ICANotes+ Video Library

Clinical Notes

• Navigating the Chart Face

• Deleting Notes

• Copying Note Content

• Creating Custom Content

• Create a New Note from Appointment

• Adding an Episode of Care

• Writing a Treatment Plan

• Editing Treatment Plan Content

• Linking Treatment Plan Progress to a Note

• Treatment Plan Navigation

• Writing a SOAP Note

• Writing a BIRP Note

• Writing a Progress Note

• Writing a Med Management Note

• Writing a Couples Therapy Note

• Writing a Case Management Note

• Writing a DAP Note

• Clinician Administered Assessments

• Entering a Diagnosis

• Creating a Discharge Summary

• Signing Group Therapy Notes for All Participants

• Navigating the Group Therapy Module

• Adding a Diagnosis to a Note

Getting Started

• Configuring Practice Settings

• Creating a Practice Service Code Shortlist

• Configuring a Diagnosis Shortlist

• Configuring Practice Note Settings

• Practice Note Settings

• Configuring Note Headings

• Configuring Note Settings

• New Account Setup

• How to Login

• Enabling Telehealth

• Create Client Intake Packages

• Auto Chart Assignment

• Working with Roles and Permissions

• Configuring Individual Note Settings

• Set Billing Rates

• Permission to Edit Client Balance

• Customize Letterhead

• Adding Services Codes and Billing Rates as an Admin

• Adding Service Codes and Billing Rates as a Clinician

• Setting up Two-Factor Authentication

• How to Change Your Subscription Plan in ICANotes+

• Set Up Labs and Tests

Chart Management

• Adding Patient Insurance to the Chart

• Adding Patient Photos and Chart Flags

• Updating Chart Status

• View Insurance Details

• Adding Custom Demographic Fields

• Restore Deleted Notes

• Add Related Contacts

• Custom Fields

• Deleting and Restoring Notes

• Inviting Clients to Register for the Portal

• Patients Registering for the Portal

Practice Management

• Uploading Documents to a Chart

• Sending Assessments to Clients

• Reviewing Audit Logs

• Using Reports

• Resizing Report Columns

• Messaging Clients

• Managing Sites

• Activating the Client Portal

• Managing the Client Portal

• Working with the Client Portal

• Appointment Reminders and Consents

• Self Booked Appointment Notifications

• Sending a Telehealth Invite

• Using Telehealth

• Appointment Notifications

• Entering Client Insurance

• Adding Contacts

• Entering Demographics

• Create a Simple Form

• Intake Process for New Clients

• Creating Lab Orders

• Configuring Labs and Lab Tests

• Setting up a New User

• Inviting a New User

• Resetting Passwords

• Using the Dashboard

Calendar

• Viewing Appointment History

• Using the Calendar

• Syncing Your Calendar with Google

• Using Client Self-Booking

• Configuring Appointment Types

• Scheduling Appointments

• Enabling Client Self Booking

• Email Appointment Notifications and Reminders

• Setting Availability and using the Scheduling Link

• Configuring Hours and Time Zones

• Calendar FIltering Options

• Using the Quick Calendar

• Setting Patient Appointments

Billing

• Collecting Client Credit Card Payments

• Managing a Patient Account Ledger

• Working with Managed Care Authorizations

• Submitting Claims

• Submitting Secondary Claims

• Submitting Corrected Claims

• Checking Patient Eligibility

• Checking Eligibility in the Calendar

• ERA Autoposting

• Display Billing Note on Aging by Service Date Report

• Editing Statement Settings

• Permission to Generate invoices

• Configuring Timely Filing Limits for Payers

• Creating and Working with Invoices

• Creating and Working with Patient Statements

Intuitive, Accessible, Time-Saving

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