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.
How much does Carepatron cost per user?
At Carepatron, we offer several subscription plans so you can select the one that best suits your needs and practice.
Free ($0)
The Free plan is perfect for everyone looking to get started at no cost. It includes unlimited clients, 1 GB of storage, telehealth, client billing, automated online payments, and an AI scribe and note taker. This plan gives you everything you need to begin managing your practice efficiently, completely free.
Essential ($29/month; $23/month if billed annually)
Simplify your practice with all the core tools you need. It includes everything in the Free plan, plus automatic reminders, 10 GB of storage, two-way calendar sync, online appointment requests, public forms, and electronic claim filing.
Plus ($39/month; $31/month if billed annually)
Our most popular plan, Plus, is ideal for practices ready to optimize and grow.
It includes everything in the Essential plan, plus custom AI workflows, unlimited storage, group telehealth, group appointments and notes, shared inboxes, and custom branding. This plan gives you powerful tools to scale your services and enhance collaboration.
Advanced ($41/month; $39/month if billed annually)
Ideal for growing practices that need more control and insights. The Advanced plan offers everything in the Plus plan with additional features for expanding practices.
It includes roles and permissions, white labeling, Google Analytics integration, 90 days of deleted data retention, a dedicated 1:1 onboarding manager, and premium support. This plan provides the most control, customization, and insight for growing professional teams.
Subscription plans, cost if you choose a yearly billing cycle
If you’d like to learn more about our pricing plans, feel free to visit our Pricing page to see the details and take advantage of any current discounts we’re offering!
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. The value of 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.