HelloNote

HelloNote’s documentation feature provides customizable SOAP note templates for recording patient information and clinical notes. Additionally, notes can be configured for different documentation requirements. Documentation is also connected with billing workflows, so signed notes feed directly into charge capture and claims submission, with CPT codes linked to each completed note.

HelloNote’s scheduling system helps manage appointments through a shared calendar. Practices can create single, recurring, or group appointments and use appointment reminders to communicate scheduled visits. Color-coded views highlight each clinician's caseload and show room availability, while built-in rules prevent double-booking and flag appointments that approach a patient's authorization limit.

The platform's billing tools support claim management, eligibility verification, and billing workflows. The platform provides real-time claim tracking and includes billing-related compliance functions. Its release notes also document an Inovalon API for eligibility checks and features such as denial management dashboards and reports for monitoring billing activity.

HelloNote software includes video conferencing for conducting therapy sessions remotely within the platform. Virtual appointments are booked through the same scheduling calendar, and patients join through the patient portal after completing digital intake and signing consent forms online. Telehealth is integrated with the broader EMR workflow, so providers can access patient documentation and other practice functions while conducting virtual sessions.

The platform supports communication before and between appointments. It includes automated appointment reminders, follow-up communications, and a patient portal. Intake and consent forms are also available, allowing patients to provide information through the platform rather than relying entirely on manual communication.

HelloNote’s analytics and reporting tools use scheduling, documentation, and billing data to create dashboards and reports. Users can filter information by clinician, location, diagnosis, or payers and compare revenue trends over time. The platform also provides customizable widgets and scheduled reports that can be delivered as PDFs.

HelloNote's AI tools span documentation, billing, and patient retention. AI Scribe converts spoken evaluations into structured notes and suggests clinical phrasing as providers chart, while SMART goal generators help set measurable objectives and auto-summaries condense lengthy progress notes into shorter narratives. For administrative work, machine-learning claim scrubbers check for code-pairing conflicts and missing modifiers before submission, and authorization trackers predict when visit limits may be reached. Additionally, engagement algorithms flag patients at risk of dropping out based on attendance, symptom scores, and messaging frequency, while Scheduling AI recommends appointment times that match patient preferences and past adherence.