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Document Management

Moving to an electronic medical record is the first step in eliminating paper from your practice.

Electronic Documents

Adding the patient portal to your service can eliminate paper entirely by converting your paper forms to electronic documents.

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ICANotes enables your practice to achieve these additional benefits through electronic chart and file management:

  • Fast, easy access to a consolidated patient record
  • Secure concurrent access across multiple, remote users
  • Significantly reduced storage space requirements
  • Elimination of lost or misplaced documents, paper files, and records


ICANotes offers multiple document management workflows.

Upload Site

Upload scanned images of paper documents and attach them to the patient’s chart. Many file types are supported: TIF, DOC, GIF, JPG, BMP, PDF, PNG, PDF, etc.

Patient Portal

Patients can enter their own demographics and history and directly populate the patient record. Practices can also create electronic web-based intake forms, which can be completed and signed on the portal and appear in PDF form on the patient chart.

Kno2 Clinical Document Exchange

This add-on service allows practices to electronically send patient documents to other healthcare providers via Direct messaging or electronic fax.

Intuitive, Accessible, Time-Saving

ICANotes - the only EHR software that actually thinks like a clinician.