HelloNote

What Is HelloNote?

HelloNote is a web-based practice management, EMR, and billing platform built for therapy and behavioral health professionals. The platform covers SOAP documentation with customizable templates, compliance and billing, patient engagement, scheduling, a patient kiosk, telehealth, and analytics and reporting. Additionally, its AI Scribe drafts SOAP notes from recorded sessions for providers to review and finalize.

What Is HelloNote Best For?

AI Scribe is where HelloNote stands out for therapy documentation. HelloNote records the session and generates a structured SOAP note draft inside the platform for the provider to review and finalize. The extent to which this reduces time spent on documentation however depends on the provider’s workflow and the amount of review or editing required.

How Much Does HelloNote Cost?

HelloNote pricing starts at $49.99/month with the Lite plan for one user, and includes practice management, EMR documentation, and online support. Further pricing tiers include:

• Free: $0/month
• Plus: $70/month/user (or $99.00 base price + $0.75/note for HelloNote Auto)

Beyond the subscription, additional costs may include:

• Clearinghouse: Costs around $25 and is available as an add-on
• Practice Management: Practices can invest in this add-on that costs around $25
• Additional Provider: $30/month part-time or $45/month full-time

Pricing is generally viewed positively, with several users describing the cost as affordable or competitive. However, some feedback indicates that pricing can become less favorable for solo practitioners requiring multiple account types or when ongoing access is needed after leaving.

Disclaimer: The pricing is subject to change.

HelloNote Integrations

The platform integrates with multiple platforms, including:

• ClaimMD
• Go High Level
• Inovalon
• TriZetto

How Does HelloNote Work?

Here is how you can access HelloNote and move through a typical therapy session workflow:

• Log in to HelloNote and navigate the dashboard to review the day's schedule
• Schedule appointments using single, recurring, or group booking with automated patient reminders
• Check patients in through the kiosk system to reduce front desk workload at arrival
• Record the session with AI Scribe; HelloNote generates a structured SOAP note draft for review
• Use customizable SOAP note templates to complete documentation manually when session recording is not used
• Submit insurance claims through the billing module with eligibility verification and claim tracking included
• Conduct telehealth sessions using built-in video conferencing without switching to a separate tool
• Review revenue, visit productivity, and billing performance through the analytics and reporting dashboard

Who Is HelloNote For?

The platform caters to providers in various specialties, including:

• Mental health
• Occupational therapy
• Chiropractors
• Speech-language pathology
• Behavioral health
• Physical therapy
• Massage therapy

HelloNote Use Cases

Based on our analysis of HelloNote features and user feedback, we have identified a few scenarios where it fits well:

Solo Practitioners Who Need A Full EMR Without Setup Costs

A solo practitioner starting a new practice or transitioning from another EMR may face an entry cost challenge; setup fees and annual contracts can represent a significant financial commitment before revenue is established. HelloNote's Free plan requires no setup fee and no contract, and the Lite plan at $49.99/month covers the core feature set for a single-user practice. Practices that grow beyond a single provider can transition to the Plus or Auto plans without changing platforms.

Practices That Require Built-In Telehealth

Therapy practices offering virtual sessions typically add a telehealth platform alongside their EMR. This creates a separate login, a separate subscription, and a documentation step that bridges two systems. HelloNote's built-in telehealth handles virtual sessions, with documentation and billing handled in the same environment. Practices where virtual care is a regular part of the clinical mix can avoid the coordination overhead of running two parallel systems.

Practices Looking To Improve Patient No-Shows

Missed appointments reduce practice revenue and create scheduling gaps that are difficult to fill on short notice, particularly for smaller practices where each cancelled slot can have a larger impact on daily productivity. HelloNote's patient engagement tools include automated appointment reminders and follow-up communications that can keep patients informed between visits and help reduce no-shows

Billing Companies And Multi-Discipline Practices Managing Multiple Providers

Practices with physical, occupational, and speech therapists under one roof may end up running separate documentation tools for each discipline, which splits patient records and billing across systems. HelloNote covers physical therapy, OT, SLP, chiropractic, massage, and behavioral health documentation in one platform, so every provider's notes feed into the same billing workflow. Practice owners can also filter reports by clinician or location, which makes it easier to compare productivity and revenue across disciplines without pulling data from separate systems.

Is HelloNote Right For You?

If your practice wants to consolidate documentation and insurance billing, HelloNote is worth consideration. The Free plan provides a low-risk entry point before committing, while the Lite, Plus, and Auto plans can scale with increased provider headcount and note volume without requiring a system change.

Trusted by Therapy1 and Andrew Brough Physical Therapy, HelloNote is HIPAA compliant, with built-in compliance rules monitoring documentation completeness, signature requirements, and authorization limits. Additionally, encryption, role-based permissions, and an immutable change log support audit readiness, and a Business Associate Agreement (BAA) is available for practices that require one.

Still not sure about HelloNote? Contact us at (661) 384-7070 and we can help you make an informed decision.