ICANotes+ enables practices to request Advanced Custom Forms for the Client Portal when the standard in-app form templates do not meet specific workflow or documentation requirements. Advanced Custom Forms provide customized fields and formatting designed to support practice-specific needs.

Request an Advanced Custom Form

For portal forms that cannot be created using the existing in-app templates, complete the ICANotes+ Form Request form to submit your request.

After submission:

• The request is reviewed by the ICANotes+ team.
• A confirmation email is typically sent within one business day.
• Most custom form requests are completed within 1–2 weeks.

Additional time may be required if further clarification or feedback is needed to complete the request. The ICANotes+ team will communicate any required follow-up information to help avoid delays.

FAQs

When should I request an Advanced Custom Form?
Request an Advanced Custom Form when the existing in-app form templates do not support your practice’s documentation or workflow requirements.

How do I submit a custom form request?
Submit the request using the ICANotes+ Form Request form.

How long does it take to receive a response after submitting a request?
A confirmation email is typically sent within one business day after the request is submitted.

How long does it take to complete a custom form request?
Most Advanced Custom Form requests are completed within 1–2 weeks.

Can custom form requests take longer than the estimated timeframe?
Yes. Additional time may be required if the ICANotes+ team needs clarification or additional information about the request.