How do I Import Patient Demographics?

If you currently have your patient demographics in electronic form, we can import the data into ICANotes for you at no extra charge.

 

Submit your data file by uploading it to https://upload.icanotes.com/filedrop (you can login to this site with your ICANotes username and password)

 

After you upload your file, please send an email notification to ticket@icanotes.com to let us know the file is there. Your email should include the following information:

  • The name of the file you uploaded
  • Desired date for import (must be minimum 2 business days after spreadsheet submission)
  • Contact name, email, and phone number in case we have any questions about your data

 

Our team will review your file and contact you if they have any questions. You will receive an email notification when your import is complete.

 
Category: 
  • Moving from paper to electronic records in behavioral health
  • Mental Health Group Therapy Notes
  • Patient Portal for Behavioral Health