Practice Management

Manage your practice seamlessly with reports, such as tasks, billing, referrals, and finances.

Integrated eFaxing, patient portal, consent/intake forms, and payment processing

Ensure compliance, such as Medicare guidelines by tracking POCs and progress notes.

Manage reminders, tasks, and outstanding data through the dashboard

Manage patient flow with automatic patient reminders, and review engagement

Upload documents, track signatures, and patient statements


Reduce no-shows and cancellations
with automated appointment reminders

Dynamic calendar with custom color coding and visit types to easily track appointments

View appointments based on monthly, week, day, and therapist view

Seamlessly drag and drop appointments to change dates, times, or scheduled therapist

Export calendar to Google or Apple device for on the go convenience

Easily open notes, add comments, and add payment information while on the schedule


Designed for Occupational Therapists, Physical Therapists, and Speech Therapists

Save time using templates, to preload data based on diagnosis and insurance payers

Templates available for insurance, wellness, and cash-based practices

Fulfil documentation needs for pediatrics, adults, and mobile-based practices

Compliance reminders for Medicare and private payers, such as authorizations and POCs

Documentation auto-save features to ensure saved data


Multiple clearinghouse integration options to choose from

Streamline billing with a one-click system to submit claims to the insurance

Run financial reports and account receivables, and generate patient statements

Generate patient statements and invoices, and easily print with optional superbill

Claim scrubbing prior to submission to maximize claim accuracy and reduce denials

Auto-post ERAs, including payment information and patient responsibility


Complete Training for your Team and Access to Phone/Email/Online Support




Promote online patient care for patients due to convenience or limitations with real-time and secure video/audio connection.

Dedicated eFax Line

Create a new fax number, or port your existing number to integrate with HelloNote to easily manage faxes, and upload directly to patient charts.

Clinic Reputation

Promote positive engagement with your patients by obtaining positive patient reviews to improve your clinic rating and online presence.

Eligibility Verification

Reduce denials, and automatically check eligibility as a batch to help streamline workflow and save time

Home Exercise Program (HEP)

Improve patient engagement with an online personalized home exercise program.

Billing & Eligibility Solutions

Save time by having one of our billers submit your claims, check eligibility, and post payments.

Digital Marketing

Enhance your clinic flow by quickly sending emails and alerts to patients to promote products or send alets.

Merit-based Incentive Payment System (MIPS)

Add reporting with MIPS integration.

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