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HelloNote Auto-ERA

by HelloNote
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OVERVIEW

Automated Electronic Remittance Advice (ERA) import and payment posting for therapy practice revenue cycle management.

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.

RATING & STATS

User Rating
4.9/5.0
20 reviews
Customers
1,000+
Founded
2016

KEY FEATURES

  • Automated ERA Import & Posting
  • Claim Scrubbing & Denial Management
  • Discipline-Specific EMR Templates
  • Integrated Billing & RCM Tools
  • Intelligent Scheduling with Reminders
  • Secure Patient Portal
  • AI-Powered Documentation Tools
  • Real-time Eligibility Verification

PRICING

Model: subscription
Starting at: USD 25.00
Multiple subscription plans are available, including a Free EMR plan (limited to 2 patients). Paid plans start at $25/month for Practice Management features, with Therapist/Clinical accounts starting at $49/month. The Auto-ERA feature is included in higher-tier or AI-powered plans. No set-up fees or contracts are required.
FREE TRIALFREE TIER

TECHNICAL DETAILS

Deployment: cloud, saas
Platforms: web, windows, mac, ios, android
📱 Mobile Apps

USE CASES

Revenue Cycle Management (RCM) AutomationInsurance Payment ReconciliationClinical Documentation for PT/OT/SLPPractice Management and Scheduling

INTEGRATIONS

Clearinghouse IntegrationFiserv (Credit Card Processing)Home Exercise Program (HEP) VendorsGoogle CalendariPhone Calendar

COMPLIANCE & SECURITY

Compliance:
HIPAA
Security Features:
  • 🔒Password Protection
  • 🔒Daily Backups
  • 🔒Data Encryption

SUPPORT & IMPLEMENTATION

Support: email, phone, live chat, webinars, videos
Implementation Time: 1-4 weeks
Target Company Size: startup, small, medium, enterprise
TRAINING AVAILABLE

PROS & CONS

✓ Pros:
  • +Built by therapists for therapists (specialty-specific)
  • +Excellent and responsive customer support
  • +Highly intuitive and user-friendly interface
  • +All-in-one platform (EMR, Billing, Scheduling, Telehealth)
  • +No set-up fees or contracts
✗ Cons:
  • -Occasional glitches with saving/losing data
  • -Can be complex for novice users
  • -Extra steps required for manual payment recording
  • -Pricing can be high for sole practitioners (paying for multiple roles)

TRY IT OUT

ABOUT HELLONOTE

Other software by HelloNote:
HelloNote (Physical & Occupational TherapyPT/OT electronic documentation (EMR))

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