Dr. Jeremy Sharp (01:21)
Hey folks, this is Jeremy once again. Glad to be here with you on the Testing Psychologist Podcast.
Hey folks, this is Jeremy once again with you here on the Testing Psychologist Podcast. I’ve got another EHR review for you today. I am reviewing an EHR called Iconotes, I think is how you say it. ICA Notes. Iconotes.com.
So this is a legacy EHR that has been around for a long time. It’s one of the kind of OG EHRs, lesser known, certainly, but this is an EHR that is built for both prescribers and non-prescribers.
It’s got a lot of flexibility, a lot of customization, tucked into a somewhat dated user interface, I think. But there’s a lot to look at in this review. And you know, as always, I go through it with the
fresh perspective of a new user who runs a testing practice, just trying to gauge how appropriate this EHR might be for my practice and for others like it.
So let’s jump to my full review of Iconotes. Like with all these EHR reviews, I encourage you to go to the YouTube channel so you can see the video accompaniment. I do my best to be descriptive and show you or tell you what I am seeing on the screen. But if you’re listening, you might miss out on a lot of the nuances.
So check this one out when you have a chance to to sit down and look at the YouTube channel. And I especially want you to do that this time, if only so that you can take in this user interface for yourself because it it really does stand out from some of the other EHRs that I’ve reviewed. So again, let’s go ahead and get to my full review of Iconotes.
Dr. Jeremy Sharp (03:12)
Hey folks, welcome back. I am here with another EHR review. Really been enjoying doing these EHR reviews over the past few months. There are a lot that are coming to market and a lot that are trying to use AI. The one that I’m reviewing today is a legacy EHR that has been updated for the modern age, so to speak. So you may have heard of
ICAN notes before, I think that’s how you say it. ICANNotes, it’s Ica notes.com. So that’s what I’m looking at today. we’re going to walk through basic first impressions of the EHR. I’m gonna talk about the appropriateness for a testing practice right out of the gate, and just generally review the EHR through the eyes of a brand new user, looking at user friendliness, user experience, price.
Customer support, that kind of thing. So let’s dive in to this review of Iconodes. So as you can see, here’s the login screen. I’m gonna go ahead and get my password in here. Now, before I log in, I like, and you can see here, that there are buttons down at the bottom for chatting with customer support, the training and support center, and submitting a ticket. And then it also
Make sure you know that the support team is available 24-7. you can chat with support or call support at the phone number. So I have not tested this, but this bodes well. I think customer support is really important with an EHR, and you need to be able to get a hold of someone quickly. And the fact that they have chat and a phone number is encouraging to me. Now, what I did not show here on camera is actually signing up for the EHR. that was really easy. They do offer a free trial.
No credit card required. And when you sign up, it asks you a few onboarding questions. It asks you what kind of practitioner you are, prescriber or non-prescriber. it asks how many pr practitioners are in your practice. And let’s see, that might be it. There was one other question that I can’t remember right now, but there are basically three questions just to help get the EHR set up for you. And then it brings you to the login screen.
So let’s jump in here and get off to the races. Of course. They’re going to ask me to do two-step verification. All right, I’m gonna set this up and then come back.
All right, folks, we are back. I have set up two-factor authentication, which is ubiquitous these days for security’s sake. So this is exactly what I saw right after I set that up. And this is interesting. This is a first, I think, in all the EHRs that I’ve reviewed. It asks you if you want to enable browser notifications to send real-time updates like messages and tasks and billing and so forth. you know, people feel differently about notifications, but if this is something that you want, you can turn that on.
And I I kinda like that, to be honest. Okay. So here we are. This is the home screen, so to speak, or the dashboard, which we’ve got right here. got a few tabs. I mean, right off the bat, just you know, aesthetics are subjective, of course, but my reaction to this is it look it looks a little dated, to be honest, but I’m not gonna I’m not gonna write this off quite yet.
So the reason I say that is the color scheme is a little wild. You know, it’s got bright purple, green, orange, blue, and you know, the font and the design of some of the elements here on the dashboard just look, like I said, a little a little dated. so that’s okay. We’ll we’ll work through this. Aesthetics is not everything.
Alright, so I’m just gonna start exploring here. Now, as you’ll note right off the bat, there was no onboarding wizard or anything like that that helped me set up my account, aside from asking those couple questions at the beginning. So I gotta try to figure out how to how to set up an account. I am going to go to settings. Okay, here we go. So that was relatively easy. so settings brings us into
Kind of a, you know, a two-way matrix. It’s got general information, other locations, letterhead, patient demographics, custom fields down the left side, and then it’s got practice info, calendar settings, client portal, practice settings. And that’s interesting. That feels like kind of a duplicate of practice information, data requirements, all kinds of other things here across the the top.
Now again, just aesthetically, I don’t love that this doesn’t all fit on one screen. So I have to scroll to the right to see all the tabs on the on the top of the the window. So anyway, there is you know some information here that you can put in for your practice. So I’m just putting in the address. You can see my text expander being shown off here.
Let’s see. I’m gonna go ahead and put in some NPI information and yeah, see okay. For some reason it’s not letting me save this information. Why is that?
The pay-to-address must be different than the practice address. I have no idea why that might be the case. So I’m just gonna go ahead and save that. okay, so I don’t know, strike one. That isn’t immediately clear why the pay to address has to be different than the practice address or why it would ask you to enter it if it isn’t different. let’s go. Other sites. Okay, this is where you can set up different locations.
You can upload your letterhead. looks like you can change your letterhead. let me see if I can easily upload an image file. I don’t know if I have a letterhead file anywhere in here, but sure, why not? Here we go. Let’s see what that does. okay, Interesting.
So for those who are listening, I did just upload the image that is my letterhead and it just sort of tacked it on to the bottom of the existing letterhead. I know this isn’t the most important thing in the world for for those of you out there, but I’m gonna go ahead and save this and just see see what it looks like. Okay. that’s okay. All right.
Import patient demographics from another EHR. All right. So it gives you a template file to download and helps you format your incoming patient data. So you would export your patient data from another EHR and presumably format it into this template and then you upload it, which looks relatively easy. says we’ll complete the the import and we’ll email you when it’s ready. Please allow five to ten business days. that is relatively standard from what I know.
All right, client demographic fields, you can create custom fields. this could be cool. We’re gonna we’re gonna wait and see what client demographic fields they offer by default and then go from there. All right, so that’s the practice information tab. Let’s go to calendar settings. All right, so it gives you a lot of options for email appointment notifications, email appointment reminders. Okay, so there’s an initial
Scheduling notification, then you get to do reminders. you can customize the text or the email that goes out. let’s see, there’s an option for template enabled. I’m not sure what that does right off the bat, but yeah, presumably you can you can create templates for appointment reminders. I like that you can select your own text and put in links and whatnot to this email. So customizable appointment.
Email notifications and reminders. All right. You can set the timing for the reminders, which I also really like. You set it in hours. So presumably, and you have two reminder spots. So presumably you could say like 96 hours for four days ahead of time and 24 hours. yeah, I like that as well. And again you can define those email templates.
Co-payment settings. You can enable or disable the co-payment button to be visible once a client is checked in. That sounds good. We’re gonna leave that checked. you can do text reminders, it looks like. That sounds good. you have to subscribe or connect with them at sales. Okay, so we’ll figure out maybe how to do that. But
Okay, so appointment types. This is interesting. So the two default appointments are established client and new client. And it gives you some options around whether duration and can clients book on their own, whether it’s a group. All right, so I’m gonna add an appointment type. let’s just call this a diagnostic interview.
I’m gonna be a little more descriptive. Evaluation, diagnostic, interview. This is gonna be 120 minutes. let’s see. The only options for settings are self-scheduling and group appointment. Self-scheduling, new client.
You can specify whether it’s self-scheduling for a new client or returning client. I wonder if I take off the setting for self-scheduling, it’ll let me it’ll let me do this. then it asks you to specify contact type, like in-person phone call or telehealth. we’re just gonna call this telehealth because that’s usually what we do in our practice. And then small feature, but you can choose the color of that appointment. So you can you can specify the appointment color. Okay, great.
So that allowed us to create a diagnostic interview. It’s 120 minutes. I would love some kind of feature where we automatically assign the CPT code, but can’t have everything, I guess, in this EHR. And it specifies the client cannot book this in person. All right, so that looks good. I am going to go ahead and add add the testing codes. So I’ll say test administration.
First thirty minutes. Specify that. Alright. we’re not gonna do self-scheduling. This is in person, and I’m gonna make this a very pretty sky blue color. I’m gonna go ahead and add
Thinking time and feedback first hour. This will be 60 minutes. Again, telehealth. And I’m gonna give this a pink color. Alright, so we’ll see if we have to come back and create more appointment types. All right, default calendar setup. You can choose your practice working days.
I’m not working on Sunday or Saturday, and then you can specify your hours as well. It doesn’t look like you can specify days and hours. Yeah, it doesn’t look like you can set different hours for different days, but I could be wrong. Now I am not gonna be working at 6 a.m. Let’s call this 9 a.m to 3 p.m because that’s my summer schedule all right we’ve got our got our schedule okay availability management
Okay, so you can add one-time availability, recurring availability, or block availability. Yeah, I actually like the flexibility here. let’s see, recurring availability. So I’m gonna say in this is for intakes. And so I’m gonna create an availability just for intakes, choose my location, choose my clinician. I only do intakes on Mondays from let’s call it.
Ten two?
Okay. Let’s see. There we go. All right, 10 to 2. yeah, contact type. We’ll call it telehealth. It is an individual appointment. and then you can assign the type of appointment that we just created. Okay, so I’m gonna save that availability. I actually really like that. So this is kind of the solution for creating
Well, recurring availability. So in other EHRs, you might do like a blocked time or like a scheduled event that that you can fill in. So you can also block your availability as well. Then there’s a setting for allow client booking. Do you want to share your availability? quick share via scheduling link, require clients to confirm your appointments. My gosh.
I may just be remembering wrong, but this is also the first EHR that I found that has this feature. this is particularly relevant for us right now because we have a high Medicaid population and they no show frequently. So this is a great feature. I d I’ll try to find some way to test it to know exactly what it looks like, but I love that you can toggle this on and require clients to confirm the appointments in order to keep them scheduled.
All right. Great. And then there are lots of other settings. You know, prevent same day appointments, do an appointment buffer. I mean, I’ll I’ll do 15 minutes, intervals. that sounds good. You could set it every 20 minutes, 30 minutes, 60 minutes, minimum time in advance. Yeah, I definitely don’t want appointments showing up with less than 48 hours.
And maximum days in advance. So these are pretty robust self-scheduling features. I actually really like this. All right, moving on to the client portal tab. Lots of features in the client portal. Clients can manage their info. They can view their upcoming appointments, view their messages, view their documents, card on file. Ooh, allows them to view and manage their save payment cards.
Really like that. You can toggle that on or off. Allow clients to pay through the portal. Yeah, view their balance. This is good. Looks like you can customize the portal invitation email. You can customize the email that goes out with forms that you’re sending or a form package versus a single form. There’s a message notification email template. All right.
Lots of flexibility here, y’all. This is, yeah, this is relatively cool. All right. now here in practice settings there’s a diagnosis shortlist. So let’s see what pops up here.
Okay, so I’m just searching for some diagnostic codes to see if they are present. ADHD does not look like ADHD is present. So we would have to add that. So let’s let’s see what we have to do. gosh. ICD 10 diagnosis lookup.
I’m just gonna type in attention. And then I’m actually gonna go DSM five. It allows you to pick between DSM five and I C D 10.
This is not popping. there we go. Okay, I just had to type again. Let’s see, we’re gonna do ADHD combined type. I’m gonna add that. Okay, so that’s relatively easy. yeah, I’m just typing in, you know, autism spectrum. Looks like we have to add that as well, but it is pretty easy. You can just type in a short description of the diagnosis you’re looking for, and and then it will
Search for that in the ICD ten or DSM five and allow you to
All right, fantastic. you can also delete any any codes that you don’t tend to work with. it provides you a short list. So you could put in your most common diagnoses. For some reason, it defaults to major depression, schizoaffective disorder, and generalized anxiety. I could see a couple of those, but I don’t know that schizoaffective is one of the ones that I would put in my short list necessarily. All right, service code short list. All right, you know what we’re doing here, y’all.
So it auto-populates with the therapy codes, of course. we’re gonna do yep, nine six one three six, testing admin, first thirty minutes, add to list nine six one three seven, testing admin, additional thirty minutes, just doing this quickly, y’all. Nine six one three two.
Thinking and feedback first hour.
Assistant nine six one three three thinking and feedback additional
Okay, cool. That was pretty easy. So then you know you can choose whether these codes are active. I’m gonna turn all these therapy codes off. and whether they are billable. You can also do whether they are self-pay or not. It goes to default. I’m not sure what default is, but okay. If you unclick that, it says always self-pay. so this is this is actually another really nice setting, depending on your your your practice setup, because you know, we do have services that aren’t
CPT codes per se, or there are CPT codes that are not reimbursed by insurance or not included on an insurance fee schedule. so you could theoretically put those here and set them to be always self pay. That’s that’s great. You know, I’m actually I’m pleasantly surprised by some of this so far. there’s a lot of flexibility. Okay, data requirements. for clinical notes, configure required fields. Okay.
So you can toggle on or off diagnosis code, service code, time spent. We need all of these and linked appointment. Not sure exactly what that means, but we’re gonna toggle all those. All right, revenue cycle management. We’re on this client payments tab. Again, you’ve got toggles. So control how client payments are applied when received through different entry points.
All right, so you can choose whether payments are automatically applied or recorded as unapplied. Okay, that’s interesting. okay, so you have some flexibility there. Clinical billing rates. Okay. Okay, so this is curious. for clinical billing rates, this is where you put your well, your rates. and it’s by CPT code, but
It looks like it doesn’t carry over to it doesn’t carry over from the CPT codes that I added in the previous screen, which I don’t love. I don’t love that. So
I wish that that was not the case. So now so yeah, I have to add
let’s see here. Well, I take that back. Okay, so when you go to add a new billing rate, it does give you a dropdown of the codes that you previously entered, and it does allow does allow you to put automatic modifiers.
When you add the code or when you add the rate, which is which is great. So okay, again, pleasantly surprised. So this is presumably going to be a really easy way to do the modifier or sorry the the add-on codes that can be tough in some of the other EHRs like I’ve I’ve mentioned before. So I’m just walking through and putting in all of those testing codes that I just entered, but I’m choosing them from a drop-down.
So it’s actually pretty easy. Now you might say, okay, this is kind of like duplication of effort. I wish, you know, in a perfect world that you would just enter the procedure code or the CPT code and the billing rate all in the same screen. So that’s how it works on certainly therapy notes and maybe some of the other EHRs, but this was probably the next best option.
Let’s see. Under this tab, you can also create your invoice notes, notes that you send to people. You can do payer rules. So this looks like essentially like billing overrides. So we don’t have any payers set up. but you can, yeah, you can tweak the settings. It basically has you choose like the insurance payer, the rendering provider, the service location, and then you choose an action.
So you can say, like, include let’s see, let’s see if I can do a modifier automatically.
Let’s see. I am just kind of scrolling through the the list here. Claim information. I’m not sure this doesn’t, yeah, I’m not seeing it immediately. How to add an automatic my modifier, but I might also be doing this wrong.
So, the short story, though, is that this is somewhat customizable. You can do like billing overrides, so to speak, for specific payers. Like if a payer, you know, wants you to include the rendering provider, but not the supervisor, or vice versa. And then, of course, there are a bunch of settings for your billing statements. You can choose the fields, you can choose the payment options, etc. All right. Practice forms, definitely want to see this.
So it gives you the option you can upload your forms or you can create a template, which is cool. let’s see.
Alright, yeah, you can add your forms. And right now it doesn’t come populated with any forms. Some EHRs do. This one does not. Form an assessment package, so you can create packages of forms as well where you bundle two or more forms together, and then you can you can call that a package, which is nice. All right, note settings.
Set the default note type. Okay, so it comes pre-populated with different different types of notes. and it gives you the fields that are included, and you can choose which ones you want to be included on that note. Now, you know, typically this is pretty common. There is no testing and evaluation note, and let’s see,
So this is choosing a default note. I do not see an option to create a custom note anywhere. So this is something that we would want to figure out. So would this be a progress note? yeah, tough call. you can go in, yeah, and customize the heading on the note. Seems like an interesting thing to be able to customize.
So this is almost like the formatting, like the font and size of the note headings and that kind thing. And then you can specify the chief complaint fields to add. So okay, I would like the note settings to be a little more robust, yeah, and have an option to create a custom note template. That would be great here. All right, account management.
Okay, so you can invite users. This just shows all of your all of your users. Caseload security and chart access. Customize. Okay, so this is interesting. You can specify whether different users get all access or clinical team charts or clinicians charts only. Okay, great. And then you can also manage the clinical team by the client. So you can assign different practitioners to different clients. All right, I’m gonna
Scroll through here one more time and just see.
If there’s any place to create a custom note, I would really like to be able to do that. and doesn’t look like there is obviously a way to do that. service code shortlist, payer settings, modifier, programs, practice logs. Okay, so there’s an audit log. It’s kind of buried in practice settings.
Intake settings. Ooh, it looks like there are some workflows. Okay. Roles and permissions. Okay, so you can set different roles and decide what each of those roles is able to do within the software. there’s a lab section, so this is built for prescribers. there’s a groups section. If you run groups, that could be cool. there’s a chart flag section. I’m not sure what that might be.
Okay, so yes, unfortunately, I do not see any way to create a custom note. yes. All right. So I think we’re good. We went through all the settings. a lot of flexibility, a lot of customization that’s available for you here. again, albeit in a pretty dated user interface, but a lot of flexibility. All right, so where do I go next?
About go next. I’m gonna go up here. Okay, there’s a personal preferences. Okay, interesting. So you can put your this is where you enter your personal information. I am a psychologist.
Save that. Security: that’s your password, note settings.
Again, looking for some custom notes, but I’m not seeing that. You can do your personal calendar settings, availability, calendar setup, calendar sync. Okay, so this is in a different settings section, but you can sync your calendar with Google Calendar only, looks like the only option. So good to know that. There is it’s kind of duplicating some other settings. So now we’re in revenue cycle management.
Billing, billing codes, that kind of thing. telehealth. So you can enable telehealth. let’s see. You can do telehealth during the trial period, and after that, it’s $20 per month. test service, e-prescribing and e-labs, those are not relevant. All right. Okay, so I think we can go back to the dashboard. Here we are.
Dr. Jeremy Sharp (33:39)
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Dr. Jeremy Sharp (34:44)
Next, I think I want to create a new client. So let’s take a look at chart room. gosh. man. for those of you who are listening, this interface just keeps looking like I don’t know, a a computer game from 1998. yeah, that’s the best way I can describe it. I don’t even know how to really describe what I’m looking at, so definitely go check out the YouTube video.
if you aren’t already. gosh. Y’all, okay, I have to give this a shot. So this is the chart room section. It’s a link on the on the navigation on the left. So I click into the chart room and it is you know a literal picture of two metal filing cabinets side by side. They’re actually like cartoon. They’re illustrated, not an actual picture. So illustrated
File cabinets side by side with you know A through C, D through F, G through J, etc. And when you click on a drawer, it’s an animated drawer opening with animated files inside. gosh, of all the ways to spend money and developer time, this sounds like one of the worst, I’ll just be honest. okay. So I’m gonna click new chart. presumably.
This is gonna let me create a new client. I’m gonna create a new client here. Jonathan Doe. This person is. Let’s say, let’s say this person is. Okay, I don’t like that. so you have to type in the birth date with the slashes exactly in the right place. All right. So you can choose sex and gender. There are lots of options under gender, which I like.
You choose the clinician and you choose the clinical team, and then you create the chart. So a little bit of medical language here. you know, as far as like charts. and then once you create the chart, we find ourselves in yet another poorly animated interface where it has the chart face, which is kind of a summary, demographics, you know, this is where you enter address and
you know, other demographic features, most recent notes, documents, where you can upload documents. I mean, which is cool. Communications, this will this is where you can check out any portal messages and contact or, you know, releases of information like people that they have given you permission to contact. And then there’s a treatment plan tab as well. So yeah again we are looking at a tabbed illustrated
mock file folder. I’ll be honest, y’all. I mean this is almost enough to make me end the review right now. This is this is terrible. yeah. So there’s a place on the chart face, the front, the summary to to see the assessments they’ve completed. You can assign, looks like different assessments.
And it’ll show that on the chart. So let’s see, what else? You can do progress notes, case management notes, quick notes, clinical messages, that kind thing. All right. So I am gonna get out of here as soon as possible and go back to the calendar. Let’s see what the calendar looks like. Okay, so you can pick between day, week, and month.
Which is good. You can toggle the you know the calendar back and forth, of course. You can looks like check out your pending appointment requests, which could be good. Let’s see, what else? You can filter the appointments by clinician appointment type, all kinds of other things. So this is actually like a reasonable user interface. So where are we? We are on Thursday. I’m gonna say
That I had an appointment yesterday for Jonathan. And this was an evaluation interview. Started at nine o’clock. It’s not a recurring appointment. And I’m gonna save this appointment. Great. That creates the appointment. I’m gonna go ahead and create the testing appointments as well yesterday and see if it’ll automatically.
Give me a reminder to do the note and all that stuff. so testing appointment, we’re gonna do four hours and save that appointment.
What’s going on here? It’s not letting me save the appointment. Okay, there we go. And
this is interesting. I hmm I appreciate this, but yeah, it it it okay. Yeah, it cuts me off at three o’clock.
Yeah, and won’t let me schedule. Can I ooh, I actually don’t like this. So this is a mixed bag. The calendar is showing me that basically just my working hours. Everything else is blacked out. So in this case, in this case, it won’t let me book an appointment past three o’clock. And I can’t like override it anyhow. I have to go back into the preferences and the settings and change my work schedule to
Open this up. So what I had to do was shorten the testing appointment to free up an hour at the end of the day to to do this appointment. So I will do that. I’m going to schedule this feedback appointment. Okay, here we are. So we’ve got our appointments. That was relatively easy, I think, aside from the the scheduling issue. All right, so when you click on an appointment.
This is one of those EHRs that makes you confirm that the client arrived. So I’m going to go ahead and do that. I’m going to confirm all these appointments and then see what happens after that. So this is one of those places where yeah, you really get to see what how the EHR handles the workflow of writing notes and submitting the billing.
Let’s see. So I do have notifications that I scheduled an appointment.
Let’s see. I don’t have notifications necessarily.
that I need to write the note for these appointments. So
Let’s see, it’s telling me to click on chart room. Don’t want to do that.
Okay, for some reason, it’s like taking me through this tutorial. Did I accidentally click something? Okay, so I am trying to find. gosh. I’m not sure what’s happening here, y’all. All of a sudden, a tutorial or a tour has has kicked off here with some confetti and a nice pop-up window. I’m not gonna go through that. So.
I’m going back to the dashboard, looking through my work lists and maybe if I click on all notes.
Okay. this is hmm.
Yeah, I’m not totally sure. This is maybe I should maybe I should do that that tour after all. But yeah. Not seeing immediately like any kind of reminder to do the note for for those appointments that I just scheduled. So I’m gonna go back, click on the appointment, and then maybe you have to go into each confirmed appointment and and do a note. So
yeah, I’ll choose progress note. It is confirmed, and then save an open note. Okay, so once you choose a note type, it pops open and you’re back in the chart. it pops open this chart to write the note. So I’m just gonna put a little bit of information in here and
there’s a lot of options on here. it is built for therapists, clearly. I’m just looking around trying to figure out how to save this note. There is a pulsing blue dot up here. it’s asking me to sign up for the AI Scribe. Okay, so they do have an AI scribe feature. good to know.
Let’s see here. I’m not sure if it is saved.
Okay. Yeah, I just gosh, I’ll I just don’t like the the user interface here.
I it’s asking me to enter the diagnosis, which is fine.
We do have our short list, but is it
Yeah, this is tough. I mean, it’s like you have to type in the diagnosis in a couple different steps to enter it into the note.
And then it’s asking me to enter the service code. I I I’m not sure what’s happening here, y’all. This is just not making sense to me from a
Gosh, from a from a user interface standpoint, I’m sorry. I’m there’s a little bit of silence here, but yeah, this is this is not intuitive really at all as far as how to assign a diagnosis and a service code to this note. yes. So there’s a a lot going on on this note screen. It’s like a two tab. You have to tab through part one and then part two. there’s a button here that says compile and preview.
I’m guessing this might be how you save a note. I got a message saying the compiling has started. You’ll be notified when it’s done. here’s the note. So it did finalize the note. Now I’m in a different screen.
And have I signed it? there’s a button over here. Sorry, sorry, y’all. If you’re watching on the YouTube video, you know what I’m going through here. This is to me not super super intuitive. anyway, I’m on a two-panel screen, it shows the note, and then there is kind of a blank open section on the right-hand panel, and then down in the bottom right, it’s kind of tucked away, a little bit hard to see. There’s a button to electronically sign a note.
So I presumably did that. Alright, and now I guess it’s done. I guess it’s done. I’ll go to the calendar.
And I’m gonna click back on that appointment. it did give me a little notification that the progress note is done.
Okay. Okay. So let’s see. I’m gonna I’m gonna go through and do one more of these notes. I’m not gonna do both of them because honestly, this process is so arduous. so on the feedback note, let’s say, I mean, I’m just gonna call this a progress note because we could not create our own note. So, you know, it does get easier. let’s see, a verbal content. I mean, you can add
different sections into the note template. I’m gonna go to the note part two. Okay, so the diagnosis at least carried over from from the intake. That’s that’s nice. Let’s see. I’m gonna enter my service code here. And let’s see if we can, yeah, we can add multiple service codes. So I’m gonna do the nine six one three two, nine six one three three units, yeah.
Specify six units here. It asks for authorization. I’m I’m assuming you know if you do insurance, it’ll like give you a yes-no or like an option to attach an authorization, which is which is cool. okay. There’s a section to enter private notes if you take those kinds of notes that presumably won’t be part of the record.
There’s a button to specify your time spent if you want to do that. So I’m gonna compile and preview this note as well, and then move us along toward the billing billing framework. All right, so the note again, this is it’s compiling. so it’s putting all this together, and now it has generated my my note here. It does have the service codes and the diagnoses. now I know where my electronically signed button is so I’m
Okay, now let’s go back to the dashboard and see what is happening here as far as
Messages. yeah, still no still no to do list that I can find to tell me or remind me when I need to to write notes. let’s see, you can configure the reminder rules. Okay.
Okay, okay, okay. This is my mistake, y’all. So apparently on the dashboard, you it does tell you your appointments by date. So I had to click the button for yesterday instead of today because I scheduled these quote unquote appointments yesterday. You can also do seven days or 30 days. So or three months, six months, and twelve months. So, you know, if you’re someone who gets your notes done relatively quickly, I’d probably just keep it on the seven day setting.
If you tend to take a little while, then maybe the 30 day or even three month setting. If you’re not doing notes within ninety days, then I think we have bigger problems to solve. All right. So this does actually give me a set of reminders in terms of yeah, notes and appointments that that need to be
So let’s see. I mean it still doesn’t really, it just lists the notes that I’ve that I’ve done. it doesn’t list the appointment that still has a note that needs to be written. Okay, so where do we go from here? billing, billing, billing, billing. how do I do that? Okay, so this billing work list tab on the dashboard does have does have a section for unbuild encounters. And yeah, I would love to bill these encounters. How do I do that?
All right. So I’m clicking. Again, like, okay, so the functionality is here. There’s an actions button. But it’s just not super intuitive. Like I’m not I’m not understanding how to do this stuff without looking really, really hard for some reason. I don’t know, maybe it’s my eyes or the way that I’m scanning this page, but yeah, it’s not super easy. okay, so I would love to just like apply a payment.
Not sure yeah, exactly how to do that. Is that in payments work list? Not sure.
Okay, I mean there’s a lot of you know a lot of ways that you can search and filter these these appointments, but yeah, it shows me it shows me the encounter, the appointment, but it is this is on the billing work list. So I would love a really easy button here to tell me how to apply a payment.
Here in the billing work list, there is a tab for appointments without notes. So I guess you could use that as a to-do list if you need to. Okay. let’s see. Let’s see, y’all. Maybe I have to go back into the appointment to enter a payment? No. No.
Let’s see here, y’all. I feel like this should be should be a lot easier. And for some reason it’s just not I’m gonna mark this as build and and see what happens.
Maybe that’s the workflow. You have to mark it as build. Then it moves it to build encounters. Then
No, I really wanted the action button to to show me how to enter a payment. again, we’ve got this scrolling bar. I have to scroll way far to the right to see all the columns. I do not like that. Okay, y’all. let me see if there are any I’m gonna look at reports just just to see what that looks like. So you’ve got an aging report, appointment report, billing report.
Copays, claim submission, lots of different reports, which is cool. I’ll just click on appointment report and see what that does. I’m gonna run this report quickly.
All right. Okay. So yeah, I mean it gives me an appointment report. You can export it, export any report as a PDF or Excel file, which is great. I mean, these are I I like reports, I like metrics, so this is cool. again the interface just looks just looks dated. And is there anything else? We’ve got statements here. Yeah, lots of different options.
Messages and reminders. Okay, I think I feel pretty good with with this review. So let me see. I’m gonna go to the well, I wanted to go to account and sign up.
Let’s see. I cannot Figure out how to how to sign up. here we go. Gosh, sorry. Again, another case of like the information is here, but it’s just not presented in a way that that I really love. Okay, so subscribe to Iconotes to continue using, confirm the plan, and continue to the payment page. Okay, so I would love for just like a really clear pricing model to to pop up right here.
Put this in. It asks us to put in the address and then I’m continuing to the payment.
That moved a little slowly. Okay, finally we get to the pricing. I could have probably pulled this from the website initially, but pricing for a full-time non-prescribing clinician is $75 per month. And it looks like it’s billed monthly. And that’s where you enter your card. All right, so I’m gonna click out of that. All right, y’all. Gosh, time to wrap this review up.
I don’t know. This one, there’s a lot of there’s a lot of good things to say about Iconotes. it is really flexible. There’s a ton of customization. the setup as far as codes and diagnoses and so forth was I mean it’s certainly not the smoothest, but given the user interface, I was really expecting something pretty bad. It was actually okay, you know, like you can click through all the settings pretty easily and set up you know.
a lot of the important factors in your practice. Like I said, there’s a lot of customization with reminder emails and texts and things like that. I like that. let’s see if you like a really colorful interface, then you probably will like this. otherwise, I don’t know. This is tough. This is tough, y’all. I would not ever seriously consider this as an EHR.
For my practice, the as someone who cares about aesthetics quite a bit, the user interface here is just it’s a no-go. This would have to be like hands down the best EHR with all the functionality in the world for me to even like consider using it, considering how ugly it is. So that’s my verdict. in terms of actual functional problems, yeah, I had a really hard time with finding the to-do list. this seems to be a relatively common problem.
Actually, finding the to-do list in terms of what notes to write. the billing workflow was pretty clunky. I couldn’t figure out how to apply a payment. there are no custom note templates, so I’m still not sure at this point how I would generate a testing note or build a testing note template that contains the information that we need. so yeah, all in all, there are definitely better options out there. And maybe this would work for a therapy practice.
Yeah, if you’re primarily doing therapy and you don’t mind a dated user interface, maybe I would consider it. But it still it kind of looks like it was built in late 90s, early aughts, early 2000s, and hasn’t really been updated since then. So if you can get past that, maybe give it a shot. Otherwise, I would not consider the CHR for my practice.
Thanks for checking it out. As with all these EHR reviews, there is an entire playlist on YouTube. So you can go to my YouTube channel, search the testing psychologist on YouTube, and there is an entire playlist where I am reviewing EHRs for their appropriateness for testing practices. So go check that out if you want to look at alternatives. Thanks as always.
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