Overview  

This KB article includes the new features released in ICANotes+ version v6.7. 

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, as shown below. The note reads: "Note: Setting up eRx for the Practice will be charged as a one-time fee of $99 for eRx setup."

Reverse Adjustment Functionality for Billers  

Key features include:

• Reverse Adjustment Button: The Payments/Adjustments accordion now displays the Reverse button to reverse any adjustments.
• Transaction Recording: Reversing an adjustment will create a corresponding transaction for the reversed adjustment, ensuring the Account Ledger accurately reflects the reversal.
• Confirmation Slideout: Similar to the Refund functionality for payments, a confirmation slideout will appear when reversing an adjustment. This slideout will display details about the adjustment, how it was applied, and will prompt the biller to provide a reason for the reversal.

This update aligns the adjustment reversal process with the existing refund process, providing a consistent and user-friendly experience for managing client accounts.

For an instance, let's take a look at the following example for reverse adjustment entry.

Account Ledger accordion before reversing insurance and client adjustments:

Account Payments/Adjustments accordion showing Reverse buttons for insurance and client adjustments:

When the biller clicks the Reverse button for insurance adjustment, the slide out appears as shown below. The biller can enter the comment and click the Reverse Adjustment button.

When the biller clicks the Reverse button for client adjustment, the slide out appears as shown below. The biller can enter the comment and click the Reverse Adjustment button.

When the reversal has been processed successfully, a toast message appears as shown below:

Account Payments/Adjustments accordion showing reversal entries for insurance and client adjustments: Once the entry is reversed, the Reverse button will appear disabled with the tooltip as shown below.

Account Ledger accordion after reversing insurance and client adjustments:

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

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