Overview  

ICANotes+ enables you to create a variety of note types. Once notes are created, they can be compiled and signed, with access provided on the Dashboard under categories such as In Progress Notes, Finished Notes, and Signed Notes. 

• Quick Note
• Case Management
• Couples/Family Therapy
• Progress Note
• SOAP Note
• Complete Evaluation
  
• Discharge Summary
• Clinical Summary

Note: It is recommended to create notes on current or past dates. If a note is created and compiled with a future date, it will not appear on the Dashboard.

In this knowledge base article, the Progress Note is considered as an example. Similarly, you can access these features in the respective notes.  

Step 1: Create a Note from Multiple Locations  

There are two locations you can create the notes from. Calendar and Chart Face.

Create Note from Calendar  

When you access an appointment from the calendar, you will see an option Start Note from Appointment checkbox as shown in the screen below. On selecting the checkbox, the Note Type dropdown will appear with a list of notes. Select a note that you want to create and click Save.

Create Note from Chart Face  

When you navigate to the client's chart face, you will see all the notes as highlighted in the screen below. You can click on the desired note to create a one.

Step 2: Add or Update Shrub Content

ICANotes+ allows you to build your shrub content automatically based on your selection in the left pane. You can select the applicable categories and sub-categories from the left pane and the system will automatically build and display the shrub content in the yellow card as depicted in the screen below:

Step 3: Create Follow-up Notes 

Within the notes, you can document follow-up visit details for the client on a need basis. The follow-up visit details will appear on the compiled note. 

When you click the Follow-up dropdown, all the pre-configured options for the follow-up visit will appear as shown below. Choose an appropriate one based on the needs of the client.

 

When you compile the note, the follow-up visit details will appear as shown in the screen below:

Step 4: Document Health Concerns and Risk Factors in Notes  

You can document client's health concerns and risk factors in the notes. You can print them on the compiled note if you want to do so. Locate the Health Concerns and Risks section on the Progress Note as shown below:

You can document the health concerns and the risk factors on the following notes:

• Couples/Family Therapy
• Progress Note
• SOAP Note
• Complete Evaluation

In the following screen, you can locate that the health concerns and risks are entered. You can also choose to print them on the compiled note by selecting Yes in the Include Notes/Risk Factors in PN option underneath the health concerns box.

When you compile the notes, the health concerns and risks will appear as shown in the screen below:

Step 5: Document Medical History in Notes 

You can document the medical history on the following notes:

• Progress Note
• SOAP Note
• Complete Evaluation

In the following screen, you can locate that the medical history is entered. You can also choose to print it on the compiled note by selecting Yes in the Include Med History in PN option underneath the medical history box.

When you compile the notes, the medical history will appear as shown in the screen below:

Step 6: Document Private Notes  

There could be an instance when the providers may want to document some notes for the client but they don't want to print them on the compiled note. ICANotes+ allows the providers to document private notes.

The provider can document private notes for the following:

• Case Management
• Couples/Family Therapy
• Progress Note
• SOAP Note
• Complete Evaluation

On clicking the Enter Private Notes button, the following screen appears that allows you to document the confidential notes. You can enter multiple notes on different dates by clicking the Enter New Note Date and Separator button from the top right corner as shown below.

Step 7: Link a Note to an Appointment 

There is an option to link your note with an appointment. When you create a note, the Link Note to Appointment option appears on the top as depicted in the screen below:

Clicking the Link Note to Appointment option opens the following screen. It lists all the appointments you have created for the client on the calendar. Select the desired appointment to link the note and click Save.

Once the note is mapped with the appointment, you can see the following message showing the linked appointment's date and time. However, you can change the appointment by clicking the Change appointment link.

Step 8: Compile a Note 

Once you document the shrub content and all the necessary details, you can compile the notes by clicking the Compile and Preview button as depicted in the screen below:

When you compile the note, it appears as shown in the screen below:

On the compiled note, you can,

• Copy the note content
• Download the note
• Print the note
• Capture the electronic signature on the note
• Go to chart face from the note
• Generate invoice
• Create Clinical Summary
• Create Discharge Summary

Step 9 (Additional): Update Note Content

Clinicians can update note content at any time. If a note is updated after it has been compiled or signed, the note must be compiled and signed again.

To update a note, click Work Area.

See Who Last Updated a Note

You can also identify the most recent clinician who updated the note directly from the chart face. The initials of the last clinician to edit the note appear next to the note status, regardless of the current status of the note.

Hover over the initials to view:

• The clinician's full name
• The type of update made
• The date and time of the update

The badge updates automatically each time a clinician saves changes to the note, including updates to:

• Note text
• Diagnoses
• Medications
• Service codes
• Appointment links
• Assigned user
• Site
• Note date
• Follow-up details
• Other clinical note fields

If the most recent action was signing the note, the tooltip shows who signed the note and when.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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