Subscribing Before Your Trial Expires

Step 1: Access the Subscription Page

• From the Chart Room or Dashboard, click the Subscribe Now link in the purple banner.
  

Step 2: Review Users

• On the Subscription Screen, check your Active and Inactive users.
  

Step 3: Edit User Details (If Needed)

• Click the Edit button to update user information:
  • First and Last Name
  • Email Address (Used for login and password resets)
  • Mobile Phone Number (Required for 2-step verification via SMS, if enabled)
  • Subscription Plan (Determines monthly fee per user)
  • Role (Administrators can manage practice settings)
  • Discipline (Choose from options like Activity Therapist, PT, OT, PCP)
  • Telehealth Service (Optional, adds $10 per user per month)
• Click Save after making updates.
  

Step 4: Enter Billing Address

• Click Same as Practice Address to autofill or manually enter the billing details.
• Note: Ensure that the State and Zip Code combination is correct to avoid errors.
  

Step 5: Continue to Payment

• Click Continue to Payment to proceed.
• Troubleshooting:
  • If the button isn’t visible, Zoom Out in your browser.
  • If unresponsive, check your Practice Address in Settings.
  • If outside the U.S., temporarily use a valid U.S. address (can be updated later).
    

Step 6: Review Subscription and Enter Payment Details

• On the Subscription Summary page:
  • Confirm subscription details.
  • Ensure the payment address matches the one linked to your payment method.
  • Double-check card details (card number, expiration date, CVV).
    

Step 7: Complete Subscription

• Click Subscribe to finalize the process.
  

Subscribing After Your Trial Expires

If your trial has expired, follow these steps:

Step 1: Log in to Your Expired Trial Account

• Visit https://app.icanotes.com and sign in.
  

Step 2: Follow the Subscription Prompt

• Upon logging in, you’ll see a subscription prompt.

Step 3: Review and Edit Users (If Needed)

• Check Active and Inactive users.
• Click Edit to update details.
  

Step 4: Proceed with Payment

• Follow Steps 4-7 from the "Subscribing Before Your Trial Expires" section.
  

FAQs 

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

Click here for quick access to the FAQs.