# Page 2 | ICANotes Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is ICANotes the right Mental Health solution for you? Explore 130 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/17102/ICANotes/reviews --- ICANotes 4.1 (130) [View alternatives](https://www.capterra.com/p/17102/ICANotes/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of ICANotes ## Showing most helpful reviews Showing 26-50 of 130 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SG Shahla G. Licensed Psychologist Mental Health Care Used the software for: 2+ years ### "STAY AWAY FROM ICANOTE AND SAVE YOURSELF A HEADACHE" June 4, 2025 1.0 very unsatified, wish had never signed up; complicated billing process, poor connection to clearninghouse, logging off every 10- 15 minutes Pros The only thing I like about it is that is geared toward mental health; you can create templates that help note writing easy Cons a lot: billing is too complicated; the connection with clearninghouse is very poor; the denials or non-payments do not get transferred into patients account. Every time youi file a request, someone from overseas calls you and saying how sorry they are without any follow ups. It logs off every 10 minutes ... I can go on and on Review Source SH Shakeeb H. Owner and Provider Health, Wellness and Fitness Used the software for: 6-12 months ### "Easy to use solution" June 13, 2025 5.0 Overall, the ICANotes EHR platform is excellent. It's simple to document patient information, send out digital prescriptions, and verify the patients' medication pickups. Pros Integration with PMP makes life easy for confirming controlled substances with the various states. Overall, an easy-to-use EHR system. Cons The patient-facing portal requires improvement - its appearance is somewhat outdated, and it lacks mobile responsiveness. Also, it lacks any private practice customization (adding a logo or text) Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing ICANotes The charting and documenation was better with ICANOtes Review Source CD Chris D. Clinical Director Mental Health Care Used the software for: 2+ years ### "The easy way to create a note" June 13, 2025 4.0 Very positive. The staff are always willing to assist with any issues. The way the system is set up to add measurable goals is very good. Pros The ease of creating a note and the ability to type in information like a Word document. The way they have the billing system set up is great. Cons The inability to change or add information to the report system. The reports are very generic and do not always fit our needs. Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) The cost of Advance MD kept rising, and the support falling. Review Source JT Jean-Claude T. Senior Addictions Counselor Mental Health Care Used the software for: 1-2 years ### "Overall, a great EMR" June 16, 2025 4.0 Overall, I think that ICanotes is a great EMR compared to the other EMR I've used in the field of addictions. Pros What I like the most is how thorough it is in covering areas needed in working with the SUD applications. Cons What I like the least is having to go back in the "problems" section and having to re-select a problem to be able to go into the goals and interventions. Switched from [MedSys2](https://www.capterra.com/p/136402/MedSys2/)[MEDsys](https://www.capterra.com/p/140367/MEDsys-Advantage/) ICanotes is much more through and user friendly. Review Source MP Megan P. Therapist Legal Services Used the software for: Less than 6 months ### "ICANotes has been amazing!" June 16, 2025 5.0 So far, I have had an amazing experiencing with ICANotes and am very happy with the choice that we made to start using this platform. Pros ICANotes gives me the ability to make changes, adjustments, and to add things to be able to meet my specific needs as a clinician. I am very satisfied with ICANotes. Customer Service is also amazing and to have so many trainings available is also amazing! Cons The treatment plan set up has been kind of confusing to me but with the trainings, I believe that I can learn it. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Reason for choosing ICANotes I am able to do more with ICAN, it is more affordable, and has more features. Review Source CC Carressa C. Director of Outpatient Business Unit Hospital & Health Care Used the software for: 1-2 years ### "Director of Outpatient Business Unit" June 19, 2025 5.0 It is has been a great experience and it has enhanced my clinical team documentation. In addition, entering documentation in this system is less time consuming. Pros It is user friendly and colleagues seem to be able to navigate the system with ease and confidence. New employees are not intimidated by the system. Cons I wish our company could utilize more features. I am awaiting the PRO version of ICANotes. I love all the trainings offered to better utilize ICANotes. Review Source VL Vicki L. Office Manager Mental Health Care Used the software for: 1-2 years ### "Office Manager" June 18, 2025 5.0 I can't wait until everything is up to par with Icanotes Plus so I can use this again! We miss using Icanotes and can't wait to join back! Pros Icanotes Classic was very simple to use, great workflow. The teams are excellent if you have troubles and superior customer service! Cons Icanotes Classic's overall speed was the only reason we had to leave and we absolutely hated to do this, but time is money and a solo practice cannot afford to lose time Switched from [Netsmart Helper](https://www.capterra.com/p/134608/Helper/) they were not ready for electronic health records and we needed to be to comply Review Source CM Charles M. Nurse Practitioner, Psychiatry Health, Wellness and Fitness Used the software for: 1-2 years ### "Prescription service is poor and cumbersome " June 23, 2025 2.0 Not good. Ever since the “upgrade “ to Plus, the prescription service is a headache , such that on several occasions, the patients medications have not been listed because they have been automatically “discontinued “ leading to , at least on two occasions, medication errors. On one occasion, I was told to call the prescription service myself. Further, Inovalon support is there, but sometimes I just get lip service. Pros Access to customer service is very good and when navigating ICANOtes + , very helpful. They spent a good amount of time and followed up on things. Cons It’s incredibly costly and the prescription service is not well integrated . The portal service was cumbersome. The calendar service has “accept “ and “decline” almost touching each other so a patient accidentally pushed decline. He showed me. Reason for choosing ICANotes Customer service seemed to be better but now not so sure Review Source LB Latasha B. Clinical Director Mental Health Care Used the software for: I used a free trial ### "ICANotes can complete documentation notes in under 15 minutes" January 26, 2026 5.0 Pros What I liked most about ICANotes is the simplicity in treatment planning and the value for the monthly cost. Seamless appointment scheduling and patient outcome reports. Cons What I liked least was that I could not customize prefilled notes based on only my line of business. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing ICANotes free trial offer longer to allow time to make an informed purchasing decision. Review Source ES Ebony S. Owner Mental Health Care Used the software for: Less than 6 months ### "Enjoying It" June 27, 2025 5.0 Overall, I am enjoying my experience with ICANotes. The EHR assists with streamlining appointment scheduling and documentation. Pros I like the ease of useability. ICANotes allows me the comfort of staying current on documentation. The Cons I have not identified anything that I like least about ICANotes. So far, there is nothing that I dislike about the EHR platform. Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) I switched to save on EHR cost, and I liked the platform. Review Source QA Queen A. Therapist Mental Health Care Used the software for: 2+ years ### "Best EHR!!" June 18, 2025 5.0 Great. Icannotes is a vital part of my business team. This program is comprehensive and still growing to make it easier to serve our patients Pros It is comprehensive and customers service it amazing. My team loves using icanotes. The custom buttons and expandable ability is terrific for customizing Cons Portal in old system is not as user friendly as I would like. Some of my patients have a hard time with the portal. There is an upgrade and looking forward to moving to the easier interface Review Source ABM Alison Brooks M. Lead Mental Wellness Counselor Mental Health Care Used the software for: 2+ years ### "ICANotes for Counselors" June 16, 2025 5.0 ICANotes makes it easy to find clients and enter their note and demographics. I find spell check is helpful. Pros ICANotes is easy to navigate. I can make tabs for frequently used phrases. It is easy to find clients to reread past sessions. Cons ICANotes does not offer the convivence of voice to text. This would make inputting notes a lot quicker to enter. Review Source MB Melissa B. LMHC Hospital & Health Care Used the software for: 6-12 months ### "Very happy with ICANotes for small private practice!" June 14, 2025 4.0 Overall, very happy with ICANotes and I prefer it to the previous EHR systems I have used. The buttons make it so much easier for me to complete the documentation. Pros The ICANotes platform has streamlined and cut down on the amount of time it takes for me to write progress notes substantially. Cons The platform often takes a long time to log in and be responsive to clicks. User interface is somewhat dated and not always the most intuitive to use. Switched from [EHR 24/7](https://www.capterra.com/p/134091/EHR-24-7/) The previous agency closed, but I was not happy with the EHR functionality for mental health Review Source DLW Dr L W. Doctor Mental Health Care Used the software for: 2+ years ### "Great EHR! Great System!" June 18, 2025 5.0 Pros Efficiency ! Excellent! This is a great site for mental health care professionals. It is always efficient and running well. No bugs Cons I love Icanotes. I don't have any issues to report or do I have any problems. I would definitely recommend to other people. Review Source DL Dawn L. LPC Mental Health Care Used the software for: 1-2 years ### "ICANotes - A Good Solution" June 28, 2025 4.0 Overall, I like using ICANotes. My notes look proessional and as mentioned my job is easier as a result. Pros ICANotes makes my job easier. I can complete assessments, progress and SOAP notes with ease and much quicker than manual notes and assessments. Cons I haven't used customer service in a long time but responses in the past could have been more timely. Review Source MC Maria C. Admi Mental Health Care Used the software for: 1-2 years ### "Good." June 13, 2025 5.0 Good experience. Pros Super easy to assess, easy to understand. Cons That many documents are not in Spanish. Alternatives considered [Right Consents](https://www.capterra.com/p/253508/Right-Consents/) Reason for choosing ICANotes Spanish Documents. Review Source MM Michael M. Certified Peer Recovery Specialist Human Resources Used the software for: Less than 6 months ### "I Can document with ICANotes!" June 19, 2025 5.0 I was able to review material as many times as I wanted and when I wanted. The applications were good. Pros The ability to sign-up for tutorials and have access to video recorded learning material was very helpful. Cons I'm a Certified Peer Recovery Specialist' and most of the contents are geared to clinicians. It could be more user friendly for non- clinical personal. Review Source TN TAMARA N. PMHNP-BC Mental Health Care Used the software for: 2+ years ### "Review of Icanotes" June 17, 2025 5.0 I have enjoyed Icanotes' services and I am very pleased with the updates made over the past 7 years. Pros Customer support is user-friendly for documents (scan documents into the client's chart), and you can add phrases and copy and paste them into Icanotes when using AI notes. Cons Pricing for part-time providers is costly compared to other MH ehrs. Icanotes not able to interface with AI. Review Source sC sarah C. PMHNP Mental Health Care Used the software for: 6-12 months ### "Icanotes for the newbie" June 17, 2025 5.0 I would recommend this EMR, it's thorough and is user friendly. I use several others on various platforms that I am on and I do like Icanotes the best. For my self pay patients, I use it for charting. Pros Icanotes makes charting easy and complete. It covers all aspects of charting on the psychiatric client. Cons Sometimes it is difficult to get tech support but once you do they are most helpful. It may take a day or two to get an answer. The ascribing was a challenge for me, however, once I used it consistently, I have no problems. Review Source AG Alexandra G. Owner,Provider Mental Health Care Used the software for: Less than 6 months ### "Best EHR for Providers in Mental Health." June 13, 2025 5.0 I have no complaints honestly. Customer service is amazing. You get help almost immediately. It's a great EHR for small or big practices. Pros I love that it makes writing notes a breeze. I especially love their eprescribe! It is very user friendly. Cons There is really nothing that I don't like. I do wish that the calendar font on the patients name were bigger or more readable. Review Source JS Janique S. Psychiatry nurse practitioner Mental Health Care Used the software for: 1-2 years ### "The worst EHR company " July 17, 2024 1.0 Horrible experience, not worth your time. Customer service is horrible Pros Preselected notes and templates which makes it easier to chart Cons Making changes my account without my consent which reflects as increasing my rate without prior notice Review Source Rafael R. Mental Health Therapist Health, Wellness and Fitness Used the software for: 1-2 years ### "Software for Mental Health Professionals" February 5, 2021 5.0 I have not encountered business issues with ICANotes. They have excellent customer service. They provide ongoing training as needed and they take time to make you feel confident using the software. Pros This software has highly impressive features such as creating mental health forms such as screening questionnaires, creating treatment plans with measurable objectives, and very thorough mental health assessments. The case notes are very easy to create and include a comprehensive mental health status examination. Also, you can link your treatment plan to your case notes so that you can address the progress made in treatment when writing a case note. It has a comprehensive list of all psychotropic medications. Cons It is easy to integrate into your practice because it has all the necessary features for mental health providers, for example, CPT codes, assessment forms, consents, a fully integrated calendar with automatic reminders for the patients, and more importantly the capability to connect with a clearinghouse to submit electronic billing. It also has a patient portal. Very functional and extraordinarily helpful to create clinical notes. It has a telehealth platform too. Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) Reason for choosing ICANotes ICANotes is affordable, they provide excellent training and their software is very comprehensive. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) I need a software that can give me the ability to write thorough clinical notes that comply with the standards of Medicare, Medicaid, and most provide insurance companies. Review Source DD Deborah D. CEO, Owner Mental Health Care Used the software for: 2+ years ### "AN EMR DESIGNED SPECIFICALLY FOR BEHAVIORAL HEALTH THAT DOES EVERYTHING YOU NEED TO PRACTICE." December 16, 2016 5.0 We have been using the ICANotes program for 4 yrs. The customer service has been exceptional and courteous. They offer webinars and training for all aspects of the program and include tutorials on their website which is great when hiring new staff. ICANotes has assisted us with issues and accommodated our needs when modifications/adjustments were requested to suit our practice needs. The team at ICANotes has responded and implemented several options we suggested to improve our service delivery to clients. In addition, ICANotes has added many features to the program to meet the growing demands in the field of behavioral health. I love the fact this EMR was created by Dr. Richard Morgenstern, a psychiatrist. This program was specifically designed for behavioral health and not a modified version or altered from a medical model template. It is also a plus that one of the offices of ICANotes is within 30 min from our agency. Their staff was available to visit us and provide support when we opened in 2012. I have seen this company grow rapidly in 4yrs. since using this program which as benefited us in our growth as well. I gave ICANotes for every category primarily because it is well deserved for their hard work in keeping up with integration and the ever changing guidelines with coding, billing, and documentation etc., in behavioral health, which has made my life so much easier with running my business. However, the I gave for the value of money is a double edged sword.....And in no way do I want this to reflect as a negative connotation to the program. The rating is not entirely due to the cost of ICANotes program but also includes regulation guidelines set forth by many Insurance providers. The reimbursement rates set by insurance providers are not increasing at a rate they should be to providing services in behavioral health field. An increase in rates would tremendously help offset the additional costs accrued for agency's to remain in compliance with state, federal and local regulations thus, allowing agencies to add additional features that could really benefit service delivery. \*\*Just an idea.......maybe to see some type of incentive programs offered to exist ICANotes customers who are growing and continue to add clinicians and features to their ICANotes program. That would be great. All in all, this is a phenomenal program, and I would highly recommend it to all behavioral health clinicians and practices. Pros The program does everything we need. All tasks can be completed with the features encompassed in the program. Cons Minor issues...... 1- I find the appointment book is extremely slow. I was told it would improve several months back but, the staff reports this most often and is the most reported issue that becomes time-consuming for staff scheduling and is frustrating for clients waiting on the phone. 2- Populating the Treatment Plan - when completing a follow-up treatment plan it populates every treatment plan into the new one created. This becomes costly if you have a client for 3 years + Ex. A treatment plan every 6 months for 3 years and an average of 4-5 pages per plan x 6 treatment plans printed for a client, the last treatment plan cumulates to 30 pages. It doesn't allow the plan to start over with a fresh slate for a new treatment plan without including the old ones as well. (Unless I haven't figured it out, which may be the case) :) Review Source BH Brett H. Provider Hospital & Health Care Used the software for: Less than 6 months ### "A horribly misrepresented product" October 14, 2021 1.0 Regrettably I was sold a bill of goods. ePrescribe functionality with DrFirst was only partial of what the standalone DrFirst product offers, the integration with my existing credit card software was promised but after integration was useless and I reverted back to my old system anyway. Customer service was always available and helpful, but at the end I was charged for 2 months of access for using the program for just 2 weeks. They would not refund the 2nd month of charges because they do not refund for cancelations as a policy. Pros \- the customer service was within the product and relatively immediate in response. This is helpful as you will need them a lot. Cons \- ICANotes is noticeably slower relative to other EMRs and other computer programs. - There are places where you can get stuck and can't move. For example, creating a patient chart that does not have all the required information gives you an error message. - The actual look of ICANotes is grainy and unclear. It is a difficult program to look at throughout the day. - Scrolling is too fast. The windows of text are small and highlighting and scrolling through text within the text boxes is too rapid and you easily overshoot your selection. - copy/paste functionality is a deal breaker. There is an app-specific clipboard you must use as an intermediary. - the inability to easily refer to prior notes during a session. In the middle of a session, it is difficult to answer questions such as, "did we talk about sleep hygiene last time?" All the entries are kept together. - updating different areas of the medical chart can only happen through certain notes. I had one patient during a regular session tell me that she was recently diagnosed with a new medical condition. I had to start a new "complete assessment note" for that solitary piece of information for it to populate the medical history section, but then return to the progress note to finish out the session. - the active problem list is terribly difficult to manipulate and can only be done through cumbersome treatment plans. - there is a separate website just to upload documents to the chart. - no patient communication log Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) Reason for choosing ICANotes ICANotes integration with my current credit card software. Which turned out not to be what was promised. Review Source CN Christine N. Billing Manager/Compliance Officer Mental Health Care Used the software for: 6-12 months ### "Very Basic Program , could be great but needs to be updated" February 20, 2018 3.0 It is easy to use and easy to train new employees to use it. Pros Overall it is simple to train new Mental health techs for our Mental health rehab ( community based services) It is easy to access from the field, but clicking is difficult because of the way you must click when using it on a tablet or smart phone. The system is relatively easy to use for those new to the industry. It is less expensive than many of the other integrated programs, BUT once you realize you now pay for the ehr/billing program and now you are gettiing a seperate bill for the clearing house and you are having to pay a monthly fee for each mental health tech and each licensed person both to icn and to a clearinghouse, it is suddenly much more expensive than using a high end integrated service. Cons The billing software is a horrible, with repeated problems and errors, very limited audit trail, very limited ability to speak with the best clearing houses, relegated to smaller, less advanced clearing houses, lots of lag, slow at times, notes that are saved disappear, lots of weird glitches that tech support has no clue on how to resolve the issues. It is too busy to look at, if you are dealing with it all day long, it is fussy and cluttered. The report system both on the ehr side and the billing side are weak at best. There are many reports that we used in our previous software that are not available, There is no end of day processing and end of day report available. It is built on an old coding platform and needs to be modernized, it could be the best in the industry, it does a lot of basic things right.. Uploading files and downloading files or reports is not easy, you have to log into a different website, which is again time consuming if you are attempting to run reports, export them into excel etc, it cant be done on the main website, you run the report, then rather than just export it, you have to click export then go log on to a different website to retrieve it. It needs more integration. Everything feels like it was added on and just hanging on in piecemeal fashion to the original ehr.. the ehr is solid, good and great to use. I wish it was abit more flexible where you could add fields or have a form uploaded and then be usable in the system Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.