What information carries forward from note to note?
The following information will carry forward from note to note in ICANotes+.
As a general rule of thumb, look to the bottom of each note type to view the Key designating how color-coded fields behave within notes:
Yellow = Specific to this note (does not carry forward)
Red = For all notes (shared field across all notes)
Blue = Carries forward to next note
If a second Complete Evaluation is done on a patient, all information from Medical History will carry forward by default from the first Complete Evaluation. The clinician can always delete old information or create an addendum to update a specific history field.
Progress notes and SOAP notes will carry the Medical History and Health Concerns and Risk Factors (The provider can find them in the PN, part 2).
Couples/Family Therapy notes will carry Health Concerns and Risk Factors only.
Clinicians also have the option to include Health Concerns and Risks Factors, Medical History, Diagnosis and Service Code(s) to show on their notes by clicking on the radio buttons at the bottom of their respective fields.
Users also have the option to change the default settings for these fields in Personal Preferences under the Note Settings tab.
When a box is checked here, this will default the field to Yes in your notes and will include the information in your compiled notes.
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
*********************************
Related Articles
Practice Note Settings
This guide covers the workflow for practice owners customizing note settings at the group level in ICANotes. From the left-hand navigation menu, go to Settings Click into the Note Settings section. Here you can modify Note Settings, Note Headings, ...How to Copy Note Contents
Overview This article provides step-by-step instructions on how to copy and paste content from a compiled note in ICANotes+. Copying and Pasting Note Content You can copy content from any of the following note types after compiling them: Quick Note ...How to Delete a Note
Overview ICANotes+ allows you to delete the notes that you have created for the clients. You must access client's Work Area to delete the note. Deleting a Note When you create any new note, the Delete this note option appears in the top right corner ...Part-Time Clinician Note Limit
ICANotes+ offers a part-time clinician monthly subscription. This subscription limits the number of notes created during a billing cycle to 60 notes. Each billing cycle is one month and begins on your monthly billing date. For example, if you are ...Add a Custom Note to Invoices
Administrators with access to Settings can set up a custom note for all practice invoices. Navigate to Settings > Revenue Cycle Management > Customize Invoices Click Create Invoice Note Type the text you wish to appear on each invoice generated. When ...