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 the portal for the client. Please review this article for steps to activate the client portal.
To send a Default Form for the client to complete within their portal, navigate to their chart and select the Communications tab.
Expand the Client Portal panel.
Click the Choose Forms and Assessments button.
Expand the Default Forms menu and select the forms you wish to send to the client for completion. When ready, click Send Form Request Email.
The form(s) sent will appear with the Sent status. When the client has completed the form, the status will update to completed.
Acknowledgement of Rights and Responsibilities





Notice of Privacy Practices




Records Release Authorization


Self Pay Agreement

Treatment Consent - Adult

Treatment Consent - Minor

FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
*********************************
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
*********************************
Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
Related Articles
Premium Patient Portal Built-In Forms
Premium Patient Portal Built in Forms By default, five built-in forms are available for use in the Premium Patient Portal. These forms can be managed by Patient Portal Admins by logging into the patient portal admin page here: ...
ICANotes Updates for April 4, 2022
ICANotes Updates for April 4, 2022 Share this: ICANotes Updates for April 4, 2022 Changes made to ICANotes in our April 4, 2022 release are described below. Please call ICANotes Support at 443-569-8778 if you have any questions or visit our ...
How to Upload Portal Forms
ICANotes provides some forms that can be uploaded to the upload site for your patients to fill out. For information about all features including printable PDF instructions for your office and your patients, please see our Premium Patient Portal ...
Audit Logs Available
Audit Logs Available Audit Logs will allow you to monitor where, when, and who accessed patient information. This is useful for monitoring and avoiding any HIPAA-related access issues. Please note that this article is intended for Group ...
Uploading Telehealth Forms to the Portal
Uploading Telehealth Forms to the Portal This Knowledge Base article will guide ICANotes customers through the workflow of uploading telehealth forms to the Upload Site to make them visible to patients via the Premium Patient Portal. For more details ...