Index

• 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 Time Spent values. This article will outline steps for group administrators updating values in each available custom value list in ICANotes. 

To access Custom Value Lists, navigate to the More tab in Group Level Settings & Directories. 

Time Spent with Patient

To modify the list of durations for Time Spent with Patient, simply place your cursor into the text field and begin typing. 

The text field is editable, and all values entered will be automatically sorted alphabetically (A-Z) when displayed within the note work areas. To add a new line, place your cursor in the field and hit the Enter key on your keyboard. When finished you can click anywhere outside of the field to save your work, or click on another tab in Settings and Directories. Your changes will take immediate effect (no logging out and back in required). 

Example: from PN Part 2, New Therapist Progress Note

Follow Up / Return Visit

Within the Follow Up / Return Visit tab you can add, sort, and hide existing and new custom values. 

Click  and start typing in the Custom Value field. When finished click  to commit it to the list. 

All values can be reordered by clicking the   arrow icons to move a value up or down the list. To hide a value from the list entirely, click the   hide checkbox. 

Custom added values can also be deleted by clicking the red   icon to the right of the value name. 

When clicking into the Return Visit field in a progress note, the Select Custom List Value pop up will appear, allowing the user to make a selection that will populate in the field. 

Example: from the new Therapist Progress Note

Example: from the Complete Evaluation

Frequently Asked Questions