Last updated: January 2026

What Is Carepatron?

If you run a health clinic, coaching studio, or therapy room, you know that juggling calendars, notes, and invoices can feel like an endless game of whack-a-mole. Carepatron steps in as an all-in-one practice operating system. You get scheduling, electronic health records, Telehealth, secure messaging, and automated billing under one login—no more gluing together five different apps.

Unlike bulky legacy systems that need on-site servers, Carepatron is cloud-based and ready in minutes. It's fully HIPAA compliant, so patient data stays locked down while your team logs in from any device. Over 10,000 practitioners use Carepatron globally, making it one of the fastest-growing practice management platforms.

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Key Features Explained

Universal Scheduling & Online Booking

Carepatron's calendar lets clients self-book, enforces cancellation rules you set, and syncs with Google or Outlook in real time. Color-coding and advanced filters keep multi-provider teams organized. Automatic reminders via SMS and email slash no-shows—practices report 30-50% reduction in missed appointments.

Built-In Telehealth (Including Groups)

Secure HD calls launch straight from appointments, and up to 20 participants can join a group session. No time limits, no per-minute fees—just click "Start call" and you're live. The video quality rivals dedicated telehealth platforms, and everything integrates with your clinical notes.

Clinical Documentation & AI Scribe

SOAP, DAP, or your own templates—the note editor has you covered. On paid plans, an unlimited AI assistant can transcribe sessions and draft summaries, saving precious charting time. The AI understands clinical context and suggests appropriate terminology.

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Client Portal & Online Forms

Give patients 24/7 access to upcoming appointments, invoices, and secure chat. The drag-and-drop form builder replaces clipboard paperwork and auto-stores everything in the client record. Custom intake forms can gather medical history, consent, and insurance details before the first visit.

Automated Billing & Payments

Generate invoices straight from completed sessions, accept cards online, and send gentle payment nudges automatically. Electronic insurance claims available on Essential tier and up. For broader accounting needs, pair with Melio for bill pay or Synder for e-commerce accounting.

Enterprise-Grade Security

Bank-level encryption, role-based access, and continuous penetration testing keep data safe. Carepatron offers full HIPAA certification and 99.99% uptime. For broader compliance across multiple frameworks, see CyberUpgrade.

Real-World Use Cases

Mental Health Practices

Therapists and counselors use Carepatron for intake forms, session notes, secure video sessions, and billing—all HIPAA compliant.

Physical Therapy

PT clinics manage multi-provider schedules, document treatment plans, and track patient progress with custom templates.

Coaching & Wellness

Life coaches and wellness practitioners use the platform for scheduling, group sessions, and package billing without HIPAA complexity.

Telehealth-First Practices

Providers who work primarily via video use Carepatron as their complete virtual clinic—no physical office needed.

Pricing (2026)

See official pricing for current rates.

Free — $0 forever. Unlimited clients, 1 GB storage, core scheduling, Telehealth, live chat support.

Essential — $14/user/month (annual) or $19 monthly. Automatic reminders, 5 GB storage, two-way calendar sync, video waiting room.

Plus — $19/user/month (annual) or $24 monthly. Unlimited AI, group video calls, custom branding, unlimited storage.

Advanced — $24/user/month (annual) or $29 monthly. Role permissions, white labeling, analytics, dedicated account manager.

Pros and Cons

What We Like

Generous free tier with unlimited clients—actually usable for solo practitioners

Built-in Telehealth with group support (up to 20 participants)

AI scribe for clinical documentation on paid plans

HIPAA and GDPR compliant out of the box

Simple per-user pricing—scales predictably

Modern interface that clients actually enjoy using

What Could Be Better

Advanced features require paid plans

Limited storage on free/Essential tiers

Calendar sync only on Essential and above

Learning curve for full feature set

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Carepatron vs. Alternatives

vs. SimplePractice: SimplePractice is more established with stronger US insurance billing. Carepatron offers a free tier and competitive features at lower cost.

vs. Jane App: Jane App has strong booking features and Canadian market presence. Carepatron includes Telehealth and AI documentation at lower cost.

vs. Practice Better: Practice Better focuses on nutrition and wellness practitioners. Carepatron serves broader healthcare with stronger clinical documentation.

vs. Paper-based systems: Paper is free but not HIPAA compliant, searchable, or accessible remotely. Carepatron digitizes everything securely.

For operational training and documentation, pair Carepatron with Trainual.

FAQ

Is Carepatron really free forever?

Yes. The Free tier is not a trial; you can onboard unlimited clients without ever entering a credit card. Paid features unlock on higher tiers.

Does Carepatron work with my existing calendar?

Yes. Two-way sync with Google, Outlook, and iCal is available on Essential plan and above.

Is Carepatron HIPAA-compliant?

Carepatron meets HIPAA, GDPR, and AES-256 encryption standards, plus offers Business Associate Agreements on request.

Can I use Carepatron for group telehealth sessions?

Yes. Up to 20 participants—including multiple practitioners—can join a single video call at no extra cost.

Does Carepatron have an AI note-taking feature?

On Plus and Advanced plans, you get unlimited AI credits that can draft notes, summaries, and auto-code diagnoses.

Final Verdict

If you want a platform that feels modern without sacrificing compliance, Carepatron may be the sidekick your practice has been searching for. The free tier makes it easy to test, and paid plans scale affordably as your practice grows.

For the complete practice stack, pair Carepatron with Melio for vendor payments and Trainual for staff training documentation.

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