Patient Portal

Welcome to the Exxceed Wellness ICANotes Patient Portal

At Exxceed Wellness, we’re proud to partner with ICANotes, a trusted leader in electronic health record (EHR) solutions, to provide our patients with a secure and user-friendly Patient Portal. This innovative platform allows you to conveniently access and manage your health information anytime, anywhere.

What is the ICANotes Patient Portal?

The ICANotes Patient Portal is a secure online platform designed to enhance your healthcare experience. By using the portal, you can easily communicate with your care team, access your medical records, and manage your wellness journey—all in one place.

How to Prepare for Your Visit

To ensure a smooth visit, it’s essential to complete your Patient Portal profile and submit the required forms. Here’s what you need to do:

Step 1: Complete Your Profile Information

Log In: After creating an account, navigate to the Profile tab.
Update Details: Click on Current Information (as shown in the attached image) and update all necessary details.
Patient History: Complete the Patient History section, as it is the most important part.

Step 2: Additional Forms to Complete

Make sure to complete the following forms before your visit:

Notice of Privacy Practices
Records Release Authorization
Patient Health Questionnaire (PHQ-9)
Generalized Anxiety Disorder-7 (GAD-7)
Drug Abuse Screening Test-10 (DAST-10)
ASRS: Adult ADHD Self-Report Scale
PCL-5 Monthly
Telehealth Services Informed Consent
Evaluation & Treatment Consent Form
Insurance & Payment Form – Completing this is critical to avoid billing issues.
Adult ADHD Symptom Rating Scale – Observer Version (ASRS-O)
Bipolar Spectrum Diagnostic Scale (BSD)
The Mood Disorder Questionnaire

Feel free to contact us if you have any questions or need assistance completing these forms.

Features of the ICANotes Patient Portal

With the ICANotes Patient Portal, you can:

Access Your Health Records: View your diagnoses, treatment plans, and other health-related information.
Send Secure Messages: Communicate directly with your care team to ask questions or request follow-ups.
Request Appointments: Manage your upcoming appointments, reschedule if needed, or request new consultations.
Complete Forms Online: Fill out and submit intake forms and other required documents before your visit.
Update Your Information: Ensure your personal and medical information is accurate and up-to-date.

Review Billing Details: View your invoices and make secure payments online.

FAQs About the ICANotes Patient Portal

Is my information secure on the ICANotes Patient Portal?

Absolutely. The ICANotes platform uses advanced encryption and security measures to ensure your personal health information remains private and protected.

Can I access the portal from my smartphone or tablet?

Yes! The ICANotes Patient Portal is mobile-friendly and accessible on any device with an internet connection.

What if I forget my password?

Use the “Forgot Password” option on the login page to reset your password. If you encounter any issues, contact our support team for assistance.

How do I complete forms or upload documents?

After logging in, navigate to the “Forms” or “Documents” section to complete required forms or securely upload files.

Can I use the portal to update my personal or medical information?

Yes, you can update your contact details, insurance information, and other relevant data through the portal.

Who do I contact for help with the ICANotes Patient Portal?

If you have any questions or need assistance, please contact us at support@exxceedwellness.com or call (123) 456-7890.

Benefits of the ICANotes Patient Portal

Convenience: Manage your health information and communication with ease, 24/7.
Efficiency: Save time by completing forms online and managing appointments from home.

Security: Trust that your information is protected with state-of-the-art security measures.

Need Assistance?

If you experience any issues with the ICANotes Patient Portal or have questions about its features, our team is here to help.

Email: hello@exxceedwellness.com
Phone: (415) 636-9700

Ready to Get Started?

Access your health information and connect with our care team today.
Log in to the ICANotes Patient Portal Now