Clinical Charting
Formatting Shrub Content in Notes
Overview When creating shrub content in notes, you can format the text to suit your needs. The formatting toolbar allows you to: Make text bold, italic, or underlined Add numbered or bulleted lists Change the font size Apply strikethrough Adjust ...
Primary Care Note
Overview ICANotes+ enables you to create a Primary Care Note. Like other notes, you can use shrubs to capture content efficiently. You can also document service codes, diagnosis codes, prescribe medications, and record risk factors, medical history, ...
Form Layout Options: Sections or One Page
Overview When designing forms in the EHR, you can choose how they appear to your team: Sections (step-by-step): Breaks the form into smaller parts with navigation buttons. Recommended for longer forms. One Page (headings): Displays the entire form on ...
Ambient Listening - Auto-Generate Notes from Client Sessions
Overview Ambient Listening is a powerful feature in ICANotes+ that automatically drafts a clinical note based on the provider's conversation with the client during a session. This feature uses ambient voice capture technology to listen passively in ...
Readability Enhancer: Use AI to Improve Your Note Content
Overview The Readability Enhancer feature in ICANotes+ uses artificial intelligence (AI) to help improve the clarity and professionalism of your note content. You can refine the entire note or enhance specific sections based on your needs. ⚠️ ...
Documenting Client Calls with Clinical Messages
Overview The Clinical Message feature in ICANotes+ allows practice users to document messages received from a client’s friend, relative, or any other caller. In addition to capturing third-party messages, this feature is also useful for clinicians to ...
List of Forms / Assessments in ICANotes+
Overview This Knowledge Base article outlines the forms and assessments available in ICANotes+. You can also send these forms and assessments to client portal users, allowing them to complete and submit them back to the practice. List of Forms / ...
Caseload Security
Overview The Caseload Security feature provides three customizable options for chart access for clinicians. Clinicians can either be granted access to all activities in shared charts within their clinical team, as determined by the client's Chart ...
Electronic Lab Orders and Results
Overview ICANotes+ enables you to electronically place orders and receive results. After successfully integrating with the desired labs, coordinate further configuration with our customer support team. Once the connection is established, you will see ...
Manual Lab Orders and Results
Overview ICANotes+ enables practice users to manually submit lab orders to external laboratories. Users have the capability to place orders for multiple tests simultaneously. After placing the orders and obtaining the results, they can manually input ...
Integrated Intake Feature
Overview This knowledgebase article guides you to the workflow for the standard intake form that you can configure for your new / returning clients. We can configure the pre-screening form for your clients as per your practice needs. When they visit ...
ASAM / Chemical Dependency Assessment
Overview ICANotes+ enables you to document information within the ASAM note, which comprises six dimensions. After recording details for each dimension, you can generate and preview the note from the Recommendation tab. Within this tab, you can enter ...
Co-signature
Overview In ICANotes+, providers have the ability to request co-signatures from fellow providers for their notes. After creating, compiling, and signing a note, the sender can initiate a co-signature request. The recipient providers will then see the ...
Clinical Summary
Overview ICANotes+ enables practice users to generate clinical summaries for their clients. Much like other notes, users can construct a clinical summary, compile it, and capture the clinician's electronic signature. Clinicians have the ability to ...
Discharge Summary
Overview ICANotes+ enables you to generate discharge summaries for your clients from the compiled notes. When you compile any notes other than the Clinical Summary and Treatment Plan, you can see an option to create a discharge summary within the ...
Configuring and Using the ICD-10 Shortlist
Overview You can configure and record ICD-10 diagnosis codes in multiple ways while creating notes. When adding a diagnosis code, you can also assign the appropriate status. You can record diagnosis codes in the following ways: Narrow down from the ...
How to Print or Download Notes
Overview This knowledge base article guides you on printing and downloading the notes in ICANotes+. You can print or download any of the following notes after compiling them. Quick Note Case Management Couples/Family Therapy Progress Note SOAP Note ...
How to Create a Chart
Overview You can create a new chart in ICANotes+ at any time. Some fields are mandatory, while others are optional. To save time, you can hide optional fields by turning off the Show optional fields switch. Step 1: Open the New Chart Window From the ...
How to Delete a Note
Overview In ICANotes+, you can delete notes that you have created for clients. To delete a note, you must first access the client’s Work Area. Steps to Delete a Note Go to the client’s Work Area. Locate the note you want to delete. Select Delete this ...
How to Edit Chart Status
Overview This knowledge base article explains how to update the chart status in ICANotes+. You can change the status between Active, Inactive, Pending, and Test as needed. Updating Chart Status When a new chart is created in ICANotes+, its status is ...
Creating Custom Content
Overview You can create and manage custom note content in two ways: Add content directly into the shrub area where existing content displays. Use stand-alone buttons to the right of the text field. Once created, custom buttons can be used for any ...
Restoring Deleted Notes
Overview This guide explains how ICANotes+ users can restore deleted notes from a client’s chart. Steps to Restore a Deleted Note Navigate to the client’s chart. Open the Chart Face tab. In the notes section, locate the filter dropdown. From the ...
Using Dragon to Dictate in ICANotes+
Overview We have tested and confirmed Dragon (Dragon Home 15) works very well right out of the box with ICANotes+. Here are some points to consider if you are planning to use Dragon to dictate in ICANotes+: Fields which involve numeric values (like ...
Configure Default Note Settings
Overview On the client’s chart face, multiple note types are available, such as Progress Note, SOAP Note, and Quick Note. You can prioritize the note type you use most frequently for quicker access. For example, if you regularly create Progress ...
Part-Time Clinician Note Limit
Overview ICANotes+ offers a part-time clinician subscription plan that includes a monthly note creation limit. This article explains how the note limit works, what happens as you approach or reach the limit, and how to take action if needed. Monthly ...
What information carries forward from note to note?
The following information will carry forward from note to note in ICANotes+. As a general rule of thumb, look to the bottom of each note type to view the Key designating how color-coded fields behave within notes: Yellow = Specific to this note (does ...
Working with Notes
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 ...
Assessments and Rating Scale
Overview Within ICANotes+, you have the capability to perform assessments and automatically generate ratings based on these assessments. These ratings can be integrated into various notes, including Progress Notes, Case Management records, Complete ...