HelloNote University
Master HelloNote: Your Guide to EMR Excellence
Unlock the full potential of HelloNote with our comprehensive training resources. Whether you’re just getting started or looking to optimize your workflow, HelloNote University has everything you need.
Everything You Need
Welcome to HelloNote University!
Welcome to HelloNote University—your hub for learning, growth, and professional development within the HelloNote ecosystem. Whether you’re just starting your practice or looking to expand your skills, our university platform offers hands-on guidance and certifications designed to help you succeed and be recognized for your achievements.
Step-by-Step Training
Core Training Modules
We understand how overwhelming it can be to start your own therapy practice. These videos and guides will help you through the actual workflows you’ll use inside HelloNote, from scheduling and documentation to billing and patient engagement.
Getting Started
- HelloNote Setup Basics [Video, 8 min]
- Navigating the Dashboard [Guide, PDF, 10 min]
- Profile & Preferences Customization [Video, 6 min]
Patient Management
- Patient Intake and Chart Creation [Video, 12 min]
- Scheduling and Appointment Tools [Guide, 7 min]
- Creating Progress Notes and SOAP Notes [Video, 9 min]
Billing & Insurance
- Claims Submission Process [Video, 15 min]
- Setting Up Fiserv Payments [Guide, 10 min]
- Eligibility Verification Workflow [Video, 8 min]
Reporting & Analytics
- Running Visit Reports [Video, 6 min]
- Revenue Report Deep Dive [Guide, PDF, 12 min]
- Tracking Patient Outcomes with KPIs [Video, 10 min]
Learn More
Common Questions We Get
How do I create a patient profile?
HelloNote University is built around real-world workflows, not generic theory. Our courses are designed by therapists and product experts who understand how therapy practices function daily. Every module mirrors the actual steps you’ll take in your HelloNote platform—making learning directly applicable to your work.
Can I set recurring appointments?
Yes! All HelloNote University courses are 100% self-paced and available online. You can log in anytime, from any device, and progress at a speed that works for you. Whether you’re learning between sessions or after hours, HelloNote University fits into your schedule.
What do I do if a claim gets denied?
Upon completing each certification track, you’ll receive an official HelloNote Certificate of Completion and digital badge. These can be added to your resume, LinkedIn profile, clinic website, or printed for display. Some advanced users may also be invited to become HelloNote Brand Ambassadors.
HelloNote University
Pro Tips for Mastery of HelloNote
Want to get even more out of HelloNote? Discover hidden features, advanced settings, and workflow hacks like:
- Setting up custom templates for faster notes
- Using smart search to find past patient records
- Automating billing steps for multi-therapist clinics
Community Forum
Connect with Other HelloNote Users
Join our online community to exchange ideas, solve challenges, and get insights from fellow HelloNote users.
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