v8.8 Release Notes (Release Date: July 10, 2025)

v8.8 Release Notes (Release Date: July 10, 2025)

Overview 

ICANotes+ version 8.8 brings new features and improvements to enhance functionality and user experience.  


Additional Adjustment Transaction Code Types Added 

You can now select from new transaction code types when adding a client adjustment. The following options have been introduced:
  1. Account Adjustment - Taken Off Client Responsibility
  2. Credit - Returned to Client
  3. Write-Off - Discount Given to Client
  4. Bad Debt - Sent to Collections

To access these options:
Go to the client’s chart > click Account > expand the Account Ledger panel > open the Actions dropdown > select Add Payment or Adjustment.




On the Add Payment or Adjustment screen, choose the Client Adjustment transaction type to view the newly added codes, as shown below:






Send Charges to Collections 

Administrators and billing staff can now send unpaid charges to collections directly from the client's Account Ledger. This feature streamlines the collections process for overdue charges and enhances visibility into delinquent accounts.

Key Highlights
  1. New option: Send to Collections is available in the Actions dropdown within the Account Ledger panel.
  2. Confirmation modal: A confirmation screen appears, allowing users to complete the process and enter a Notes field (e.g., “Charge unpaid past due date—sent to collections for further action”).
  3. Visual indicators:
    1. A red Account in Collections tag appears at the top of the Account Ledger when one or more charges are in collections.
    2. A collections icon is displayed at the line item level in the Charge column. Hovering over the icon reveals the note entered during the collection process.

This feature ensures timely follow-up on unpaid charges and supports more efficient billing workflows.

To Send Charges to Collections

  1. Navigate to the client’s chart.

  2. Click Account > expand the Account Ledger panel.

  3. Select the applicable charges.

  4. Open the Actions dropdown and select Send to Collections.

  5. In the Charges in Collections screen, enter notes and click Save.

A success message confirms the charges have been sent to collections.









To Remove Charges from Collections

  1. In the Account Ledger, open the Actions dropdown.

  2. Select Remove from Collections.

  3. In the Charges in Collections screen, click Save.

A toast message confirms the charges have been removed from collections.









New Signatures Report

The Signature Report helps clinicians and administrators track the progress of note signing and co-signing workflows. This report offers visibility into signed and co-signed documentation, including who signed, when signatures occurred, and whether co-signature requests have been fulfilled. By leveraging this report, practices can ensure timely completion of documentation, streamline co-signature follow-ups, and support compliance efforts.

This report can be exported in CSV, PDF, or Excel format, similar to other reports. Users must have the appropriate permission to access the Signatures Report.

To access the Signatures Report:
  1. Select More from the left sidebar.
  2. Select Reports.
  3. In the Report dropdown, select Signatures Report.

Report Columns

When you generate or export the report, it includes the following columns:
  1. Encounter Date: Date when the service was rendered to the client.
  2. First Name / Last Name / Preferred Name: Client's identifying details.
  3. Chart ID: Client's chart ID.
  4. Medical Record Number: Client's unique medical record number (MRN).
  5. DOB: Date of birth of the client.
  6. Assigned Clinician: The clinician responsible for the note.
  7. Note Signed: Indicates whether the note has been signed.
  8. Note Co-Signed: Indicates whether the note has been co-signed.
  9. Co-Signature Request Sent To: Name of the provider who was sent the co-signature request.
  10. Date Co-Signature Requested: The date when the co-signature was requested.
  11. Date Signed: The date when the note was signed by the assigned clinician.

Report Filters 

By default, the report includes filters for Encounter Start Date and Encounter End Date.

You can apply additional filters to narrow the results:
  1. Signed: Select Y to view records with signed notes. Select N to view records with notes pending signature.
  2. Cosigned: Select Y to view records with co-signed notes. Select N to view records pending co-signature.
  3. Date Cosignature Requested: Select a date to view records where a co-signature was requested.
  4. Cosignature Request Sent To: Select the provider to whom the co-signature request was sent.



To assign permission for the Signatures Report:
  1. Navigate to Roles and Permissions screen, expand the Reports section, and select the Access Signatures Report checkbox. Refer to the screens 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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