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Freezing a Client's Account
Overview You can freeze a client’s account in ICANotes+. Freezing an account is useful in situations where you need to temporarily restrict a client’s activity—such as when there is a significantly overdue balance, pending billing review, or an ...
Client Account Ledger Overview
Overview This Knowledge Base guide demonstrates how ICANotes+ users can access a client's account (including charges, payments and balances) in order to respond to client inquiries, track the charges for the client and review actions taken on those ...
Add Payment or Adjustment from Account Ledger
Overview The add payment or adjustment feature allows clinicians to manually record a payment or adjustment from the account ledger. This could be used to apply a payment/adjustment on a single date or across multiple dates allowing long-standing ...
ICANotes+ FAQs
Overview This knowledge base article comprises frequently asked questions (FAQs) regarding the diverse features offered within ICANotes+. Connecting to ICANotes+ Question 1: If I can't find a button to proceed in any of the steps, what should I do? ...
ICANotes+ Updates
What's New? Recent enhancements to ICANotes+ are described below. Visit our searchable Knowledge Base for more detailed guides. Can't find what you're looking for? Please call Customer Support at 443-203-5857 or submit a ticket and someone will be in ...