Carepatron

Pros

The functionality is great. The ability to add and remove staff and allocate cases to individual members of the team. To be able to add mileage and travel time in units.

Cons

Sometimes communication is slow when you want to speak to a human.
Sometimes if I am billing a council, i want the invoice reminders to go to them, but they go to the primary email address instead. I cant change the primary email address, which is the clients because I want the intake forms and appointment reminders to go to the client, just not the invoice.

Pros

I have been using Carepatron for almost two years now and I love that it works as my own personal accountant by providing the invoice platform and allow us to keep track of money owing and paid invoices. I've loved that it also works as my personal assistant by having your client contact information saved, track client appointments and services rendered. I've loved that all correspondence can be sent directly from Carepatron and it is very easy to use, and is brilliant for day to day use.

Cons

The only thing that I don't like about Carepatron is the templates some of the templates do not always download and that it has to be emailed before it can be used

Pros

It's an ok tool: It contemplates a secure meeting room, scheduling page per employee, etc.

Cons

The lack of transparency: the free version grants you 1 GB of space, but that gets filled within 3 or 4 months of usage with 4 or 5 months. There's nowhere for you to check where that space is used. That will be consumed even if you don't attach any files to the patients' records. I went to an unlimited plan, but now they changed their subscription model and apparently my plan is no longer unlimited, so once I achieve 5 GB of data (according to them), I'll need to look for another partner. Besides, Carepatron doesn't offer integration with CalDAV calendars or the creation of new meetings. Every patient will always see the same link, risking patients entering into other people's sessions.

Alternatives Considered

Google Workspace, Microsoft 365 and Doxy.me

Reasons for Switching to Carepatron

Carepatron seemed to be an ok solution. I was aware of the features, but these recent changes were awful.

Pros

There are several features I really like. I like that when I schedule a client, I can then put whether they attended or not, then generate a note and invoice from the same pop up screen. The platform is affordable and easy to navigate. You can add your own templates and save them in groups for easy access.

Cons

I haven't quite figured out how to log a partial payment for a service. There isn't anything clearly listed to do a partial payment when I'm logging a payment.

Pros

I love the free option for this the most.

Feature wise, I most appreciate the templating options for documentation.

Service wise, I most appreciate the team and their responsiveness as well as, openness to feedback!

Cons

The UI feels visually unappealing as well as, leaves something to be desired in the ways to access notes feels difficult.

Alternatives Considered

Trella Health Marketscape, TherapyAppointment and TheraNest

Reasons for Switching to Carepatron

Affordability allowing me to test the software, customization options, responsiveness to questions about the product and HIPAA compliance.

Pros

Carepatron has proven to be an amazing tool for me to create and maintain client records. The platform if very easy to use and client's have expressed their preference for the video platform versus the prior platform I was using.

Cons

While I do not have any significant "dislikes" about Carepatron, there are a couple of things I would like to see available -- that is unless they are already built within the platform and I am just missing how to access them. One is the ability to open the video link in a new tab or window which would allow me to access the client record if needed during a session. Second, I have several teen clients and use the relationships page to connect their parent/guardian to their record. I would like the ability to send parents an "intake packet" all at once rather than having to send each form as a separate document.

Pros

I like that I can see my staff’s schedule, rank in templates, and connect with our clients right from the calendar!

Cons

I need the following:
-create an intake form packet that get automatically sent to clients when we schedule an intake (phq9,GAD) and these forms should be able to be completed and when the client hit submit, they should be loaded to their chart for us to review…
-I have interns coming and going, I need a way to have a designated account that multiple interns might be able to use; in the past I’ve made my interns an account and then when their year or semester is over with me, terminated the account; this is a lot of work; i prefer to have one that will allow different interns to use ongoingwingly some how
-I would like y’all to have a connection with insurances to I can bill and send to them directly through my account

Alternatives Considered

TherapyNotes, LLC

Reasons for Switching to Carepatron

Because I can document for social work consults as well as therapy consults;

Pros

I love the ease of documenting sessions, client information, scheduling, and collecting fees all in the same place. Plus, the library of templates is amazing!

Cons

There is really nothing that I dislike. That is why I chose Carepatron!

Alternatives Considered

Paperbell, HoneyBook and TherapyNotes, LLC

Reasons for Switching to Carepatron

The cost, ease of use, how it looks, templates, and overall vibe.

Pros

Its simple and effective. Books dates, sorts my notes and forms out.

Cons

Meybe somewhere to store tasks or reminders would be helpful. I like the options it provides . There may be some other things for

Alternatives Considered

Zanda (formerly Power Diary)

Reasons for Choosing Carepatron

Care patron had more features and did everything i needed.

Switched From

Calendly

Reasons for Switching to Carepatron

ability to do more functionality and a free trial whilst i got set up.

Pros

Affordability and the product gives me what I need for my practice.

Cons

Nothing stands out, it works perfectly for me at this time.

Pros

It is one central place to have all of our client information, updates, call notes, documents received from physicians, and payment tracking. It also integrates with Outlook Calendar, which is phenomenal to get a quick view of when we have time to book clients in.

Cons

As it is fresh in my mind, the one-way sync with Outlook Calendar is my least favourite thing about Carepatron. 2-Way updating/syncing would be ideal. I also have to mention that this question is essentially asking me to find something to complain about within Carepatron. The fact that I'm kind-of complaining about a negligible feature like 2 way calendar sync, should be a positive about how great Carepatron is.

Alternatives Considered

Therabyte

Reasons for Choosing Carepatron

It is extremely annoying to be stuck in an environment like Office 365. Especially when most of the useful integrations are an additional cost on top of the yearly subscription. Only 1 out of the 4 core staff at our clinic has a Windows PC, and Microsoft's Office for Mac lacks certain features because it's for Mac.

Switched From

Microsoft 365

Reasons for Switching to Carepatron

Therabyte has many features which might be very suitable for other practices, but for our situation, we could not find the value it would bring to the table for the cost they were asking for.

Pros

- Intuitive and user-friendly interface, making it easy to navigate even for those who aren’t tech-savvy.
- Simplifies appointment scheduling, reducing time and effort spent on administrative tasks.
- Scales effortlessly with the growth of a practice, accommodating new clients and team members.
- Versatile and adaptable to practices of all sizes.
- Outstanding customer support, with quick and helpful responses.

Cons

-Unable to bill insurance directly at this time, though there is a possibility this feature will be available in the future.

Alternatives Considered

TherapyNotes, LLC, athenaOne, SimplePractice and TheraNest

Reasons for Switching to Carepatron

The price and ease of implementing this system, onboarding clients and staff was very simple.

Pros

1) Simple interface and logical functionality - all of it quite intuitive.
2) Template library with ability to create one's own forms
3) Different viewing options - Day, Week

Cons

Not so much 'like least' but more personal preferences for certain functions:
1) Inability to opt-out of 'pop-up' appt reminders
2) Would like to be able to customize schedule (Calendar) time slots to better the display of appointments.
3) Some of the screen 'real estate' could be condensed for better visualization

Pros

Everything. Fully HIPPA compliant video and client record CRM FOR FREE!!! If you need to upgrade it’s very cheap. Support is fantastic; always pushing out new features, listening to customers feedback. Video is stable. Scheduling is easy for the host or the clients. Easy to integrate zoom, google, and Microsoft. Has templates to use for many uses. Easy to use Stripe for billing

Cons

Nothing it’s all been a dream. Constant updates fix any bugs that pop up quickly

Alternatives Considered

Healthie and Doxy.me

Reasons for Switching to Carepatron

HIPPA compliance. Cost. Features. Ease of operation.

Pros

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.

Cons

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.

Alternatives Considered

SimplePractice and CharmHealth

Reasons for Choosing Carepatron

Practice Better is very robust and I loved the program. However, it had many features I did not need so when they jumped the fee considerably I could not justify continuing.

Switched From

Practice Better

Reasons for Switching to Carepatron

The features I needed for a small practice and the cost that doesn't break the bank.

Pros

Incredibly intuitive and easy to use.
Lovely design.
Does everything I need (I am a therapist) + more (the templates were unexpected; and also multiple calendars I can use for online/in person time slots)

Cons

None at all. I have tried to find something but haven't been able to. I would say that the video feature doesn't have a record session function - but they said that this feature will come in the near future.

Alternatives Considered

Zanda (formerly Power Diary)

Reasons for Choosing Carepatron

Interface on that was difficult to get around and also seemed very clunky.

Switched From

WriteUpp

Reasons for Switching to Carepatron

Interface on CP was better and also you get more features.

Pros

The customer service is great, the product is great. In particular, if I have a special need the product is updated to reflect that need in a timely manner. I like access to the templates so I can customize these for my specific needs.

Cons

I want the product to offer resources to be CRM system in addition to EHR system. An integrated approach would be awesome. To have a BAA covered marketing and communication system integrated with EHR is something missing in the market.

Pros

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

Cons

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.

Alternatives Considered

Calendly, Zanda (formerly Power Diary), Mindbody and SimplePractice

Reasons for Choosing Carepatron

I wanted to be sure initially of Privacy compliance as Scheduling Acuity was also fantastic but only offered that at higher price. Now that I use CP there are a lot of features including the notes/documentation that I love in CP too so the switch was right for me.

Switched From

Acuity Scheduling

Reasons for Switching to Carepatron

Its an all in one system. Its got everything in one place for an awesome price especially for a start up.

Pros

I love CarePatron and the customization features. I also love the Template format, how you can set up the services and how the services are color coded.

Cons

Sometimes it can be glitchy, but it’s been very rare this happens nowadays.

Pros

I like the templates I like the fact that for someone who maybe isn't as skilled in something and you're probably doing it as a side gig but you still have to keep a record of certain things the templates are fairly easy you can find practically pretty much something you're looking for and if not you know you can always mess around with it a little bit to change it to suit your needs and it's not much time at all to do that if you have Google docs I like it it helps me keep track of my clients blood sugar add that when I really like it's simple and straight to the point and if you don't even have any knowledge of it or like you're not a CNA or something like that it's pretty much self-explanatory so it's fairly easy

Cons

So far I really don't find anything that's wrong I mean I haven't used a lot of them the ones that I have used they're fairly easy so I mean I can't find anything wrong the site itself

Pros

Ability to try for free and easy to sign up.

Cons

Clients having trouble utilizing the online portal and syncing the clients vs patient part.

Pros

The constant updates with new features that help to make the site more user friendly and help professionals.

Cons

There are often some glitches with the network and because it's a newer application, there are some steps for new clients to take.
When it comes to creating invoices, there are limited options to edit it or create your own customized version.

Pros

I really like health care. Patient gives you the option to literally specify and schedule everything that you need including groups or individual sessions or even the type of video conferencing or over the phone call in the calendar and it makes everything just very easy to use.

Cons

Sometimes the video conferencing is a little bit glitchy for me, and I’ve not been able to figure out why that is.

Pros

Carepatron is easy to use and makes managing client information simple.

I like how I can quickly schedule appointments, keep track of progress, and manage documents all in one place. The reminders and client management tools help me stay organized and on top of my work.

What I like most is that it can be customized to fit different needs, whether you're working alone or in a team. The customer support is also great—they are fast and very helpful when I have questions.

Carepatron has made my work much easier, and I recommend it to anyone in healthcare or wellness looking for an all-in-one too

Cons

The one thing I liked least about Carepatron is that some features take time to fully learn and use effectively.

Pros

The pricing makes this platform affordable for small/new practice owners. Help team is responsive.

Cons

There are fewer options for customizing appointment reminders. My clients reported it wasn't user-friendly on their side.

Pros

The creators at CarePatron genuinely value feedback.

Cons

It is not yet friendly enough to integrate with my other billing partners.

Alternatives Considered

TherapyNotes, LLC, SimplePractice and Sigmund Software

Reasons for Switching to Carepatron

The price was the main feature that caught my attention - and the - but its customizability was of paramount importance to me.

Pros

I love using it, it is easy to use, aesthetically pleasing, can navigate across the system easily. Always doing updates and improving the system. Respond quickly to requests and difficulties. The billing system is brilliant except I don't use it due to no integration with Medicare. Excellent templates and form builders

Cons

No integration with Medicare. A big let down as 90% of my clients submit Medicare claims :(.
It was slow for clients to fill in their intake forms, the software would pause or glitch halfway through and they would loose their form or get frustrated and not submit, so had to do in session time, and also waste time in session checking if they had read and signed essential documents consent signatures etc.. because they forgot they had not completed the forms because of the software glitch. I lost a couple of clients from this as they got so frustrated with the process. Considering they were coming for depression, anxiety and anger issues, this extra negative experience first up, put them off seeing me :(
I nearly closed my account and was going to go to another software due to this, however I think they ironed out the problem now as no client has complained about this lately.
When I go to rebook, it will allow booking on a time slot that is already taken, so I have to waste time shifting back and forth making sure that I haven't double booked.
setting up the referral letters has been tricky and I still can't get it to work properly.

Pros

It feels really customizable, and it's so much less expensive than other options that any quirks are really easy to deal with.

Cons

It feels like a new product in the way that there are little glitches that happen pretty frequently. The video platform works really well, unless it just doesn't work at all, which happens once every week or two. And I'll often write up my notes & there are words missing all over the place that are beyond what would be normal typos. It would also be really helpful to have reports. But overall these issues feel manageable. I also think it's problematic that if you move to a different platform, you have to move all of the notes manually. To me it feels bordering on unethical, but I'm hoping they'll fix that issue.

Alternatives Considered

SimplePractice and TheraNest

Reasons for Choosing Carepatron

It was getting so expensive to stay w/ Simple Practice because everything I needed ended up being an added feature I needed to pay for.

Switched From

SimplePractice

Reasons for Switching to Carepatron

Carepatron is much much less expensive, and when there's an option that's so much more affordable w/ almost the same features, it's hard to justify paying more.

Pros

Good and simple to use system. Fulfills my needs now as a new counseling practice. The help & tutorial features are fantastic - short & very much straight to the point!
Happy to hear about the new AI feature on the video app. Yet to try it though.

Cons

The video was problematic for quite a while (using Apple appliances), until I recently discovered that it works primarily using google Chrome.
Sometimes editing and using templates can be a bit problematic. Unable to tie my icloud calendar to the system (all my appliances are Apple products). Unable to create email folders within Carepatron.

Pros

I needed an EMR that I could customize as closely to the program forms as possible that I contract for. I didn't need billing or any of that other stuff. This EMR was the most affordable and simple program I could find, which was exactly what I was looking for.

Cons

It's still in development. Not like beta development, but obviously updates are being constantly put out. It's a little glitchy at times and requires a refresh to get back on track.

Pros

I like the ease of scheduling and billing for me and clients. The pre-made templates can be helpful too.

Cons

I really do not enjoy that my clients cannot see their documents. Multiple clients do not get notified even when I share a document with them. I need to be able to upload their protocols onto the software so it is secure, but they never receive them so that is very frustrating. It doesn't seem like they have very much access on their end.

Pros

This is one of the most cost-effective databases for healthcare providers with great telehealth and calendar intregrations! We can customize most forms and the ai scribe is amazing!

Cons

I still find it a little challenging to build my own forms and would love to be able to upload word documents to convert to forms. Would love to have an insurance billing capacity integrated too

Pros

I really like the customizable templates with the many different options for fillables (checkbox, text box, radio buttons, etc) and electronic signature. I have been able to create templates for practice documents that make my solo practice look professional to doctors offices, schools, etc. I haven't made the switch from TherapyNotes to Carepatron for my EHR, but I like that if I wanted to do so, it would be a seamless process to import based on the tutorial I viewed.

Cons

The primary thing that is cumbersome so far, and part of why I haven't made a decision to switch from my other EHR, is that I haven't figured out how/whether Carepatron handles medical billing/insurance payments. That could be because I'm on the free starter plan and it is part of one of the paid plans. Occasionally the templates can be a bit of a mess to edit if you're customizing someone else's from the template search.

Pros

Very simple and very intuitive to use and can use via cell or computer

Cons

be more integrated with iPhone calendar and an app feature to schedule while having cell phone only available

Alternatives Considered

My Clients Plus and Google Workspace

Reasons for Switching to Carepatron

Simple and affordable. A great solution for new clinicians

Pros

Please see the entire review that I wrote regarding my overall experience.

Cons

Please see the entire review that I wrote regarding my overall experience.

Pros

practicality is a very positive point, it is simple and easy to understand at first glance and this helps train employees to use it

Cons

I think it needs to be more customizable, being able to put the company's face even if it is paid, change place tabs, colors. There could be more tips on how to configure things, educational tutorials with images, pop-ups while you are in the process. It would be cool if, if the platform realized that it was having a lot of errors in the process, a help pop-up would appear to help, like an assistant. It could also have third-party automation. I feel that the system is very restricted, as if it only existed in the world. automations like notion, slack, whatsapp, email, google drive

Pros

Everything about it is to love they dont make a lot of mistakes to make u not like it

Cons

That sometimes u cant reach a live prso. When u call

Alternatives Considered

Adobe Acrobat Reader

Reasons for Choosing Carepatron

Seemed like the better choice and i. Glad to say i did

Reasons for Switching to Carepatron

It was the better overall product so it made it eSy to choose

Pros

I can keep my entire team focused in one place developing daily tasks without having to move between several applications, it adapted very well to our needs to be able to have a more active productivity with deliveries on stipulated dates and a more organized work all with the same information.

Cons

There is no reason to say that I dislike something, I like the entire software

Pros

I like that it has all of the requirements I need.

Cons

It’s in the building stages so it doesn’t have everything in the forms like a treatment planner.

Pros

I love pretty much everything about Carepatron. I also love how there are constant upgrades to the service.

Cons

I don't know, there really isn't anything to not like.

Pros

Super helpful, Patient portal: Allows patients to schedule appointments and access their healthcare records. Data security: Uses bank-level encryption to protect data. Billing and coding: Includes integrated tools for billing and coding. HIPAA compliance: Ensures compliance with healthcare regulations
AI automation: Automates tasks with AI to simplify workflows.

Cons

I honestly have no cons regarding Carepatron. The software is great.

Pros

To be able to run services with efficiently, excellence & ease enabling us to provide our clients with the highest possible individualised care.

Cons

I cant fault Carepatron or any of the amazingly simple to use functions. It has enhanced all of our client's lives along with enabling our care services to function at the best possible level.

Pros

All of the features on this platform are easy to set up, use and are essential to my business. Clients are able to schedule their own appointments which update my calendar. I am able to easily create documents and templates and manage my time more effectively.
Customer support have excellent communication and are available to help with any issues and do this very quickly.

Cons

Although I can create invoices, I do not use this feature as I currently use another platform that allows me to create invoices, receive payments and pay any taxes. If this was added to Carepatron, it would be the only platform I would need for all aspects of my business.

Pros

As a new practitioner starting an online practice, most EMRs cost quite a lot, which is not feasible for new practices just starting out. Carepatron is an alternative that removes this barrier while allowing for customization and ease of use. New features are continuously being added to allow for a more seamless experience for both myself as a practitioner/user and clients.

Cons

Nothing yet! When I first started using Carepatron, it was newer and more limited in features having some limitations to other options like Jane. However, since then, many advanced features have been built into Carepatron and utilization of these features is seamless. Now any feature I need is available when I need.

Pros

Easy to use platform, notes, sessions, and scheduling all in one place

Cons

A lot of technical difficulties, updates without warning

Pros

user friendly - it is easy for practitioners to manage client records, appointments, and billing without extensive training.

Cons

overly priced- its pricing may be a concern for some users, particularly small businesses or solo practitioners.

Pros

User-Friendly Interface: The platform is known for its intuitive and easy-to-navigate interface, which simplifies daily tasks for healthcare providers

Cons

Customization Limitations: While there are customizable templates, some users have expressed that there are limitations in terms of tailoring the system to very specific needs or preferences, particularly for specialized practices.

Pros

Amazing platform to carry out what you need done in a precise timely and accurate time frame.

Cons

Everything about the platform is amazing I would not change anything. Dont try fixing something that is not broken.

Pros

HIPPA compliance, safe digital client files, templates, email and text reminders, AI features

Cons

Calendar interface on phone blocks out areas. Would like fill in treatment plans with ideas for what to do for different disorders

Alternatives Considered

TherapyNotes, LLC and TheraNest

Reasons for Switching to Carepatron

The cost was within my price range, as I am a company of 1 person

Pros

I love the unfussy appearance and ease of use. Everything is there, but uncluttered. It has the feel of minimalism but with capabilities good for any individual or group practice.

Cons

Lack of connection to Insurance clearinghouse... we need that for at least some of our team members.