v8.5 Release Notes (Release Date: June 2, 2025)

v8.5 Release Notes (Release Date: June 2, 2025)

Overview 

ICANotes+ version 8.5 brings new features and improvements to enhance functionality and user experience.  


The New In-app Messaging Feature

The new In-app Messaging feature allows practice users to send internal messages to other users within the practice. When a new message is received, a notification bubble appears, displaying the number of unread messages. Users can reply to or forward messages as needed. They can also print or delete messages. Additionally, users can map messages to the appropriate client if required. Custom folders can be created to categorize messages, helping users organize their inbox efficiently. The system also allows users to move messages between folders.

Key Features
The In-app Messaging module includes the following features:
  1. Compose new messages
  2. Reply to or forward messages
  3. Print messages
  4. Delete messages
  5. Create custom folders
  6. Move messages to custom folders
  7. Map messages to client records (accessible only if the user has client access per Caseload Security settings)
This release includes In-app Messaging. In-app Reminders are planned for a future update.

Click here to access the knowledge base article for the In-app Messaging feature.

New Permissions Added for Productivity and Timely Filing Reports

You can now control access to financial data by assigning permissions for the Productivity Report and Timely Filing Report. These new permissions are available in the Roles and Permissions section under Practice Settings.

To assign or remove access,
  1. From the left sidebar, select Settings.
  2. Go to Practice Settings > Roles and Permissions.
  3. Create a new role or edit an existing role.
  4. Expand the Reports section.
  5. Locate and configure the following new permissions:
    1. Access the Productivity Report
    2. Access the Timely Filing Report
These permissions are granted by default to all existing users.
To restrict access, you must manually update the roles.








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.

    • Related Articles

    • v8.6 Release Notes (Release Date: June 12, 2025)

      Overview ICANotes+ version 8.6 brings new features and improvements to enhance functionality and user experience. New Option to Omit Diagnoses from Notes and Claims A new checkbox has been added to the diagnosis entry screen that allows providers and ...

    • v8.1 Release Notes (Release Date: April 03, 2025)

      Overview ICANotes+ version 8.1 brings new features and improvements to enhance functionality and user experience. Redesigned Chart Face: Improved Navigation and Accessibility The Chart Face screen has been redesigned to enhance user experience by ...

    • v7.11 Release Notes (Release Date: January 21, 2025)

      Overview ICANotes+ version 7.11 introduces new features and enhancements to improve functionality and user experience. Email Confirmation for Appointments Scheduled via Quick Share Link Clients will now receive an email confirmation when they request ...

    • v7.6 Release Notes (Release Date: October 29, 2024)

      Overview This KB article includes the new features released in ICANotes+ version v7.6. Therapy Group: Compile and Sign All Notes Together You can now compile and sign all notes simultaneously in therapy groups, especially useful when there are ...

    • v7.5 Release Notes (Release Date: October 15, 2024)

      Overview This KB article includes the new features released in ICANotes+ version v7.5. Therapy Group - Access to Previous Notes In the Group Therapy Progress Note screen, when generating notes from a therapy group and accessing the work area of a ...