Overview 

ICANotes+ version 7.14 brings new features and improvements to enhance functionality and user experience.  

Transfer Ownership to Another User of Practice 

The system now allows practice owners to transfer ownership to another user with an administrator role.

Prerequisites:

• You must be the current owner of the practice.
• The user receiving ownership must have the administrator role.

Steps to Transfer Ownership: 

1. In the left sidebar, go to Settings.
2. Navigate to Account Management > User Management.
3. Locate the Owner label next to the Administrator role.
4. Find the Transfer Ownership button next to users with administrator roles.
5. Click Transfer Ownership.
6. A confirmation message will appear - click Yes to proceed.
7. You will be logged out automatically.
8. Upon re-login, ownership will be successfully transferred to the selected user.

Refer to the screenshots below for further guidance. 

Client Adjustment and Insurance Adjustment Displayed in Account Ledger 

The client's account ledger now includes two new columns to display Client Adjustment and Insurance Adjustment details. 

To view client / insurance adjustments: 

1. Navigate to the client’s chart.
2. Go to the Billing tab.
3. Expand the Account Ledger panel.

Billing Note Displayed on the Billing Report  

The Billing Report includes a Billing Note field, which displays notes associated with billing entries. Billers can hover over the field to view the full note. When exporting the report to PDF, CSV, or Excel, the billing note is included, ensuring all relevant billing information is retained.  

To view the Billing Note in the Billing Report: 

1. In the left sidebar, click More.
2. Select Reports.
3. Choose Billing Report from the dropdown.
4. Apply filters as needed.
5. Click Run Report.

Pay to Address Field Added for Correspondence 

Billers can now enter a Pay to Address when the billing location differs from the practice address. This address is included in the 837 file when sending claims to vendors. 

To configure the Pay to Address:

1. In the left sidebar, select Settings.
2. Navigate to Practice Information > General Information.
3. In the Pay to Address field, enter the street address, city, state, and ZIP code.
4. Click Save.

Note: The Pay to Address must be different from the practice address. 

Generating, Printing, and Downloading Batch Statements 

The software allows billers to generate statements for clients with a remaining balance. Statements can be generated, printed, and downloaded individually or in batches. However, statements must be generated before they can be printed or downloaded.

We'll soon be introducing the ability to mail statements on behalf of users. If you're interested, please contact sales@icanotes.com.

Assigning Permission to Access Statements

1. In the left sidebar, select Settings.
2. Navigate to Practice Settings > Roles & Permissions.
3. Click the Edit button to modify access.
4. Expand the Billing section.
5. Select the Access Statements and Generate Statements checkboxes.

      

Generating Batch Statements 

Perform the following steps to generate the batch statements.

1. In the left sidebar, select More, then choose Statements.
2. The Batch Statements screen appears.
3. Use the available filters at the top and click Apply.
4. A list of clients with a balance will be displayed.
5. Select one or more clients to generate statements.
6. The Batch Actions Toolbar appears at the bottom.
7. Click Generate Statements.

Note: The same steps apply when printing or downloading batch statements. 

Refer to the following screenshots for further guidance.

You can apply filters using the following options: 

• Encounter Start Date
• Encounter End Date
• Status (Not Generated, Generated, Printed, Downloaded, Transmitted)
• Location
• Clinician
• Client

You will be notified when the statements have been generated. 

Once the statements are generated, the status will be updated to Generated, as shown in the screenshot below. 

Printing Batch Statements   

When printing multiple statements in bulk, the print preview screen will display a scroll bar, allowing you to review all selected statements before printing. 

Previewing, Printing, and Downloading Individual Statements  

Once client statements are generated, they become accessible within the client’s chart. A new Statements accordion has been added to the Billing tab, allowing you to view generated statements. You can preview, print, or download statements individually for each client. 

Document for internal use 

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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.