Overview  

This KB article includes the new features released in ICANotes+ version v6.11. 

Ability to Post Payment for the Claim Submitted Outside ICANotes+   

Practices using a system other than ICANotes+ to submit claims can now post payments within ICANotes+ to those encounters. This includes submitting claims through insurance portals, paper claims, etc. The practice user must mark the encounter as billed, which will move it to the Billed Encounters list.

Follow these steps to post payment for the claim that has not been submitted in ICANotes+.

1. Navigate to Dashboard > Billing Worklist > Unbilled Encounters tab. 
2. Select an encounter that has been submitted from the other system (not from ICANotes+.)
3. In the Actions dropdown, select the Mark as Billed option.

4. The encounter will appear in the Billed Encounters tab as shown below:

5. Navigate to Dashboard > Payments Worklist > Manual Posting Worklist tab.

6. Click the Enter New Payment button.

7. Enter payment information and click the Save Payment Information button.

8. The following screen will appear. Click the Add Claims button.

9. On the Add Claims screen, search for the client for which the claim has been submitted outside ICANotes+. 

10. Select the client from the list and click the Add Selected Claims button.

11. The following screen will appear. Enter the payment details and click the Post Payment button.

12. You will see a success message as shown below that the payment has been posted successfully.