Tool profile
Carepatron: cost, fit and limits
Carepatron is a practice management and client portal platform made by Care Patron Limited that offers scheduling, notes, telehealth, online payments and an AI scribe to therapists and other practitioners, starting from a free plan.
What to know first
Carepatron lets a practice begin at $0 with unlimited clients, telehealth, a client portal, automated online payments and an AI scribe with 1M AI tokens. Plus is shown at $15.50 and Advanced at $19.50 per month, both struck through from $31 and $39 with a half-price promotion for 6 months, and billed per user. The privacy policy is dated 1 September 2022, before the AI features it now advertises.
Carepatron at a glance
| Maker | Care Patron Limited, Not stated on the vendor pages |
|---|---|
| Free plan | Yes |
| Entry price | $0 (Free plan) |
| API access | No |
| Category | Best AI Therapy Practice Management Software in 2026, rank 3 of 12 |
| Website | carepatron.com |
Who Carepatron is best for
Practitioners starting out
The free plan has unlimited clients and an AI scribe, so a new therapist can run a small caseload without paying for software during the first months.
Practices running group sessions
Plus adds group telehealth, group scheduling and group notes, which suits therapists who run workshops or support groups next to individual work.
Teams that want custom branding
Plus includes custom branding and a shared inbox, and Advanced adds white labeling, roles and permissions, so a small team can present a branded portal.
Carepatron plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Free | $0 | Unlimited clients, telehealth, 1 GB data, client portal, online payments, AI scribe and note taker, 1M AI tokens and 1K automation tasks. |
| Plus | $15.50 per month (promo, regularly $31) | Everything in Free plus unlimited storage, advanced workflows, group telehealth and scheduling, shared inbox, custom branding and unlimited AI tokens. |
| Advanced | $19.50 per month (promo, regularly $39) | Everything in Plus plus roles and permissions, white labeling, Google Analytics, 90-day deleted data retention, onboarding manager and premium support. |
Checked November 2026.
What Carepatron does
- AI scribe and note taker
- Available on the free plan with 1M AI tokens; the site also names AI medical scribe, AI summarize, AI Ask and a choice of Basic, Pro or Max models.
- Client portal and payments
- Clients get a portal and automated online payments on every plan, including Free, which is unusual for a $0 tier and lets a new practice collect fees from day one.
- Group work
- Group telehealth, group scheduling and group notes arrive with Plus, covering sessions with several clients at once, such as support groups, workshops or family sessions.
- Workflows
- Advanced workflows and automation tasks run on Plus; the pricing table lists 2,000 workflow runs per month per user, though the page does not clearly map that figure to each tier.
- Retention on deletion
- Advanced keeps deleted data for 90 days, a safety net against accidental removal that the lower tiers do not list on the pricing page, together with a 1:1 onboarding manager.
How Carepatron handles your data
The privacy policy was last dated 1 September 2022 and does not mention AI or model training, even though the site advertises AI Scribe and Carepatron AI. Retention is described only as as long as required for the purposes of collection. No hosting country is named, and the policy notes cloud providers may sit outside New Zealand. No certification is claimed for Carepatron itself, and a business associate agreement is referenced as applicable. The subprocessor list was not opened.
Where Carepatron falls short in practice
- . The AI scribe is on the free plan, but the only privacy policy opened predates it, so a clinician has no written AI training position to rely on.
- . Free allows 1 GB of data and 1M AI tokens, so a practice with many scanned documents or heavy AI use reaches the ceiling and must upgrade.
- . Roles and permissions, white labeling and Google Analytics sit on Advanced only, so a group practice that needs staff access controls cannot stay on the cheaper Plus plan.
Works with
Alternatives to Carepatron
Carepatron: common questions
Is Carepatron really free?
Yes, in a defined form. The Free plan costs $0 and includes unlimited clients, telehealth, a client portal, online payments, 1 GB of data and an AI scribe with 1M tokens. Storage, group tools, unlimited AI tokens and custom branding need Plus at $15.50 per month promotional, regularly $31.
What are Carepatron Plus and Advanced prices after the promotion?
The pricing page shows Plus at $15.50 per month struck through from $31 and Advanced at $19.50 struck through from $39, with 50 percent off for 6 months. Billing is per user, and a yearly toggle claims 20 percent off, but yearly totals were not shown.
Does Carepatron's AI scribe train on my notes?
The vendor's privacy policy, dated 1 September 2022, does not mention AI or model training. The pricing page advertises the AI scribe, so a written answer from the vendor is the only way to confirm. Until then, avoid putting identifiable session content into the tool.
Which Carepatron plan has roles and permissions?
Roles and permissions are part of the Advanced plan, along with white labeling, Google Analytics integration, 90-day deleted data retention, a 1:1 onboarding manager and premium support. Plus does not list them, so a team needing staff access levels should budget for Advanced.
Where does Carepatron store data?
The privacy policy opened does not name a hosting country. It says cloud storage providers located outside New Zealand may be used, without naming countries, and the subprocessor list was not opened. A practice with residency requirements should request the current subprocessor list.