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.
ERA and Manual Payment Posting No Longer Match Deleted Charges — Fixed on July 17, 2026
Resolved an issue where Electronic Remittance Advice (ERA) and Manual Payment Posting (MPP) could incorrectly match and post payments against deleted or aborted charge items, or charges belonging to deleted notes. The matching process now validates that the associated charge item is still billable and the originating note is still active before allowing automatic or manual matching. If a previously matched charge becomes invalid before posting, the invalid link is removed and the ERA or claim is returned to Not Ready, preventing payments from being posted against deleted charges.
Resolved Undefined Error When Opening Encounter Invoices — Fixed on July 17, 2026
Resolved an issue where opening invoices from the Account section of an encounter could result in an unexpected error due to missing invoice data. The system now properly handles invoices that are unavailable, allowing the invoice list to load successfully without displaying an error.
Unbilled Encounters Service Code Filter Returns Matching Encounters for Multiple Service Codes — Fixed on July 17, 2026
Resolved an issue where the Service Codes filter in the Unbilled Encounters report could return results only when all selected service codes existed on the same encounter. The filter now correctly returns encounters that contain any of the selected service codes, providing complete and accurate search results when multiple service codes are specified.
Enhanced Multi-Document Download Error Handling — Fixed on July 17, 2026
Resolved an issue where downloading multiple documents could fail without completing the download and display a blank error notification. The multi-document download process now continues downloading all available documents when some files are unavailable, provides detailed information about unavailable documents, supports cancelling the download request, and displays clear success or cancellation notifications.
Prevented Duplicate Form Names That Conflict with System Forms — Fixed on July 17, 2026
Resolved an issue where uploaded forms could be assigned the same Short Title as system-provided forms, causing conflicts with form selection, deletion, and client chart data. The system now prevents duplicate form names that match existing system or practice forms, ensuring uploaded and system forms remain distinct and preventing deleted forms from being unintentionally restored or causing data inconsistencies.
Track Document Received Dates — Added on July 17, 2026
You can now record the date a document was received when uploading documents or processing documents created through the Client Portal. The document upload window now includes an editable Received date field, while the previous Created and Last Updated fields have been replaced. In the Documents list, the Uploaded and Received dates are displayed separately, making it easier to distinguish when a document was received from when it was added to ICANotes+.
Encounter Date of Service Displayed One Day Earlier During Manual Payment Posting — Fixed on July 3, 2026
Resolved an issue where the Service Date could appear one day earlier than the actual encounter Date of Service (DOS) during manual payment posting for some users. The Service Date now correctly matches the encounter DOS when selecting and posting claims.
Telehealth SMS Invitation Links Sent Without Requiring SMS Reminders — Fixed on July 3, 2026
Resolved an issue where Telehealth invitation links sent via SMS were not delivered unless SMS Reminders were enabled for the practice. Users can now successfully send Telehealth invitation links via SMS regardless of the SMS Reminders setting.
Diagnosis Codes Not Included in Superbills — Fixed on July 3, 2026
Resolved an issue where diagnosis codes could be omitted from generated superbills even when the Show diagnosis in superbill user setting was enabled. Superbills now correctly include diagnosis codes based on the user's display preference.
Patient Date of Birth Displayed One Day Earlier — Fixed on July 3, 2026
Resolved an issue where a patient's Date of Birth (DOB) could be displayed one day earlier than the expected value. Patient records now correctly display the Date of Birth.
Signed Notes Continued to Appear in the Co-Signature Worklist — Fixed on July 3, 2026
Resolved an issue where notes could continue to appear in the Co-Signature worklist after a required co-signer had already signed them. Signed notes are now removed from the Co-Signature worklist as expected.
Practice Form Template Formatting Not Preserved in the Client Portal — Fixed on July 3, 2026
Resolved an issue where formatting from Practice Form templates, including paragraph spacing and text styling, was not preserved when forms were viewed in the Client Portal. Forms now display as intended, maintaining the formatting defined in the original template.
Document Preview Unavailable for Uploaded Office Files — Fixed on June 18, 2026
Resolved an issue where uploaded Microsoft Office documents (.DOC, .DOCX, .XLS, and .XLSX) could not be previewed from the Documents tab. Users can now successfully preview supported Office file formats after upload without needing to convert them to PDF.
Incorrect Punctuation Added When Linking Treatment Plans to Progress Notes — Fixed on June 18, 2026
Resolved an issue where linking Treatment Plan content into Progress Notes could introduce unexpected punctuation, including misplaced commas and incorrect sentence formatting. Linked content now retains the original formatting and punctuation from the Treatment Plan, ensuring accurate text rendering within Progress Notes.
Missing Integration Error Messages During User Updates — Fixed on June 18, 2026
Resolved an issue where integration error messages were not displayed when updating user account information. Relevant error messages now appear correctly, providing users with clear feedback when an integration-related issue prevents the update from being completed.
Missing Interventions in Treatment Plans — Fixed on May 28, 2026
Resolved an issue where interventions were not available for short-term goals under the Housing/Living Environment Deficiency (Dim 6) problem in Chemical Dependency Treatment Plans. Interventions now display correctly for applicable manifestations and disciplines.
AI Scribe Content Disappearing from Notes — Fixed on May 28, 2026
Resolved an issue where content entered in the Instructions/Recommendations and Therapy Content/Clinical Summary sections of AI Scribe-enabled notes could disappear after leaving and re-entering the work area. Content entered in these sections now saves correctly.
Incorrect Consent Confirmation Message — Fixed on May 28, 2026
Resolved an issue where consent confirmation messages incorrectly stated that a staff user personally consented to Telehealth, Medication History, or SMS Reminders. Consent messages now correctly indicate when a staff member obtains consent on behalf of a patient.
Service Dates Displayed Incorrectly During Payment Posting — Fixed on May 28, 2026
Resolved an issue where service dates displayed in the Add Claim sidebar did not match the dates shown on the Enter New Payment screen during payment posting. Service dates now display consistently across both views.
Incorrect Dates Displayed in Managed Care Authorization — Fixed on May 28, 2026
Resolved an issue where Issued Date and Expiry Date values in the Managed Care Authorization section could display one day earlier after saving. Authorization dates now display correctly after being saved.
Claim Order Changed During Manual Payment Distribution — Fixed on May 28, 2026
Resolved an issue where claims added to the Distribute Manual Payment screen could reorder automatically after being added. Claims now remain in the same order in which they were added during payment distribution.
Quick Calendar Print Displayed Incorrect Mobile Phone Number — Fixed on May 22, 2026
Resolved an issue where the Print All Clinician Appointments option in the Quick Calendar displayed the client’s Home Phone number in the Mobile Phone field. The print output now correctly displays the client’s mobile phone number.
Quick Calendar Print Missing Notes Information — Fixed on May 22, 2026
Resolved an issue where the Print All Clinician Appointments option in the Quick Calendar did not include Patient Calendar Notes or Event Notes in the exported PDF. The exported PDF now correctly displays these details for each appointment, when applicable.
Unable to Transfer Insurance Balance to Client Balance in Ledger — Fixed on May 22, 2026
Resolved an issue where users could not transfer the remaining insurance balance to the client balance from the Ledger, even when the entered amount matched the remaining balance exactly. The Transfer Balance screen now allows the balance transfer to save correctly without displaying an incorrect validation error.
Eligibility Check Select All Checkbox Not Working — Fixed on May 22, 2026
Resolved an issue where the Select All checkbox in the Eligibility Check screen from the Calendar did not select appointments. The Select All option now correctly selects and deselects all eligible rows, and the header checkbox state now updates correctly based on selectable appointments.
Secondary Claims Included Incorrect Adjustment Information — Fixed on May 22, 2026
Resolved an issue where adjustment information on secondary claims could be duplicated during claim generation, which could cause claim rejections. Secondary claims now generate adjustment information correctly.
Recoupment Posting Caused Incorrect Claim Balances — Fixed on May 22, 2026
Resolved an issue where recoupment transactions posted through ERA Posting or Manual Payment Posting could apply in the incorrect order, causing incorrect negative insurance balances in the Account Ledger. Claim balances now calculate correctly after reversal and replacement payment postings.
Unable to Transfer Insurance Balance After Coverage Update — Fixed on May 22, 2026
Resolved an issue where users could not transfer an insurance balance to the client balance from the Account Ledger after updating an insurance policy end or suspend date. The system now correctly recognizes existing insurance balances associated with submitted claims and allows balance transfers after coverage updates.
Session End Time Reverted Incorrectly in Progress Notes — Fixed on May 22, 2026
Resolved an issue where manually entered session end times could revert to an earlier time in generated progress notes, resulting in an incorrect session duration. Session times and calculated durations now save and display correctly in the progress note
Time Spent Updates for Rescheduled Appointments — Fixed on May 12, 2026
Resolved an issue where changes to the Time Spent field could fail to save for notes linked to rescheduled appointments. Time Spent updates now save correctly after appointments are moved on the calendar.
Insurance Balance Calculation Issue — Fixed on May 12, 2026
Resolved an issue where posted insurance payments were not correctly applied to the insurance balance in certain cases. This issue could cause the full charge amount to continue appearing as an outstanding insurance balance after payment was posted. Insurance balances and account calculations now display correctly.
Charts with hyphen not appearing in search — Fixed on May 8, 2026
We fixed an issue where charts with hyphens in their names did not appear in search results within both Chart Face and Calendar. Charts with hyphenated names now display correctly when searched.
eRx Reactivation Issue After Re-Enabling Organization and Users – Fixed on May 8, 2026
Resolved an issue where eRx access could fail after re-enabling previously disabled organizations and users. The system now correctly restores eRx functionality when organizations and users are reactivated.
Missing Medicare Insurance Information on Secondary Claims – Fixed on May 8, 2026
Resolved an issue where certain secondary insurance claims could be rejected by the clearinghouse due to missing Medicare-related insurance information. This update ensures the required insurance details are correctly included during claim submission.
Payment Link Showing $0.00 for Self-Pay Clients – Fixed on May 8, 2026
Resolved an issue where payment links displayed a $0.00 balance for clients without insurance coverage. Payment requests now correctly display the outstanding client balance in the payment link wizard.
Invoice Amount Due Excluding Patient Charges – Fixed on May 8, 2026
Resolved an issue where invoices displayed only the copay amount in the Amount Due section instead of the full patient balance for self-pay charges or patient-responsibility charges such as no-show and late cancellation fees. Invoices now correctly display the total amount owed by the client.
Distribute client payment not working — Fixed on May 01, 2026
Previously, users experienced a problem where attempting to distribute unapplied client payments would result in a continuous loading (spinning wheel) and the action would not complete. This has been fixed, and the functionality is now working as expected.