Overview  

This KB article includes the new features released in ICANotes+ version v7.8. 

View Permissions in Alphabetical Order 

The Roles & Permissions page now organizes permissions alphabetically, making it easier to locate them quickly.

To access this feature: 

1. Navigate to Settings > Practice Settings > Roles & Permissions.
2. Create a new role or edit an existing one.

You’ll notice that each permission section is listed alphabetically, as shown below: 

When you expand any section, the permissions within it are also displayed in alphabetical order, as illustrated below: 

View the Most Recent Notifications at the Top  

Notifications are now displayed with the most recent ones at the top for easy access.

To view notifications, click the bell icon in the top-right corner of your screen, as shown below.  

When the notification slider appears, the latest notifications will be displayed at the top, eliminating the need to scroll to the bottom to find them. 

Additionally, when you navigate to the Notification Center page from the slider, you’ll see the most recent encounters listed at the top, as shown below. 

New Clearinghouse for Claim Submission 

ICANotes+ is now integrated with the Etactics clearinghouse, enabling practices to submit claims and download remittances. To activate this new clearinghouse for your practice, please contact our customer support team. 

Adjusting Client Balances in the Account Ledger

Billers can now directly adjust client balances within the Account Ledger section using a new pencil icon in the Client Balance column. This feature ensures that when the client balance is updated, the insurance balance is automatically adjusted.

Navigate to the Client’s Chart Face > Billing tab > Account Ledger panel. Locate the pencil icon in the Client Balance column. 

Clicking the pencil icon opens an editable field where you can adjust the client balance. 

After making changes, the system will prompt you to save them. Once saved, the insurance balance will be automatically updated to reflect the adjustment. 

If the entered client balance exceeds the total balance, the system will display an error message, preventing the change. 

New Permission to View Invoices and Superbills 

A new permission 'View Invoice and Superbill' has been added in the Billing section to control access to viewing invoices and superbills. Users must have this permission to view invoices and superbills from the Billing tab, Documents tab, or within a Note. Users without this permission will see a restriction tooltip when they hover over the View Invoice or View Superbill options. 

Where This Permission Applies:  

Billing > Invoicing Section

• If users lack permission, the View Invoice and View Superbill buttons will appear disabled, with a tooltip explaining the restriction, as shown below. 

Documents Tab

• Without permission, the View Invoice and View Superbill buttons will also be disabled here, displaying the same tooltip. 

Within a Note

• When generating an invoice in a note, users without the required permission will find the View Invoice and View Superbill buttons disabled, with the tooltip appearing as shown below. 

New 'Next Responsibility' Field in ERA and Manual Posting Worklist  

ICANotes+ introduces a new feature that lets you allocate the remaining balance to the primary payer, secondary payer, or client. To support this functionality, the Next Responsibility  dropdown has been added to both the ERA Worklist and Manual Posting Worklist. This dropdown is available for records with Not Ready and Ready to Post statuses. 

New 'Next Responsibility' dropdown in the ERA Worklist

New 'Next Responsibility' dropdown in the Manual Posting Worklist

View Subtotal and Grand Total on the Aging by Service Date Report   

The Aging by Service Date Report now includes a Subtotal and Grand Total column on the far-right side of the report.

• The Subtotal column is divided into two sections: Client and Insurance, showing the total amount for each aging column.
• The Grand Total column displays the combined total amount for both Client and Insurance. 

The Subtotal and Grand Total values will also be included when exporting the report to Excel or PDF. Refer to the screenshot below for an example of the report in Excel. 

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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.