Join Steve Glukh, CEO of HelloNote, as he unveils the 2025 Roadmap and Innovations during this exciting webinar. Learn about the new features and services designed to optimize practice management, streamline billing, enhance patient engagement, and empower therapists to focus on care. This session covers how HelloNote is leveraging AI-driven tools, billing automation, front desk assistance kiosks, and more to support therapy practices of all sizes.
🎯 What You’ll Learn:
Time-Saving Features: AI tools for faster documentation and billing automation.
Patient Engagement Enhancements: Streamlined intake forms, appointment confirmations, and more.
Operational Upgrades: Customizable dashboards, billing insights, and hybrid billing solutions.
Front Desk Assistance: Innovations to simplify patient check-ins and rescheduling.
Upcoming Integrations: CRM, AI-powered scribes, and advanced RTM tools.
💡 Special guest Kara from Next Level joins us to share insights from the Business Builder program, which has helped over 100 therapists start or grow their practices.
00:00 – Introduction & Welcome
01:25 – Completed Migration of HelloNote version 1 users to HelloNote version 2
02:06 – Overview of the Webinar and Introduction of Special Guest
03:35 – Steve's Takeaways and Message for the HelloNote's Existing Users and Audience
07:17 – HelloNote 2025 Roadmap Presentation
07:30 – HelloNote 2025 Roadmap - Phase 1: HelloNote's Immediate Focus
12:53 – HelloNote 2025 Roadmap - Phase 2: Enhancing Revenue and Workflow Efficiency
21:18 – HelloNote 2025 Roadmap - Phase 3: Upcoming Features Rollout
36:00 – HelloNote 2025 Roadmap - Phase 4: Advanced Analytics and Customization
40:45 – HelloNote 2025 Roadmap - Phase 5: Ongoing Support and Feedback
41:00 – Live Q&A Session
41:38 – HelloNote Dashboard's New Features Section
43:09 – HelloNote Patient's Information Enhancements: Patient Referral, Working on Duplicate Tab, Instant Messaging
45:05 – HelloNote Support and Knowledgebase
47:05 – HelloNote IVR System Update
47:45 – HelloNote Integrations: Home Exercise, RTM, CRM, AI
49:30 – HelloNote Scheduling Widget for Therapist Website
50:18 – HelloNote Credit Card Processing
50:57 – Eligibility and Its Importance for Running a Practice
53:08 – HelloNote Announcements Feature
54:50 – How to Run Reports in HelloNote
54:10 – Where to Access Revenue Generated in HelloNote
55:05 – How to Create Reports on Therapy Case Load in HelloNote
55:38 – Reports for Productivity Recertifications and Progress Notes in HelloNote
55:55 – Net Income and KPI on HelloNote Dashboard
56:29 – Filters for Patient Responsibility Report
56:48 – How to Create Comprehensive Invoice when Billing a Credit Card
57:20 – Can Private Pay Clients Be Sent Bills with Credit Card Payment Options
57:38 – How to Take Credit Card and Send Invoices
59:09 – Can We Customize Templates and Share Them among The Team
59:46 – Intake Consent Forms
01:00:04 – Allow Uploading and Customizing Flow Sheets
01:00:45 – Copy Paste Feature for Scheduling
01:01:05 – Allow Opening Notes Without Finalizing the Previous One
01:02:02 – Graphs on Dashboard
01:02:15 – Streamlining Time-in/out Documentation
01:02:35 – Open A Note Directly From The Schedule
01:02:43 – Tablet-friendly App Availability
01:02:55 – Pop-up Schedule When opening Patient Notes
01:03:10 – Option for Text Communication
01:03:35 – Kiosk Patient Check-in
01:03:43 – Patient Portal Updates For File Access Updates/Upload
01:04:00 – Dictation Feature for Documenting-on-the-go
01:04:47 – Dest Resources for Learning HelloNote Functions
01:05:18 – Training Videos
01:05:26 – Checking Medicare Eligibility Via Inovalon
01:05:50 – Google Calendar to Two-way Sync
01:06:05 – ERA Auto Import
01:06:18 – Apple Calendar Integration
01:06:37 – Talk-to-text Option
01:07:04 – Tracking Service Tickets
01:07:22 – Ability To Transition Old Evaluations/Former Provider To HelloNote
01:07:55 – Highlight New Features And Routine Emails
01:08:18 – Customizable Tracking Checklist
01:08:36 – Create Event Button Feature
01:09:07 – Do You Help With Credentialing
01:09:27 – Signature Changes On Plan Of Care With Medicare
01:10:38 – Hybrid Managed Billing
01:12:36 – Secondary Payments
01:13:42 – Could The Front Desk Kiosk Be Setup For Remote Use
01:14:09 – 30-Day Progress Note Specific For A State
01:14:57 – Mobile Therapy Services
01:15:16 – Can The Appointment Reminders Be Customized
01:15:48 – Can A Credit Card Authorization Be Part Of The Intake Form
01:16:04 – Does The Mapping Feature Only Allow For One Day At A Time Or For All Patients On My Case Load
01:16:29 – Is There A Way To See Schedule Map Where My Patients Are Located If I Do Not Use The Schedule in HelloNote
01:30:00 – Kara Welke sharing her insights, real-life struggles of business owners and what they can do to succeed.
#HelloNote #PracticeManagement #HealthcareInnovation #TherapistTools #BillingAutomation #AIinHealthcare #2025Roadmap #PatientEngagement
