Client Portal
Revoking Client Portal Access
Overview Practice users can revoke a client's access to the Client Portal. After access is revoked, the client cannot sign in to the Client Portal until access is activated again. Revoke Client Portal Access Open the client's chart. Select the ...
Managing Your Profile in the Client Portal
Overview The My Profile page allows you to review and update personal information stored in the Client Portal. Any changes made to your profile are automatically reflected in your practice's records. You can update information in the following ...
Using the Dashboard in the Client Portal
Overview The Dashboard is the first page displayed when you sign in to the Client Portal. The Dashboard helps you stay up to date by displaying items that require your attention, such as forms to complete, documents to review, invoices, superbills, ...
Managing Messages in the Client Portal
Overview The Messages feature allows you to securely communicate with your practice through the Client Portal. You can compose new messages, view received and sent messages, reply to messages, print messages, and delete messages. To access the client ...
Managing Documents in the Client Portal
Overview The Client Portal allows you to review, sign, download, and manage documents shared by your practice. Documents such as forms, clinical notes, invoices, and superbills can be accessed from the My Documents section. You can also request ...
Requesting an Appointment from the Client Portal
Overview The Client Portal allows you to request appointments, view upcoming appointments, accept appointment invitations, and cancel appointments when needed. Appointment requests submitted through the portal must be reviewed by your practice before ...
Managing Multiple Clients with a Shared Email Address
Overview ICANotes+ enables parents or guardians to access their children's clinical data through the Client Portal while maintaining a shared email address. This guide provides step-by-step instructions to create charts for dependents, add related ...
Sending Assessments / Intake Package to Client Portal
Overview ICANotes+ enables clinicians to send assessments to portal-enabled clients through the Client Portal. Assessments can be sent individually or as part of an assessment package, allowing clients to complete required forms remotely before or ...
New Client Portal Experience
Overview The Client Portal has been refreshed with an updated look and feel designed to provide a more intuitive experience for clients. The refresh focuses on improving usability and navigation, starting with an enhanced registration experience for ...
Customizing the Client Portal Invitation Email
Overview This article explains how users can customize the email sent to clients when inviting them to register for the Client Portal. It covers how to update the email subject and message content, use available merge fields to personalize the ...
Customizing the Form Package Email Sent to Clients
Overview This article explains how to customize the email sent to clients when a provider sends a package of forms or assessments. It describes how to modify the email subject and message content, use available merge fields to personalize the ...
Customizing the Single Form Email Sent to Clients
Overview This article covers customization of the email sent when a single form or assessment (not part of a package) is sent to a client. Where to Find This Setting To find the setting, follow these steps: In the left sidebar, select Settings. ...
Customizing the Client Portal Message Notification Email
New client portal experience is coming The Client Portal has been redesigned with an updated user interface. Screenshots, labels, and page layouts shown in this article may differ from what you currently see in the portal. The steps and functionality ...
Making Payments and Saving Cards on File in the Client Portal
Overview The My Account section of the Client Portal allows you to view account balances, make payments, and manage saved payment methods. If your practice allows online payments, you can pay outstanding balances, save payment methods for future use, ...
Sending a Client Portal Invitation and Practice Forms During Chart Creation
Overview ICANotes+ enables you to send a Client Portal invitation and assign practice forms or assessments while creating a new client chart. This workflow allows you to create the chart, invite the client to the portal, and request documentation in ...
Resending a Client Portal Invitation
Overview Client Portal invitation links expire 7 days after they are sent if the client does not complete registration. This article explains how to resend an expired Client Portal invitation and what clients can expect during the registration ...
Sharing Documents, Notes and Treatment Plans to the Client Portal
Overview This article explains how to share documents, clinical notes, and treatment plans with clients through the Client Portal. Providers can share documents in two ways: Share – Sends a downloadable copy of the document to the client’s portal ...
Creating an Intake Package for Client Portal Users
Overview You can send clinician-rated assessments to Client Portal users individually or as part of a package. Form & Assessment Packages allow you to group multiple forms together so they can be sent more efficiently through the Communications tab ...
Messaging Clients from ICANotes+
Overview ICANotes+ enables you to securely send and receive messages with clients through the Client Portal. You can use the Messaging section within the client chart to communicate directly with portal-enabled clients and review message history ...
How to Activate the Client Portal
Overview This article explains how to activate Client Portal access for a client in ICANotes+. Before activating portal access, ensure the client's email address is recorded in their chart. Once access is activated, the client receives an email ...
Requesting Advanced Custom Forms in ICANotes+
Overview ICANotes+ enables practices to request Advanced Custom Forms for the Client Portal when the standard in-app form templates do not meet specific workflow or documentation requirements. Advanced Custom Forms provide customized fields and ...
Uploading a Form to the Client Portal
Overview This article demonstrates how practice administrators can upload a fillable PDF form or an information sheet that can be sent to the client portal for download. Step 1: Navigate to the Forms Section Select Settings from the left sidebar. ...