Prototype v2
Free · No sign in needed

Learn Carepatron,
one job at a time

Short, practical courses for every practice, whether you're setting up your workspace, running your first sessions, or bringing your whole team across.

Start with setup Browse all courses

Learn the essentials

All courses →

Set up your workspace

Learn to set up your account, branding, services, locations and team. Course 5 lessons · 1 quiz · 25 min

Add your first client

Learn to create client records, run intake, and open the client portal. Course 5 lessons · 1 quiz · 25 min

Run a session

Learn to schedule appointments, run telehealth, and write notes with AI Scribe. Course 5 lessons · 1 quiz · 30 min

Get paid

Learn to connect Stripe, invoice straight from appointments, and automate reminders. Course 5 lessons · 1 quiz · 25 min

Make it yours

Learn to build templates, automations, integrations and AI into how you work. Course 5 lessons · 1 quiz · 25 min

Popular lessons

All lessons →
Add a clientLesson 4 min→ Write a note with AI ScribeLesson 3 min→ Create your first invoiceLesson 3 min→ Set up telehealthLesson 4 min→ Send an intake formLesson 3 min→

Go deeper with playbooks

Longer reads for when a topic becomes an operation.

Run insurance billing as an operation, not a feature12 min Build a template library that pays you back11 min Open a group practice in a week13 min Automate the boring half of practice life12 min Get your clinic found online12 min

Can't find what you need?

Search the help centre for the specifics, or book a free call and we'll walk you through it.

Book a call Visit the help centre →