Occupational Therapy EMR
Tailored Solutions
Built for Occupational Therapists, Designed for Efficiency
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 Occupational Therapists – No unnecessary features, just what you need.
- User-Friendly & Intuitive – Spend less time learning the software and more time focusing on care.
Ready to schedule? Ask us about a free month.
Schedule Your Demo Now!
Learn More
Common Questions We Get
Does HelloNote have templates specifically for Occupational Therapy?
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.
Can I track functional goals and outcomes in this EMR?
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.
Is HelloNote compliant with Medicare's OT requirements?
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.
How does the Patient Portal benefit my OT clients?
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.
Is there a free trial before I commit?
We offer a Free Forever EMR plan for small practices and startups, allowing you to manage up to 2 active patients at no cost. This is a great way to explore our core features. To see if the Free plan fits your workflow or to see a full demo of our AI automation, please [Schedule a Demo] or contact our support team today.
What is In Our EMR?
All the Tools You Need to Grow Your Business
Our Products
Get Exactly What You Need for Your Practice
Plus
$70.00
per month
Save 50% on your first month
Per User
Per Note
Unlimited Notes
Standard Notes
Billable Notes
Unlimited Users
Unlimited Users
Over 4,000 Notes per month?
Contact Us for an enterprise discount.
Everything in Lite
and so much more
Lite
$49.99
per month
Practice Management
EMR Documentation
Secure e-Documents (Up to 5MB uploads)
Calendar & Scheduling
Referral Management
Superbills
Reports & Analytics
Online Support
No-Setup Fees
Free
$0.00
per month
Practice Management
EMR Documentation (Up to 2 Patients)
Secure e-Documents (Up to 5MB uploads)
Calendar & Scheduling
Referral Management
Superbills
Reports & Analytics
Documentation & User Guides
No-Setup Fees