ICANotes+ sends system notifications to a client’s principal clinician for key actions performed in the system. With Notification Settings, practices can extend these notifications to additional users or roles based on practice needs.

This feature allows practices to configure who receives notifications for specific system actions—such as when client or insurance payments are received through Nexio. Instead of limiting notifications to a principal clinician, you can notify multiple users across your practice to improve visibility and operational efficiency.

Additional notification-triggering actions will be added to this section in future releases.

Assign Permission to Access Notification Settings

Access Notification Settings

Follow the numbered badges in the UI for navigation:

1. Click Settings from the left navigation panel.

2. Select Practice Settings from the top menu.

3. Click Notifications from the left pane.

The Notification Settings page opens and displays the configured notifications.

Configure a New Notification Setting

1. On the Notification Settings page, click New Setting.

2. Select the notification action (for example, Collecting Client/Insurance Payments).

3. Choose who should receive the notification:

   • Roles – Select one or more roles.

   • Users – Select individual users, as needed.

4. Send notification to initiator as well - Select this checkbox to also notify the user who added the payment.

5. Save the setting.
   

Once configured, the selected roles and users receive notifications when the specified action occurs.

Example: Collecting Client/Insurance Payments

In this example, the practice configures notifications for client/insurance payments received through Nexio.

When a client or insurance payment is received:

• The principal clinician continues to receive the notification.

• Additional configured roles and users also receive the notification.

This setup ensures that billing staff, administrators, or other relevant users are informed in real time.

Manage Existing Notification Settings

From the Notification Settings list, you can:

• Edit a notification to update the assigned roles or users.

• Delete a notification that is no longer required.

Use these options to keep notification delivery aligned with your practice workflows.

What’s Coming Next

The Notification Settings section will continue to expand with additional system actions, allowing practices to further customize notification delivery as new features become available.