v8.11.1 Release Notes (Release Date: August 28, 2025)

Overview 

ICANotes+ version 8.11.1 includes updates designed to maintain system accuracy and support smoother claim processing.

EPSDT Indicator Added for Medicaid Insurance and Claims

To help prevent potential Medicaid claim rejections, an EPSDT / Family Plan indicator has been added for Medicaid insurances.

When adding Medicaid insurance to a client’s chart, you will now see the EPSDT / Family Plan option in the Medicaid Info box.

From the three-dot menu used to add a Medicaid ID, you can select Yes, No, or leave the field blank in the EPSDT / Family Plan dropdown. This information is now included when the claim is submitted to the clearinghouse.

Referring Provider – New "Other ID" Field

Some payers may require an additional identifier (such as Medicaid ID, Medicare ID, etc.) for the referring provider. A new option is now available to include Referring Provider Other ID information in claims to help reduce rejections from payers.

• When adding a Medical contact under Related Contacts, a new Other ID text field is now available. This field is optional and accepts alphanumeric values.

• You can also create a payer rule to send the Referring Other ID when submitting claims. In Payer Rules, under Referring Provider Contact Info, you’ll see a new option for Referring Other ID.
  

• If required by the payer, this information will now be included in electronic claims.

This update ensures claims with Referring Provider requirements are processed smoothly and have a higher chance of payment approval.

To record Other ID for the client:

1. Navigate to the client’s chart.

2. Go to the Communications tab.

3. Expand the Related Contacts panel.

4. Select the Medical Contacts tab.

5. Click Create New Contact or Edit.
   

6. Locate the new Other ID field. 
   

Refer to the screenshots below:

You can also create a payer rule to send the Referring Other ID when submitting claims.

To create a payer rule for the Referring Other ID:

1. Go to Settings > Revenue Cycle Management > Payer Rules.

2. Click Create Payer Rule or Edit.

3. In the Create Payer Rule screen, open the Object/Field dropdown.

4. Select the new Referring Other ID option under the Referring Provider section.
   

5. In the New Value field, enter the Referring ID that you want to send when submitting claims.

Refer to the screenshots below:

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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