Calendar
Using In-app Messaging
Overview The In-app Messaging feature allows practice users to send internal messages to other users within the practice. When a new message is received, a notification bubble appears, displaying the number of unread messages. Users can reply to or ...
Calendar Limitations
This Knowledge Base article will outline the system requirements to make use of the Calendar in Plus. ICANotes+ is integrated with a third-party vendor called Healthie. For Mac users: If customer is using an outdated version of OSX (prior to ...
How to Sync Google Calendar with the ICANotes+ Calendar
Overview In ICANotes+, you can sync your google calendar with ICANotes+ calendar. This process is bi-directional meaning that appointments from ICANotes+ are pushed to your personal calendar, and events from your Google Calendar are pulled into your ...
Sending SMS/Text Appointment Reminders to Clients
Overview ICANotes+ enables you to send reminders to your clients about their scheduled appointments via text messages to their mobile phones. This feature helps reduce no-shows and enhances client engagement with your practice. Once a reminder is ...
How to Launch a Telehealth Session from an Appointment
Overview This guide provides step-by-step instructions on how to start a telehealth session for clients in ICANotes+. Step 1: Scheduling a Telehealth Appointment Access the Calendar: From the left sidebar, select the Calendar option. Schedule an ...
How to Create a Note from an Appointment
Overview When scheduling an appointment in the calendar, you have the option to create a note directly from the appointment. This ensures that the note is automatically linked to the appointment, streamlining documentation. This article provides ...
How to Schedule an Appointment for Clients
Overview ICANotes+ allows you to schedule and manage client appointments efficiently. You can create one-time or recurring appointments, modify existing appointments, delete appointments when necessary, and update their statuses. This guide provides ...
How to Resolve Google Calendar Sync Issues with ICANotes+
Overview This Knowledge Base article provides instructions for fixing the Google Calendar sync feature in ICANotes+ when it stops working. If you haven't enabled Google Calendar sync yet, please refer to this article to get started: How to Sync ...
Process for Clients to Submit Appointment Requests (New and Portal Users)
Overview ICANotes+ enables both client portal users and new users who are not yet using the client portal to send appointment requests. Providers will receive a notification whenever a new appointment request is submitted by a client. Providers can ...
Setting Your Availability on the Calendar
Overview Your calendar's availability settings are crucial for facilitating self-service scheduling and providing a clear visual representation of your open times, categorized by location and appointment type. This knowledge base article guides you ...
Navigating Day, Week, and Month Views with Filtering Options in the Calendar
Overview This knowledge base article provides a detailed guide on navigating the Calendar feature in ICANotes+. You will learn how to switch between the different calendar views (Day, Week, and Month) and understand how each view organizes and ...
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 ...
Sending Appointment Reminder Emails to Clients
Overview ICANotes+ allows you to send appointment reminders to your clients via email. You can notify clients when you schedule an appointment and send additional reminders as the appointment approaches. For example, you might want to send the first ...