v8.10 Release Notes (Release Date: August 6, 2025)

v8.10 Release Notes (Release Date: August 6, 2025)

Overview 

ICANotes+ version 8.10 brings new features and improvements to enhance functionality and user experience.  

Introducing the New Collections Report

The New Collections Report  provides a detailed view of outstanding client balances and amounts pending collection. This report helps billing teams and administrators track unpaid charges across clients, service dates, and payers. The report enables practices to monitor collection progress, prioritize follow-ups, and identify clients or insurances with recurring unpaid balances.

You can export the report in CSV, PDF, or Excel format—just like other reports in the system.



Access Requirements
Users must have the appropriate permission to access the Collections Report.

To assign this permission:

  1. Go to Settings > Practice Settings > Roles & Permissions.

  2. Edit the applicable role.

  3. Expand the Reports section.

  4. Select the Access the Collections Report checkbox.








Notes
To learn more about the Collections Report, refer to the detailed Knowledge Base article.

Documenting Client Calls with Clinical Messages

The Clinical Message feature in ICANotes+ allows practice users to document messages received from a client’s friend, relative, or any other caller. In addition to capturing third-party messages, this feature is also useful for clinicians to record important information discussed with external providers such as the client’s primary care physician, outpatient therapist, school counselor, or other care team members. This feature ensures that all relevant client communication is documented in a centralized location, improving follow-up and continuity of care.

Info
Clinical messages do not count toward the allowed note limit for part-time or full-time clinicians.

When viewing a client’s chart, you’ll find a new Clinical Message button in the Other section at the bottom of the screen.


From the Clinical Message screen, you can enter the details shared by a caller, ensuring the information is recorded accurately and is accessible to the care team.




Notes
To learn more about the Clinical Message feature, refer to the detailed Knowledge Base article.

Improved Visibility Controls in the My Account Section of the Client Portal

You can now configure the visibility of individual items in the My Account section for client portal users.

To configure these settings:

  1. Go to Settings > Client Portal > Portal Settings.

  2. Locate the My Account section, now positioned on the right side of the page.

  3. Use the available toggles to show or hide specific items.

Available options:

  • Card on File – Turn off this option to hide the Credit / Debit Cards on File panel. Clients will no longer be able to add card details.

  • Client Balance and Account Details – Turn off this option to hide the client’s balance at the top and the Account Details panel.

  • Pay Now – Turn off this option to remove the Pay Now button and prevent clients from submitting payments through the portal.

These enhancements give you more control over the client portal experience.




The following screenshots show the areas in the client portal that you can control using the new settings.






'Select All Clinicians' Option Removed from the Appointments Report

The Select All Clinicians option has been removed from the Clinician dropdown in the Appointments Report. You can still select multiple clinicians manually to filter the report as needed.







Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://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.


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