ICANotes Updates for December 1, 2020

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ICANotes Updates for December 1, 2020   Changes made to ICANotes in our December 1, 2020 release are described below. Please call ICANotes Support at 443-569-8778 if you have any questions or visit our HIPAA-compliant Support Portal.   Practice Management Updates     Security Passcode We have added a new Security Passcode field to the Security Question management screen. You will be prompted to enter a 4 digit passcode at your next login.  Users can reset their passwords using the Forgot Password page, which is accessible via the Upload site and the browser login page, and entering their username or email address and the answers to their Security Questions. Users can also ask their Security Administrator to reset their password for them. The Security Passcode will be used by the ICANotes Team to verify user's identities when they call in to reset their passwords or request other sensitive changes to their accounts. Please remember that for security purposes, passwords cannot be reset via chat or email.     Billing Report For enhanced performance, we have added two new checkboxes to the Billing & Productivity Report search screen. Hide Claim History will hide the claim history for all patients behind the Claim History button Hide Account Summary will hide the patient account information for all patients behind the Account Summary button Checking these boxes will enable the ability to check Claim History and Account Summary for each patient individually and will allow for faster loading of the Billing Report. If you need to quickly see Claim History or Account Summary for all patients, this can still be enabled on the Billing Report screen.     Auto Post Payments The Posted Date for a batch of posted payments can now be defined via the Auto Post Payments window. Simply search for the payments, then choose Set AP Date of All Posted Payments to: check the box and enter the appropriate date before posting. Leaving the box unchecked will use the current date as the posted date.     Online Post Payments Online Post Payments can now handle the posting of negative payments received from BillFlash. Negative payments must be entered in the Paid column. Applying a negative payment will reduce the Unpaid Posting amount and increase the patient's Unpaid Total. Additional functionality has been updated: Searching for services of patients with unapplied payments will reset the patient's payment amounts Clear (all) Amounts will reset all of the patient's payment amounts Clear (a single service's) Amounts will remove the cleared service's payment amounts from the respective patient's payment amounts Update Unpaid Posting & Unapplied Amounts will adjust the respective patient's payment amounts relative to editing a service with a negative amount or omitting a service with a negative paid amount. Please take a look at our Knowledge Base article for more information on how to use Online Post Payments.     UB04 An additional REF segment for the Attending Provider Secondary Information has been added to Loop 2310A in ANSI 837i claims. When the UB04 fields 76 QUAL and 76 QUAL ID are populated, the REF segment will be included.     Ordering Provider ANSI Option The Ordering Provider information will now populate fields 17 and 17b on the CMS 1500 form when the ANSI option "Add Ordering Provider in Service Loop" is used.      Online Payment Collection via Stripe ICANotes payment collection functionality has expanded to include an integration with Stripe, which supports payments via Apple Pay and Google Pay. Users will be able to request payments from clients via text or email and once paid, details of the payment will sync back into Patient Accounts. Note that the payment link sent to the client expires after 24 hours. Customers who want to use this feature will need to set up an account with Stripe prior to activation. There is no additional charge from ICANotes to add this feature. This feature will be available within the next few weeks. Please click here to be added to the activation waitlist. For more information on this feature, please take a look at this Knowledge Base article.   Clinical Updates   Coming Soon: New Therapist Note HPI ICANotes is always progressing to ensure that our customers have the best experience with our EHR. We recently released our new therapist progress note layout which has been a success. Our customers have greatly appreciated our streamlined formatting and ease of use in the new note. We are now working on replacing the “classic” version of the Non-prescribers History and Physical. The new version has a sleeked and trimmed appearance while providing the same efficiency as the prior format. We are going to have a webinar to get feedback on this new layout and would appreciate your input.  December 21st at 5pm EDT     Quick Note We have added a button to access the Clinical Order Sheet from the Quick Note work areas.     Chemical Dependency Pre-Admission Assessment We have added an option to include a service code within the Summary tab of the Chemical Dependency Pre-Admission Assessment.     Service Codes Triggering CLIA Number Population A number of service codes that are used for lab testing were added to our list of codes that trigger CLIA number population on professional claims. For a comprehensive list of service codes that trigger the CLIA number to populate, please take a look at this Knowledge Base article.       Holiday Hours ICANotes will be closed December 24 & 25 and January 1 in observance of the holidays.     Join Our User Community ICANotes has a private User Community on Facebook where users can interact with each other & some members of the ICANotes team. The ICANotes Team ICANotes Support Portal | ICANotes User Community 443-569-8778

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