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Getting Started Checklist
Request a Connectivity Assessment to ensure your internet connectivity has sufficient bandwidth for optimal use of ICANotes: Call 443-569-8778 or email your request to ticket@icanotes.com
Create a Connection Icon on each device you intend to use by following these instructions: http://icanotes.com/content/install-icanotes
Send us your patient demographic data file for import into your account by following these instructions: http://icanotes.com/content/how-do-i-import-patient-demographics
Select and contract with a clearinghouse and initiate enrollment (only if you are billing electronically)
Schedule training for your staff. Call 443-569-4415 or use this online scheduling page on our website: http://icanotes.com/content/schedule-demotraining
If you have any trouble with any of these steps, call our Support Team at 443-569-8778 (between 8 am and 9 pm Eastern time, Monday through Friday) or access our searchable Knowledge Base
Have your group administrator configure your organization’s group settings: Instructions
Have each user configure their individual settings in Settings+Directories: Instructions
Use the ICANotes Upload Site or purchase a Kno2 account to upload existing charts and paper documents into ICANotes (this can alternately be done as patients are seen)
After your clearinghouse has provided your account information to ICANotes, submit a test batch of claims (only if you are billing electronically): Instructions
If you are e-prescribing controlled substances, complete the activation process: Instructions
You are now ready to go live and begin charting
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