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In the evolving world of outpatient care, therapy practices face an ongoing challenge: bridging the gap between clinical delivery and financial management. HelloNote and Fiserv are actively closing that gap.
Through a strategic collaboration that integrates HelloNote’s therapy-specific EMR with Fiserv’s enterprise-grade payment infrastructure (including Clover POS), clinics gain a seamless, end-to-end operational platform designed for PT, OT, SLP, and behavioral health practices.
This isn’t a future concept—it’s already live.
Merging Clinical Precision with Fintech Infrastructure
HelloNote was built by therapists to solve documentation, scheduling, billing, and workflow challenges unique to rehab and behavioral health practices.
Fiserv, a global leader in payment processing and financial services, brings secure, compliant fintech infrastructure trusted across healthcare and enterprise commerce.
Together, they create a unified clinical-financial ecosystem that replaces fragmented systems with a single, connected experience.
Clover Payments Embedded Within Clinical Documentation
One of the most impactful outcomes of the HelloNote–Fiserv collaboration is the direct integration of Clover POS into the HelloNote workflow.
What This Enables for Therapy Clinics
Clinics can now:
- Trigger copay or balance collection the moment a SOAP note is signed
- Automatically flag outstanding balances for front-desk follow-up
- Accept payments in-clinic or via secure email/text links
- Reduce patient confusion around billing timing
- Improve point-of-service collection rates
Early use cases show up to a 20% increase in point-of-service collections simply by aligning care delivery with payment collection.
How to Set Up Credit Card Processing in HelloNote
Step 1 – Access the Payments Tab
- Log into HelloNote
- Navigate to the Payments tab from the dashboard
Step 2 – Open the Credit Card Profile
- Click Credit Card Profile
- Securely add, view, and manage stored payment methods
Step 3 – Enrollment & Integration
- If not enrolled, contact HelloNote Support
- Complete the Fiserv integration process
- Receive setup instructions and agreements
Step 4 – Start Collecting Payments
Once activated, clinics can:
- Store cards securely
- Run charges at point of care
- Automate balance collection
- Support recurring billing where appropriate
All transactions are PCI-compliant and HIPAA-aligned.
Giving Small Practices Big Banking Power
Access to capital is a major growth barrier for many therapy practices. With real-time billing and revenue data flowing through the HelloNote–Fiserv system, clinics unlock new financial opportunities.
Financial Capabilities Enabled by Integration
- Data-driven credit eligibility
- Merchant cash advances
- Financing tied to receivables
- Revenue-linked financial dashboards
This gives solo and small group practices access to tools traditionally reserved for large healthcare systems.
Disrupting Legacy Systems in Rehab and Behavioral Health
Most EMRs stop at documentation.
Most payment platforms stop at transactions.
HelloNote and Fiserv unify both.
What Makes This Different
One Dashboard. Total Clarity.
Practice owners can now monitor:
- Clinical productivity
- Copay collection rates
- Billing performance
- Outstanding balances
- Therapist-level unit economics
All in one place—without exporting reports or reconciling multiple systems.
The Future Is Already Here
By integrating clinical care delivery with financial infrastructure, HelloNote and Fiserv are empowering the care economy.
Therapy practices gain:
- Stronger cash flow
- Better patient experience
- Reduced operational friction
- Scalable, future-ready systems
Whether you’re a solo provider or a growing multi-location group, this collaboration is reshaping how modern therapy clinics operate.
Frequently Asked Questions
Q1: What is the HelloNote and Fiserv integration?
It’s a direct integration that embeds Fiserv’s payment processing (including Clover POS) into HelloNote’s EMR, allowing clinics to collect payments inside clinical workflows.
Q2: Is credit card data stored securely in HelloNote?
Yes. All payment data is handled through Fiserv’s PCI-compliant infrastructure and securely integrated into HelloNote.
Q3: Can clinics collect payments at the time of documentation?
Yes. Payments can be triggered when SOAP notes are signed or balances are identified—improving point-of-service collection.
Q4: Who benefits most from this integration?
PT, OT, SLP, and behavioral health clinics—especially small and growing practices that want enterprise-grade financial tools without added complexity.
Q5: Do clinics need additional hardware to use Clover payments?
No. Payments can be collected digitally via email/text links or existing setups, depending on clinic preference.
Ready to Activate Fiserv Payments Inside HelloNote?
Book a HelloNote demo or contact our support team to enable secure, in-session payment collection built for therapists and backed by global fintech infrastructure.
