ICANotes+ Video Library

Clinical Notes

• Navigating the Chart Face

• Deleting Notes

• Creating Custom Content

• Adding an Episode of Care

• Writing a Treatment Plan

• 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

Getting Started

• Creating a Practice Service Code Shortlist

• Configuring Practice Note Settings

• Practice Note Settings

• New Account Setup

• How to Login

• Enabling Telehealth

• Create Client Intake Packages

• Auto Chart Assignment

• Set Billing Rates

• Customize Letterhead

• Setting up Two-Factor Authentication

• How to Change Your Subscription Plan in ICANotes+

• Set Up Labs and Tests

Practice Management

• Uploading Documents to a Chart

• Sending Assessments to Clients

• Reviewing Audit Logs

• Using Reports

• Messaging Clients

• Managing Sites

• Activating the Client Portal

• Entering Client Insurance

• Adding Contacts

• Entering Demographics

• Create a Simple Form

• Sending Assessments to Clients

• Intake Process for New Clients

• Creating Lab Orders

Scheduling

• Viewing Appointment History

• Using the Calendar

• Syncing Your Calendar with Google

• Using Client Self-Scheduling

Billing

• Collecting Client Credit Card Payments

• Submitting Claims

• ERA Autoposting

Intuitive, Accessible, Time-Saving

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