Overview
This article provides step-by-step instructions on how to copy and paste content from a compiled note in ICANotes+.
Copying and Pasting Note Content
You can copy content from any of the following note types after compiling them:
- Quick Note
- Case Management
- Couples/Family Therapy
- Progress Note
- SOAP Note
- Complete Evaluation
- Discharge Summary
- Clinical Summary
In this guide, we'll use the Progress Note as an example.
Steps to Copy Note Content
1) Open the client’s chart and navigate to the notes section. You will see all the notes created for the client.
2) For the finished notes, click the Compiled Note button, as shown below.
3) Once the compiled note is open, find the Copy to Clipboard button in the top-right corner of the note.
4) After clicking the Copy to Clipboard button, a confirmation message will appear, indicating that the content has been successfully copied.

5) You can now paste the copied content into any document or text field. See the screenshot below for reference.

Watch the Video
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
*********************************
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
*********************************
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.
Related Articles
How to Download, Copy, Print, Sign Treatment Plan
Overview This knowledge base article guides you on downloading, printing, copying, and signing treatment plans. Downloading Treatment Plan After entering the required details and compiling the treatment plan, you will have the option to download it. ...
Practice Note Settings
Overview This guide covers the workflow for practice owners customizing note settings at the group level in ICANotes. Navigate to Note Settings From the left-hand navigation menu, go to Settings Click into the Note Settings section. Here you can ...
Configure Default Note Settings
Overview On the client’s chart face, multiple note types are available, such as Progress Note, SOAP Note, and Quick Note. You can prioritize the note type you use most frequently for quicker access. For example, if you regularly create Progress ...
Part-Time Clinician Note Limit
Overview ICANotes+ offers a part-time clinician subscription plan that includes a monthly note creation limit. This article explains how the note limit works, what happens as you approach or reach the limit, and how to take action if needed. Monthly ...
How to Delete a Note
Overview In ICANotes+, you can delete notes that you have created for clients. To delete a note, you must first access the client’s Work Area. Steps to Delete a Note Go to the client’s Work Area. Locate the note you want to delete. Select Delete this ...