Occupational Therapy EMR

Tailored Solutions
Built for Occupational Therapists, Designed for Efficiency
At HelloNote, we understand the unique challenges of running an occupational therapy practice—from managing diverse treatment plans to documenting patient progress and coordinating care. That’s why we created an all-in-one EMR solution tailored specifically for occupational therapists. With features designed to streamline documentation, simplify scheduling, and optimize billing, HelloNote helps you reduce administrative work so you can focus on what matters most—helping your patients improve their daily function and independence.
testimonials
What Our Clients Say
Nick at HelloNote has been very responsive and helpful throughout the entire onboarding process. Melanie explains the software very well and make it relatable to PTs. So far very happy with Hello Note
Christina Garcia
Business Owner
It has been great to have a documentation system that has everything I need as a sole practitioner. The trainings are good and Sara in billing is great. Carlos has been very responsive as well with any questions that arise!
Rachael MacGregor
Sole Practitioner
Nick and the team at HelloNote have been extremely helpful with getting my physical therapy practice started. Hellonote is simple and easy to learn for anybody looking for an EMR software. They have integrated e-fax, billing, and other tools to help with efficiency and compliance!
Andrew Brough
Physical Therapist
From the perspective of both a business owner and a physical therapist with over a decade of experience, I can say that HelloNote is a fantastic EMR after having worked with a number of different EMRs in the past. HelloNote’s EMR setup is very intuitive to learn to use. Documentation is easy. Also the customer support team is very responsive. Thank you!
Scott McAmis
Business Owner
“We’ve used several EMR systems over the years, but this is the first one that truly feels built for therapists, by therapists. It’s intuitive, reliable, and the customer support is next-level. Our entire team made the switch seamlessly, and we’re not looking back.”
Cindy Jones
CEO of Therapy1
Get The Tools You Need
Everything You Need for Your Occupational Therapy Practice

Schedule Appointments
Effortlessly book individual, recurring, or group therapy sessions, with automated reminders that reduce no-shows and help you maintain a full, efficient schedule.
Engage With Patients
Strengthen patient relationships with HelloNote’s integrated communication tools. Share home exercise programs, treatment goals, and updates to keep patients engaged in their rehabilitation journey.
Get Payment
HelloNote simplifies your billing process with automated CPT coding, insurance claim submissions, and co-pay tracking, so you get paid on time with less hassle.
our benefits
Why Occupational Therapists Choose HelloNote
- Cloud-Based & Accessible Anywhere – Work from any device, anytime.
- HIPAA-Compliant & Secure – Keep patient data safe with industry-leading security.
- Built for Growth – Whether you’re a solo practitioner or a large clinic, HelloNote scales with your practice.
- Designed for Physical Therapists – No unnecessary features, just what you need.
- User-Friendly & Intuitive – Spend less time learning the software and more time focusing on care.






Learn More
Common Questions We Get
Is HelloNote designed specifically for occupational therapists?
Yes! HelloNote is built with occupational therapists in mind, offering customizable templates, goal tracking, and billing automation to make your practice more efficient.
Can I access HelloNote from anywhere?
Absolutely! HelloNote is cloud-based, allowing you to securely access patient records, schedule appointments, and complete documentation from any device, anytime.
Does HelloNote support outcome tracking?
Yes! Our system includes integrated outcome tracking to help you measure patient progress and adjust treatment plans accordingly.
How does HelloNote simplify billing for physical therapists?
HelloNote automates CPT coding, claim submissions, and co-pay tracking, ensuring you get reimbursed accurately and on time with minimal administrative work.
Is there a free trial available?
Yes! We offer a free trial, so you can explore all the features before making a commitment.
What is In Our EMR?
All the Tools You Need to Grow Your Business
Our Products
Get Exactly What You Need for Your Practice


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Starter Plans
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$0
Free Forever!*
- One Account
- No Contracts
- Patient Demographics/Intake
- Reports & Analytics
- Up to 2 Patients
*no credit card required, no contract, no set-up fees

$34.50
$69
per month*
Save 50% on your first month!
- Unlimited Non-Clinical Staff Accounts
- No Set-up Fees
- No Contracts
- Full Training & Support
- Patient Demographics/Intake
- Scheduling with SMS/Email Reminders
- Document Uploads
- Patient Portal
- Reports & Analytics
*no credit card required, no contract, no set-up fees


Popular

Per User
Per Note
Unlimited Notes
Save 50% on your first month!
- Unlimited Non-Clinical Staff Accounts
- No Set-up Fees
- No Contracts
- Full Training & Support
- Patient Demographics/Intake
- Scheduling with SMS/Email Reminders
- Document Uploads
- Patient Portal
- Reports & Analytics
Also Includes:
- Daily Backups
- Free Data Migration From Existing EMR
- Chat / Email / Phone Support
*no credit card required, no contract, no set-up fees
Unlimited Users
Over 4,000 Notes per month?
Contact Us for an enterprise discount.
Save 50% on your first month!
- Unlimited Non-Clinical Staff Accounts
- No Set-up Fees
- No Contracts
- Full Training & Support
- Patient Demographics/Intake
- Scheduling with SMS/Email Reminders
- Document Uploads
- Patient Portal
- Reports & Analytics
Also Includes:
- Daily Backups
- Free Data Migration From Existing EMR
- Chat / Email / Phone Support
*no credit card required, no contract, no set-up fees