Messaging Clients from ICANotes+

Messaging Clients from ICANotes+

InfoNew client portal experience is coming
The Client Portal has been redesigned with an updated user interface. Screenshots, labels, and page layouts shown in this article may differ from what you currently see in the portal. The steps and functionality described in this article remain accurate, and any exceptions will be identified within the article.

Overview

ICANotes+ enables you to securely send and receive messages with clients through the Client Portal. You can use the Messaging section within the client chart to communicate directly with portal-enabled clients and review message history related to that client.

Access the Messaging Section

  1. Open the client chart.
  2. Select the Communications tab.
  3. Navigate to the Messaging section.

Notes
If Portal access has not been enabled for the chart owner, messaging functionality will be unavailable.

Once Portal access is enabled, the Messaging section displays the client-specific inbox.




Send a Message to a Client

  1. Open the client’s chart.
  2. Select the Communications tab.
  3. Navigate to the Messaging section.
  4. Click Compose.
  5. Enter the message details.
  6. Send the message to the client.

Clients can view and respond to messages through the Client Portal.




Review Client Message History

The client-specific inbox stores communication related to messages exchanged between you and the client.

Only messages exchanged between you and the client are visible in the inbox. Communication between the client and other clinicians within the practice is not displayed.





Notes

  • Messaging is available only after Portal access has been enabled for the chart owner.
  • Clients must log in to the Client Portal to view and respond to messages.
  • Each clinician can view only their own communication history with the client.

FAQs

Why is the Messaging section unavailable?
The Messaging section remains disabled until Portal access is enabled for the chart owner.

Where can clients view messages from clinicians?
Clients can access messages by logging in to the Client Portal.

Can I view messages between the client and other clinicians?
No. The inbox displays only messages exchanged between you and the client.

What types of notifications appear in the client inbox?
The inbox may include notifications related to Client Portal activity, such as updates to demographic or insurance information.

Can I send messages to clients without Client Portal access?
No. Clients must have access to the Client Portal to receive messages through the Messaging section.

Does each client have a separate inbox?
Yes. Each client chart contains a dedicated inbox for communication related to that client.


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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