Popular Articles
Default Portal Forms Available in ICANotes+
Overview ICANotes+ offers eight default forms you may send to clients individually or as part of a form package. Previews of each available form can be found further down in this article. Before sending a form to the client, you will need to activate ...
Readability Enhancer: Use AI to Improve Your Note Content
Overview The Readability Enhancer feature in ICANotes+ uses artificial intelligence (AI) to help improve the clarity and professionalism of your note content. You can refine the entire note or enhance specific sections based on your needs. ⚠️ ...
Clinical Summary
Overview ICANotes+ enables practice users to generate clinical summaries for their clients. Much like other notes, users can construct a clinical summary, compile it, and capture the clinician's electronic signature. Clinicians have the ability to ...
Co-signature
Overview In ICANotes+, providers have the ability to request co-signatures from fellow providers for their notes. After creating, compiling, and signing a note, the sender can initiate a co-signature request. The recipient providers will then see the ...
Process a Refund From the Client Chart
Overview This article demonstrates how to refund a payment from the client's chart in ICANotes+. The refund feature can be used by both customers processing payments with the ICANotes+ credit card processing feature and by customers who simply record ...