Richard Morgenstern, MD
Richard was raised in Rahway, New Jersey. He went to Rutgers University and Tufts Medical School. He did his psychiatric residency at New York Medical College, Metropolitan Hospital.
Over the course of his professional career Richard did many things, including a private, psychotherapy oriented private practice which slowly segued into a psychopharmacology practice, as the medications got better. Also, he was a consultant, at various times in his career, to nursing homes, schools, prisons and other such institutions in his area.
He was, for a number of years, the Medical Director of one of New Jersey’s State Psychiatric Hospitals where geropsychiatric patients were treated. Richard was an early computer enthusiast and bought a TRS80 in 1978. He deeply regrets throwing it away some years later. On it, he taught himself Basic. He still remembers that CLS= Clear the Screen.
Around 1995 Richard decided that writing the same phrases over and over was not how he wanted to spend his professional time, and that a computer could do it. Fortuitously, the salesperson at MacMall suggested he buy and teach himself FileMaker. Richard decided that if he could just push a button that put into his note, “Patient convincingly denies suicidal ideation or intent” he would be happy. ICANotes flowed from that desire. He considers the years spent using his own program during the day and adding new features or fixing bugs in the evening the best part of his career. However, an inexpertly written program and a business are two widely different things. ICANotes was a hobby until his brother Don Morgenstern and his daughter's friend Dave Fencik responded to Richard’s pleas for help. Without Don’s business savvy and Dave’s technical savvy it would still be a hobby. Without Mark Conrad the program would still look silly and run slowly. Without Courtney and Steve the company would grind to a halt.
Founding Partner, President
Don was raised in Rahway, New Jersey in a house with a small family business (a Medical Laboratory) attached. He started his first business (a Marina Snack Bar) at 16. Don went to Ohio State University and got an MBA at Long Island University. He then started his second business; The Library Sign Company, which provided signs to libraries across the United States.
Don joined ICANotes when it seemed to have as many bugs as buttons, and his valiant service as business manager, flak catcher, and unpaid employee was instrumental in getting the company going.
It was Don's insight that ICANotes is a customer service company first and software second. Also, he has an unrivaled talent for finding talented people and for insisting on unending improvement in programming, technology, reliability and, of course, customer service.
Don is married, has two grown children, is a Master Gardener and has an extremely small carbon footprint due to his interest in geothermal, solar voltaic, and other renewable energy technologies and products. He lives in Annapolis, Maryland.
Partner, Chief Architect
Dave grew up in Moonachie, NJ (a real place). He is an identical twin and a born computer expert. He began taking things apart as soon as he could walk and wrote his first computer program on a Commodore 64 when he was 8. He was voted "most intellectual" of his high school class. He was a Computer Science major at Rutgers and seems to know everything there is to know about computers, the Internet, and hacking....er, computer security.
Dave began providing advice to ICANotes while he was still in college and joined the company soon after graduating. He oversaw every technical aspect of the early company, including the all important migration from a simple, stand-alone program to an internet program based in a data center in a server farm. Dave is happiest solving technical problems, monitoring and integrating cutting edge technologies into ICANotes.
Dave enjoys the outdoors. His favorite activities are running, cycling, snowboarding, and snorkeling. He is proud to ride his bicycle into town every day to drink coffee at the local coffee shop and visit the local market.
Dave found the girl of his dreams and married her. They currently live in Maywood, NJ.
Partner, Chief Developer
Mark grew up near Washington, D.C. He went to Vassar College, then completed a Masters degree in Psychobiology from the Univ. of Michigan where he studied visual perception. Not wanting to spend his life in a research lab with monkeys, he trained in Chinese Medicine in Santa Fe, New Mexico, and practiced acupuncture for five years.
Mark started to teach himself programming in 1986 after he saw a six year old make a drawing using the mouse on a Macintosh. He has worked as a consultant designing FileMaker database systems at the Dept. of Energy, Qwest Telecom, GE, and most recently a five year stint at Eli Lilly prior to joining ICANotes.
Mark never seems to settle down - he just loves to be stimulated by new challenges. He also loves to listen to music, ride his mountain bike, teach Yoga, and take long walks with his wife.
Partner, Chief Customer Officer
Courtney was born in Kentucky but was an "army brat" and grew up on army bases from California to Panama.
ICANotes Partner Don Morgenstern had coffee every morning at the City Dock Coffee Shop where Courtney was the manager and he noticed how efficient she was and how easily she got along with customers and co-workers. He offered her a job in 2008 and was impressed that she expressed a loyalty to the Coffee Shop. Nevertheless, she accepted a part time job and quickly impressed Don, and everybody else, with the speed at which she learned, her willingness to ask questions, her perfect record keeping, and her facility with customers with support questions. After giving the Coffee Shop ample notice she joined ICANotes full time and soon became an equity partner.
Courtney is a vocalist in her church's worship band, a voluntary teacher of English to the local Hispanic community, and recently adopted a cat named Oliver that she taught to "sit." She lives in Annapolis with her husband Ryan. They recently bought their first house.
Partner, Chief Executive Officer
Sandy was raised in Laguna Hills, California. She went to Stanford University where she majored in communication. Sandy began using her first computer, an Apple II, at the age of 12 and by age 15 was using her computer skills professionally. She was voted “most likely to succeed” in high school and “most likely to stay up all night typing your paper, baking you a cake, and driving you to Fresno” in her college dorm.
An avid reader, Sandy has a lifetime love of learning and embraced the potential of the internet early on. She created and operated her own e-commerce website in the early 1990’s. As someone with a fairly unique balance of left and right brain capabilities, she enjoys tackling new challenges that require both creative and analytical thinking. Consequently, her career path has included a diverse range of experiences and given her the opportunity to gain a comprehensive understanding of business operations. She is highly process-oriented and focused on continuous improvement.
Sandy has a versatile background in marketing and is passionate about using online strategies and social media to achieve marketing objectives. She joined ICANotes after working for a non-profit agency that provided mental health services to traumatized children and their families. Sandy is looking forward to helping more clinicians discover how ICANotes can help address their business challenges.
Sandy lives in Crownsville, MD with her teenage daughter, foster daughter, and her three dogs. In her spare time, Sandy enjoys playing Boggle (online of course), tennis, skating with her LandRollers, cooking, and wine tasting. She is currently learning the crafts of quilling and stained glass.
Joel grew up in Moonachie, NJ. He has always had an amazing ability to fix things. When he was in grammar school, he made money by fixing all the other kids’ bicycles. Joel went to Montclair State University, and graduated with a B.A. in Sociology. He started his career in the service industry, working in a corporate restaurant while he was in college.
After graduating college, in order to pay off his student loans, Joel actually got a job in the student loan industry. There he held various support roles, and eventually migrated into quality assurance and project management. He has brought his scrupulous attention to detail and relentless problem-solving mindset to the ICANotes support team.
Joel has lived in North Jersey for most of his life, and has recently moved back to his hometown of Moonachie. He lives there with his wife, their son, two cats, and a dog. In his spare time he likes mountain biking, snowboarding, gardening and home improvement projects.
Colin grew up in Bowie, Maryland, and now lives on the eastern shore of Maryland with his wife, and their twin boys. Colin received a B.S. in Mathematics from the University of Maryland, College Park. While in college, he took many computer science courses which led him to his first job as a programmer. Colin enjoys the challenges that programming offers and the ability to express himself through code. When not working, Colin is an active member of his church and he enjoys going to his kids' ballgames and karate, and spending time on the water with his family.
Nicole lives in Staten Island, NY, where she was born and raised. She holds a Bachelor of Science degree in computer science from the City University of New York - College of Staten Island. She has nine years of database experience, most recently at Scratch Music Group in New York, where she developed and managed FileMaker and FMGo applications. Nicole also worked as a Senior Systems Engineer at the Brooklyn Navy Yard, where she was responsible for network and server administration. She has also managed a help desk team and performed employee training on various technical topics.
In her spare time, Nicole enjoys music. She sings and plays piano and recorded her first album, Contigo, in 2016. She also does some video editing and dabbles in graphic design.
Ed grew up in Upstate New York, where he still continues to live with his family and critters. He enjoys a plethora of activities that include fishing and hiking to find amazing hidden places in mountains, caverns and waterfalls. He is also an avid drone flyer. Ed enjoys home improvement projects and figuring out how to fix all things big and small. He is fluent in Polish, and loves talking about polka, pierogies, and how to make homemade kielbasa!
Ed joined ICANotes after working for multiple fortune 500 companies. He continues to expand his passions with technology, assisting clients, and making sure that everyone gets individual outstanding customer service tailored to their needs.
Damien has a bachelor's degree in English and creative writing from the University of Southern Maine and a post-baccalaureate computer science minor from Tufts University. He also has a graduate certificate in theory, literature, and culture and taught summer school English for a couple of years after completing an extended teacher education program.
Damien's work background is broad and includes several years of database, data, and product management experience. Damien currently resides in New Hampshire. He has a strong interest in Japanese culture and hopes to travel there someday. He is a fan of authors Neil Gaiman and Isaac Asimov, enjoys poetry and haiku, and is a long-distance member of the Indianapolis Haiku group.
Born in California, Brian has lived most of his life in Minnesota. He spent the first 5 years after high school with the US Navy working in the intelligence center of the USS Forrestal (CV-59). If you look really close on the Wikipedia page for the USS Forrestal you will see members of the crew forming the number 108 on the flight deck as the ship passes through the Suez Canal. Brian helped make up the number 1 in that image to help signify the 108 consecutive days they were at sea.
Brian studied photographic quality control at the Rochester Institute of Technology and has worked in some form of customer service his entire career. He has experience working for a portable x-ray company, Wal-Mart, and Wells Fargo prior to his employment with Haven Center.
Brian lives in North Branch, Minnesota with his wife, daughter, and an annoying little dog that is too cute not to love. He looks forward to working with a wide variety of people and immersing himself in the diversity. He loves to fish throughout the year and enjoys cooking, especially when he can create something new or perfect an old favorite. He fully embraces his role as “The Cheering Dad” for his daughter’s travelling volleyball team (Go Vikings!) and looks forward to the day he can travel with his wife to far off lands, produce wine from his own grapes, and enjoy some downtime with his family at their very own vacation home in a very warm climate.
Currently living with her two daughters in Riva, Maryland, Tami shoots pool in an amateur league, reads as much as she has time for, and waits patiently for a TARDIS to show up outside her window.
Joy was raised in North Clarendon, Vermont on a small farm. She dreamed of a world that was out of her reach so she started creating new worlds through writing.
As Joy grew older, she learned the career of medical transcription and often was leading teams and projects, testing new software, and designing technical documents while employed at a community hospital. She also enjoyed nonfiction ghostwriting. Joy moved to Baltimore, Maryland to experience city life and to achieve her goal of completing a technology degree. After earning her information technology degree, Joy joined ICANotes as a support agent, and now works as lead QA tester and documentation writer at ICANotes.
Joy is enthusiastic about making "how-to" articles that are easy to follow and producing informative short videos. Joy's hobbies include spending time with her grown daughter; composing drama, fantasy, and psychological-horror short stories; and knitting. She resides in Southern Pennsylvania with her fiancé and dog companions.
October Boyles, RN, MSN
October has been a Registered Nurse for over 15 years. She is board certified in Mental Health and Psychiatric Nursing. She holds a Bachelor of Arts from the University of North Carolina at Greensboro. She also graduated with bachelor and master degrees in Nursing from Western Governors University. In 2015, she was on the USA team in the World Riverboarding Championship held in Guatemala. October loves the thrill of whitewater rivers but also enjoys the serenity of the ocean as she is an avid scuba diver. She also enjoys wine festivals and making sushi. October currently resides in Charlotte, North Carolina where she was born and raised.
Racheal Morris, RHIT
Racheal was born in Georgia and has almost always lived near the east coast. She met her husband Ben in college, and they settled down in Brunswick, GA. She is the oldest of three children, which include a brother and sister. Racheal obtained a Certificate in Medical Coding in 2008 and an A.A.S. in Health Information Technology in 2009. She is a Registered Health Information Technician, an experienced HIM manager and medical coder, and is very compassionate about her work.
Racheal first met Don, Richard, and Liz while working at Saint Simons By-The-Sea Hospital as the Medical Records Manager/Privacy Officer and was very impressed with not only the program, but the individual and group trainings that were offered. She had a lot of ideas and suggestions and was eager to share these; so, when the opportunity arose to be a part of the ICANotes team, it was a no-brainer.
Racheal loves playing softball, riding her bike, and is currently attempting to play tennis and golf. She enjoys the beach and spends as much time there as possible! She also takes pleasure in making smoothies, baking sweets, and outdoor grilling. In her spare time, Racheal is a member of the Brunswick Junior Women’s Club, which is a local non-profit organization that volunteers time and raises donations for local community groups and organizations, such as the Red Cross, Glynn Heart Association, Amenity House, Relay for Life, and Operation Christmas Child, and CASA for Children.
Janina was born in Caracas, Venezuela before moving with her family to Alexandria, Virginia in 1981. She graduated from T.C. Williams High School (TITAN PRIDE!!). While in her senior year, Janina started her first job at an OB-GYN office as a file clerk. It was there that she was first introduced to and fell in love with the medical field. Janina became a CMA/Phlebotomist and worked in the medical field for 15+ years applying her expertise in patient care. Janina always strives to deliver the best quality care and support to everyone she encounters.
In 2011, Janina moved to Maryland with her four sons, and Lola her 11 year old German Shepherd . Her family loves living in the D.M.V. area. In her free time she enjoys everything from boating, fishing and crabbing to visiting local farmers markets and attending concerts and local events and just riding in her Wrangler.
Larry was born and raised just outside of St. Louis, MO. Since graduating from Central Methodist University, he has worked in many facets of the healthcare continuum, mainly from a billing and accounting standpoint. He has worked in an acute care hospital, home health care, skilled nursing, and independent and assisted living facilities. After working as a Business Office Manager in a nursing home, he went to work for the software company that he had used at that facility. He transitioned into training and support and found it an easy transition since he had been in the same boat as most of the users. He has since worked with several different software vendors, training and supporting their products.
Larry loves watching sports, especially when any of his four daughters are playing. Although it has been a few years, he and his wife enjoyed coaching girls' basketball as their daughters were growing up. In his spare time, he enjoys working, playing and being outdoors.
Danielle was born and raised in Collingswood, New Jersey. She comes from a very large family, where her sibling count is in the double digits, and she currently resides in Caldwell, NJ with her husband and their two children.
Danielle graduated from Montclair State University with a bachelor's degree in French and German. After college, she spent four years working as a software support representative before obtaining her license as a registered polysomnographic technologist. She spent another two years working exclusively in sleep medicine before returning to a tech support role at ICANotes.
Danielle’s passions include theater, languages and computers. In her spare time, she enjoys spending time hiking with her family and visiting New York City and the Jersey Shore.
Nick was born in upstate New York. As part of a military family, he lived in England and Germany for eight years while his dad, who was in the Air Force, was stationed there. Nick has lived in Culpeper, Virginia for the past four years.
Prior to joining ICANotes, Nick's work experience was primarily in customer service. In his spare time, he enjoys reading, playing video games, and watching movies and documentaries.
Nick is also a world traveler - in addition to living abroad, he has traveled to Portugal, Wales, Cyprus, Italy, France, Austria and the Canary Islands.
Lara was born in Anchorage, Alaska and currently lives in Baltimore, Maryland with her fiancé and their adopted cat, Holstein. Prior to joining ICANotes, she worked in technical support for Adobe products and HP desktop computers. She has also been a volunteer for a computer recycling non-profit. Lara’s background includes experience in the medical industry where she worked as an operator for a company that connected with medical interpreters.
In her spare time, Lara enjoys reading, writing, canning and learning new skills. She also likes to travel and has driven back and forth across the United States three times.
Born in Brooklyn, New York, Sushil has also lived in Florida and Toronto. He currently lives in New Hampshire with his wife Rebecca and their two rescue cats, Octavia and Clarissa.
Even though he is a legally trained professional and licensed Florida attorney, Sushil’s primary passion is technology and customer support. He holds several hardware and networking certifications from CompTIA, HP and Apple, and has the better part of a decade’s worth of technical support experience. An avid early adopter, he is constantly upgrading his computers and peripherals much to the chagrin of his overworked desks.
Outside of work, Sushil is fascinated by the study of Japanese culture and has written a book about its culture and everyday life as viewed through the lens of its popular entertainment, called Warriors of Legend: Reflections of Japan in Sailor Moon, and studies the language when he can. He is also proficient in Adobe Photoshop and enjoys working on websites and graphic design tasks when he can.
A born and bred Californian, Crystal grew up along the beautiful shores of the gold coast, and currently resides in sunny Bakersfield with her husband, who is a science instructor at a local college, and their cat, Oliver and dog, Winston.
Before and after earning a BA in Art from Cal State Channel Islands, Crystal worked as a medical biller for Medicare patients with secondary insurances, performed quality assurance for a large customer support team specializing in social gaming, and provided administrative support to a small counseling group. In 2013 Crystal graduated magna cum laude from Fielding Graduate University with an MA in Media Psychology. Her thesis, "Leveraging Technology for Aided Learning", focused on how mobile technologies can be effectively used to augment current and sometimes outmoded pedagogies in the classroom. Before joining ICANotes, Crystal worked in the field of third-party reproduction, providing administrative and social media support to a small agency that provided services in both surrogacy and egg donation.
In her free time, Crystal enjoys writing, and has at present published more than twenty books. Together with her husband she hopes to plant roots in the community of Bakersfield, start a family, and travel the world.
Ariel Guidry is a New Jersey native from Newark.
After studying Classical and Medieval History and Jazz Vocal Performance in college, Ariel's work experience has focused on customer service. Since her father was the head of multiple IT departments, many within healthcare, her upbringing was strongly focused on embracing the latest technology.
Ariel has a background in classical voice and musical theater. She is steadily working as a performing artist, primarily singing and songwriting, but also acting, dancing, and modeling. She can most often be found singing in jazz clubs and artistic events, and is most active in the Jersey City and New York areas.
When not performing, Ariel's hobbies include reading, indulging in science fiction, watching horror movies, and pet-sitting any variety of fur, feathered, or scaled critter.
Christopher was born and raised in Northern Indiana, where he continues to live with his family and pets. Chris lives a healthy lifestyle, and in his free time he enjoys biking, hiking, and longboarding. He is a member of Kiwanis International, and volunteers at local schools reading to first and second graders. Chris continues to develop and nurture his passions for aviation, avionics, and technology, interests which began in his childhood.
Josh currently lives in Maryland, but he was born and raised in Delaware, where he spent many years working for his family's automotive repair business. Josh graduated from Wilmington University with a bachelor's degree in marketing. He joins ICANotes with seven years of customer service and technical support experience, most recently in a technical role with DrFirst. He enjoys customer service and is passionate about helping people and problem-solving.
In his free time, Josh enjoys photography, classic rock n' roll music, playing the guitar, riding motorcycles, working on old cars, and spending time with his wife, their families, and friends.
Trisha is originally from Riva, Maryland, but now resides with her boyfriend, Mike, in Annapolis. They recently adopted a kitten, Natty-Boh. Trisha is currently attending community college, pursuing her general studies in Science. She is also enrolled in Ground School to become a Licensed Pilot, and hopes to gain a CFI license to start teaching flight to young women.
Trisha enjoys sales and customer service, because she loves building lasting relationships and sharing her knowledge with others. Trisha looks forward to being a productive addition to the ICANotes team and hopes to build a lasting future with ICANotes.
During her spare time, you can find Trisha playing kickball in a local league with friends, watching football (Hail to the Redskins!), experimenting in the kitchen with new recipes, enjoying her favorite local band, PASADENA, taking pictures of anything and everything, kayaking on the river, flying, or adventuring with her boyfriend.
Sarah was born and raised in Annapolis MD. Her work background includes caregiving and sales. Living on the river, she enjoys kayaking and photography. Sarah is also a great cook who enjoys road trips and traveling. Her hobbies include animals, nature, hiking, and camping.
Sam graduated from Western Kentucky University with a bachelor's degree in Healthcare Administration and Healthcare Informatics. After college, he went to work for a local hospital as their inside and outside Sales Representative. Sam was responsible for promoting and maintaining sub-accounts for Lifeline and was also responsible for maintaining grant funding for low-income individuals that needed the service.
Sam was born and raised in Kentucky. He currently resides in Owensboro, KY, where he enjoys spending time with his friends, family, and 2 miniature schnauzers. Sam's passions include volunteering and healthcare. In his spare time, he likes to swim and spend time outdoors, watch movies, play board games, and vacation with his family.
Kyle was born in Albany, New York and currently resides in Culpeper, Virginia. He counts his brother and two cats as roommates. Kyle has an extensive background in technical support, working with products ranging from tax preparation and gaming software to electronic health records here at ICANotes prior to joining our IT department.
Kyle's hobbies include building PCs and gaming with friends. He has traveled around the world to places such as England, Germany, Israel, Cyprus and Portugal, and hopes to continue his world travels.
Pablo has a bachelor's degree in computer systems management (MIS) from the University of Texas at El Paso and a master's degree in computer information systems from the Florida Institute of Technology. He has worked in the IT field for many years in database administration. Pablo was born and raised in Brooklyn, New York, but currently resides in the warm climate of Melbourne, Florida. Pablo enjoys spending time with his family as well as running and weight lifting.