Overview 

ICANotes+ version 7.11 introduces new features and enhancements to improve functionality and user experience.   

Email Confirmation for Appointments Scheduled via Quick Share Link 

Clients will now receive an email confirmation when they request an appointment using the Quick Share Link.

Previously, email acknowledments were sent only when the 'Automatically Confirm Appointments' flag was enabled. With this update, an email confirmation will also be sent when the flag is disabled.

Below is an example of the email confirmation clients will receive when they request an appointment through the Quick Share Link with the 'Automatically Confirm Appointments' flag disabled.  

Display 'Billing Note' on the Aging by Service Date Report  

In the previous release, we introduced the Billing Note feature in the Billing Worklist, allowing billers to add notes directly from the Billing Worklist tab. With this update, billing notes will now be displayed on the Aging by Service Date report, as illustrated in the screenshot below: 

The billing note will also be included when the report is exported to PDF, CSV, or Excel. Below is a screenshot from the Excel file for reference. 

Configure Timely Filing Limit for Payers 

You can now configure timely filing limit for payers based on state-specific rules and regulations. This ensures claims are submitted within the required timeframe. Claims exceeding this limit will be flagged on the billing worklist. Additionally, you can enable a setting to receive notifications a few days before the filing period expires. 

Note: In this release, the configuration for setting timely filing limits is available on the Add/Edit Insurance screen, as shown below. Its impact on the billing worklist, reports, and notifications will be introduced in future releases. 

To set timely filing limit, navigate to Settings > Practice Settings > Payer Settings and click the Edit button for the payer.

• Set Timely Filing Limit: Select this checkbox and specify the timely filing limit in days for the insurance. You can set a limit of up to 365 days. 

• Notify Before Filing Period Ends: Select this checkbox and choose the number of days from the dropdown (up to 7 days). A notification will be sent the configured number of days in advance to remind you to submit the claim. 

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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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.