v6.2 Release Notes

v6.2 Release Notes

Overview 

This KB article includes the new features released in ICANotes+ version v6.2. 

 

 

Newly Designed Co-signature Workflow

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.

 

  

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. Please refer to the screen below for guidance.

 

Perform the following steps:

 

  1. Navigate to Settings from the left sidebar.
  2. Choose the Practice Settings tab at the top.
  3. Select the Service Codes Short List option from the left pane.
  4. Enter the same code with varying descriptions.

 

 

 *********************************

Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

*********************************

 

Proprietary Notice Information: This article 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 article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
    • Related Articles

    • v6.3 Release Notes

      Overview This KB article includes the new features released in ICANotes+ version v6.3. ASAM / Chemical Dependency Assessment (Return to top) ICANotes+ enables you to document information within the ASAM module, which comprises six dimensions. After ...
    • v5.15 Release Notes

      Overview This KB article includes the new features released in ICANotes+ version v5.15. Enhanced Roles & Permissions Feature With the enhanced Roles & Permissions feature, administrators now have greater control over user access to specific actions. ...
    • v6.6 Release Notes

      Overview This KB article includes the new features released in ICANotes+ version v6.6. 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 ...
    • v6.4 Release Notes

      Overview This KB article includes the new features released in ICANotes+ version v6.4. 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 ...
    • v5.23 Release Notes

      Overview This KB article includes the enhancements released in ICANotes+ version v5.23. 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 ...