Built to Scale (3)

Purpose-Built 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.

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Craft Notes in 3 Minutes

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 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 specialty templates.

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Built-In Clinical Tools

Use built-in rating scales and tailored forms.

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 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 specialty templates.
  • Built-In Clinical Tools
    Use built-in rating scales and tailored forms.
Craft Notes in 3 Minutes

Integrated practice management

Run your front & back office in one place

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

Scheduling
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Take control of your calendar

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Flexible Scheduling

Book individual, recurring, or group sessions with ease

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Automated Reminders

Reduce no-shows with SMS, email, and phone alerts

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Staff Permissions

Control access with role-based staff and supervisor settings

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Simple Calendar Views

Keep your schedule organized and accessible across teams

Client Access
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Modern access for every client

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Digital Intake Forms

Collect consents and forms before the first session

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Patient Portal

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 Telehealth

Host secure virtual sessions without switching platforms

Practice Operations
Screenshot of ICANotes plus dashboard

Run your practice with confidence

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Insurance Verification

Check eligibility in real time or run batch verifications

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Document Management

Organize and access clinical and admin files in one place

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Billing and Statements

Generate claims, track payments, and send patient bills

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Revenue Support

Leverage RCM services and expert consulting to optimize revenue

Integrated practice management

Run your front & back office in one place

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

Scheduling
graphic (6)

Take control of your calendar

icon (22)

Flexible Scheduling

Book individual, recurring, or group sessions with ease

icon (24)

Automated Reminders

Reduce no-shows with SMS, email, and phone alerts

icon (25)

Staff Permissions

Control access with role-based staff and supervisor settings

icon (26)

Simple Calendar Views

Keep your schedule organized and accessible across teams

Client Access
graphic (9) (1)

Modern access for every client

icon (22)

Digital Intake Forms

Collect consents and forms before the first session

icon (24)

Patient Portal

Give clients secure access to records and communication

icon (25)

Built-In Messaging

Stay connected with HIPAA-compliant two-way messaging

icon (26)

Integrated Telehealth

Host secure virtual sessions without switching platforms

Practice Operations
Screenshot of ICANotes plus dashboard

Run your practice with confidence

icon (27)

Insurance Verification

Check eligibility in real time or run batch verifications

icon (28)

Document Management

Organize and access clinical and admin files in one place

icon (29)

Billing and Statements

Generate claims, track payments, and send patient bills

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Revenue Support

Leverage RCM services and expert consulting to optimize revenue

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 and process payments with ease.

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RCM and Reporting

Track revenue trends or use full-service RCM support.

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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 and process payments with ease.
  • RCM and Reporting
    Track revenue trends or use full-service RCM support.
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Connected virtual care

Deliver compliant 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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E-Prescribing

Send medications with EPCS certification and PDMP integration.

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Smart Medication Tools

Manage med history, reconcile prescriptions, and send ePAs.

Connected virtual care

Deliver compliant 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.
  • E-Prescribing
    Send medications with EPCS certification and PDMP integration.
  • Smart Medication Tools
    Manage med history, reconcile prescriptions, and send ePAs.
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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.

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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.
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Tailored to Your Type of Care

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.

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Frequently Asked Questions