Overview
This knowledge base article explains how to update the chart status in ICANotes+. You can change the status between Active, Inactive, Pending, and Test as needed.
Updating Chart Status
When a new chart is created in ICANotes+, its status is set to Active by default. To change the status, go to the client's chart face and select a different option from the status dropdown. Refer to the screen below:
The available status options are:
- Active
- Inactive
- Pending
- Test
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
Filter Charts by Status
Overview ICANotes+ allows you to assign one of the following four statuses from the client’s chart: Active Inactive Pending Test By default, only clients with an Active status are displayed in the Chart Room. If you want to view clients with other ...
How to Add, Edit, Delete Treatment Plan
Overview Only authorized users can add, edit, or delete treatment plans. This knowledge base article guides you through adding, editing, and deleting treatment plans. You can also restore the treatment plan after deleting it. Add / Edit Treatment ...
How to Create a Chart
Overview This knowledge base article outlines the steps to create a new chart for clients. When creating a new chart, some fields will be mandatory while others are optional. To expedite the chart creation process, you can hide optional fields by ...
Process a Refund From the Client Chart
Overview This article demonstrates how to refund a payment from the client's chart in ICANotes+. The refund feature can be used by both customers processing payments with the ICANotes+ credit card processing feature and by customers who simply record ...
Working with Chart Flag Messages
Overview The Chart Flag Message feature enables practice users to set client-specific reminders for clinicians and staff. A flag icon appears next to the client’s name on their chart, which opens a screen to create a new chart flag message. If a ...