Reporting Time Spent In Sessions

Tracking Time Spent in your sessions can be done within ICANotes using the Billing/Productivity Report. 

From the Chart Room, Select the Reports option.

From the droprown, select the Billing/Productivity Report.

When the report opens, you will need to select your filter options. You can use as many or as few filter options as you would like. The only filter options that are not able to be blank are Range of Dates and Export by Date Range.

The Range of Dates defaults to beginning on the first day of the current month and ending on the current date. You can change this in the purple box.

The red box indicates which aspect of the note the Range of Dates uses to populate your results. Encounter Date is the default, and most commonly used option.  

The green box indicates filter options that are available for use. 

The yellow box (Report Summary) contains a list of the currently selected filter options. 

Once you have added your desired filters, click on the Note Search Options button. 

Select the note types you would like included in your report. This can be done by manually checking boxes for note types to include. For the purpose of this guide, All note types are being used. You can click on None to de-select all not options.

Once your have selected the Note Types to include in your Report, Click on the Productivity Report (Columns) button to populate your results.

Your results will populate in list form, with the Time in a column as indicated below. This information calculates based on the Start and End times used in the note, with a total at the bottom. 

For one of the sessions, the clinician did not enter the Start and End times. This can be updated using the Edit Work Area button. Only the Note Owner or the Supervisor of the Note Owner will be able to access the Work Areas to make changes.

This will populate a window that will allow you to make changes to several areas of the note. Click on the Start Hour field and select the appropriate option from the dropdown. Complete this for the Start Minute, End Hour and End Minute fields as well. These fields can be manually modified if you want to do so.

Click on Continue to return to the report.

The changes made in the Work Area will update the information on the report and update the total at the bottom.

Once you have your report, you can Print or Export the Results to the Upload Site.

To Print the Report, Click on Print This Report. You will be prompted to select one one of two options. 

This is the print preview for the Regular view:

This is the print preview for the Expanded view:

Selecting the Export This Report option will populate Filter options to use for your export. 

You can select the filters as you would like, then click Export.

An alert will populate letting you know to access the Upload Site to access your report.

Sign in to the Upload Site with your ICANotes Username and Password.

1. Select the Exports option along the left

2. Then select which format you would like to use to download the report.

The finished export can be opened with Excel, or another program that uses the EXCL or CSV formats.