TheraSoar vs. HelloNote
Choosing the Right Software for Therapists
When selecting practice management software, therapists need tools that are simple, efficient, and tailored to their workflow.

‍TheraSoar was built specifically for therapists who want a better, faster, and friendlier way to manage notes, appointments, and patient progress.

HelloNote, while used by a range of clinicians, focuses heavily on billing, claims, and insurance integration features that may be unnecessary or even overwhelming for private-pay therapists or those just starting out.

Here’s how TheraSoar compares to HelloNote, focusing on what therapists care about most:

Feature

HelloNote

TheraSoar

SOAP Notes
Comprehensive SOAP note system designed with insurance billing and documentation compliance in mind.
Simple, fast, and customizable notes designed specifically for private-pay therapists
Audio Dictation
No built-in dictation; users must rely on external dictation tools or integrations
Built-in audio dictation allows therapists to record and transcribe notes directly within the platform
Session Scheduler
Scheduler is fully featured but designed to support insurance workflows, which may add complexity
Clean and intuitive scheduling system for solo or group practices, without unnecessary complexity
Paperless Intake Forms
Intake forms are integrated but tied into complex billing and documentation workflows
Digital intake forms can be sent securely and auto-populate client records, streamlining onboarding
Progress Tracking
Progress tracking is tied closely to insurance reporting and claim submission needs
Goal-oriented and lightweight tracking tools focused on client outcomes
User Experience
Robust but busy interface designed to meet the needs of multi-provider practices
Clean, modern UI built for speed and ease of use by therapists
Target Audience
Designed for larger, multidisciplinary practices that rely heavily on billing and insurance processing
Best suited for private-pay therapists in solo or small group practices
Good
Better
Best
SOAP Notes
Audio Dictation
Session Scheduler
Paperless Intake Forms
Progress Tracking
User Experience
SOAP Notes
TheraSoar offers AI supported note templates that are easy to customize. The interface is intentionally minimal, helping therapists focus on client care instead of administrative overhead. Because TheraSoar is built for private-pay providers, there’s no need to navigate insurance-driven documentation or compliance prompts.

HelloNote provides a robust SOAP note system designed to meet strict documentation and billing requirements. This is ideal for practices that need to support insurance claims, but it can feel overly complex or burdensome for solo practitioners who don’t bill insurance.

Audio Dictation
TheraSoar includes built-in audio dictation, allowing therapists to record their notes and have them transcribed directly within the platform. This feature saves time, especially after back-to-back sessions, and helps maintain the natural flow of documentation without manual typing. It’s ideal for therapists who prefer to verbalize thoughts immediately after a session.

HelloNote does not offer a native audio dictation tool. Users who want to dictate notes must rely on third-party software or integrations, which adds extra steps to the workflow.

Session Scheduler
TheraSoar provides a clean and intuitive scheduling experience. You can easily view upcoming sessions, block out time, and manage recurring appointments—all in one place. The interface is distraction-free and suited for therapists who manage their own calendars or work in small teams.

HelloNote features a full scheduling system with integration to billing and claims. While powerful, the added features can feel cluttered or unnecessary for therapists not using insurance or managing a large volume of clients.

Paperless Intake Forms
TheraSoar allows therapists to send digital intake forms that clients can fill out securely online. These forms are customizable and automatically populate the client’s profile, reducing repetitive data entry. This feature streamlines the onboarding process for both the therapist and the client.

HelloNote also supports intake forms, but they are built around insurance workflows, which may introduce complexity and additional fields that are irrelevant for private-pay therapists.

Progress Tracking
TheraSoar makes it easy to set and track client goals with straightforward progress notes. The platform is designed to keep documentation concise while still being clinically useful. You can quickly reference client outcomes without getting bogged down in excessive fields.

HelloNote offers in-depth progress tracking, which may be useful for insurance audits but can feel rigid or overly detailed for therapists who don't require such depth.

User Experience
TheraSoar’s interface is modern, clean, and designed for speed. It’s easy to learn and requires minimal training. Everything you need is right where you expect it to be—without any extras you don’t.

HelloNote offers a more robust but less intuitive interface. It's geared toward multidisciplinary teams and may require more time to fully understand and use efficiently.

Advantages of TheraSoar
TheraSoar is built to grow with your practice. Whether you're a solo provider or managing a team of multidisciplinary professionals, it gives you the tools to deliver better care, automate routine tasks, and scale operations. Its strengths include:
Broad specialty support for physical therapy, nutrition, mental health, and more
Built-in AI tools and customization features that save time and improve accuracy
Always-on customer support and training so you're never left waiting for help
Business scheduling for group practices and business hours customization
Faster, more efficient client communication through integrated messaging
A platform that’s continuously updated to meet future practice demands

Why Therapists Choose TheraSoar

TheraSoar is more than just a therapy note tool. It’s a complete, web-based therapy practice management solution with customizable templates, built-in audio dictation, and intuitive patient scheduling, TheraSoar simplifies daily practice operations so you can spend more time with patients and less on paperwork.

Switch to TheraSoar

Unlike HelloNote, which caters heavily to insurance-based practices and can overwhelm smaller teams, TheraSoar keeps your workflow focused. Our system supports digital intake, electronic signatures, progress tracking, and custom reports—all without complex billing workflows. You can even track patient progress with visual insights designed for speech therapy practices and private-pay models.
Why Choose TheraSoar Over
HelloNote
Whether you're solo or running a team, TheraSoar grows with you, without forcing you into higher-priced tiers. Many users experience excellent customer support and reliable customer service
AI-Powered Tools: Speed up documentation, reduce admin work, and get real-time support.
Paperless intakes and customizable intake forms
A secure client portal feature for communication and document sharing
Patient portals and client communication tools to boost engagement
Customizable note templates for progress notes and clinical documentation
Calendar sync with Google Calendar
Client onboarding with a powerful form builder and consent builder
Support for mobile payments and avoiding payment errors

Looking to Switch?We've Got You.

Make the smart move. Stop choosing between basic and outdated. Choose TheraSoar—the platform designed for providers who want to do more, grow faster, and work smarter.

Running a private practice comes with a wide range of administrative tasks, from handling appointment scheduling to managing intake forms and creating detailed treatment plans. Choosing the right practice management software can help behavioral health professionals, social workers, and mental health providers focus more on patient care and less on paperwork.
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