Calendar
Accessing Quick Calendar Features
Overview The Quick Calendar provides a streamlined view of a clinician’s daily schedule. It is designed for clinicians, schedulers, and front-office staff who need a quick way to verify appointments, update appointment statuses, print schedules, or ...
Schedule an Appointment in a Client's Time Zone
Overview You can schedule appointments based on a client's time zone. This allows you to view your calendar in the client's local time and select the appropriate appointment slot. Schedule an Appointment in a Client's Time Zone Go to Calendar. Select ...
Syncing Google Calendar with the ICANotes+ Calendar
Overview Google Calendar Sync allows you to connect your Google Calendar with the ICANotes+ Calendar. The integration supports bi-directional synchronization: Appointments created in ICANotes+ can be pushed to Google Calendar. Events created in ...
Launching a Telehealth Session from an Appointment
Overview ICANotes+ allows clinicians to schedule and conduct telehealth appointments directly from the Calendar. Before a telehealth session can begin, the appointment must be configured as a telehealth visit and client consent must be obtained. This ...
Calendar: Knowledge Base Articles
Overview This section contains articles covering the Calendar experience and its features. Use the links below to learn how to schedule appointments, manage availability, configure calendar settings, and perform other common Calendar tasks. List of ...
Submitting Appointment Requests By a New User (Using the Quick Share Link)
Overview Use this article to enable and manage appointment requests from new clients who do not use the client portal. After configuration, you can share a booking link that allows new clients to request appointments online. If the returning clients ...
Submitting Appointment Requests from the Client Portal
Overview Use this article to enable and manage appointment requests from client portal users (returning clients). After configuration, clients can request appointments from the portal, and you can confirm or cancel those requests from the calendar. ...
Scheduling a Group Appointment
Overview ICANotes+ enables you to schedule group appointments to conduct therapy sessions for multiple clients at the same time. Using the Therapy Group feature, you can create therapy groups and associated group rosters to manage participants. When ...
Blocking Availability
Overview Use Block Availability to prevent appointments from being scheduled during specific dates and times. This option is useful when a clinician is unavailable due to vacations, meetings, training, holidays, or any other planned time off. Block ...
Adding Recurring Availability
Overview Use Recurring Availability to define a clinician’s regular, repeating schedule for client appointments. This option is ideal for setting up standard weekly working hours, such as every Monday to Friday from 9:00 AM to 5:00 PM, or specific ...
Scheduling an Individual Appointment for a Client
Overview ICANotes+ enables you to schedule and manage client appointments efficiently. You can create one-time or recurring appointments, update appointment details, change appointment statuses, and delete appointments as needed. This article ...
Adding One-Time Availability
Overview Use One-Time Availability to make a clinician available for appointments on a specific date only. This option is especially useful for self-scheduled appointments, where clients request appointments through a self-scheduling link and see ...
Navigating Day, Week, and Month Views on the Calendar
Overview This knowledge base article provides a detailed guide on navigating the Calendar feature in ICANotes+. You will learn how to switch between the different calendar views (Day, Week, and Month) and understand how each view organizes and ...
Sending Appointment Reminder Emails to Clients
Overview In ICANotes+, you can send appointment emails to notify clients when you schedule an appointment and remind them before the appointment begins. For example, you can: Send a notification when the appointment is scheduled. Send a reminder 12 ...
Filtering Appointments and Availability on the Calendar
Overview ICANotes+ provides flexible filtering options on the Calendar to help you quickly focus on the appointments you need to see and to identify available time slots based on specific criteria. You can filter existing appointments and provider ...
Checking Insurance Eligibility from the Calendar
Overview ICANotes+ allows the billers to check clients insurance eilgibility from the calendar. Insurance eligibility can be checked from the various locations in the software, however, this knoweledge base articles focuses only checking it from the ...
Showing Patient Calendar Notes on Appointments
Overview The Patient Calendar Notes feature allows you to enter client-specific notes in the demographics that automatically appear on all of the client’s appointments. This enhancement ensures that important information is visible during scheduling ...
Creating a Note from an Appointment
Overview When you schedule an appointment from the Calendar, you can create a note directly from that appointment. Creating the note at the time of scheduling automatically links it to the appointment, helping streamline your documentation workflow. ...
Setting Up Default Calendar for Clinicians
Overview You can define default working days and hours for clinicians in your practice to control the calendar’s default view. For example, if your practice operates Monday through Friday from 9:00 AM to 6:00 PM, you can configure these settings as ...
Sending SMS/Text Appointment Reminders to Clients
Overview ICANotes+ enables you to send SMS/Text reminders to clients about their scheduled appointments. This feature helps reduce no-shows, improve client engagement, and provides flexible configuration options for scheduling and customizing ...
Managing Appointment Types in the Calendar
Overview Appointment types in ICANotes+ allow users to define different categories of appointments, such as office visits, home visits, or telehealth sessions. These appointment types can then be selected when scheduling appointments for clients. ...
Resolving Google Calendar Sync Issues with ICANotes+
Overview This Knowledge Base article provides instructions for fixing the Google Calendar sync feature in ICANotes+ when it stops working. If you haven't enabled Google Calendar sync yet, please refer to this article to get started: Syncing Google ...