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FAQ

  • How do I view all my tickets I have submitted to HelloNote?
  • How do I schedule a patient on multiple locations?
  • How do I resubscribe to HelloNote appointment reminders?
  • How to create a secondary/duplicate claim in Inovalon?
  • How to batch discharge and meet multiple goals in my notes?
  • How to edit/add widgets on your HelloNote Dashboard?
  • How to create visit limits without an authorization number?
  • How to use the HelloNote AI Scribe?
  • How can I transfer patients from one office to another?
  • How to create a Daily Note?
  • How to create an Evaluation Note?
  • How can I add a new users to my office?
  • How to access and use HEP (Home Execise Program)?
  • Fiserv / CardPointe Payment Terminal Devices – Overview
  • Navigating Fiserv
  • How to Find the PayerID# for Submitting Claims?
  • How to open PDFs without downloading?
  • How to change start and end time of your Office Hours?
  • Patient Name Text Color - What does it mean?
  • How to set No Show, Cancellation, Late Cancellation and Therapist Cancel Rates?
  • How to enable Auto Import ERA/835 and Auto Audit Visits?
  • How to add your Google Business Review Link and how to send it to your patients?
  • How to add your Office Logo?
  • How to invoice a self paying patient?
  • How to add a Credit Card Fee Percentage?
  • How to use the POC Portal - Sending the POC via Email?
  • How to Customize the Days you want to view in your Schedule?
  • How to Resubscribe to SMS/Email Appointment Reminders?
  • How to reset your HelloNote Password?
  • What is Archiving?
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