Carepatron vs Heidi Health (2026): which should you pick?
As of Nov 13, 2026, we pick Carepatron: it is second in our ranking of therapy and clinic software, and it grades higher too, 2.6 against 2.4.
Checked Oct 24, 2026 and Nov 12, 2026 · graded Oct 24, 2026 and Nov 12, 2026 by ToolGPA
Carepatron grades higher on value for money and features. Heidi Health grades higher on platforms. They get the same grade on the free plan and ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Carepatron
Practice management with a free plan, AI scribe and telehealth
Heidi Health
AI medical scribe that writes clinical notes from visits
Which one is for you
Pick Carepatron if
- Fits if you're a solo practitioner who wants to start on a free plan with unlimited clients
- Works for mixed practices of therapists, allied health and wellness staff under one account
Look elsewhere if
- Tight if you're staying free: 100 appointments a month, 1 GB of storage, and no reminders or calendar sync
- Watch out: claims start at 25¢ each and insurance checks cost 15¢, and neither is on the free plan
- Pricey if you grow, as every practitioner is a paid seat and ePrescribing through DoseSpot is $39 a month per user
- Not for you if you need roles and permissions, white labeling or the API, which are only on Advanced at $39 a user
- Watch out: Plus includes 150 texts a month per user, and each one past that costs 5¢
Pick Heidi Health if
- Fits if you are one clinician who wants free note drafting
- Works for a practice that already has an EHR and needs the notes written
Look elsewhere if
- Not for you if you need scheduling, billing or client records, as it drafts notes only
- Pricey if you want custom templates or Routines: Clinician is $110 a month billed yearly
- Watch out: agent and Routine features use a monthly allowance, and a Max seat costs more
- Skip it if you want EHR integration, shared templates or SSO, which are Teams-only
- Watch out: the page shows Clinician pricing in the viewer's currency, and $110 is the US view
How we grade them
| 2.6GPACarepatronGood | 2.4GPAHeidi HealthFair | |
|---|---|---|
| Value for money | CPlus is $31 a user a month on yearly billing, $39 monthly, between this category's cheaper quarter ($25) and its middle ($39). Every practitioner is a paid seat, and claims, extra texts and ePrescribing cost more on top. | DClinician is $110 a user a month billed yearly ($150 monthly), which is above the $79 line for the dearest tenth of therapy-clinics tools. |
| Free plan and trial | BThe free plan keeps unlimited clients, telehealth, the client portal, online payments and the AI scribe, so one person could run a small practice on it. It stops at 100 appointments a month and 1 GB of storage, with no reminders or calendar sync. | BFree for one seat with unlimited ambient notes and standard templates, plus a 14-day Clinician trial. Agents and evidence answers are limited on free. |
| Features | BOnline booking, an AI scribe, note templates, treatment plans, telehealth, invoicing, claims with ERA posting, a client portal and custom workflows. Nothing in the listing is missing from the job; the limits are which plan you're on. | CNotes, templates, evidence answers and routines. It drafts notes only, so it is a smaller job than an EHR. |
| Ease of use | CNo App Store rating on record. Booking pages, intake forms, note templates and workflows all need setting up, and the onboarding manager is only on Advanced. | CNo store rating on record. You install the app, pick templates and link your EHR. |
| Platforms and integrations | BWeb, iPhone and Android, with DoseSpot and Google Analytics, and an API on Advanced. No desktop app, and the integration list is short. | AWeb, Mac, Windows, iPhone and Android with Epic, Cerner, athenahealth and more. |
| Best for | solo practitioners who want to start free | an AI scribe that writes visit notes |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Carepatron and Heidi Health. How we grade
Price against what you get
Carepatron starts at $31 a month for each person and scores 2.7 out of 4 on features, ease of use and platforms. Heidi Health starts at $110 a month for each person and scores 2.7.
They score the same, and Carepatron starts $79 a month lower. Of the other therapy and clinic software on the chart, none scores higher than Carepatron for less, and 2 score higher than Heidi Health for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Carepatron also covers insurance billing, telehealth and appointment booking.
- Heidi Health also covers dictation and templates.
At a glance
| Carepatron | Heidi Health | |
|---|---|---|
| Pricing | Free plan | Free plan |
| Starts at | $31 per user / month, billed yearly ($39 billed monthly) | $110 per user / month, billed annually ($150 billed monthly) |
| Free plan | Unlimited clients, telehealth, client portal, online payments and the AI scribe, with up to 100 appointments, 1 GB of storage and 100 emails a month per user. | Unlimited ambient AI documentation and clinical answers with citations, with a small weekly usage allowance for agents. |
| Free trial | 14-day free trial of the paid features, no credit card required | 14-day free trial of the Clinician plan |
| Web | ||
| macOS | ||
| Windows | ||
| iOS | ||
| Android | ||
| Made by | Carepatron Limited | Heidi |
| Price read from | carepatron.com | heidihealth.com |
| Checked | Oct 24, 2026 | Nov 12, 2026 |
Worth knowing
Carepatron
- The free plan has no appointment reminders or calendar sync and stops at 100 appointments and 1 GB of storage.
- Paid plans are charged per user. Texts beyond the monthly allowance cost $0.05 each, and ePrescribing through DoseSpot is $39 a month per user.
- Electronic claims start at $0.25 each and manual insurance checks cost $0.15 each; neither is on the free plan.
- Roles and permissions, white labeling and API access are only on Advanced.
Heidi Health
- It drafts notes and documents; it is not a scheduling, billing or client-records system.
- Agent and Routine features use a monthly allowance per seat, and the Max seat (five times the usage) costs more than Standard.
- EHR integration, shared templates, SSO and team controls are limited to the custom-priced Teams plan.
- The page shows Clinician pricing in the currency of the viewer's region; the $110 figure is the US dollar view.
Key features
Carepatron
- Online booking and reminders
- Clients book from an online page or an embed on your site. Paid plans add calendar sync, email and SMS reminders, group appointments and booking approval rules.
- AI scribe and clinical notes
- An AI medical scribe drafts notes from sessions, alongside a template library, customizable notes, signatures and locking, and treatment plans. Group notes need Plus.
- Telehealth video
- One-on-one video sessions on every plan, including the free one; group telehealth and in-call chat start on Plus.
- Invoicing and insurance
- Online card payments and automated invoicing on all plans. Paid plans add superbills, CMS-1500 forms, electronic claims from $0.25 each and ERA posting.
- Client portal and messaging
- Clients sign intake forms, message the practice securely and pay through a portal. Plus adds a HIPAA-encrypted email integration, bulk sending and a shared inbox.
- Workflows and API
- Custom workflows run 2,000 times a month per user on Plus and without limit on Advanced, which also opens the Carepatron API.
Heidi Health
- Ambient documentation
- Heidi listens to a consultation and drafts structured notes and documents from it, with unlimited transcription on the free plan.
- Templates
- Standard templates come on every plan; custom templates and team template sharing need paid plans.
- Clinical evidence answers
- Answers to clinical questions with citations to sources, limited on Free and expanded on paid plans with peer-reviewed journal search.
- Agents and Routines
- Paid plans add Routines for pre-charting, billing code support and other admin tasks, all drawn from a monthly usage allowance per seat.
- Desktop app
- Heidi Desktop lets clinicians dictate anywhere on screen and capture telehealth audio directly from the call.
- EHR integrations
- The integrations page lists Epic, Oracle Cerner, athenahealth, eClinicalWorks and AlayaCare among others, which write finished notes back to the chart.
Plans
Carepatron
Free$0
Unlimited clients, telehealth, client portal, online payments and the AI scribe; 100 appointments, 1 GB of storage, no reminders or calendar sync.
Plus$31
per user / month, billed yearly ($39 billed monthly)
Unlimited appointments and storage, calendar sync, reminders, group telehealth and notes, shared inbox, custom branding and 150 texts a month per user.
Advanced$39
per user / month, billed yearly ($49 billed monthly)
Adds roles and permissions, white labeling, API access, Google Analytics, 90-day deleted-data retention, an onboarding manager and premium support.
Heidi Health
Free$0
Unlimited ambient documentation, standard templates, dictation and limited-use evidence answers for one seat.
Clinician$110
per user / month, billed annually ($150 billed monthly)
Adds custom templates, Routines for pre-charting and coding help, and evidence in visits; Max seats cost more.
TeamsCustom
For practices and health systems: shared templates, EHR integration, team controls and optional SSO.
Ways to pay less
Carepatron
- Annual discount
Save 20% with yearly billing
Carepatron's pricing page lists 20% off for paying yearly: Plus is $31 per user a month instead of $39, and Advanced $39 instead of $49.
- Other savings
50% off the first 6 months
A limited offer on the pricing page halves paid plans for the first 6 months, for example Plus at $15.50 per user a month on yearly billing; no end date is given.
- Other savings
October offer: $1 a month for 3 months
A banner offers $1 a month for the first 3 months, or 50% off the first year, ending 30 October 2026.
Heidi Health
- Education
Free Clinician plan for trainees
Trainees who verify their student status get the Clinician plan free.
- Annual discount
Annual billing saves $480 per seat
Clinician billed annually is $110 a month per user against $150 billed monthly, a stated saving of $480 a year.
Common questions
Which is cheaper, Carepatron or Heidi Health?
As of Nov 12, 2026, Carepatron is cheaper to start with: $31 a month for each person, against $110 a month for each person for Heidi Health. Carepatron starts at $31 per user / month, billed yearly ($39 billed monthly), and Heidi Health starts at $110 per user / month, billed annually ($150 billed monthly).
Which has a free plan, Carepatron or Heidi Health?
As of Nov 12, 2026, both Carepatron and Heidi Health have a free plan.
Which platforms do Carepatron and Heidi Health run on?
As of Nov 12, 2026, only Heidi Health lists macOS and Windows apps. Both list a web app and iOS and Android apps. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.