FidelityNotes
FidelityNotes: A cloud behavioral health EHR centered on audio-based notes and insurance workflows. Ranked #15 of 25 in Therapy Notes Software by our editors (7.1/10); pricing: 30-day trial; best for practices focused on AI documentation and claims.
At a glance
- Editor score7.1 / 10
- Pricing30-day trial
- Best forPractices focused on AI documentation and claims
- Free planNo
- Client portalYes
- Facts checked24 Sep 2026
Where it wins
- Generates SOAP, DAP and BIRP notes from session audio
- Combines claims workflows, telehealth and a patient portal
- Offers templates, reminders, waitlists and calendar sync
Where it doesn't
- Only Google Calendar and Outlook integrations are listed
- Advanced capabilities are split across several plan tiers
- Enterprise features such as SSO and API access require Enterprise
Our verdict on FidelityNotes
FidelityNotes is a cloud EHR for behavioral health professionals and therapy practices. Its defining workflow turns session audio into SOAP, DAP or BIRP documentation, with clinicians reviewing and approving generated notes. Scheduling, telehealth, billing automation and patient engagement sit alongside charting, making it relevant to practices looking to consolidate clinical and administrative work. The published plans include a 30-day free trial, and pricing is per clinician with features and seat limits varying by tier.
Documentation and claims are the strongest reasons to consider it. Real-time transcription includes speaker identification, and clinicians can use custom templates; batch note generation is also available on Clinic. Claims capabilities cover submission, tracking, ERA/EOB processing and denial management. Telehealth includes recording and screen sharing, while the patient portal supports secure messaging, intake forms and self-booking. These functions may suit practices that want a connected documentation-to-reimbursement workflow, though the tools are distributed across plans rather than all included at entry level.
Plan choice matters. Starter includes smart SOAP note generation, basic scheduling, a portal, secure messaging and email support. Growth adds SOAP, DAP and BIRP notes, insurance billing automation, unlimited telehealth, session recording, custom templates and priority support. Clinic adds group counseling tools, analytics, batch notes, custom integrations and an admin dashboard; Enterprise adds SSO and SAML, API access, a white-label option, custom SLA, on-site training and a dedicated support team. Integrations listed are Google Calendar and Outlook, so practices dependent on a broader connected ecosystem may prefer another option. Solo through enterprise practices are identified as fits, but smaller teams should weigh which tier contains the workflows they need.
Your product? Our editors can test FidelityNotes in depth and publish a review, labelled as paid · from $149/mo →
FidelityNotes pricing
All 4 FidelityNotes plans and prices →
FidelityNotes fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Note templates | Yes |
| Treatment plans | Not verified |
| Client portal | Yes |
| Telehealth | Yes |
| Mobile access | Not verified |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Support | |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: Google Calendar, Outlook |
| Pricing | 30-day trial (source) |
| Website | fidelitynotes.com |
| Facts checked | 24 Sep 2026 |
FidelityNotes integrations
FidelityNotes lists 2 integrations on its own site.
- Google Calendar
- Outlook
Alternatives to FidelityNotes
- TherapyNotesA full-service therapy EHR for practices that need clinical and administrative workflows together.8.8
- SimplePracticeScheduling, telehealth, intake, payments, and claims in one paid practice platform.8.7
- TheraNestTherapy practice software that brings scheduling, clinical records, billing, and telehealth together.8.5
See all FidelityNotes alternatives →
Used FidelityNotes? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used FidelityNotes for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
FidelityNotes is listed in our Therapy Notes Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/fidelitynotes/"><img src="https://www.itechguides.com/best/badge/fidelitynotes.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update