Occupational Therapy EMR

Yes. HelloNote includes a library of OT-specific templates for initial evaluations, progress notes, and discharges. You can easily document Activities of Daily Living (ADLs), fine motor skills, and sensory processing goals with our customizable SOAP note engine.

Absolutely. Our system is designed to track patient progress over time. You can set SMART goals and use our "auto-carry forward" feature to see how a patient is progressing in their functional independence from one session to the next.

Yes. HelloNote stays up-to-date with the latest Medicare and ICD-10 coding requirements. We include built-in alerts for the 8-minute rule and certification periods to ensure your documentation is always audit-ready and compensable.

The portal allows clients to sign intake forms electronically, reducing paper waste. It also gives them a secure space to view their home programs, helping them stay engaged with their therapy plan outside of the clinic.

Yes. HelloNote brings documentation, scheduling, and billing into one system, so you can verify insurance eligibility, submit electronic claims, and track payments from one dashboard. This removes double entry and speeds up your reimbursement cycle. On Plus, insurance billing is an add-on starting at $50 per month. On PAYGO, it’s included in the $0.95 billable note price.

Plus is $70 per month for one full-time provider with unlimited notes, including Practice Management. Each extra full-time provider is $45 per month, and part-time providers are $30 per month. PAYGO is $99 per month with unlimited providers and staff, plus $0.75 per standard note or $0.95 per billable note. Lite is $49 per month for solo providers. There are no setup fees and no contracts.

Yes. You can try HelloNote free for up to 30 days, with no credit card required. The trial lets you explore documentation, scheduling, and practice management with up to 2 patients. If you’d like a guided walkthrough built around your OT workflow, you can also book a demo.

Yes. Data migration is included on Plus and PAYGO at no extra cost. Our team transfers your patient records, cases, notes, and billing history from your previous EMR, such as WebPT or another system. Most practices are fully migrated within one to two business days, with no downtime.

Yes. HelloNote AI Scribe is available as an add-on on Plus and PAYGO. It helps draft your notes from the session so you spend less time charting after hours, while you stay in control and review every note before it’s signed.

Yes. HelloNote supports occupational therapy, physical therapy, and speech therapy in one system, so pediatric and multidisciplinary clinics can document, schedule, and bill for every discipline in one place. Each provider works from templates built for their own specialty.