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Using In-app Messaging
Overview The In-app Messaging feature allows practice users to send internal messages to other users within the practice. When a new message is received, a notification bubble appears, displaying the number of unread messages. Users can reply to or ...
How to Send an Assessment via Client Portal
Overview ICANotes+ provides a range of assessments that can be sent to clients either individually or as part of a package. Before sending an assessment, ensure the client's portal is activated. Prerequisites To learn how to activate the client ...
Practice Note Settings
Overview This guide covers the workflow for practice owners customizing note settings at the group level in ICANotes. Navigate to Note Settings From the left-hand navigation menu, go to Settings Click into the Note Settings section. Here you can ...