--- title: "Carepatron Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Carepatron. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Carepatron is a good fit for you!" source_url: "https://www.softwareadvice.com/medical/care-patron-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Mental Health Software](https://www.softwareadvice.com/mental-health/) / [Carepatron](https://www.softwareadvice.com/medical/care-patron-profile/) / Carepatron Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/medical/care-patron-profile/) Reviews [Alternatives](https://www.softwareadvice.com/medical/care-patron-profile/alternatives/) # Carepatron User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 859 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.5/5 - Value for money: 4.6/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 488 reviews (57%) - 4 stars: 280 reviews (33%) - 3 stars: 72 reviews (8%) - 2 stars: 10 reviews (1%) - 1 star: 9 reviews (1%) ### Most mentioned pros - Great availability of customer support, the clinical management part of it is overall great, I like the tags and status for clients, the notes system, booking link and the 2 way sync with my calendar. - Love the platform and ability to manage my clients and workflows with ease ensuring things don’t get missed, I get paid on time, my clients show up and I have all my notes in one place - all in a few minutes! - It serves as an effective, user-friendly platform for small to mid-sized therapy practices seeking to centralize scheduling, documentation, and client intake. While there is room for growth in terms of scalability and advanced features, it provides a solid foundation for organizing care delivery and improving operational efficiency. ### Most mentioned cons - The customer support, the bugs and glitches with video sessions, the super basic beta feel of the client charts and billing, difficultly of navigation of billing, billing insurance is difficult. - There are some things missing that I wish it had such as a way to see if messages are read, the ability to send mass messages individually, whiteboard feature for the virtual room, being able to customize additional workflows. - I don't like that I'm being forced to work with Stripe for the invoicing, the costs are way too high, so I do my invoicing elsewhere. When I book repeated appointments clients receive confirmation only for the first one - again makes admin more complicated and the platform less reliable. ## Carepatron customer reviews Showing reviews 1-25 of 859 (page 1). ### Good Functionality, Needs Interface Improvements - Overall rating: 4/5 - Reviewer: Cynthia Novee Jane D. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used weekly for less than 12 months - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with Carepatron has been generally positive, especially because of its affordability, reliable record-keeping, billing features, and highly accurate transcription. However, for someone like me who is working solo and not managing a team, long-term affordability is very important. If the platform can sustain pricing that remains reasonable for solo practitioners, it would be an excellent solution. I also think it would benefit from adding more features specifically designed for individuals who manage their practice alone, as many of the current tools seem more geared toward teams. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 4/5 #### Pros What I like most about Carepatron is its affordability and the opportunity to try it through a free trial, which makes it easy to explore the platform without a big upfront commitment. It offers strong record-keeping features that help keep client information organized and easy to access. The billing tools are also very helpful, making it simpler to manage invoices and payments in one place. One of my favorite features is the transcription function—I really appreciate how accurate it is, which saves time and reduces the need for manual note-taking. #### Cons What I like least about Carepatron is its interface, which feels outdated and not very visually appealing. The overall design looks dull, with boring colors that make the platform less engaging to use. I also wish there were more customization options for the dashboard so users could better tailor the layout and appearance to suit their workflow and preferences. In addition, the subscription pricing doesn’t always seem to add up correctly and can feel more expensive than expected based on the actual calculations. The HELP features are also not very reliable, as some of them do not function properly when needed. #### Reasons for choosing Carepatron First, my records are already here and learning new platform is such a hassle. Then the pricing, they're much more expensive. Some i think are more inclined with medical features. #### Vendor response Hi Cynthia, 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 --- ### 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 --- ### One year into CarePatron - Overall rating: 5/5 - Reviewer: Melissa Z. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: January 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 amazing. I am able to have live video conferencing with multiple appointments as long as they setup an appointment in the same time slot #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros They state they are always free and so far have kept that business model. Their pay feature is optional #### Cons The website occasionally logs me out. It is a minor distraction compared to the value it provides to remote professionals #### Reasons for choosing Carepatron It fit my remote practice model appropriately #### Vendor response Thank you for sharing your detailed feedback. We’re glad to hear that Carepatron’s free core offering and optional paid features continue to support your remote practice, and that live video conferencing has been valuable for managing multiple appointments. We appreciate you noting the occasional logouts, and feedback like this helps us continue improving reliability and performance. If you need any assistance or have questions as you continue using the platform, our support team is always available through the website or directly from your user dashboard. Replied January 2026 --- ### 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 --- ### 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 --- ### Room for Growth - Overall rating: 2/5 - Reviewer: Taj M. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I really appreciate the mission of Carepatron; however, the performance is not great. I think practices would be okay paying for convenience because the EHR you choose is crucial for the flow of the practice. I think there is a way to have an affordable EHR while being user friendly. I understand we can’t get all the bells and whistles for the price, but I believe there’s room for improvement. I have hope to see Carepatron continue to grow successfully and benefit practices effectively. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 2/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros I appreciate the accessibility it provides for small practices. I like being able to see other clinicians templates for certain documents in the community tab. #### Cons An assessments tab is needed. Coming from Sessions Health, they had a plethora of assessments in the database. We were able to click the assessment and it would score and interpret the assessment after it was submitted. It wasn’t a word document. I also had the option to set reminders to administer the assessment within a timeframe of my choosing. It’s hard to keep up with when to reassess multiple clients. I also was able to set a reminder to review the treatment plan. I would like a section for a note that isn’t clinical and the client wouldn’t have access to it. It would have things like their social supports names, their favorite color, etc., rapport building material that I can reference and things that wouldn’t be appropriate in a clinical note. It’d be nice to not allow multiple colors for the calendar. Everyone should have the same colors to look uniform. For example, new clients who haven’t completed paperwork could be yellow, new clients who completed the paperwork will be purple, recurring clients could be blue. Allowing each clinician to change their theme gets confusing and looks tacky. There needs to be a note template in the system. The system kind of looks unprofessional. It looks like a bunch of google docs documents rather than an EHR. It takes so long creating our own documents or trying to correct how a document was uploaded into the platform. Constantly having to reload the website or app is so annoying. I don’t understand its purpose. I have a different price than other clinicians in my practice and I find myself having to create invoices manually for each appointment separately. I would like to have more control over my fees and have the invoices be automatically set when the appointment is created. The owners shouldn’t have so much control, especially if they are running a 1099 practice. They can block what features we can and can’t use. I think scheduling and fees should be within individual clinicians control. I never get notifications for the app although I have them on. I have to constantly check the app for any new inboxes. I like that there are AI generated notes; however, I don’t like the transcript being there. It should be optional. #### Reasons for switching to Carepatron I transferred to a different practice that does not use Sessions Health. #### Vendor response Hi Taj, thank you for taking the time to share such detailed feedback. We appreciate your honesty on assessments, invoicing, notifications, and document formatting, and all of it has been passed along to our product team. It's clear you care about seeing Carepatron improve, and that input matters to us. Replied April 2026 --- ### Choose ANYTHING else - Overall rating: 1/5 - Reviewer: Samantha B. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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. #### Reasons for choosing Carepatron Pricing and not having to pay for each admin account. #### Reasons for switching to Carepatron Price and customization capabilities. Carepatron was more flexible and allowed my practice to operate how we felt best versus it being decided for us. #### Vendor response 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. Replied April 2026 --- ### Honest Review from A Mental Health Therapist - Overall rating: 3/5 - Reviewer: Kelsey C. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Carepatron has been a learning curve, but I have felt supported by their staff. I hope that bugs are continually fixed and to stay with Carepatron as the software could be the next simplepractice with some minor tweaking. The price is affordable for therapists like me so I hope that remains the same or similar. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The price and options of what the price can do really attracted me to Carepatron. The price is firmly worth it. I really like the telehealth option. Most of my clients can easily hop on for session it seems. I also like the fact of how easy it is to book through the booking link for clients. I think that has helped me retain client consults and client in general. The customer support team is also accessible, even if they respond in a few hours, they always respond. I like that I can set the appointment reminders for clients as I have a 48 hour cancellation policy, but would love a reminder at the 15 minute mark before session. #### Cons Billing is clunky. I often spend a lot of time going back and cleaning up billing for appointments that never even happened or that just have been difficult to edit either the invoice or the claim. I overall would love to see some improvement as I use both insurance and self pay options for clients. Patient records have been okay, but I would like to see better ease for working with minor clients, this has been tedious. Lack of appointment reminders that are less than one hour have been a little difficult. #### Reasons for choosing Carepatron I liked the interface more and pricing was also better. #### Reasons for switching to Carepatron It really came down to pricing. I plan to add more clinicians to my practice and therefore need to make sure I am choosing an affordable option. #### Vendor response Hi Kelsey, thank you for the thoughtful and detailed review. We're glad telehealth, booking, and our support team have been working well for your practice. Your feedback on billing workflows, minor client records, and shorter reminder intervals has been shared with our product team. Replied April 2026 --- ### 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 --- ### Efficient and Feature-Rich Platform with Occasional Glitches - Overall rating: 4/5 - Reviewer: Krishna V. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with Carepatron has been quite positive. The platform is very convenient and makes it easy to manage day-to-day tasks like scheduling appointments and organizing client information. I especially appreciate how clearly client contacts are displayed and how easy it is to see who is responsible for each file. The AI scribe and note-taking features are excellent and save a significant amount of time. Another standout feature is the ability to reply to emails and messages directly within the app, which makes communication seamless and efficient. That said, there are some drawbacks. The platform can occasionally crash, which interrupts workflow. Notifications for both therapists and clients are sometimes delayed by several hours, which can be inconvenient. I also find myself having to regularly clear cookies and cache to keep things running smoothly, and even then, I occasionally encounter errors like “something isn’t right.” Despite these issues, Carepatron offers strong functionality and helpful features that make it a valuable tool overall. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros What I like most about Carepatron is how convenient and easy it is to use. Scheduling appointments is seamless, and everything is well-organized in one place. The way client contacts are displayed, along with clear visibility of who is in charge of each file, is a very helpful feature. Additionally, the AI scribe and note-taking tools are excellent—they save time and make documentation much more efficient. #### Cons At times, Carepatron can be unreliable. The platform occasionally crashes, which disrupts workflow. Notifications for both therapists and clients can be significantly delayed—sometimes arriving hours later. Additionally, I often have to clear cookies and cache to resolve issues, and even then, I still encounter errors like “something isn’t right,” which can be frustrating. #### Reasons for switching to Carepatron Carepatron offers a more integrated experience, allowing me to manage scheduling, client records, treatment planning, and communication all within a single platform. Features like the AI scribe and the ability to reply to emails and messages directly within the app have significantly improved efficiency and reduced the need to use multiple tools. #### Vendor response Hi Krishna, thank you for the detailed and honest feedback! These reliability issues and not something you should have to work around. We've flagged these for the team. If the errors are still coming up, please reach out through the help button in your workspace so we can look into what's happening on your account specifically. Thanks for choosing Carepatron and for the honest review! Replied March 2026 --- ### Excellent platform that keeps improving - Overall rating: 5/5 - Reviewer: Christa B. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, it is a great platform. I appreciate the quick responses to question I have by the team. I also appreciate the continued updates that are provided. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the simplicity of it and how it has all the features I need to run my practice. I once had three separate platforms I operated from so it is nice to have been able to consolidate down to one. #### Cons There are some things missing that I wish it had such as a way to see if messages are read, the ability to send mass messages individually, whiteboard feature for the virtual room, being able to customize additional workflows. #### Reasons for switching to Carepatron Because this platform offered most all the things I needed in one space without me having to overly customize and it being very user friendly. #### Vendor response Hi Christa, consolidating from three platforms down to one is exactly what we aim for, so that really means a lot! Message read receipts, individualized mass messaging, a virtual whiteboard, and expanded workflow customization are all great suggestions that will be going into our feedback pipeline. Thanks for the perfect score and for choosing Carepatron! Replied March 2026 --- ### Great Experience - Overall rating: 4/5 - Reviewer: Chen B. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's been a good experience overall. I find the value and features to be really great and appreciate that Carepatron takes feedback into account and is always looking for ways to be better. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I appreciate the price point. That's what first brought me to Carepatron starting out. I was able to use Carepatron for a few months for free as I was starting out my practice, which felt really nice. I was able to get a true sense of what I was getting myself into without taking a financial risk. It was easy to integrate and customize forms for client use and I found Carepatron to be easier. I'm also so happy that Carepatron continues to add features. The insurance claims have been a huge plus and I'm happy to now be streamlined to just using 1 EHR for all of my needs. #### Cons Transferring from a different EHR was a bit clunky, but I received support around this. A seamless integration is possible from several EHRs, but not the one I'd used to file insurance claims before Carepatron had that capability. #### Reasons for choosing Carepatron Price and features, more bang for your buck #### Reasons for switching to Carepatron I've always used Carepatron as well but had to use therapy appointment for some clients before Carepatron had Claims filing/billing capabilities. #### Vendor response Hi Chen, thank you for taking the time to leave a review and for the kind words! It means a lot to the whole team. Thanks for choosing Carepatron! Replied March 2026 --- ### Affordable, but reliability issues impact day-to-day use - Overall rating: 3/5 - Reviewer: Emily S. - Verified reviewer: Yes - Industry: Mental 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. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. #### Reasons for choosing Carepatron The pricing and was told that customer service would be readily availed #### Reasons for switching to Carepatron Simple practice was phenomenal. No issues. They were just increasingly get more and more expensive. #### Vendor response 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. Replied March 2026 --- ### Highly recommend for small therapy practices - Overall rating: 4/5 - Reviewer: Jessica C. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's been great, I would recommend to other clinicians with small practices. The value for the program is excellent. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It was easy to get started. It was fairly easy to figure out billing insurance companies. The portal for clients seems easy to use for both myself and the clients. There are a large number of forms, assessments, templates, etc, that are easy to customize for my practice. Or I can easily upload my own forms, which Carepatron formats for me. The best feature is the AI assistant - I can get answers to any questions in real time, and the answers are detailed and easy to follow to fix whatever issue I am stuck on. The billing portion also allows for billing under separate practitioners, or under the practice, which is a GREAT feature that not many programs allow. Overall it is an excellent value for the money for a small practices like mine in which I do my own billing. #### Cons I wish there was a way to see all unclaimed sessions, rather than having to look by client. My other "cons" are minor - I wish there was a way to electronically sign without having to sign with a finger or mousepad every time. There is some issue with ensuring each appointment is attached to an insurance claim, which requires manual correction when that happens. So some minor glitches or bugs, but nothing that isn't manageable, particularly with the AI assistant's help. #### Reasons for choosing Carepatron Easier to use, better/easier claims/billing system, better customer support. #### Reasons for switching to Carepatron Fees kept increasing from Simple practice. While I miss the ease of use, it was far too expensive for what it was. Carepatron is similar enough at a fraction of the cost. #### Vendor response Hi Jessica, thank you for the detailed and thoughtful review! These are all good callouts that will be going to the product team. Thanks for choosing Carepatron and for recommending us to other clinicians! Replied March 2026 --- ### Lifesaving management system - Overall rating: 5/5 - Reviewer: Nicola R. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I am really happy with this client management system. it has everything I need for private practice. It would be wonderful if the invoicing could somehow link in with HNRY. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love how easy Carepatron is to navigate and use. It is great value compared to similar platforms that charge ridiculous amounts for the same functions. I am able to easily create templates for notes, electronic consent forms, emails etc. Clients really like the access to notes and appointment reminders. Customer service is top notch; friendly and quick responses. #### Cons Sometimes I am unable to access my client list which is frustrating when you need to access their details for a session. it is not happening as often now and customer usually get the issue resolved quickly. #### Reasons 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. #### Vendor response Hi, Nicola! "Lifesaving" is high praise. Thank you, and we're so glad it's been working well for your practice! Really pleased to hear the features you need have all been hitting the mark. Noted on this client list issue, and we'll let the team know. The HNRY integration idea is also a great one. We'll pass that along to the product team. Replied March 2026 --- ### CarePatron - a great choice! - Overall rating: 5/5 - Reviewer: Donna K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Reasons for choosing Carepatron cheaper price for what is included, easier interface, more reliable customer service #### Reasons for switching to Carepatron Wanted more hipaa compliance and for documents to be sorted / reviewed on a dashboard / in one spot #### Vendor response 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! Replied March 2026 --- ### Great features and ease of use for reasonable cost - Overall rating: 5/5 - Reviewer: Cara D. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. My overall experience has been excellent. Issues have been minimal and usually answered within the help sections without needed further live support. Electronic payments process smoothly and funds transfer quickly. This is an excellent EMR for my practice. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros For my brand new practice this was the best value for the money which also provided all the features I needed to start. As my practice has grown, I have been able to upgrade seamlessly to meet my growing needs. I appreciate how this product works intuitively with my Google workspace. Clients appreciate the reminders and there have been no reported issues with client access to complete forms electronically. I have been able to use the platform to create professionally presented forms with my logo. I love this product and I highly recommend it to my fellow clinicians. #### Cons I like to open my SOAP note template from the appointment in the calendar. Sometimes it is not available in my recently used forms if I have opened intake docs for another client. Recently used forms should be available based on client not system wide recents. Or clinicians should be able to flag an important form that is used regularly to always be available. If this feature already exists, I am not aware of it. #### Reasons for choosing Carepatron I could try for free and because I had zero clients starting out I knew it would not cost me a dime until my practice grew a little. #### Vendor response Hi Cara, thank you for taking the time to leave a review! These concerns are noted and will be raised with the product team. Thanks for choosing Carepatron! Replied April 2026 --- ### The most seamless EHR experience - Overall rating: 5/5 - Reviewer: Natalia M. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Incredible! Honestly, you guys have created such a wonderful project that makes my life easier every day! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love how intuitive its format is, and how beautiful the layout! I also really value that my practice has a professional feel to it with client-facing materials, and Carepatron really shines at that. I genuinely enjoy logging into Carepatron, which is different than my experience with other EHRs. I love that you can write clinical notes and still see the old ones easily without exiting the current note. I haven't had any bugs or issues also. One time when I had a question, customer support was incredibly fast in getting back to me and it was quickly resolved. #### Cons I really don't like that when an intake goes out, the forms always seem to appear to the client randomly out of order. It's still the same forms, but I'd rather have a choice in the sequence (which they read first, second, third, etc.) #### Reasons for choosing Carepatron Carepatron was the best on all the features that are important to me, including intuitiveness of layout, minimizing clicks, professional vibe to clients, affordability since i'm just starting out. Plus it has the AI tool which makes writing easier sometimes. #### Reasons for switching to Carepatron It was not intuitive at all, and everything seemed to have a complication to it! You also couldn't change the font on the forms, and their default font for some of the questions was 9pt, which is too small for many people. When I reached out to customer service, they told me to just tell clients to zoom in (which doesn't work on the phone anyway!). Also their telehealth was annoying and you coudln't choose your own background or blur it. Overall, I hated going in there every day. In comparison, Care Patron is such a breath of fresh air! #### Vendor response Hi Natalia, thank you for taking the time to leave a review! This feedback is noted and will be raised with the team. Thanks for choosing Carepatron! Replied March 2026 --- ### It is going good, not great quite yet. Getting there. - Overall rating: 3/5 - Reviewer: Jennifer c. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, it is good, not great, but getting there. The platform is easy to use. I love that I can dictate my notes, which saves me time as I run a pretty heavy client load as a clinician. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros 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. #### Cons I don't like the connectability to my clients themselves, if a client happens to switch over before me, we are not connected right away. It makes me look unprofessional. I also don't like how it integrates my notes when I dictate them, but I think that is something for me to work on further. I work in a group practice and it doesn't have the technology to say book with me directly, which can be confusing for clients, who then find themselves booked with other clinicians within our practice. #### Reasons for switching to Carepatron Different reasons that I don't feel like getting into at this time. #### Vendor response Hi Jennifer, thank you for the honest feedback and for sticking with us while we continue to improve. These issues will be going into our feedback pipeline. If the booking issue is causing ongoing problems, it's worth reaching out to our support team through the help button in your workspace, as there may be settings that can help in the meantime. Thanks for choosing Carepatron! Replied March 2026 --- ### So glad that I switched to Carepatron - Overall rating: 4/5 - Reviewer: Ella H. - Verified reviewer: Yes - Industry: Medical Practice - 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 fantastic. Some features that I have technical issues to make changes e.g., the visit signature. In general, Carepatron has saved me a lot of time and make work efficient! It's easy to navigate and manage. I also use Carepatron Web Clinic for telehealth sessions. The quality and delivery is great! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Ease of use, appointment management and keep my client documentation organized and confidential. As a small business owner, I feel grateful that I chose Carepatron. It provides flexibility to customize the system for your individual business needs. It also maintain professionality with all the functions like billing, scheduling, documentation and correspondence with clients. #### Cons I wish the owner is able to HIDE the $$ from staff even for the services assigned to them. For small, private practice in the healthcare industry, therapists may be assigned to different tasks with separate rates. On Carepatron, the scheduling function is directly linked to "Services" which contains the dollar signs/fees. In my opinion, scheduling and billing should be totally separate so the individual therapist can make the schedule on their own while only the business owner knows the fees or charges. #### Reasons for switching to Carepatron Carepatron provides more options for customization of my work flow, documents, and the way I conduct business. #### Vendor response Hi Ella, thank you for taking the time to leave a review! This suggestion for a customized pricing view has been noted and will be forwarded to the product team. Thanks for choosing Carepatron! Replied March 2026 --- ### You will love Carepatr on! Give them a try. - Overall rating: 5/5 - Reviewer: Sarah S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: April 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Using Carepatron has made my life so much easier. With all the benefits that come with Carepatron, and their affordability is truly amazing. It is so easy to add new patients, schedule virtual appointments, submit billing claims. And I love their AI feature. I can customize my own templates and email them to my clients. With the all in one platform, I never have to toggle back and forth between different apps. I have tried other EHR systems, but ALWAYS came back to Carepatron, because no other platform has been able to provide everything that Carepatron does, along with their stellar customer service. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I absolutely love Carepatron. They offer a very generous free tier, which includes HIPPA compliant telehealth. Their website is super user friendly. They also provide other packages, and add on services, all at great affordable prices. Carepatron combines EHR, practice management, billing, and AI tools that can record telehealth sessions and automatically generates clinical notes. Flexible scheduling and a patient portal. You can also customize your own note templates. I have received Stellar customer service when needed. It truly is unbelievable everything you get with Carepatron and how affordable they are. I highly recommend you give them a try. You will not be disappointed!! #### Cons I can't think of anything I don't like about Carepatron. And I have even tried other systems and none of them were quite like Carepatron. #### Vendor response Hi Sarah, thank you for taking the time to leave a review and for the kind words! It means a lot to the whole team. Thanks for choosing Carepatron! Replied April 2026 --- ### Dr. Walker Marsh's Review - Overall rating: 5/5 - Reviewer: Walker M. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 11-50 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. My overall experience has been great. Customer service and support has been especially good. In the beginning there was a significant charge for services that I did not want or need, but due to a mistake on my part, I had been billed. I talked with Customer Service, explained my needs and they were quick to find the problem, help me learn the system and refund the charge. Great service. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is a very user friendly, intuitive platform. It is easy to use and well integrated. I especially found Customer Service and Tech Support to be easy to work with and quick to respond to issues. I also find the cost of the program a great value. I retired from full-time practice recently and am now working as a semi-retired volunteer with a community-based non-profit offering pro-bono therapy. I do not need a full-blown office management program with insurance billing and staff to do appointment management. I was able to tailor the CarePatron package to what I need with a single provider practice. #### Cons I initially had some misgivings about using a web-based program, especially with a company that was based out of country, but they were quickly resolved after I began using the program. --- ### Appreciating the support while the kinks are addressed. - Overall rating: 3/5 - Reviewer: Fran D. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We had some difficulties & concerns were heard.They reached out to understand. We are looking forward to concerns being remedied. Truly appreciated their attention. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros Value is top!!! Love the tags as this helps everyone on staff visualize top concerns for each one wo having to go into the chart. #### Cons Minor appt reminders need to go to all adults involved. There are some struggles with payment methods being captured and/or saved. The "relationship" does not connect to the minors charts the way it would be beneficial. Actually it causes more disruptions. There needs to be a better workflow for minors overall. (this is what has been discussed). Truthfully the "relationship" option is just confusing, add a section in the charts for contacts, emergency contact....so it is all in one place and easily accessible. #### Vendor response Hi Fran, thank you for taking the time to share this in detail and for acknowledging the team's outreach. That means a lot. The issues you've raised are significant gaps for a practice of your size, and we understand why they've been disruptive. These are exactly the kinds of things that need to work reliably when you're managing a larger team and client base. We know the conversations have started, and we're committed to following through on them. Glad the tagging feature has been useful for your staff. Thank you for this feedback! Replied March 2026 --- ### Carepatron - Overall rating: 5/5 - Reviewer: Lufuno Lucky R. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I am absolutely thrilled to use Carepatron after exploring various platforms. Carepatron truly stands out, and it’s incredibly user-friendly, even for my international clients. I confidently endorse everything about it! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The platform is exceptionally user-friendly, making it easy for our clients to navigate. The availability of a free option is a significant advantage that sets it apart from others. With hundreds of templates at our disposal, we have ample choices to enhance our projects. Additionally, their video sessions meet high standards, ensuring a professional experience. #### Cons The Invoice feature is particularly beneficial as it helps streamline processes and save time. It is designed to be user-friendly, making it accessible and straightforward for clients. I initially utilized the free tier for an entire year before upgrading to the paid version. #### Vendor response Hi Lufuno, thank you for taking the time to leave a review and for the kind words! It means a lot to the whole team. Thanks for choosing Carepatron! Replied March 2026 ## More reviews [Next reviews](https://www.softwareadvice.com/medical/care-patron-profile/reviews/?page=2) --- Carepatron Reviews, Pros and Cons - 2026 Software Advice