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 0.00 USD per free 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 USD per 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 USD per 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.

	Carepatron	Practice Perfect EMR
Free plan	Yes	No
Free trial	Yes	No
Paid from	$15.50/mo	$47.50/mo
Open source	No	No
Platforms	Android, api, iOS, macOS, Web	Web, Windows
Free plan	Yes	No
Paid from	31 /user/mo	10 /user/mo
Integrated telehealth	Yes	—

Carepatron vs Practice Perfect EMR

Carepatron

Practice Perfect EMR