Carepatron is practice management software for therapists, coaches, and health and wellness professionals — covering scheduling, client notes, billing, payments and telehealth in one platform. Best for solo practitioners and small clinics that want an affordable, all-in-one system to run their practice and reduce admin.
This is a practical, step-by-step guide. We run this exact workflow with Carepatron for clients — here is how to do it yourself.
Step 1: Set up your practice
Add services, availability and clients.
Step 2: Take bookings
Clients self-book with reminders.
Step 3: Document & bill
Notes and invoices in one place.
Step 4: See clients anywhere
Built-in telehealth video.
Try Carepatron for yourself
We use Carepatron and set it up for clients. Start free through our link, or have us run it for you.
Common mistakes to avoid
- Deep specialty needs may want niche tools
- Some features still maturing
- Learning curve at setup
FAQ
Who is Carepatron for?
Therapists, coaches and health/wellness professionals — solo or small clinics — who want scheduling, notes, billing and telehealth in one place.
Does it include telehealth?
Yes — secure video sessions are built in.
Is there a free plan?
Yes — Carepatron has a generous free tier, with paid plans for more features.
Is it secure/compliant?
It's built for health practices with security in mind; verify specifics for your region and compliance needs.
Affiliate disclosure: this article contains affiliate links. If you sign up through them we may earn a commission at no extra cost to you. We only recommend tools we use ourselves.