Icanotes
- Company typePrivate
- Founded1999
- HeadquartersAnnapolis, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Icanotes does
ICANotes (ICANotes LLC) is a cloud-based electronic health record and practice management platform purpose-built exclusively for behavioral health clinicians, founded in 1999 by a practicing psychiatrist and headquartered in Baltimore, Maryland. The platform combines menu-driven documentation with a growing ambient AI scribe capability, offering specialty note templates (SOAP, BIRP, DAP, group therapy, case management), over 100 built-in clinical assessment tools, EPCS-compliant ePrescribing with PDMP checks, integrated telehealth, scheduling, secure messaging, patient portal, and automated billing/RCM in a single ONC Cures Edition-certified system. It serves therapists, psychiatrists, social workers, psychiatric nurse practitioners, psychologists, addiction specialists, and group/solo practices across outpatient, inpatient, and residential behavioral health settings, with a stated base of 20,000+ clinicians.
The company operates a dual product-led and sales-assisted go-to-market, anchored by a free 30-day no-credit-card trial on its website and complemented by phone-based inside sales, demo booking, and BigMarker-hosted webinars. Revenue is generated primarily through subscription SaaS licensing on annual billing cycles, with size-based tiers varying by practice and clinician count, supplemented by optional outsourced Revenue Cycle Management services on a managed-services basis. Pricing is not publicly disclosed. The platform is distributed globally via direct digital channels and supported by an active content marketing engine, SEO, and third-party review presence (Software Advice FrontRunners 2026, Capterra Shortlist 2026).
In January 2026, ICANotes was acquired by Sheridan Capital Partners, with Harris Williams serving as exclusive financial advisor to the buyer, providing private equity capital to scale operations and accelerate the AI-driven product roadmap. AI capabilities — including AI Scribe, AI Therapy Notes, AI Progress Notes, and AI Clinical Notes — were launched across 2025, representing the most significant recent product expansion of the platform.
Icanotes firmographics
Firmographics- Name
- Icanotes
- Legal name
- ICANotes LLC
- Website
- https://icanotes.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Icanotes industry classification
Industry- Product category
- Behavioral Health EHR Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)
Keywords
Where Icanotes is headquartered
LocationHeadquarters
- HQ city
- Annapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Icanotes business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription SaaS License: ICANotes operates as a cloud-based SaaS platform charging behavioral health practices a recurring subscription fee for access to its EHR and practice management software. Pricing is subscription-based and varies by practice size and configuration. A free 30-day trial with no credit card required is offered for customer acquisition.
- Revenue Cycle Management (RCM) Services: Optional add-on revenue cycle management services provide full outsourced billing support for practices that prefer to outsource claims processing, payment collection, and revenue tracking.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Practice Subscription (size-based tiers) |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Icanotes product offering
Product offeringCore offering
ICANotes is a cloud-based Electronic Health Record (EHR) and practice management platform purpose-built exclusively for behavioral health professionals. The platform combines menu-driven clinical documentation (SOAP, BIRP, DAP, treatment plans), AI-powered ambient scribe technology, integrated ePrescribing with EPCS and PDMP, telehealth, scheduling, patient portal, secure messaging, and behavioral-health-specific billing and revenue cycle management into a single ONC Cures Edition Certified system. It serves therapists, psychiatrists, psychiatric nurse practitioners, psychologists, social workers, addiction specialists, and group practices across solo and enterprise deployments.
Product overview
ICANotes is a purpose-built mental health EMR and EHR software platform (founded 1999, Baltimore) designed exclusively for behavioral health clinicians. The platform combines menu-driven documentation with AI-powered assistance in a single ONC-certified system. The core ICANotes Behavioral Health EHR Platform integrates clinical charting (including SOAP, BIRP, DAP notes, treatment plans, and 100+ assessment tools), ePrescribing with PDMP checks, practice management (scheduling, patient portal, messaging), integrated telehealth, and billing/revenue cycle management. AI-powered add-ons include AI Scribe (ambient listening for auto-generated notes), AI Therapy Notes, AI Progress Notes, and AI Clinical Notes. The platform serves therapists, psychiatrists, social workers, nurse practitioners, and addiction specialists across solo practices and group practices.
Differentiator
Problem solved
Functional benefit
Products and services
- ICANotes Behavioral Health EHR Platform Comprehensive cloud-based mental health EMR and EHR software platform designed exclusively for behavioral health clinicians, combining menu-driven documentation, AI-powered assistance, telehealth, scheduling, billing, and practice management in one ONC-certified system.
- Telehealth Integrated HIPAA-compliant video telehealth platform enabling behavioral health clinicians to schedule, launch, and document virtual visits directly within the EHR without switching platforms.
- Revenue Cycle Management Services Optional outsourced revenue cycle management services providing full billing support for practices that prefer to outsource claims processing, payment collection, claim scrubbing, and revenue tracking.
- AI Scribe Ambient AI that listens to therapy sessions and automatically creates clinical notes, reducing documentation time to under 3 minutes per session.
- AI Clinical Notes Suite AI-powered documentation generation suite for behavioral health, encompassing AI Therapy Notes, AI Progress Notes, and AI Clinical Notes that auto-generate clinical narratives from session input.
- Behavioral Health Consulting Services Behavioral health consulting services for practice optimization and operational guidance for mental health practices.
Quantifiable outcome
- Complete clinical notes in under 3 minutes on average
- +5 more outcomes
Companies that use Icanotes
Customer profileNamed customers4 records
Segments9 records
Ideal customer profiles3 records
Icanotes technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability4 records
Feature8 records
Icanotes partnerships and signals
Strategic signalScale indicators9 records
Recent moves5 records
Expansion highlights5 records
Icanotes competitors and assessment
Company assessmentDirect peers
- TherapyNotes: TherapyNotes is a leading behavioral health EHR and practice management platform serving therapists, counselors, and psychiatrists. It directly competes with ICANotes for the same SMB outpatient mental health customer base.
- SimplePractice: SimplePractice is a practice management and EHR platform purpose-built for private practice health and wellness providers, including therapists. It competes head-to-head with ICANotes on solo and small group behavioral health practices.
- Valant: Valant is a behavioral health EHR and practice management platform serving outpatient mental health clinics and prescribers. It overlaps directly with ICANotes in psychiatrist, therapist, and group practice workflows.
- BestNotes: BestNotes is an EHR purpose-built for behavioral health and substance use treatment providers. It targets the same customer segments as ICANotes, including outpatient mental health and addiction treatment programs.
- Credible Behavioral Health: Credible is a behavioral health EHR serving mental health and substance use providers, including public-sector and residential settings. It is comparable to ICANotes across outpatient, inpatient, and residential behavioral health documentation.
Broad incumbents
- Tebra (formerly Kareo): Tebra is a large practice management and EHR platform serving independent practices across multiple specialties, including behavioral health. It is comparable to ICANotes as a competing SMB-focused EHR but with a broader, non-specialized portfolio.
- athenahealth: athenahealth is a large ambulatory EHR and practice management vendor used by many provider organizations. It competes with ICANotes in behavioral health-adjacent ambulatory settings, though it is not specialty-focused.
- Epic Systems: Epic is the dominant enterprise EHR for large hospital systems and academic medical centers. Its behavioral health module competes with ICANotes primarily in integrated delivery networks rather than the SMB segment.
Emerging players
- DrChrono: DrChrono (now part of EverCommerce) is a cloud-based EHR and practice management platform targeting small and mid-sized practices. It competes with ICANotes in behavioral health-adjacent ambulatory specialties.
- Abridge: Abridge is an AI-native ambient clinical documentation platform rapidly expanding across specialties including behavioral health. It represents an emerging competitive threat to ICANotes' AI scribe differentiation by offering standalone ambient documentation.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Icanotes social profiles
Digital presenceIcanotes compliance and trust
Trust signalCompliance9 records
Icanotes financial estimates
Financial estimateRevenue estimate
Valuation estimate
Icanotes leadership team
Management profileNumber of profiles
Profiles3 records
Icanotes funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Icanotes M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Icanotes
What does Icanotes do?
ICANotes is a cloud-based Electronic Health Record (EHR) and practice management platform purpose-built exclusively for behavioral health professionals. The platform combines menu-driven clinical documentation (SOAP, BIRP, DAP, treatment plans), AI-powered ambient scribe technology, integrated ePrescribing with EPCS and PDMP, telehealth, scheduling, patient portal, secure messaging, and behavioral-health-specific billing and revenue cycle management into a single ONC Cures Edition Certified system. It serves therapists, psychiatrists, psychiatric nurse practitioners, psychologists, social workers, addiction specialists, and group practices across solo and enterprise deployments.
Is Icanotes a public or private company?
Icanotes is a private company. It is classified as private equity controlled and is currently operating.
When was Icanotes founded?
Icanotes was founded in 1999. It employs 1 to 10 people.
Where is Icanotes based?
Icanotes is headquartered in Annapolis, United States, in the North America region.
How does Icanotes make money?
Two revenue lines are on record. Subscription SaaS License is the primary driver. The others are revenue Cycle Management (RCM) Services.
Who are Icanotes's main competitors?
Direct peers on record are TherapyNotes, SimplePractice, Valant, BestNotes and Credible Behavioral Health. Broad incumbents are Tebra (formerly Kareo), athenahealth and Epic Systems. Emerging players are DrChrono and Abridge.
Does Icanotes have an API?
No public API is recorded for Icanotes.
What industry is Icanotes in?
Icanotes's product category is Behavioral Health EHR Software. Its primary akta.pro industry code is HLALABAJ, Patient Engagement, Education & Messaging Platforms (portal/CRM integrated). Its NAICS code is 5182 and its SIC code is 7372.