Recent Articles
Sneak Peek: Payments Summary Report
Upcoming report... Overview The Payments Summary Report provides a consolidated view of all payments recorded within a selected date range. It organizes payment data by payment method and groups results by location, clinician, and client for easy ...
Sneak Peek: v9.11 Release Notes
Preview of What's Coming Overview Version 9.11 introduces updates that help staff work more efficiently across scheduling, clinical documentation, reporting, and billing. You can now send Telehealth session links by SMS directly from Calendar ...
Sneak Peek: Deposit Summary Report
Upcoming report... Overview The Deposit Summary Report provides a summary of all payments collected within a selected date range. The report categorizes payments by payment method and separates them into Client Payments and Insurance Payments. This ...
v9.10 Release Notes (Release Date: March 31, 2026)
Overview ICANotes+ version 9.10 delivers significant enhancements across both clinical and billing workflows. This release improves clinical documentation flexibility and usability, while introducing several billing enhancements to improve accuracy, ...
Troubleshooting Guide: Ambient Listening
Overview Use this guide to resolve common browser, microphone, and configuration issues that may affect Ambient Scribe functionality, such as: Recording does not start Transcript does not generate Microphone is not detected Audio lag Transcript does ...
Popular Articles
Default Portal Forms Available in ICANotes+
Overview ICANotes+ offers eight default forms you may send to clients individually or as part of a form package. Previews of each available form can be found further down in this article. Before sending a form to the client, you will need to activate ...
Readability Enhancer: Use AI to Improve Your Note Content
Overview The Readability Enhancer feature in ICANotes+ uses artificial intelligence (AI) to help improve the clarity and professionalism of your note content. You can refine the entire note or enhance specific sections based on your needs. ⚠️ ...
Clinical Summary
Overview ICANotes+ enables practice users to generate clinical summaries for their clients. Much like other notes, users can construct a clinical summary, compile it, and capture the clinician's electronic signature. Clinicians have the ability to ...
Co-signature
Overview In ICANotes+, providers have the ability to request co-signatures from fellow providers for their notes. After creating, compiling, and signing a note, the sender can initiate a co-signature request. The recipient providers will then see the ...
Process a Refund from the Client Chart
Overview This article demonstrates how to refund a payment from the client's chart in ICANotes+. The refund feature can be used by both customers processing payments with the ICANotes+ credit card processing feature and by customers who simply record ...