How to Message your Clients from ICANotes+
From the client chart face click on the communications tab and you will see the messaging tab in the middle of the page.
Once access to the Portal is established, the Messaging section will change and reflect your client-specific inbox.
Just as you would with email, you can Compose a message to the client/chart owner, which they can read via their Portal login.
All back and forth communication with the client, including notifications of Portal updates (such as when the client updates their insurance or demographic information), will be contained within this client-specific inbox. Only your own messages to/from the client will be visible; all communication between the client and other clinicians in your practice will not be visible.
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
Requesting Online Payments from Clients
To use the payment processing feature, you must first sign up for credit card processing through our partner, Nexio. Learn more about this feature and get started here: https://nex.io/partnerships/icanotesplus-lp/ Requesting payments from clients in ...ICANotes+ FAQs
Overview This knowledge base article comprises frequently asked questions (FAQs) regarding the diverse features offered within ICANotes+. Connecting to ICANotes+ Question 1: If I can't find a button to proceed in any of the steps, what should I do? ...ICANotes+ Updates
What's New? Recent enhancements to ICANotes+ are described below. Visit our searchable Knowledge Base for more detailed guides. Can't find what you're looking for? Please call Customer Support at 443-203-5857 or submit a ticket and someone will be in ...Sending SMS/Text Appointment Reminders to Clients
Overview ICANotes+ enables you to send reminders to your clients about their scheduled appointments via text messages to their mobile phones. This feature helps reduce no-shows and enhances client engagement with your practice. Once a reminder is ...Sending Appointment Reminder Emails to Clients
Overview ICANotes+ allows you to send appointment reminders to your clients via email. You can notify clients when you schedule an appointment and send additional reminders as the appointment approaches. For example, you might want to send the first ...