Carepatron Reviews

The top feature is the customer support - phenomenal response time, and care is taken to provide custom answers. The level of HIPAA compliance is excellent and allows me to feel secure in note-taking. I appreciate the modifiable fields and the ease of use. It is an entire EHR that continues to improve and upgrade.

There is nothing that I don't like about the software. There are features that I would like to use that are being developed. Once implemented my ability to streamline my practice and communicate directly and effectively with my patients will be at 100%

I like the customization of this product where I can set up services and then task those services to go to a certain member on my team. Therapy goes to one person and coaching clients to another. That way it is one less step towards directing clients on the back end.

Being a new company with a new CRM they are lacking in some areas. At the time of writing this document creation is lacking, and billing isn't fully automated. For me those are the two big ones but the good news is I have talked with one of the higher ups at CarePatron (believe it or not they actually help with answering the consumer questions!) and these are being worked on and will be released within a couple months.

Thanks Scott, I appreciate your time and feedback! It's great to have you as part of our community and help us to build something special ����

- Free for basic services with the option to upgrade for larger businesses- Appointment reminders- Integrated Telehealth function- Easy to navigate via phone/ tables, simple design, intuitive navigation- Ability to send and for the client to sign service agreements etc online (as long as it does not require the client to enter information)

- So far, no option for clients to book appointments online based on availability- No ability to adjust calendar view besides daily/weekly/monthly view. The app would benefit from:--> Show 15 minutes time slots to allow more accurate selection of appointment time without having to manually change it when creating the appointment--> Display of availability (e.g. colour coded) for better overview when scheduling as a practitioner- No ability to have clients fill out documents in the app (e.g. pre-appointment).

Carepatron is very easy to set up, add clients, schedule appointments, and create a variety of notes that attach to the appointment. Searching for clients is easy, it's intuitive to create notes, and uploading a large spreadsheet of clients was easily done.

We utilize Carepatron in a way that perhaps is not the norm, so take that into consideration when reading my cons. We use this for the counseling center at a school in order to keep mental health records separate from education records. I wish the following features were available...1) Allow us to set time blocks for appointments that clients can schedule. Some need a 15 minute check in, some need...

Read more

Thanks Kirsten, we enjoy supporting your team and students! We have several updates expected over the next few months to help address your feedback ����

I love the scheduling and free reminders for clients. I think the billing is really easy to manage, as well.

I struggle with the templates. There seem to be ones in there, but they're hard to adapt to my own practice.

Thanks Kristin, We appreciate your time and kind words ���� We expect to release a major upgrade to our templates and notes soon which I think you will really like!

Logical and easy to use software. Having a full featured mobile app also means we clean leave the office and still keep on top of everything from our phones.

No major issues. Carepatron strikes a reasonable balance that makes it easy to use while still giving good control over features.

This software makes it easy for . very cost effectiveall care providers to easily access and communicate with each other as well as with patients

Android users aren't able to use the platform or software yet

I love the subscription price and options--you get up to 1 GB of storage free! I also love Carepatron's integration with google calendar and zoom, and the ease of billing.

There are a few things I do not like about Carepatron. 1) It doesn't allow the same contact info for multiple clients, which is frustrating when I work with siblings! BUT, it requires that email and phone numbers are on file. To get around this, I have sometimes had to use my own phone/email info. This is obnoxious though, because then the automated appointment reminders get sent to me instead of the...

Read more

It brought together under one roof many manual tasks that as the private practice grew began to take more and more time. I would store digital client notes in a software package that resided on one computer so would make notes, during the day then at the end type these notes into the software. Carepatron however I can write notes as I go, make another appointment and invoice the client at the end of each session with the client. It really has made a massive difference in working with client as well as growing my practice

Rather than dislike, more of a wish list would be the ability to colour code appointment times for a variety of personal reasons, and ability to add and edit already created documents that could be added to the templates section and lastly ability to reconcile client payments within the system when being payed via internet banking

Thanks Criag, We appreciate your fantastic review! We thoroughly enjoy supporting you and your clients ����

I wanted a CRM system that could do what my previous system did, but without the high cost. The team at Carepatron made me feel like I was their only customer, and took the time to find out what I needed to transition over to Carepatron. I was concerned about how to get years worth of data from one CRM system to another, and the team helped me manage this seamlessly.

Because of the nature of my work (psychologist) I would like to be able to separate "client notes" from "admin documents". Currently everything can be viewed and one can use tags to help identify what a note contains, but it would be helpful if I could choose to only see admin related notes or client related notes

Has all you need to start and run a simple practice in one place while compliant to privacy standards/laws. This includes: digitally signed consent forms, client portal, in built telehealth video calling, appointment calendar, invoicing and payments system, client records, customisable templates, invoice/appointment reminders... It sounds like a lot but it's actually pretty much one click or automatic....

Read more

There are already templates of psychometrics that I can quickly fill in and save, but as of now I am not yet able to send forms for clients to complete in the client portal. I am told this feature is being worked on and to come soon. The inbuilt document editor can be a tiny bit slow at times - for a computer nerd like me I have found that I prefer to do my more comprehensive notes on a normal word document program (especially since I like the form fields on more advanced editors and had made my own templates on Word before discovering Carepatron) and copy paste across and then adjust some of the paragraph spacing.

Thanks Jennifer, we appreciate your review and feedback : )

Its simplicity. Calendar integration with Microsoft. Ease of use. Mobile access.

None. It's been very friendly to use and customer service has always been great.

Thanks Rachel, appreciate your wonderful feedback! We enjoy supporting you and your team : )

If I can use the platform the way it is intended, it has a calendar, my client list, great place for billing/invoicing, sending notes to my clients, creating my own forms. It has everything other programs do not have. Using this program, I do not need to have a zillion windows open incorporating information into other programs. I am really satisfied with what I can do at Carepatron. With regard to the video session, they are perfect. Customer service is outstanding.

Carepatron needs a well written guide where I can go look up what I need. Like a help aid guide. Also, the guide needs to include step by step how to set stuff up for newbies.Q&A would be niceI have to admit I feel very frustrated when there is a problem. Lets say (this happened today) my patient says their password is not working? Hmm what would be the answer to that , pull up my guide oh could be this or that or a zillion things. I can walk my patient through it. I don't want my patients to feel frustrated that they are having a problem and now I can't help them. I don't know enough about what their experience is when they log in , what their page looks like etc.

Thanks Louise; we thoroughly enjoy having you part of our practitioner community and your feedback and ideas on how to make carepatron better ����

The Carepatron Software is easy to use and understand. I think all the features are great (much better than my previous EHR software). Carepatron also makes running my practice more efficiently especially where the invoicing is concerned, no need for seperate software. Another feature I find very useful are the various templates to use, I think I've renewed most of my forms with the templates. Overall its an awesome product.

My one issue using Carepatron to start a new call, the "hosting region" seems to be set on "Australia", I've checked to see if I could select my country -South Africa but its not listed neither is "Africa" listed.

Carepatron is an easy to use all-in-one patient management system that has made my private practice easy and less stressful. I love that I can schedule appointment, set automatic appointment reminders, have my clinical notes, and invoice all in one software.

There are some features that I would like to see to make Carepatron even more awesome - 1) online scheduling for clients (I know they are working on this), 2) An all in one system where I can see upcoming appointments for a particular client, 3) Two factor authentication to make the platform more secure

With Carepatron, you can have peace knowing that all your admin and accounting stay up to date and that everything you need on a daily basis to successfully maintain your business.

There is absolutely nothing I don't like about this software. I would like to get a payment option also available to my country.

Thanks Frederik, appreciate your great review! We are thrilled to be supporting you and your team : )

I have been with Carepatron since the early days. I like that the team are always responsive and are based locally. The platform is easy to use and lets you as the therapist write your notes, with-out cumbersome steps.

Appointment scheduling would be great through Carepatron. Currently I use Calendly. What i like about Calendly is that clients don't have to make a account. We have to think about accessibility and reducing barriers to help seeking. If there are too many steps, clients disengage... clients also don't like having to create accounts as they then think they will be spammed. While i like the ability to send out enrolment info and sign T's and C's electronically. I don't like the fact that it makes the client create a Carepatron account. While some clients might want to create a account...some will not. Again it's about reducing barriers to seeking help.

Thanks George; we appreciate you and all your support as we build and improve carepatron ���� PS our new online scheduling tool is due to be released this week ����

I love that it is an all one platform, where I can keep notes, book appointments, create invoices, and upload important patient information. So easy to use and navigate and the help desk is amazing. If you dont get an answer straight away you are told how long it will be and the response is friendly and super helpful.

I am looking forward to the new features being rolled out hopefully this year, it would be great to add in my own message as part of the appointment reminder, but also hopefully the chance to have user friendly forms that could be sent via the software for patients to fill out and upload.

Thanks Claudia for your kind feedback! We appreciate your input and helping to make the carepatron better everyday

I like the one stop shop approach where I can do all my tasks in one app. And the app is reliable and very user-friendly.

It can be difficult to type notes whilst using the video. Also the video doesn't allow screen sharing, like zoom.

Hey Clare, We appreciate your feedback and all of your input over the last 12 months. PS: We are working on a updated notes tool now which you will be able to use while on video ����

It's very friendly. It helps me to access my schedule from anywhere and remind my clients about their appointments.

If you add another physician, you can't hide your schedule and clients from that person.

I like most about this software is how easy it is to manage. I was able to navigate and explore very easily with understanding very quickly. I enjoy all the access from storing documents, billing directly from the software, the tracking of the billing/receipts, scheduling, being able to upload documents and storage for progress reports.

I like least about this software is the limited access the administrate gets. For example, my admin is unable to create new services or update price changes. It would be more helpful to be able to have my admin have access to more things.

Thanks Summer for this great review and your feedback ⭐️

*Ease of use*Client accessability*Hippa Compliance*Scheduling ease*Billing ability*Gloabal Template Use*good customer Service.

Trial and error of using the app, Initially clients were unable to manage their appointments, since Rectifiedno buffer between appointmentshaving to continually reset the currency used when app is updated (being worked on)

The electronic files, scheduling and client reminders.

Not able to upload my intake forms or assessments.

It is incredibly easy to use! You can create all of your own documents or copy from others. The billing is easy to set up. I use Stripe and have had zero issues. I currently only collect cash though.

I wish there was a way to drop the patient’s name into notes and the date of service. Everything you put in is quite manual. I also wish that there was a patient portal where they could securely message you and you could message them.

Thanks Missy. We appreciate your time and feedback! We are expecting to release an update to the note tool soon to make it easier to capture your client names and date of service ����

A cost-effective, relatively easy to use product. My clients love the reminders and it has worked well for my small business.

Could include (australian) medicare on-click rebate services for clients/ to bulk bill (payment directly to service provider). Could include ability to integrate with google meet. Needs to be able to share items during session on-screen when in a telehealth appointment, and for there to be a "whiteboard" type service. Would be helpful to send out psychometrics to client to fill in before sessions (DASS, etc).