Portal Intake Form Instructions (Premium Portal Only)

Portal Intake Form Instructions (Premium Portal Only)

ICANotes customers utilizing the Premium Patient Portal can receive profile and patient history information from their clients, and include it directly into a Complete Evaluation or Pre Admission Assessment. For more information about the premium patient portal service, please refer to our website and order form, or contact Sales.   

Portal Intake Form Instructions

1.  Your patient can access the Patient History form from the Patient Portal – Profile tab.

Screenshot for Portal Intake Form Instructions (Premium Portal Only)

2.  The patient should start on the History of Present Illness tab by filling in all applicable areas. 

3.  Once they reach the bottom of the report, select Screenshot for Portal Intake Form Instructions (Premium Portal Only) to save progress or click Screenshot for Portal Intake Form Instructions (Premium Portal Only) to go to the next tab. The Screenshot for Portal Intake Form Instructions (Premium Portal Only) button will bring the patient back to the previous tab.

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