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 touch shortly.
Below are the highlights of the features released in ICANotes+ version 8.6. To learn more about these features, please refer to v8.6 Release Notes.
A new checkbox has been added to the diagnosis entry screen that allows providers and billers to omit specific diagnoses from both compiled notes and claims—without removing the diagnosis from the chart.
Previously, if a client payment was applied to a specific note, the only way to remove it was by processing a refund and then collecting a new payment. Now, you can simply move the payment to unapplied credit and reassign it to a different note as needed.
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What's Next?
- Clinical Message
- In-app Reminders
- AI Note Readability
- e-fax/Kno2
- Primary Care Note
- Payment link on e-statements
Past Updates
06/03/2025 - Send Client Statements to a Mailing Partner for Print and Mail
ICANotes+ now offers the option to electronically send client statements to a trusted third-party mailing partner. The partner will print and mail the statements directly to your clients on behalf of your practice—helping you save time, reduce administrative tasks, and ensure reliable delivery. You can choose to send statements individually or in batches, depending on your practice's needs.
Click here to access the knowledge base article.
- DOB
- Last Appointment Date
- Last Appointment Status
- Last Note Date
- Automatically (default): Let the system apply the unapplied amount starting with the oldest encounters.
- Manually: You decide how much to apply to each line item.
- ClaimMD
- Trizetto
- OfficeAlly
- Clinician
- Location
- Payment Start/End Date
- Posted Start/End Date
- Transaction Type
- The Date column in the report has been relabeled to Payment Date. This change also reflects in the exported file.
- The Transaction Type field is now included in the report export.
- When you create a new chart, the dropdown list defaults to Yes.
- You can change the selection based on communication with the client.
The system now allows practice owners to transfer ownership to another user with an administrator role.
The client's account ledger now includes two new columns to display Client Adjustment and Insurance Adjustment details.
The Billing Report includes a Billing Note field, which displays notes associated with billing entries. Billers can hover over the field to view the full note. When exporting the report to PDF, CSV, or Excel, the billing note is included, ensuring all relevant billing information is retained.
The software allows billers to generate statements for clients with a remaining balance. Statements can be generated, printed, and downloaded individually or in batches. However, statements must be generated before they can be printed or downloaded.
To learn more about this feature, click here.
02/19/2025 - Medication Expiration Date Displayed on Chart Face
The Current Medications section on the chart face now displays the medication’s expiration date. If a medication does not have an expiration date, it will be labeled as Chronic.
To learn more about this feature, click here.
02/19/2025 - Search Diagnosis Codes from the Master List When Placing a Lab Order
You can now search for diagnosis codes from the master list when placing a lab order. Previously, only codes from your favorite list were available for selection. This enhancement allows you to search the full master list and select any diagnosis code.
To learn more about this feature, click here.
02/19/2025 - Copay Amount Now Supports Cents Entry
Billers can now enter copay amounts in cents when adding or updating a client’s insurance details. Previously, decimal point entries were not supported.
To learn more about this feature, click here.
02/19/2025 - Ability to Update Modifiers When Entering Service Codes
When entering service codes in notes, you can now update modifiers. These updates will reflect in the compiled note. If you add a new modifier, it will be automatically configured in the Practice Settings Modifiers Short List. New modifier codes added will initially appear without descriptions in practice settings. You can later update the description as needed.
To learn more about this feature, click here.
02/19/2025 - Managing Authorizations
The Managed Care Authorizations module in ICANotes+ helps users efficiently track and handle managed care authorizations. This feature ensures that services provided to clients are covered by their insurance, reducing billing errors. Authorizations are utilized when creating clinical notes, ensuring that visits or services are properly tracked against available authorizations.
To learn more about this feature, click here.
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02/04/2025 - Permissions for Managing Chart Flag Messages
Chart Flag Messages are now permission-based, allowing only authorized users to view or manage them.
To learn more about this feature, click here.
02/04/2025 - Enhancements to the Billing Report
The Billing Report has been upgraded with additional columns and a redesigned user interface to streamline usage.
To learn more about this feature, click here.
02/04/2025 - Preventing Automatic Report Generation
Previously, the Aging by Service Date Report generated automatically upon accessing the Reports screen. Now, the landing screen allows you to select a report from the dropdown menu before proceeding.
To learn more about this feature, click here.
02/04/2025 - Collecting Insurance Payments via Credit Card
ICANotes+ now allows billers to collect insurance payments using credit cards.
To learn more about this feature, click here.
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01/21/2025 - Email Confirmation for Appointments Scheduled via Quick Share Link
Clients will now receive an email confirmation when they request an appointment using the Quick Share Link. Previously, email acknowledgments were sent only when the 'Automatically Confirm Appointments' flag was enabled. With this update, an email confirmation will also be sent when the flag is disabled.
To learn more about this feature, click here.
01/21/2025 - Display 'Billing Note' on the Aging by Service Date Report
In the previous release, we introduced the Billing Note feature in the Billing Worklist, allowing billers to add notes directly from the Billing Worklist tab. With this update, billing notes will now be displayed on the Aging by Service Date report. The billing note will also be included when the report is exported to PDF, CSV, or Excel.
To learn more about this feature, click here.
01/21/2025 - Configure Timely Filing Limit for Payers
You can now configure timely filing limit for payers based on state-specific rules and regulations. This ensures claims are submitted within the required timeframe. Claims exceeding this limit will be flagged on the billing worklist. Additionally, you can enable a setting to receive notifications a few days before the filing period expires.
In this release, the configuration for setting timely filing limits is available on the Add/Edit Insurance screen. Its impact on the billing worklist, reports, and notifications will be introduced in future releases.
To learn more about this feature, click here.
01/21/2025 - View Insurance Details Without Expanding the Insurance Panel
The software now displays primary and secondary insurance details directly on the Insurance panel within the Billing tab. This enhancement allows billers to quickly review insurance information without needing to expand the panel.
To learn more about this feature, click here.
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01/03/2025 - The New Chart Flag Message Feature
The Chart Flag Message feature enables practice users to set client-specific reminders for clinicians and staff. A flag icon appears next to the client’s name on their chart, which opens a screen to create a new chart flag message. If a message has already been created by another user, it can be viewed by clicking the same icon. This feature also offers options to snooze messages for a chosen duration and set priority levels. Additionally, a centralized location is available for managing chart flag messages for all clients.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.10. To learn more about these features, please refer to v7.10 Release Notes.
01/03/2025 - Receive Lab Results Electronically for Orders Not Placed Through ICANotes+
ICANotes+ now supports receiving electronic lab results for orders not placed through the system. These results will appear in the Unsolicited Results tab, where you can map them to the appropriate client. Once mapped, the results can be viewed directly from the client's chart.
Please reach out to our customer support team to configure the necessary settings for this feature.
To learn more about this feature, click here.
01/03/2025 - Add a 'Billing Note' in the Billing Worklist
You can now add and manage billing notes directly within the Billing Worklist. This feature is available on both the Unbilled Encounters and Billed Encounters tabs.
To learn more about this feature, click here.
01/03/2025 - Enhanced Aging by Service Date Report
The Aging by Service Date Report has been updated with the following improvements:
- New 'No Grouping' Option - A new No Grouping option is now available in the Group By dropdown menu. When this option is selected, the report will display data without group headers.
- Display of Unapplied Payments - The report now displays unapplied payments beneath the client’s date of birth.
To learn more about this feature, click here.
01/03/2025 - Insurance Payers Added to the Demographics Report
The Demographics Report now includes insurance payer details for clients. The following new columns have been added to the report:
- Primary Insurance
- Secondary Insurance
- Other Insurance
These columns are also included when exporting the report to CSV, Excel, or PDF formats.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.9. To learn more about these features, please refer to v7.9 Release Notes.
12/12/2024 - New Permission to Generate Invoice
A new permission 'Generate Invoice' has been added in the Billing section to control access to generating invoices. Users must have this permission to generate invoices from the Billing tab or within a Note. Users without this permission will see a restriction tooltip when they hover over the Generate Invoice option.
To learn more about this feature, click here.
12/12/2024 - Added Permission to Edit Client Balance
In the previous release, a feature was introduced allowing users to edit client balances in the Account Ledger section. In this release, the feature has been updated to include permission-based access. Now, only authorized users can edit client balances. A new permission, 'Edit Client Balance from Account Ledger' has been added to the Roles & Permissions section. Users without this permission will receive a toast notification informing them they are not authorized to edit client balances.
To learn more about this feature, click here.
12/12/2024 - Integration with the 'Etactics' Clearinghouse for Insurance Eligibility Verification
In the previous release, the Etactics clearinghouse was introduced, allowing practices to submit claims and download remittances. With this release, users can now also verify clients' insurance eligibility through the clearinghouse.
12/12/2024 - Resizing Columns for Enhanced Data Visibility
In ICANotes+, you can now adjust the width of table columns to improve data visibility. The columns will reset to their default width when you refresh the page or navigate away and return. To resize a column, hover your cursor between two column headers and drag it left to narrow or right to widen the column.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.8. To learn more about these features, please refer to v7.8 Release Notes.
11/26/2024 - View Permissions in Alphabetical Order
The Roles & Permissions page now organizes permissions alphabetically, making it easier to locate them quickly.
To learn more about this feature, click here.
11/26/2024 - View the Most Recent Notifications at the Top
Notifications are now displayed with the most recent ones at the top for easy access.
To learn more about this feature, click here.
11/26/2024 - New Clearinghouse for Claim Submission
ICANotes+ is now integrated with the Etactics clearinghouse, enabling practices to submit claims and download remittances. To activate this new clearinghouse for your practice, please contact our customer support team.
11/26/2024 - Adjusting Client Balances in the Account Ledger
Billers can now directly adjust client balances within the Account Ledger section using a new pencil icon in the Client Balance column. This feature ensures that when the client balance is updated, the insurance balance is automatically adjusted.
To learn more about this feature, click here.
11/26/2024 - New Permission to View Invoices and Superbills
A new permission 'View Invoice and Superbill' has been added in the Billing section to control access to viewing invoices and superbills. Users must have this permission to view invoices and superbills from the Billing tab, Documents tab, or within a Note. Users without this permission will see a restriction tooltip when they hover over the View Invoice or View Superbill options.
To learn more about this feature, click here.
11/26/2024 - New 'Next Responsibility' Field in ERA and Manual Posting Worklist
ICANotes+ introduces a new feature that lets you allocate the remaining balance to the primary payer, secondary payer, or client. To support this functionality, the Next Responsibility dropdown has been added to both the ERA Worklist and Manual Posting Worklist. This dropdown is available for records with Not Ready and Ready to Post statuses.
To learn more about this feature, click here.
11/26/2024 - View Subtotal and Grand Total on the Aging by Service Date Report
The Aging by Service Date Report now includes a Subtotal and Grand Total column on the far-right side of the report.
The Subtotal and Grand Total values will also be included when exporting the report to Excel or PDF.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.7. To learn more about these features, please refer to v7.7 Release Notes.
11/12/2024 - New Billing Permissions Added
In the client’s chart, the following panels within the Billing section are now permission-based. Only authorized users will have access to these details when expanding each panel:
- Invoicing
- Account Ledger
- Account Payments/Adjustments
To learn more about this feature, click here.
11/12/2024 - Payer Rules - Improved Clarity in the Rule with Field Prefixes
Previously, when creating a payer rule, the sentence format did not clearly specify which details were being referenced. For example, a rule created to replace the "Billing NPI" would only display "NPI" in the rule, making it unclear if it referred to the Billing NPI, Rendering Provider NPI, or Referring Provider NPI. Now, the exact detail will appear within the rule.
To learn more about this feature, click here.
11/12/2024 - Restricted Creation of ICANotes+ Accounts Using Disposable Email Addresses
ICANotes+ now prevents users from creating accounts with disposable email addresses. If a user attempts to sign up with any temporary email providers, they will be prompted to use a different email address. This restriction applies to signing up for new user accounts, inviting users, sending patient portal invitations, creating charts, and adding client contact details.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.6. To learn more about these features, please refer to v7.6 Release Notes.
10/29/2024 - Therapy Group: Compile and Sign All Notes Together
You can now compile and sign all notes simultaneously in therapy groups, especially useful when there are multiple participants. Instead of compiling and signing notes for each participant individually, this feature allows you to do so for all participants at once, streamlining the documentation process and improving efficiency.
To learn more about this feature, click here.
10/29/2024 - Therapy Group: Navigation Options
You can now easily navigate back to the therapy group session after accessing a compiled note. A new Return to Therapy Group Session button has been added to the compiled note screen, enabling smooth navigation.
To learn more about this feature, click here.
10/29/2024 - Lab Orders: Remove Failed Orders Feature
A new Remove Lab Failed Orders button has been added to the Lab Orders page, allowing users to quickly remove all electronic lab orders marked with a "failed" status. This feature streamlines the management of lab orders by enabling users to easily clear failed orders, helping maintain an organized and up-to-date view of both pending and completed orders.
To learn more about this feature, click here.
10/29/2024 - Availity: New Clearinghouse for Insurance Eligibility Verification
ICANotes+ is now integrated with the Availity clearinghouse, enabling practices to verify clients' insurance eligibility as well as submit claims and download remittances. To activate this new clearinghouse for your practice, please contact our customer support team.
10/29/2024 - Ability to Submit Claims to the Secondary Payer
ICANotes+ enables you to submit claims to secondary payers, with the option to include/exclude payment details from the primary payer.
Please ensure that the payment details are recorded through ERA/MPP before submitting a claim to the secodnary payer.To enable the option to submit claims to secondary payers, please reach out to our customer support team.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.5. To learn more about these features, please refer to v7.5 Release Notes.
10/15/2024 - Therapy Group - Access to Previous Notes
In the Group Therapy Progress Note screen, when generating notes from a therapy group and accessing the work area of a specific note, you have the option to move through notes sequentially using the Continue to Next Note button. With this release, a new Continue to Previous Note button has been added, allowing you to easily navigate back to review previous notes. This enhancement improves the ability to reference prior notes during the documentation process.
To learn more about this feature, click here.
10/15/2024 - Allocating Client Payments to Outstanding Charges
ICANotes+ enables you to easily allocate client payments to outstanding charges, starting with the oldest date of service. The newly added "Distribute" button, located in the Account Payments/Adjustments tab, allows you to efficiently apply unapplied payments. This feature streamlines the process of distributing unapplied client payments across outstanding balances.
To learn more about this feature, click here.
10/15/2024 - Include Secondary Payer when Submitting Claims to Primary
By default, when submitting a claim to the primary payer, the system will also send the secondary payer details. However, if you prefer not to include secondary payer information, you can opt out.
In the Unbilled Encounters tab, scroll to the right to find the Include P/S column. This allows you to uncheck the box for the secondary payer. To include the secondary payer details when submitting to the primary payer, simply leave the checkbox selected.
To learn more about this feature, click here.
10/15/2024 - New Feature: Claim Rebill Process
We have introduced a Claim Rebill feature in ICANotes+, streamlining the process of resubmitting corrected or rebilled claims without the need to manually access the clearinghouse portal. This feature allows users to efficiently create and submit rebills directly from the Billing Worklist.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.4. To learn more about these features, please refer to v7.4 Release Notes.
10/02/2024 - Added New 'Puerto Rico' Option to State Dropdown
Clients signing up for ICANotes+ will now see 'Puerto Rico' as an available option in the State dropdown. This option is also available for existing clients when updating their practice information. The 'Puerto Rico' option can be selected on the following screens where users can choose their state.
To learn more about this feature, click here.
10/02/2024 - Added New "Unapplied Amount" Column in Billing Tab
We have introduced a new column titled Unapplied Amount in the Billing tab > Account Payments/Adjustments panel to provide greater transparency over payment distribution. This column helps users easily identify if a portion of a payment remains unapplied or has been fully distributed to associated charges. This update ensures that all users have a clear understanding of how payments are applied and can quickly identify any unapplied amounts across various payment sources.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.3. To learn more about these features, please refer to v7.3 Release Notes.
09/19/2024 - The New Denials Report
The new Denials Report is designed for individuals responsible for processing denied claims. This report enables users to view all denied claims in detail, allowing for efficient follow-up, corrections, and rebilling processes. To access the Denials Report, users must be granted the appropriate permissions.
This report helps streamline the denial management process, making it easier to identify, correct, and rebill denied claims efficiently.
To learn more about this feature, click here.
09/19/2024 - The New Claim Submission Report
The new Claim Submission Report is designed to assist billers with tracking and reviewing details of submitted claim batches. This new report allows users to efficiently research claims, ensuring they have clear visibility into both successful and failed submissions. To access the Claim Submission Report, users must be granted the appropriate permissions.
This report enhances transparency and efficiency in managing claims, allowing for better follow-up and ensuring a smoother claims submission process.
To learn more about this feature, click here.
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09/17/2024 - The New 'Therapy Group' Feature
The Therapy Group feature in ICANotes+ is a comprehensive tool designed for managing group therapy sessions. Accessible only to authorized users, this feature allows for the creation, modification, and deactivation of therapy groups. Users with the appropriate permissions can also manage therapy group sessions, including adding and removing participants, assigning service codes, and tracking attendance.
Once a therapy group is created, users can configure group details, such as appointment types and participant lists, based on their security access. The Therapy Group feature integrates seamlessly with the Calendar, ensuring that any updates made in the Therapy Group module or Calendar are synchronized. This allows for streamlined scheduling, session management, and note generation, all while maintaining accurate participant records.
Whether you're configuring therapy groups, scheduling appointments, or tracking attendance, the Therapy Group feature provides the necessary tools to ensure efficient management of group therapy within ICANotes+.
To learn more about this feature, click here.
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08/22/2024 - Below are the highlights of the features released in ICANotes+ version 7.1. To learn more about these features, please refer to v7.1 Release Notes.
Streamline Your Electronic Lab Orders with Favorite Test Selection
When placing an electronic lab order, you can now select tests from your favorites list. To do so, you must first configure your favorites list. This feature allows you to place orders more quickly than selecting tests individually.
To learn more about this feature, click here.
Capture Manual Signatures on Notes and Treatment Plans
In addition to capturing electronic signatures, you can now capture manual signatures on notes and treatment plans.
When compiling a note or treatment plan, you will find an option labeled Include blank signature lines for print in the right pane. By selecting this checkbox, blank signature lines will be added to the bottom of the notes and treatment plan.
After printing, you can manually collect signatures from the relevant individuals, such as clinicians, clients, parents/guardians, or others.
To learn more about this feature, click here.
Allowed Hyphen Usage in Authorizations to Prevent Claim Rejections
To prevent claim rejections due to missing hyphens in authorizations, the system now allows billers to include hyphens in authorizations.
To learn more about this feature, click here.
New Group By Option for Aging by Service Date Report
We have added a Group By option to the Aging by Service Date Report. This enhancement allows billers to organize report details by client, clinician, payer, service code, and service location. Additionally, multiple parameters can be combined for grouping. The available options in the Group By dropdown are:
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 7.0. To learn more about these features, please refer to v7.0 Release Notes.
08/07/2024 - New "Aging by Service Date" Report
The new Aging by Service Date Report is designed to help billers manage outstanding balances more effectively. This report allows billers to view charges with outstanding balances and track how long they have been outstanding, based on the service date.
To learn more about this feature, click here.
08/07/2024 - Ability to Create Payer Rules
ICANotes+ now empowers billers to manage payer rules, allowing users to handle custom business rules for their practice with greater ease and flexibility.
This enhancement allows users to define and manage the specific rules required by payers for proper claim processing, ensuring compliance and improving the success rate of claim submissions.
To learn more about this feature, click here.
08/07/2024 - Populate the Payer List from the Inovalon Clearinghouse Portal
ICANotes+ now automatically populates the payer list from the Inovalon clearinghouse portal. When adding a new payer, there is no need to manually enter the payer name. As you begin typing, a list of payers from the Inovalon clearinghouse will appear, allowing you to select the appropriate payer.
This feature applies to practices configured to use Inovalon as their clearinghouse.
To learn more about this feature, click here.
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Below are the highlights of the features released in ICANotes+ version 6.11. To learn more about these features, please refer to v6.11 Release Notes.
07/24/2024 - Ability to Post Payment for the Claim Submitted Outside ICANotes+
Practices using a system other than ICANotes+ to submit claims can now post payments within ICANotes+ to those encounters. This includes submitting claims through insurance portals, paper claims, etc. The practice user must mark the encounter as billed, which will move it to the Billed Encounters list.
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Below are the highlights of the features released in ICANotes+ version 6.10. To learn more about these features, please refer to v6.10 Release Notes.
07/10/2024 - Introduced Medical Record Number (MRN) Field - A Unique Identifier
We are excited to announce the addition of the Medical Record Number (MRN) field in ICANotes+. This automatically generated field serves as a unique identifier for every chart, ensuring each client has a distinct identity. The MRN field is immutable, enhancing communication and coordination within the practice.
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Below are the highlights of the features released in ICANotes+ version 6.8. To learn more about these features, please refer to v6.8 Release Notes.
06/11/2024 - Use the Billing Address same as the Practice Address when Subscribing to ICANotes+
When subscribing to ICANotes+, you can now enter the billing address to match the practice address by clicking the provided button. On the Billing Address screen, you will find a new button labeled "Same as Practice Address." You can click this button to automatically fill the billing address fields with the practice address.
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Below are the highlights of the features released in ICANotes+ version 6.7. To learn more about these features, please refer to v6.7 Release Notes.
05/31/2024 - Displayed Note for eRx Setup Fee
Administrators will now see a note on the eRx Setup and Identity Verification page regarding the one-time eRx setup fee. When they navigate to Personal Preferences > E-prescribing tab > Setup & Identity Verification section, a note appears at the top of the screen. The note reads: "Note: Setting up eRx for the Practice will be charged as a one-time fee of $99 for eRx setup."
05/31/2024 - Reverse Adjustment Functionality for Billers
Billers now have the ability to reverse adjustments applied to a client account, ensuring that any mistakenly added adjustments can be accurately removed. This enhancement ensures that the Account Ledger charges and Account Summary are precise.
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Below are the highlights of the features released in ICANotes+ version 6.6.5. To learn more about these features, please refer to v6.6.5 Release Notes.
05/29/2024 - Record Cardholder Presence When Adding a Credit Card Details
To meet Mastercard's compliance requirements, ICANotes+ will now prompt you with a question whenever you add a new credit card: "Is the cardholder present?" You must answer Yes or No before continuing. This question will also appear for saved cards that have not yet been used for transactions. This procedure helps us ensure secure credit card transactions.
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Below are the highlights of the features released in ICANotes+ version 6.6. To learn more about these features, please refer to v6.6 Release Notes.
05/13/2024 - Enhanced Appointments Report to Display Client's Preferred Phone Number
We have upgraded the Appointments Report to include the display of client's preferred phone number. Now, when viewing the report, you will have access to this information at a glance. Furthermore, when exporting the report to PDF, Excel, or .csv formats, the client's phone number will also be included for comprehensive accessibility.
05/13/2024 - Encounter Date Label Renamed to Date on All Notes
In this update, we have made a change to the labeling of dates on notes. Previously, the label "Encounter Date" was displayed in the header and footer of compiled notes. We have now streamlined this label to simply "Date." This change has been applied universally across all notes.
05/13/2024 - Ability for the Administrators to Configure Billing Rates for Clinicians
Administrators now have the capability to set up billing rates for clinicians through the Settings menu under Revenue Cycle Management > Clinical Billing Rates. Clinicians can conveniently access these rates via Personal Preferences > Revenue Cycle Management > Clinical Billing Rates. Any adjustments made by administrators will be reflected in clinicians' personal preferences, and vice versa. If either party attempts to modify the billing rate for a service code associated with existing notes, a confirmation message will prompt to apply the updated rate to unfinished notes.
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Below are the highlights of the features released in ICANotes+ version 6.5. To learn more about these features, please refer to v6.5 Release Notes.
04/30/2024 - View Co-signature Requests Sent to Other Clinicians
Users can now view co-signature requests sent to other clinicians, subject to their assigned permissions. A new permission, "View Other Clinicians' Co-Signature Requests," has been added under Practice Settings > Roles & Permissions to enable this functionality. Only users granted this permission can access and view co-signature requests sent to other clinicians.
04/30/2024 - Lab Order Enhancements
The Labs feature has undergone enhancements, as detailed below:
- The Draw Date and Draw Time fields have been renamed to Collection Date and Collection Time respectively.
- At the order level, you can now select the Collection Date when creating a lab order.
- A new option called Order Level Instructions has been introduced for recording instructions on the requisition when creating a lab order.
- While placing a lab order, you can now select one primary and one secondary insurance. The system will then include insurance details along with guarantor details for the respective insurances on the order.
04/30/2024 - View Chief Complaints Properties on the Complete Evaluation Note
The system has been upgraded to showcase chief complaints as shrub content within the Complete Evaluation Note. In order to view chief complaints on the note, it's essential to perform initial configuration.
04/30/2024 - Review Denials and Negative Balances on Claims
The ERA Worklist has been enhanced to alert billers about denials and negative balances on claims. In the ERA Worklist, expanding payer details reveals an info icon next to the client name. Hovering over this icon notifies you to review denials/negative balances on the claim. Similarly, expanding client details reveals the info icon next to services with denials/negative balances. Billers can then review and make necessary corrections before resubmitting claims.
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Below are the highlights of the features released in ICANotes+ version 6.4. To learn more about these features, please refer to v6.4 Release Notes.
04/12/2024 - Enhancement: Prevent Deletion of Notes with Applied Payments or Adjustments within Charges
In instances where a note is associated with one or more charges that have payments or adjustments applied, the system will now restrict the deletion of such notes. A notification will be displayed when attempting to delete the note, indicating that payments or adjustments have been applied to one or more charges. To proceed with deletion, it is necessary to refund payments or reverse adjustments, applied if any.
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Below are the highlights of the features released in ICANotes+ version 6.3. To learn more about these features, please refer to v6.3 Release Notes.
04/02/2024 - ASAM / Chemical Dependency Assessment
ICANotes+ enables you to document information within the ASAM module, which comprises six dimensions. After recording details for each dimension, you can generate and preview the note from the Recommendation tab. Within this tab, you can enter diagnosis codes, service codes, offer recommendations, document time spent, and insert the highest risk ratings. These entries will subsequently be incorporated into the compiled note.
To learn more about this feature, please refer to our ASAM / Chemical Dependency Assessment Knowledge Base article.
Electronic Labs and Results
ICANotes+ enables you to electronically place orders and receive results. After successfully integrating with the desired labs, coordinate further configuration with our customer support team. Once the connection is established, you will see an option to place electronic orders when creating a lab order. You can print a requisition after the order is confirmed by the lab. After the lab processes your order and sends back the result, you can access it from the Lab Results screen. You can mark the result as reviewed and map it with the desired notes within ICANotes+. Results can also be accessed from the Documents tab within the chart room.
To learn more about this feature, please refer to our Electronic Lab Orders and Results Knowledge Base article.
04/02/2024 - Conditional Display of First and Last Name Fields Based on eLabs Activation
In this release, we're introducing a new capability that controls the visibility of the "First Name (as listed in the NPI registry)" and "Last Name (as listed in the NPI registry)" fields within the Personal Preferences > Personal Information > Identifiers section. These fields will now only be displayed when the "Electronic Labs and Results" feature is activated for the practice.
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03/29/2024 - Batch Manual Payment Posting
ICANotes+ provides the flexibility to enter payments and adjustments manually in cases where electronic files are not received. Through this feature, users can accurately record payments and adjustments using the ERA report, ensuring that insurance payments and adjustments are correctly allocated and distributed across designated accounts.
To learn more about this feature, please refer to our Batch Manual Payment Posting Knowledge Base article.
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Below are the highlights of the features released in ICANotes+ version 6.2. To learn more about these features, please refer to v6.2 Release Notes.
03/13/2024 - Co-signature
Providers now have an ability to request co-signatures from fellow providers for their notes. After creating, compiling, and signing a note, the sender can initiate a co-signature request. The recipient providers will then see the note in their pending co-signatures list and can sign it. Once all co-signatures are obtained, the note is removed from the pending list. If multiple providers are requested to co-sign, the sender can view all signatures on the note with timestamps.
To learn more about this feature, please refer to our Co-signature Knowledge Base article.
03/13/2024 - Enhanced Feature: Recording Service Code Instances with Identical Numbers
Previously, the system restricted the recording of duplicate service codes. Now, you have the flexibility to add multiple instances of the same service code, provided they have distinct descriptions.
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02/28/2024 - Discharge Summary
ICANotes+ enables you to generate discharge summaries for your clients from the compiled notes. When you compile any notes other than the Clinical Summary and Treatment Plan, you can see an option to create a discharge summary within the compiled notes. The Discharge Summary feature allows you to document information such as care summary, assessments, narratives, discharge instructions, referrals, follow-up instructions, and the care team associated with the clients.
To learn more about this feature, please refer to our Discharge Summary Knowledge Base article.
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Below are the highlights of the features released in ICANotes+ version 6.1. To learn more about these features, please refer to v6.1 Release Notes.
02/28/2024 - Enhancements to 'Lab Order Requisition'
When printing the lab order requisition, you can now find the following details: Phone, Fax, Lab Name, Lab Account Number, Ordering Provider NPI, Diagnosis Code and Description.
02/28/2024 - Improved Client Portal Experience
We've introduced significant improvements to our client portal module, offering a range of new features:
- The expiration period for login invitations has been extended from 48 hours to 7 days.
- Discover new tags, such as No Portal Access, Pending, Expired, and Accepted, within the Communications tab.
- Easily locate the 'Resend Invite' link for expired invitations directly within the Chart Owner box.
02/28/2024 - Permission-Based Access to Reports
Access to reports is now controlled by roles and permissions. Only authorized users can access the reports.
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02/12/2024 - Assign Permission to Access Reports
In the Roles and Permissions section, you will now discover a new authorization for accessing reports. Users must be granted appropriate permissions to access these reports. If users without permissions attempt to access reports, they will encounter an error message. Refer to our Reporting in ICANotes+ KB article for more details.
02/12/2024 - The New Electronic Remittance Advice (ERA) Feature for Auto Posting Payments
When you upgrade to the Practice Management (PM) feature, you can easily submit electronic claims and post electronic remittance advice from insurance companies. Refer to our Electronic Remittance Advice (ERA) Knowledge Base article for more details.
Related KB article: Setup to Submit and Post ERAs
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Below are the highlights of the features released in ICANotes+ version 5.23. To learn more about these features, please refer to v5.23 Release Notes.
01/30/2024 - Lab Results Integration with Notes
With this software update, you now have the ability to link lab results directly to client notes. If the required notes are not found in the existing list, leverage this feature to create new notes and seamlessly connect them to the received lab results.
01/30/2024 - New "Eligibility ID" Field for Insurances
When initiating a request for insurance eligibility verification through a clearinghouse, a unique ID is essential for transmitting your request. ICANotes+ now allows you to customize the Eligibility ID uniquely for each insurance provider. This ID is utilized during the transmission of eligibility requests to insurance companies.
01/30/2024 - Ability to Add Custom Problems in Treatment Plan
The software now allows you to add custom problems in Treatment Plan.
01/30/2024 - Added ICD10 Diagnosis Codes
The system is now enhanced with some more ICD10 Codes.
01/30/2024 - Removed Transaction Type Column from the ERA Worklist
The Transaction Type column is removed from the ERA Worklist screen. When you navigate to Dashboard > Payments Worklist > ERA Worklist tab, the Transaction Type column will no longer appear on the screen.
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Below are the highlights of the features released in ICANotes+ version 5.22. To learn more about these features, please refer to v5.22 Release Notes.
01/16/2024 - Edit Results with 'Final' Status
Previously, users were unable to edit results once the status was changed to 'Final'. Now, the system permits users to edit results even when they have a 'Final' status.
01/16/2024 - Copay is Now Optional When Adding an Insurance
Previously, when you added insurance for the client, it was mandatory to record copay. Now, the system allows you to add insurance without entering copay.
01/16/2024 - Added ICD10 Diagnosis Codes
The system is now enhanced with some more ICD10 Codes.
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12/29/2023 – Manual Labs Orders/Results
ICANotes+ enables practice users to manually submit lab orders to external laboratories. Users have the capability to place orders for multiple tests simultaneously. After placing the orders and obtaining the results, they can manually input the test results. Additionally, users can print requisitions when placing lab orders.
To learn more about this feature, please refer to our Manual Lab Orders and Results Knowledge Base article.
12/29/2023 – Clinical Summary
ICANotes+ enables practice users to generate clinical summaries for their clients. Much like other notes, users can construct a clinical summary, compile it, and capture the clinician's electronic signature. Clinicians have the ability to input narratives that will be included in the compiled note. Within the clinical summary, users can incorporate medical history, diagnoses, adverse drug reactions, medications, and vital signs.
To learn more about this feature, please refer to our Clinical Summary Knowledge Base article.
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12/20/2023 – Accept / Decline Appointments via Client Portal
The clients can now accept / decline the appointments from their portal. When the clients log on to their portal, they can see the appointments you have created for them in the Upcoming Appointments section with the Accept and Cancel buttons.
12/20/2023 – Manage Clinical Team by Client
The administrators can now efficiently manage the clinical team by clients. Previously, the administrators could add clinical team only when accessing the client's chart. This enhancement allows them to add clinical team members from the centralized location (Caseload Security section) that reduces their time and efforts. The administrators can also modify the principal clinician from the Caseload Security section.
12/20/2023 – New "Payments / Adjustments Report"
The new Payments/Adjustments Report enables the users to generate a detailed report of client and insurance payments and adjustments. This detailed report aids in conducting thorough investigations of any discrepancies, ensuring accurate recording of all received payments to respective accounts and verifying the completion of necessary adjustments. Additionally, it facilitates efficient follow up on account balances and enables necessary adjustments to be made.
To learn more about above features, please refer to v5.20 Release Notes.
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12/11/2023 – Caseload Security Feature
The Caseload Security feature provides three customizable options for chart access for clinicians. Clinicians can either be granted access to all activities in shared charts within their clinical team, as determined by the client's Chart Face assignment. Alternatively, their access can be limited to only their own activities in the charts they are assigned to. Administrators retain unrestricted access to all charts and are not bound by these access settings.
To learn more about this feature, please refer to our Caseload Security Knowledge Base article.
12/08/2023 – New Treatment Plan
The Treatment Plan is redesigned with new user interface and flexibility that allows the users easily navigate within Treatment Plan items and record manifestations, long term goals, short term goals, interventions, strengths, and barriers. When you record shrub content in the respective section, it appears in the yellow card where you can make necessary changes to display them in the preview pane.
To learn more about this feature, please refer to the Treatment Plan Knowledge Base articles.
11/13/23: Permission to Access Practice Settings
Administrators now have the capability to grant practice users access to the Settings option in the left sidebar and allow them to manage the Account Management tab. When creating or updating a role in Roles & Permissions, you'll now find the following new permissions:
- Access Settings on Left Sidebar
- Access & Manage Account Management Tab
11/13/23: Practice Logs for Roles & Permissions Feature
When administrators make modifications to roles and permissions, the system will now automatically log and display these updates in the Practice Logs section.
10/25/23: New Roles & Permissions feature
The New Roles & Permissions feature empowers practice administrators to assign access rights for practice users. They have the capability to grant specific permissions to practice users, enabling them to carry out designated actions. The practice administrators who wish to establish a fresh role and allocate precise permissions like note creation, note deletion, access to billing reports, and so forth, they can seamlessly achieve this using the newly introduced feature.
To learn more about this feature, please refer to our Managing Roles and Permissions Knowledge Base article.
9/11/23: Integrated Intake Feature
ICANotes+ allows you to automatically populate the details in the Progress Note for the questions that are answered by your clients while filling out the pre-screening forms. Click here to explore more on the Integrated Intake Feature.
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
Proprietary Notice Information: This document is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this document is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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