Carepatron
Carepatron is practice management and EHR software for clinicians, with tools for administrative and clinical workflows.
What Carepatron 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 is included on the Advanced plan for custom integrations, data syncing and workflow automation.
Good
- AI scribe drafts session notes at no charge.
- Free plan includes 100 appointments and 1GB storage.
- Offers scheduling, telehealth, notes and billing tools.
- Integrations include Zoom and calendar services.
- Advanced plan includes API access.
Watch out
- Free plan has a 100-appointment limit.
- Free plan includes 1GB of storage.
- E-prescribing costs $39/mo per user on Plus and Advanced.
- Claim filing and manual status checks have listed per-use charges.
Who it suits
Carepatron suits behavioral, medical, allied health and wellness practitioners who need scheduling alongside clinical and billing workflows. It may also suit practices that want telehealth, an AI note scribe or API access on Advanced.
Verdict
Carepatron combines practice administration with clinical records, telehealth and billing features. Check the Free plan limits and listed add-on charges against the needs of your practice.
Plans and prices
From Carepatron's own pricing page, checked 19 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Unlimited clients · 1GB storage · 1M AI tokens · 1K tasks · telehealth · client portal · AI scribe · Free for everyone |
| Plus | $15.50 a month | Unlimited storage · advanced workflows · group telehealth · group scheduling and notes · shared inbox · custom branding · $15.50/mo promotional display; page also shows $31 and 50% off for 6 months |
| Advanced | $19.50 a month | Roles and permissions · white labeling · Google Analytics integration · 90-day deleted-data retention · onboarding manager · premium support · API · $19.50/mo promotional display; page also shows $39 and 50% off for 6 months |
| Large team or custom needs | Priced on request | Custom setup · multi-site support · workflow and onboarding support · Contact sales |
The facts
Each one read from Carepatron's own pages, with the date it was checked.
What it does
- 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.checked 30 Sep 2026
- AI notes
- Carepatron says its AI scribe drafts session notes and is included free.checked 30 Sep 2026
- AI scribe
- Its AI scribe drafts clinical notes from telehealth sessions or dictated material.checked 19 Oct 2026
- API
- Carepatron says API access is included on the Advanced plan and supports custom integrations, syncing data, and workflow automation.checked 30 Sep 2026
- API documentation
- The API documentation provides endpoint, parameter and schema references plus raw OpenAPI YAML or JSON specifications.checked 19 Oct 2026
- API limits
- API responses expose rate-limit headers, and the API is rate limited for fair use.checked 19 Oct 2026
- Client portal
- Clients can use a portal for booking, records access and secure messaging.checked 19 Oct 2026
- Documentation
- Clinical notes, treatment plans and customizable templates are included.checked 19 Oct 2026
- Documentation and support
- The Help Center contains articles for scheduling, billing, documentation, AI, health records, communications, compliance, telehealth, integrations and insurance billing.checked 19 Oct 2026
- Integrations
- The product advertises Google Calendar and Outlook synchronization, Stripe payments and Google Analytics on Advanced.checked 19 Oct 2026
- Intended users
- Carepatron says it serves behavioral, medical, allied health, and wellness practitioners, including therapists, physicians, dietitians, and health coaches.checked 30 Sep 2026
- License and hosting
- The reviewed official pages describe a hosted service and do not identify an open-source license or self-hosting package.checked 19 Oct 2026
- Limit: mobile performance
- Reviewers report slow mobile loading, repeated update interruptions and a clunkier mobile experience than desktop.checked 19 Oct 2026
- Limit: reporting and workflows
- Reviewers say reporting is basic and some workflows lack goal tracking, progress trending and automated due-date management.checked 19 Oct 2026
- Limit: support complaints
- Trustpilot reviewers include complaints about customer-service follow-through and problems entering insurance-company information in intake forms.checked 19 Oct 2026
- Limit: telehealth reliability
- Independent reviews report occasional telehealth glitches, poor video quality, failed session links and sessions ending unexpectedly.checked 19 Oct 2026
- Notable news: public API
- Carepatron announced phase one of its public API on August 30, 2026, initially supporting contacts export.checked 19 Oct 2026
Money
- Billing
- Billing tools support invoices, online payments, superbills and electronic insurance claims.checked 19 Oct 2026
- Free-tier limits
- The pricing comparison lists 100 appointments and 1GB of data on Free, and shows 30 days of deleted-data retention.checked 30 Sep 2026
- Limit: billing complexity
- Some reviewers describe insurance claims submission and billing corrections as cumbersome or error prone.checked 19 Oct 2026
The company
- Company founding
- G2 lists Carepatron's founding year as 2018.checked 19 Oct 2026
- Company funding
- Crunchbase identifies Carepatron as privately held and lists grant funding rounds including Callaghan Innovation, but does not expose total funding amounts.checked 19 Oct 2026
- Company headquarters and size
- LinkedIn lists New York, New York headquarters and a 51–200 employee company size.checked 19 Oct 2026
- Company legal name
- Crunchbase lists the legal name as Carepatron Ltd, while Google Play identifies the developer as Care Patron Ltd.checked 19 Oct 2026
The full review of Carepatron
Overview
Carepatron is practice management and EHR software for clinicians, combining administrative tasks and clinical documentation in one platform. Its workflow covers appointment scheduling and online booking, reminders, client messaging, telehealth, clinical notes, treatment plans, invoicing, payments and insurance billing. Patient reminders, digital intake forms, recurring appointments, online payments and integrated telehealth are also listed.
Carepatron serves practitioners across behavioral health, medicine, allied health and wellness, including therapists, physicians, dietitians and health coaches. It also offers an AI scribe that drafts session notes, which Carepatron says is included free.
Documented connections include Zoom, Google and Microsoft calendars, plus Stripe Express payments. For custom connections, data syncing and workflow automation, API access is available on the Advanced plan.
Key features
- Appointment workflow: Scheduling, online booking, reminders, recurring appointments and digital intake forms help manage the path from booking to appointment.
- Clinical documentation: Practitioners can work with clinical notes and treatment plans, with the AI scribe available to draft session notes.
- Client care and billing: The platform includes messaging and telehealth alongside invoicing, online payments and insurance billing.
- Integrations and API: Carepatron documents integrations with Zoom, Google and Microsoft calendars, and Stripe Express payments. The Advanced plan adds API access for custom integrations, syncing data and automating workflows.
- Security: Carepatron states that it provides SOC 2 certification, HIPAA and GDPR compliance, a BAA, and 256-bit encryption for patient records.
Pricing
Carepatron has a free plan and a 14-day free trial. The Free plan costs nothing and includes unlimited clients, 1GB of storage, 1M AI tokens, 1K tasks and 100 appointments. Its pricing comparison also lists 30 days of deleted-data retention.
Plus is listed at $15.50 a month, billed at $15.50 / mo. The pricing page also shows $31 and a 50% off for 6 months offer. Plus includes unlimited clients and practitioners, billed per user, unlimited data, AI tokens, tasks and storage, advanced workflows, and group telehealth.
Advanced is listed at $19.50 a month, billed at $19.50 / mo. The pricing 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, tasks and storage, roles and permissions, white labeling, premium support and API access. Carepatron’s stated paid starting price is $39/user/mo.
Some services carry additional charges: e-prescribing is $39/mo per user on Plus and Advanced; electronic claim filing starts from $0.25 per claim; manual insurance status checks cost $0.15 per check. Larger teams and multi-site practices can contact sales for help, while Advanced lists a 1:1 onboarding manager.
Platforms
Carepatron is available on Android, iOS, macOS and the web. Its Help Center also lists access through Chrome on desktop, iPhone/iOS and Safari on macOS. The API is included on Advanced for practices that need supported custom integrations, data syncing or workflow automation.
Who it's for
Carepatron is aimed at behavioral, medical, allied health and wellness practitioners who need administrative and clinical work in a shared system. Its stated audiences include therapists, physicians, dietitians and health coaches. The included workflows cover both appointment management and clinical documentation, while telehealth and billing tools address additional parts of client care and practice administration.
It may also suit practices that need to connect calendars, Zoom or Stripe Express, or that require API access for more tailored workflows. The Advanced plan is the one that lists API access, premium support and a 1:1 onboarding manager.
Pros and cons
- Pros: A free plan is available; the listed workflow spans scheduling, documentation, telehealth and billing; Carepatron says the AI scribe is included free; several calendar, video and payment integrations are documented.
- Cons: The Free plan is capped at 100 appointments and 1GB of data; API access is on Advanced; e-prescribing and insurance-related tasks can add per-user or per-transaction charges.
Alternatives
For adjacent options, see Colib, CliniForm, EdgeCase Equalizer, Zanda, ConsultStream, Valant, hoito and Sessions Health. Browse Therapy Scheduling Software, Medical Appointment Scheduling Software or Medical Practice Management for category-specific options.
Verdict
Carepatron brings scheduling, client communication, clinical notes, treatment planning, telehealth and billing into a single practice-management platform. Its free tier offers a way to start, though its appointment and storage limits are clear constraints. Practices weighing paid plans should account for per-user pricing and any additional charges for e-prescribing or insurance tasks, and note that API access is reserved for Advanced.
Getting started
- Visit the Carepatron website.
- Choose the Free plan or review the listed Plus and Advanced plans.
- Start the 14-day trial if you want to try a paid plan.
- Access Carepatron through Android, iOS, macOS or the web.
Limits worth knowing
The Free plan includes 100 appointments and 1GB of storage, plus 1M AI tokens and 1K tasks. E-prescribing is listed at $39/mo per user on Plus and Advanced; electronic claim filing starts from $0.25 per claim, and manual insurance status checks cost $0.15 per check.
Questions
Is Carepatron free?
Yes. Its Free plan costs nothing and includes unlimited clients, 1GB storage, 1M AI tokens, 1K tasks and 100 appointments.
How much do the paid plans cost?
The plan listings show Plus at $15.50 a month and Advanced at $19.50 a month.
Is there a free trial?
Yes, Carepatron lists a 14-day trial.
Which platforms can I use?
Carepatron lists Android, iOS, macOS and web access.
What integrations are documented?
Documented integrations include Zoom, Google and Microsoft calendars, and Stripe Express payments.
What does Advanced add?
Advanced lists roles and permissions, white labeling, premium support and API access. The API supports custom integrations, data syncing and workflow automation.
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