ICANotes is rated 4.5 stars for 2025 by ChoosingTherapy

Group Therapy Software & EHR for Behavioral Health Practices

Running effective group therapy requires structure, flexibility, and seamless documentation across multiple participants. ICANotes gives behavioral health providers a group therapy EHR purpose-built to handle group session setup, documentation, attendance tracking, billing, and clinical record-keeping — all in one platform designed for behavioral health, not adapted from a general medical system.

Whether you're leading psychoeducational groups, skills-based interventions, IOP/IOA groups, DBT groups, substance use groups, support groups, or mixed-diagnostic sessions, ICANotes helps you deliver high-quality care while dramatically reducing documentation time.

Group therapy session with therapist documenting participant engagement and group progress

Purpose-Built Group Therapy Software for Behavioral Health Providers

Generic EHRs treat group therapy as a workaround. ICANotes treats it as a core service.

Our group therapy software makes it simple to:

  • Build recurring group schedules
  • Enroll and manage group members
  • Track attendance
  • Complete group and individual note components
  • Document interventions and client progress
  • Ensure clean, compliant billing
  • Generate defensible, audit-ready records

ICANotes removes administrative friction so you can focus on facilitating meaningful clinical work.

Laptop displaying ICANotes Behavioral Health EHR dashboard with clinical note tracking

Key Features of ICANotes Group Therapy EHR & EMR

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Group Session Setup, Rosters & Recurring Schedules

Create therapy groups in minutes:

  • Set recurring or one-time sessions
  • Assign facilitators and co-facilitators
  • Add or remove participants with one click
  • Track attendance and cancellations
  • Link sessions to the correct CPT codes

ICANotes handles all the logistics so you don’t have to.

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Group Therapy Templates for Fast, Consistent Documentation

Document group sessions in a fraction of the time with structured group therapy templates, including:

  • Psychoeducational group templates
  • Skills training templates (DBT, CBT, relapse prevention, etc.)
  • Support group templates
  • Process group templates
  • IOP / PHP group templates

Each template includes clinically meaningful, menu-driven content that ensures clarity, consistency, and payer-ready documentation.

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Group Therapy Charting: Individualized Notes for Each Client

Every client in the group receives their own clinically complete note.

Your group therapy notes include:

Group-Level Documentation

  • Topic/theme of the session
  • Interventions delivered
  • Materials or skills taught
  • Group goals and objectives
  • Overall group dynamics
  • Safety considerations

Individual-Level Documentation

  • Client participation level
  • Engagement and affect
  • Insight shown during session
  • Skills practiced or completed
  • Risk factors or concerns
  • Progress toward treatment goals
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Group Notes Template Designed for Billing & Compliance

Payers expect documentation that:

  • Supports medical necessity
  • Distinguishes group vs individual interventions
  • Shows active participation
  • Tracks progress over time

ICANotes’ group notes template ensures:

  • Required elements are always captured
  • Notes remain audit-ready
  • Time and attendance support billing
  • Documentation is consistent across staff

No more guesswork. No more rewriting the same paragraphs for each client.

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Attendance Tracking & Automated Note Generation

Track group attendance with:

  • Present / Late / No-Show / Excused options
  • Automatic linking of participants to session notes
  • Pre-prepped notes for absent clients (if applicable)
  • Accurate billing based on attendance data

Attendance updates flow directly into documentation, reducing errors and saving significant administrative time.

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Integrated Scheduling, Billing & RCM for Group Services

ICANotes connects the full lifecycle of group care:

  • Schedule recurring group sessions
  • Manage rosters and enrollment
  • Auto-apply correct group CPT codes
  • Submit clean claims
  • Reduce denials with accurate coding and documentation

If your practice runs IOP, PHP, or SUD groups, ICANotes ensures documentation is complete, compliant, and ready for payer review.

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Easily Conduct Telehealth Group Sessions

ICANotes supports secure telehealth for group settings through:

  • HIPAA-compliant video sessions
  • Easy sign-in for participants
  • Integrated documentation and attendance
  • One-click access from the client portal

Hybrid practices can confidently run virtual or in-person groups using one unified platform.

Why Providers Love ICANotes for Group Therapy

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Purpose-built for behavioral health

Not a medical EHR retrofitted for groups — ICANotes was designed for the realities of therapy and counseling.

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Cuts documentation time dramatically

Shared group content + individualized templates = faster notes with stronger clinical clarity.

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Supports compliance and audits

Documentation aligns with payer expectations for group therapy services.

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Perfect for teams and multisite programs

Co-facilitators, support staff, admins, and supervisors can collaborate efficiently.

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Ideal for IOP, PHP, and SUD treatment

Structured templates and attendance tools make high-volume documentation manageable.

Group Therapy Documentation & IOP/PHP: Frequently Asked Questions

Can ICANotes build recurring group series with rosters and attendance tracking?

Yes. ICANotes lets you set up recurring group sessions — weekly, daily, or on a custom schedule — with a defined roster of enrolled clients. Attendance is tracked per session with options for present, late, no-show, or excused. Attendance records link automatically to documentation and billing, so the clinical record and the claim are always aligned.

How does ICANotes handle IOP and PHP group documentation?

ICANotes is built to support the documentation volume of IOP and PHP programs. You can set up multi-track schedules, run concurrent groups, and document each session without starting from scratch. Group-level content — session theme, interventions, group dynamics — is entered once and shared across all participant notes. Each client then receives an individualized note with their specific participation, engagement, risk factors, and progress toward treatment goals.

How does group attendance tracking connect to billing in ICANotes?

Attendance data flows directly into the billing workflow. When a client is marked present, ICANotes links that attendance record to the appropriate group CPT code and generates a billable encounter. This reduces manual entry errors, supports accurate claim submission, and creates a clear audit trail showing who attended, when, and what services were rendered.

What does a complete group therapy note include in ICANotes?

ICANotes group therapy notes have two components: a group-level section that captures session theme, interventions, materials, group dynamics, and safety considerations; and an individual-level section for each participant that documents participation level, engagement, affect, skills practiced, progress toward treatment goals, and any risk factors or clinical concerns. Both components are completed through structured, menu-driven templates that eliminate repetitive typing.

Is ICANotes group therapy documentation audit-ready?

Yes. ICANotes group notes are structured to meet payer and regulatory expectations — including medical necessity documentation, individualized notes per client, accurate time and attendance records, and consistent coding. For IOP and PHP programs, the documentation workflow is designed to support both internal compliance reviews and external payer audits.

See How ICANotes Supports Seamless Group Therapy Documentation

Reduce documentation time, keep group notes audit-ready, and run IOP or PHP groups with accurate billing — using a behavioral health EHR built for how group therapy actually works.