Carepatron 2.0: focus on care. Your back office runs itself.

When you started with Carepatron, it was probably just you. A laptop and a calendar. Now there are associates to supervise, insurers to bill, a front desk fielding texts, and a hundred small admin tasks between you and the work that matters.

Carepatron 2.0 is built for exactly that practice. The AI scribe now runs the whole session. Insurance billing comes off your plate. Supervisors can co-sign their team’s notes. Email, secure messages, and texts live in one inbox. And you can finally see how the whole practice is tracking. Same Carepatron. Same price. A lot more practice.

It all adds up to one thing. You focus on care, and your back office takes care of itself, no matter how big your practice gets.

The free AI scribe is reimagined in 2.0. Walk into every session briefed. Watch the note write itself live. Get a complete, signable SOAP or DAP note in under two minutes, with diagnosis codes captured on the note so they carry into billing without re-entry. Still free, on every plan.

Read the full AI Scribe 3.0 release for the details.

Our billing specialists handle eligibility checks, coding review, claim submission, denials, and appeals, with free credentialing to get you on panels. Claims go out daily, not batched at month end. It is a real team doing the work, so growth never becomes a billing headache.

And the new Billing List gives you full visibility into every appointment’s billing status on one page, with live totals for what is uninvoiced, unsubmitted, rejected, denied, waiting on insurance, and paid.

• Supervisor sign-off. Review, co-sign, or return your team’s notes from one queue. Every signature is timestamped and audit ready for your licensing board. Built for associates, interns, and provisional licensure.
• One inbox, and never miss a message. Email and secure messages land in a single, searchable stream, with in-app, push, and email alerts so nothing slips. Your team can claim or assign any incoming message, and clients get their own Messages inbox.
• Text clients back. Two-way SMS from your own Carepatron number, so you can stop texting from your personal phone. Opt-in and STOP handling are built in.

New Insights bring your operations, finances, and utilization together in one view. This month vs last, this year vs last, so you can see what is really happening and decide what is next. Insights roll out to workspaces in stages through the 2.0 release.

• Automations you build. Start from a template or design your own on a drag and drop canvas, with branching and loops. No more bolting on a separate tool.
• Connect your stack. A new public API lets your team, or your developer, build integrations and move data between Carepatron and the tools you already use.

Ready to see it? Log in and look around, everything new lands right in your workspace, or book a 2.0 walkthrough. If something feels off, tell us through the in-app messenger. Your feedback shapes what we build next.