# Carepatron review (2026): is the free plan enough?

> Practice management with a free plan, AI scribe and telehealth

Checked Oct 24, 2026 · graded Oct 24, 2026 by ToolGPA.

Carepatron is practice management software for therapists, allied health, medical and wellness practitioners. It covers online booking, telehealth video, clinical notes with an AI scribe, treatment plans, a client portal, invoicing and insurance claims. A free plan has unlimited clients, and paid plans are charged per practitioner.

- **Category:** Therapy & Clinic Software
- **Made by:** Carepatron Limited
- **Website:** https://www.carepatron.com
- **Runs on:** Web, iOS, Android
- **Who should skip it:** Tight if you're staying free: 100 appointments a month, 1 GB of storage, and no reminders or calendar sync.
- **Facts last checked:** Oct 24, 2026

## Pricing

As of Oct 24, 2026, Carepatron has a free plan, and paid plans start at $31 per user / month, billed yearly ($39 billed monthly).

- **Pricing model:** Free plan
- **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.
- **Free trial:** 14-day free trial of the paid features, no credit card required.

| Plan | Price | What you get |
| --- | --- | --- |
| 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. |

Read from https://www.carepatron.com/pricing on Oct 24, 2026. Prices change, so confirm with Carepatron before buying.

## Ways to pay less

- **Save 20% with yearly billing** (Annual discount): 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. Source: https://www.carepatron.com/pricing
- **50% off the first 6 months** (Other savings): 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. Source: https://www.carepatron.com/pricing
- **October offer: $1 a month for 3 months** (Other savings): A banner offers $1 a month for the first 3 months, or 50% off the first year, ending 30 October 2026. Source: https://www.carepatron.com/pricing

## Key features

- **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.

## Good for

- Solo practitioners who want to start on a free plan
- Mixed practices of therapists, allied health and wellness staff
- Practices that want HIPAA, PIPEDA and GDPR compliance in one system

## Worth knowing

- 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.

## ToolGPA grades

**GPA: 2.6 out of 4**, graded Oct 24, 2026. Carepatron has a free plan with unlimited clients, telehealth, payments and an AI scribe, capped at 100 appointments a month. There are no reminders or calendar sync until Plus at $31 a user, claims cost per use and aren't on the free plan, and roles, white labeling and the API need Advanced.

- **Value for money: C.** Plus 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.
- **Free plan and trial: B.** The 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.
- **Features: B.** Online 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.
- **Ease of use: C.** No 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.
- **Platforms and integrations: B.** Web, iPhone and Android, with DoseSpot and Google Analytics, and an API on Advanced. No desktop app, and the integration list is short.

These are ToolGPA's own grades. Graded from this listing, whose facts were read from Carepatron's own pages on 24 October 2026. Not based on using the product, and shorter than our full reviews.

## Where it stands among therapy and clinic software

- Carepatron's GPA of 2.6 is higher than 10 of the 12 other therapy and clinic software we grade, and level with 1.
- It stands best on free plan and trial (B, above 12 of 12) and worst on ease of use (C, above 0).
- Its paid plans start at $31 a month for each person, against a middle price of $39 for the category: 4 of the 10 others that charge start lower.
- On features, ease of use and platforms it scores 2.7 out of 4. Nothing scores higher for less, though at least one tool matches that score at a lower price.

The category's chart of price against score: https://toolgpa.com/charts/therapy-clinics

## Keep it, or make your own?

**Keep it.** To replace Carepatron you would be making video sessions that meet health privacy rules. That is not a weekend's work, with an AI app builder or without one. It is one of the better ones too: its GPA of 2.6 is higher than 10 of the 12 other therapy and clinic software we grade. It costs $372 a year.

- You could make: Clinical notes and appointment booking: an app builder makes these well.
- You could not: Video sessions that meet health privacy rules.
- You could not: Insurance claims sent to payers through a clearinghouse.
- You could not: Speech turned into text you can trust.
- You could not: A real app for iOS and Android. Something home-made would be a web page.
- You could not: It is priced for each person, which means accounts and billing for a team.
- You could not: AI features, unless you pay a model provider for each request yourself.
- You could not: What a company asks for before it lets staff use something: HIPAA.
- You could not: The depth: we grade its features B, which means it covers the whole job.

A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it.

## Works with

DoseSpot, Google Analytics

**Tags:** Clinical notes, Telehealth, Appointment booking, Insurance billing, AI features, Transcription

## Alternatives

- [SimplePractice](https://toolgpa.com/tools/simplepractice): Practice management and EHR for private-practice therapists. [Compare](https://toolgpa.com/compare/carepatron-vs-simplepractice)
- [Practice Better](https://toolgpa.com/tools/practice-better): Practice software for nutrition, wellness and therapy, with programs. [Compare](https://toolgpa.com/compare/carepatron-vs-practice-better)
- [Healthie](https://toolgpa.com/tools/healthie): EHR, telehealth and client programs for wellness and care practices. [Compare](https://toolgpa.com/compare/carepatron-vs-healthie)
- [PracticeQ](https://toolgpa.com/tools/intakeq): Intake forms, booking, billing and charting for small practices. [Compare](https://toolgpa.com/compare/carepatron-vs-intakeq)
- [Jane](https://toolgpa.com/tools/jane): Booking, charting and payments for multi-practitioner health clinics. [Compare](https://toolgpa.com/compare/carepatron-vs-jane)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 24, 2026:

- https://www.carepatron.com/pricing
- https://www.carepatron.com/about

Page: https://toolgpa.com/tools/carepatron
Listed by ToolGPA (toolgpa.com).