ICANotes+ Bug Fixes

Here are the details of the bug fixes in ICANotes+. For more comprehensive guides, visit our searchable Knowledge Base.

If you need further assistance, please call Customer Support at 443-203-5857 or submit a ticket and we will get back to you shortly.

Therapy Group Session Date Displayed Incorrectly Across Time Zones — Fixed on September 17, 2026
Previously, a therapy group session's encounter date could display as a different calendar day depending on a clinician's time zone. This has been fixed, and encounter dates now display consistently for all clinicians, regardless of location.

Calendar – Notes Field Disabled for Single Recurring Appointment Instances — Fixed on September 17, 2026
Previously, the Notes field was disabled when editing a single instance of a recurring appointment. This has been fixed, and you can now add or update notes for an individual appointment as expected.

Client Payment Refunds Missing from Deposit Summary Report — Fixed on September 17, 2026
We have fixed an issue where refunds on client payments — both applied and unapplied — weren't showing up as negative transactions in the Deposit Summary Report. The report now reflects refunds accurately, so deposit totals match what was actually collected.

AI Scribe – Improved Processing for Long Recording Sessions – Fixed on September 17, 2026
Improved AI Scribe processing for long recording sessions. Notes now continue processing as expected after the session ends, providing a more reliable experience when working with longer recordings.

Progress Notes – Missing Content When Linking to Treatment Plans — Fixed on September 17, 2026
Previously, selecting an option under Step 4 or Step 5 when linking a note to a treatment plan didn't display the corresponding text — the content only appeared after clicking elsewhere in the window. This has been fixed, so the note now updates automatically as soon as you make a selection.

Statements – Chart ID Removed from Address Window – Fixed on September 16, 2026
Fixed an issue where the Chart ID was displayed in the address section of printed statements. Chart ID is now excluded from the address window when printing statements, ensuring the address section displays the intended information.

Appointment Email Notifications Sent Despite Email Opt-Out – Fixed on September 10, 2026

Fixed an issue that caused appointment email notifications to be sent to clients after they opted out of receiving appointment emails. Appointment email notifications are now not sent when the client's Email Opt-In setting is turned off.

Manual Payment/ERA Posting Issue After Note Changes – Fixed on September 10, 2026

We identified an issue with Manual Payment/ERA posting where, if an ERA was received and the user made changes to the note before posting it, the changes could cause a mismatch between the ERA and the current claim information. This previously resulted in an error when trying to post the ERA. This has now been fixed. When this mismatch is detected, the ERA will now be moved to Not Ready status instead of displaying an error, allowing the user to review and address the issue before posting.

SMS Appointment Reminders Delivery Issues – Fixed on September 1, 2026
Fixed issues that could cause SMS appointment reminders to be duplicated, missed, or not sent for some practices. SMS appointment reminders are now processed correctly to help ensure clients receive the appropriate reminder during each reminder window.

Productivity Report CSV Export Date Offset – Fixed on August 26, 2026

Fixed an issue that caused the Encounter Date in Productivity Report CSV exports to display one day ahead for encounters created after 8:00 PM EDT. The CSV export now displays the correct Encounter Date, consistent with the Productivity Report, PDF, and Excel exports.

Unbilled Encounters Insurance Filter Issue – Fixed on August 26, 2026

Fixed an issue where the Insurance Paid, Insurance Not Paid, and Insurance Balance Due filters in Unbilled Encounters returned Self-Pay charts with no insurance. The filters now exclude records without insurance responsibility.

Clinical and Demographic Report Diagnosis Issue – Fixed on August 26, 2026

Fixed an issue where the Clinical and Demographic Report displayed an incorrect diagnosis by selecting a diagnosis from an unrelated note. The report now displays the current diagnosis consistent with the Chart Face.

Invoice and Superbill Generation for Multiple Encounters – Fixed on August 26, 2026

Fixed an issue where users were unable to generate an invoice and superbills for multiple encounters after previously generating invoices and superbills for the same encounters. Users can now generate the invoice and superbills successfully.

Appointment Report Sorting Issue – Fixed on August 26, 2026

Fixed an issue where the Appointment Report was sorted alphabetically by client name instead of chronologically by appointment date and time. The report now lists appointments by date and time in ascending order.

Payments/Adjustments Report Excel Export Issue – Fixed on August 26, 2026

Fixed an issue where Excel files exported from the Payments/Adjustments Report did not open in Microsoft Excel. The exported files now open successfully and display the report data as expected.

Inactive Medications Displayed in Progress Notes – Fixed on August 26, 2026

Fixed an issue where inactive medications were added to Progress Notes without being identified as inactive. Medication updates are now reflected correctly when medications are added to the note.

Contact Phone Extension Not Displayed – Fixed on August 26, 2026

Fixed an issue where phone extensions entered for contacts were displayed as N/A in the Ext column on the Chart Face. The correct extension is now displayed.

Medication Updates Not Displayed Immediately for Non-Prescribers – Fixed on August 26, 2026

Fixed an issue where medication updates made by non-prescribers were not displayed immediately after being saved. Medication changes are now displayed as soon as they are saved.

Compiled Group Therapy Notes Missing Signature Details – Fixed on August 26, 2026

Fixed an issue where compiled and electronically signed Group Therapy Notes did not display the signature timestamp or the option to request a co-signature. Signature details and the Request Co-signature option now display correctly.

Manage Clinical Team Table Filters – Fixed on August 26, 2026

Fixed an issue where filters in the Manage Clinical Team by Client table were unresponsive. Table filters now work as expected.

Custom Button Formatting in Treatment Plans – Fixed on August 26, 2026

Fixed an issue where formatting applied to custom buttons in Treatment Plans was not retained after saving. Custom button formatting, including font size, bold, and italic, is now saved correctly.

PDFs With Spaces in File Names Not Imported Correctly – Fixed on August 26, 2026

Fixed an issue where PDFs with spaces in their file names were imported but could not be previewed or downloaded from the Documents tab. These PDFs can now be accessed and downloaded correctly.

Clinical Notes Loading Issue – Fixed on August 18, 2026

Fixed an issue that could prevent the Clinical Notes list from loading when a Treatment Plan had missing care team information.

SMS Appointment Reminders Not Sent for Telehealth Appointments - Fixed on August 11, 2026

Fixed an issue where SMS appointment reminders were not sent for Telehealth or Phone Call appointments when the practice’s SMS reminder template included the {Location} placeholder.

SMS reminders are now sent successfully for virtual appointments, even when the reminder template includes {Location}.

Self-Service Scheduler URL Expired After 24 Hours - Fixed on August 11, 2026

Fixed an issue where generating a new Self-Service Scheduler URL caused previously generated URLs to expire after 24 hours. Previously generated URLs now remain valid, allowing clients to continue using the same URL to schedule appointments.

Prescription Recorded in Another Patient’s Clinical Note - Fixed on August 5, 2026

Fixed an issue where a prescription written for one patient could be incorrectly recorded in another patient’s clinical note when processing a renewal or refill request through eRx. Prescriptions are now correctly associated with the intended patient’s clinical record, preventing cross-patient information disclosure.

Calendar: Patient DOB Missing from Patient Search Dropdown - Fixed on August 5, 2026

Fixed an issue where a patient’s Date of Birth (DOB) was not displayed in the patient search dropdown when scheduling an appointment from the Calendar. The patient’s DOB is now displayed alongside their name in the search results to help distinguish patients with similar names.

Calendar: Open Patient Chart in a New Tab or Window - Fixed on August 5, 2026

Fixed an issue where users could not open a patient’s chart in a new browser tab or window from the patient’s name in the Calendar appointment details. Users can now use standard browser options, such as Ctrl-click or right-clicking the patient’s name, to open the patient’s chart in a new tab or window.

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.