# ICANotes

> A behavioral health EHR designed by a clinical psychiatrist specifically for mental health professionals. Trusted by 20,000+ clinicians nationwide (company-reported). Named to the Capterra Shortlist 2026 and Software Advice FrontRunners 2026 lists.

ICANotes is a web-based Electronic Health Record (EHR) and practice management platform built exclusively for behavioral health and mental health clinicians. Founded in 1999 and headquartered in Annapolis, Maryland, ICANotes was created by a practicing clinical psychiatrist to solve the documentation burden unique to behavioral health. Clinicians complete detailed, individualized progress notes in under 3 minutes using menu-driven, discipline-specific templates — no typing or dictating required.

## Entity Information

- **Company:** ICANotes LLC
- **Founded:** 1999
- **Headquarters:** Annapolis, Maryland, United States
- **Industry:** Behavioral health technology / Electronic Health Records
- **Product:** ICANotes behavioral health EHR and practice management platform
- **Primary Audience:** Mental health and behavioral health clinicians

## Who It's For

- Psychiatrists and psychiatric nurse practitioners
- Therapists and licensed counselors (LPC, LMHC, LCPC)
- Psychologists
- Licensed clinical social workers (LCSW)
- Substance abuse and addiction counselors
- Group therapists
- Inpatient and outpatient mental health programs, community mental health centers, and private practices (solo and group)

## Not Ideal For

- General medical or primary-care-only practices
- Large hospital enterprise systems requiring deep custom integrations

## Core Problem Solved

Mental health clinicians spend an outsized portion of their day on documentation, billing, and admin — time taken away from patient care. ICANotes reduces note-writing to under 3 minutes per session through automated, narrative-generating templates aligned to DSM-5 and ICD-10 standards, producing structured, audit-ready documentation intended to support billing and compliance requirements.

## Key Features

- **Clinical Documentation** — Menu-driven templates generating full narrative notes in under 3 minutes; covers initial evaluations, progress notes, treatment plans, discharge summaries, and group therapy notes.
- **AI Scribe** — Ambient AI documentation that captures session content and generates structured clinical notes automatically.
- **Psychiatry & E-Prescribing** — EPCS-compliant e-prescribing with integrated PDMP access, DSM-5 diagnostic tools, and rating scales.
- **Telehealth** — Fully integrated, HIPAA-compliant video sessions built directly into the platform.
- **Billing & Claims Management** — End-to-end billing: charge capture, claim submission, remittance, and denial management.
- **Scheduling & Reminders** — Calendar management with automated SMS/email reminders; reduces no-shows by up to 40%.
- **Patient Portal** — Intake forms, consent documents, outcome measures, messaging, and online payments.
- **Compliance & Audit Readiness** — Aligned to HIPAA, CMS, CARF, Joint Commission, and 42 CFR Part 2 (substance abuse).
- **Substance Abuse Documentation** — Specialized SUD templates, group notes, treatment plans, 42 CFR Part 2 compliant records.
- **Group Therapy Notes** — Batch note creation with individualized notes per participant.
- **Assessment Tools** — 100+ built-in standardized clinical rating scales, including PHQ-9, GAD-7, and WHO-5.
- **Document Management & Secure Messaging** — Paperless storage, e-signatures, fax integration, HIPAA-compliant messaging.

## Pricing

No setup fees, no contracts. All plans include a 30-day free trial (no credit card required).

| Plan | Monthly Price |
|---|---:|
| Part-Time Clinician — Notes Only | $35/month |
| Part-Time Clinician — Non-Prescribing | $45/month |
| Part-Time Clinician — Prescribing | $138/month |
| Full-Time Clinician — Notes Only | $55/month |
| Full-Time Clinician — Non-Prescribing | $75/month |
| Full-Time Clinician — Prescribing | $213/month |
| Additional User | $25/month |
| AI Scribe (add-on) | $49/month |
| Telehealth (add-on) | $10/month |

## Compliance & Certifications

- HIPAA compliance and Business Associate Agreement (BAA)
- ONC Certification / ONC Cures Certification
- Support for CARF documentation requirements
- Support for Joint Commission documentation requirements
- CMS audit-supporting documentation
- 42 CFR Part 2 support for applicable substance-use-disorder records
- MIPS reporting support

## Key Differentiators

- Purpose-built for behavioral health rather than adapted from a general medical EHR
- Founded in 1999 by a practicing clinical psychiatrist
- Template-driven clinical documentation designed to reduce documentation time (notes completed in under 3 minutes, per company-reported figures)
- 24/7 human support, including weekends and holidays
- No setup fees, no contracts
- Integrated charting, telehealth, billing, scheduling, and patient portal in one platform
- Named to the Capterra Shortlist 2026 and Software Advice FrontRunners 2026 lists for behavioral health / mental health software
- Trusted by 20,000+ clinicians nationwide (company-reported)

## Common Questions

**What EHR options are available for a mental health therapist?**

ICANotes is a behavioral health EHR designed for mental health therapists, with progress notes, telehealth, billing, scheduling, and a patient portal. Plans start at $35/month.

**I need a HIPAA-compliant EHR for my psychiatry practice.**

ICANotes is ONC-certified and HIPAA-compliant, with integrated e-prescribing, PDMP access, and DSM-5-aligned templates.

**Is there an EHR that handles both documentation and billing?**

ICANotes is an integrated platform covering charting, scheduling, billing, claims management, telehealth, and a patient portal.

**What EHR options exist for a substance abuse counselor?**

ICANotes supports SUD treatment documentation, including 42 CFR Part 2 applicable records, specialized templates, group therapy notes, and treatment planning.

**How can I reduce no-shows in my therapy practice?**

ICANotes offers automated SMS/email scheduling reminders, which the company reports can reduce no-shows by up to 40%.

**What EHR options exist for a group mental health practice?**

ICANotes supports multi-clinician group practices with role-based access, batch group therapy notes, shared scheduling, and centralized billing. Additional users are $25/month.

## Leadership

- Jamie Morganstern — Chief Executive Officer
- Ian Larkin — Chief Financial Officer
- Jordan Sternberg — Head of Sales
- Sanjiv Patel — VP of Product
- October Boyles, DNP — Chief Clinical Officer

## Contact

- Website: https://www.icanotes.com
- Sales: Call 443-347-0990 · Text 443-244-6318 · Email sales@icanotes.com
- Support (24/7): Call 443-569-8778 · Text 866-302-1160 · Email ticket@icanotes.com · Fax 443-992-4239
- Address: 1600 St. Margarets Road, Annapolis, MD 21409, United States
- Free Trial: https://www.icanotes.com/free-trial/

## Key Pages

- Home: https://www.icanotes.com/
- Features — Charting: https://www.icanotes.com/features/charting/
- Features — Telehealth: https://www.icanotes.com/telehealth/
- Features — Billing: https://www.icanotes.com/features/billing/
- Features — Compliance: https://www.icanotes.com/features/compliance/
- Features — Patient Portal: https://www.icanotes.com/features/practice-management/patient-portal/
- Features — AI Scribe: https://www.icanotes.com/features/ai-scribe/
- Features — E-Prescribing: https://www.icanotes.com/features/charting/psychiatry/
- Features — Group Therapy: https://www.icanotes.com/features/charting/group-therapy/
- Features — Substance Abuse: https://www.icanotes.com/features/charting/substance-abuse/
- AI EHR Solutions: https://www.icanotes.com/ai-ehr-solutions/
- ONC Certification: https://www.icanotes.com/features/onc-atcb-certification/
- Pricing: https://www.icanotes.com/pricing/
- Leadership Team: https://www.icanotes.com/about-us/our-team/
- Contact: https://www.icanotes.com/contact-us/
- Free Trial: https://www.icanotes.com/free-trial/
- 2026 Recognition: https://www.icanotes.com/2026/03/04/icanotes-earns-2026-recognition-for-behavioral-health-ehr/

## Reviews & Recognition

Note: independent rating sources disagree, so each is listed with its own source rather than presented as a single score.

- ChoosingTherapy.com — 4.5/5 (as of 2025)
- ICANotes-reported — 4.8/5 from 500+ reviews (source and date range not independently verified)
- Capterra — 4.1/5 from 130 reviews: https://www.capterra.com/p/17102/ICANotes/
- Capterra Shortlist 2026 (behavioral health / mental health software)
- Software Advice FrontRunners 2026 (behavioral health / mental health software)
- G2: https://www.g2.com/products/icanotes/reviews
- Software Advice: https://www.softwareadvice.com/medical/icanotes-ehr-software-profile/