Practice Management
Add Same Primary Insured SSN for Multiple Clients
Overview This knowledge base article guides you on how to create client charts for siblings or multiple clients who share the same Primary Insured party (for example, a parent or guardian). Following this process ensures that the system correctly ...
Allow Notifications in ICANotes+
Overview This article provides step-by-step instructions for enabling browser-level notifications in ICANotes+. Enabling these notifications ensures you receive real-time alerts without needing to refresh the page. Notifications may include ...
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 ...
Redesigned Chart Face: Improved Navigation and Accessibility
Overview The Chart Face screen has been redesigned to enhance user experience by improving accessibility, navigation, and visual appeal. The new design provides a more intuitive layout, reduces scrolling, and ensures that all essential elements are ...
Configuring Dashboard Reminder Rules
Overview ICANotes+ allows you to configure reminder rules for completing and signing notes. This ensures that providers finish their notes within a specified timeframe (e.g., 3 hours, 2 days, 3 weeks, or 1 month). You can also set reminders for ...
Enabling Telehealth
Overview This article provides a step-by-step guide on enabling the Telehealth Service in ICANotes+ and initiating a telehealth session with a client. It covers the activation process, testing the service to ensure compatibility, and starting a ...
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 ...
Transferring Ownership to Another User in the Practice
Overview The system allows a practice owner to transfer ownership to another user with an Administrator role. This ensures flexibility in managing practice accounts while maintaining security and control. Prerequisites Before transferring ownership, ...
How to Configure Practice Details
Overview This knowledge base article guides on configuring practice information. Configure Practice Information Click Settings to navigate to Practice Information. General Information In General Information you can set your Practice name and type, ...
How to Document an Episode of Care
The Chart Face section displays information relating to the client’s current episode of care. Each created chart contains a new episode of care. Click the pencil icon to the right of the screen to make changes to the current episode of care. The Edit ...
How to Add Client Demographics
Overview This knowledge base article guides you on adding client's demographic details in the system. Adding Client's Demographics Provide general and expanded demographic data and client contacts within the Demographics tab of the Chart Face. Each ...
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 ...
ICANotes+ Pricing Information
Overview ICANotes+ offers flexible subscription plans designed to support a variety of clinical and administrative roles. Plans are available for prescribing and non-prescribing clinicians, as well as non-clinical users such as interns, ...
Search Clients using Medical Record Number (MRN)
Overview Creating a new chart in the system automatically assigns a Medical Record Number (MRN) to it, providing a unique identifier for each chart to maintain distinct client identities. The MRN field cannot be altered, which supports effective ...
Clinical Dashboard
Overview The ICANotes+ Dashboard provides a centralized location to access various types of notes, including In Progress Notes, Finished Notes, and Signed Notes. The General tab serves as a hub for managing these notes efficiently. Here's an overview ...
Custom Fields in Demographics
Overview In ICANotes+, when you enter client information, fields like First Name, Last Name, Date of Birth (DOB), Sex, and many more are available. However, if you need to capture additional details (e.g., identification marks) that are not part of ...
Filter Charts by Status
Overview ICANotes+ allows you to assign one of the following four statuses from the client’s chart: Active Inactive Pending Test By default, only clients with an Active status are displayed in the Chart Room. If you want to view clients with other ...
How to Copy Note Contents
Overview This article provides step-by-step instructions on how to copy and paste content from a compiled note in ICANotes+. Copying and Pasting Note Content You can copy content from any of the following note types after compiling them: Quick Note ...
How to Create Letterhead
Overview When compiling notes, the default practice address is displayed in the header of the compiled note. You can adjust its alignment from this section. Additionally, you have the flexibility to customize various aspects such as font size, font ...
Location Based Restrictions
Overview For practices with multiple locations, staff must be assigned to specific locations to ensure appropriate access to the program's sites. Administrators are automatically assigned to all locations. Non-administrators will only see and access ...
Importing Client Demographics
Overview If you're migrating a caseload of patient demographics from another EHR, ICANotes+ allows you to quickly and easily upload this information. Note: Once you download the template and upload your details, it may take around 5 to 10 business ...
How to Manage Sites
Overview If your practice operates across multiple locations, ICANotes+ provides the ability to configure these sites. You can assign a specific location to each client directly from their chart. When filtering chart details by location in the chart ...
How to Review Audit Logs
Overview ICANotes+ records and stores all user actions performed within the system in audit logs. These logs can be searched to assist in investigations. Accessing Practice Logs To access practice logs, go to Settings > Practice Settings > Practice ...
How to Add Related Contacts
Overview ICANotes+ allows you to create related contacts within the system. For example, if your practice has two clients—John Smith and Steve Smith—where John is Steve’s biological father, you can record this relationship in ICANotes+. If John is ...
How to Upload Client's Photo
Overview This article provides step-by-step instructions on how to upload a client's photo into the ICANotes+ system. Uploading a Client's Photo To upload a client's photo, open the client's chart and click on the photo icon as shown below: Once you ...
Checking Appointment History
Overview When viewing a client's chart face, you can access information about their past and upcoming appointments, as well as their full appointment history. Viewing a Client's Appointment History On the client's chart face, you will see the dates ...
Set Yourself as Principal Clinician
Overview ICANotes+ allows you to automatically assign yourself as the Principal Clinician when creating a new chart. This eliminates the need to manually select your name each time you create a chart. Configuring Automatic Assignment to Charts To ...
Managing User Invitations in ICANotes+
Overview As a practice owner or administrator, you have the ability to add new users to your ICANotes+ account. When a user is invited, they receive a registration link sent to the email address provided during setup. The registration link remains ...
Working with Chart Flag Messages
Overview The Chart Flag Message feature enables practice users to set client-specific reminders for clinicians and staff. A flag icon appears next to the client’s name on their chart, which opens a screen to create a new chart flag message. If a ...