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

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 billers to omit specific diagnoses from both compiled notes and claims—without removing the diagnosis from the chart.

How it works:

  1. In the diagnosis entry screen, select the Omit checkbox to exclude that diagnosis from:
    1. Compiled notes
    2. Claims generated for that encounter
  2. The diagnosis remains visible in the Current Diagnoses section of the chart.
  3. If no other diagnoses are included for the encounter, the claim will fail validation due to missing required data.
  4. Notes compiled before selecting the Omit checkbox will not be affected.
  5. The omit setting will not carry over when the diagnosis is brought forward into new notes—you will need to check the box again if needed.

Reporting and billing behavior:

  • Omitted diagnoses will not appear on the following reports:
    • Billing Report
    • Productivity Report
    • Claim Submission Report
    • Denials Report
  • They will not be shown in the Diagnosis field under the Billed or Unbilled tabs in the Billing Worklist.
Navigation:
  • Create a note and click Enter in the Diagnosis section, as shown below:
 


  1. Locate the new Omit column on the diagnosis screen.
  2. To exclude the diagnosis from the compiled note and claim, select the Omit checkbox.


  1. A confirmation message appears on selecting the Omit checkbox.

  1. After the note is compiled, any omitted diagnosis does not appear in the note or in the claim. However, it remains visible on the client’s chart face.


Ability to Unapply Client Payments from Service Lines

Previously, if a client payment was applied to a specific note, the only way to remove it was by processing a refund and then collecting a new payment. Now, you can simply move the payment to unapplied credit and reassign it to a different note as needed.

How to use it:
  1. Select a client from the chart room.
  2. Go to Account > Account Payments/Adjustments and locate a Client Payment transaction.
  3. Click Details.
  4. A new button labeled Move to Unapplied appears at the end of each service line row.
What happens next:
  1. The selected payment is unapplied from that service line.
  2. The amount is moved back to Unapplied Payments.
  3. The client’s balance is updated in the Account Ledger for the associated date of service.
  4. A confirmation message appears: Payment moved to unapplied successfully.

This button is only available for client payment transactions.

Navigation:
  • On the client's chart, click the Account button from the top bar.
  • Expand the Account Payments/Adjustments panel.
  • Locate the Details button for the client payment.



  • Clicking the Details button opens the following screen.
  • Click the Move to Unapplied button.



  • A success message appears after moving payment to unapplied.

  • Expand the Account Ledger panel.
  • Locate the unapplied payment entry as highlighted in the screen 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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