Carepatron

Carepatron use

Kommentare: The overall look and feel has been fantastic. The creator and staff reach out regularly to ensure that everything is running smoothly.

Vorteile:

As I have just begun using the software I have noted the ease of use. Overall I have enjoyed the templates and the ability to write my case notes.

Nachteile:

I believe the services portal could be improved slightly. Some counsellors do probono work and it would be useful to be able to categorise it differently.

Best CRM I've tried.

Kommentare: Great.

Vorteile:

Its simplicity. Calendar integration with Microsoft. Ease of use. Mobile access.

Nachteile:

None. It's been very friendly to use and customer service has always been great.

Carepatron Review

Kommentare: It is a nice portal if the glitches stopped happening It would be better.

Vorteile:

Free access to learn how to use the site

Nachteile:

The portal is difficult and signs out many times during a session

Essential to my practice

Kommentare: From the beginning, everything was easy to set up and to use. When you run into a technical problem, you always have a support team who always help you in a professional and friendly way, sometimes also going out of their way to improve the functionality of the software.

Vorteile:

With Carepatron, you can have peace knowing that all your admin and accounting stay up to date and that everything you need on a daily basis to successfully maintain your business.

Nachteile:

There is absolutely nothing I don't like about this software. I would like to get a payment option also available to my country.

Underrated and perfect for therapists starting out

Vorteile:

Has all you need to start and run a simple practice in one place while compliant to privacy standards/laws. This includes: digitally signed consent forms, client portal, in built telehealth video calling, appointment calendar, invoicing and payments system, client records, customisable templates, invoice/appointment reminders... It sounds like a lot but it's actually pretty much one click or automatic. Once you have created the appointment on your calendar, there is no need to manually send a text reminder or send an appointment time. There is no need to edit an invoice for every session because it autofills from your appointment calendar. Huge time and mental space saved when everything takes at most a minute. Perfect for starting therapists - no set up costs and you could effectively stay on the free plan forever. Friendly and helpful customer support on a messenger system. It has so many features that you would normally have to pay to get in separate platforms, but here it is integrated and you can use for free or for a very reasonable cost. I did a lot of research on therapy practice software lists and honestly can say this platform should be on the radar of many more therapists

Nachteile:

There are already templates of psychometrics that I can quickly fill in and save, but as of now I am not yet able to send forms for clients to complete in the client portal. I am told this feature is being worked on and to come soon. The inbuilt document editor can be a tiny bit slow at times - for a computer nerd like me I have found that I prefer to do my more comprehensive notes on a normal word document program (especially since I like the form fields on more advanced editors and had made my own templates on Word before discovering Carepatron) and copy paste across and then adjust some of the paragraph spacing.