Carepatron Reviews 26

I’ve found some significant HIPAA and privacy concerns with Carepatron, specifically regarding document visibility in complex family cases. It lacks the granular conditional logic needed to ensure that only the correct party sees specific documentation. In sensitive situations—like high-conflict divorce or shared custody—you need 'hard walls' between portals. Carepatron's current structure relies too much on manual sharing to the client (who may be a minor), which creates a massive risk for human error and accidental disclosure. For a modern EHR, the lack of automated, conditional logic privacy features for guardians is a Huge concern.

I will edit this comment if that gets resolved.

I have used Carepatron from the early days and have always found the team initially Jamie very responsive and super helpful. I always communicate the items I would love included and they always listen to my suggestions. I have found Carepatron exceptional as it has everything I need in one place - sure there are things that could be added but just like our own businesses things are always being updated and added to. I love the AI its amazing as a help tool and if it cant help a team member helps promptly. The note transcription is a great tool also and saves me SO much time. All in all its an excellent platform and very reasonable price. I love it.

We used Carepatron for about a year. Issue after issue. We paid the subscription in full. After all the issues and tired of dealing with them we switched platforms. I emailed the owner to print off notes for an audit , notes mind you that we already paid for and belong to us, and he will not release them without us paying another 228.00.
Email:
Just to reiterate, an active subscription is required to continue using the platform. The annual subscription for a single staff user on your account is $228. Would you like me to go ahead and reactivate this for you?

I hope this helps — please don’t hesitate to reach out if you have any other questions.

My reply

You do understand I do not want to “use it “ I want to print our notes that belong to us and we have already paid for ..

No reply

I spent hours setting up an account, only to come back later and everything was deleted. Even my bank account connection. DO NOT TRUST THESE PEOPLE! They have 100% lack of empathy or sympathy for you when you are distraught because all your stuff is deleted. I did nothing to delete my information, it was all them. 11/13/2025. Your response is not accurate, I am the account owner and I did NOT remove my own access.

As a customer it is unintuitive. You have to close a referral to then get a save function. Very unintuitive. What happened to just having a save button at the bottom of a form?
You have to use the date calendar icon, otherwise your input isn't accepted. Much easier for me to type the date than go through all that nonsense.
I also added a 9 character password and it wasn't accepted?

Great, easy to use client management system for counsellors and very affordable with all text and email reminders included. I'm very happy and haven't availed myself of all the features as yet.

The EMR itself has so much potential and can really be great. The pricing is great, but the customer service leaves a lot to be desired. First, there is no way to contact them by phone. Second, you have 0 timeline of when they will get back to you or who will be responding to you. I have had numerous messages go unanswered and even been ghosted on video calls. If their support team got it together this could be a great EMR but I will be canceling my membership due to the inconsistent support.

Really easy to use. Ideal for therapists

It provides the basic functionality, but nothing more.
I was using the free version, which is not supposed to be time-limited. However, at one point my account froze, but my availabilities remained open. Customers were booking appointments without me being able to stop them or see the appointment details, as I could no longer access my account at all. 2 emails and a message on FB to their customer service to finally have the beginning of a tedious solution to close my availabilities and change platform.
I strongly advise against this! Poorly thought-out software on top of that.

Il remplit les fonctionnalités de bases sans plus.
J'utilisais la version gratuite qui n'est pas censée être limitée dans le temps. Pourtant à un moment mon compte s'est bloqué, mais mes disponibilités sont restées ouvertes et ouvertes. Des clients prenaient des rendez-vous sans que je sois puisse l'empêcher ou voir les détails du rendez-vous comme je ne pouvais plus du tout accéder à mon compte. 2 courriel et message sur FB ont leur service clientèle pour enfin avoir un début de solution fastidieuse pour fermer mes disponibilités et changer de plateforme.
Je vous déconseille fortement ! Logiciel mal pensé en plus de ça.

The saving feature does not work correctly and at times when you are trying to save your note it does not capture what you have completed correctly; it has happened to me a few times.

Also, I attempted to reach out to the customer service folks and I haven't heard back but overall for the price it's not bad.

I was frustrated with Epic, CRPS, E-clinical, Cerner and Meditech. My notes felt meaningless, and in reading them I felt it was difficult to perceive any meaningful changes for my patients because these templates were NOT designed for my type of practice. Using CarePatron, I can now write notes that have data-points that I find meaningful, and in a format consistent with how I practice...with data to support my payments. Carepatron's system has the ability to use other providers' template samples, or personalize them, OR create them from scratch. I also have complicated billing and coding practices which combine osteopathic CPT codes with the other more standard procedure codes, as well as sometimes up to eight diagnoses on one visit. No problems here...just some extra time to add ALL of the Dx on the Superbill (if patients are using insurance)...updates coming every week make me feel like Carepatron is looking to improve access, appearance and documentation ALL the time. And all for a very very modest fee (especially if one is concerned about minimizing overhead). Did I mention the very nice AI bot AND real human tech support! Both invaluable....even for those less-than-tech savvy.

I like the flexibility. and enjoy the ready templates. I would like more option in the receipt function and get a picture when clients don't pay every session

If I could give 10 Stars, I would—unbelievable service and support. Always looking to improve features an open for feedback. flexible. The owner is so accommodating and understanding. A+++++++++++ service with a smile. The fact that you can meet with the owner and share your needs is a true Testament to customer support. Thank you for all your help

We love Carepatron! Simple to use and cost efficient

It is very simple and easy to use the Carepatron software. It helps me keep very detailed notes in regards to all my patients and also offers suggestions for documents.

Excellence

I love their free tier! It doesn't feel restrictive at all. The UI is cleanly organised and logical, everything just flows. I love the template designs and integrations.
Highly recommend 🙌

I like this a lot, it has help my coaching business.

I love how all my notes are in one place and how easy is everything

Some basic features are missing:
Hide self view on cam
Make one invoice for all appointments of the same client automatically (now it's one invoice per appointment)
Add invoice to appointments made on Google calendar