I really like how easy care patron is to use for the practitioner as well as the client coming into the practice. It has a lot of functionality and user friendliness and that’s what is really great about it.

The main thing that I don’t like about care, patron is how it’s difficult for my client to see when they next have appointments because then it does cause some issue and lateness were cancellations.

Its the absolute BEST system. I LOVE it. It makes my coaching business SO much easier to manage in every way.

I LOVE the ease of the system, its an all in one management tool for clients, client notes, invoicing, scheduling and client portal.

Doesnt integrate with apple calendar and doesnt integrate with paypal. Does have integration with Google Calendar and Stripe. Also doesnt yet have ability to do group bookings but this is coming. Carepatron are always adding to and improving functions which I love also.

Easy to use; customer support is very prompt and helpful

Often there's glitches with telehealth appointments and I've had to switch to zoom or another form of telehealth which is very disappointing

Carepatron have been very supportive right from enquiry through to ongoing use and is very responsive to requests.

I mostly use the calendar for appointment bookings and reminders and the notes features which saves me 1 - 1.5hrs time previously spent on this each week. It was great that I could set-up with my most needed features and then develop use from that.

I'd like to take off the ability for the client to cancel appointments in the email reminder. I'd prefer that they have to contact me directly

I am impressed with what is accessible on the free plan. A great starter platform to start with, to become confident before committing bigger dollars for all the features or bigger teams.

Carepatron is an easy to use, all inclusive platform for client and staff appointment management, and I have tested a few. For what is available, at little to no cost provides a great starting platform for the newer and smaller organisations to get a start.

My only challenge is not being able to 'see' an email sent history anywhere. However, this is changing, and gmail can be synched. I don't use gmail for business purposes.

It has been easy to set up. However, some clients and staff have struggled in setting up their profiles. Whenever I have had a problem, Carepatron have been relatively quick to support me. Being able to book in appointments, send invoices and take payments as well as keep up to date records is very useful for my business and Carepatron have been able to provide this to me (mostly)

It was relatively simple to set up for myself

It is not as easy for others to set up and become a part of the team. I also cannot see what team members are up to in the diary which I thought I would be able to have oversight of the whole team.

It’s worth every penny and I have no intentions of switching.

Carepatron is so user-friendly. It has everything you will need in respect of practice management. The customer service is top class! I have been recommending it to all my fellow therapists who equally love it. Clients have found it easy to access shared files. It really is the best, most versatile platform on the market that doesn’t cost the earth. Great for solo practitioners. Highly recommended.

On the rare occasion, it has been sticky loading templates on a mobile device.

Ease of use and accessibility, not complicated, efficient self-explanatory

Doesn't have various payment options or providers and currently does not have insurance billing option. Also the intake paperwork or documents send to clients could be a little more seamless.

I love the ease of use. The community resource function that's built into the EHR is my favorite feature.

There are limitations to data transfers.

Enjoying it so far. I look forward to bringing more of the team onto the platform

The system works great, it is great to set up an easy to use once it is set up. All of the clients who have used it find it to be easy and there has been no complications.

The Telehealth system needs work. It has dropped calls, but it is unknown if this is a user error or a result of the telehealth system.

My overall experience is good and will, hopefully, become great after a few months with more updates being released. Great software that has potential. A few hiccups that I was able to contact them about and the support was tremendous. They also were open to feedback and I feel heard and like they care about their clients, unlike some other platforms I've tried.

I like the customization of this product where I can set up services and then task those services to go to a certain member on my team. Therapy goes to one person and coaching clients to another. That way it is one less step towards directing clients on the back end.

Being a new company with a new CRM they are lacking in some areas. At the time of writing this document creation is lacking, and billing isn't fully automated. For me those are the two big ones but the good news is I have talked with one of the higher ups at CarePatron (believe it or not they actually help with answering the consumer questions!) and these are being worked on and will be released within a couple months.

I love the customer service. [SENSITIVE CONTENT] gets back to me quickly and is always available for my questions.

I love the scheduling and free reminders for clients. I think the billing is really easy to manage, as well.

I struggle with the templates. There seem to be ones in there, but they're hard to adapt to my own practice.

From the beginning, everything was easy to set up and to use. When you run into a technical problem, you always have a support team who always help you in a professional and friendly way, sometimes also going out of their way to improve the functionality of the software.

With Carepatron, you can have peace knowing that all your admin and accounting stay up to date and that everything you need on a daily basis to successfully maintain your business.

There is absolutely nothing I don't like about this software. I would like to get a payment option also available to my country.

Logical and easy to use software. Having a full featured mobile app also means we clean leave the office and still keep on top of everything from our phones.

No major issues. Carepatron strikes a reasonable balance that makes it easy to use while still giving good control over features.

This software makes it easy for . very cost effectiveall care providers to easily access and communicate with each other as well as with patients

Android users aren't able to use the platform or software yet

I wanted a CRM system that could do what my previous system did, but without the high cost. The team at Carepatron made me feel like I was their only customer, and took the time to find out what I needed to transition over to Carepatron. I was concerned about how to get years worth of data from one CRM system to another, and the team helped me manage this seamlessly.

I wanted a CRM system that could do what my previous system did, but without the high cost. The team at Carepatron made me feel like I was their only customer, and took the time to find out what I needed to transition over to Carepatron. I was concerned about how to get years worth of data from one CRM system to another, and the team helped me manage this seamlessly.

Because of the nature of my work (psychologist) I would like to be able to separate "client notes" from "admin documents". Currently everything can be viewed and one can use tags to help identify what a note contains, but it would be helpful if I could choose to only see admin related notes or client related notes

Excellent Software, more cost effective and easy to use.

The Carepatron Software is easy to use and understand. I think all the features are great (much better than my previous EHR software). Carepatron also makes running my practice more efficiently especially where the invoicing is concerned, no need for seperate software. Another feature I find very useful are the various templates to use, I think I've renewed most of my forms with the templates. Overall its an awesome product.

My one issue using Carepatron to start a new call, the "hosting region" seems to be set on "Australia", I've checked to see if I could select my country -South Africa but its not listed neither is "Africa" listed.

It has been beneficial having a free system to manage my caseload, schedule sessions with many different services offered, and have automatic reminders. The app and iPad functionality are less than desirable.

Having the system be free up to a certain storage is really welcomed for young small businesses.

As a paperless mobile practitioner I use my iPad for notes and this has been the biggest deterrent for using the system. The app does not do writing to text conversion very smoothly and you have to write very slow. Additionally app cannot be used offline.

Generally Carepatron has made business run more smoothly and has saved me valuable time.

I like the one stop shop approach where I can do all my tasks in one app. And the app is reliable and very user-friendly.

It can be difficult to type notes whilst using the video. Also the video doesn't allow screen sharing, like zoom.

Smooth to set up and easy to maintain my client list, notes and invoicing.

I really find carepatron easy to set up, easy to customize to my needs and the help team are extremely helpful and accommodating. Any suggestions to improve things have been taken seriously and I really feel valued as a customer.

I do not have any real dislikes about Carepatron at this time.

It’s saved me so much time. It’s so easy to learn and use. All I do is scan all the patients paperwork into the system and it goes straight into their file. I also have schedule reminders, patient portals, billing, claims management, and reports

I absolutely love Capterra medical software

I absolutely love everything about Carepatron medical software.

The most impressive feature is patient scheduling and I love it when patient able to fill up their details at home prior to their visit. Second best is on how easy it is to use CarePatron. No need to have extensive training. Even our non-clinical staffs able to use it after short and simple training.

Invoicing features should be improve so our finance can generate performance sales report. Patient database also need to have a Search function.

Carepatron has changed our business. It was easy to integrate into our systems and did everything we needed. The staff were able to learn Carepatron easily and we know that our information is secure.

Easy to use, great support to help us set up. [SENSITIVE CONTENT] are really nice and nothing was too much trouble for them. The whole team us up and running in a matter of days.

Have had some trouble getting the app on my phone, and the price can be pricey if you are a small place like us without lots of money. Too much spamming.

Carepatron has been such a blessing. I searched for over a year and tried many different platforms. Carepatron has amazing customer service and is very user friendly. I'm sure I have more great features to discover, but for the needs that I have, it is amazing. Though it is free, I am willing to pay for it each month, to support the agency.

The templates and documentation are extremely easy to use and take notes.

While I still have some exploring to do, I would like to be able to reproduce the same note without using a separate template for each client, every time I'm updating each individual chart.

Overall, I started when Carepatron started and I've seen a lot of growth. I have considered switching to another program multiple times, but the updates seem to be consistent so I do believe my desires regarding the schedule, reporting, and payments from patients will have more capabilities very soon (I truly hope).

I like how simple the program is, customizable in some great ways. Easy to communicate with patients via notes and appointment reminders. Consistent updates- updates are happening very regularly.

The reporting is lacking - not easy to run detailed reports especially financial. Unable to post partial payments. Can't really customize the schedule. It almost an all or nothing type of customization. In other words, If I say I'm open Mondays from 9am-4pm it's like that for ALL Monday's. I'd like to click on a calendar and customize my hours each day specifically if needed as well as the current function.