v8.4 Release Notes (Release Date: May 13, 2025)

Overview 

ICANotes+ version 8.4 brings new features and improvements to enhance functionality and user experience.  

Support for Adding Tertiary Insurance for Clients

ICANotes+ already allows billers to add primary and secondary insurances. With this release, billers can now also add tertiary insurance for clients. When adding a new insurance, the Tertiary option appears alongside Secondary.

To add tertiary insurance:

1. Go to the client’s chart.
   
2. From the header, click the Account button.
   
3. Click Add Insurance.
   
4. Locate the new Tertiary option on the Add Insurance screen.

Tertiary claim submission is currently not supported. This functionality is planned for a future release.

Automatic Hiding of Inactive Insurance in the Insurance Summary Bar

On the Insurance page, insurances that are inactive or expired no longer appear in the insurance panel header (blue bar). Once the insurance period ends, the system automatically marks the insurance as inactive and hides it from the summary bar.

To view inactive/expired insurance,

1. Go to the client’s chart
   
2. Click the Account button.
   
3. Expand the Insurance panel.
   

After the End Date passes, the insurance record is removed from the summary bar. To view inactive or expired insurances, expand the panel.

Restriction on Adding Overlapping Insurance Policies

Billers are now prevented from adding insurance in the same category (primary, secondary, or tertiary) if the new policy’s date range overlaps with an existing policy. For example, if a client has Insurance A from 5/1/2025 to 5/31/2025 and the biller tries to add another policy from 5/20/2025 to 6/30/2025, a restriction message appears prompting the user to change the category or adjust the date range.

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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