Mental health charting software built to scale as a practice grows

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.

A mental health clinician using ICANotes EHR system with features and functionality 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 - 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.

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Streamlined Clinical Documentation

Menu-driven note builder for intakes, progress notes, treatment plans, and discharge summaries. Optional AI-assisted scribe.

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Measurement-Based Care Tools

Integrated evidence-based rating scales with scoring/trending

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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.
ICANotes auto-generates compliant, narrative clinical notes using customizable menu-driven templates.

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
ICANotes Scheduling EHR feature supports multi-provider and multi-location practices

Effortless Appointment Management

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Patient Scheduling

Self-service scheduling and automated reminders reduce no shows

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Multi-Provider & Multi-Location 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

Patient Engagement
The ICANotes Patient Portal EHR Features include secure messaging, electronic intake, self-scheduling, records access, and online payments

Modern Patient Portal Access for Every Client

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Digital Intake Forms

Collect history, consents, and e-signed 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
The ICANotes Clinician Dashboard is one of the key operational EHR functions to optimize clinician productivity

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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Dashboards and Reporting

Track your practice KPIs and patient outcomes

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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
ICANotes Scheduling EHR feature supports multi-provider and multi-location practices

Effortless Appointment Management

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Patient Scheduling

Self-service scheduling and automated reminders reduce no shows

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Multi-Provider & Multi-Location 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

Patient Engagement
The ICANotes Patient Portal EHR Features include secure messaging, electronic intake, self-scheduling, records access, and online payments

Modern Patient Portal Access for Every Client

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Digital Intake Forms

Collect history, consents, and e-signed 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
The ICANotes Clinician Dashboard is one of the key operational EHR functions to optimize clinician productivity

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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Dashboards and Reporting

Track your practice KPIs and patient outcomes

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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.

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Integrated Claims Management

Generate and submit claims automatically (CMS-1500, 837P/837I, and UB-04).

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Eligibility and Payments

Verify insurance (real-time or batch), send patient statements, and auto-post ERAs/EOBs.

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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.

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.
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 (1:1 and group) with screen sharing and virtual workflows.

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Electronic Prescriptions

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

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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.
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

ONC-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
    ONC-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

ICANotes streamlines psychiatric care with integrated e-prescribing, medication history tracking, and customizable menu-driven templates that ensure thorough, compliant medication management notes.

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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.

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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.

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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.

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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.

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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.

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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

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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.

A group practice owner using the best affordable behavioral health EHR for groups

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
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Simplify clinical charting

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Stay organized with appointment scheduling

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Reduce no-shows with automated reminders

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Improve client engagement with a secure patient portal

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Provide flexible care with HIPAA-compliant telehealth

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