Client communication tool

Send secure messages, share documents, and automate reminders—all from one unified, HIPAA-compliant platform.

Carepatron’s Client communication software

Carepatron’s communication software makes it easy to message clients, share documents, and manage conversations from one secure place. Designed for healthcare teams, our HIPAA-compliant platform keeps communication seamless, centralized, and compliant—so you can stay connected without the hassle of switching between tools, worrying about privacy, or losing track. Smart unified inbox: Manage all client messages, emails, and notifications from one organized inbox. Easily filter, search, and respond—so your team stays efficient, responsive, and never misses a message. Schedule emails ahead: Set up emails to send automatically at a future date and time. Perfect for follow-ups, reminders, or check-ins—ensuring consistent communication without adding to your daily workload. File and form sharing: Attach invoices, consent forms, or treatment plans within message threads. Clients can view, download, and respond quickly, eliminating delays and reducing paperwork. HIPAA-compliant messaging: All communication is encrypted and fully HIPAA-compliant. Maintain patient confidentiality while confidently managing client updates, reminders, and follow-ups online.

Smart unified inbox

Manage all client messages, emails, and notifications from one organized inbox. Easily filter, search, and respond—so your team stays efficient, responsive, and never misses a message.

Schedule emails ahead

Set up emails to send automatically at a future date and time. Perfect for follow-ups, reminders, or check-ins—ensuring consistent communication without adding to your daily workload.

File and form sharing

Attach invoices, consent forms, or treatment plans within message threads. Clients can view, download, and respond quickly, eliminating delays and reducing paperwork.

HIPAA-compliant messaging

All communication is encrypted and fully HIPAA-compliant. Maintain patient confidentiality while confidently managing client updates, reminders, and follow-ups online.

Carepatron’s customer service is amazing.
Olivia Chen.
Therapist
Carepatron helps me look and feel more professional.
Dr. Julie Graham.
Counselor
A woman smiling clutching her laptop
Carepatron saves me 2 hours every day.
Aegeus L.
Health Coach
My clients love the client portal.
David T.
Dermatologist
A man smiling
My team loves how simple it is to use.
Andrea Magnus.
Practice manager
Our clients love how easy it is to book an appointment.
Lorena Pérez.
Physical therapist
A man on his laptop

The client communication solution for your healthcare team

Consistent communication improves client outcomes, builds trust, and reduces admin stress. Carepatron’s messaging tools give your team a secure, efficient way to manage updates, reminders, and files—without needing extra tools or systems. Whether you’re in private practice or a growing team, it’s the communication upgrade your clients will appreciate. Reduce cancellations and no-shows: Send secure appointment reminders via message. Clients stay on schedule, while your practice avoids last-minute gaps and reschedules. Minimize admin workload: Handle follow-ups, scheduling, and quick questions within the messaging tool. Free up your front desk and simplify day-to-day communication. Improve follow-up care: Send instructions or check in between visits. Keep clients informed, supported, and more engaged throughout their treatment journey. Deliver a better experience: Quick, clear messaging shows clients you’re responsive and attentive. Build stronger relationships through easy, professional communication.

Reduce cancellations and no-shows

Send secure appointment reminders via message. Clients stay on schedule, while your practice avoids last-minute gaps and reschedules.

Minimize admin workload

Handle follow-ups, scheduling, and quick questions within the messaging tool. Free up your front desk and simplify day-to-day communication.

Improve follow-up care

Send instructions or check in between visits. Keep clients informed, supported, and more engaged throughout their treatment journey.

Deliver a better experience

Quick, clear messaging shows clients you’re responsive and attentive. Build stronger relationships through easy, professional communication.

Carepatron’s communication software features

Carepatron offers powerful tools to streamline your client messaging. With message threads, document sharing, and clinical integration, you’ll spend less time chasing updates—and more time delivering care. Everything connects inside one secure platform, giving your team full visibility and your clients a smooth, professional experience every time. Client-linked conversation threads: Each message is stored in the client’s profile. Keep communication organized, accessible, and easy to reference at any time. Email notifications for new messages: Clients receive email alerts when they have a new message. Stay responsive without needing to manually follow up. Document and form sharing: Send care plans, invoices, or forms directly in the chat. Clients can review and respond within the portal. Integrated with clinical workflows: Messages are viewable alongside notes, appointments, and billing. Everything stays connected, saving you time and improving care continuity.

Client-linked conversation threads

Each message is stored in the client’s profile. Keep communication organized, accessible, and easy to reference at any time.

Email notifications for new messages

Clients receive email alerts when they have a new message. Stay responsive without needing to manually follow up.

Document and form sharing

Send care plans, invoices, or forms directly in the chat. Clients can review and respond within the portal.

Integrated with clinical workflows

Messages are viewable alongside notes, appointments, and billing. Everything stays connected, saving you time and improving care continuity.

The client communication tool for all healthcare teams

Carepatron works across every healthcare discipline. Whether you’re managing a solo practice or collaborating in a large team, our messaging platform supports secure, flexible communication tailored to your workflow. From mental health to general practice, you’ll find tools that improve connection, reduce admin, and support every step of care. For mental health professionals: Share follow-up reflections or check-ins between sessions. Offer support outside of appointments, while keeping communication professional and private. For general practitioners: Send test results, medication instructions, or post-visit notes. Clients stay informed without unnecessary phone calls or extra admin. For allied health teams: Coordinate with clients across nutrition, therapy, or rehab. Share care plans and updates to keep everyone aligned. For multidisciplinary clinics: Enable shared access to messages across your team. Ensure consistent responses and smooth handovers between providers.

For mental health professionals

Share follow-up reflections or check-ins between sessions. Offer support outside of appointments, while keeping communication professional and private.

For allied health teams

Coordinate with clients across nutrition, therapy, or rehab. Share care plans and updates to keep everyone aligned.

For multidisciplinary clinics

Enable shared access to messages across your team. Ensure consistent responses and smooth handovers between providers.

For general practitioners

Send test results, medication instructions, or post-visit notes. Clients stay informed without unnecessary phone calls or extra admin.

The benefits of Carepatron’s messaging software

Carepatron’s messaging tools don’t just simplify communication—they transform your workflow. Boost client satisfaction, reduce administrative tasks, and ensure every message is secure and compliant. With everything in one place, you’ll spend less time chasing updates and more time doing the work that matters most to your practice. Streamlined communication workflows: Centralize messages, files, and updates in one place. Say goodbye to scattered tools and missed conversations. Time-saving automations: Automate reminders and eliminate back-and-forths. Free up time and reduce workload without sacrificing client care. Built-in compliance tools: Communicate confidently with end-to-end encryption and HIPAA-compliant security baked into every message. Improved client connection: Offer fast, clear communication that builds trust. Make clients feel supported before, during, and after each visit.

Streamlined communication workflows

Centralize messages, files, and updates in one place. Say goodbye to scattered tools and missed conversations.

Time-saving automations

Automate reminders and eliminate back-and-forths. Free up time and reduce workload without sacrificing client care.

Built-in compliance tools

Communicate confidently with end-to-end encryption and HIPAA-compliant security baked into every message.

Improved client connection

Offer fast, clear communication that builds trust. Make clients feel supported before, during, and after each visit.

Brief breakdown: How to use our free communication platform

Get up and running with Carepatron’s messaging system in just a few steps. From enabling messaging to sharing documents, everything is built to be intuitive, accessible, and secure—no training needed. You’ll be communicating better and faster within minutes, while keeping every message organized and compliant.

Step 1

Turn on messaging features Enable client messaging from your workspace settings. Customize your preferences to allow two-way messaging, file sharing, and more.

Step 2

After sending the invitation, the patient will receive an email containing a link that directs them to the patient portal registration page.

Step 3

Access full client records instantly Click any message in the inbox to view the full client profile. Jump straight into notes, billing, or appointments—without needing to search or switch tabs.

Step 4

As patients interact with the portal, monitor their activities, appointments, and records to ensure smooth workflows and optimize patient care delivery. This oversight allows for proactive management of patient interactions, ensuring that their needs are met efficiently.

Frequently asked questions

Is Carepatron’s messaging HIPAA-compliant?

If you are on a paid subscription, you will be billed monthly. There are zero additional fees or costs. We accept a range of online payment methods.

Yes. All messaging is encrypted and stored in compliance with HIPAA regulations to protect your clients’ privacy.

Can I send forms and documents through messages?

There are no upfront costs! You will not be asked for your payment details unless you decide to upgrade your account to a paid version.

Absolutely. Share invoices, care plans, and other files directly in the message thread for fast, secure delivery.

Can I assign messages to team members?

No, you can cancel your subscription at anytime, and you won't be billed again. We want you to stay with us because you love Carepatron, not because we locked you into a contract.

Definitely. You can assign team members to specific inboxes, ensuring the right people see the right messages and respond quickly.

Can I access client records from the inbox?

Carepatron values making healthcare accessible for everyone and our first step is to make our price point accessible to practitioners across the globe.

Yes. You can click on any message in your inbox to instantly open the client’s full record—no extra navigation or searching required.

EHR and practice management software

Get started for free

*No credit card required

Free
$0/usd
Unlimited clients
Telehealth
1GB of storage
Client portal text
Automated billing and online payments