Overview

ICANotes+ version 7.12 introduces new features and enhancements to improve functionality and user experience.  

Permissions for Managing Chart Flag Messages 

Chart Flag Messages are now permission-based, allowing only authorized users to view or manage them.

To grant permissions for chart flag messages, navigate to Settings > Practice Settings > Roles & Permissions and edit the desired role.

Expand the Chart Flags section to locate the permissions:

• Manage Chart Flags: Enables users to manage chart flag messages. Users with this permission can enter or modify messages, assign priorities, and select users.  
• View Chart Flags: Grants users the ability to view chart flag messages.  

Users without the View Chart Flags permission will see a restriction message when attempting to view chart flags. 

Users without the Manage Chart Flags permission will encounter restriction messages when trying to:

• Modify chart flag messages.
  
• Change priorities.
  
• Update the user list.

Restriction message when trying to modify chart flag message

Restriction message when trying to change priorities

Restriction message when trying to update user list

Enhancements to the Billing Report 

The Billing Report has been upgraded with additional columns and a redesigned user interface to streamline usage.  

New columns on the report (will also appear when the report is exported to CSV, Excel, or PDF)

• Payer 2 (Secondary Payer)
• Member ID 2
• Units
• Service Code Description
• Service Charge Total
• Client Paid
• Payment Source

The Billing Report features an enhanced user interface that includes the following key functionalities: 

• Filter Options: The filter options are conveniently located at the top. Select the desired filters and click "Apply" to refine your report view.
• Zoom Options: Easily view report details by zooming in and out.
• Pagination: Navigate through the report page by page using the provided icons. Quickly access the first and last pages as well.
• Free Text Search: Search for specific records within the report, such as client details using Payer, Payer ID, Client, and more.
• Export Options: Locate the Export dropdown in the top right corner to export details to PDF, CSV, and Excel.

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. 

On accessing the Reports screen, you’ll see a default landing page. Open the dropdown to view a full list of reports.

Collecting Insurance Payments via Credit Card  

ICANotes+ now allows billers to collect insurance payments using credit cards. 

To process an insurance payment via credit card:

1. Navigate to the client's chart > Billing tab > expand the Account Ledger panel.
   
2. In the Actions dropdown, select Add Payment or Adjustment.
   
3. On the Add Payment or Adjustment screen:
   • Choose Insurance Payment in the Transaction Type dropdown.
   • Select Credit Card in the Source dropdown.
   • Fill in other required details and click Continue.
     

Enter the credit card information on the next screen and click Review Payment.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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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.