Get started with Carepatron

Welcome to Carepatron! You’re about to explore a space designed to make your work easier, your days smoother, and your care even better.

Let’s get you started so you can jump right in and see how simple and enjoyable it is to manage your practice!

Scheduling appointments in Carepatron is super simple and flexible!

Before you start, you’ll just need to set up your locations and services. You can connect with popular video call platforms or use Carepatron’s built-in telehealth option. It’s entirely up to you.

Once your locations are ready, you can create services, name them, add display names for online bookings, and even choose how long each session lasts or what it costs. After that, scheduling with your clients is as easy as sharing a booking link and letting them pick a time that works best!

Billing in Carepatron is quick and easy to set up!

You can connect your Stripe Express account in just a few steps and start customizing your invoices to match your brand’s style. Once everything’s ready, you can share your payment link and collect payments seamlessly through virtual invoices.

You can even create superbills so your clients can request insurance refunds when needed!

You can easily import clients from popular platforms or add them manually!

Once a client is added, you can personalize their record to fit your practice perfectly. You can also create relationships, add new notes, send intake forms, upload files, and so much more.

Plus, you’ll have a complete view of every interaction, including messages, billing history, and receipts, all in one convenient place.

Invite your team to join your Carepatron workspace and start collaborating with ease!

Simply head over to your team section and invite new members by adding their details. Once they’re in, you can edit their permissions, assign them specific services, and set their individual availability. It’s a quick way to get everyone connected and working together seamlessly!

You can view all your client email communications right inside your Carepatron workspace! By syncing your Gmail or Outlook inbox, you’ll keep every message and piece of client information organized in one convenient place. We also have a secure messaging feature to make communication with your team and clients easier!

From general intake forms to session notes, your Carepatron workspace has all the templates you need to make documentation simple and stress-free!

You can easily add your own templates or create brand-new ones right from your workspace. Plus, you’ll have access to a library of templates shared by professionals across all types of practices in our Community section. Don’t forget to check it out! Chances are, the perfect template you need is already waiting for you there.

You can host 1-on-1 live video sessions directly through Carepatron!

You’ll have all the same tools and features you’d expect from any virtual call platform, built right into your workspace. You can run individual or group sessions, share your screen to present important information, and even add fun visual effects to personalize your video experience. It’s everything you need for smooth, professional, and engaging virtual sessions all in one place!

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.