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In this episode, I conduct a comprehensive evaluation of ICANotes, a legacy electronic health record system updated for modern clinical practice. I evaluate the software specifically through the lens of a psychological testing and assessment practice, analyzing its onboarding experience, calendar flexibility, client portal capabilities, and custom billing settings. Throughout the review, I examine core functionalities such as automated appointment reminders, custom fee and modifier rules, CPT code shortlist management, and the integrated AI scribe. I also discuss the user interface aesthetics, administrative task management features, note compilation workflows, and overall subscription pricing to determine whether ICANotes meets the operational demands of testing practitioners.
Key Topics Covered
- 00:06: Introduction to ICANotes and overview of available 24/7 customer support options.
- 05:42: Practice setup configuration, uploading letterhead images, and importing patient demographics.
- 10:12: Managing calendar settings, custom appointment types, duration settings, and clinician availability.
- 16:54: Building a DSM-5 and ICD-10 diagnostic shortlist alongside active CPT service codes.
- 21:00: Examining revenue cycle management, setting billing rates, and implementing payer override rules.
- 31:26: Reviewing the Chart Room visual interface and filing cabinet graphical navigation.
- 38:07: Navigating clinical note templates, diagnosis assignment, AI Scribe, and electronic signatures.
- 51:00: Breakdown of ICANNotes subscription pricing, functional limitations, and final clinical verdict.
Cool Things Mentioned
- Craft: the premier membership community for testing psychologists
- Crafted Practice: the only in-person business retreat for testing psychologists
- Reverb: the premier AI-powered report-writing platform for testing psychologists
Featured Resources
TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing
NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist
The Testing Psychologist podcast is approved for CEU’s!
I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!
About Dr. Jeremy Sharp
I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.
As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.
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