Progress Notes
View Previous Notes within Work Areas
Index Sections Prescriber Note (Classic) Prescriber Note (New layout) Therapist/Non-Rx (Classic) Note Therapist Note/Non-Rx (New Layout) ICANotes users now have the ability to access completed notes while in the process of completing another progress ...
New Allergy/Adverse Drug Reaction Entry Workflow
This Knowledge Base article will demonstrate the updated workflow for entering allergies and adverse drug reactions to a client's chart. This workflow was updated as part a July/August 2020 release. Each note type where the workflow applies will be ...
Creating a BIRP Note
This knowledge base article covers the workflow of creating a BIRP therapy note in ICANotes. From the patient's Chart Face, start by creating a new Therapist progress note. Within the work areas of the Therapist note, you'll create a series of custom ...
Creating Discharge Instructions
This knowledge base article will cover how to create discharge instructions for a patient. 1. Choose the Prescriber Progress Note button (or Therapist if you are a non-prescriber). 2. You will need to decide which medications are for discharge (if ...
Default Note Header on PN Rx, Nursing PN, and Clinical Summary
Index Sections Danelyn demonstrates the new default note header field located in Settings & Directories. Click on the link to watch the video: Default Note Header Video You can choose what you would like the note header to be through Settings & ...
Replay Clinical Decision Support Material (CDS)
If you went through the compiled note process and did not print the Clinical Decision Support (CDS) material, you do not need to recompile. On the Finished Note screen, there is a button labeled CDS. Click the button. A popup will populate asking if ...
Requested Cosigners
Index Sections Setting Up Clinician Reminder Sheet Users are now able to request others to electronically sign notes from the Finished Note screen. Setting Up 1. On the Finished Note screen, click the sign by the field. 2. Choose the clinician(s) ...
How to Create a Clinical Summary
This knowledge base article demonstrates the workflow for creating a Clinical Summary, as a way of generating patient documentation while using less paper. Example scenario: Our testing group has seen this patient since 2024.The group has created ...
Changing Note Date
Changing Note Date There are two ways to change a note date within any note type. The first way is from within the note work areas. Look to the Note Date field at the top center of the note and click into the field to view a calendar. Click on the ...
Tobacco Use Window
Tobacco Use Window Tobacco Use input can be accessed from the tab on Complete Assessments or from the tab in Prescriber Progress Notes. For a Complete Assessment, access through the Medical History tab go to the Tobacco button. For a Prescriber ...
What information carries forward from note to note?
The following information will carry forward from one note to another in ICANotes. As a general rule of thumb, look to the bottom of each note type to view the Key designating how color-coded fields behave within notes: If a second Complete ...
Reviewing Past Psychiatric, Social History, or Family History (PSFH)
Reviewing Patient Past Psychiatric, Social and Family History (PSFH) If you need to quickly pull up a patient’s past psychiatric history, social history, or family history, look for the Progress Note, Part 1 tab () from any standard progress note, ...
Encounter Form
The Encounter Form is a running log of signatures collected from the client and clinician on each visit and includes optional fields such as the Medicaid Number, start time, end time, units, and service code. The report can be printed and saved as a ...
Downtime Form - Nursing Note [ICANotes]
Server Downtime Form - Nursing Progress Note [ICANotes] In the event of an unfortunate downtime, you can still create a Nursing Progress Note. (The chart and information displayed below is of a test chart that contains false information. No HIPAA ...
Downtime Form - Prescriber Note [ICANotes]
Server Downtime Form - Prescriber Progress Note [ICANotes] In the event of an unfortunate downtime, you can still create a Prescriber Note. (The chart and information displayed below is of a test chart that contains false information. No HIPAA ...
Downtime Form - Therapist Note [ICANotes]
Server Downtime Form - Therapist Progress Note [ICANotes] In the event of an unfortunate downtime, you can still create a Therapist Progress Note. (The chart and information displayed below is of a test chart that contains false information. No HIPAA ...
EMDR Therapy Content
EMDR Therapy Content ICANotes is pleased to introduce EMDR (or Eye Movement Desensitization and Reprocessing) related content into its already expansive "shrub" content library. This new clinical content can be found in the "new" Therapy Progress ...
Case Manager PRP Daily Notes [ICANotes]
Case Manager PRP Daily Notes [ICANotes] Case Manager PRP Note [ICANotes] This is guide covers the location and content of the 'PRP' button within the 'Case/Social Worker' Progress Note . (The chart and information displayed below is of a test chart ...
Creating a SOAP Note
For therapists/counselors needing to utilize the SOAP note format in their progress note, custom buttons can be utilized with great efficiency. This knowledge base article will provide step-by-step instructions for creating a SOAP note button (or ...
Setting Default and Individual Note Titles
This Knowledge Base article offers instruction on how to set default note titles and change individual note titles which apply to single notes only. Setting Default Note Titles From the Chart Room, click to go to Settings & Directories. In Specific ...
New Therapist PN
New Therapist PN We have introduced a new simplified version of the Therapist (Non-Prescriber) Progress Note that is now available to ICANotes users via group rule. The basic set of buttons in the Classic (old) version have been preserved and ...
Primary Care Note
Primary Care Note A Security Administrator can request to have the Primary Care Note enabled by emailing ticket@icanotes.com. For primary care providers who will be utilizing auto coding for e/m coding, please refer to this knowledge base article. ...
Quick Note
Changes to the Clinical Note Without Encounter - now the Quick Note - are outlined below for easy reference. Exceptions include notes created via iPrescribe and incoming lab results (for groups enabled with an integrated lab); these notes will still ...
Sign Notes with Saved Signature
Sign Notes with Saved Signature ICANotes users now have the ability to sign notes using their saved signature. For this functionality to work, your Security Administrator will need to first provide Support with an image file containing the user's ...
How to Create a Nursing Progress Note
1- To start a Nursing Note you have to access the Patient's Chart Face from the Chartroom after searching the patient and selecting the name. As you access the Chart Face, go to the notes options and select the Nursing option marked in red. You are ...
PN Prescriber (Comprehensive Layout) Video
This video is shared from YouTube and demonstrates how to create a prescriber progress note using the comprehensive layout.
How to Create a Therapist Progress Note
For step-by-step instructions, please see our New Therapist Note guide.
How to Create a Prescriber Progress Note
Watch our video which demonstrates and trains how to create a prescriber note. If the video does not load for you above, you can go to https://youtu.be/DkOGLL9GGP0