Practice Note Settings
Overview
Navigate to Note Settings
From the left-hand navigation menu, go to Settings
Click into the Note Settings section. Here you can modify Note Settings, Note Headings, Note Appearance, and Chief Complaint.
Configure Note Settings
Customize the types of notes regularly used in your practice.
To set your default note type, click into the Default Note dropdown and make a selection.
Individually manage whether each note type is active or disabled using the checkboxes located next to the Status of each note type.
To enable a specific note type again, check the Status checkbox.
Configure Note Headings
Customize note headings for active note types in your practice.
Customize the heading for each of your enabled note types by first making a selection in the Note Type dropdown, then typing the new heading in the Custom Heading field.
Click Save to commit your changes.
Example: Setting a custom heading for the Complete Evaluation note to "Initial Evaluation"
In the section below, your custom note headings will be listed. To remove a custom heading and return the note to its default title, click the trash can icon to the right of the Custom Heading.
You can now use the default title for that particular note, or assign a new custom heading to it.
View Note Appearance
Create a standard format for your notes for a consistent appearance.
You have full control over the formatting for completed notes, including heading, sub-heading, and paragraph styling options.
Use each dropdown field to set the font, size, alignment, and capitalization styling. As you make your selections, the preview window will display how your notes will appear in ICANotes.
When finished, click Save to commit your changes. All new and existing notes will adhere to the style format set in Note Appearance.
Watch the Video
Click here to watch a video on configuring note settings.
Click here to watch a video on configuring note headings.
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
Calendar Settings
Overview This article demonstrates how to set up calendar settings in ICANotes+. Personal Calendar Settings Set your time zone and calendar sync settings in Personal Preferences. Click the arrow next to your name to open Personal Preferences and then ...Grant User Access to Practice Settings
Overview This Knowledge Base article provides comprehensive guidance on assigning user access to the practice settings within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access ...How to Configure Practice Details
Overview This knowledge base article guides on configuring practice information. Configure Practice Information Click Settings to navigate to Practice Information. General Information In General Information you can set your Practice name and type, ...How to Set Up Practice Service Codes
Overview Only users with the role of Administrator have access to set up the Practice's Service Codes Short List. Once a practice administrator sets up the Service Code Short List for the practice, individual users must set up their billing rates in ...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 ...