Draft:ICANotes

  1. Home
  2. Wiki

ICANotes is a cloud-based electronic health record (EHR) and practice management software designed for behavioral and mental health professionals. First released in 1998, the platform provides structured documentation templates, billing and scheduling tools, and telehealth and e-prescribing features. Independent reviews highlight its focus on behavioral health workflows and note-taking efficiency, along with a learning curve related to its interface.[1][2]

ICANotes
Developer(s)ICANotes, LLC
Initial release1998
Stable release
Cloud-based; updated monthly
Operating systemWeb-based (cross-platform)
TypeElectronic health record software
LicenseProprietary, subscription-based
Websitewww.icanotes.com

Company

[edit]

ICANotes is developed by ICANotes, LLC, a privately held company founded in 1998 by psychiatrist Ira Richard Morgenstern and his brother Don Morgenstern.[3][4] The company is headquartered in Annapolis, Maryland.[5]

Leadership

[edit]

The founders were Ira Richard Morgenstern, MD and Don Morgenstern.[6] The leadership team includes Jamie Morganstern (CEO), Dave Fencik (Chief Architect), Mark Conrad (Chief Developer), Courtney Kimmel (Partner), Sandy Crowley (Partner), Mark Lindell (Chief Architect – New Products), Dr. October Boyles (Chief Clinical Officer), and Sanjiv Patel (Vice President of Product).[7]

History

[edit]

ICANotes was created by psychiatrist Ira Morgenstern to improve efficiency in behavioral health documentation. Unlike general medical EHRs that emphasized dashboards and free-text entry, ICANotes introduced a chart-centric, menu-driven interface that generates narrative notes quickly with minimal typing. The company reports that over time the system expanded into a full practice management suite with billing, scheduling, telehealth, and compliance features.

Features

[edit]

ICANotes includes templates for assessments, treatment plans, progress notes (including SOAP, DAP, and BIRP formats), group therapy notes, case management, and discharge summaries. The system’s structured menus allow clinicians to build detailed notes in minutes.[1][2]

Other features include:[8]

  • Scheduling with email/SMS reminders
  • Electronic and paper claims, ERA auto-posting, and reporting
  • Patient portal with secure messaging, online intake, and e-signatures
  • Telehealth integration
  • Bundled e-prescribing, including EPCS for controlled substances

Compliance

[edit]

ICANotes is certified under the ONC Health IT Certification Program and is HIPAA-compliant.:contentReference[oaicite:3]{index=3} The U.S. Certified Health IT Product List (CHPL) lists its certification status.[9]

Pricing

[edit]

ICANotes offers role-based subscriptions. Independent reviews report costs ranging from about US$35 to over US$200 per user per month, depending on role and modules.[1][8][2] Prescribers typically pay higher subscription fees than non-prescribers, and add-ons such as telehealth and integrations may increase pricing.[10]

Reception

[edit]

Independent and trade reviews have provided mixed but generally positive evaluations:

  • ChoosingTherapy rated ICANotes 4.5/5 for its documentation speed and customization, though noted interface complexity.[1]
  • Software Advice reported an average rating above 4/5, highlighting efficiency and bundled e-prescribing.[2]
  • Capterra hosts verified reviews citing long-term satisfaction, documentation speed, and customer service.[11]
  • G2 reviews include both positive and critical accounts, with some calling the interface unintuitive.[12]
  • SelectHub profiles ICANotes in comparisons with products like Zoobook and Osmind.[13][14]
  • The Carlat Report compared ICANotes with other EHRs for psychiatrists, highlighting its structured documentation.[15]
  • QA Prep reviewed ICANotes in 2017, noting its menu-driven design and usability challenges.[16]
  • Tame Your Practice listed ICANotes among cloud-based practice-management systems.[17]

Adoption

[edit]

The company reports more than 25,000 users across 4,000 organizations in all 50 U.S. states. Independent review sites and consultants describe it as particularly favored among small psychiatry and behavioral health practices.[18]

See also

[edit]

References

[edit]
  1. ^ a b c d "ICANotes Review 2025: Pros & Cons, Cost, & Who It's For". ChoosingTherapy. 14 March 2025. Retrieved 10 September 2025.
  2. ^ a b c d "ICANotes EHR Software Profile & Reviews". Software Advice. Retrieved 10 September 2025.
  3. ^ "ICANotes – Company Profile". Tracxn. 14 June 2025. Retrieved 10 September 2025.
  4. ^ "ICANotes Company Profile – Management and Employees". Datanyze. Retrieved 10 September 2025.
  5. ^ "ICANotes – Owler Overview". Owler. Retrieved 10 September 2025.
  6. ^ "Our Leadership Team". ICANotes. Retrieved 10 September 2025.
  7. ^ "Our Leadership Team". ICANotes. Retrieved 10 September 2025.
  8. ^ a b "ICANotes EHR Software – Features & Pricing". FindEMR. Retrieved 10 September 2025.
  9. ^ "Certified Health IT Product List (CHPL)". ONC Health IT. U.S. Department of Health and Human Services. Retrieved 10 September 2025.
  10. ^ "The Truth About ICANotes EHR: A Behavioral Health Provider's Review". Yung Sidekick. 2024. Retrieved 10 September 2025.
  11. ^ "ICANotes Reviews 2025". Capterra. Retrieved 10 September 2025.
  12. ^ "ICANotes Reviews". G2. Retrieved 10 September 2025.
  13. ^ "ICANotes vs. Zoobook". SelectHub. 26 May 2025. Retrieved 10 September 2025.
  14. ^ "ICANotes vs. Osmind". SelectHub. 28 July 2025. Retrieved 10 September 2025.
  15. ^ "Which Electronic Health Record Should You Buy? A Review of Three Products". The Carlat Report. 2017. Retrieved 10 September 2025.
  16. ^ "Review of Electronic Health Records and Notes". QA Prep. 30 March 2017. Retrieved 10 September 2025.
  17. ^ "Cloud Practice Management System Reviews". Tame Your Practice. 18 November 2018. Retrieved 10 September 2025.
  18. ^ "Reasons Small Psychiatry Practices Prefer EHRs Like ICANotes". Transcure. 2023. Retrieved 10 September 2025.