New Calendar
New Calendar Optimization for Large Practices
Index Sections Break Users Into Groups Smaller Than 20 Users Keep Names Showing on Calendar Small If you are in a large practice with over 20 users, please have your group administrator follow these steps for New Calendar optimization. Break Users ...
Tips & Tricks: Collect Copay via Calendar
1. For this to work, you need to make sure the patient has a copay requirement, which can be setup in the Insurance Information tab of Demographics. 2. From the Calendar, you will be able to see that the patient has a required copay from the red $ ...
Changing to Legacy Calendar
If you want to change calendars, follow these instructions: 1. From the Chart Room, click the drawer. 2. Once in Settings + Directories from the tab, click the tab. 3. On this tab, you can choose which calendar you want to use for the rest of the ...
Fastest Way to Schedule a Patient
Scheduling With the New Calendar When using the New Calendar, users are able to schedule a patient quickly and efficiently by using the following workflow. Click on 'Find Openings', then choose a clinician from the 'Clinician' drop-down menu. Within ...
Quick Calendar
Quick Calendar The Calendar Quick View enables clinicians to see their schedules without entering the Calendar. There are two areas that the Calendar Quick View / Quick Calendar can be accessed: In the Chart Room from the icon. From the Reports ...
Calendar Reports Overview
Index Sections Calendar Reports Overview Patient Copays Received/Owed Patients with No Future Appointments Patients with No Future Appointments (filter by date range, provider and/or location) Calendar Reports Overview Patient Copays Received/Owed ...
Credit Card Processing Through The Calendar
Index Sections Select Credit Card as the Source. Click the Charge Credit Card button. This will open up a new window. The amount should already be entered. Enter the Credit Card #. Enter the Expiration date. Once finished, click the Charge Credit ...
New Calendar Option to Show Column Counts
We added a new feature to the new calendar: Show Column Count. This count shows how many patients/slots are filled on the provider's schedule. (A group therapy appointment only counts as one no matter how many patients attend.) Any providers that are ...
Creating Encounters (Notes) From The Calendar
1. On the New Calendar, find the patient you want to create an encounter/note. 2. Double left click the patient for the Event Details - Edit window to popup. Click the More button in the bottom right and then choose New Note from the menu. 3. The ...
Printing Daily Schedule on New Calendar
1. From the New Calendar, click the button. 2. Choose the date range. For this example, I am printing one day, 12/13/2018. Choose the status and clinicians that you want to print. 3. Once all of the selections have been made, click the button. 4. You ...
Creating And Editing Repetitions in The New Calendar
This knowledge base article will show you how to create and edit repetitions. Creating a Repeating Appointment: 1. Create the appointment as usual including the type, clinician, and location. Click the More button in the bottom right. 2. In the More ...
New Calendar Navigation
While working in the New Calendar, it is possible to skip the Chart Room and do your navigation from the New Calendar. When you first log into ICANotes, go to the Calendar from the Calendar button. Selecting a Patient: I can select a patient from the ...
New Calendar Group Appointments and Co-Pays
This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment. Set Up Group Appointment 1. From the New Calendar, click the button. 2. From the Event Details - Add window, I'm ...
Print Copay Receipt From New Calendar
1. Click the icon to document the copay received. 2. Enter the source of the payment in the Copay window. 3. You will see the Copay documented. Click the More button in the bottom right. 4. Select the Print Copay Receipt from the menu. 5. The Print ...
Cancelled by Report
This knowledge base article will show you how to use the Cancelled by Report in the New Calendar. 1. In the New Calendar, click the button. 2. When the Reports window opens, click the Cancelled by Report link. 3. Choose the date range and then click ...
New Calendar Appointment Type Color vs Status Color Swap
The New Calendar shows Status Color by default. This can be changed in settings by a Group Administrator to show Appointment Type Color. If an individual user wants to switch between Appointment Type Color or Status Color, there is a new button at ...
New Calendar Known Limitations
There are some limitations to the New Calendar over the existing calendar. Please review these limitations before requesting that the New Calendar be enabled on your account: Appointment status colors cannot be modified. Repeating events that were ...
Using the New Calendar
This training guide provides step-by-step instructions for using the New Calendar. Please feel free to print this PDF Guide to Using the New Calendar if you would like to have it for reference. ACCESSING THE NEW CALENDAR Enter the New Calendar by ...
Blocking Out Time on the Calendar
To block out time in the ICANotes Appointment Book for lunch, a vacation, or something similar, please follow these instructions: 1. From the Chart Room, click on the 'Calendar' button to go to the Calendar. 2. Make sure there is no patient selected. ...
How to Create a Calendar Note
To make or edit a calendar note that will appear on an appointment in the Appointment Book, please follow these steps. The note will display in the event details of the appointment and by the patient's name at the top left in the Appointment Book. 1. ...
Exporting Appointments from the New Calendar
If you want to export information from the calendar to use an Appointment Reminder Service, or simply to get the data to an Excel Spreadsheet, follow these steps. 1. While in the appointment book, first select the day using the button in the top ...
A Clinician was Modified in the Appointment Book, but their Old Appointments are Missing
If a clinician was deleted from the ICANotes Appointment Book, or if their entry was modified in any way, you may find that previously-entered appointments are missing for them. This is because appointments are tied to that specific "clinician" ...
Assign/Add Clinicians in the Calendar
Users are not automatically assigned to the Calendar. To add them, group administrators should follow these instructions: 1. From the Chart Room, click on the Calendar button to go to the Calendar. 2. On the Calendar, click the button. 3. Click the ...
How to Setup a Provider for Multiple Locations in the Calendar
How To Setup a Provider for Multiple Locations In The Calendar This article describes how to set up the calendar to show a provider who works at two or more locations. A group administrator will need to make these changes. 1. From the Chart Room, ...
New Calendar Options
New Calendar Options There are individual and group settings available in Settings + Directories and in the New Calendar. Individual Settings from Settings + Directories: In Settings & Directories > Specific to Individual > Personal Info > Calendar ...
Copays Owed and Copays Received and Owed Calendar Reports
We added a new calendar report "Copays Owed" to both the new and legacy calendars. The report shows Attended events that have a copay amount due but no received item. The report is broken down by patient. Accessing the report 1) From the Chart Room, ...
Guide to Managing Appointments and Their Impact on Text Messaging
When using Text Messaging, there are a few workflow guidelines necessary to receive the anticipated results. (Screenshots are taken from new calendar.) Rescheduling: If you need to reschedule a text reminder-enabled patient in the calendar, first ...