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Carepatron Review: The All-in-One Healthcare OS in 2025?

by | Last updated Jan 21, 2026

carepatron logo

Are you feeling the pinch of juggling multiple apps to manage your healthcare practice?

It’s a massive pain point.

Dealing with separate tools for scheduling, notes, billing, and Telehealth eats up your time and energy.

But what if one platform could handle everything?

Carepatron claims to be that solution—an all-in-one Healthcare Operating System.

Does it really deliver in 2025? We put this popular EHR to the test.

Click and read our full, honest review to find out if it’s the OS your practice needs to simplify life and grow, finally!

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Carepatron

Save hours every week by letting Carepatron handle your practice. Get unlimited client records and a full patient portal with the Free plan. Over 100,000 clinicians trust it to simplify intake forms and boost client engagement.

What is Carepatron?

Carepatron is a complete software tool for mental health professionals and healthcare providers.

It serves as a central hub for managing clients.

This platform is a favorite among mental health practices.

It helps you handle daily tasks easily.

It includes appointment management and automatic reminders.

This helps cut down on no-shows. You can start with the free version.

This plan gives you tools like customizable forms and pre-built client forms.

As your practice grows, there are different pricing plans.

We will look at the full carepatron price later. They also provide solid customer support.

Carepatron is built to save you time.

carepatron homepage

Who Created Carepatron?

Carepatron was co-founded by Jamie Frew and David Pene.

They launched the company in 2019 to fix a big problem: healthcare providers were using clunky, separate tools.

Their mission is to democratize healthcare by making practice management simple and highly accessible for everyone.

They aim to save clinicians up to one full day of administrative work each week, enabling them to focus on their patients instead of paperwork.

Top Benefits of Carepatron

Why are so many healthcare providers choosing this platform for their practice management?

Carepatron offers a mix of essential features and advanced features that streamline your workday.

This makes it a great value for money, especially with its generous free plan.

Here are eight top benefits for providers in mental health and beyond:

carepatron top benefits
  • Simple and User-Friendly Interface: The platform features a clean, user-friendly interface that is easy to navigate. You won’t waste time figuring out complicated menus or technical jargon.
  • Robust Automation Capabilities: This software uses automation capabilities to handle repetitive tasks for you. This frees you up to spend more time on patient care, rather than on paperwork.
  • Comprehensive Client Portal: The secure client portal lets clients manage their own experience. They can fill out forms, access medical records, and communicate with you easily.
  • Effortless Online Booking: You can use the built-in online booking system to let clients schedule appointments 24/7. This system automatically syncs with your calendar and helps you assign clients to the right time slot.
  • Easy Client Information Management: You can keep all your client information and patient data organized in one place. Everything from notes to billing is secure and easy to find.
  • Quick Online Payments: The system includes tools for online payments and billing. This feature helps you get paid faster and manage your finances with less effort.
  • Smarter Appointment Reminders: Carepatron sends out automated appointment reminders via email or text. This key feature reduces no-shows, protecting your schedule and revenue.
  • Large Template Library: The platform provides a huge library of existing templates for notes and forms. You can start quickly and also customize them to fit your specific needs.

Best Features of Carepatron

What makes Carepatron an all-in-one solution for your healthcare office?

The platform goes beyond basic scheduling.

It bundles top-tier technology, especially its powerful AI tools, with core practice needs.

These core features, along with many others, work together to help you run a more efficient and compliant practice every day.

Let’s examine the unique features that truly distinguish Carepatron.

1. Appointment Scheduler

The appointment scheduler is easy to use and a user-friendly tool.

You can see all your clients in a simple calendar view.

This is key for solo practitioners and large clinics alike.

You can easily manage bookings and minimize no-shows.

Carepatron appointment scheduler

2. AI-Powered Clinical Documentation

This is a game-changer for saving time.

Carepatron offers AI to quickly turn your spoken notes into accurate written text.

This standout feature helps you reduce errors.

It means you can focus on providing quality mental health care or physical therapy instead of tedious typing.

Carepatron AI-powered Clinical Documentation

3. Telehealth

Carepatron offers a simple and secure video conferencing tool.

It enables reliable screen sharing and facilitates easy virtual visits.

This is a crucial aspect of modern healthcare, enabling your healthcare workspace to be flexible.

carepatron telehealth

4. Easy and Effective Client Portal

The client portal is where your clients manage their own details.

They can view their patient profile and fill out forms before their appointment.

This speeds up the process and improves overall user sentiment.

carepatron Easy and effective Client Portal

5. Insurance Billing

The platform includes tools for simple insurance billing.

It helps you submit claims quickly and accurately.

This feature saves a huge amount of admin time, allowing you to get paid faster.

carepatron insurance billing

6. Practice Management

This covers the whole business side of your practice.

It includes robust reporting, allowing you to see how your business is performing.

You gain important insights with more robust reporting features, enabling you to make informed decisions.

carepatron Practice management

7. Top-Grade Privacy & Security

HIPAA compliance is a must-have for all healthcare professionals.

Carepatron is a cloud-based platform that meets high standards for security.

This includes secure document storage for all patient records.

carepatron grade privacy & security

8. Clinical Notes

The system supports detailed and structured documentation for all your sessions.

You can use customizable templates or even upload your own templates.

This makes writing treatment plans and progress notes significantly faster for professions such as occupational therapists.

carepatron Clinical Notes

9. Client Communication Tool

You get excellent ways to talk with clients outside of sessions.

This includes secure messaging and built-in chat feature support.

If you need help, the built-in support or phone support from the Carepatron community is also available.

carepatron Client communication tool

Pricing

One of the most appealing things about Carepatron is how they handle the cost.

They offer a great free plan, and their pricing plans are designed to grow with your business.

All prices below are per user, per month, when billed annually, which saves you money.

You can also pay month-to-month for more flexibility.

Here is a simple breakdown of the plans:

Plan NameAnnual Price (per user/annually)Key Features IncludedBest For
Free$0Unlimited clients, Telehealth, Client Portal, 1GB Storage, Live Chat Support.New or part-time solo practitioners needing basic, essential tools.
Essential$11.50Everything in Free, plus: Automatic Reminders, 2-Way Calendar Sync, Electronic Claim Filing, 5GB Storage.Growing solo practices that need automation to cut down on no-shows and paperwork.
Plus$15.50Everything in Essential, plus: Unlimited AI, Unlimited Storage, Group Telehealth, Group Scheduling, and Custom Branding.Practices ready to optimize and grow, especially those using AI for documentation.
Advanced~$19.50Everything in Plus, plus: Roles & Permissions, White Labeling, Google Analytics, Dedicated Account Manager.Multi-provider clinics that need tight control and detailed business insights.
carepatron pricing

Pros and Cons

Choosing the right software is a big decision.

Let’s look at the clear benefits and potential drawbacks.

This helps you know if it’s truly the best fit.

Pros

  • Free plan is generous.
  • AI documentation saves time.
  • Interface is very easy.
  • Excellent client engagement tools.
  • Billing submission is simple.

Cons

  • Learning curve for new features.
  • Mobile app needs updates.
  • Limited direct phone support.
  • Advanced reporting costs more.

Alternatives to Carepatron

It’s smart to look at other options before you decide.

While Carepatron is powerful, other systems might fit your unique practice better.

These are five popular alternatives often compared with Carepatron.

  • SimplePractice: This is a top choice, especially for mental health and wellness professionals. It has an excellent, clean interface and is known for its strong client portal and easy telehealth features.
  • TherapyNotes: Built specifically for behavioral health, this platform focuses heavily on fast, structured documentation. If note-taking and insurance billing are your biggest concerns, TherapyNotes is a very reliable solution.
  • Jane App: Jane is popular with many allied health professionals, including physical therapists and chiropractors. It offers great features for online booking, group appointments, and a very good client-side experience.
  • Tebra (formerly Kareo + PatientPop): This option is an all-in-one platform known for combining EHR with strong Revenue Cycle Management (RCM). If maximizing payments and managing claims is your main focus, Tebra is a powerful tool.
  • Practice Better: Often used by coaches and wellness professionals, this platform offers tools for program creation, habit tracking, and deeper client engagement. It is great for practices that focus on long-term wellness plans.

Personal Experience with Carepatron

When my small private practice team needed a change, the constant cost of our old system was a major headache.

Our goal was simple: find a powerful, all-in-one tool without the huge subscription model cost.

We decided to try the feature-rich free plan of Carepatron first.

It quickly proved to be a valuable resource right out of the box.

We quickly transitioned away from our old, manual systems.

The team was able to cut down on admin time by roughly 8 hours a week.

This meant we could take on more clients without getting overwhelmed.

It was the essential tools in the free version that made the first big difference.

Later, we moved to one of the paid plans to unlock the full potential of the platform.

  • Zero Admin Cost Start: We initially used the feature-rich free plan to confirm the fit before any care patron costs were approved.
  • Faster Workflow: The task management feature helped us assign and track follow-ups, ensuring nothing was missed.
  • Easy Client Data: We utilized the custom answers option in forms to collect data specific to our practice.
  • Mobile Access: The CarePatron app allows clinicians to quickly check schedules and notes, even when away from the main office.
  • System Integration: We utilized CarePatron integrations to synchronize our calendar with Outlook seamlessly.

Final Thoughts

After reviewing its features, Carepatron stands out as a strong choice for modern healthcare practices.

The blend of a generous free plan, powerful AI documentation, and smooth client engagement tools offers clear value.

If you are a solo practitioner or a small clinic aiming for efficiency without the high initial carepatron cost, the platform is definitely worth trying.

It simplifies your workload, allowing you to spend more time helping your clients.

Ready to save hours on admin every week?

Start your free Carepatron account today and instantly simplify your practice management!

Frequently Asked Questions

How secure is Carepatron?

Security is their top priority. The platform is fully HIPAA compliant. They use AES-256 bank-level encryption and secure cloud infrastructure to protect sensitive patient data. Your records stay safe.

Is Carepatron really free?

Yes, absolutely. Their Starter plan is free forever. It includes essential features like telehealth and a client portal without any monthly fee. It is a genuine $0 entry point for practitioners.

How much does Carepatron cost?

Pricing scales with your needs. While the Starter plan is free, Professional tiers typically range from $12 to $29 per user monthly. No hidden setup fees or surprise costs. Simple and transparent.

Can Carepatron bill insurance?

Yes, insurance billing is built-in. You can generate CMS-1500 forms and submit claims electronically. It simplifies the reimbursement process significantly, saving you hours of manual paperwork every single week.

Who owns Carepatron?

It was founded by Jamie Frew and David Pene. Based in New Zealand, the company is backed by major investors like Blackbird Ventures. They are a legitimate, venture-backed healthcare technology firm.

Does Carepatron have a mobile app?

Yes, they offer native apps. You can find Carepatron on the Apple App Store and Google Play Store for on-the-go practice management. Stay connected to your clinic from anywhere.

Who is Carepatron best suited for?

It’s ideal for therapists, coaches, and medical practitioners. If you want to reduce admin hours without spending a fortune, this is your best bet. It fits solo practices and large teams alike.

More Facts about Carepatron

  • What it is: Carepatron is a website and app that helps mental health professionals, such as counselors and therapists, run their offices from anywhere.
  • Easy Booking: Clients can go online, see when a doctor is available, and book an appointment.
  • Video Calls: It includes a built-in video tool that lets doctors talk to patients safely and privately over the internet.
  • Automatic Reminders: The system sends texts or emails to patients to help them remember their appointments.
  • Smart Notes: It uses an AI helper that can listen to a session and help the doctor write down their notes much faster.
  • Free Plan: There is a free version that lets beginners use many of the best tools without paying.
  • Paid Plans: For more features, paid plans start at $15 per person per month as of 2026.
  • Helpful Templates: Doctors can use pre-made forms to quickly write down how a patient is doing or what their treatment plan is.
  • Money and Billing: It integrates with Stripe, allowing patients to pay their bills online with a credit card.
  • Easy to Switch: If a doctor is using an old system, they can easily move their entire list of patients to Carepatron.
  • Customer Support: Most people say the help team is very nice and answers questions quickly through chat or email.
  • Room for Improvement: Some users wish they could customize the reminder messages more, and others think the math reports on how the business is doing could be improved.
  • Small Glitches: A few people have noticed the app can sometimes be slow or have small “bugs” on mobile phones.
  • Secure Messaging: Doctors and patients can send private messages to each other that stay safe and hidden from others.

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