Carepatron Review 2025: Is It Right For Your Practice?

Looking for a therapy EHR that won’t break the bank? Carepatron offers a surprising amount of functionality for a system that costs only $0-$29+ monthly. I took the platform for a test drive to see whether it’s a good fit for most mental health practices. Here’s what works, what still needs work, and what you should know before jumping in.

Detailed Review of Carepatron

To give you the clearest picture of Carepatron, I worked hands-on with its core features, from setting up client profiles to testing telehealth, documentation, billing, and practice management tools. It’s a strong contender for many practices, especially considering its particularly low $0-$29 monthly price tag.

Client Management

Carepatron made a strong first impression when it comes to managing a caseload. The platform is clean and easy to navigate, with a client list view that supports easy sorting, filtering, and showing/hiding specific columns. You can assign clients to specific teams, change their status right from the list, and even import large client lists using a pre-formatted CSV.

The import tool worked smoothly when I tried it and it supports direct migration from certain systems like SimplePractice, TherapyNotes, and Jane. The import was accurate to what I had listed in the spreadsheet, and only took a couple of minutes to upload everything.

Once you’re inside a client chart, the layout is refreshingly intuitive. It starts with an overview showing upcoming appointments and outstanding balances, then breaks into tabs for documentation, demographics, relationships, billing, insurance, and more. The demographics tab is customizable; you can rearrange fields or add entirely new sections to suit your workflow. It’s clear the designers spent a good bit of time considering what a practitioner actually needs to see first in a chart.

Carepatron includes a “Relationships” tab where you can specify family members, caregivers, emergency contacts, or other professionals involved in the client’s care. You can control access rights and portal permissions per relationship, which is a great touch for collaborative or family-based care models. From any tab, the “More Actions” button gives you quick access to common tasks like uploading files, sending intake forms, creating invoices, or writing a note without needing to backtrack.

Little quality-of-life details—like being able to quickly launch a progress note from anywhere in the chart—help keep the workflow smooth. If you need to message a client, the built-in inbox system lets you do it right from their profile. Overall, Carepatron feels like it was built with day-to-day usability in mind and seems like it would support many different sizes and styles of practices easily. For that reason, it earns a full 5 out of 5 stars in the Client Management category.

Client Forms & Intake

Carepatron’s form and template system is one of the strongest I’ve seen, especially for a platform with a free plan. Right out of the gate, you get access to dozens of built-in templates, plus thousands more shared by other users in the Carepatron community. These include everything from SOAP notes and treatment plans to assessments, worksheets, diagrams, and client handouts, all organized by category and filterable by practice type or format.

Out of all of the mental health EHRs I’ve used, Carepatron, by far, offers the largest number of prebuilt templates.

Creating your own templates is straightforward thanks to the intuitive drag-and-drop builder. You can customize your forms from scratch or use existing templates as a starting point. Templates are easy to organize into folders, and everything runs through a single system—no bouncing between different builders for notes, handouts, or intakes. It’s one of the smoother template-building experiences I’ve seen.

If you’re using Carepatron’s AI Scribe tool to transcribe your sessions, you can also set up automatic “Smart Prompts” in templates. This allows you to have various parts of your template filled out, or other tasks triggered, based on the content of the transcription. It’s pretty powerful and has the potential to save a lot of time, if you spend a bit of time with it upfront.

Overall, Carepatron makes it easy to deliver a personalized, efficient intake experience and supports nearly every type of document or workflow you might need. It earns a full 5 out of 5 stars in the Client Forms & Intake category.

Calendar & Scheduling

Carepatron’s calendar system is simple, intuitive, and low-friction. You get a familiar drag-and-drop interface with daily, weekly, and agenda views; nothing flashy, but everything works the way you’d expect. Setting up appointments is quick, and you can customize session types, durations, reminders, and availability with ease.

The calendar is tightly integrated with the rest of the platform. You can launch telehealth sessions directly from an appointment, tie appointments to billing or documentation workflows, and quickly access client records or notes without switching tabs.

Clients can request appointments through the portal, and availability syncing is included even at lower pricing tiers.

It’s easy to use, dependable, and well-integrated—earning Carepatron 5 out of 5 stars in the Calendar & Scheduling category.

Treatment Planning & Notes

Carepatron strikes a good balance between structured documentation and flexible workflow. You can choose from dozens of built-in note templates: everything from SOAP and DAP to more narrative-focused styles—or you can create your own using the same intuitive drag-and-drop system used for intake forms. You’re not locked into one format, and you can tweak templates as you go without disrupting your flow.

As I mentioned earlier, I was very impressed with the huge library of templates available, and the same is true for clinical docs. Practitioners have shared hundreds of different options that you can import and use for free.

Where Carepatron really differentiates itself is in how it integrates AI throughout the documentation process. Their AI Charting Assistant allows you to transcribe telehealth sessions or dictate progress notes directly, then uses that transcript to generate a full note. You can also use AI Smart Prompts within notes and treatment plans to summarize content, generate client goals, or even draft referral letters based on what’s already written. Since I’m not always the biggest fan of having AI scribes listen in on sessions, I appreciated the ability to simply dictate a summary to the tool directly.

In testing, the charting assistant was fast, accurate, and impressively easy to use. Even basic notes can benefit from automation via saved templates and reusable fields. The huge number of integrations you can add to templates makes the AI scribe very versatile. Carepatron states that its AI features remain HIPAA, GDPR, and PIPEDA compliant and that it ensures no transcript data is ever used for AI model training. Carepatron does not publicly state what tech or specific LLM their AI tools are based on, or the precise details of how data is handled.

For providers who like to work efficiently without sacrificing quality, Carepatron’s note-taking and planning tools deliver. We rated it 4 out of 5 stars in this category, with most of the deduction coming from a few small unknowns around AI use and data handling.

Telehealth

Carepatron’s built-in telehealth platform feels modern, polished, and easy to use. Launching a video session is as simple as clicking an appointment on your calendar, and once you’re in, the layout is clean and intuitive. The system is very reminiscent of Google Meet in both design and functionality. You get everything you’d expect: screen sharing, in-session chat, background blur, virtual backgrounds, emoji reactions, and stable video performance.

The optional AI scribe is built right into the telehealth platform. During setup, you can customize the scribe’s level of detail, as well as how it refers to each participant (by name, role, etc.). You can enable the scribe at any point during the session, and it will generate a full transcript and structured progress note using the information from the call. It’s fast, surprisingly accurate, and a huge time-saver—especially for solo providers trying to keep up with notes. If you prefer, you can dictate a session summary to the AI scribe rather than having it listen in during the session.

Clients don’t need to install anything or jump through hoops to join a session, and the experience on their end is just as seamless. Group video calls are also supported on the higher-tier plans, making Carepatron a solid option for practices running group therapy or workshops.

Carepatron earns a strong 4.5 out of 5 stars in this category. It’s a sleek, easy-to-use telehealth system with thoughtful features—and the built-in AI charting assistant makes it one of the more advanced setups in this price range.

Insurance Billing

As of July, 2025, Carepatron has launched insurance billing features on all paid plans.

You can generate claims, create and send superbills, and enter client insurance information with relative ease. Everything is housed within the client’s billing tab, where you can track balances, claims, invoices, and payments. Setting up insurance details for a client is straightforward, and the interface is clean and easy to navigate.

While Carepatron allows you to generate, validate, and submit claims directly from within the platform. Integrated ERAs and real-time insurance verification make bookkeeping smoother and faster.

We rated Carepatron 3 out of 5 stars in this category.

Client Payment Methods, Collection, & Processing

Carepatron makes it remarkably easy to accept payments, even on the free plan. You can process one-time payments, recurring charges, or full invoices using built-in tools that integrate directly with Stripe. There doesn’t appear to be support for other payment processors at this time, but Stripe’s reliability and broad feature set make it a solid default for most practices.

Clients can pay securely through the portal, and payments can be tied to specific appointments, programs, or services. Creating invoices and tracking balances is straightforward from both the provider and client sides, and you can easily generate superbills or set up automated receipts. The visual layout of the billing dashboard makes it simple to stay on top of outstanding balances and payment history.

Carepatron also includes automation options tied to payment workflows, such as sending payment reminders or triggering follow-ups when a balance remains unpaid. While more advanced billing configurations, such as complex insurance splits, or multi-payer setups, may be better suited to higher-end platforms; Carepatron covers the majority of self-pay needs with minimal friction.

Given the flexibility, ease of use, and solid Stripe integration, we gave Carepatron 4 out of 5 stars in this category.

Practice Management & Reports

Carepatron handles day-to-day practice operations well, offering a clean and centralized interface for managing clients, appointments, documentation, and billing. It’s particularly strong for solo providers or small teams thanks to built-in tools like team permissions, customizable client fields, shared inboxes (via Gmail or Microsoft integrations), and easy appointment workflows. You can also manage your intake pipeline, document library, forms, programs, and payments without jumping between tabs or systems.

What Carepatron lacks, however, is a robust reporting suite. Unlike some competitors, it doesn’t offer pre-built financial, clinical, or operational reports that can be generated with a click. You can still track individual client data, view balances and invoices in the billing tab, and filter claim statuses, but for full-practice insights or long-term analytics, you’ll likely need to export data manually or use third-party integrations (like Google Analytics or Zapier) to bridge the gap.

On the customization front, there’s decent flexibility: you can change your logo and colors, update PDF templates and headers, and adjust interface preferences. The client portal is clean, easy to use, and includes a helpful “view as client” feature, which makes it easier to preview and adjust your client-facing setup without guessing.

Ultimately, Carepatron nails the day-to-day logistics but leaves power users wanting more in terms of big-picture reporting. We gave it 3 out of 5 stars in this category.

Customer Service & Training

Carepatron doesn’t take a high-touch, white-glove approach to support, but it’s hard to knock them for it at this price point. Most of the help you’ll need can be found in their searchable Help Center, which is well-organized and filled with walkthroughs and short articles on everything from setting up AI charting to customizing your client portal. Most guides are easy to follow, and new users will likely be able to get their practice up and running without much external help. I didn’t run into issues that I couldn’t solve with a quick visit to the help center.

If you do run into issues, live support is included, even on the free plan, which is a nice touch. That said, support volume and responsiveness may vary depending on your plan. Higher tiers advertise priority support, while free users may experience longer turnaround times. There’s no phone support or live chat built into the interface, but email-based support appears to be the standard and is generally well-reviewed in the public feedback we found.

Overall, Carepatron’s support model is efficient and self-service-oriented. It won’t hold your hand every step of the way, but the documentation is strong and the platform is intuitive enough that you may never need much help at all. We rated it 4 out of 5 stars in this category.

Cost & Pricing

Carepatron offers one of the most generous pricing models we’ve seen in the EHR space, starting with a feature-rich free plan and scaling up to just $29 monthly per user at the high end. Unlike many competitors, all plans include core features like client management, calendar and scheduling, telehealth, and a full client portal.

You can pay monthly or annually, with discounts applied if you commit to a full year. There’s also no credit card required to get started, making it easy to test the system before committing. Keep in mind that all the monthly prices are per-user.

Free Plan – $0 monthly

Best for: solo providers or new practices testing the waters.

• Unlimited clients
• One-on-one telehealth
• 1GB storage
• Client portal
• Automated billing & online payments
• Live support

Essential Plan – $19 monthly | $168 annually

Best for: solo or part-time providers who need basic automations and scheduling flexibility.

• All Free features
• Automatic reminders
• Two-way calendar sync
• Video waiting room & chat
• 5GB storage
• Template import
• Priority support

Plus Plan – $24 monthly | $229 annually

Best for: providers running group sessions or those heavily using AI tools and automation.

• All Essential features
• Unlimited AI usage
• Unlimited storage & tasks
• Group scheduling
• Group video calls
• Shared inboxes
• Custom branding

Advanced Plan – $29 monthly | $288 annually

Best for: multi-provider teams or clinics needing tight admin controls, analytics, or branding.

• All Plus features
• Roles & permissions
• 90-day deleted data retention
• White labeling
• Google Analytics integration
• Account manager
• Data import support

Other Fees

Here are the other fees associated with Carepatron:

• 2.9% + $0.60 per credit card transaction
• 1.9% + $0.60 for ACH transfers
• $0.25 per electronic insurance claim
• $0.10 per manual insurance verification

User Reviews

Carepatron currently holds a 4.5 out of 5 star rating on Capterra, based on over 500 verified user reviews. While that’s a solid score, it’s worth noting that user sentiment is somewhat mixed depending on plan tier and storage usage. Most reviews are positive, especially from solo providers and new practices, but there are also some repeated concerns, particularly around storage limits, unclear upgrade transitions, and minor calendar annoyances.

History & News

Year Founded: 2019
Founders: Jamie Frew (CEO) and David Pene (CTO)
Headquarters: Tauranga, New Zealand

Carepatron was founded in 2019 by Jamie Frew (CEO) and David Pene (CTO) in Tauranga, New Zealand. The platform officially launched in 2021, with a full release following in early 2022. From the beginning, the goal was to build a lightweight, accessible, and globally focused practice management solution that could work for a wide range of healthcare professionals, not just those in private mental health practice.

The company has gained serious momentum in a short time. Backed by over $5 million in funding from investors like Blackbird Ventures and TQ Ventures, Carepatron has grown to serve more than 10,000 healthcare teams across 50+ countries. Their rapid expansion has been fueled by a steady stream of feature updates, including a complete 2.0 platform relaunch, the rollout of advanced AI transcription tools, and support for multiple languages.⁴

With its freemium model, AI integration, and accessible design, Carepatron has positioned itself as a compelling disruptor in the practice management space, particularly for solo providers and growing practices that need flexible, affordable tools.

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