HelloNote Auto-ERA is a core, AI-powered feature within the HelloNote all-in-one Electronic Medical Record (EMR) and practice management solution, specifically designed for Physical, Occupational, and Speech Therapists (PT, OT, SLP). The Auto-ERA functionality automates the manual and time-consuming process of posting insurance payments. It works by seamlessly integrating with clearinghouses to automatically import and post Electronic Remittance Advice (ERA) data, eliminating manual entry, accelerating reimbursement, and streamlining the revenue cycle. The system also highlights under-payments and can trigger customizable workflows for appeals or secondary claims.
The broader HelloNote platform, founded in 2016 by practicing therapists, is a cloud-based, specialty-specific EMR built to reduce administrative burden and simplify clinical workflows. Key features include comprehensive EMR documentation with customizable, discipline-specific templates, intelligent scheduling with automated SMS/Email reminders, integrated billing with claim scrubbing, and real-time eligibility verification. The software is highly scalable, supporting sole practitioners up to multi-location practices with 100+ providers. It is HIPAA compliant and offers full training, support, and free data migration services to ensure a seamless transition.
Key Benefits:
- Faster Reimbursement: Automated posting accelerates the claim reconciliation process.
- Reduced Errors: Eliminates manual data entry errors in payment posting.
- Compliance: Built-in safeguards and audit logs ensure documentation meets regulatory standards.
- Efficiency: All-in-one system reduces the need for fragmented, clunky workflows.


