Settings & Directories
Using the Security Center
The ICANotes Security Center is available to users designated as Security Administrators for their group. 1. To access the Security Center, go to 'Settings + Directories' from the Chart Room. 2. Click the 'Security Center' button at the bottom. 3. ...
Admissions Administrator Role
ICANotes has added the Admissions Administrator role. A Security Administrator can select this option in the Security Center. Under what circumstances might this happen? If demographic patient data is received from an integrated third party (for ...
Managed Care Authorization Alert Workflow
Access Managed Care Authorizations from the Chart Face. This is the Managed Care Monitor. The alert threshold area is boxed in red. If "Send Alert message when Threshold is reached" is checked (on the Managed Care Monitor window, then the system will ...
How to enable a user as a Clinician or Administrator in ConnectEHR
How to enable a user as a Clinician or Administrator in ConnectEHR A user can can be set up as an administrator or Clinician in ConnectEHR with the purpose of tracking reports. This access is totally optional and not required. We recommend refraining ...
Patient Data Export (Individual & Group Level)
Sections How to generate an export for an individual patient How to generate the export for all patients The EHI Export functionality serves as a valuable tool for our customers, enabling them to perform a manual one-time export of health data ...
Signature at End of Note
The Signature at End of Note field contains the signature information for each user when compiling notes, such as a progress note. This signature field is not the same as the electronic signature, or signature capture functionality. Your signature ...
Custom Value Lists
Sections Time Spent with Patient Follow Up / Return Visit Frequently Asked Questions Custom Value Lists allow group administrators to manage the content lists for certain fields in progress notes, such as the Follow Up/Return Visit dropdown and the ...
Reminders Tab
The Reminders Tab in Settings + Directories is a tool that can be used to set reminders for yourself or others in your group. As a Group Administrator, you may choose yourself or others in your group by selecting their name in the left column (if you ...
Caseload Filters Print/Export Enhancements
ICANotes has set up some enhancements for printing caseloads. 1. From the Chart Room, click the Settings button 2. Once in Settings & Directories: If you are a Group Administrator, select the user that you want to see. Click the Caseload button. The ...
How To Change Time Zone
Individual User (Not a Group Administrator) In the Chart Room, click on Settings Click the "Options" tab to the right. At the bottom of the page you will see a "Time Zone". Select the applicable time zone (Relative to GMT) - Please note the time zone ...
How to Disable a Site
Steps to Disable a site: 1. As a group administrator, go to the Settings button. 2. Go to the Group Level Settings & Directories tab. 3. Go to the Sites/Letterheads tab. 4. Find the site that you would like to disable and click the button. 5. While ...
Alternate Facility NPI
If you need to submit a different facility NPI on your claims based on the payer, there is a new field in Settings + Directories to add an Alternate Facility NPI. This will affect lines 32a and 33a on the printed CMS 1500 form as well as loop 2010AA ...
Chemical Dependency Work Areas by Site
A Security Administrator or the Group Owner needs to email ticket@icanotes.com and request that the following two group rules be turned on: Use Chem Dep Specific Work Areas Use Chem Dep Work Areas by Site Once you have confirmation that the two group ...
Setting Up Default Clinical Summary Options
1. As a Security Administrator, go to Settings. 2. Then go to the Security Center by pressing the button. 3. Click the button in the top right. 4. From the CDS tab, indicate whether the settings will be set for user or for group. Group will override ...
Security Center Group Rules
Sections Security Center Group Rules CDS Tab Mandates Tab Defaults Tab Security Tab A security administrator can enable/disable group rules through the security center. To get to the security center, go to Settings & Directories from the Chart Room ...
How to Set a Default Site/Letterhead
This knowledge base article will demonstrate how to set up a default site in a multiple site group. 1. Click the Settings button in the Chart Room. 2. In Settings & Directories: You should be on Specific to Individual tab by default. If you are a ...
Adjusting Text Font, Size and Style in Notes
If you'd like to adjust the text font, size or style in your notes, you have two options: To temporarily change the text: While typing anywhere in the program, look to the top-left of your screen for the Format drop-down menu. Clicking there, you can ...
How to Create a Custom Procedure Code in the Practice Short List
The Service Code Short List is located in Settings + Directories under the Shared By All Staff tab, sub tab Service/Modifier Codes. 1. Click the Settings button from the Chart Room. 2. Click the Group Level Settings & Directories tab. 3. Go to the ...
How to Create a Site and Letterhead
Setting up your default site and letterhead Group administrators can add/edit default sites and letterheads. 1. First, enter the Chart Room and click on the at the bottom left. 2. Next, click on the tab. By default, you should be brought to the ...
Assigning a Supervisor
To assign a supervisor for a clinician in ICANotes: 1. Go to the ICANotes Chart Room and open the Settings button 2. From the list on the left, select the name of the clinician for whom you want to assign a supervisor. On the right, select the ...