Reviewing Notes and Other Documents
How to Pull Up Notes and Other Documents
On the main patient Chart Face, you will find a list of all of the notes, evaluations, form letters, custom forms and other documents that have been created in ICANotes for this patient, going in reverse chronological order (newest listed first), on the right-hand side.
Scroll down the list to find older notes. Click Show all in red to use the filtering options to filter documents by Note Type:
You may also access notes in PDF form via two methods:
- Using the
tab found at the top of the patient’s Chart Face. When notes are compiled in ICANotes, they are automatically converted to PDFs at midnight that same day. Clicking the Documents tab allows you to view any notes created in ICANotes that have been converted to PDF, as well as any documents that have been uploaded to that patient’s chart. Like the main Chart Face, the Documents tab also has a filter, which will enable you to narrow your search:
- From the ICANotes Upload Site. The ICANotes Upload Site, available from any web browser, allows you to scan external documents into ICANotes. Any existing documents found in the patient’s chart may be viewed, deleted, or saved to your local computer from the Upload Site. Just visit https://upload.icanotes.com/ to perform these actions.
Related Articles
Scanning and Uploading Documents to Patient Charts
Scanning and Uploading Documents to Patient Charts Follow these instructions to upload documents from your local computer into a patient's chart in ICANotes. 1. Open your web browser and navigate to the following location: https://upload.icanotes.com ...Sending Multiple Documents via Kno2
Sending Multiple Documents via Kno2 For customers utilizing the Kno2 integration, we now offer the ability to send multiple files at once to a direct message address or fax. If your Kno2 integration has not yet been setup, please see our Knowledge ...ICANotes Release Notes for January 2025
ICANotes Release Notes for January 2025 Share this: ICANotes Updates for January 2025 Changes made to ICANotes in our January 2025 release are described below. Please call ICANotes Support at 443-569-8778 or chat at icanotes.com if you have any ...Reviewing Past Psychiatric, Social History, or Family History (PSFH)
Reviewing Patient Past Psychiatric, Social and Family History (PSFH) If you need to quickly pull up a patient’s past psychiatric history, social history, or family history, look for the Progress Note, Part 1 tab () from any standard progress note, ...Save Referrals & Lab Reqs As PDFs in Documents Tab
Save Referrals & Lab Reqs As PDFs in Documents Tab This knowledge base article will demonstrate the ability to save referrals and laboratory requisitions as PDFs in the Documents tab. Referrals: 1. In the Referral/Consult Form area, choose/click an ...