# HelloNote Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is HelloNote the right Medical Practice Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/171393/HelloNote/reviews --- HelloNote 4.8 (20) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated January 15th, 2026 # Reviews of HelloNote Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews AF Alescia F owner, clinicianHospital & Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “cost is inexpensive compared to most, ability to create templates based on documentation needs.“ July 2, 2023 KB Karri B Physical Therapist/OwnerHealth, Wellness and Fitness, Self-employedUsed the software for: 6-12 months. “I wish the billing was integrated better, I know this feature has been changed since I first signed on.“ February 4, 2023 MM Megan M Physical TherapistHospital & Health Care, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ February 17, 2023 MD Marie Carmel D OTR Clinical DirectorMedical Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “Don't forget about the system updates which allows a customer to send feedback and comment to the HELLONOTE support team periodically for updates.“ January 19, 2021 DW Desiree W Physical therapist Health, Wellness and Fitness, 2 - 10 employeesUsed the software for: Less than 6 months. “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“ January 19, 2021 ## Showing most helpful reviews Showing 1-20 of 20 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael C. CEO Used the software for: Less than 6 months ### "I worked with team on the planning for a customized roll out of HelloNote and he was great!" August 1, 2018 5.0 Pros The team was able to come up with a plan to build a customized product that integrated with other systems that my client used. They were able to meet all of my client needs and were extremely professional and helpful along the way. Cons I really like all features of this software, in particular the customization. Really no negatives. Review Source MCD Marie Carmel D. OTR Clinical Director Medical Practice Used the software for: Less than 6 months ### " HELLONOTE is the BEST Software among many I used in the past decade." January 19, 2021 5.0 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. Reason 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 AF Alescia F. owner, clinician Hospital & Health Care Used the software for: 1-2 years ### "Start up system that has potential but not recommended." July 2, 2023 3.0 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. Reason for choosing HelloNote cost Review Source LS Lina S. Admin Assistant Medical Practice Used the software for: 2+ years ### "Switching To HelloNote Made Our Practice Successful and Efficient" September 13, 2019 5.0 Our overall experience has been amazing, from inception to current. New therapists that join our team always praise the system. Pros To start, HelloNote is the most friendliest EMR company I have seen. They imported all my patient demographics without any hassle (and no fees), then we had a live training so the software was set up for us to use from Day 1. Also, the system is very user-friendly and easy to learn along the way. Any questions, the support team is very helpful regardless of when we reach out. I also love that the team is always open to new ideas! Working with HelloNote truly made our practice more efficient and successful. Can't thank them enough! Cons I can't think of any negatives. Any questions or concerns I have get resolved very fast! If there was ever a concern, Hellonote is open to adding new features. Reason for choosing HelloNote HelloNote is the most cost-effective and was very intuitive to learn. The support team is great, offering live support, email support, and phone. The system saves our therapists on documentation time and saves our staff time on administrative tasks. Review Source EG Erin G. owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Only Great Experiences with HelloNote EMR software" August 17, 2020 5.0 I am a new physical therapy practice owner- have used many types of EMR software in my career but never needed to be the end user as well as administrator for any such software! \[SENSITIVE CONTENT HIDDEN\] and his team have been highly responsive to all my questions, concerns during the onboarding process continuing to today nearly one year as a user. The HelloNote team are prompt and efficient in helping their customers solve any issues thoroughly and quickly. The actual personal contact via email and phone offered by the HelloNote team is very much a rarity these days. I really appreciate being able to reach out and either speak to a real human or receive a fast email response to any of my questions, concerns. Without question, the customer service at HelloNote is outstanding- which makes their product even more valuable to me as a business owner. Pros The HelloNote team recently upgraded and finetuned their note templates- very streamlined, easy to use with intuitive functions and features. I also like that it integrates my medical record documentation, billing and patient tracking software in one place for greater efficiency. Cons To my knowledge, there is no current way to attach a document/attachment download directly into a specific note rather than saving to the general document download area. That would be an excellent upgrade to current capabilities. Reason for choosing HelloNote Three main reasons: 1)highly responsive customer service; 2)basic yet thorough all-in-one system for my physical therapy practice; 3)competitive pricing Review Source EU Edgar U. Physical Therapist Hospital & Health Care Used the software for: 6-12 months ### "Great EMR system!" February 2, 2023 5.0 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 MM Megan M. Physical Therapist Hospital & Health Care Used the software for: 2+ years ### "HelloNote for mobile physical therapy group" February 17, 2023 5.0 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. Reason for choosing HelloNote Overall better value and had templates to satisfy Medicare requirements. Review Source MA Marawan A. PT/DPT Hospital & Health Care Used the software for: 2+ years ### "Excellent EMR Software " June 4, 2020 4.0 Pros The EMR system is fairly easy, From scheduling your appointments, running statistical reports to finalizing Patient’s notes and documents! You have everything you need in a compact compliant And Reliable software. Cons It doesn’t have appointments Reminders For upcoming visits. Reason for choosing HelloNote It has Easy to use features and very Reliable. Review Source SW Sam W. COO Hospital & Health Care Used the software for: 1-2 years ### "Best decision" June 16, 2020 5.0 Amazing software! Great customer service. Couldn't be happier. Pros I like the Ease of use. HelloNote provides amazing reports for everything we need. They always work with us if there's any way to make our experience better. Cons I can't really think of any cons...I'm extremely satisfied with Hellonote. Review Source KB Karri B. Physical Therapist/Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Physical Therapist/Owner" February 4, 2023 5.0 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 DM Donna M. CEO Medical Practice Used the software for: Less than 6 months ### "Sorry I have to say Goodbye " October 4, 2023 5.0 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. Reason for choosing HelloNote Price reduction Review Source PO Paige O. OTR/L, Owner and CEO of Occupational Therapy Solutions Medical Practice Used the software for: 1-2 years ### "Review of HelloNote " May 29, 2020 5.0 My experience has been excellence. Any issue that I’ve had has been resolved quickly. Pros I like that when you have a question, you can actually speak to a live representative instead of a Robot. This software is user friendly and can be assessed anywhere, which allows me to be more time efficient. Cons The price to Utilize this software is high, especially for someone who is both the administrator and treating therapist... there is a cost for each instead to utilize the program despite I’m one person. Reason for choosing HelloNote I chose this program because when I scheduled a demo, a real person did the demo and was there to answer any questions. Other products, I was unable to ever speak with a live person. Review Source KW Kara W. Owner/Occupational Therapist Hospital & Health Care Used the software for: 2+ years ### "Hellonote is great for Private Practice" July 18, 2020 5.0 Documentation and Billing. Pros It is easy to use, great customer support. Cons Anytime I have a con, they will work to solve it and improve their system. Review Source AS Andrea S. Occupational therapist Hospital & Health Care Used the software for: 6-12 months ### "I love HelloNote" August 3, 2020 5.0 I cannot recommend HelloNote enough. The HelloNote team has been amazing with helping me through this process of running my own business. I had zero billing experience when I started this journey, so it was quite frightening. However, I took the leap and went with HelloNote for all my EMR needs. Signing up with HelloNote was the best decision I have made! What I love about the team at HelloNote is they do not treat you like a number, but they treat you like a colleague. I always reach out regarding questions I have, even things they have went over in the past, and they are always there with guidance. Again, I have had the best experience with HelloNote, and although I have not worked with other EMR companies (as being an owner) I could not imagine having this same experience with another company. Pros I enjoy the ease of use with the software Cons I haven’t found a dislike yet, but I have only used this software for 9 months. Review Source RL Rebecca L. Physical Therapist Health, Wellness and Fitness Used the software for: 1-2 years ### "Physical therapy " June 27, 2023 5.0 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 SM Sena M. Part owner / Therapist Health, Wellness and Fitness Used the software for: 6-12 months ### "User friendly " August 22, 2022 5.0 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 JP Jeff P. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "HelloNote Recommended" August 3, 2020 5.0 Excellent product and customer service Pros Designed for skilled therapists. Very easy to use and write evaluations and daily notes Cons Would like a little more streamlined billing process but overall still good. Review Source KH Kelly H. owner/PT/OT Hospital & Health Care Used the software for: 6-12 months ### "HelloNote" January 6, 2023 5.0 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 CD Claudian D. Physical therapist Hospital & Health Care Used the software for: 6-12 months ### "Great product " June 12, 2020 5.0 Pros Easy to use, great customer service. Was able to receive support directly from \[SENSITIVE CONTENT HIDDEN\]. Cons Not applicable, enjoyed using the product Review Source DW Desiree W. Physical therapist Health, Wellness and Fitness Used the software for: Less than 6 months ### "Good customer service " January 19, 2021 5.0 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 Reason for choosing HelloNote Price point and functionality Review Source Similar Products Featured ## Related categories [Physical Therapy](https://www.capterra.com/physical-therapy-software/)[Occupational Therapy](https://www.capterra.com/occupational-therapy-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.