Our Leadership Team
Partners

Ira Richard Morgenstern, MD
Founding Partner
Ira 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 Ira 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. Ira 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 Ira 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. Ira 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 Ira’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 the company would grind to a halt.
Don Morgenstern
Founding Partner, Chief Financial Officer
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.

Dave Fencik
Partner, Chief Architect
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.
Mark Conrad
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.
Courtney Kimmel
Partner
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.
Sandy Crowley
Partner, Chief Marketing Officer
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.
Leadership Team
Jamie Morganstern
Chief Executive Officer
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
Chief Architect - New Products
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, MSN, BSN, RN
Chief Clinical Officer
October Boyles, DNP, MSN, BSN, RN
Behavioral Health Expert | Healthcare Leader | Clinical Consultant
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
VP of Product
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.
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