You can manage all aspects of your Carepatron subscription, from viewing your plan details to upgrading, downgrading, or updating your payment details, in the Subscription Settings.
In this article, we will learn how to:
View your subscription
To view your current subscription, do the following steps:
Go to Settings.
Select Workspace settings.
Navigate to the Subscriptions tab.
The subscription summary shows:
The number of users in your workspace.
Current plan and billing period.
Current usage and limits.
Any applied discounts or promotions.
The billing detail shows:
Your billing name and email
Your saved payment method
Upgrade your subscription plan
If you would like to add more features, you can upgrade your subscription at any time.
Select Manage Plan (also used for downgrades).
Select your preferred plan and billing cycle.
Enter your billing details and payment method.
Review and confirm.
Downgrade your subscription plan
If you're not using the features in your current plan, you can downgrade your subscription at any time.
Go to Subscription Summary.
Select Manage plan (also used for upgrades).
Choose a lower-tier plan and billing cycle.
Check your billing details and payment method.
Review and confirm.
Note:
Downgrading to Essentials is not available if your usage exceeds the limits of the lower-tier plan.
Cancel your subscription
If you no longer wish to continue with a paid Carepatron plan, you can cancel your subscription at any time.
Go to Settings.
Select Workspace settings.
Navigate to the Subscriptions tab.
In the Subscription Summary section, click Cancel Subscription.
Complete the cancellation form.
Select Yes, cancel my subscription.
Update billing and payment details
To update billing and payment details:
Go to Settings.
Select Workspace settings.
Navigate to the Subscriptions tab.
Go to Billing details.
Edit or add a new payment method.
Click Save.
What subscription plans are available?
Carepatron offers flexible plans to suit practices of all sizes and needs. For full details and current pricing, visit our Pricing page.
Free
Perfect for getting started at no cost. Includes unlimited clients, 1 GB of storage, telehealth, client billing, automated payments, and AI note-taking.
Essential
Simplify your practice with the core tools you need. Includes everything in Free, plus automatic reminders, 10 GB storage, two-way calendar sync, public forms, and electronic claim filing.
Plus
Our most popular plan for growing teams. Includes everything in Essential, plus custom AI workflows, unlimited storage, group telehealth and appointments, shared inboxes, and custom branding.
Advanced
Designed for larger or scaling practices needing more control and insight. Includes everything in Plus, plus roles and permissions, white labeling, Google Analytics, 90-day data retention, dedicated onboarding, and premium support.
How does subscription billing work?
Per team member, per month: Subscription pricing is based on the number of team members in your workspace.
Automatic renewal: Subscriptions renew automatically on a monthly or annual basis, depending on your selected plan.
Payment method: Charges are processed automatically using your saved payment method.
Prorated changes: When you add users or upgrade your plan, charges are prorated automatically for the remainder of the billing period.
Local currency: Subscriptions are available in 41 currencies across 65 countries, allowing payment in your local currency where supported.
Usage-based charges: Some features may incur additional usage fees. These are billed monthly, even on annual subscriptions.
FAQs
When will my payment method be charged?
Your saved payment method is charged automatically at the time of purchase or renewal.Can I change my payment method before being charged?
Yes. You can update your payment details in your account settings before making a purchase or renewing your subscription.Where can I find my receipt?
A copy of your receipt is automatically sent to the billing email address linked to your account. If you didn’t receive the receipt, check your spam or junk folder. If you still can’t find it, contact our support team for assistance.When does my upgraded plan start?
Your new plan becomes active as soon as you confirm the upgrade.How is the upgrade cost calculated?
You only pay the prorated difference between your current plan and the new one, based on the remaining time in your billing cycle. Any unused time is automatically credited toward your upgrade cost.Can I request a refund instead of credits?
Credits are non-refundable and can only be used toward future payments.Will adding a team member incur an additional cost?
Yes. Adding a team member to a subscribed workspace incurs an additional prorated charge based on your billing cycle.What happens when I remove a member?
Credits for the unused portion of that member’s subscription are automatically applied to future invoices.Are subscriptions shared across all workspaces?
No. Each workspace operates under its own subscription. Your personal plan and another workspace’s plan are separate. If you're invited to another workspace, you’ll have access to the features of the workspace you’re added to.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.