Managing Patient Data
ICANotes Backup Policy: How Your Data is Protected
Index Sections Real-Time Data Protection Hourly Snapshots Daily Backups Offsite & Encrypted Storage Weekly Long-Term Backups Session Continuity and Data Recovery Summary At ICANotes, we understand the critical importance of safeguarding electronic ...
FHIR Access
This Knowledge Base article will walk clinicians through the steps of activating FHIR access. A Group administrator will have the access to initiate the process for patient's to have access for their data via FHIR API. This will be under Group Level ...
Patient Data export (Individual level)
Index Sections EXPORTING PATIENT DATA How to generate an export for an individual patient EXPORTING PATIENT DATA In the following Knowledge Base article we will explain step by step how to export patient information (such as notes, appointments, ...
ICANotes & HIPAA
ICANotes complies with HIPAA requirements for Business Associates. The company performs a Security Risk Assessment annually based on the guidelines established by NIST (National Institute of Standards and Technology) and maintains HIPAA Policies and ...
Processing Record Requests
Index Sections Set Up How Patients Can Request Records Processing Record Requests The Patient Portal has been activated for your practice. Each patient will need to be invited to the Patient Portal and register their account to be able to request ...
Data Export and Demographics Import
1. The current owner of the data will need to run a full Clinical/Demographic Search report for all active, inactive and pending patients. Go to the Reports drop-down menu and select Clinical/Demographic Search. 2. On the Clinical/Demographic Search ...
Entering Demographic and Insurance Information (New UI)
Entering Demographic and Insurance Information (New UI) Demographics and Insurance Setup Whether you are starting a new chart from the Chart Face, or entering information for an existing patient, a patient’s demographics and individual insurance ...
Telephone Intake Forwarding Admission Notes
Telephone Intake Forwarding Admission Notes 1. A group administrator needs to turn this on in Settings + Directories. From the Chart Room, click the Settings. 2. In Settings + Directories: A. Go to Group Level Settings & Directories B. Go to the More ...
How to Print Labels for Patients
How to Print Labels for Patients This is a guide for inpatient facilities to print labels for their patients using Microsoft Word. 1. Once MS Word is open, go to the Mailing tab and click the Labels button. 2. Under Delivery Address, put in Patient ...
Health Information Exchange (HIE) Opt-In Field
Health Information Exchange (HIE) Opt-In Field The demand for electronic health information exchange among care professionals is growing along with nationwide efforts to improve the quality, safety, and efficiency of health care delivery. Meaningful ...
Adverse Drug Reaction RxNorm Lookup Table
To see how to create adverse drug reaction in ICANotes, please see our Knowledge Base Article. When you select an ADR To from the dropdown menu, if the ADR is on our RxNorm Lookup Table the RxNorm Code will autopopulate. This may also occur when you ...
Save Referrals & Lab Reqs As PDFs in Documents Tab
Save Referrals & Lab Reqs As PDFs in Documents Tab This knowledge base article will demonstrate the ability to save referrals and laboratory requisitions as PDFs in the Documents tab. Referrals: 1. In the Referral/Consult Form area, choose/click an ...
Audit Logs Available
Audit Logs Available Audit Logs will allow you to monitor where, when, and who accessed patient information. This is useful for monitoring and avoiding any HIPAA-related access issues. Please note that this article is intended for Group ...
Blank Demographic Pages
Blank Demographic Pages Here are screenshots of the demographics including all tabs. Patient Information: This page is the default demographic page. The red fields are required before a patient can be saved. Blue fields are optional but add ...
Patient Address List Exported to Excel
Patient Address List Exported to Excel If you need to generate, print, or export a list of patients, their DOBs, addresses, email addresses, or phone numbers follow these instructions: 1. Use the "Clinical/Demographic Search" to retrieve the list of ...
Manually Entering Diagnosis Code
Manually Entering Diagnosis Code Manually Entering Diagnosis Code If a diagnosis code cannot be found in the pre-populated diagnosis entries, one can be manually entered in the work areas of a note. Within a note, under diagnosis, select Enter: Which ...
Topaz Signature Pad: Where to Purchase, Installation, How to Use, and FAQ's
Index Sections Run the Installer Connect the Signature Pad Enabling the Topaz SigWeb Feature Inside ICANotes This knowledge base article will assist ICANotes clients with utilizing the Topaz signature pad on the login at http://ehr.icanotes.com. ...
Entering Demographic and Insurance Information (Legacy UI)
Entering Demographic and Insurance Information (Legacy UI) Demographics and Insurance Setup Whether you are starting a new chart from the Chart Face, or entering information for an existing patient, a patient’s demographics and individual insurance ...
How to Restore a Deleted Note, Chart, or Treatment Plan
How to Restore a Deleted Note, Chart, or Treatment Plan 1. Login to ICANotes. 2. From the Chart Room, Go to Settings + Directories: Chart Room (Classic): Chart Room (New Layout): 3. On the Main (Specific to Individual) tab: A. You should be brought ...
Creating a New Chart
Creating a New Chart Creating a New Chart Click on the button in the Chart Room. A dialog box will open: Enter the patient’s First Name, Last Name, and Date of Birth, then click the button. The program will check to see if there is already a chart ...
How to Locate a Chart
How to Locate a Chart Locating a Patient Chart in ICANotes From the main ICANotes Chart Room, look for the two Filing Cabinets on the left where you will find patient charts organized alphabetically (A-C, D-F, etc.). After you click on a drawer ...
Creating a List of Patients
Creating a List of Patients If you need to generate, print, or export a list of patients, their DOBs, addresses, email addresses, or phone numbers follow these instructions: 1. Use the "Clinical / Demographic Search" to retrieve the list of patients. ...
How to Combine Duplicate Charts and Notes
How to Combine Duplicate Charts and Notes To combine or merge any duplicate charts you might have for a patient, please follow these instructions: 1. Determine which chart you want to keep and which duplicated chart needs to be deleted. 2. For each ...
Accessing a Password-Protected Chart
Accessing a Password-Protected Chart Charts may be password-protected by clicking on the "Extra Privacy" button on the patient's main Demographics page. If you need temporary access to a patient's chart that has previously been password-protected, ...
NC HIE Integration Workflow
NC HIE Integration Workflow North Carolina HIE Integration Contents Introduction/Important Considerations Initial Setup/Staff Direct Addresses Task: New Patient Setup Task: Create an Inpatient Episode of Care Task: Change inpatient to outpatient / ...
How to Use the Upload Site
How to Use the Upload Site Accessing the Upload Site: 1. Open your Internet Browser to the following location: https://upload.icanotes.com 2. Log in with your ICANotes Username and Password. 3. Enter in the Patient’s Name or Unique Number and click ...