Mental health charting software built to scale as a practice grows

Purpose-Built EHR Features for Behavioral Health

ICANotes is the most clinically robust EHR built exclusively for mental health professionals. Streamline documentation, simplify billing, and scale your practice, all without compromising on clinical quality.

A mental health clinician using the ICANotes EHR system with features purpose-built to support the unique clinical workflows, documentation standards, and billing needs of mental health professionals.
ICANotes auto-generates compliant, narrative clinical notes using customizable menu-driven templates.

Smarter Clinical Documentation

Create rich, compliant notes in minutes

No more blank screens or endless typing. ICANotes’ click-to-chart system generates highly detailed, audit-ready narrative notes that align with DSM-5 and ICD-10 codes, in a fraction of the time.

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Streamlined Clinical Documentation

Craft intake assessments, progress notes, and discharge summaries.

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Structured Treatment Planning

Build goal-based plans with menu-driven templates.

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Built-In Clinical Tools

Use built-in rating scales, integrated eRx software and lab orders.

Smarter Clinical Documentation

Create rich, compliant notes in minutes

No more blank screens or endless typing. ICANotes’ click-to-chart system generates highly detailed, audit-ready narrative notes that align with DSM-5 and ICD-10 codes, in a fraction of the time.

  • Streamlined Clinical Documentation
    Craft intake assessments, progress notes, and discharge summaries
  • Structured Treatment Planning
    Build goal-based plans with menu-driven templates.
  • Built-In Clinical Tools
    Use built-in rating scales, integrated eRx software and lab orders.
ICANotes auto-generates compliant, narrative clinical notes using customizable menu-driven templates.

Integrated Practice Management

Keep your front & back office in sync

Manage scheduling, communication, documentation, and collaborative workflows,
all in one secure, HIPAA-compliant system.

Scheduling
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Effortless Appointment Management

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Patient Scheduling

Self-service scheduling and automated reminders reduce no shows

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Multi-Provider Views

Manage clinician schedules with color-coded views

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Customizable Appointment Types

Individual and group session scheduling and time-off blocking

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Linked Appointments

Direct linking between appointments, billing, and clinical notes

Client Access
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Modern Patient Portal Access for Every Client

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Digital Intake Forms

Collect history, consents, and forms before the first session

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Document Sharing

Give clients secure access to records and communication

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Built-In Messaging

Stay connected with HIPAA-compliant two-way messaging

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Integrated Payments

Send statements and collect online payments

Practice Operations
Screenshot of ICANotes plus dashboard

Manage Your Practice With Confidence

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Communication

Send secure messages to staff and to other providers

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Document Management

Organize and access clinical and admin files in one place

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Reporting, Dashboard, and Logs

Track your practice KPIs and patient outcomes

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Coordination and Reminders

Authorization and referral tracking and notifications

Integrated Practice Management

Keep your front & back office in sync

Manage scheduling, communication, documentation, and collaborative workflows,
all in one secure, HIPAA-compliant system.

Scheduling
graphic (6)

Effortless Appointment Management

icon (22)

Patient Scheduling

Self-service scheduling and automated reminders reduce no shows

icon (24)

Multi-Provider Views

Manage clinician schedules with color-coded views

icon (25)

Customizable Appointment Types

Individual and group session scheduling and time-off blocking

icon (26)

Linked Appointments

Direct linking between appointments, billing, and clinical notes

Client Access
graphic (9) (1)

Modern Patient Portal Access for Every Client

icon (22)

Digital Intake Forms

Collect history, consents, and forms before the first session

icon (24)

Document Sharing

Give clients secure access to records and communication

icon (25)

Built-In Messaging

Stay connected with HIPAA-compliant two-way messaging

icon (26)

Integrated Payments

Send statements and collect online payments

Practice Operations
Screenshot of ICANotes plus dashboard

Manage Your Practice With Confidence

icon (27)

Communication

Send secure messages to staff and to other providers

icon (28)

Document Management

Organize and access clinical and admin files in one place

icon (29)

Reporting, Dashboard, and Logs

Track your practice KPIs and patient outcomes

icon (30)

Coordination and Reminders

Authorization and referral tracking and notifications

Easy Behavioral Health Billing

Get paid faster with built-in tools

No more manual workflows or confusing systems. ICANotes connects your clinical documentation to automated billing, improving accuracy, speeding up reimbursement, and reducing denials.

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Integrated Claim Management

Generate and submit claims automatically (CMS-1500 and UB-04).

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Eligibility and Payments

Verify insurance in real time or in batches and auto-post payments.

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Revenue Cycle Management and Reporting

Track key revenue cycle metrics or use full-service RCM support.

Tablet showing a customized patient statement generated in the ICANotes mental health EHR system.

Easy Behavioral Health Billing

Get paid faster with built-in tools

No more manual workflows or confusing systems. ICANotes connects your clinical documentation to automated billing, improving accuracy, speeding up reimbursement, and reducing denials.

  • Integrated Claim Management
    Generate and submit claims automatically (CMS-1500 and UB-04).
  • Eligibility and Payments
    Verify insurance in real time or in batches and auto-post payments.
  • Revenue Cycle Management and Reporting
    Track key revenue cycle metrics or use full-service RCM support.
Tablet showing a customized patient statement generated in the ICANotes mental health EHR system.
Mental health clinician and client meeting via for a telehealth session in the ICANotes mental health EHR system

Integrated Virtual Care

Deliver secure care from anywhere

ICANotes makes it easy to offer hybrid care without juggling multiple platforms. Schedule virtual sessions, prescribe medications, and manage treatment, all from a single system designed for behavioral health.

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Integrated Telehealth

Host HIPAA-compliant video sessions with screen sharing included.

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Electronic Prescriptions

Send medications (including EPCS) and perform PDMP checks seamlessly.

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Smart Medication Tools

Access med history, perform medication reconciliation, and send ePAs.

Integrated Virtual Care

Deliver secure care from anywhere

ICANotes makes it easy to offer hybrid care without juggling multiple platforms. Schedule virtual sessions, prescribe medications, and manage treatment, all from a single system designed for behavioral health.

  • Integrated Telehealth
    Host HIPAA-compliant video sessions with screen sharing included.
  • Electronic Prescriptions
    Send medications (including EPCS) and perform PDMP checks seamlessly.
  • Smart Medication Tools
    Access med history, perform medication reconciliation, and send ePAs.
Mental health clinician and client meeting via for a telehealth session in the ICANotes mental health EHR system

Secure and Compliant

Protected, certified, and audit-ready

ICANotes is cloud-based and built with security at the core. Our infrastructure ensures that you stay compliant and protected while accessing your data from anywhere.

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HIPAA-Compliant Infrastructure

All data is encrypted, securely hosted, and automatically backed up.

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ONC-Certified EHR

Certified for behavioral health documentation and electronic exchange.

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Access Controls and Audit Trails

Assign roles and monitor activity with session tracking.

A satisfied mental health professional who is confident that the ICANotes EHR is compliant and secure

Secure and Compliant

Protected, certified, and audit-ready

ICANotes is cloud-based and built with security at the core. Our infrastructure ensures that you stay compliant and protected while accessing your data from anywhere.

  • HIPAA-Compliant Infrastructure
    All data is encrypted, securely hosted, and automatically backed up.
  • ONC-Certified EHR
    Certified for behavioral health documentation and electronic exchange.
  • Access Controls and Audit Trails
    Assign roles and monitor activity with session tracking.
A satisfied mental health professional who is confident that the ICANotes EHR is compliant and secure

Tailored to Your Clinical Setting

ICANotes comes preconfigured for the full spectrum of behavioral health services; no generic templates here.

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Psychiatry + Medication Management

Support accurate prescribing

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Residential and Inpatient Programs

Manage complex care with multi-user access

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Individual, Couples, and Group Therapy

Document sessions with flexible, therapy-specific templates

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Multidisciplinary Teams and Integrated Care

Coordinate care across roles with shared treatment plans and notes

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Substance Use Treatment

Track recovery goals with ASAM criteria and integrated rating scales

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Psychiatric Rehabilitation (PRP)

Meet PRP requirements with goal tracking and custom workflows

Unmatched Support and Training

Get expert help from day one with 24x7 support, personalized training, and resources built for behavioral health teams.

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Personalized Onboarding

Start strong with a tailored implementation plan and guided setup

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1:1 Team Training

Get hands-on training sessions for your clinicians and staff

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Always-On Support

Access live chat and phone support whenever you need it

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Self-Guided Learning

Explore a full library of videos, guides, and product tips

Ready to Transform
Your Documentation?

ICANotes makes documentation faster, billing simpler, and clinical care more effective.

A group practice owner using the best affordable behavioral health EHR for groups
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Frequently Asked Questions: Behavioral Health EHR Features