FidelityNotes review
A cloud behavioral health EHR centered on audio-based notes and insurance workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
FidelityNotes pros and cons
- 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
FidelityNotes fact sheet, pricing and score →
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