About HelloNote
HelloNote is a cloud-based practice management and electronic medical records (EMR) platform specifically designed for rehabilitation professionals, including physical, occupational, and speech therapists, as well as chiropractors. The platform aims to streamline clinical workflows, improve patient care, and boost operational efficiency by integrating features such as scheduling, clinical documentation, billing, and telehealth. HelloNote was developed by therapists for therapists, addressing the common frustrations with existing EMR systems that were often clunky and inefficient for their specific needs.
For physicians, HelloNote offers a comprehensive suite of tools to reduce administrative burden and allow more time for patient care. Key features include customizable templates for evaluations, SOAP notes, progress notes, and discharge summaries, with AI-powered tools for faster documentation and clinical decision support. The system also provides intelligent scheduling, automated appointment reminders, and a secure patient portal to enhance patient engagement. Furthermore, HelloNote integrates billing and claims management, offering automated billing, real-time claim tracking, eligibility verification, and AI-based coding to reduce errors and accelerate reimbursements. The platform is HIPAA-compliant and accessible from anywhere, supporting both solo practitioners and multi-location clinics.
Focus Areas
Business Intelligence
| Key Investors | Greater Sum Ventures (invested 2025) |
| Partnerships | Comprehend PT |
| Acquisitions | unknown |
| Technology | Cloud-based, AI-powered features (machine learning, generative-text engine, natural-language processing, predictive analytics), HIPAA-compliant infrastructure |
What Physicians Need to Know
HelloNote is designed by clinicians for clinicians, offering an all-in-one, cloud-based solution that prioritizes efficiency and compliance. Physicians in physical therapy, occupational therapy, speech therapy, chiropractic, and behavioral health can benefit from its specialized templates, AI-powered documentation (like AI Scribe for generating SOAP notes), and integrated billing to reduce administrative burden and focus more on patient care. The built-in telehealth and patient engagement tools also streamline communication and virtual care delivery. HelloNote offers a free plan for up to 2 patients, with no setup fees or contracts, making it accessible for practices of all sizes.
HelloNote is presented as an all-in-one solution, emphasizing its comprehensive suite of features within a single platform, including EMR, practice management, billing, scheduling, telehealth, and patient engagement. While the provided information highlights its integrated nature, specific third-party integrations are not explicitly detailed. The platform aims to eliminate the need for separate applications by offering a connected system for all practice workflows.
What the Web Says
HelloNote is a web-based therapy practice management software designed for physical, occupational, and speech therapists, offering features like patient scheduling, documentation, and billing. Reviewers generally praise its ease of use, comprehensive features for small practices, and excellent customer support. However, some users have reported occasional glitches leading to data loss and limitations with billing integration and data export.
Overall: PositiveStrengths
- Easy to use and user-friendly interface.
- Excellent and responsive customer support.
- Comprehensive features for documentation, billing, and practice management.
- Affordable pricing, especially for small businesses and new practices.
- Customizable templates and automated rules.
- Streamlines documentation and administrative tasks, saving time.
Limitations
- Occasional glitches leading to data loss.
- Billing integration could be improved.
- User interface could benefit from a facelift.
- Limited customization options for some fields.
- No direct method to download documents into specific notes.
- No functional data export path to leave the platform.
Based on reviews from: G2, Capterra, Software Finder, Software Advice, Reddit
Last updated: 2026-08-23
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