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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

Set up your workspace

Learn to set up your account, branding, services, locations and team. Course 5 lessons · 1 quiz · 16 min

Add your first client

Learn to create client records, run intake, and open the client portal. Course 5 lessons · 1 quiz · 18 min

Run a session

Learn to schedule appointments, run telehealth, and write notes with AI Scribe. Course 5 lessons · 1 quiz · 18 min

Get paid

Learn to connect Stripe, invoice straight from appointments, and automate reminders. Course 5 lessons · 1 quiz · 18 min

Make it yours

Learn to build templates, automations, integrations and AI into how you work. Course 5 lessons · 1 quiz · 16 min

Submit clean claims

Learn the small habits around each session that get insurance claims accepted first time. Course 6 lessons · 1 quiz · 15 min

Popular lessons

Add or import clients Lesson 3 min → Use Carepatron AI Scribe Lesson 3 min → Create your first invoice Lesson 3 min → Run a Telehealth video call Lesson 3 min → Send an intake form Lesson 3 min →

Go deeper with playbooks

Longer reads for when a topic becomes an operation.

Run insurance billing as an operation, not a feature 12 min Build a template library that pays you back 11 min Open a group practice in a week 13 min Automate the boring half of practice life 12 min Get your clinic found online 12 min

Can't find what you need?

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