Carepatron
All-in-one healthcare practice management with scheduling, telehealth, AI notes, and billing
About Carepatron
Carepatron is a healthcare practice management platform that brings scheduling, online booking, telehealth, clinical documentation, client messaging, and billing into a single workspace. Its AI medical scribe transcribes sessions and drafts clinical notes automatically, while a generous free plan with unlimited clients makes it a popular starting point for solo practitioners and small practices in behavioral, medical, allied health, and wellness fields.
Pros & Cons
Pros
- Genuinely functional free plan with unlimited clients, telehealth, and AI scribe included
- Modern, intuitive interface that most clinicians can set up in under an hour
- AI scribe and large clinical template library dramatically cut documentation time
- All-in-one platform replaces separate scheduling, telehealth, notes, and billing tools
- Responsive customer support frequently praised in reviews
- HIPAA, GDPR, and PIPEDA compliant with 256-bit encryption
Cons
- Recurring complaints about telehealth video reliability, including clients not appearing in the virtual waiting room
- Limited customization of reminder messages, letters, and some templates
- Insurance billing is still maturing — electronic claims cost extra per claim and some workflows are manual
- Intake form data does not always auto-populate client records, creating duplicate data entry
- Per-user pricing adds up for larger teams, and some long-time users cite recent price increases
Key Features
Scheduling & Online Booking
Calendar management with a shareable online booking link, booking approval policies, calendar sync, and automated appointment reminders that cut no-shows
Telehealth Video
Built-in HIPAA-compliant video calls with in-session notes, telehealth chat, and group telehealth on paid plans — available even on the free tier
AI Medical Scribe
Transcribes sessions and auto-drafts clinical notes in formats like SOAP as soon as the appointment ends, plus AI summarize and AI Ask assistants
Clinical Documentation & Templates
Large template library with customizable notes and forms, paperless intakes, e-signatures, document locking, and smart chips
Client Portal
Clients can book appointments, complete intake forms, message securely, and pay invoices through a branded self-service portal
Billing & Payments
Automated invoicing, online card processing, superbills, CMS-1500 forms, and electronic claim filing (from $0.25/claim on paid plans)
Client Messaging & Reminders
Secure client messaging, HIPAA-encrypted email, SMS and email reminders, bulk sending, and a shared team inbox on paid plans
ePrescribe
Electronic prescribing available as a $39/mo per user add-on for medical practices
Custom AI Workflows
Automation credits and custom workflow runs to automate repetitive admin tasks, scaling from 1K credits on Free to unlimited on Advanced
Compliance & Security
HIPAA, GDPR, and PIPEDA compliant with 256-bit encryption, 99.9% uptime, and roles & permissions on the Advanced plan
Pricing
- Unlimited clients
- Telehealth video
- 1GB storage
- Client portal
- AI scribe & note taker
- Automated online payments
- 100 appointments
- 1K AI automation credits
- Everything in Free
- Unlimited storage and appointments
- Advanced workflows
- Group telehealth, scheduling & notes
- Shared inbox
- Custom branding
- 50K AI automation credits
- $31/user/mo billed yearly
- Everything in Plus
- Roles & permissions
- White labeling
- Google Analytics integration
- 90-day deleted data retention
- 1:1 onboarding manager
- Premium support
- Unlimited AI credits
- $39/user/mo billed yearly
Best For
Starting a Solo Private Practice
Therapists, counselors, and coaches can run scheduling, telehealth, notes, and payments on the free plan with no client limit, upgrading only when they need more storage or automation
Telehealth-First Care Delivery
Built-in HIPAA-compliant video with in-session documentation lets practices deliver remote care without bolting on Zoom or a separate telehealth vendor
AI-Assisted Clinical Documentation
The AI scribe transcribes sessions and drafts SOAP-style notes automatically, freeing clinicians from after-hours charting
Reducing No-Shows
Automated SMS and email appointment reminders plus client self-booking significantly reduce missed appointments
Growing Multi-Practitioner Clinics
Group scheduling, shared inbox, roles and permissions, and white labeling support teams and multi-site practices on Plus and Advanced plans
Similar Tools
Vista Social
AI-powered command center for social media management
Akiflow
Time-blocking digital planner & calendar
Metricool
All-in-one social media analytics and scheduling tool
SocialBee
AI-powered social media management with content recycling
Sendible
Social media management built for agencies
SocialPilot
Affordable social media management for teams and agencies