Phreesia vs Carepatron

SimplePractice

TherapyNotes, LLC

Klara

Zanda

Luma Health

Simple Interact

Compare Phreesia and Carepatron based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Klara is a comprehensive conversational patient engagement solution that helps businesses centralize communication channels, increase provider collaboration, and automate outreach workflows. The platform enables healthcare practices to focus on patient outcomes by streamlining various aspects of patient care.

Luma Health offers a patient success platform designed to help businesses unify and automate patient journeys for healthcare organizations. The platform provides a comprehensive suite of tools to streamline patient access, retention, referrals, scheduling, waitlist management, and feedback. It can be integrated with all major electronic health record (EHR) systems, enabling bidirectional data exchange and a seamless patient experience.

Simple Interact is a deeply-integrated, highly-customizable patient engagement platform designed for physician groups, health centers, and hospitals. The platform helps these healthcare facilities run more efficiently and profitably by reducing the burden on staff while also improving patient experience.

With tools for intake, scheduling, payments and more, Phreesia makes care easier for patients, healthcare providers and staff. 

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Automated Responses

Automated Scheduling

Availability Management

Billing & Invoicing

Booking Management

Broadcast Messaging

Calendar Management

Calendar Sync

Call Reminders

Campaign Management

Cancellation Management

Check-in/Check-out

Communication Management

Confirmations/Reminders

Contact Database

Credit Card Processing

Customizable Branding

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Electronic Payments

Electronic Signature

Email Management

Email Marketing

Email Reminders

Forms Management

HIPAA Compliant

Historical Reporting

Insurance Eligibility Verification

Medical Billing

Messaging

Mobile Access

Mobile Alerts

Multi-Language

Multi-Location

Multi-Physician

Multiple Appointment Types

On Call Scheduling

Online Booking

Online Intake Forms

Online Payments

Online Scheduling

Patient Education

Patient Engagement

Patient Intake

Patient Questionnaires

Patient Records Management

Patient Scheduling

Payment Collection

Payment Processing

Payment Reminders

Physician Management

Physician Scheduling

Pre-Appointment Screening

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Recurring Appointments

Registration Management

Reminders

Reporting & Statistics

Reporting/Analytics

Rescheduling

Revenue Management

Scheduling

SMS Messaging

SMS Reminders

Surveys & Feedback

Third-Party Integrations

Two-Way Communication

Wait List Management

Website Integration

Phreesia

Web-based

Planning prior to launch was good, the product itself is good. We are new so that is all I have for now.

Physician

I like the online booking system and customizable messaging. I like that all of my consent forms are online and allow for digital signing and integration into the chart.

Practice Administrator

The problem/case management is easy to utilize and the support team is highly responsive. My staff remain excited and engaged, and continue to love this product.

Clinical Operations Manager 

User friendly, nice staff very attentive to our practice, the eligibilty feture is one of the best ones we have used.

Clinic manager

The software has increased our collection of outstanding balances and co-pays for the date of service.

Superuser

Phreesia has been tremendous - it takes a large administrative load off of the front desk. The customer service is excellent, and definitely a great value.

Engineering

Used in offices with abusive compliance. There are  still many persons that are greatly inhibited by a computer or tablet.

Front Office Supervisor

We have had no push back from our parents on this feature and it has really improved our AR status. The self scheduling has been great as well.

Business Systems Coordinator 

Support is quick to respond and resolve concerns. The Phreesia team is undeniably helpful.

Phreesia also captures revenue swiftly and efficiently, and in one month we have seen a 6% increase in our Time of Service collections.

The ten minutes I have to sit there and train your stupid AI that I'm not a robot.

Office Manager

The clinical integration has reduced amount of time it requires to triage patients which is very helpful with keeping our providers on time.

SVP CRO

In summary, the tool is intuitive, with intelligent prompts that incorporating capture of pertinent demographic and insurance information - including clinical screens and necessary forms.

Billing Manager

Phreesia not only helped our practice save time for payment posters, but also for check in staff.

Business Integration Coordinator

Ease of use as well as access to ample support. Phreesia Support provides quick responses and is always available to troubleshoot any issues.

Admin Assistant

There were some bugs in the system and occasionally all tablets would stop working.

Hard getting the patients accustomed to using the check in board.

Director of Operations

Phreesia has many tools that saves my practice time, money and worry. Insurance eligibility, payment assurance and appointment all help our practice keep a full schedule and collect balances.

Phreesia screenshot: Phreesia makes care easier every day with tools for intake, access, payments and more. Patients use Phreesia on their own mobile device, a PhreesiaPadX, or an Arrivals kiosk to facilitate 150 million visits a year—that’s 1 in 10 visits across the U.S. 

Phreesia screenshot: Appointment Accelerator is an automated, text-based solution designed to fill open slots on your schedule in under 5 minutes—all without your staff needing to lift a finger or manage a time-consuming waitlist.  

Phreesia screenshot: Save staff five minutes per visit by letting patients check in for their visit anytime, anywhere on their own device. Ask the right questions at the right time by customizing intake for each visit based on appointment type, age, chief complaint and more. 

Phreesia screenshot: Get paid faster with automated insurance verification and online payment before, during and after the visit. Collect 3x more with flexible payment options, including automated charging, card on file and self-service payment plans.  

Phreesia screenshot: Collect feedback directly from patients and gain insights to improve your organization. Increase Google reviews by 50% by automatically prompting patients to share positive experiences and get real-time alerts to quickly remedy issues.  

Freelancers

Large Enterprises

Mid Size Business

Small Business

Web-based practice management & electronic health records (EHR) software for behavioral health with thousands of active users, and unlimited customer support.

SimplePractice is an all-in-one practice management solution that helps businesses simplify administrative tasks, such as scheduling, billing, and documentation, allowing health and wellness professionals to focus on providing excellent client care. The platform offers a robust set of features designed to help practitioners thrive.

Zanda is a practice management platform designed to help allied health professionals run clinic operations with calendar management tools, automated appointment reminders, treatment note templates, invoicing, online bookings, 2-way SMS chat, telehealth, secure AI-powered session transcription, and more.

All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

Alerts/Escalation

Assessment Management

Care Plan Management

Charting

Chat/Messaging

Claims Management

Client Management

Client Portal

Clinical Care

Coding Assistance

Compliance Management

Contact Management

Customer Database

Customizable Fields

Data Security

Decision Support

Document Management

Document Storage

Document Templates

Drag & Drop

EMR/EHR

Event Scheduling

Event/Activities Planning

Facility Scheduling

Faculty/Staff Management

For Chiropractors

For Healthcare

For Home Care Providers

For Long Term Care

For Medical Purposes

For Nursing Homes

For Occupational Therapists

For Physical Therapy

Home Health Care Management

Incident Management

Initial Assessments

Invoice Management

Live Chat

Meal/Nutrition Management

Medical History Records

Medication History

Monitoring

Multi-Provider Practice

Onboarding

Patient Communications

Patient Management

Patient Portal

Point of Care System

Practice Management

Progress Reports

Progress Tracking

Records Management

Rehabilitation Management

Remote Treatment Planning

Role-Based Permissions

Carepatron

Android

Linux

Windows

iPad

iPhone

Clinician Owner

The platform’s ease of use, robust functionality, and ability to grow alongside my practice make it a fantastic choice for any healthcare professional looking to simplify their operations.

Phreesia vs Carepatron Comparison (2026)

Phreesia vs Carepatron Comparison (2026)

Phreesia

Carepatron

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Video & Screenshots

Pricing

User reviews

Key features

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