New Treatment Plan

A new Treatment Plan module is now operational.  It works basically the way the old module worked except for one important difference.

There is now a distinction between the plan for a particular problem (such as Mood Disorder) and the Comprehensive Treatment Plan (CPT).  The CPT is a plan that contains all the patient's problems.  It is the CPT that is put into the notes section of the chart.

Printing all the Notes in a Chart

Often it is necessary to print all the notes in a patient's chart. Here's how to do that:


1.  Go to the reports menu at the top.

2. Select Billing Report

3.  Clear all fields except for the Patient Name field.

4. Make a report, which will be a list of all the notes for that patient.

5.  Use the button at the top the report field, "Print These Notes."

New Chart Face

The new Chart Face is now operational.  We hope you like it and look forward to your comments and feedback.

Telephone Intake Form

A Telephone Intake Form has been added to the ICANotes program.

Now, when a patient or a patient representative calls to arrange treatment, a new chart can be created and the Telephone Intake Form, which is located by scrolling down the Patient Demographic Page, can be filled out.  By filling out this form a new chart is started, valuable information is input,  and many fields in the Patient Demographic section will already be filled out when the patient arrives for his or her Initial Evaluation. 

Thank you to Puente de Vida for this contribution to the program.

Scrolling Through Notes

There is now a "prev" and a "next" pair of buttons at the top of the Preview page so that the notes can be scrolled through without returning to the chart face after each note is perused.

New Scheduler

The new scheduler is ready.  Its easy and intuitive to use and contains its own instructions, including a video.  However, if you would like a five minute, live tutorial please call Don at 866-847-3590, ext 102.