Carepatron 2.0 launch

Tuesday 21 July 2026, features drop in the afternoon NZT · Carlos owns the launch · copy locked 17 July

You grew. We grew with you. Offer ends Fri 7 Aug

What's new

Make it yoursdelighter

Customise your sidebar: reorder the tools you use every day, hide the ones you don't. A calmer workspace, nothing to relearn.

AI Scribe V3, free

A briefing before the session, a live transcript during it, a signable SOAP or DAP note when you're done. Never trained on your data.

Supervision, built in

Your team signs and submits their notes; you review, approve or send changes from one queue. An activity log keeps every step on record.

Billing overview

Where every appointment stands, all in one list, so nothing slips through.

Managed insurance billingUS only

Our team handles claims end to end, credentialing included. Qualitative rates only, US comms only.

Insightsbeta tag drops 21 Jul

Revenue, appointments and notes in one dashboard, plus a report library.

Public API

Build your own integrations and workflows, starting with client endpoints. developer.carepatron.com.

Key dates

Fri 17 Jul
Copy locked · teaser scheduled tonight (broadcast 165) · breadcrumb post 1 · homepage release staged in Strapi (Quim)
Weekend
YouTube ad scripts drafted (Callum, Carlos reviews)
Mon 20 Jul
Video shoot in person at Blackbird · Michaela: homepage banner, step icons, carousel finals · launch emails and modal staged as drafts · breadcrumb post 2 · CAREPATRON2 tested, annual code created
Tue 21 Jul
Launch. Features drop in the afternoon NZT (sidebar, Insights beta tag off, public API) · homepage and nav deploy · login modal on · founder posts · launch emails around midnight NZT (early morning US, a few hours after prod to test)
Wed 22 Jul
Social carousel around 4am NZT (midday Tuesday in New York; email always lands first) · weekly spotlights from here · offer ends Fri 7 Aug

Messaging

You grew. We grew with you.

Carepatron 2.0: the platform for the practice you've become. Growth is a path, whether it's just you or a team of twenty. Feature-led in app and email, story-led on social and PR.

Never say: redesign, new look, rebrand or logo talk (the sidebar is "make it yours") · Reporting (it's Insights) · under two minutes · co-sign · CND · RCM numbers · em dashes · "thank you" (it's "thanks").

The offer

$1 a month for 3 monthsCAREPATRON2

Trials, free and lapsed. Ends Friday 7 August. Payers get features, not discounts. Test the code in Stripe before anything mentions it.

50% off 12 months annual

Secondary option for team-sized practices. Special code still to be created. Maybe test both offers in the same email for lifecycle comms; David pulled retention numbers on the $1 mechanic.

Copy

Teaser email · tonight

A: You grew. We grew with you. · B: Built for the practice you're becoming · preheader: Carepatron 2.0 arrives Tuesday 21 July. Nothing to set up.

Hi {{customer.first_name | default: "there"}}, You may be running your practice solo. You may have hired your first associate, started taking insurance, or built a whole team around your care. Every practice grows differently. And we have spent the past year building for every one of those steps. On Tuesday, it all comes together: Carepatron 2.0 arrives 21 July. Nothing to set up and nothing to install. It'll all be there when you log in. Thanks, The Carepatron team

Launch email · Tue 21 Jul

A: Carepatron 2.0 is here · B: You grew. We grew with you. · C: The platform for the practice you've become

Variant 1 · paying customers · no offer You grew. We grew with you. Some of you are proudly solo. Some of you have hired a first associate, started taking insurance, or grown into a team of ten or twenty. That growth is your work, your care, and your reputation. Carepatron 2.0 is us keeping up: the platform for the practice you've become. [Hero image from Michaela] Make it yours Customise your sidebar: reorder the tools you use every day and hide the ones you don't, for a calmer workspace that stays out of your way. Same navigation, nothing to relearn. More time for care, from day one AI Scribe V3 is live and free. A briefing before the session, a live transcript during it, and a signable SOAP or DAP note when you're done. Edit inline and capture ICD-10 codes for billing. Your data is never used to train AI. Confidence for your first hire Supervision is built in. Your team signs and submits their notes, and you review, approve or send changes from one queue. An activity log keeps every step on record. Built for associates, trainees and provisional licensees. Billing you can actually see The new billing overview shows where every appointment stands, all in one list, so nothing slips through. {% if customer.country == "US" %} Insurance billing, off your plate Take on more insurance clients while our team handles your claims end to end, with credentialing included at simple, affordable rates. Book a walkthrough to see if it fits your practice. {% endif %} Your whole practice, at a glance Introducing Insights: revenue, appointments and notes in one dashboard, compared against last period. Plus a report library covering everything from outstanding balances to end-of-day totals. Built for what you build next Our public API is here. Build your own integrations and workflows on top of Carepatron, starting with client endpoints. The docs are live at developer.carepatron.com. Same Carepatron. Same price. A lot more practice. Everything arrives automatically, with no setup and no migration. And 2.0 is just the start. [CTA: See what's new] Thanks, The Carepatron team
Variant 2 · trials and free · same spine, then close with: One more thing. To mark the launch, you can get your first 3 months for $1 a month, until Friday 7 August. Or, if you are building for the long run, take 50% off your first 12 months on an annual plan. [CTA: Claim the launch offer] Thanks, The Carepatron team
Variant 3 · lapsed · subject: Your Carepatron trial has been reset You grew. We grew with you. Your practice may look different from the last time you tried Carepatron. Carepatron works differently too, where it counts: a free AI scribe that follows the whole session, supervision built in for growing teams, a billing overview that shows where every appointment stands, insights across the whole practice, and a workspace you can make your own. We have reset your free trial so you can see it properly. No card needed. Just log in. [CTA: Take another look] Thanks, The Carepatron team

Lapsed sends on MillionVerifier cleaned lists only. The $1 offer for lapsed lands near trial expiry, not in this email. Managed billing block renders only where country = US.

In-app modal · on login from 21 Jul

Eyebrow: Carepatron 2.0 Headline: Built for the practice you're becoming Subhead: New tools for every stage of growth, whether it's just you or a team of twenty. Everything is already on, with no setup and no price change. What is new: · Make it yours: reorder your sidebar and hide what you don't use · AI Scribe V3, free: a briefing, a live transcript, a signable SOAP or DAP note · Supervision, built in: review, approve or send changes from one queue · The billing overview: where every appointment stands, one list · Insights: your whole practice in one dashboard, plus a report library · The public API, live at developer.carepatron.com · US only: managed billing, our team handles your claims end to end Primary CTA: Explore Carepatron 2.0

Founder post · Jamie · LinkedIn, 21 Jul

When we started Carepatron, we met clinicians who were doing everything themselves. They were caring for clients, writing notes, managing schedules, collecting payments and slowly building a reputation in their communities. Some are still proudly independent. Others have since hired their first associate, started supervising interns, begun taking insurance or grown into practices of ten or twenty people. That growth belongs to them. It comes from the quality of their care, the trust they earn and the decision to keep investing in what they are building. We had the privilege of growing alongside them. Today we're introducing Carepatron 2.0. It brings together the tools a practice needs at different stages: a free AI scribe, supervision built in, a clearer billing overview, insights across the whole practice, a public API, and a workspace you can shape around how you work. There is no assumption that every practitioner wants a large team. Growth can mean protecting more time for clients, running a steadier solo practice or feeling ready for a first hire. Our job is to support that path, every step of the way. You grew. We grew with you. Carepatron 2.0 is here. [link to landing page]
Breadcrumb 1 (Fri 17 Jul): Practices rarely begin with a team of twenty. They begin with one practitioner, a few clients and the decision to keep going. Something new is growing at Carepatron on 21 July. Breadcrumb 2 (Mon 20 Jul): Growth looks different for every practitioner. More time for care. A first hire. A clearer view of the business. A team built with confidence. You grew. We grew with you. Tomorrow.

Carousel · 9 slides, Michaela refining

1 · Cover: You grew, we grew with you. Carepatron 2.0 is here, swipe to see what's new. 2 · Make it yours: The sidebar, your way. Reorder the tools you use every day, hide the ones you don't, and get a calmer look that stays out of your way. 3 · Walk in prepared, walk out done: AI Scribe V3 is live and free. A briefing before the session, a live transcript during it, and a signable SOAP or DAP note when you're done. Plus, your data is never used to train AI. 4 · Confidence for your first hire: Supervision, built in. Your team signs and submits their notes, and you review, approve or send changes from one queue. An activity log keeps every step on record. 5 · Billing you can actually see: Every appointment, one view. The new billing overview shows where every appointment stands, all in one list, so nothing slips through. 6 · Insurance billing, off your plate (US only): Done for you, by our billing team. Claims handled end to end, credentialing included, at simple, affordable rates. Book a walkthrough. 7 · Your whole practice, at a glance: Introducing Insights. Revenue, appointments and notes in one dashboard, compared against last period. Plus a report library. 8 · Built for what you build next: Our public API is here. Build your own integrations and workflows, starting with client endpoints. Docs live at developer.carepatron.com. 9 · Closer: You grew, we grew with you. See what's new.

Two versions: public social and tactical paid, each with US and non-US variants (slide 6 out). Fix three typos in the current build: "Done for your", "and your review", "everyday". Add the roadmap teaser slide: 2.0 is just the start, high-level themes only.

Social captions · for the carousel post

LinkedIn and Facebook: You grew. We grew with you. Today we're launching Carepatron 2.0: the platform for the practice you've become. A sidebar you can make your own. A free AI scribe. Supervision, built in. A billing overview where nothing slips through. Insights across your whole practice. And our new public API. It's all in your workspace already, with nothing to set up. Swipe to see what's new. Instagram, short: Carepatron 2.0 is here. New tools for every stage of your practice, whether it's just you or a growing team. Swipe to see what's new.

Homepage banner · for Michaela, replaces the releases page for now

Banner text: Carepatron 2.0 is here: new tools for every stage of your practice CTA: See what's new [links to the campaign page]

Callum derives the website banner from the social caption so everything sings from the same sheet. Not the promo green; Michaela is styling it with an image, Monday.

Paid and SEM

Meta, general: Your practice may begin with one practitioner and grow one considered step at a time. Carepatron 2.0 supports you from notes and scheduling to supervision, billing visibility and insights. You grew. We grew with you. Meta, pain point: Outgrowing your tools does not happen all at once. It starts with a second set of notes to review, another billing status to track, or a team that needs shared visibility. Carepatron 2.0 is built for the practice you're becoming. Meta, retargeting with offer: Take another look at Carepatron 2.0, built for every stage of a growing practice. Get 3 months for $1 a month until Friday 7 August, or 50% off 12 months annual. For trial, free and returning users. [Code CAREPATRON2] SEM headlines: Carepatron 2.0 is here · Built for practice growth · From solo to full practice · Free AI scribe for notes · Supervision built in · Practice insights in one view · See every billing status · 3 months for $1 a month

SDR talk track

Before the 21st: "We're launching Carepatron 2.0 on the 21st. It is built around how practices actually grow: running solo, making a first hire, taking insurance, building a team. I'd be interested to hear which stage feels most relevant to you." Opener: "Carepatron 2.0 supports the practice you run today and the one you may be building next. You can start with scheduling, payments and a free AI scribe, then add supervision, billing visibility and whole practice insights as your needs grow. Everything arrives automatically, with no setup or migration." Notes and admin time: "If notes are the main pressure, AI Scribe V3 prepares a briefing before the session, transcribes it live, and produces a signable SOAP or DAP note by the time you're done. It is free, and your data is never used to train the AI." Team or visibility: "If the challenge is a growing team, supervision is built in: your team signs and submits notes, you review, approve or send changes from one queue, and an activity log keeps every step on record. And Insights brings revenue, appointments and notes into one dashboard." Existing tools: "Everything you may have switched to a bigger EHR for, supervision, billing visibility, insights, is now in the tool clinicians actually like using. And the public API is live, starting with client endpoints." US, if billing admin comes up: "There is also managed billing: our team handles your claims end to end, credentialing included, so you can take on more insurance clients." Close: "We have reset your free trial, so you can take another look without a card. If it fits, there is a launch offer until Friday 7 August: 3 months for $1 a month, or 50% off 12 months annual."

Video script · locked by Callum · Maddy or Emily

Hey everyone, I'm Maddy from Carepatron and today, we're launching Carepatron 2.0. From going solo to growing teams, we love hearing the growth stories from across the Carepatron community. So 2.0 is simple: help you grow and scale your care, without the busywork growing with you. Here's what's new. Make it yours. We've added the ability to customize your sidebar and hide what you don't use, so you get a calmer workspace. A new, free AI scribe. A briefing before the session, a live transcript during it, and a signable SOAP or DAP note when you're done. Supervision, built in. Your team submits their notes, and you review, approve, or send changes from one queue, with an activity log keeping every step on record. A billing overview that shows where every appointment stands, all in one list, so nothing slips through. For our US customers, managed insurance billing. Take on more insurance clients while our team handles your claims end to end, with credentialing included. Insights. Your revenue, appointments, and notes in one dashboard, plus a full report library. And finally, our new public API launches today, so you can build your own integrations and workflows on top of Carepatron. Try it today for free at Carepatron.com.

Shot on iPhone with a mic, UI layered in post. US and non-US cuts (managed billing line out). Shorter outbound cut from Callum is with Carlos for review.

Assets

Teaser emailCIO broadcast 165
Carlos schedules tonight
Launch emails × 3
stage Mon 20 · Carlos + Claude
Login modalCIO campaign 88
final copy, hero, CTA, segment
Carousel, 9 slides × 2 versions
Michaela rebuilds UI mockups · Mon 20
Video
shoot Mon 20 at Blackbird, iPhone + mic, interview style option
Homepage banner + step icons
Michaela · Mon 20
Homepage + nav
Quim · staged now, deploys Tue 21
Campaign landing pagemockup live
Priya reviews, then Strapi build
YouTube ad scripts
Callum · this weekend
Meta audiences + tracking check
Jasper
Founder posts, Jamie + David
drafts ready, they personalise
PR note
Callum · embargo to 21 Jul
Paid + SEM flip
Jasper · 21 Jul
SDR one-pager + talk track
Glenn distributes

To do

Lock copy, update this page, load final teaser into broadcast 165 (says Tuesday, not Monday)
Social captions and homepage banner copy drafted (Copy section above); send to Michaela and Callum
Schedule teaser broadcast 165 tonight
Test CAREPATRON2 end to end in Stripe; create the 50% annual code
Campaign landing page mockup for Priya: cp2-campaign.carlosmccoy.xyz (CTA: start a free trial)
Stage the 3 launch emails with the US-only managed billing block
Update modal campaign 88: copy, hero, CTA URL, trigger segment
Ask Justin (platform channel): how long from API signup to authenticated access
Decide carousel order: API stays last or moves up to slide 3
Jasper: confirm tracking holds through the homepage and nav change
Review Callum's YouTube scripts and shortened outbound script
Michaela: typo fixes + roadmap teaser slide in the carousel