Overview  

ICANotes+ enables you to track charges billed to clients or insurance providers. In cases where payments are posted outside ICANotes+ or involve paper claims, you can manually record these payments within the system. Initially, these entries will appear under the Unbilled Encounters tab, from which you can select and transfer them to the Billed Encounters tab.

Mark Encounters as Billed 

When you create a note, the encounter will initially appear in the Unbilled Encounters tab as shown below: 

Navigate to Dashboard > Billing Worklist > Unbilled Encounters tab. If you have added service codes to the note, they will also be displayed on the Unbilled Encounters screen.  

To move unbilled encounters to the Billed Encounters tab, select one or more encounters from the list, click the Actions dropdown at the top, and choose the Mark as Billed option as shown below: 

You can also select all encounters at once by checking the box in the grid header and then choosing the Mark as Billed option to move them all to the Billed Encounters tab. 

After the encounters are moved to the Billed Encounters tab, a success message will appear as shown below: 

Mark Encounters as Unbilled 

Once you mark the encounters as billed, they appear in the Billed Encounters tab. However, you can move them back to the Unbilled Encounters tab again.

Navigate to Dashboard > Billing Worklist > Billed Encounters tab to see that all the encounters have been moved to the Billed Encounters tab. 

ICANotes+ allows you to move encounters back to the Unbilled Encounters tab if they were marked as billed by mistake. Select one or more encounters from the list, click the Actions dropdown at the top, and select the Mark as Unbilled option as shown below: 

After the encounters are moved back to the Unbilled Encounters tab, a success message will appear as shown below: 

Below is a sample of the CSV file for unbilled encounters. When an encounter includes multiple service codes, they appear in a new column in the CSV file.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

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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.