Overview

This KB article includes the new features released in ICANotes+ version v6.5. 

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.

For example, in the scenario provided, a user has sent a co-signature request to clinician Chris Jordan and administrator John Smith.

When the administrator (John Smith) accesses the Dashboard to view co-signature requests, it will display as depicted below. However, if administrators wish to view co-signature requests sent to other clinicians, they can choose the clinician from the dropdown menu, as illustrated below, to access co-signature requests sent to them.

In this instance, the administrator (John Smith) has the capability to access co-signature requests directed to the clinician (Chris Jordan). Please see the screen below for reference.

To grant permission for viewing co-signature requests sent to other clinicians, navigate to Settings > Practice Settings > Roles & Permissions. 

In the Dashboard section, check the box labeled "View Other Clinicians' Co-Signature Requests," as demonstrated below. Administrators will automatically possess this permission.

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.

These enhancements are illustrated with the screenshots provided below:

When you view the order details from the Lab Orders tab, you can find the Collection Date and Collection Time fields as highlighted in the screen below.

On the Create Lab Order tab, locate the new Collection Date field as shown below that allows you to select the date at order level.

The Collection Date will appear on the requisition as highlighted in the screen below.

On the Create Lab Order tab, locate the new Order Level Instructions button as shown below.

Clicking the Order Level Instructions button opens the following screen. Enter the desired instructions that you want to print on the requisition.

The order level instructions will appear on the requisition as highlighted in the screen below.

On the Create Lab Order tab, the Bill To dropdown now allows you to select multiple insurances. You can select one primary and one secondary insurance while placing a lab order, as highlighted in the screen below.

On the requisition, the primary and secondary payer details will appear as shown in the screen below.

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.

To configure chief complaint properties:

1. Click the arrow beside the logged-in username in the top right corner.
2. Select"Personal Preferences."
3. Navigate to the "Note Settings" tab at the top.
4. From the left pane, select the "Chief Complaint" option.
5. Select one or more chief complaint properties to include on the note.

Note: The system has been enhanced to include the chief complaint properties on the note when utilizing the standard intake workflow via the client portal.

After configuring the chief complaint properties, the system will automatically generate a shrub content, displayed on the Complete Evaluation Note as illustrated below.

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.

What does Negative Balance mean?

When the ERA payment is applied, it might lead to a negative charge balance. This could happen due to various reasons like duplicate or manually posted payments. In such situations, you have the choice to refund the manual payment before posting the claim payment or exclude (omit) the claim payment to avoid a negative charge balance. Alternatively, you can opt to proceed with the claim payment as it is which will produce a negative charge balance when the ERA is posted.

Refer to the following screens to review Denials:

Find the information icon positioned next to the client's name and hover over the icon to review a tooltip regarding denials that require review. 

When expanding the client section, look for the information icon next to the service code and hover over the icon to review a tooltip about denials that require review. 

Refer to the following screens to review Negative Balances:

Find the information icon positioned next to the client's name to receive notifications regarding negative balances that require review. 

When expanding the client section, look for the information icon next to the service code to receive notifications about negative balances that require review. Upon scrolling to the right, you'll find the negative balance highlighted in the screen below: 

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Need additional assistance?

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Text: 866-301-0085

Email: ticket@icanotes.com

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