About ICANotes
ICANotes is a Healthcare company based in Annapolis (United States) founded in 1998, and was acquired by Sheridan in January 2026. EHR software for mental health charting, scheduling, and billing services. It operates on a SaaS and B2B model. ICANotes offers products and services including Charting Software, Practice Management, Billing Software, and Telehealth Services. Its focus areas include Health Tech, EHR Software and Mental Health. Its legal entity is ICANOTES LLC. Its competitors include Osmind, Valant and CentralReach; 2 of its 3 listed competitors have raised funding.
Company details
ICANotes is a platform designed for behavioral health professionals, offering tools for efficient documentation, treatment planning, and patient care. It streamlines workflows through features like automated scheduling, secure messaging, and integrated billing, helping clinicians in outpatient and inpatient settings. The software ensures compliance with standards like HIPAA and focuses on reducing administrative tasks for better patient outcomes.
- Investors
- Acquired bySheridan
(Jan 2026)
Products & Services of ICANotes
ICANotes offers a comprehensive portfolio of products and services, including Charting Software, Practice Management, Billing Software, and Telehealth Services.
Tools for creating mental health notes and assessments
System for scheduling appointments and patient reminders
Platform for claims submission and revenue management
Secure video sessions for remote patient consultations
Apps and channels of ICANotes
its YouTube channel ICANotes has 3.21K subscribers and 30 videos.
Videos from ICANotes
The most watched videos on ICANotes's YouTube channel, ICANotes (3.21K subscribers). Click a video to play it here.
More on ICANotes.
Investors in ICANotes
ICANotes has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Sheridan Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Sheridan Capital Partners is focused on healthcare private equity investments. | sheridancp.com | Chicago, United States |
Investor details for ICANotes
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of ICANotes
29 people are tracked at ICANotes (9 in leadership, 20 in team).
| Name | Role | Group |
|---|---|---|
Courtney Kimmel | Chief Customer Officer & Partner | Leadership |
Sandy Crowley | Chief Marketing Officer & Partner | Leadership |
Mark Conrad | Chief Developer & Partner | Leadership |
Mark Lindell | Chief Software Architect | Leadership |
Taressa Core | Chief Of Staff | Leadership |
Jamie Morganstern | CEO | Leadership |
Sanjiv Patel | Vice President Of Product Management | Leadership |
Dave Fencik | Partner, Chief Software Architect | Leadership |
October Eve Boyles, MSN, BSN, RN | Chief of Clinical and Customer Operations | Leadership |
Abel Antonio D. | QA Lead | Team |
Max Petrusenko | Software Engineer II / Senior Filemaker Developer | Team |
Milos Covilo | Full Stack Engineer | Team |
Alex Cabrera | Technical Lead | Team |
Bob Barnard | R&d Leader | Team |
Ana E. Castillo Largaespada | Support Supervisor | Team |
Aleksandar Pupovac | Full-stack JavaScript Developer and Team lead | Team |
Gary Filson | Custom Forms Developer | Team |
Ana Vazquez | Operations and Process Improvement Manager | Team |
Franco Agresta González | Development Team Lead | Team |
Brian Abler | Quality Assurance / Support Representative | Team |
9 more people are available in the full profile.
Complete people profiles for ICANotes
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of ICANotes
2 dated milestones of ICANotes across 28 years, from founding to its latest funding, stage changes and deals.
- Founded ICANotes is founded.
- Exit Acquired by Sheridan.
Competitors of ICANotes
ICANotes has 3 listed competitors in our database, 2 of them funded. They include Osmind, Valant and CentralReach.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| osmind.org | 2020 | Palo Alto, United States | $57.15M | 31 | AI-based care platform for mental health | |
| valant.io | 2005 | Seattle, United States | $28.85M | 62 | Provider of a SaaS-based EHR and practice management software for mental health providers | |
| centralreach.com | 2012 | Pompano Beach, United States | 134 | Healthcare software platform for ABA therapies is provided. |
Detailed competitors of ICANotes
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of ICANotes
Websites that share an audience with ICANotes (icanotes.com).
Websites whose visitors overlap most with ICANotes. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| afiahealth.com | 99% | View details | |||
| impact-advisors.com | 99% | 14.2K | #1,752,561 | View details | |
| qualifacts.com | 98% | 94K | #405,561 | View details | |
| leonardomd.com | 82% | View details | |||
| chartlogic.com | 82% | 6.7K | #2,396,001 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 15 similar websites and full traffic analytics for ICANotes
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Digital Health & Telemedicine
3 companies that operate in the same segment as ICANotes (Digital Health & Telemedicine) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
An application is provided for comparing prescription drug prices nationwide. | 2011 | Santa Monica, California, United States | USD 22.21 M | USD 796.85 M | 1,063 | |
Healthcare appointments are booked online via Zocdoc's platform. | 2007 | New York, New York, United States | USD 425.97 M | USD 4.66 M | 1,365 | |
Alto Pharmacy is focused on providing convenient prescription delivery services. | 2015 | San Francisco, California, United States | USD 591.64 M | 802 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track β from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about ICANotes
ICANotes was founded in 1998.
ICANotes is headquartered in Annapolis, United States. It is registered at Annapolis, Maryland, United States.
ICANotes is a platform designed for behavioral health professionals, offering tools for efficient documentation, treatment planning, and patient care. It streamlines workflows through features like automated scheduling, secure messaging, and integrated billing, helping clinicians in outpatient and inpatient settings. The software ensures compliance with standards like HIPAA and focuses on reducing administrative tasks for better patient outcomes.
ICANotes's top competitors include Osmind, Valant and CentralReach.
ICANotes offers Charting Software, Practice Management, Billing Software, and Telehealth Services.
ICANotes has 1 investor. Key investors include Sheridan Capital Partners.
ICANotes operates through Icanotes Llc.
Yes. ICANotes was acquired by Sheridan in January 2026.
