Tips and Tricks
Preparing to Separate Your Current Practice into Two Separate Practices
Index Sections Preparing to separate your current practice into two separate practices Considerations for awareness Actions required of the parties Preparing to separate your current practice into two separate practices Considerations for awareness ...
Adjusting ICANotes' Screen Size or Resolution
Adjusting ICANotes' Screen Size or Resolution On any open session in ICANotes, you can utilize the function from the main file menu, which is located at the very top left of the program. Click into the View menu, as depicted below, then select the ...
How to Take a Screenshot (PC)
How to Take a Screenshot (PC) This Knowledge Base article will guide PC/Windows users on how to take a screenshot of their ICANotes program using keyboard shortcuts and the Windows snipping tool. This may be useful in situations where you have a ...
Creating and Managing Referrals
Creating and Managing Referrals This Knowledge Base article will guide you on how to make a referral, utilize the Referrals Log, and edit an existing referral with updated content. Create Referral There are multiple starting points for creating the ...
Entering a code and updating CQM data
Entering a code and updating CQM data If you’ve compiled a progress note but did not enter a service code into the work areas, you have the ability to modify the finished note to include the missing code. From the Chart Face From the patient’s Chart ...
Scheduling Training From The ICANotes Website
Scheduling Training From The ICANotes Website To schedule training from the ICANotes Website, go to the ICANotes webpage at https://www.icanotes.com. From the webpage, click on Support and scroll down near the bottom. Click on Consultations as shown ...
Text Reminders in English and Spanish
Text Reminders in English and Spanish Question: How can I send out a text reminder in English & Spanish? Answer: While Spanish language text reminders are not currently a feature within ICANotes, for customers wishing to send appointment text ...
Pipeline Patients Not Receiving Reminders for Initial Appointments
Question: I'm an Intake Coordinator and complete intakes from the pending patients in my pipeline report. My patients aren't getting their appointment reminders after I schedule their Initial Appointments. Do I need special privileges? Answer: There ...
Clinical Messaging
Clinical Messaging This is used by a clinician or office/administrative staff to document any type of contact (contact notes) with the patient or patient's family members, i.e., request a refill, new appointment, etc. Note: There is no place to ...
Advanced MD & ICANotes Integration
AdvancedMD / ICANotes Integration Introduction This guide provides a very high-level overview of the actions needed to generate charts and transmit charges to AdvancedMD from within ICANotes and highlights considerations that users of the integration ...