ICANotes Appointment Reminders (Call, Text or EMail) with 1-800 Notify (ICA Notes)

Now, you can easily send automated appointment reminders (call, text or email -- based on your patient preferences) from your schedule in ICA Notes Behavioral Health EHR system.  In a few simple steps, you can generate your export file for 1-800 Notify so you can easily send appointment reminders to all your patients that honor their preference - CALL, TEXT or EMAIL.

What if a mobile phone is in the Home Phone field? We can auto-detect if the phone number you entered is a valid mobile phone or a land line (even if it's in the home phone field).  If it's a mobile phone and you want us to send a text message reminder, we'll do it.

STEP 1: Sign up for our Free Trial -- Learn more!

STEP 2: Export Your Schedule

2.1 Start ICA Notes and login.

2.2 Click the Calendar drawer icon from the home screen.

2.3 Select the DATE from the calendar on the left side.

2.4 Click the EXPORT button in the upper right corner.

2.5 In the pop-up window, click SCHEDULED, and select all or some providers by checking the boxes.  Then click EXPORT in the lower right corner.

2.6  You will see a pop up window saying that the data was copied to a clip board and that you need to paste it into a spreadsheet (Excel or other).  Click OK

2.7  Start up a spreadsheet on your computer (in this case we show Microsoft Excel), but you can use others.  Open up a new blank spreadsheet, then press Ctrl+V or click the Paste Icon to paste the copied appointment data into the spreadsheet.

2.8 Now, save the file spreadsheet as the default format which is XLSX (Microsoft Excel workbook) format in Excel.  Name the file the date of the exported appointments so it's easier to find when you need to upload it in STEP 3.

You're done with the export.

 

STEP 3: Upload and Schedule Your Reminders

Follow these instructions to securely upload the exported file to 1-800 Notify and start the reminders.

See detailed steps here.

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