In ICANotes+ it's easy to upload intake documentation - such as a Good Faith Estimate - to send to clients via the Client Portal. We are including in this guide a sample Good Faith Estimate file [pdf] which you can utilize within your own ICANotes+ account. Click here to download our fillable Good Faith Estimate PDF. Administrators/Account Owners can follow the steps outlined below to upload a Good Faith Estimate to their account. 

Start by navigating to Settings. 

Click into the Practice Forms tab to access Forms, then click in the Form Type dropdown. 

Click I want to... then select Upload a Form from the menu. Click Add. 

You'll see the Upload Form window appear, advising on what file formats are acceptable for upload. 

Upload files from your computer to the chart. Acceptable file formats are: PDF, JPG, PNG, GIF, DOC, DOCX, XLS, XLSX, TXT and HL7. You may upload multiple files at a time, but each file may not exceed 20MB. 

Click Select Files and when prompted, select the Good Faith Estimate form from your computer. If you've downloaded the provided Good Faith Estimate sample provided by ICANotes+, check your Downloads folder, or whichever folder your browser saves downloaded files to. 

Example: uploading a Good Faith Estimate PDF form:

Set the Document Details for the chosen file, including a Short Title and Description. The Short Title is the title you will see when selecting the form to send to your clients. 

With all files selected and Document Details set, click Upload.

You'll see a pop-up notification at the bottom of your screen confirming Form uploaded

You can add the Good Faith Estimate to a new or existing Package (click here for our guide on that workflow). 

To send the form/Package to your client, navigate to their chart and click into the Communications tab. If the client has not yet been activated for the Client Portal, you can follow the steps outlined in this guide to do so. 

All documents sent to the Client Portal will be itemized in the Documents section. 

To send the client new documentation, such as a form or Package, click the paper airplane icon. 

In the Send Documentation prompt you can select from among your Assessments, Forms, Default Forms and Packages, then click to Send Selected. 

The client will receive an email notification that their provider has sent them a new form/package to complete, and will be able to view all sent documents from the My Documents section of the portal:

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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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.