Our Leadership Team
Meet the people leading ICANotes, a team spanning healthcare technology, clinical practice, product, and operations, all focused on helping clinicians spend more time with clients.
Jamie Morganstern
Mark Lindell
October Boyles, DNP
Sanjiv Patel
Sandy Crowley
Courtney Kimmel
Ian Larkin
Jordan Sternberg
Dave Fencik
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We're always looking for talented people who care about helping clinicians do their best work.
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Jamie Morganstern
Jamie Morganstern is a strategic business leader with deep experience in healthcare technology, SaaS, and behavioral health. As CEO of ICANotes, LLC, an electronic health record platform serving mental and behavioral health professionals, he has led the organization through a period of rapid growth, technological transformation, and organizational change. Jamie is especially passionate about building scalable systems, developing high-performing leadership teams, and improving the experience of both customers and employees in dynamic environments. Prior to ICANotes, he was a co-founder of SameSky Health (formerly ConsejoSano), a venture-backed provider of patient engagement solutions tailored to non-English-speaking members of the U.S. healthcare system. He resides in Baltimore, Maryland with his wife and two young children. A graduate of St. Mary’s College of Maryland, Jamie holds a B.A. in Economics and Latin American Studies.
Mark Lindell
Mark grew up in upstate New York and moved to Maryland in 1985. He met his wife, Anne, in 1988 and they were married shortly after. Mark and Anne have two adult boys and they enjoy spending family time together. Mark has been a part time musician his entire life performing in many musical groups ranging from big band, rock, pop as well as wedding bands. Mark plays piano, guitar, bass guitar, and trumpet. Mark has led architecture for multiple start-up companies in his career of which two concluded with public offerings on the NASDAQ. He has architected, built and deployed many systems in both the computer based testing and the healthcare industry. As a software architect, Mark has architected telehealth monitoring solutions ranging from in-patient ICU, hospital floor, and outpatient in-home remote patient monitoring solutions. Mark has a passion for all things related to software and software development.
October Boyles, DNP
Dr. October Boyles is a distinguished healthcare professional with extensive expertise in behavioral health, clinical leadership, and evidence-based care delivery. With a Doctor of Nursing Practice (DNP) from Aspen University and advanced degrees in nursing, she brings a depth of clinical knowledge and a passion for improving mental health care services. Throughout her career, Dr. Boyles has been committed to advancing behavioral health treatment through innovative care models, clinical best practices, and healthcare technology. Her extensive experience in patient care, healthcare administration, and clinical education has made her a trusted authority in the field. As an advocate for behavioral health excellence, Dr. Boyles specializes in integrating technology and evidence-based strategies to enhance mental health practice efficiency, compliance, and patient outcomes. She has contributed to the development of educational resources, clinical workflows, and thought leadership in the behavioral health community. Her expertise spans clinical program development, healthcare operations, electronic health records (EHR) optimization, and quality improvement initiatives tailored to behavioral health settings. Through her work, she empowers clinicians, administrators, and healthcare organizations to elevate the standard of care in mental health treatment. Dr. Boyles is dedicated to bridging the gap between behavioral health practice and emerging healthcare solutions , ensuring that mental health professionals have the tools they need to provide high-quality, compassionate care.
Sanjiv Patel
Sanjiv Patel is an accomplished healthcare technology leader with more than two decades of experience driving innovation across electronic medical records, practice management, clearinghouse, and revenue cycle management platforms. As Vice President of Product at ICANotes, Sanjiv oversees the strategic development and evolution of the company's behavioral health EHR and billing solutions, ensuring they meet the complex needs of providers while advancing operational efficiency and clinical outcomes. Throughout his career, Sanjiv has led transformative product initiatives, including the nationwide transition from ICD-9 to ICD-10 and the implementation of electronic prescribing for controlled substances. He has played a pivotal role in scaling product strategies for thousands of healthcare providers across practices of all sizes and has been instrumental in three successful company exits through acquisition. Sanjiv graduated cum laude from Drexel University and holds both Certified Scrum Master (CSM) and Certified Scrum Product Owner (CSPO) credentials. He brings a collaborative, agile mindset to product leadership and contributes meaningfully to company-wide strategy and growth.
Sandy Crowley
Sandy Crowley is a recognized thought leader in the behavioral health technology space, with over two decades of experience at the intersection of healthcare, marketing, and software innovation. As Chief Marketing Officer, Sandy spearheads the company’s strategic marketing initiatives, driving demand generation, brand strategy, and multichannel automation to accelerate growth. With a foundation in communications from Stanford University and a lifelong passion for technology and learning, Sandy’s early embrace of the internet foreshadowed her ability to spot emerging trends and translate them into business opportunities. Her unique blend of analytical rigor and creative insight has fueled a dynamic career across business administration, nonprofit mental health services, and health tech leadership. Before assuming her current role, Sandy served as CEO of ICANotes for seven years. Under her leadership, the company scaled from under $1 million to $15 million in revenue, solidifying its position as a trusted solution for behavioral health practices nationwide. Drawing on her prior experience in a nonprofit supporting traumatized children and families, Sandy remains passionate about helping clinicians streamline documentation, improve clinical outcomes, and navigate an increasingly complex regulatory and reimbursement landscape. Widely respected for her strategic vision, operational acumen, and deep understanding of clinician workflows, Sandy continues to champion innovation in mental health EHR technology, ensuring that software solutions truly support the work of behavioral health professionals.
Courtney Kimmel
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 and their support questions. After giving the coffee shop ample notice she joined ICANotes full time and soon became an equity partner. Courtney lives in Annapolis, Maryland with her two sons and their cat, Sushi. In her spare time, Courtney enjoys singing karaoke, executing DIY projects around the house, and cooking/baking for her friends and family.
Ian Larkin
Ian Larkin serves as Chief Financial Officer at ICANotes, where he leads the company’s financial strategy, planning, and operations to support continued growth and long-term performance. He brings more than a decade of progressive financial leadership experience, leading high-priority initiatives and aligning financial objectives to overall business strategies. Prior to joining ICANotes, Ian spent over seven years at CentralReach, the leading AI-powered Autism and IDD Care software platform where he most recently served as Vice President of Accounting & Finance. In this role, he led accounting operations, strengthened financial infrastructure, and supported the company through a period of significant growth. Before CentralReach, Ian held leadership roles at LRN as Controller and at Transit Wireless as Accounting Manager. He began his career at Commvault, where he advanced from Staff Accountant to Senior Accountant, gaining deep experience in financial reporting, close processes, and systems implementation. Ian holds an MBA in Accounting and Business Management from Monmouth University and is a Certified Public Accountant (CPA). He is known for his disciplined, data-driven approach and his ability to align financial strategy with broader business objectives.
Jordan Sternberg
Jordan Sternberg is the Head of Sales at ICANotes, where he leads national sales strategy, revenue growth, and go-to-market execution across the behavioral health market. Jordan brings a proven track record of driving growth in healthcare technology and services. Prior to joining ICANotes, he served as Senior Vice President of Sales at SignatureMD, where he led both inside and field sales teams and helped guide the company to its strongest performance in its 19-year history. During his tenure, he played a key role in accelerating revenue, expanding physician adoption, and strengthening the company’s national presence. Earlier in his career, Jordan held leadership and growth roles at Zocdoc, One Medical, and CareCloud, where he developed deep expertise in scaling SaaS sales organizations and navigating complex healthcare ecosystems. He is known for building high-performance sales teams and aligning sales, marketing, and operations to create disciplined, repeatable growth engines.
Dave Fencik
Growing up in Moonachie, NJ, Dave has been a tech enthusiast from day one. As an identical twin, he quickly distinguished himself as the family's go-to tech expert, taking apart gadgets as soon as he could walk. By age 8, he wrote his first computer program on a Commodore 64. His passion and talent for technology were evident in high school and continued to flourish in college and beyond. Dave majored in Computer Science at Rutgers, where he deepened his expertise in computers, the Internet, and cybersecurity. During his college years, he started advising ICANotes and joined the team full-time after graduation. He played a pivotal role in evolving the company's technical infrastructure, including the crucial shift to a cloud-based software as a service model. Dave thrives on solving complex technical challenges and seamlessly integrating the latest technologies into ICANotes' infrastructure. His hands-on approach extends beyond the digital realm, as he enjoys tackling do-it-yourself projects, from plumbing to electrical work. Dave now lives in Austin with his two kids and embraces an active, outdoor lifestyle. You'll often find him riding his bike to Barton Springs for a refreshing swim and exploring the vibrant local scene.