Client Portal
How to Activate the Client Portal
Overview This knowledge base article outlines the steps to activate portal access for your clients. When creating a client's chart, you can record their email address and other necessary details. Once these details are entered, you can activate ...
How to Message your Clients from ICANotes+
Overview This guide depicts the steps to send messages to the clients. Sending Messages to Clients From the client chart face click on the communications tab and you will see the messaging tab in the middle of the page. Within the Messaging section, ...
How to Create an Intake Package for Clients
This Knowledge Base article will guide ICANotes practice owners through the workflow of creating Form and Assessment Packages. Navigate to Settings In Practice Forms, expand the Form & Assessment Package section Click to Create Package In the Form & ...
How to Add Related Contact as a Chart Owner with Portal Access
In ICANotes+ you can activate client portal access for a Related Contact to the client. For example, parental access to child(ren) portal accounts, or a case worker needing access to a client's portal. Locate the client's chart, then click into the ...
Sharing Documents, Notes and Treatment Plans to the Client Portal
Start by locating the chart from the Chart Room or Calendar. You will be able to Share or Share to Sign. Choosing the option to Share will simply share a copy of the document, note or treatment plan to the client's portal for downloading. To request ...
Default Portal Forms Available in ICANotes+
Overview ICANotes+ offers eight default forms you may send to clients individually or as part of a form package. Previews of each available form can be found further down in this article. Before sending a form to the client, you will need to activate ...
How to Resend the Client Portal Invitation
When you send an invitation to your clients to register for the client portal, the link expires after 7 days if they haven't registered. However, ICANotes+ offers the option to resend the invitation to your clients after the original link has ...
Client Portal Patient Experience
Overview The Client Portal allows clients to securely register and access information shared by your practice. This article outlines the registration process and the key features available to clients once they log in to the portal. Clients can access ...
Send the Client a Portal Invitation and Practice Forms During Chart Creation
This article reviews how to send your client a portal invitation as well as practice forms/assessments during the chart creation process. This allows you to quickly create the client chart, invite them to the portal and send them the form/assessments ...
Client Portal Account Balance & Details
Clients with access to the Client Portal (https://myportal.icanotes.com/login) have the ability to view detailed account information directly in their portal account. This knowledge base article provides an overview of the account information ...
Client Portal Payments and Save Card on File
Overview This Knowledge Base guide demonstrates how clients make payments through the portal, including the option to save their payment information for future use. This feature is available for customers who have signed up to use the online payments ...
Requesting Advanced Custom Forms in ICANotes+
Overview ICANotes+ allows practices to request Advanced Custom Forms for the client portal when the built-in template does not meet their specific needs. These forms provide a streamlined experience for both administrators and clients by offering ...
Uploading a Form to the Client Portal
Overview This article demonstrates how practice administrators can upload a fillable PDF form or an information sheet that can be sent to the client portal for download. Step 1: Navigate to the Forms Section Select Settings from the left sidebar. ...
How to Send an Assessment via Client Portal
Overview ICANotes+ provides a range of assessments that can be sent to clients either individually or as part of a package. Before sending an assessment, ensure the client's portal is activated. Prerequisites To learn how to activate the client ...