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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 ...