Your Carepatron trial wrap-up

Your 14‑day trial · Day 14

Two weeks in, and the door’s still open.

Most practitioners need more than a sign-up to judge a platform. Let us walk through yours with you.

Hi {{customer.first_name | default: "there"}},

Your trial closes today. You won’t lose your workspace — it drops to our Free plan and stays there, so nothing you’ve set up disappears.

Most people who don’t use a trial didn’t get a chance to. Usually the week got away from them, not the product. If that’s you, grab 15 minutes with someone on our team.

Your scheduling, wired up

Calendar sync, reminders, online booking, telehealth links. One pass and it runs itself.

Notes drafted while you work

AI scribe, custom templates, consent forms. See it drafted while you run a real session.

Payments and claims

Invoicing, online payments, and insurance claim filing. Set once, runs for every client.

Pick a time that works. We’ll ask what your practice looks like, point you at the three things most likely to save you a half‑day a week, and leave you alone.

{%- comment -%} Calendly URL branches on team_size per the spec. Larger practices get the longer walkthrough slot; everyone else gets the demonstration slot. {%- endcomment -%} {% if customer.team_size == '16+' %}{% assign calendly_url = 'https://calendly.com/d/cxcp-nf7-d5b/carepatron-walkthrough' %}{% else %}{% assign calendly_url = 'https://calendly.com/d/cwf4-4fp-vr8/carepatron-demonstration' %}{% endif %} Book a 15‑min walkthrough

Or keep exploring on the Free plan.

Rather just write? Reply to this email. We read every one.

Carepatron | 408 W 14th Street, New York, NY 10014

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