Carepatron

Pros: I love that you can tailor it to what demographics you need. The AI transcriber is really helpful. It also has its own virtual platform that is seamless for online clinic.

Cons: In my case, i wish it can incorporate pay wallets using QR codes, because this is more applicable in my location

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!

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

Pros: The platform has enabled me to securely send and receive thorough intake forms with clients. I can schedule in one place, record and communicate with clients.

Cons: The pay structure was not clear to me at first. Additionally, I needed extra support setting up secure email.

Pros: It’s very user friendly. It doesn’t take long to learn the programming or how to navigate the system.

Cons: There are a few places that were challenging to learn. I really had to search how to cancel an appointment. It took me a while to find it. Now that I know it’s no issue.

Pros: The platform is easy to use for me and for my clients and the price for what it offers seems unbeatable. The chat support feature usually answers my question. Scheduling appointments is easy and I like that it gives my clients text and email reminders. I also really appreciate how it streamlines intakes, session notes, and billing. The AI features and video call feature are also very useful.

Cons: Carepatron is missing some features that would make it a perfect all-in-one resource, including expense tracking and creating end of year reports on total income and broken down by clients.

Pros: I was intrigued by the option to have an account for free to be able to upgrade by choosing services we actually need.

Cons: The fact that I have been active for over a year and not even one claim has been paid. I have inquired about it multiple times and no answer yet. Not being able to get claims paid has hurt our business.

Cons: I found it challenging to sink to my Google Calendar. I still haven’t found out how to do this.i have tried countless times to reach tech support and no one can help me with this.

Pros: The price. That's why I chose this company. They provided a few tiers which was helpful in for my small practice.

Cons: There was not a lot of support or guidance regarding billing. I expressed when starting that it would be something I was interested in.

Pros: Customizability: I love that I can include my logo and customize the look of invoices, templates etc. The introductory free trial was very helpful to get to know the product and get started with it. The introductory year pricing was totally worth it. The ongoing price (year two) is decent, especially compared to other more well known platforms. I appreciate the built in video conferencing feature. It works well. Customer service was helpful and responsive when I needed it.

Cons: Not as intuitive as the leading platform in Canada when it comes to setting up how clients view calendar availability/scheduling, but I’m still learning this. When creating templates it’s sometimes hard to shift things around in sections (so you have to delete the whole section and start again if the order isn’t right… but maybe I’m doing something wrong here). Although PIPEDA compliant, I would prefer if the data was stored in Canada, and I wish the PIPEDA compliance was a bit clearer on the website. I do wish the video conferencing had a “whiteboard”.

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.

Pros: Easy to use, you get a good tool for the money you invest. Customer service is responsive, sometimes I see some technical bugs but very quickly they are fixed I think it is a good and lean interface in comparison to others I tried before

Cons: It would be nice to have a reporting section to analyze some data or to get there is not so clear For virtual sessions a waiting room would be great

Pros: Carepatron is the most cost effective for my practice. I utilize it more just for the billing aspect to file claims. I have not utilized customer support as the support questions and videos have been sufficient for any questions.

Cons: I have found it tough to navigate with the documents so I have an alternative system to utilize. With the use of everyone adding documents to the library, I found it confusing. In addition, it would be helpful for assessments to be scored.

Pros: Moving my client documents and files over from another platform was fairly easy. I also like how the platform has it's own video conferencing option. It is a good price, but there are definite things I would like to see changed.

Cons: Carepatron doesn't feel like a program that was created for therapists to use. When a client or potential client fills out paperwork, it doesn't automatically update personal details, like phone number, date of birth, etc. It also doesn't have a great homepage. I wish it had a place where it indicated you have notes that are drafts or are not yet complete. It also doesn't have reminders that you need to complete something or update a treatment plan. The templates that are within the program also need some work or don't automatically calculate a score (like the PHQ-9).

Pros: I like the price of the services and what is offered with the price. I also really appreciate the transcribed sessions and AI generated note taker. That feature is most helpful for saving time with my practice.

Cons: The system is not as user friendly as I would like. Logging on from the internet is not always easy. Also sending out assessments through the patient portal is not user friendly. Interacting with the patients through the portal should be more accessible. Changing and scheduling appointments is not user friendly.

Pros: I have to say I’m really impressed with Carepatron. From the moment I started using it, I noticed how intuitive and user-friendly the interface is. Navigating the platform is a breeze, and that makes my day-to-day tasks so much smoother. What I particularly love is how it combines so many features into one seamless platform. The scheduling and note-taking functionalities are perfectly streamlined, saving me a lot of time and effort.

Cons: I experienced quite a bit of frustration with glitches and lagging. It often made navigating the platform feel disjointed and slow, which disrupted my workflow. I really hope the team can address these technical hiccups because the potential for the software is definitely there.

Pros: The automated reminders to patients The messaging system for new patients to request an appointment

Cons: On the app version, I’m unable to see another provider’s schedule alongside my own. Also, when adding a new client, there is no space to add the date of birth. Once the client is already entered into the system, only then can you go into their personal data and put in a date of birth.

Pros: Carepatron is very easy to navigate and fill out. Managing patients, appointments, and paperwork is effortless.

Cons: Some minor bugs but there are minimal issues. Any problems have been handled timely and appropiately through customer support.

Pros: It is inexpensive and fairly easy to navigate once you get oriented to it. Billing is incredibly easy and everything appears professional on the client end.

Cons: Appointment reminders do not automatically go out and have to be manually sent for each session. The system does not create a to do list (i.e. does not prompt you to write progress notes, treatment plans, etc.).

Pros: Carepatron is a great value for the monty and provides some necessary branding and template configuration controls that we need for team operations. I like the ease of use to facilitate clinician onboarding, and some of the scheduling and service configuration options have worked well for us.

Cons: We rely heavily on our ability to alert our clinicians when clients have provided high-risk responses to an assessment or questionnaire, and need full access to all client data to properly facilitate program evaluation and outcomes reporting. We would also like to see additional workflow customizations available, as well as the ability to more easily integrate care into other systems used to support client onboarding and post-treatment support. We are using Carepatron for a clinic-based setting, so the option for clinicians to delete some of the templates, clients, etc. isn't ideal.

Pros: The AI documentation I like the user friendly look The system design is great I like the calendar and how it is user friendly

Cons: The video clichés when I'm on calls and if I go off the screen on the phone it stops the AI documentation Unable to set up auto text and emails to patients Unable to auto bill When on a support call, the person was unfamiliar with how to set up the e-prescribe system or if it was capable to prescribe compounding medication.

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.

Pros: Carepatron has been just want my small private practices needs. I used it when I was private pay only and then continued to use it when I accepted insurance. The customer support is timely and if they don’t have a feature I ask about, they let me know if it is in the works or will report it to their team for future updates.

Cons: Some things that may be practice specific for me would be that there isn’t one tab that I can open that’s says these are the dates that need notes for appointments or these are the dates that you haven’t billed for. Instead I have to look at the colander at each individual appointment. I also wish there was a goals section in the client dashboard and these goals would carry over into an AI note template for data tracking. Additionally the AI capabilities are exciting, but could use some work in terms of the process time and wording.