Power Up Your Practice
Thank You for Being Our Partner in Service
Learn everything your EMR can do to future proof your practice. Get results with features like faster clinical notes, instant eligibility, and streamlined billing. Start with training, then turn on the features you need.
Training & Tutorials
- bVideo Guides: Watch our HelloNote YouTube channel for step-by-step tutorials and feature walkthroughs.
- Knowledge Base: Explore our Knowledge Base for helpful articles and frequently asked questions.
Clinical Essentials
- Forms & Templates: Access our comprehensive library of forms and templates for documentation, evaluations, and more.
Support & Assistance
- Dedicated Support: Create a Zendesk Account to easily submit and track support tickets whenever you need assistance.
Integrated Features & Add-Ons
Set up Fiserv, our integrated payment processor, to collect patient payments quickly and securely inside HelloNote. Simplify your workflow with instant payment posting and digital receipts.
👉 Set up Fiserv in HelloNote
Automatically check patient eligibility one by one or in bulk. Prevent denials, save time, and keep eligibility results attached to each patient chart for easy reference.
👉 Learn how to use Eligibility Verification
Cut your documentation time with AI Scribe. Record your notes verbally and let the system create accurate, compliant text automatically.
👉 Activate AI Scribe
Connect ptMantra or My Rehab Connection to HelloNote to assign, track, and personalize home exercises for every patient — all within one platform.
Select the platform you want.
Use Announcement Blasts in HelloNote to send eFax, email, or SMS updates to your team, providers, or patients — quickly, securely, and from one place.
Choose who you want to message.
Create Custom Note Templates in HelloNote to build reusable note layouts that match your documentation style and cut down repetitive charting.
Select a template to load into your evaluation note when you’re ready.
Flowsheet helps you maintain your exercise list in one place — create, edit, delete, or duplicate exercises as your clinic evolves.
Navigate to Flowsheet to manage your exercises.
Integrated Features & Add-Ons
Set up Fiserv, our integrated payment processor, to collect patient payments quickly and securely inside HelloNote. Simplify your workflow with instant payment posting and digital receipts.
👉 Set up Fiserv in HelloNote
Automatically check patient eligibility one by one or in bulk. Prevent denials, save time, and keep eligibility results attached to each patient chart for easy reference.
👉 Learn how to use Eligibility Verification
Fax documentation, plans of care, and authorizations securely from your EMR. No paper, no third-party portals — everything is tracked in your Fax Log.
👉 Enable eFaxing
Cut your documentation time with AI Scribe. Record your notes verbally and let the system create accurate, compliant text automatically.
👉 Activate AI Scribe
Connect ptMantra or My Rehab Connection to HelloNote to assign, track, and personalize home exercises for every patient — all within one platform.
Select the platform you want.
Notify everyone in one go — patients, referring providers, or staff — with important updates, reminders, or announcements directly from HelloNote.
👉 Set up Announcement Blast Feature
Please review your User Settings carefully—these therapist-level options unlock key features and permissions
User Settings
- E - Signature: allows us to stamp the signature on their notes
- Show in schedule: if you want this therapist to be visible to patients scheduling online (requires the schedule widget feature)
- Unavailable Days for Scheduling in case there are certain days/times that the therapist is always off
- Disable Finalize is great for either students or new therapists so you an review their notes prior to allowing them to finalize
- Allow to Archive Patients: mention that ARCHIVE across the whole system is a "soft delete" so even though it deletes it from their view, for HIPAA we still retain it in our database. If you ever need to restore something, please let us know but just be aware that archiving any data typically means you want it deleted. For archiving notes, show them the note manager so they can retrieve notes themselves
- Therapist Rates: go over options for them to add rates to their visits (either fixed or per treatments) in case they want to use the therapist invoice feature
- Documents: medical forms, credentialing applications, therapist licenses, etc. along with renewal dates
- Email POC Portal: allows doctors to sign POCs electronically -> pricing pending
Please review your Office & User Settings to ensure the best HelloNote experience
Office Settings
1. Logo
2. Review link
3. Payment link -> Credit Card processing + any % fee (if allowed in their state)
4. Note Lock feature in case they have therapists who do notes late and they want to restrict them based on number of hours before locking the note. Once locked, an administrator of the office (Master or Office Manager) has to unlock
5. Show referring provider signature -> HelloNote automatically adds a signatures to the Plan of Care (POCs), however if you prefer we can add signature line to the full notes as well. This is not recommended, but we can enable it per request.
6. Header alignment -> most clients use our electronic statements including credit cards
7. Enable SMS and/or Email reminders for patient appointment reminders
8. Patient Appointment Confirmation -> on top of the patient getting an appointment reminder, it will also ask patient to confirm if they are coming vs canceling appointment.
9. Dynamic forms allows clients to create their own intake and consent forms. If they have any existing forms they want us to digitize, please send it to us and we'll do it (Joseph)
-> if they do not have any default forms, we can enable default forms for them
10. Telehealth
11. Email POC Portal -> allows doctors to sign POCs electronically -> pricing pending
12. Clock in/out -> allows users to clock in and out, including a report
13. New Patient Validation -> automates the patient, insurance, and case creation in one screen rather than going to 3. This is useful if user already knows the data right away
14. Auto Fetch 835 Files -> allows us to sync in the ERA/EOB from the clearinghouse without you having to manually download and import them.
15. Auto-audit -> allows us to streamline your billing by sending the claims to the clearinghouse once a note is finalized without you having to review it manually. In case there is an error on the claim (such as missing DOB, NPI, patient address, etc.) it will not go out and be in the "Ready to Send" report for you to review
16. No Show and cancelation rates
17. Text colors on the patient list and schedule (Medicare vs. Non-Medicare vs. Self Pay)
18. Schedule settings default minute interval
19. Default calendar start and end time
20. Expired Authorization Hard Stop -> if auth is ended, it will not allow you to schedule future appointments
21. Authorization Based On Scheduled Visits -> by default we base auths on NOTES, but this setting bases it on scheduled visits
22. Static Events colors
23. Website URL for schedule widget -> if they want the schedule widget on their website