Patient Portal
Mandating Fields in custom forms in the Patient Portal
Mandating Fields in Custom Forms When creating custom forms using the Form Builder via the Premium Patient Portal, Portal Admins now have the ability to mandate whether or not a field is required to be completed by the client/patient before ...
CCDA On the Patient Portal and Upload Site
Index Sections CCDA on the Patient Portal Exporting CCDA (CCD Export) Consolidated Clinical Document Architecture (CCDA) is a base standard which provides a common architecture, coding, semantic framework, and markup language for the creation of ...
How to Manually Send Forms Made via Form Builder
How to Manually Send Forms Made via Form Builder If you've created custom forms using the Premium Patient Portal Form Builder and set the availability Rule to "Send Manually", this Knowledge Base article will show you how to send that to your ...
Patient Instructions on Uploading Insurance Card from Portal to Chart
This Knowledge Base article will guide ICANotes users on how their patients can upload a scanned copy (or picture) of their insurance card to the Patient Portal so that it is visible within their chart in ICANotes. The patient will login to the ...
Patient Signature of Treatment Plan or Note via the Portal
This knowledge base article will guide ICANotes users on the workflow of acquiring patient signatures on notes and treatment plans via the Portal. This workflow should be especially useful for clinicians providing telehealth services where the ...
Setting up a Patient Portal Admin
Setting Up a Portal Admin A Security Administrator is able to make any user a Patient Portal Admin from the Security Center. To set this up, you need to go to Settings. This is located at the bottom right-hand section of the Chart Room. From there, ...
Changing Text Messages to Put in a Message That Office is Closed
These instructions are for patients/clients who have scheduled appointments. If you need to close your office due to inclement weather, sickness, or safety of the public follow these directions. 1. As a Portal Administrator, log into the Patient ...
How to Find Who Has Patient Portal Enabled
To find which patients are portal enabled, follow these steps. 1. Click Reports and from the drop-down menu click the Clinical / Demographic Search. 2. On the Clinical / Demographic Search report: a. Select all genders (to get all patients to show) ...
Mass Message to All Patients from the Patient Portal
Follow these instructions to send a Mass Message to all of your patients/clients that are portal-enabled. (See How to Find Who Has Patient Portal Enabled Knowledge Base Article.) This works for Basic and Premium Patient Portal users. 1. As a Portal ...
Patient Portal Enabled Report
Index Sections Put in the criteria to run your report. Click the Export button. When the Export Settings window opens Choose the criteria you would like to choose. Click on the Patient Portal Enabled? option which is highlighted in the screenshot. ...
Custom Email Reminders
Index Sections Patient Portal Admin - setup Customizing Email Reminders ICANotes customers who are setup to send Email Reminders to their clients have the option of fully customizing the content of those reminders. For more information on enabling ...
Generating API Credentials from the Patient Portal
Generating API Credentials from the Patient Portal Portal-enabled patients now have the ability to generate API credentials to be utilized against our FHIR API. For instructions on enabling patients for the Patient Portal, please see our guides for ...
Appointment Report In The Patient Portal Administrator Site
Has your patient ever tried to communicate with you through the text message reminder sent to them? If your answer is yes, we have created a new Appointment Report which can be seen with those responses. This new Appointment Report can be seen in the ...
Manually Dismiss Toast Notifications
We have created the ability for a user to set manual toast notification dismissal if desired. The default is to have it expire after five seconds. 1. The patient portal administrator needs to go to the Patient Portal Admin Login. 2. Once you are ...
Patient Portal: View Access Log Enhancements and Transmit CCDA by Email
Access Log 1. The patient signs into the Patient Portal and goes to the My History tab. 2. From the My History tab, the patient (or authorized user) can see who accessed the patient's record from the patient portal. Click the button. This only covers ...
How to Upload Portal Forms
ICANotes provides some forms that can be uploaded to the upload site for your patients to fill out. For information about all features including printable PDF instructions for your office and your patients, please see our Premium Patient Portal ...
Patient Portal Messaging
Portal Administrators can control who gets messages from patients. This is done through the Patient Portal. 1. As a Portal Administrator, log into the Patient Portal Admin site. 2. Click the link at the top of the page. 3. Click the button on the ...
Form Builder
This is a Premium Patient Portal feature. For information about all features including printable PDF instructions for your office and your patients, please see our Premium Patient Portal Knowledge Base Article. IE (Internet Explorer) 8, 9, and 10 are ...
How Do I Create An Email Alias?
Gmail An alias can be created for Gmail simply by using your existing username, the sign '+', and any additional text or numbers. username+alias@gmail.com Emails sent using this format will be delivered directly to your Gmail account. For example, ...
Setting Up Custom Text Reminders on the Patient Portal
ICANotes is required to include the Provider's name as well as "Appt Reminder:" in the beginning of the SMS text and "To unsubscribe reply STOP" at the end of the text message. Set Up Patient Portal Admin: 1. To set this up, you need to go to ...
Patient Portal: Patient Portal Owner
Patient Portal: Patient Portal Owner You can assign patient portal owners in ICANotes. Portal owner designation gives a person the ability to access multiple patients on the portal - for example, a parent managing the accounts of more than one child. ...
Patient Portal: Authorized Users Permission
Authorized user permissions are set up by the patient or portal owner via the Patient Portal. 1. The patient/portal owner will do this from the Authorized Users tab. 2. The patient/portal owner can add authorized users by clicking the button. 3. ...
Patient Portal - Change in Patient's Email
Patient Portal - Changing Patient's Email in Demographics If your patient has a change in email and the patient is registered for the patient portal, please follow these steps to change the email address in ICANotes and the Patient Portal. 1. Go to ...
Premium Patient Portal Built-In Forms
Premium Patient Portal Built in Forms By default, five built-in forms are available for use in the Premium Patient Portal. These forms can be managed by Patient Portal Admins by logging into the patient portal admin page here: ...
Portal Intake Form Instructions (Premium Portal Only)
ICANotes customers utilizing the Premium Patient Portal can receive profile and patient history information from their clients, and include it directly into a Complete Evaluation or Pre Admission Assessment. For more information about the premium ...
Adding Portal-Enabled Patient Signature Forms
Adding Portal-Enabled Patient Signature Forms Portal-enabled patient signature is part of the premium patient portal service provided by ICANotes. For more information about the premium patient portal service, please contact Sales. The Premium Patent ...
Setting Up Email and Text Reminders
This Knowledge Base Article will cover how to enable reminders (Email Or Text) for individual patients. You are able to customize the content and timing of reminders for your practice as a Patient Portal Admin using this Guide. Your Practice can ...
Premium Patient Portal
Using the Premium Patient Portal Premium patient portal functionality must be activated by Sales as it is an additional cost. If you would like to activate the Premium Patient Portal, please go to ...
Premium Portal Instructions for Patient
To help your patients register and use the Premium Patient Portal, please the instructions below: Patient Portal Instructions: Registration Process 1. You will receive an email from noreply@patientonlineportal.com titled ‘Welcome to Your Patient ...
Premium Patient Portal Admin Function
Premium Patient Portal Admin Function Set Up: 1. To set this up, you need to go to Settings + Directories. Click the drawer from the Chart Room. 2. Click the button. 3. Enter your ICANotes password. 4. Click the button to continue. 5. In the Security ...
Portal Reminder Status Report
Using the Portal Reminder Status Report This guide explains how to use the Portal Reminder Status Report in ICANotes. - Patient reminders are part of the premium patient portal (text reminders have an additional cost). - For more information about ...
Sending Statements via Patient Portal
Patient portal enabled groups will now have the option to upload Statements for their Patient portal enabled clients. Note: Groups enabled for Billflash will not see the option to upload statements to their client's portal. This functionally will ...