HelloNote EMR

by HelloNote  · Based in United States →Practice Management Solution - #1 Medical Practice Management
Orthopedics Physical Medicine & Rehab Sports Medicine

Overview

HelloNote EMR is an all-in-one, cloud-based Electronic Medical Record (EMR) and practice management solution specifically designed for therapy practices, including Physical Therapy (PT), Occupational Therapy (OT), Speech-Language Pathology (SLP), and Chiropractic practices. Founded by practicing therapists, its core mission is to reduce administrative burden and simplify clinical workflows, allowing providers to focus on patient care. The platform offers a comprehensive suite of features for practice management, including streamlined intake with dynamic forms and e-signatures, intelligent scheduling with automated SMS/Email reminders, and integrated billing/collections with claim scrubbing, real-time eligibility verification, and card-on-file payment options. HelloNote 2.0 incorporates AI-driven tools for note automation and transcription services to dictate notes, further cutting down documentation time. It also includes a secure patient portal, telehealth capabilities, and a customizable KPI dashboard for real-time reporting and analytics.

HelloNote is designed to be highly scalable, supporting solo practitioners, new clinics, and multi-location practices. It offers no set-up fees or contracts and includes full training and free data migration services to ensure a seamless transition. The system is HIPAA compliant on every plan, ensuring patient data is encrypted and secure across all features.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • AI-powered documentation tools
  • Automated billing and claim tracking
  • Telehealth capabilities
  • Patient engagement tools (reminders, follow-ups, portal)
  • Kiosk for patient check-ins
  • Intelligent scheduling with automated reminders
  • Customizable therapy-specific templates (PT, OT, SLP, Chiro)
  • Real-time analytics and custom reporting
  • Integrated eFax
  • Free data migration

Use Cases

  • Streamlining documentation for therapy practices
  • Automating billing and claims management
  • Enhancing patient engagement and communication
  • Managing appointments and scheduling
  • Facilitating telehealth sessions
  • Providing real-time analytics for practice performance

What Physicians Need to Know

Ambient Listening Capability
HelloNote offers an AI Scribe feature that utilizes ambient listening to record, summarize, and generate draft clinical notes from patient sessions. This allows therapists to focus on the patient while the AI works in the background to capture the conversation.
EHR Auto-Population
HelloNote's AI-powered features include automated note-taking and the ability to auto-populate demographic fields or prior visit data. This helps eliminate redundancy and saves time.
Note Template Customization
HelloNote provides fully customizable note templates, including SOAP notes, evaluations, and functional assessments, specifically designed for physical, occupational, and speech therapy. Users can create and save their own custom templates by dragging and dropping components to personalize their documentation workflow.
Specialty-Specific Models
HelloNote is an EMR system built specifically for rehabilitation professionals, including physical, occupational, and speech therapists, as well as chiropractors and behavioral health practices. It offers specialty-specific templates, CPT and ICD-10 code support, and workflows tailored to these disciplines.
Real-Time vs Post-Visit Processing
HelloNote's AI Scribe can convert spoken evaluations into structured notes in real-time. The system works quietly during the visit, and after the session, the captured conversation becomes a draft note for the clinician to review, edit, and approve.
Multi-Speaker Recognition
While not explicitly detailed, ambient listening technology generally captures conversations between doctors and patients, implying multi-speaker recognition to differentiate between participants in a clinical discussion.
Note Turnaround Time
The AI Scribe aims to significantly reduce documentation time, with claims of cutting note time nearly in half and saving therapists several hours weekly by automating record documentation. This allows clinicians to often finish their day with fewer tasks.
Chart Review Features
HelloNote's EMR system allows therapists to review prior visits, goals, outcomes, and plan-of-care updates over time. It also includes features that flag missing fields, suggest appropriate codes, or alert users to inconsistencies, which are vital for reducing documentation errors and enhancing compliance. HelloNote also tracks patient goals and outcomes over time, allowing for clear progress reporting.
Physician Tip

Leverage HelloNote's customizable templates and AI Scribe to streamline documentation and reduce after-hours charting. Utilize the specialty-specific features to ensure compliance and accurate billing for your therapy practice. Regularly review the auto-populated data and AI-generated drafts for accuracy and completeness before finalizing. Make use of the reporting and analytics features to track documentation trends and identify areas for workflow improvement.

HelloNote is an all-in-one EMR and practice management system that integrates documentation, scheduling, and billing into a single HIPAA-compliant cloud platform. It offers native AI scribe integration, meaning the draft note is created directly within the EMR, attached to the correct patient encounter, reducing the risk of errors and eliminating the need for copy-pasting from third-party applications. HelloNote also supports integrations with external AI medical scribes like Comprehend PT.

Details

Category Documentation & Scribing, EMR / EHR Systems, Medical Billing & RCM
Pricing Starts at $0/month for a free plan with limitations, with paid plans starting at $25/month.
  • Free EMR: $0/month (up to 2 patients, email support); Practice Management: $25/month; Lite: $49.99/month; Plus: $70/month; Therapist/Clinical Accounts: $45/month (optional add-ons $5/month)
DeploymentCloud-based
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status Unknown AI-estimated — unknown
Integrations
EHR Not specified
Specialties Orthopedics, Physical Medicine & Rehab, Sports Medicine

What the Web Says

HelloNote EMR is a web-based practice management and electronic medical records (EMR) system designed for physical, occupational, and speech therapists. It aims to streamline administrative tasks, clinical workflows, and patient communications by offering an all-in-one solution that includes scheduling, documentation, billing, and patient portals. Many users praise its ease of use, comprehensive features, and excellent customer support.

Overall: Positive

Strengths

  • Easy to use and intuitive interface.
  • Excellent and responsive customer support.
  • All-in-one solution with integrated billing, faxing, email, and text appointment reminders.
  • Affordable pricing, especially for new and small practices.
  • Customizable templates for documentation, including Medicare requirements.
  • Cloud-based access from anywhere with secure patient portal and telehealth capabilities.

Limitations

  • Occasional glitches leading to unsaved information or lost data.
  • Billing setup and payment import from insurance can be challenging.
  • Some features may not be as intuitive as desired, such as setting up appointment reminders.
  • Difficulty in attaching documents directly to specific notes instead of a general download area.
  • Lack of a functional data export path, making it difficult to migrate data if switching EMRs.
  • Limited reporting and business capabilities compared to some alternatives.

Based on reviews from: Software Finder, G2, Capterra, Software Advice, EMRFinder, HelloNote (official site), Reddit, GetApp NZ, TopAdvisor, YouTube

Last updated: 2026-08-23

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Press & Coverage

HelloNote
Superbill for Therapy: A Guide for Cash-Based Practices
This article, published on the HelloNote blog, provides a guide for cash-based therapy practices on utilizing superbills. It highlights how HelloNote EMR can support billing processes for such practices.
2026-08
GeriHab Physical Therapy and Wellness - Facebook
HelloNote EMR: Inside GeriHab Union City with New Tech Kinsley!
This Facebook post introduces Kinsley, a new tech expert at GeriHab Union City, and showcases how she is implementing the HelloNote EMR system to revolutionize patient care.
2026-08
HelloNote
Medicare Billing Guide for PT & OT: 2026 Compliance & Documentation Updates
This guide from HelloNote details the intricate Medicare billing and documentation requirements for physical and occupational therapy services in 2026, emphasizing how HelloNote EMR features can aid compliance and accurate billing.
2026-02
HelloNote
Medicare Telehealth Cliff 2026 Resolved | H.R. 7148 Billing Guide
HelloNote provides an update on the resolution of the 2026 Medicare telehealth cliff, with President Trump signing H.R. 7148 to extend telehealth flexibilities through December 31, 2027. The article highlights how HelloNote EMR assists with automated compliance and billing for telehealth services.
2026-02
HelloNote
AI in Healthcare: How Smart EMR Systems Are Transforming Patient Care
This HelloNote article discusses the transformative role of AI in healthcare, specifically focusing on how smart EMR systems like HelloNote EMR are enhancing efficiency, reducing clinician burnout, and improving patient care through AI-powered solutions.
2025-02
HelloNote
Data Security in EMR Software: Protecting Patient Information
HelloNote addresses the critical importance of data security in EMR software, outlining common threats and explaining how HelloNote EMR prioritizes patient information protection through HIPAA-compliant encryption, multi-layer access controls, and 24/7 monitoring.
2025-01
HelloNote
GeriHab Physical Therapy's Ongoing Journey with HelloNote EMR
This article details GeriHab Physical Therapy's experience with HelloNote EMR since 2020, showcasing how the system has helped streamline operations, improve patient care, and support the practice's growth across multiple locations.
2025-01
HelloNote
Clearinghouse Switching: A Game-Changer for Therapy Billing and Revenue Cycle Management
HelloNote highlights clearinghouse switching as a pivotal feature in therapy billing, explaining how HelloNote EMR integrates this capability to offer clinics flexibility, reduce claim denials, and enhance the speed of reimbursements.
2025-04

Videos

Product demos, reviews, and walkthroughs for HelloNote EMR.

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Frequently Asked Questions

HelloNote's AI Scribe is built directly into the EMR, allowing it to record sessions and generate structured SOAP note drafts within the patient's record. This native integration means the audio stays within the platform and is not transmitted to third-party servers, and the AI can suggest CPT codes based on specific payer rules and patient context. However, the AI Scribe supports the documentation workflow but does not replace the therapist's clinical judgment, and factors like screen lock, internet connectivity, and background noise can interrupt recordings.
Yes, HelloNote EMR is HIPAA compliant, prioritizing data security with features like HIPAA-compliant encryption for patient records, multi-layer access controls, automatic backups, and 24/7 security monitoring. It also includes secure, encrypted messaging within its platform to keep patient chats private, and by 2026, encryption is essentially mandatory for data at rest.
Some users have reported occasional documentation glitches that can cause lost session notes and a lack of functional data export paths, making it difficult to migrate data out of the platform. Other concerns include a lack of mobile functionality and insufficient reporting capabilities.
Several alternatives to HelloNote EMR are available, including SPRY EMR, which offers AI-powered documentation and voice-to-text features. Other highly-rated alternatives for therapy practices include Zanda (formerly Power Diary), Therap Services, WebPT, Jane App, and DrChrono EHR.
Yes, HelloNote provides a library of customizable templates for SOAP notes, initial evaluations, and plans of care, allowing therapists to tailor them to their specific workflow. It also offers features like speech-to-text functionality and auto-filling of recurring data to streamline patient documentation and reduce charting time.
HelloNote offers a Practice Management plan starting at $25 per month, and Therapist/Clinical Accounts are $45 per month. Optional add-ons are available for an additional $5 per month. HelloNote also offers a 'Free Forever EMR plan' for startup practices and solo clinicians, though it has limitations such as being capped at 2 active patients with email-only support.

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Suggest an Edit → | Last Verified: 2026-08-23 | First Added: 2026-08-23
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