
Purpose-Built EHR Features & Functionality for Behavioral Health
ICANotes delivers purpose-built EHR features for behavioral health — spanning clinical documentation, patient engagement, practice operations, and billing. If you’re comparing EHR software features and EHR functions, this page outlines the core EHR functionalities clinicians rely on to chart faster, coordinate care, and get paid with fewer denials.


Smarter Clinical Documentation - Core EHR Functions
Create rich, compliant notes in minutes
No more blank screens or endless typing. ICANotes’ click-to-chart workflows generate detailed, audit-ready narrative notes aligned with DSM-5 and ICD-10 codes, in a fraction of the time.
Streamlined Clinical Documentation
Menu-driven note builder for intakes, progress notes, treatment plans, and discharge summaries. Optional AI-assisted scribe.
Measurement-Based Care Tools
Integrated evidence-based rating scales with scoring/trending
Built-In Clinical Tools
Integrated eRx software (including EPCS and PDMP), labs and orders, safety plans, ASAM/SUD workflows, and logs.
Smarter Clinical Documentation - Core EHR Functions
Create rich, compliant notes in minutes
No more blank screens or endless typing. ICANotes’ click-to-chart workflows generate detailed, audit-ready narrative notes aligned with DSM-5 and ICD-10 codes, in a fraction of the time.
- Streamlined Clinical Documentation
Menu-driven note builder for intakes, progress notes, treatment plans, and discharge summaries. Optional AI-assisted scribe. - Measured-Based Care Tools
Integrated evidence-based rating scales with scoring/trending - Built-In Clinical Tools
Integrated eRx software (including EPCS and PDMP), labs and orders, safety plans, ASAM/SUD workflows, and logs.

Integrated Practice Management - Operational EHR Functionality
Integrated Practice Management - Operational EHR Functionality
Manage scheduling, communication, documentation, and collaborative workflows,
all in one secure, HIPAA-compliant system.
Scheduling
Effortless Appointment Management
Patient Scheduling
Self-service scheduling and automated reminders reduce no shows
Multi-Provider & Multi-Location Views
Manage clinician schedules with color-coded views
Customizable Appointment Types
Individual and group session scheduling and time-off blocking
Linked Appointments
Direct linking between appointments, billing, and clinical notes
Patient Engagement
Modern Patient Portal Access for Every Client
Digital Intake Forms
Collect history, consents, and e-signed forms before the first session
Document Sharing
Give clients secure access to records and communication
Built-In Messaging
Stay connected with HIPAA-compliant two-way messaging
Integrated Payments
Send statements and collect online payments
Practice Operations
Manage Your Practice With Confidence
Communication
Send secure messages to staff and to other providers
Document Management
Organize and access clinical and admin files in one place
Dashboards and Reporting
Track your practice KPIs and patient outcomes
Care Coordination
Tasks, referrals, authorizations, and team messaging
Integrated Practice Management - Operational EHR Functionality
Keep your front & back office in sync while staying audit-ready
Manage scheduling, communication, documentation, and collaborative workflows,
all in one secure, HIPAA-compliant system.
Scheduling
Effortless Appointment Management
Patient Scheduling
Self-service scheduling and automated reminders reduce no shows
Multi-Provider & Multi-Location Views
Manage clinician schedules with color-coded views
Customizable Appointment Types
Individual and group session scheduling and time-off blocking
Linked Appointments
Direct linking between appointments, billing, and clinical notes
Patient Engagement
Modern Patient Portal Access for Every Client
Digital Intake Forms
Collect history, consents, and e-signed forms before the first session
Document Sharing
Give clients secure access to records and communication
Built-In Messaging
Stay connected with HIPAA-compliant two-way messaging
Integrated Payments
Send statements and collect online payments
Practice Operations
Manage Your Practice With Confidence
Communication
Send secure messages to staff and to other providers
Document Management
Organize and access clinical and admin files in one place
Dashboards and Reporting
Track your practice KPIs and patient outcomes
Care Coordination
Tasks, referrals, authorizations, and team messaging
Billing & Revenue Cycle - EHR Software Features that Speed Reimbursement
Connect clinical work to clean claims and faster payment
No more manual workflows or confusing systems. ICANotes connects your clinical documentation to automated billing, improving accuracy, speeding up reimbursement, and reducing denials.
Integrated Claims Management
Generate and submit claims automatically (CMS-1500, 837P/837I, and UB-04).
Eligibility and Payments
Verify insurance (real-time or batch), send patient statements, and auto-post ERAs/EOBs.
Revenue Cycle Management and Reporting
Track key revenue cycle metrics or use full-service RCM support.
Billing & Revenue Cycle - EHR Software Features that Speed Reimbursement
Connect clinical work to clean claims and faster payment
more manual workflows or confusing systems. ICANotes connects your clinical documentation to automated billing, improving accuracy, speeding up reimbursement, and reducing denials.
- Integrated Claims Management
Generate and submit claims automatically (CMS-1500, 837P/837I, and UB-04). - Eligibility and Payments
Verify insurance (real-time or batch), send patient statements, and auto-post ERAs/EOBs.. - Revenue Cycle Management and Reporting
Track key revenue cycle metrics or use full-service RCM support.
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 (1:1 and group) with screen sharing and virtual workflows.
Electronic Prescriptions
Send medications (including EPCS) and perform PDMP checks seamlessly.
Virtual Waiting Room
Let clients join early and wait securely until you're ready to begin.
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 (1:1 and group) with screen sharing and virtual workflows. - Electronic Prescriptions
Send medications (including EPCS) and perform PDMP checks seamlessly. - Virtual Waiting Room
Let clients join early and wait securely until you're ready to begin.
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
ONC-certified for behavioral health documentation and electronic exchange.
Access Controls and Audit Trails
Assign roles and monitor activity with session tracking.
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
ONC-certified for behavioral health documentation and electronic exchange. - Access Controls and Audit Trails
Assign roles and monitor activity with session tracking.
Tailored to Your Clinical Setting
ICANotes comes preconfigured for the full spectrum of behavioral health services; no generic templates here.
Psychiatry + Medication Management
ICANotes streamlines psychiatric care with integrated e-prescribing, medication history tracking, and customizable menu-driven templates that ensure thorough, compliant medication management notes.
Residential and Inpatient Programs
ICANotes supports residential and inpatient programs with shift-based documentation, treatment team coordination, eMAR, UB04 billing, and tools to track progress across multiple levels of care.
Individual, Couples, and Group Therapy
ICANotes makes therapy documentation efficient with menu-driven templates for individual, couples, and group sessions that capture narrative detail while maintaining compliance.
Multidisciplinary Teams and Integrated Care
ICANotes enhances collaboration across disciplines by providing a shared chart, role-based access, and streamlined documentation workflows that foster integrated care.
Substance Use Treatment
ICANotes is built for substance use treatment with ASAM-aligned assessment tools, relapse tracking, 42 CFR Part 2 compliance, and progress note templates that meet payer and regulatory requirements.
Psychiatric Rehabilitation (PRP)
ICANotes supports psychiatric rehabilitation by enabling goal-oriented documentation, functional progress tracking, and coordination between clinical and community-based services.
Unmatched Support and Training
Get expert help from day one with 24x7 support, personalized training, and resources built for behavioral health teams.
Personalized Onboarding
Start strong with a tailored implementation plan and guided setup
1:1 Team Training
Get hands-on training sessions for your clinicians and staff
Always-On Support
Access live chat and phone support whenever you need it
Self-Guided Learning
Explore a full library of videos, guides, and product tips
Frequently Asked Questions: Behavioral Health EHR Features
Ready to Transform
Your Documentation?
ICANotes makes documentation faster, billing simpler, and clinical care more effective. Start a free trial to explore every EHR feature end to end, or book a live demo to see workflows specific to your clinical setting.
Schedule a Live Demo
Experience the most intuitive, clinically robust EHR designed for behavioral health professionals—built to streamline documentation, improve compliance, and enhance patient care.
- Simplify clinical charting
- Stay organized with appointment scheduling
- Reduce no-shows with automated reminders
- Improve client engagement with a secure patient portal
- Provide flexible care with HIPAA-compliant telehealth
Simplify clinical charting
Stay organized with appointment scheduling
Reduce no-shows with automated reminders
Improve client engagement with a secure patient portal
Provide flexible care with HIPAA-compliant telehealth