How to Edit Chart Status

How to Edit Chart Status

Overview

This knowledge base article explains how to update the chart status in ICANotes+. You can change the status between Active, Inactive, Pending, and Test as needed.

Updating Chart Status

When a new chart is created in ICANotes+, its status is set to Active by default. To change the status, go to the client's chart face and select a different option from the status dropdown. Refer to the screen below:


 

 

The available status options are:

  1. Active
  2. Inactive
  3. Pending
  4. Test

 

Watch the Video

Click here to watch a video about this feature.

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.


    • Related Articles

    • Filter Charts by Status

      Overview ICANotes+ allows you to assign one of the following four statuses from the client’s chart: Active Inactive Pending Test By default, only clients with an Active status are displayed in the Chart Room. If you want to view clients with other ...

    • How to Add, Edit, Delete Treatment Plan

      Overview Only authorized users can add, edit, or delete treatment plans. This knowledge base article guides you through adding, editing, and deleting treatment plans. You can also restore the treatment plan after deleting it. Add / Edit Treatment ...

    • 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 ...

    • 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 ...

    • Working with Chart Flag Messages

      Overview The Chart Flag Message feature enables practice users to set client-specific reminders for clinicians and staff. A flag icon appears next to the client’s name on their chart, which opens a screen to create a new chart flag message. If a ...