HelloNote
HelloNote is a cloud-based EMR and practice management platform purpose-built for therapy and behavioral health practices, serving solo and small-group PTs, OTs, SLPs, chiropractors, massage therapists, and mental health providers with integrated documentation, billing, scheduling, telehealth, and AI Scribe.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What HelloNote does
HelloNote is a cloud-based electronic medical record (EMR) and practice management platform purpose-built for therapy and behavioral health practices, serving physical therapists, occupational therapists, speech-language pathologists, chiropractors, massage therapists, mental health providers, and behavioral health groups. The platform consolidates clinical documentation with discipline-specific SOAP note templates, scheduling, automated billing with CPT/ICD-10 coding and claim scrubbing (claimed 98% first-pass acceptance), HIPAA-compliant integrated telehealth, patient engagement tools, kiosk check-in, and AI Scribe that converts session audio into structured clinical notes. The underlying architecture is cloud-native and browser-based, accessible from any device without native apps, with HIPAA compliance maintained across every plan including the free tier and a Business Associate Agreement signed with each client.
The company operates a tiered subscription model ranging from a Free Forever plan (capped at 2 active patients) to Lite at $49.99/month for solo practitioners, Plus at roughly $70/provider/month for full practices, and an Auto tier at $99/month base plus $0.75 per standard note for variable-volume practices, with enterprise discounts available above 4,000 notes per month. Go-to-market combines product-led freemium acquisition, sales-assisted demos for larger practices, and community-led growth via HelloNote University, HelloNote Academy, and The ClinicTalk podcast. Marketing is anchored on specialty-specific SEO landing pages and educational content targeting each therapy discipline. Headquartered at 447 Broadway #435 in New York, HelloNote states it is "Built by clinicians, for clinicians" and claims 4,000-5,000+ practices on the platform, though no revenue, funding, or headcount figures are publicly disclosed.
HelloNote firmographics
Firmographics- Name
- HelloNote
- Legal name
- HelloNote
- Website
- https://hellonote.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- HelloNote is a cloud-based EMR and practice management platform purpose-built for therapy and behavioral health practices, serving solo and small-group PTs, OTs, SLPs, chiropractors, massage therapists, and mental health providers with integrated documentation, billing, scheduling, telehealth, and AI Scribe.
- Ownership category
- akta.pro rank
HelloNote industry classification
Industry- Product category
- Therapy Practice Management Software
- NAICS
- Offices of Physical, Occupational and Speech Therapists, and Audiologists (621340), Offices of Mental Health Practitioners (except Physicians) (621330)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Ambulatory & Physician Practice EHRs (HLACAAAB)
- akta.pro secondary industry
- Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)
Keywords
Where HelloNote is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HelloNote business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription - Free Tier: Free Forever EMR plan for startup practices and solo clinicians. Limited to 2 active patients with email-only support. Designed as 'sandbox' to build practice before scaling to paid plans.
- Subscription - Lite Plan: $49.99/month for solo practitioners (1 user). Includes Practice Management, EMR Documentation, Secure e-Documents (up to 5MB uploads), Calendar & Scheduling, Referral Management, Superbills, Reports & Analytics, Online Support. No Setup Fees.
- Subscription - Plus Plan: $70/month per provider. Full-time provider: $45/provider + $25 practice management. Part-time provider: $30/provider + $25 practice management. Includes all Lite features plus more. 50% off first month promotional offer.
- Subscription - Auto Plan: $99/month base + $0.75 per standard note. Usage-based pricing for practices with variable documentation needs. Enterprise discount available for practices over 4,000 notes/month.
- AI Scribe Add-on: AI Scribe feature available as promotional offer (30 days free for new subscribers in August 2026). Potential future paid add-on revenue stream.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Forever - Up to 2 patients, email-only support |
| Subscription | Monthly | Lite - Solo practitioners, 1 user |
| Subscription | Monthly | Plus - Per provider pricing with practice management |
| Usage-based | Monthly | Auto - Usage-based with base + per-note pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels9 records
HelloNote product offering
Product offeringCore offering
HelloNote is a cloud-based, web-based electronic medical records (EMR) and practice management platform purpose-built for therapy and behavioral health practices. It delivers discipline-specific SOAP note documentation, scheduling, automated billing and claim scrubbing, HIPAA-compliant telehealth, patient engagement tools, and analytics within a single integrated platform. The company sells tiered subscription plans (Free, Lite, Plus, Auto) along with add-on AI Scribe capabilities targeted at physical therapists, occupational therapists, speech-language pathologists, chiropractors, massage therapists, mental health providers, and behavioral health practices.
Product overview
HelloNote is an all-in-one web-based therapy and behavioral health practice management and EMR platform. It is offered as a unified platform with tiered subscription plans (Free EMR, Lite, Plus) and specialized solutions tailored to individual therapy disciplines. The core platform provides documentation, scheduling, billing, patient engagement, telehealth, and analytics as integrated modules. Specialized solutions (Physical Therapy, Occupational Therapy, Speech-Language Pathology, Chiropractic, Massage Therapy, Mental Health, Behavioral Health) share the same underlying platform with discipline-specific templates and CPT/ICD-10 code libraries. Add-on AI features include AI Scribe for automated clinical note generation. All plans are HIPAA compliant with no setup fees and no long-term contracts.
Differentiator
Problem solved
Functional benefit
Products and services
- HelloNote EMR Platform A cloud-native EMR and practice management platform offering SOAP note documentation, scheduling, automated billing with CPT coding and claim scrubbing, HIPAA-compliant telehealth, patient portal, kiosk check-in, analytics, and patient engagement for therapy and behavioral health practices.
- HelloNote AI Scribe An AI-powered clinical documentation tool that listens during therapy sessions and automatically generates structured SOAP note drafts in real time, reducing documentation time by up to 40%. Trained on discipline-specific therapy terminology.
- HelloNote Telehealth
- HelloNote for Physical Therapists A physical therapy-specialized EMR featuring PT SOAP notes, initial evaluations, plans of care templates, Medicare compliance alerts (8-minute rule, G-codes), home exercise programs, and integrated billing with PT-specific CPT codes.
- HelloNote for Occupational Therapists An occupational therapy-specialized EMR with OT templates for initial evaluations, progress notes, and discharges; ADL, fine motor, and sensory processing documentation; SMART goal tracking with auto-carry forward; and Medicare compliance for OT requirements.
- HelloNote for Speech-Language Pathologists A speech-language pathology-specialized EMR with SLP SOAP templates for Articulation, Fluency, Dysphagia, and Aphasia assessments; ASHA and payer-standard documentation; IEP goal tracking; and pre-loaded SLP CPT codes (92507, 92523).
- HelloNote for Chiropractors A chiropractic-specialized EMR with AI Scribe trained in chiropractic terminology (Diversified, Gonstead, Activator Method), 2026 ICD-10 and CPT codes (98940, 98941, 98942), automated claim scrubbing with AT modifier checks, DICOM digital imaging integration, and 256-bit SSL encryption.
- HelloNote for Massage Therapists A massage therapy-specialized solution with SOAP note templates for bodywork sessions, treatment area and technique documentation, one-click session cloning, automated scheduling and reminders, and integrated billing with stored card-on-file and superbill generation.
- HelloNote for Mental Health A mental health-specialized EMR with progress note templates, mental health CPT codes (90837, 90834, 90847, 90853, 90791), integrated telehealth, digital intake forms, and insurance billing. HIPAA compliant with BAA signed for every client.
- HelloNote for Behavioral Health A behavioral health-specialized EMR designed for behavioral health practices to manage clinical documentation, scheduling, billing, patient records, intake forms, and reporting in one centralized, HIPAA-compliant platform.
- Free Practice Website A free professionally designed practice website offered to qualifying HelloNote subscribers who book a demo, covering online presence setup for therapy practices.
Quantifiable outcome
- Documentation time reduced by up to 40% with AI Scribe
- +3 more outcomes
Companies that use HelloNote
Customer profileNamed customers5 records
Segments12 records
Ideal customer profiles3 records
HelloNote technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability6 records
Feature7 records
HelloNote partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights6 records
HelloNote competitors and assessment
Company assessmentDirect peers
- DrChrono: Cloud-based EHR and practice management for ambulatory practices including allied health. Comparable in web-based EMR delivery, integrated billing, and patient portal.
- TherapyNotes: Behavioral health and mental health EHR/practice management serving counselors, psychologists, and social workers. Directly comparable to HelloNote's mental health and behavioral health solutions.
- WebPT: Largest US physical-therapy-specific EMR/practice management platform. Directly comparable to HelloNote's PT solution in target customer (PT clinics), discipline-specific templates, billing, and outcomes-tracking features.
- SimplePractice: All-in-one practice management for private-practice health and wellness providers (including therapists, counselors, chiropractors). Closely overlaps HelloNote in target customer, freemium-to-paid motion, and integrated scheduling/documentation/billing/telehealth.
- Jane App: Practice management platform serving allied health practitioners (PT, OT, SLP, massage, mental health) with charting, scheduling, and billing. Comparable to HelloNote in multi-discipline therapy focus and SMB customer base.
- CharmHealth: Cloud EHR and practice management for small-to-mid medical practices including allied health and behavioral health. Comparable in cloud-native delivery, freemium entry, and integrated billing/telehealth.
- Cerbo: Functional medicine and integrative health EHR with strong customizable templates and patient portal. Comparable to HelloNote in template-driven documentation for specialty practices.
Broad incumbents
- Tebra (formerly Kareo): Broad ambulatory EHR/practice management/patient experience platform. Overlaps HelloNote in integrated scheduling, billing, and telehealth, but serves a much wider medical specialty footprint rather than therapy-vertical specialization.
- athenahealth: Large ambulatory EHR and revenue cycle platform serving physician practices broadly. Overlaps HelloNote in EMR + billing integration but at much larger enterprise scale and broader specialty coverage.
Emerging players
- Mend: Behavioral health practice management platform with telehealth, scheduling, and billing. Comparable to HelloNote's behavioral health solution with a more recent market entry.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
HelloNote social profiles
Digital presenceHelloNote compliance and trust
Trust signalCompliance1 record
HelloNote financial estimates
Financial estimateRevenue estimate
Valuation estimate
HelloNote leadership team
Management profileNumber of profiles
HelloNote funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HelloNote M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HelloNote
What does HelloNote do?
HelloNote is a cloud-based, web-based electronic medical records (EMR) and practice management platform purpose-built for therapy and behavioral health practices. It delivers discipline-specific SOAP note documentation, scheduling, automated billing and claim scrubbing, HIPAA-compliant telehealth, patient engagement tools, and analytics within a single integrated platform. The company sells tiered subscription plans (Free, Lite, Plus, Auto) along with add-on AI Scribe capabilities targeted at physical therapists, occupational therapists, speech-language pathologists, chiropractors, massage therapists, mental health providers, and behavioral health practices.
Is HelloNote a public or private company?
HelloNote is a private company. It is classified as unknown and is currently operating.
When was HelloNote founded?
HelloNote was founded in 2009. It employs 11 to 50 people.
Where is HelloNote based?
HelloNote is headquartered in New York, United States, in the North America region.
How does HelloNote make money?
Five revenue lines are on record. Subscription - Free Tier is the primary driver. The others are subscription - Lite Plan, subscription - Plus Plan, subscription - Auto Plan and AI Scribe Add-on.
Who are HelloNote's main competitors?
Direct peers on record are DrChrono, TherapyNotes, WebPT, SimplePractice, Jane App, CharmHealth and Cerbo. Broad incumbents are Tebra (formerly Kareo) and athenahealth. Mend is listed as an emerging player.
Does HelloNote have an API?
No public API is recorded for HelloNote.
What industry is HelloNote in?
HelloNote's product category is Therapy Practice Management Software. Its primary akta.pro industry code is HLACAAAB, Ambulatory & Physician Practice EHRs, with a secondary code of HLALABAJ, Patient Engagement, Education & Messaging Platforms (portal/CRM integrated). Its NAICS code is 621340 and its SIC code is 7372.