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Carepatron
What it is
Carepatron is practice management and EHR software for clinicians, with tools for administrative and clinical workflows. Its listed functions include scheduling, online booking, reminders, client messaging, telehealth, clinical notes, treatment plans, invoicing, payments, and insurance billing. The AI scribe drafts session notes and is included free. Carepatron says it serves behavioral, medical, allied health, and wellness practitioners, including therapists, physicians, dietitians, and health coaches. Users can access it through Android, iOS, macOS, and the web. Documented integrations include Zoom, Google and Microsoft calendars, and Stripe Express payments. API access is included on the Advanced plan for custom integrations, data syncing, and workflow automation. The Free plan includes 100 appointments and 1GB of storage, alongside unlimited clients, 1M AI tokens, and 1K tasks. Paid plans start at $39/user/mo, and a 14-day trial is listed. The pricing comparison also lists e-prescribing at $39/mo per user on Plus and Advanced, electronic claim filing from $0.25 per claim, and manual insurance status checks at $0.15 per check.
For and against
For
- Includes scheduling, telehealth, notes, and billing tools.
- AI scribe drafts session notes and is included free.
- Free plan includes 100 appointments and 1GB of storage.
- Advanced includes API access.
Against
- Free plan limits appointments to 100.
- E-prescribing is listed at $39/mo per user on Plus and Advanced.
- Electronic claim filing starts at $0.25 per claim.
The verdict
Carepatron brings practice administration and clinical workflows into one platform, with an AI scribe and a free tier. Review the free-tier limits and additional charges for selected billing services when comparing plans.
Who it suits
Carepatron suits behavioral, medical, allied health, and wellness practitioners managing clinical and back-office work. Practices needing API access can consider the Advanced plan.
Plans and prices
Free
Unlimited clients · 1GB storage · 1M AI tokens · 1K tasks
Read 19 Oct 2026 · carepatron.com
Plus
Unlimited storage · advanced workflows · group telehealth · group scheduling and notes
Read 19 Oct 2026 · carepatron.com
Advanced
Roles and permissions · white labeling · Google Analytics integration · 90-day deleted-data retention
Read 19 Oct 2026 · carepatron.com
Large team or custom needs
Custom setup · multi-site support · workflow and onboarding support
Read 19 Oct 2026 · carepatron.com
On the record
- Additional charges
- The pricing comparison lists e-prescribing at $39/mo per user on Plus and Advanced, electronic claim filing starting from $0.25 per claim, and manual insurance status checks at $0.15 per check.carepatron.com · read 30 Sep 2026
- AI notes
- Carepatron says its AI scribe drafts session notes and is included free.carepatron.com · read 30 Sep 2026
- AI scribe
- Its AI scribe drafts clinical notes from telehealth sessions or dictated material.play.google.com · read 19 Oct 2026
- API
- Carepatron says API access is included on the Advanced plan and supports custom integrations, syncing data, and workflow automation.carepatron.com · read 30 Sep 2026
- API documentation
- The API documentation provides endpoint, parameter and schema references plus raw OpenAPI YAML or JSON specifications.help.carepatron.com · read 19 Oct 2026
- API limits
- API responses expose rate-limit headers, and the API is rate limited for fair use.help.carepatron.com · read 19 Oct 2026
- Billing
- Billing tools support invoices, online payments, superbills and electronic insurance claims.carepatron.com · read 19 Oct 2026
- Client portal
- Clients can use a portal for booking, records access and secure messaging.play.google.com · read 19 Oct 2026
- Company founding
- G2 lists Carepatron's founding year as 2018.g2.com · read 19 Oct 2026
- Company funding
- Crunchbase identifies Carepatron as privately held and lists grant funding rounds including Callaghan Innovation, but does not expose total funding amounts.crunchbase.com · read 19 Oct 2026
- Company headquarters and size
- LinkedIn lists New York, New York headquarters and a 51–200 employee company size.linkedin.com · read 19 Oct 2026
- Company legal name
- Crunchbase lists the legal name as Carepatron Ltd, while Google Play identifies the developer as Care Patron Ltd.crunchbase.com · read 19 Oct 2026
- Documentation
- Clinical notes, treatment plans and customizable templates are included.carepatron.com · read 19 Oct 2026
- Documentation and support
- The Help Center contains articles for scheduling, billing, documentation, AI, health records, communications, compliance, telehealth, integrations and insurance billing.help.carepatron.com · read 19 Oct 2026
- Free-tier limits
- The pricing comparison lists 100 appointments and 1GB of data on Free, and shows 30 days of deleted-data retention.carepatron.com · read 30 Sep 2026
- Integrations
- The product advertises Google Calendar and Outlook synchronization, Stripe payments and Google Analytics on Advanced.play.google.com · read 19 Oct 2026
- Intended users
- Carepatron says it serves behavioral, medical, allied health, and wellness practitioners, including therapists, physicians, dietitians, and health coaches.carepatron.com · read 30 Sep 2026
- License and hosting
- The reviewed official pages describe a hosted service and do not identify an open-source license or self-hosting package.carepatron.com · read 19 Oct 2026
The review
Overview
Carepatron combines practice administration and clinical documentation for practitioners who want appointments, client care and billing in one workflow. Its broad health-practice scope and free AI scribe are compelling; the free plan’s 100-appointment and 1GB caps make it better for a small start than an established, high-volume practice.
Key features
- Appointment management: Scheduling, online booking, reminders, recurring appointments and digital intake forms cover much of the path from booking to visit. That breadth suits practices coordinating ongoing care, though the Free plan’s appointment cap may become restrictive.
- Clinical work: Clinical notes and treatment plans sit alongside an AI scribe that drafts session notes. The scribe is included free, making it a useful point of entry for clinicians who want drafting support without first upgrading.
- Client care and billing: Messaging, telehealth, invoicing, online payments and insurance billing bring follow-up and payment tasks into the same platform. Electronic claim filing and manual insurance status checks cost extra, however, so billing-heavy practices should account for those charges.
- Connections and safeguards: Documented integrations include Zoom, Google and Microsoft calendars, and Stripe Express payments. The Advanced plan adds API access for custom integrations, syncing and workflow automation. 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 trial. Free costs nothing and includes unlimited clients, 1GB storage, 1M AI tokens, 1K tasks and 100 appointments. It is a practical way to start, but the storage and appointment limits leave less room for a growing practice; deleted data is retained for 30 days.
Plus is shown at $15.50 a month, billed at $15.50 / mo, with a page display of $31 and a 50% off for 6 months offer. It includes unlimited clients and practitioners, billed per user, unlimited data, AI tokens, tasks and storage, advanced workflows and group telehealth. It fits teams that need more capacity and group sessions, but practitioners are billed per user.
Advanced is shown at $19.50 a month, billed at $19.50 / mo, with a page display of $39 and a 50% off for 6 months offer. It adds roles and permissions, white labeling, premium support, a 1:1 onboarding manager and API access to the Plus inclusions. Choose it when team controls, tailored branding, onboarding or custom connections matter; otherwise Plus covers the stated capacity and workflow needs for less.
Paid pricing is also described as starting from $39/user/mo. E-prescribing costs $39/mo per user on Plus and Advanced; electronic claim filing starts from $0.25 per claim, and manual insurance status checks cost $0.15 per check. Those add-ons can change the economics for practices that rely on prescribing or frequent insurance checks.
Platforms
Carepatron is available on Android, iOS, macOS and web, and it offers API access on Advanced. Its Help Center describes use on Android, iPhone/iOS, Chrome desktop and Safari/macOS.
Who it's for
Carepatron is aimed at behavioral, medical, allied health and wellness practitioners, including therapists, physicians, dietitians and health coaches. It is a strong fit for practices that want scheduling, clinical records, telehealth and billing together. Practices with higher appointment volumes, substantial prescribing needs or frequent claim filing should weigh the free-tier cap and add-on charges before settling on a plan.
Pros and cons
- Pros: The workflow spans booking, notes, treatment plans, telehealth and billing, reducing the need to separate those tasks across the practice. The free AI scribe and free plan give practitioners a no-cost starting point, while Advanced includes API access and team controls.
- Cons: Free is limited to 100 appointments and 1GB of storage. Paid plans bill practitioners per user, and e-prescribing, claims and manual insurance checks can add recurring or per-use costs.
Alternatives
For broader comparisons, browse Medical Practice Management, Therapy Scheduling Software or Medical Appointment Scheduling Software.
- Symplast is a paid alternative with Launch and Growth plans.
- PracticeEHR Chiropractic EHR is a paid option without a free plan, with RCM, RCM Elite and Practice Complete plans.
- PracticeSuite Medical Billing offers paid custom medical billing software pricing.
- Crystal Practice Management is a paid alternative without a free plan.
- Hint starts with Launch at $290 a month, including one clinician and unlimited members; its Pro plan is $320 a month.
- ModMed Practice Management offers paid Fundamentals+ and Premium+ packages.
- RXNT Practice Management costs $213 a month per provider and includes medical billing, scheduling, claim scrubbing and revenue cycle management.
- SelfClinic starts with Starter Practice at $49 a month for one provider and up to 1,000 patient records; Professional Clinic costs $99 a month.
Verdict
Carepatron is a sensible choice for independent practitioners and small health teams seeking one system for appointments, clinical workflows and client billing, especially if a free AI scribe is appealing. Its combination of a no-cost entry tier and more capable paid plans is the main draw. Look elsewhere or compare costs closely if your practice depends on high appointment volumes, e-prescribing or frequent insurance transactions.