---
title: "Carepatron Software Reviews, Demo & Pricing - 2026"
description: "Review of Carepatron Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/medical/care-patron-profile/"
page_type: "product"
language: "en"
---

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Carepatron

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Overview

[Reviews](https://www.softwareadvice.com/medical/care-patron-profile/reviews/)[Alternatives](https://www.softwareadvice.com/medical/care-patron-profile/alternatives/)

# Carepatron Review

From $23-$36/month Free version Free trial 4 plans

Wondering if Carepatron is right for your organization?

Our Mental Health Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pros and Cons
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Carepatron

4.4

[(860)](https://www.softwareadvice.com/medical/care-patron-profile/reviews/)

FrontRunner 2026

Pricing

Starting at $23.00 per user per month

### About Carepatron

Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the people they serve.

Whether you’re a solo practitioner or part of a team, Carepatron helps you run your practice seamlessly with online booking, health records, tasks, notes, chat, video, AI, and more—all in one place.

With easy customization in just a few clicks, Carepatron empowers practices of every size to deliver services more efficiently, save time, and achieve better outcomes.

Do you work for Carepatron? [Manage this product listing](https://www.g2.com/products/carepatron/claim_requests/new?auto=true)

Wondering if Carepatron is right for your organization?

Our Mental Health Software selection experts can help you in 15 minutes or less.

## Carepatron User Interface

## Popular Carepatron Alternatives

Main Product

Carepatron

4.4

[(860)](https://www.softwareadvice.com/medical/care-patron-profile/reviews/)

Ratings Breakdown

-   4.50Ease of use
-   4.55Value for money
-   4.48Customer support
-   4.25Functionality

Pricing

Starting at $23.00 per month

Get Price

Alternative Product

[EHRYourWay](https://www.softwareadvice.com/medical/ehryourway-profile/)

4.9

[(529)](https://www.softwareadvice.com/medical/ehryourway-profile/reviews/)

Ratings Breakdown

-   4.83Ease of use
-   4.85Value for money
-   4.86Customer support
-   4.82Functionality

Pricing

Available upon request

Get Price

Alternative Product

[TheraNest](https://www.softwareadvice.com/medical/theranest-profile/)

4.4

[(1056)](https://www.softwareadvice.com/medical/theranest-profile/reviews/)

Ratings Breakdown

-   4.30Ease of use
-   4.24Value for money
-   4.38Customer support
-   4.12Functionality

Pricing

Starting at $29.00 per month

Get Price

Alternative Product

[SimplePractice](https://www.softwareadvice.com/medical/simplepractice-profile/)

4.6

[(2828)](https://www.softwareadvice.com/medical/simplepractice-profile/reviews/)

Ratings Breakdown

-   4.39Ease of use
-   4.30Value for money
-   4.38Customer support
-   4.34Functionality

Pricing

Starting at $49.00 per month

Get Price

Alternative Product

[Owl Practice](https://www.softwareadvice.com/medical/owlpractice-profile/)

4.5

[(178)](https://www.softwareadvice.com/medical/owlpractice-profile/reviews/)

Ratings Breakdown

-   4.48Ease of use
-   4.36Value for money
-   4.52Customer support
-   4.35Functionality

Pricing

Starting at CA$20.00 per month

Get Price

Alternative Product

[Alleva](https://www.softwareadvice.com/medical/alleva-profile/)

4.5

[(282)](https://www.softwareadvice.com/medical/alleva-profile/reviews/)

Ratings Breakdown

-   4.50Ease of use
-   4.51Value for money
-   4.54Customer support
-   4.41Functionality

Pricing

Available upon request

Get Price

## Carepatron Pros and Cons

We analyzed 860 verified reviews for Carepatron to find out what actual users really think.

Select to learn more

Intuitive And User-Friendly Interface

Users consistently highlight Carepatron's straightforward design and simple navigation. The platform is easy to learn, with clear instructions and accessible features that make it convenient for both new and experienced users to manage tasks and stay organized.

Responsive And Helpful Support Team

Carepatron's customer support is frequently praised for being quick, attentive, and genuinely helpful. Users appreciate having real people available to address issues, answer questions, and incorporate feedback, making it easier to resolve problems and feel supported while using the platform.

Streamlined Clinic And Patient Management

Carepatron offers tools that simplify practice management, including customizable care plans, secure document handling, and a user-friendly patient portal. Healthcare professionals value its ability to centralize records, support daily operations, and provide affordable solutions for both solo practitioners and larger clinics.

Cost Concerns For Smaller Practices

Many users feel Carepatron's pricing is high, especially for solo practitioners, small businesses, and nonprofits. Subscription costs are often seen as difficult to justify, with some users finding the platform unaffordable or expressing concern about recent and potential price increases.

## Carepatron Pricing and Plans

Starting price: $23.00 per month

Free Trial

Free Version

Free

$0.00

flat rate

Plan includes:

-   Telehealth
-   1 GB Storage
-   Client Portal
-   Automated Billing & Payments
-   Live Support

Essential

$23.00

per user, per month

Plan includes:

-   Automatic Reminders
-   Two-Way Calendar Sync
-   Video Waiting Room
-   Template Import
-   Priority Support
-   5k Tasks
-   Shortcuts

Plus

$31.00

per user, per month

Plan includes:

-   Unlimited AI Credits
-   Unlimited Storage
-   Unlimited Tasks
-   Group Scheduling
-   Group Video Calls
-   Shared Inbox
-   Custom Branding
-   Mobile App

Advanced

$36.00

per user, per month

Plan includes:

-   Manage User Roles & Permissions
-   90 Day Data Retention
-   White Labeling
-   Google Analytics
-   Account Manager
-   Data Import
-   Customer Success Manager
-   Billing and Payments

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Carepatron Features

-   Popular features found in Mental Health
    
    Charting
    
    Claims Management
    
    Confirmations/Reminders
    
    Document Management
    
    E-Prescribing
    
    HIPAA Compliant
    
    Initial Assessments
    
    Medical Billing
    
    Patient Portal
    
    Secure Messaging
    
-   More features of Carepatron
    
    Access Controls/Permissions
    
    Activity Dashboard
    
    Activity Tracking
    
    Alerts/Escalation
    
    Alerts/Notifications
    
    API
    
    Appointment Management
    
    Appointment Scheduling
    
    Assessment Management
    
    Automated Scheduling
    
    Billing & Invoicing
    
    Calendar Management
    
    Calendar Sync
    
    Care Plan Management
    
    Case Notes
    
    Chat/Messaging
    
    Client Management
    
    Client Portal
    
    Clinical Care
    
    Clinical Notes
    
    Coding Assistance
    
    Communication Management
    
    Compliance Management
    
    Contact Database
    
    Contact Management
    
    Credit Card Processing
    
    Customer Database
    
    Customizable Fields
    
    Customizable Forms
    
    Customizable Reports
    
    Customizable Templates
    
    Data Import/Export
    
    Data Security
    
    Decision Support
    
    Document Storage
    
    Document Templates
    
    Drag & Drop
    
    Electronic Payments
    
    Electronic Signature
    
    Email Reminders
    
    EMR/EHR
    
    Event/Activities Planning
    
    Event Scheduling
    
    Facility Scheduling
    
    Faculty/Staff Management
    
    For Chiropractors
    
    For Healthcare
    
    For Home Care Providers
    
    For Long Term Care
    
    For Medical Purposes
    
    For Mental/Behavioral Health
    
    Forms Management
    
    For Nursing Homes
    
    For Occupational Therapists
    
    For Physical Therapy
    
    Home Health Care Management
    
    Incident Management
    
    Insurance Eligibility Verification
    
    Invoice Management
    
    Live Chat
    
    Meal/Nutrition Management
    
    Medical History Records
    
    Medication History
    
    Mobile Access
    
    Mobile Alerts
    
    Monitoring
    
    Multi-Location
    
    Multi-Provider Practice
    
    Onboarding
    
    Online Booking
    
    Online Payments
    
    Patient Communications
    
    Patient Engagement
    
    Patient Intake
    
    Patient Management
    
    Patient Questionnaires
    
    Patient Records Management
    
    Patient Scheduling
    
    Payment Processing
    
    Physician Management
    
    Physician Scheduling
    
    Point of Care System
    
    Practice Management
    
    Progress Reports
    
    Progress Tracking
    
    Real-Time Reporting
    
    Records Management
    
    Recurring Appointments
    
    Rehabilitation Management
    
    Reminders
    
    Remote Treatment Planning
    
    Reporting/Analytics
    
    Reporting & Statistics
    
    Rescheduling
    
    Role-Based Permissions
    
    Scheduling
    
    Self Service Portal
    
    SMS Messaging
    
    SMS Reminders
    
    SSL Security
    
    Task Management
    
    Task Progress Tracking
    
    Task Scheduling
    
    Template Management
    
    Therapy Notes
    
    Third-Party Integrations
    
    Treatment Planning
    
    User Management
    
    Video Conferencing
    
    Workflow Management
    

## Carepatron Integrations

Google Calendar

Integration rated 4.6 from 74 reviews

Stripe

Integration rated 4.7 from 30 reviews

Zoom Workplace

Integration rated 4.6 from 29 reviews

Microsoft Outlook

Integration rated 4.2 from 13 reviews

Doxy.me

Integration rated undefined from -1 review

QuickBooks Online

Integration rated undefined from -1 review

See all 11 integrations

## Carepatron User Reviews

## Carepatron customer ratings

- Overall rating: 4.4/5
- Total reviews: 860

### Rating distribution

- 5 stars: 487 reviews (57%)
- 4 stars: 280 reviews (33%)
- 3 stars: 73 reviews (8%)
- 2 stars: 10 reviews (1%)
- 1 star: 10 reviews (1%)

### Secondary ratings

- Ease of use: 4.5/5
- Value for money: 4.5/5
- Customer support: 4.5/5
- Functionality: 4.3/5

---

### 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 for Small OT Clinic

- Overall rating: 5/5
- Reviewer: Ruby C.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- 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.

its affordability and ease of use, which make it a practical option for managing daily tasks without a steep learning curve. The platform is intuitive and allows me to complete documentation, scheduling, and patient management efficiently. While there are some areas that could be improved, the overall value it provides for the cost and its user-friendly design make it a helpful tool in my practice.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

it offers great value for the cost while still providing all the essential features I need in one place. The platform is very easy to use, which makes daily tasks more efficient and reduces the time spent navigating complicated systems. Its patient management tools are especially helpful, allowing me to keep everything organized and accessible, from documentation to scheduling. I also appreciate how simple it is to create and customize templates, which saves time and ensures my notes and workflows are tailored to my specific needs. Overall, it helps streamline my practice without adding unnecessary complexity.

#### Cons

few workflow limitations that make documentation and administrative tasks more time-consuming than they need to be. For example, goals do not automatically carry over into SOAP notes, which means I have to re-enter or manually reference them each session. When creating intake forms, if I input the child’s name, the signature section defaults to the child rather than the parent, which can be confusing and requires extra steps to correct. I also find it inconvenient that I have to create a separate profile for parents instead of having all relevant information under one unified family profile. The claims submission feature is not very user-friendly, which makes billing more cumbersome than it should be. Additionally, I don’t like that other clinicians in the system can see how much I bill patients, as it raises concerns about privacy and internal boundaries.

#### Reasons for switching to Carepatron

switched from simplepractice due to the price as I have more than 2 employees in the team.

#### Vendor response

Hi Ruby, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron!

Replied April 2026

---

### Efficient, User-Friendly EMR with Great Support and Room for Growth

- Overall rating: 5/5
- Reviewer: Amanda S.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 2-10 employees
- 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.

Overall, my experience with Carepatron has been very positive. The platform is easy to use and intuitive, making daily tasks like scheduling, documentation, and communication feel streamlined rather than overwhelming. Appointment management and booking are especially strong features—being able to manage my schedule efficiently while also allowing clients to self-book has been a huge time-saver. Patient management is also well organized, with helpful tools for storing documentation and staying connected with clients. Customer support has consistently been responsive and open to feedback, which makes a big difference. While there are occasional minor issues, the platform is clearly being updated and improved regularly, which I really appreciate and shows they are actively working to enhance the user experience.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Carepatron is very user-friendly and intuitive, making it easy to navigate even when managing a full caseload. Appointment management is especially seamless—I’m able to schedule, reschedule, and track sessions with minimal effort. I also really appreciate the ability for clients to book their own appointments, which reduces back-and-forth communication and saves time. The platform does a great job supporting client communication and documentation. Sharing documents, sending intake forms, and keeping everything organized in one place has streamlined my workflow significantly. Overall, it simplifies many of the day-to-day administrative tasks that can otherwise become overwhelming.

#### Cons

One of the biggest challenges is tracking goals. There isn’t a dedicated or intuitive space for goal management, which makes it harder to monitor progress over time within the system. Additionally, the signature feature could be improved—it does not save my signature, so I have to re-enter it for each client, which becomes repetitive and time-consuming. It would also be helpful to have a centralized location where all completed forms can be viewed together. Currently, forms are only accessible within individual client profiles, which can make it less efficient to review documentation across clients.

#### Reasons for switching to Carepatron

It was no longer user friendly and we were growing as a company

#### Vendor response

Hi Amanda, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron!

Replied April 2026

---

### 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

---

### Carepatron Review

- Overall rating: 3/5
- Reviewer: Marlo P.
- Verified reviewer: Yes
- Industry: Mental Health Care
- Company size: Self-Employed
- Product usage: Used daily 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.

My overall experience has been satisfactory. I feel like I get a good number of resources for the money I am paying for the platform. I appreciate that.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

I like the price of the services and what is offered with the price. I also really appreciate the transcribed sessions and AI generated note taker. That feature is most helpful for saving time with my practice.

#### Cons

The system is not as user friendly as I would like. Logging on from the internet is not always easy. Also sending out assessments through the patient portal is not user friendly. Interacting with the patients through the portal should be more accessible. Changing and scheduling appointments is not user friendly.

#### Reasons for choosing Carepatron

Pricing and features available. Ai note taker and billing.

#### Reasons for switching to Carepatron

Pricing and features. Ai note taker and other features sold me.

#### Vendor response

Hi Marlo, glad the AI note taker and transcription have been saving you time. We've noted your feedback on the patient portal, assessment delivery, and scheduling usability, and have shared it with our product team. Thank you for the honest review!

Replied April 2026

---

### Limited functionality for couples therapists

- Overall rating: 3/5
- Reviewer: 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

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