--- title: "HelloNote Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HelloNote Software - reviews, pricing plans, popular comparisons to other Medical Practice Management products and more." source_url: "https://www.capterra.com/p/171393/HelloNote/" page_type: "product" language: "en" --- # HelloNote Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) HelloNote ## What is HelloNote? HelloNote is an occupational, physical, and speech therapy practice management and electronic medical records software. The cloud-based software has customizable note templates, scheduling, integrated billing, analytics reporting, patient portals, and more. This helps therapists streamline workflows and improve patient care. ## What is HelloNote used for? [Physical Therapy](https://www.capterra.com/physical-therapy-software/)[Occupational Therapy](https://www.capterra.com/occupational-therapy-software/)[Speech Therapy](https://www.capterra.com/speech-therapy-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 95% Neutral 5% Negative 0% Starting price $25 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HelloNote?[Manage this product listing](https://www.g2.com/products/hellonote/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HelloNote 4.8 (20) VS. [4.8 (535)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting Price $25 Other, Per Month Starting Price $54 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (20) Ease Of Use 4.6 (535) Value For Money 4.9 (19) Value For Money 4.7 (476) Customer Service 4.9 (20) Customer Service 4.8 (510) ## HelloNote alternatives [4.6 (2,827)](https://www.capterra.com/p/130710/SimplePractice/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (209)](https://www.capterra.com/p/180530/Power-Diary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [TheraOffice](https://www.capterra.com/p/92918/TheraOffice/) [4.4 (27)](https://www.capterra.com/p/92918/TheraOffice/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/92918/TheraOffice/) [athenaOne](https://www.capterra.com/p/98735/athenaOne/) [3.8 (913)](https://www.capterra.com/p/98735/athenaOne/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 70% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/98735/athenaOne/) ## FAQs about HelloNote Overview ### Which roles and teams benefit most from HelloNote? HelloNote is most used by physical therapists, occupational therapists, and rehabilitation clinicians who need efficient documentation, treatment planning, and progress tracking. Practice owners, CEOs, and clinical directors rely on it to streamline operations, oversee compliance, and manage team workflows, while administrative staff use it to support scheduling, records, and daily coordination. Answer based on 20 reviews Overview ### What company size and specific industries is HelloNote built for? HelloNote is designed for physical therapy, occupational therapy, and speech therapy practices, along with other healthcare organizations. It fits providers of different sizes within the healthcare sector, especially clinics and practices that need software tailored to therapy and patient care workflows. Features and Usability ### What are the key features of HelloNote? HelloNote offers EMR/EHR, patient records management, SOAP notes, and progress notes for clinical documentation, plus appointment management, patient scheduling, and reminders for visit coordination. It also includes billing and invoicing, claims management, insurance eligibility verification, reporting and analytics, telemedicine, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? HelloNote starts at $25 per month for the Practice Management plan, with Therapist/Clinical Accounts at $45 per month and Referral Bonuses at $100 per month. A free trial is available. The Practice Management plan includes no contracts and no set-up fees, while reviewers describe pricing as inexpensive and reasonably priced. Answer based on 3 reviews Integrations ### Which third-party tools and platforms does HelloNote integrate with? HelloNote integrates with Online Fax Service for communication-related workflows. The catalog and reviewer mention available here point to a focused integration set centered on fax-based document exchange and physician communication rather than a broad app marketplace. Answer based on 9 reviews Getting Started and Support ### What training and onboarding options does HelloNote offer? HelloNote provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide scheduled group learning, and documentation and videos offer self-paced reference and step-by-step learning materials. Answer based on 4 reviews Getting Started and Support ### What customer support options does HelloNote offer? HelloNote offers Email/Help Desk, Phone Support, and Chat. Users describe support as prompt and knowledgeable, with quick replies and helpful guidance during onboarding and issue resolution. Some also mention that support can feel limited when dealing with larger account or data problems, but direct contact is valued. Answer based on 3 reviews ## Features AI summary Based on 2,052 Medical Practice Management reviews Capterra data shows that buyers of medical practice management software rank the following features as their top priorities: - **Practice Management** (**58%** of reviewers rated this feature as critical) - **Appointment Management** (**59%**) - **Patient Records Management** (**59%**) HelloNote supports all three of the features reviewers rate most highly: **Practice Management**, **Appointment Management**, and **Patient Records Management**. Combined, these capabilities help practices coordinate daily operations, keep scheduling on track, and maintain accurate patient information, allowing teams to deliver organized care and manage administrative work more efficiently. Practice Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Appointment Management 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling HIPAA Compliant 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Billing & Invoicing 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Assessment Management 4.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Creation, administration, and evaluation of assessments or tests Customizable Reports 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports HelloNote 44 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Assessment Management: Creation, administration, and evaluation of assessments or tests - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Claims Management: Process of submitting and following up on claims with insurance companies - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Credit Card Processing: Accept and process credit card transactions - Customizable Reports: Alter the layout and content of reports - Electronic Payments: Electronically collect payments for goods or services - Email Reminders: Reminders sent via email - EMR/EHR: Create and securely store digital patient records - Exercise Library: Database of frequently used, popular workout routines - For Physical Therapy: Designed specifically for physical therapy practices - For Speech Therapists: Designed for the use of speech therapists - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Inventory Management: Track and manage inventory levels to maintain proper supply - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Medical Billing: Manage billing and payments for a healthcare provider - Multi-Location: Manage and support multiple locations - Multi-Physician: Supports practices with multiple healthcare professionals - Patient Intake: Patients can register for appointments in advance online - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Physician Management: Track and organize physician schedules and pertinent information - Physician Scheduling: Manage physician availability and schedules - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Progress Notes: Customizable notes that help healthcare professionals document and track patient progress - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scheduling: Plan availability and assign specific time slots for tasks and resources - SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) - Telemedicine: Meet with patients remotely - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress --- Get Advice We can help you find the software with the features you need. Features 4.8 (20) 4.8 Based on 20 reviews ## Pricing Value for money 4.9 (19) Free Trial [View pricing plan details](https://www.capterra.com/p/171393/HelloNote/pricing/) Practice Management $25.00 Other,Per Month It includes: - Unlimited Staff Accounts - No Set-Up Fees - No Contracts - Training & Support - Patient Demographics - Patient Intake - SMS Scheduler - Email Reminders Therapist/Clinical Accounts $45.00 Other,Per Month It includes: - Unlimited Notes - Progress Notes - Automated Payment Posting - Payment Reconciliation - Electronic Signature - E-Faxing Options Referral Bonuses $100.00 Other,Per Month It includes: - Affiliate Program Value for money 4.9 (19) 4.9 Based on 19 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (20) 4.9 Based on 20 reviews ## User reviews Overall rating 4.8 Based on 20 reviews Filter by rating 5(18) 4(1) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent DM Donna M. CEO Medical Practice ### "Sorry I have to say Goodbye " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 4, 2023 The staff and support was extremely important. GREAT COMPANY, EXCELLENT TEAM Pros I think the staff was excellent, pricing awesome. Cons For an existing facility, it didn't capture all of my important data files that were essential for the business continued use. Reasons for choosing HelloNote Price reduction Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AF Alescia F. owner, clinician Hospital & Health Care ### "Start up system that has potential but not recommended." 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 July 2, 2023 Pros cost is inexpensive compared to most, ability to create templates based on documentation needs. Cons At the time we were using HN, the customer service department was small and mostly comprised of one person - I believe he was the \[sensitive content hidden\]. HN lacked the reporting and business capabilities we needed, clinicians would often lose their work due to glitches in the system. We decided to switch EMR companies and still, 2 years later, HN does not have a way to migrate our company's data to close our account. They tell us to manually download every note, every file, every financial needed but it still doesn't capture the entirety of our data once we do that so we continue to pay a fee monthly in order to access our data in case of an audit, etc. There is potential within their system but until they fix the issue of data migration, I cannot recommend Hello Note. Reasons for choosing HelloNote cost Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RL Rebecca L. Physical Therapist Health, Wellness and Fitness ### "Physical therapy " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 27, 2023 Pros Ease of documentation and carry over of previous notes. Abilities to create individual billing and ability to record billing. Ability to create invoices and super bills Cons Extra steps to recording payments. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MM Megan M. Physical Therapist Hospital & Health Care ### "HelloNote for mobile physical therapy group" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 17, 2023 Overall we have really liked using HelloNote for our EMR. Other than occasional glitches, it is easy to use and allows us to organize our documents well and integrate with our fax to communicate plan of care findings with physicians. Pros I like the fact that the software has the ability to integrate billing, fax, email and text appointment reminders along with EMR templates and capabilities. Cons Sometimes it can be glitchy with saving information and losing information between sessions. Reasons for choosing HelloNote Overall better value and had templates to satisfy Medicare requirements. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KB Karri B. Physical Therapist/Owner Health, Wellness and Fitness ### "Physical Therapist/Owner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 4, 2023 I have been very pleased with the product. I have recommended it to several other therapist and will continue to recommend it. Pros Ease of use and user support have been exceptional. Cons I wish the billing was integrated better, I know this feature has been changed since I first signed on. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EU Edgar U. Physical Therapist Hospital & Health Care ### "Great EMR system!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 2, 2023 Pros Excellent documentation software. Easy to use. Lots of good support, I was assigned a mentor to help me get the hang of it. Good tutorials on their website as well. Best for small businesses as they are reasonably priced. Cons I can't really think of anything that can be improved. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KH Kelly H. owner/PT/OT Hospital & Health Care ### "HelloNote" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 6, 2023 Great! Customer service is awesome. Pros I used HelloNote for a year. It was great as my EMR starting my practice! Integrating the fax was amazing and billing out to Medicare was also a breeze. It was very user friendly and affordable for my new practice - I would recommend it to anyone just starting out and looking for an EMR. Cons Getting billing set up and bringing in my payments from insurance. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Sena M. Part owner / Therapist Health, Wellness and Fitness ### "User friendly " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2022 The staff is awesome. From \[SENSITIVE CONTENT\] to \[SENSITIVE CONTENT\]. They’re knowledgeable yet patient Pros Patient information input, scheduling etc are all simple and easy to use Cons Documentation of an initial evaluation. Some portions could be easier to write the therapist own findings Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DW Desiree W. Physical therapist Health, Wellness and Fitness ### "Good customer service " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 19, 2021 Pros There’s definitely a learning curve, but if I ever have an issue, the IT/help team is super responsive and helps me tie up loose ends with minimal wait time Cons At times, the server moves a little slowly, which can be frustrating when you’re ready to be Done working for the day Reasons for choosing HelloNote Price point and functionality Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Marie Carmel D. OTR Clinical Director Medical Practice ### " HELLONOTE is the BEST Software among many I used in the past decade." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 19, 2021 My experience with Hellonote had been wonderful. The customer service staff is the best! Pros As an OTR, it was time consuming to research for months for a good documentation software for my rehab company. I was introduced to HELLONOTE by another OTR after I reported to her my experience with the software I had just signed up with. What I like the most about HELLONOTE, is the customer service and staff knowledge about specific inquiries. The staff members are prompt to reply to your questions. The staff members don't make you feel like you are bothering them, they are always pleasant via " help" on the screen, phone and/or email to answer to your questions. HELLONOTE is the best software I have ever used in the rehab industry. HELLONOTE was created by skilled therapists who are knowledgeable about the latest UPDATES for good documentation and prevent insurance denials. It is a very easy software to use. The step by step video trainings make learning the system so easy. It is all inclusive with the latest CMS and other regulations for documentation and billing system compliance. HelloNote also includes other wonderful features that decrease stress and increase time management, among these features the autosave, data population/carry over, outgoing eFax, to send POC to MD or request referral and create your own template notes. Don't forget about the system updates which allows a customer to send feedback and comment to the HELLONOTE support team periodically for updates. It is very AFFORDABLE! Cons It is very minor what I don't like about the system. I hope in the future once you enter your time in the patient's Schedule EVENT for a visit, it will carry over to the note page. At this time, you must manually re enter the date and time on the note page. The billing set up with other intermediaries can be improved besides that, HELLONOTE TEAM is very supportive to its customers. Reasons for choosing HelloNote I think, HELLONOTE is the best software product on the market for occupational, physical and speech therapy documentation and billing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/171393/HelloNote/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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