v6.6.5 Release Notes

v6.6.5 Release Notes

Overview 

This knowledge base article outlines the enhancements introduced in ICANotes+ version 6.6.5. 

 

 

 

Record Cardholder Presence When Adding Credit Card Information

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.

 

This means you should select Yes if the cardholder was present when you added the credit card or made the initial transaction. Select No if the cardholder was not physically present and probably provided the details over the phone.


Reference: Click here to access Mastercard's compliance documentation

 

 

Recording Cardholder Presence upon Adding Credit Card Details via Calendar 

When adding a new credit card via the calendar, the system will prompt for cardholder presence, as shown in the screenshot below:

 

 

 

 

 

Recording Cardholder Presence upon Adding Credit Card Details via Account Ledger 

When adding a new credit card via the Billing tab > Account Ledger section, the system will ask for cardholder presence, as shown in the screenshot below:

 

 

 

 

 

Similarly, when you add a payment through the calendar or account ledger using a saved credit card that has never been used before, the system will prompt you with the question: "Is the cardholder present?" You must answer Yes or No before proceeding.


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

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 ...