Expert Guidance for Clinical, Operational,
and Regulatory Excellence
From solo providers to large facilities, ICANotes offers tailored consulting services to help you:
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Navigate Medicare & Medicaid requirements
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Improve documentation & audit readiness
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Optimize workflows and compliance
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Achieve better outcomes with less stress

Your Trusted Partner in Behavioral Health Consulting
At ICANotes, we understand the complexities of running a mental or behavioral health organization. From shifting regulations to the pressures of maintaining compliance and quality care, the challenges are real and unique to this field.
That’s why we don’t believe in one-size-fits-all solutions. Our consultants work closely with your team to create tailored strategies that streamline operations, strengthen documentation practices, and reduce risk across your organization. With us as your partner, you can spend less time on paperwork and more time focused on what truly matters: your patients.
Our Behavioral Health Consulting Services Include
Audit Compliance Readiness
Anticipating an audit? We’ll conduct a comprehensive review of your documentation, coding, billing practices, and workflows to assess compliance with payer, federal, and state requirements. Our recommendations reduce risk and strengthen your audit outcomes.
Policy Development & Clinical Protocols
We help you develop or update internal policies and evidence-based clinical protocols that support consistent, high-quality care across all service lines. Our behavioral health consultants ensure your policies reflect current best practices and regulatory guidance.
Consent Forms & Legal Documentation
Get compliant, easy-to-understand legal documentation customized to your services and state regulations. Our experts review and revise intake forms, consent documents, HIPAA notices, and more to protect your organization and improve the client experience.
Security Risk Assessments
Safeguard your data with a comprehensive, HIPAA-compliant Security Risk Assessment. We identify potential vulnerabilities and provide a clear action plan to secure Protected Health Information (PHI) across your systems.
Documentation Audits
Our detailed clinical documentation audits provide actionable feedback to help clinicians write defensible notes that clearly demonstrate medical necessity and meet payer requirements. Perfect for improving reimbursement and audit outcomes.
Clinician Documentation Guidelines
Standardize documentation across your team with customized best-practice protocols. We help you train staff on how to write accurate, efficient, and compliant notes at every level of care—from intake to discharge.
Medicaid & Medicare Compliance Alignment
Keep up with evolving regulations from Medicaid, Medicare, and managed care organizations. Our consultants align your workflows and documentation standards with current payer expectations to support sustainable reimbursement.
Why Choose ICANotes for Behavioral Health Consulting?
As a behavioral health-focused EHR company, ICANotes brings unmatched insight into both clinical workflows and regulatory requirements. Our behavioral health consultants understand the real-world pressures facing providers and offer practical, expert solutions that deliver measurable improvements.
Whether you're navigating regulatory changes, preparing for an accreditation review, or simply want to improve your clinical and operational standards, our behavioral health consulting services give you the strategic support you need—without disrupting your operations.
Book Your Free Consultation
Book a free consultation today to learn how our Behavioral Health Consulting Services can help your organization reduce risk, improve documentation quality, and meet compliance requirements with confidence.