Telehealth Back Office
The Telehealth Back Office (or "Waiting Room") permits ICANotes users to manage clients waiting to be seen by their provider, as well as have quick and easy access to additional ICANotes resources including the Patient Portal, Upload Site, Knowledge Base and more. For optimum performance, we strongly encourage the use of Google Chrome to login to the Back Office.
ICANotes users must be enabled for Telehealth in order to login to the Back Office site. In addition, a group rule must be enabled by the Security Administrator. Contact ICANotes Support at ticket@icanotes.com to inquire about enabling the Back Office for your account.
(How to enable Telehealth for a user is included in the FAQ section of this article)
This knowledge base article is broken down into the following categories:
- Logging In
- Using The Back Office
- Back Office Functions
- Waiting Room
- Communicating With Staff
- Frequently Asked Questions
Using The Back Office
This segment will outline each function of the Back office. Additional detail will be given further on in the guide.
On the left-hand side of the Back Office you will see a navigation menu with the following options: a. Back Office - Click to return to the main Back Office view from anywhere in the site. b. Reporting - View data related to client attendance, session duration (date, start/end time), invite type, and if a copay was collected. c. Upload Site - This option will open the Upload Site (https://upload.icanotes.com) within the Back Office window. The site can be minimized for continued use later - without having to navigate to another tab/window. d. Patient Portal - This option will open the administrative user login to the Patient Portal (https://patientonlineportal.com) within the Back Office window. The site can be minimized for continued use later - without having to navigate to another tab/window.e. Help Center - Access the Feature Tour, our robust Knowledge Base, and Video Tutorials. (The Knowledge Base and Video Tutorials are also available at https://www.icanotes.com/support/)
f. Tools - Click to access an internal Speed Test to check your current internet connection, or Webcam Check to test your current webcam settings.
g. Settings - Send a Patient QuickVite, get the Waitroom External Join codes which provides you with a link to access the Telehelath virtual waiting room from your practice website, or Logout of the Back office.
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