ICANotes is a web-based EHR system for mental health practices, designed by a practicing psychiatrist and built by behavioral health professionals.

Key features include:

  • Purpose-built charting tools for psychiatrists, therapists, psychologists and social workers including AI-powered, menu-driven templates.
  • Standardized assessment tools, native to the charting workflow
  • A HIPAA-compliant client portal, featuring real-time document sharing and secure messaging.
  • Multi-provider calendar management with Google Calendar sync and patient self-scheduling
  • Optional lab integration software with quick access to laboratory results directly within the EHR.
  • Automatic E&M coding with a built-in MDM coding matrix
  • EPCS through a Surescripts-connected network

ICANotes simplifies the documentation process, reduces administrative burdens, and enhances the quality of care provided to patients. Its specialized tools are designed to support the unique needs of behavioral health clinicians, making it one of the leading options in the market for mental health charting.

the ICANotes behavioral health electronic health record (EHR) software interface displaying a therapist progress note (PTN) template
 a digital behavioral health treatment planning interface from ICANotes, displaying a patient's diagnosis of adjustment disorder alongside selected long-term goals, customizable clinical interventions, and a target date calendar.
a laptop displaying an ICANotes+ Reports aging-by-service-date screen for a behavioral health practice

ICANotes Classic vs. ICANotes+ feature comparison

Shared Features

Both versions of ICANotes support key clinical and administrative functions, including:

  • Comprehensive clinical documentation (e.g., evaluations, progress notes, treatment plans, group therapy notes).
  • E-prescribing for standard medications and controlled substances, including integrated PDMP.
  • Billing functionalities like eligibility verification, claims submission, ERA auto-posting, and robust reporting.
  • Scheduling capabilities, including group appointments, recurring appointments, and calendar management.
  • Client portal features such as messaging, electronic intake, and appointment confirmations.

Features exclusive to ICANotes+

  • Improved rating scales and documentation: Automatically convert rating scale scores into detailed, narrative notes. Includes advanced features for play therapy and customizable form creation.
  • Improved client portal: Clients can schedule appointments, view billing statements, and make payments directly through the portal. Payment options include stored credit cards.
  • Streamlined billing: Continuous updates on advanced billing reports and automated client payment options via the portal.
  • Modern scheduling and communication tools: Self-service scheduling (via portal or practice website) and Google Calendar synchronization.
  • Lab orders: Send lab orders electronically in addition to receiving results.
  • Specialized notes and assessments: ASAM notes and chemical dependency evaluation enhancements. 

Features exclusive to ICANotes Classic

ICANotes Classic retains some capabilities not yet available in ICANotes+:

  • Clinical message logging, intra-office messaging, and task notifications.
  • E/M coding automation.
  • Customizable batch patient statements and direct messaging with other healthcare organizations (via Kno2).
  • Robust options for PRP evaluations and pre-admission assessments.

ICANotes customers will be notified when eligible for a free upgrade. Upgraded customers will have user settings, patient demographics, appointments, custom buttons, uploaded documents, and completed notes and treatment plans migrated.

Software features

  • Appointment Management
  • Billing Management
  • Clinical Workflow
  • Document Management
  • EM Coding
  • Insurance and Claims
  • Lab Integration
  • Medical Templates
  • Patient Demographics
  • Patient History
  • Patient Portal
  • Referrals
  • Reporting and Analytics
  • Scheduling
  • Voice Recognition
  • e-Prescription

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Quick spec

Product details

Delivery Platform

  • Cloud

Compliance

  • HIPAA
  • ICD-10
  • CPT
  • HL7

Specialty

  • Mental and Behavioral Health

Practice Size

  • Solo Practice
  • 1-10 Physicians
  • 11-50 Physicians
  • Over 50 Physicians

Additional Information

  • Web App

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ICANotes EHR

ICANotes EHR

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