Default Portal Forms Available in ICANotes+

Default Portal Forms Available in ICANotes+

Overview

ICANotes+ offers eight default forms you may send to clients individually or as part of a form package. Previews of each available form can be found further down in this article. Before sending a form to the client, you will need to activate the portal for the client. Please review this article for steps to activate the client portal.

Default Forms in ICANotes+

To send a Default Form for the client to complete within their portal, navigate to their chart and select the Communications tab.  

Expand the Client Portal panel.

Click the Choose Forms and Assessments button.


 

 

Expand the Default Forms menu and select the forms you wish to send to the client for completion. When ready, click Send Form Request Email.

 

 


The form(s) sent will appear with the Sent status. When the client has completed the form, the status will update to completed.



 

Acknowledgement of Rights and Responsibilities 

Informed Consent - Adult

  

 

Informed Consent - Minor 

 

Notice of Privacy Practices

 

 

Records Release Authorization


 

Self Pay Agreement

 

Treatment Consent - Adult

 

Treatment Consent - Minor

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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