Overview

This KB article includes the new features released in ICANotes+ version v7.3.  

The New Denials Report  

The new Denials Report is designed for individuals responsible for processing denied claims. This report enables users to view all denied claims in detail, allowing for efficient follow-up, corrections, and rebilling processes. 

The report is organized into three main sections: 

• ERA/Manual Posting details
  
• Claim details
  
• Claim Service Line details

This report helps streamline the denial management process, making it easier to identify, correct, and rebill denied claims efficiently. 

To access the Denials report, select the Reports option from the left sidebar, then select the Denials Report option from the Report dropdown menu as shown below:

By default, the report displays data for the most recent week. However, you can adjust the start and end dates to generate the report for a specific period. 

You can filter the report using the following options: 

Payer: Select the payer for which you want to generate the Denials Report.

Client: Select the client for which you want to generate the Denials Report.

Reason Code: Select the reason code to filter the report. 

Insurance Balance Greater Than: Use this filter to view only claims with an insurance balance greater than a specified amount. For example, if you want to see details for claims with an insurance balance of over $100, enter 100 in this field. 

Upon landing on the page, you will see the ERA/Manual Posting and Claim details displayed. To view the Claim Service Line details, scroll to the right, as shown in the screenshot below. 

When you generate the report or export data to Excel/CSV format, the following details will appear on the report.

• ERA/Manual Posting details
  
  • Payer
  • Payer ID
  • Payment Date
  • Posted Date
  • Reference#
• Claim details
  
  • Client
  • Member ID
  • ICANotes Claim#
  • Payer Claim#
  • Claim Date
  • Claim Status Code
• Claim Service Line details
  • Encounter
  • Service Code
  • Service Location
  • Clinician
  • Authorization
  • Diagnosis
  • Charge Amount
  • Insurance Balance
  • Reason Code
  • Amount
  • Remark Codes

The Denials 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.

To access the Denials Report, users must be granted the appropriate permissions. 

To assign the permission, navigate to Settings > Practice Settings > Roles & Permissions.

In the Reports section, select the Access the Denials Report checkbox.

The New Claim Submission Report  

The new Claim Submission Report is designed to assist billers with tracking and reviewing details of submitted claim batches. This new report allows users to efficiently research claims, ensuring they have clear visibility into both successful and failed submissions.

The report is organized into three main sections: 

• Batch details
  
• Claim details
  
• Claim Service Line details

This report enhances transparency and efficiency in managing claims, allowing for better follow-up and ensuring a smoother claims submission process. 

To access the new report, select the Reports option from the left sidebar, then select the Claim Submission Report option from the Report dropdown menu as shown below:

Upon landing on the page, you will see the Batch and Claim details displayed. To view the Service details, scroll to the right, as shown in the screenshot below. 

When you generate the report or export data to Excel/CSV format, the following details will appear on the report.

• Batch
  
  • Submitter
  • Submission Date
• Claim details
  
  • Claim Status
  • ICANotes Claim#
  • Encounter
  • Location
  • Rendering Provider
  • Client
  • Diagnosis
  • Total Charge Amount
  • Total Client Balance
  • Total Insurance Balance
  • Payer
  • Member ID
  • Payer ID
• Service
  • Service Code
  • Modifiers
  • Total Units
  • Charge Amount
  • Authorization

The Claim Submission 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.

To access the Claim Submission Report, users must be granted the appropriate permissions. 

To assign the permission, navigate to Settings > Practice Settings > Roles & Permissions.

In the Reports section, select the Access the Claim Submission Report checkbox.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

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