I

ICANotes

Web-based EHR for behavioral health

Overview

iCANotes provides a web-based electronic health record (EHR) system tailored for behavioral and mental health professionals. Its core product uses a button-driven interface to generate compliant clinical notes, treatment plans, and assessments from customizable templates, with integrated billing, scheduling, and patient portal features. It differentiates itself by focusing on mental-health workflows and templates designed for behavioral health, offering end-to-end practice management in one platform rather than generic EHRs. Its goal is to reduce clinicians’ time spent on paperwork while maintaining HIPAA-compliant documentation and efficient financial operations.

Significant Headcount Growth

Work here?Claim your company

About ICANotes

Simplify's Rating
Why ICANotes is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareHealthcare

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Arnold, MD

Founded

1999

Get referred to ICANotes

See people who can refer or advise you

Simplify Jobs

Simplify's take

What believers are saying

  • ICANotes won Capterra Shortlist and Software Advice FrontRunners recognition in March 2026.
  • The company updated its site November 4, 2026, pushing ONC-certified behavioral-health workflows.
  • Behavioral health demand keeps rising, supporting adoption of specialized documentation and billing software.

What critics are saying

  • Athenahealth, Epic, and Netsmart pressure ICANotes as buyers standardize on larger suites.
  • AI note-generation features from competitors compress ICANotes' documentation advantage within 12-24 months.
  • If Sheridan integration stalls, founders' exit and category consolidation threaten standalone differentiation.

What makes ICANotes unique

  • ICANotes is purpose-built for behavioral health, with menu-driven notes and workflows.
  • Sheridan Capital Partners bought ICANotes on January 13, 2026, backing expansion.
  • The platform combines EHR, billing, telehealth, scheduling, and compliance in one system.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays

Growth & Insights and Company News

6 month growth

7%

1 year growth

23%

2 year growth

20%
Sheridan Capital Partners
Jan 14th, 2026
Sheridan Capital Partners Completes Investment in ICANotes, a Purpose-Built Behavioral Health Electronic Health Records Platform | Sheridan Capital Partners

CHICAGO, IL – January 13, 2026 – Sheridan Capital Partners (“Sheridan”) today announced the completion of its investment in ICANotes (or “the Company”), a Practice Management (“PM”) and Electronic Health Record (“EHR”) software platform purpose-built for the behavioral health market.

PE Hub
Jan 13th, 2026
Sheridan Capital Partners acquires ICANotes in first EHR software investment

Sheridan Capital Partners has acquired ICANotes, an electronic healthcare record software provider for the behavioural healthcare market, marking the firm's first investment in EHR software. The sellers were ICANotes founders and brothers Richard and Don Morganstern. The acquisition represents Sheridan's entry into the EHR software sector within healthcare technology. Financial terms of the deal were not disclosed.

Tech in Asia
May 18th, 2025
Us Lawmakers Propose Bills On Ai Boost, Tighter Online Oversight

👩‍🍳 How we use AI at Tech in Asia, thoughtfully and responsibly.🧔‍♂️ A friendly human may check it before it goes live. More news hereRepublican lawmakers have introduced new legislation to promote AI development while increasing regulatory oversight of online platforms.The Republican-led House Energy and Commerce Committee proposed a budget reconciliation bill encouraging AI use at the Commerce Department.The bill also aims to block states from enforcing AI rules for 10 years, supporting growth in the US AI market.In addition, stricter regulations for social media and online content are being pursued.Senator Mike Lee reintroduced the Interstate Obscenity Definition Act (IODA) to update the legal definition of obscenity for the digital age, potentially expanding criminal liability for online content.Critics argue this may lead to increased censorship🔗 Source: NBC News🧠 Food for thought1️⃣ The dual approach to tech regulation reflects shifting political prioritiesThe contradictory approach to technology regulation highlighted in the article, promoting AI development while restricting online speech, represents a significant evolution in Republican tech policy.This divergence stems from distinct political priorities: economic competitiveness in AI versus social concerns about content. While the U.S. has traditionally maintained a permissive approach to online content through Section 230 protections, which grant platforms immunity from liability for user content1, this stance is now being reconsidered.The proposed IODA would significantly alter this framework by expanding the definition of illegal obscenity, potentially increasing platform liability and placing the U.S. closer to conditional liability models seen in countries like India and EU member states1.Meanwhile, efforts to limit AI regulation align with broader global tensions between innovation and safety, with different regions adopting varied approaches, from the EU’s strict risk-based classification system to more pro-innovation policies in parts of the Middle East2.This regulatory approach seeks to maintain U.S. competitiveness in AI development while addressing specific social concerns, particularly regarding children’s online safety and content moderation.2️⃣ KOSA represents rare bipartisan consensus amid polarized tech debatesThe Kids Online Safety Act demonstrates an unusual convergence of political interests in an otherwise polarized tech policy landscape.Despite failing in previous sessions, KOSA passed the Senate with an overwhelming 91-3 vote in 2024, reflecting broad bipartisan support for addressing children’s safety online3.The bill has garnered backing from diverse stakeholders, including Apple, Republican figures like Donald Trump, and Democratic leadership, indicating that protecting children online remains one of the few technology policy areas with cross-partisan appeal4.However, this consensus masks significant tensions between competing values

Recently Posted Jobs

Sign up to get curated job recommendations

ICANotes is Hiring for 2 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs