Reports
Relative Value Units (RVU) Report
Relative Value Units (RVU) Report Relative Value Units (RVU) Report ICANotes offers a workflow for setting Relative Value Units for service codes, then tracking of those units used in the Relative Value Units report, visible to users with RVU Admin ...
Reporting Time Spent In Sessions
Reporting Time Spent In Sessions Reporting Time Spent In Sessions Tracking Time Spent in your sessions can be done within ICANotes using the Billing/Productivity Report. From the Chart Room, Select the Reports option. From the droprown, select the ...
Custom Form Search in the Billing/Productivity Report
Custom Form Search in the Billing/Productivity Report Custom Form Search in the Billing/Productivity Report Search functionality within the New Style Billing/Productivity Report now includes the ability to specify custom forms as a search criterion. ...
Creating and Exporting an External Provider List
Creating and Exporting an External Provider List The ICANotes External Provider List works much like a Rolodex and allows you to keep a digital directory of external contacts that are relevant to your practice. This list can include external or ...
Updated New/All Patient Record Report Export Process
Updated New/All Patient Record Report Export Process 1. From the dropdown Reports menu, choose the New/All Patient Records. 2. Run the Patient Records report. 3. Click the button to export the data. 4. Select the data that you would like to export. ...
Billing/Productivity Report Export Process
Billing/Productivity Report Export Process Join Tyler as he demonstrates the new Billing/Productivity Report export process.
New Export Process
New Export Process ICANotes Exports Whenever you export a report from ICANotes, that report will be available for download in the ICANotes Upload Site! Please note the following: If you are a Security Administrator or Group Administrator, you will be ...
Lock Notes After Compile & eSign Group Rule
Lock Notes After Compile & eSign Group Rule After the group rule "Lock Notes After Compile & eSign is enabled," editing the text of the note on the Finished Note screen is prevented after a supervisor has eSigned. This group rule needs to be ...
Tips & Tricks: Managing the AR (Account Receivable)/Aging Report
Tips & Tricks: Managing the AR (Account Receivable)/Aging Report 1. To access the A/R (Accounts Receivable) Aging report(s), click on the Patient Accounts drawer in the Chart Room. 2. Go to the Reports tab. 3. In ICANotes, we separate the Patient ...
General Reports
General Reports General Reports General ICANotes Reports are accessible from the Reports dropdown menu. NEW/ALL PATIENT RECORDS This report is accessible from the Reports dropdown menu. The Patient Records report is used to: - shows all active and ...
Clinical Reminder Rules
Clinical Reminder Rules ICANotes group administrators have access to Clinical Reminder Rules. When these rules are established, the Group Admin view of the Clinician Reminder Sheet will include reminders to complete certain types of clinical ...
Clinical/Demographic Search Report and Export
Clinical/Demographic Search Report and Export The Clinical/Demographic Search Report gives ICANotes users the ability to create and export a robust variety of demographic information about their patients. This article will guide you through the steps ...
Running the Productivity Report (columns)
Running the Productivity Report (columns) 1. Click on the 'Reports' dropdown menu and select Billing/Productivity Report. 2. The red boxed area contains filters that can be used to narrow down results on the report. The blue boxed area (Report ...