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ICANotes - Document Types

Configuring Document Types for ICANotes

Therasa Bell avatar
Written by Therasa Bell
Updated over 3 years ago

Add Document Types that correspond to the Category List in ICANotes.

The following list should be added from Settings > Document Types.

  • Assessment Tools

  • Case Management

  • Consents and Legal Forms

  • Continuity of Care

  • Correspondence

  • Current Orders

  • Disability

  • Insurance Information

  • Intake Forms

  • Lab

  • Miscellaneous

  • Patient Records

  • Photos

  • Prescriptions

  1. Click the "+" sign and enter the name of the document type.

  2. Select Save Changes.

  3. Remove any unnecessary Document Types by clicking the trashcan icon.

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