How to Copy Note Contents

How to Copy Note Contents

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

Click here to watch a video about this feature.


FAQs 

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


Click here for quick access to the FAQs.

 

*********************************

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 ...