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Therasoft Online vs Carepatron Comparison (2026)

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Therasoft Online logo

Therasoft Online

Carepatron logo

Carepatron

Overview

Practice management platform for psychologists, therapists and mental health professionals that provides tools for marketing, management and billing

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

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

69

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

23

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

311

5

4

3

2

1

169

99

28

10

5

  • Value for money
  • Ease of use
  • Features
  • Customer support
72%
would recommend this app

4.4

860

5

4

3

2

1

487

280

73

10

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

Pros

“I would not treat my clients this way, and I do not wish to partake in a company that portrays itself this way to its own clients. When I joined, Therasoft was smaller, seemed more dedicated to customers (tickets were responded to directly and in a timely fashion), and seemed genuinely interested in providing a service to clinicians that would be responsive to shifting needs (for example, I advocated for changing pronoun and preferred name options within the software and it was changed).”
JJ

Jennifer J.

Founder and Professional Counselor

“The subscription price was raised by over 263% with less than a month's notice.”
JJ

Jennifer J.

Founder and Professional Counselor

“I thought five years ago their customer support was small and responsive.”
JJ

Jennifer J.

Founder and Professional Counselor

Pros

“We rely heavily on our ability to alert our clinicians when clients have provided high-risk responses to an assessment or questionnaire, and need full access to all client data to properly facilitate program evaluation and outcomes reporting. ”
NB

Nicole B.

Senior Director of Operations

“the Ux/Ui of generating the invoice auto texts and view of the financial dashboard could be improved in details, like being able to switch between monthly incomes rather than having only generic monthly totals showing.”
lt

leopold t.

therapist

“Show us an audit of when you send reminders to our clients, allow them to control their reminders, and let them see their open invoices on a tab.”
AE

Alison E.

Executive Director

Cons

“It seemed like there was issue after issue with no communication.”
CC

Christine C.

Billing Manager

“Lack of communication, hard drive issues and vague follow through with empty excuses.”
MW

Mary W.

Admin

“No accommodations made for their issues other than we the consumer needs to remedy their errors.”
MW

Mary W.

Admin

Cons

“For example, goals do not automatically carry over into SOAP notes, which means I have to re-enter or manually reference them each session. When creating intake forms, if I input the child’s name, the signature section defaults to the child rather than the parent, which can be confusing and requires extra steps to correct.”
RC

Ruby C.

Occupational Therapist Owner

“there is no capacity to change the default setting of appointments to "unconfirmed" (because of the nature of the centre and our way of booking) which means it has to be done manually every day and that's a hassle.”
JC

Jo C.

Practice Manager

“I wish it had more customization in the workflows (reminder if client hasn't had a session in a certain amount of time) and it's missing some things I see as essential, like proper waiting rooms.”
RF

Rae F.

Founder and Practitioner

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features48
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Automated Scheduling
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Care Plan Management
  • Case Notes
  • Charting
  • Chat/Messaging
  • Claims Management
  • Client Management
  • Client Portal
  • Clinical Notes
  • Coding Assistance
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Decision Support
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • E-Prescribing
  • EMR/EHR
  • Electronic Payments
  • Electronic Signature
  • Email Reminders
  • Employee Management
  • Event Scheduling
  • Facility Scheduling
  • Faculty/Staff Management
  • For Healthcare
  • For Medical Purposes
  • For Mental/Behavioral Health
  • For Occupational Therapists
  • Forms Management
  • HIPAA Compliant
  • Initial Assessments
  • Insurance Eligibility Verification
  • Invoice Management
  • Live Chat
  • Medical Billing
  • Medical History Records
  • Medication History
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Location
  • Multi-Provider Practice
  • Notes Management
  • Onboarding
  • Online Booking
  • Online Payments
  • Patient Communications
  • Patient Engagement
  • Patient Intake
  • Patient Management
  • Patient Portal
  • Patient Questionnaires
  • Patient Records Management
  • Patient Scheduling
  • Payment Processing
  • Physician Management
  • Physician Scheduling
  • Practice Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Real-Time Reporting
  • Records Management
  • Recurring Appointments
  • Reminders
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • Rescheduling
  • Role-Based Permissions
  • SMS Messaging
  • SMS Reminders
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Staff Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Telemedicine
  • Teletherapy
  • Template Management
  • Therapy Notes
  • Third-Party Integrations
  • Treatment Planning
  • User Management
  • Video Conferencing
  • Workflow Management
  • Total features102
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Automated Scheduling
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Care Plan Management
  • Case Notes
  • Charting
  • Chat/Messaging
  • Claims Management
  • Client Management
  • Client Portal
  • Clinical Notes
  • Coding Assistance
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Decision Support
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • E-Prescribing
  • EMR/EHR
  • Electronic Payments
  • Electronic Signature
  • Email Reminders
  • Employee Management
  • Event Scheduling
  • Facility Scheduling
  • Faculty/Staff Management
  • For Healthcare
  • For Medical Purposes
  • For Mental/Behavioral Health
  • For Occupational Therapists
  • Forms Management
  • HIPAA Compliant
  • Initial Assessments
  • Insurance Eligibility Verification
  • Invoice Management
  • Live Chat
  • Medical Billing
  • Medical History Records
  • Medication History
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Location
  • Multi-Provider Practice
  • Notes Management
  • Onboarding
  • Online Booking
  • Online Payments
  • Patient Communications
  • Patient Engagement
  • Patient Intake
  • Patient Management
  • Patient Portal
  • Patient Questionnaires
  • Patient Records Management
  • Patient Scheduling
  • Payment Processing
  • Physician Management
  • Physician Scheduling
  • Practice Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Real-Time Reporting
  • Records Management
  • Recurring Appointments
  • Reminders
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • Rescheduling
  • Role-Based Permissions
  • SMS Messaging
  • SMS Reminders
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Staff Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Telemedicine
  • Teletherapy
  • Template Management
  • Therapy Notes
  • Third-Party Integrations
  • Treatment Planning
  • User Management
  • Video Conferencing
  • Workflow Management

Integrations

  • Total integrations6
  • DoseSpot
  • Doxy.me
  • FreshBooks
  • Google Calendar
  • LinkedIn for Business
  • Meta for Business
  • Microsoft Outlook
  • QuickBooks Online
  • Sage Accounting
  • Stripe Payments
  • Twitter/X
  • VidyoConnect
  • Wave
  • WordPress
  • Xero
  • Zoom Phone
  • Zoom Workplace
  • Total integrations11
  • DoseSpot
  • Doxy.me
  • FreshBooks
  • Google Calendar
  • LinkedIn for Business
  • Meta for Business
  • Microsoft Outlook
  • QuickBooks Online
  • Sage Accounting
  • Stripe Payments
  • Twitter/X
  • VidyoConnect
  • Wave
  • WordPress
  • Xero
  • Zoom Phone
  • Zoom Workplace