v8.0 Release Notes (Release Date: March 20, 2025)

Overview 

ICANotes+ version 8.0 brings new features and improvements to enhance functionality and user experience.  

 

Billing Reports – Enhanced Filtering Options

Billing reports now feature additional filters at the top of the page, enabling you to refine report results based on specific criteria.

The screenshot below illustrates the Billing Report. Depending on the report selected from the dropdown, relevant filters will dynamically appear to help you narrow your search.

Billing Report - Filters

You can refine the billing report using the following filters:

1. Client 
   
2. Clinician
   
3. Location

Aging by Service Date Report - Filters

You can refine the aging by service date report using the 'Group By' filter as shown below:

Claim Submission Report - Filters

You can refine the claim submission report using the following filters:

1. Submitter
   
2. Payer
   

Denials Report - Filters

You can refine the denials report using the following filters:

1. Payer
   
2. Client
3. Reason Code
   
4. Insurance Balance Greater Than

Payments / Adjustments Report - Filters

You can refine the payments/adjustments report using the following filters:

1. Clinician
   
2. Location
   

Updated Claim Consent Selection

The claim consent selection process now uses a dropdown list instead of checkboxes.

Changes

• When you create a new chart, the dropdown list defaults to Yes.
• You can change the selection based on communication with the client.

To access claim consent options

1. In the left sidebar, select Chart Room.
2. Create a new chart or open an existing chart.
3. Select the Communications tab.
4. Expand the Consents section.
5. Use the dropdown lists for the following consents:
1. Consent on file authorizing release of information to process and/or adjudicate the claim
   
2. Consent on file authorizing payment of medical benefits
   

When you select a dropdown list, the available options appear.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

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.

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