Carepatron
carepatron.com
What it is
Carepatron is practice management and EHR software for clinicians, with tools for administrative and clinical workflows. Its listed functions include scheduling, online booking, reminders, client messaging, telehealth, clinical notes, treatment plans, invoicing, payments, and insurance billing. The AI scribe drafts session notes and is included free. Carepatron says it serves behavioral, medical, allied health, and wellness practitioners, including therapists, physicians, dietitians, and health coaches. Users can access it through Android, iOS, macOS, and the web. Documented integrations include Zoom, Google and Microsoft calendars, and Stripe Express payments. API access for custom integrations, data syncing, and workflow automation is included on the Advanced plan. The Free plan includes 100 appointments and 1GB of storage; paid plans start at $39/user/mo, and a 14-day trial is listed. The pricing comparison also lists e-prescribing at $39/mo per user on Plus and Advanced, electronic claim filing from $0.25 per claim, and manual insurance status checks at $0.15 per check. Carepatron states it provides SOC 2 certification, HIPAA and GDPR compliance, a BAA, and 256-bit encryption for patient records.
Spec sheet
- What it does
- Carepatron is hosted practice-management and EHR software covering scheduling, documentation, telehealth, billing and client communication.Read 19 Oct 2026 · carepatron.com
- Product
- Carepatron describes itself as practice management and EHR software that handles back-office work for clinicians.Read 30 Sep 2026 · carepatron.com
- Intended users
- Carepatron says it serves behavioral, medical, allied health, and wellness practitioners, including therapists, physicians, dietitians, and health coaches.Read 30 Sep 2026 · carepatron.com
- API
- Carepatron says API access is included on the Advanced plan and supports custom integrations, syncing data, and workflow automation.Read 30 Sep 2026 · carepatron.com
- Integrations
- The product advertises Google Calendar and Outlook synchronization, Stripe payments and Google Analytics on Advanced.Read 19 Oct 2026 · play.google.com
- Security
- Carepatron states that it is HIPAA compliant, GDPR compliant, PIPEDA compliant and SOC 2 Type II compliant, with a BAA available.Read 19 Oct 2026 · trust.carepatron.com
- Support
- The Advanced plan lists premium support and a 1:1 onboarding manager; the pricing page describes sales help for larger teams and multi-site practices.Read 30 Sep 2026 · carepatron.com
- Additional charges
- The pricing comparison lists e-prescribing at $39/mo per user on Plus and Advanced, electronic claim filing starting from $0.25 per claim, and manual insurance status checks at $0.15 per check.Read 30 Sep 2026 · carepatron.com
- AI notes
- Carepatron says its AI scribe drafts session notes and is included free.Read 30 Sep 2026 · carepatron.com
- AI scribe
- Its AI scribe drafts clinical notes from telehealth sessions or dictated material.Read 19 Oct 2026 · play.google.com
- API documentation
- The API documentation provides endpoint, parameter and schema references plus raw OpenAPI YAML or JSON specifications.Read 19 Oct 2026 · help.carepatron.com
- API limits
- API responses expose rate-limit headers, and the API is rate limited for fair use.Read 19 Oct 2026 · help.carepatron.com
- Billing
- Billing tools support invoices, online payments, superbills and electronic insurance claims.Read 19 Oct 2026 · carepatron.com
- Client portal
- Clients can use a portal for booking, records access and secure messaging.Read 19 Oct 2026 · play.google.com
- Company founding
- G2 lists Carepatron's founding year as 2018.Read 19 Oct 2026 · g2.com
- Company funding
- Crunchbase identifies Carepatron as privately held and lists grant funding rounds including Callaghan Innovation, but does not expose total funding amounts.Read 19 Oct 2026 · crunchbase.com
- Company headquarters and size
- LinkedIn lists New York, New York headquarters and a 51–200 employee company size.Read 19 Oct 2026 · linkedin.com
- Company legal name
- Crunchbase lists the legal name as Carepatron Ltd, while Google Play identifies the developer as Care Patron Ltd.Read 19 Oct 2026 · crunchbase.com
- Documentation
- Clinical notes, treatment plans and customizable templates are included.Read 19 Oct 2026 · carepatron.com
- Documentation and support
- The Help Center contains articles for scheduling, billing, documentation, AI, health records, communications, compliance, telehealth, integrations and insurance billing.Read 19 Oct 2026 · help.carepatron.com
- Free-tier limits
- The pricing comparison lists 100 appointments and 1GB of data on Free, and shows 30 days of deleted-data retention.Read 30 Sep 2026 · carepatron.com
- License and hosting
- The reviewed official pages describe a hosted service and do not identify an open-source license or self-hosting package.Read 19 Oct 2026 · carepatron.com
- Limit: billing complexity
- Some reviewers describe insurance claims submission and billing corrections as cumbersome or error prone.Read 19 Oct 2026 · softwareadvice.com
- Limit: mobile performance
- Reviewers report slow mobile loading, repeated update interruptions and a clunkier mobile experience than desktop.Read 19 Oct 2026 · softwareadvice.com
- Limit: reporting and workflows
- Reviewers say reporting is basic and some workflows lack goal tracking, progress trending and automated due-date management.Read 19 Oct 2026 · g2.com
- Limit: support complaints
- Trustpilot reviewers include complaints about customer-service follow-through and problems entering insurance-company information in intake forms.Read 19 Oct 2026 · trustpilot.com
- Limit: telehealth reliability
- Independent reviews report occasional telehealth glitches, poor video quality, failed session links and sessions ending unexpectedly.Read 19 Oct 2026 · softwareadvice.com
- Notable news: public API
- Carepatron announced phase one of its public API on August 30, 2026, initially supporting contacts export.Read 19 Oct 2026 · help.carepatron.com
- Platform access
- The Help Center lists Android, iPhone/iOS, Chrome desktop, and Safari/macOS as ways to use the app.Read 30 Sep 2026 · help.carepatron.com
- Practice workflow
- The platform lists scheduling, online booking, reminders, client messaging, telehealth, clinical notes, treatment plans, invoicing, payments, and insurance billing.Read 30 Sep 2026 · carepatron.com
- Praise: ease of use
- Reviewers commonly praise the intuitive interface, straightforward setup and easy scheduling.Read 19 Oct 2026 · g2.com
- Praise: templates and breadth
- Reviewers frequently praise customizable templates and the ability to combine scheduling, notes, billing and client management in one system.Read 19 Oct 2026 · choosingtherapy.com
- Praise: value and affordability
- Independent reviewers repeatedly describe Carepatron as affordable, with a generous free tier and strong value for solo practitioners and small practices.Read 19 Oct 2026 · getapp.com
- Public API
- Carepatron offers a secure REST API; its first public phase provides asynchronous contacts export using API keys.Read 19 Oct 2026 · help.carepatron.com
- Rating on Apple App Store
- 5.0 out of 5 from 4 ratings.Read 19 Oct 2026 · apps.apple.com
- Rating on Capterra
- 4.4 out of 5 from 860 reviews.Read 19 Oct 2026 · capterra.com
- Rating on G2
- 4.5 out of 5 from 733 reviews.Read 19 Oct 2026 · g2.com
- Rating on GetApp
- 4.4 out of 5 from 858 reviews.Read 19 Oct 2026 · getapp.com
- Rating on Google Play
- 3.7 out of 5 from 27 reviews.Read 19 Oct 2026 · play.google.com
- Rating on Trustpilot
- 3.4 out of 5 from 44 reviews.Read 19 Oct 2026 · trustpilot.com
- Scheduling
- The platform provides online booking, calendars and automated appointment reminders.Read 19 Oct 2026 · carepatron.com
- Security controls
- The Trust Center lists audit logging, penetration testing, code analysis, anti-DDoS controls, backups, access monitoring and disk encryption.Read 19 Oct 2026 · trust.carepatron.com
- System requirements
- Official download guidance lists Android, iPhone/iOS, Chrome desktop, Safari/macOS, Windows and Intel or Apple Silicon Mac downloads.Read 19 Oct 2026 · help.carepatron.com
- Telehealth
- Carepatron includes telehealth video sessions connected to appointments.Read 19 Oct 2026 · carepatron.com
Plans and prices
Strong points and limits
Strong points
- Includes scheduling, telehealth, notes, and billing tools.
- AI scribe drafts session notes at no charge.
- Free plan includes 100 appointments and 1GB storage.
- Advanced plan includes API access.
- Lists Android, iOS, macOS, and web access.
Limits
- Free plan is limited to 100 appointments.
- Free plan includes 1GB of storage.
- E-prescribing is listed at $39/mo per user on Plus and Advanced.
- Claim filing and manual insurance checks have per-use charges.
Who it suits
It suits behavioral, medical, allied health, and wellness practitioners who need scheduling and clinical workflow tools. The listed practitioners include therapists, physicians, dietitians, and health coaches.
Carepatron in depth
Read the full write-up
Overview
Carepatron brings practice administration and clinical records together for independent clinicians and teams that want scheduling, documentation and billing in one system. Its broad workflow and free entry tier make it worth considering across several health disciplines; the trade-off is that the free plan caps appointments and storage, while some prescribing and insurance tasks cost extra.
Key features
Scheduling, online booking, reminders, recurring appointments, digital intake forms and client messaging cover the administrative path around a visit. Clinical notes and treatment plans sit alongside telehealth, invoicing, online payments and insurance billing, so practices can manage both care documentation and routine office work in one place. This breadth is useful for practitioners who would otherwise coordinate separate tools, though practices should weigh the per-task insurance charges against their billing volume.
The AI scribe drafts session notes and is included free, a practical addition for clinicians who want help with documentation. Integrations documented by Carepatron include Zoom, Google and Microsoft calendars, and Stripe Express payments. The Advanced plan adds API access for custom integrations, data syncing and workflow automation.
Carepatron states that it provides SOC 2 certification, HIPAA and GDPR compliance, a BAA, and 256-bit encryption for patient records. Those safeguards are relevant for practices handling sensitive records. Android, iPhone/iOS, Chrome desktop and Safari/macOS are supported access routes.
Pricing
Carepatron is freemium, with a 14-day trial. Free costs nothing and includes unlimited clients, 1GB storage, 1M AI tokens, 1K tasks and 100 appointments. It is a useful way for a solo practitioner to start, but the appointment and storage caps make it less suitable for a busy or growing practice. Deleted-data retention is 30 days.
Plus is shown at $15.50 a month, billed $15.50 / mo; the page also shows $31 and a 50% off for 6 months offer. It includes unlimited clients and practitioners (billed per user), unlimited data, AI tokens, tasks and storage, advanced workflows, and group telehealth. It suits practices that need higher capacity and group sessions, but it does not include the roles, white labeling, premium support or API access reserved for Advanced.
Advanced is shown at $19.50 a month, billed $19.50 / mo; the page also shows $39 and a 50% off for 6 months offer. It includes unlimited clients and practitioners (billed per user), unlimited data, AI tokens and tasks, roles and permissions, white labeling, premium support and API access. The additional controls and API are most relevant to larger or more complex practices. Carepatron's paid-from price is 39 /user/mo, so teams should account for per-user billing rather than treating the displayed plan price as a flat practice cost.
On Plus and Advanced, e-prescribing costs $39/mo per user. Electronic claim filing starts from $0.25 per claim, and manual insurance status checks cost $0.15 per check. Practices that prescribe or handle many claims should include those charges in their cost comparison.
Platforms
Carepatron supports Android, iOS, macOS and web, with API access on Advanced. Its listed browser routes include Chrome desktop and Safari on macOS, alongside Android and iPhone apps.
Who it's for
Carepatron serves behavioral, medical, allied health and wellness practitioners, including therapists, physicians, dietitians and health coaches. It is strongest for practices seeking one system for appointments, records, telehealth and billing, and less compelling for teams whose prescribing or insurance workload makes usage charges a major concern.
Pros and cons
Pro: Scheduling, documentation, telehealth, payments and insurance billing share one workflow, reducing the need to assemble separate tools for these tasks.
Pro: The free tier includes an AI scribe, giving clinicians a way to try note drafting without moving immediately to a paid plan.
Pro: Advanced adds roles, white labeling, premium support and API access for practices with more involved administration or integration needs.
Con: Free is limited to 100 appointments and 1GB of storage, which can constrain ongoing use.
Con: Per-user plan billing and additional per-user or per-claim charges can raise costs as staffing and insurance activity grow.
Alternatives
For a wider comparison, browse Medical Practice Management, Therapy Scheduling Software and Medical Appointment Scheduling Software.
Consider Symplast for its EHR, scheduling and communication offering with practice growth services. PracticeSuite Medical Billing is an option for buyers seeking modular medical billing software with a personalized quote and unlimited administrative users. Crystal Practice Management offers a package that includes health records, a patient portal, machine integrations, optical inventory and payments. PracticeEHR Chiropractic EHR is an alternative with plans that include unlimited patients. Grove is another freemium option, with a free plan for one provider and 25 active patients. AdvancedMD Medical Billing offers medical-specialty and mental-health options. Latrexa has a free plan for one doctor and paid tiers for larger doctor counts. ModMed Practice Management offers specialty-specific packages whose features vary by specialty.
Verdict
Carepatron is a strong fit for clinicians who want administration, clinical documentation and telehealth in one platform, especially those who can begin on its free tier or benefit from the AI scribe. Choose a paid plan when appointment and storage caps become limiting, but look elsewhere if per-user billing or extra charges for prescribing and insurance work outweigh the convenience of an integrated workflow.
Verdict
Carepatron combines practice administration with clinical documentation and telehealth, and offers a free tier. Review the free-plan limits and the listed additional charges for prescribing and insurance tasks.
Where Specifiction places it
- Medical Appointment Scheduling Software#1 of 379.4
- Therapy Scheduling Software#1 of 329.4
- Medical Practice Management#1 of 229.5
- Therapy Software#1 of 159.5