How to Create a Chart

How to Create a Chart

Overview

You can create a new chart in ICANotes+ at any time. Some fields are mandatory, while others are optional. To save time, you can hide optional fields by turning off the Show optional fields switch.


Step 1: Open the New Chart Window

  • From the Chart Room, click New Chart next to the search bar.



  • From any other screen, click New Chart in the top-right corner.


Step 2: Complete Mandatory Fields

All required fields are marked with an asterisk (*).

Enter the following:

  1. Legal First Name – Enter the client’s first name.
  2. Legal Last Name – Enter the client’s last name.
  3. Name – Populates automatically from the first name. Edit if necessary.
  4. Date of Birth – Enter the client’s date of birth using the calendar icon or type it in manually.
  5. Legal Sex – Select from the dropdown.
  6. Gender – Select from the dropdown. This also sets pronouns in narrative notes.
  7. Principal Clinician – Select the principal clinician from the dropdown.
  8. Chart ID – Populates automatically but can be edited.
  9. Clinical Team – Populates automatically but can be edited.


Step 3: Complete Optional Fields (Recommended)

Optional fields are not required but may be useful for billing, prescriptions, or portal access.

  1. Street Address 1 – Enter the client’s street address.
  2. Street Address 2 – Enter additional address information if needed.
  3. City – Enter the client’s city.
  4. State – Select from the dropdown.
  5. Zip Code – Enter the client’s zip code.
  6. Email Address – Enter the client’s email. Required for portal access.
  7. Send client an email to set up their portal account – Select this checkbox to send an invitation with a registration link.
  8. Form & Assessment Package – Select a form package to send to portal users. Clients will be notified by email.
  9. Phone – Enter the client’s phone number. A mobile number is required for SMS reminders.
  10. Send Appointment Reminders via SMS/Text – Enables SMS reminders if configured by the practice administrator.



Step 4: Create the Chart

  • When finished, click Create Chart.

  • The system redirects you to the new chart.

  • A client ribbon appears at the top of the screen showing key details such as Chart ID, appointment information, and insurance. The ribbon remains visible across all tabs (Chart Face, Demographics, Billing, Documents, Communication, Treatment Plan, Labs).


Step 5: (Optional) Hide Optional Fields

  • To streamline chart creation, locate the Show optional fields switch.

  • Set the switch to OFF.

  • Only mandatory fields will display, allowing you to create charts more quickly.





 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://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.

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