AI assistant (Ava), live chat, and online form.

Does Carepatron’s telehealth include a virtual waiting room?

Yes. Carepatron’s telehealth includes a virtual waiting room where clients can join before the practitioner starts the session and wait until they are admitted. The waiting room is automatically enabled, applies to all appointment types, and is available on Free, Plus, and Advanced plans.