v8.13 Release Notes (Release Date: September 17, 2025)

v8.13 Release Notes (Release Date: September 17, 2025)

Overview 

ICANotes+ version 8.13 brings new features and improvements to enhance functionality and user experience.  

New Unapplied Payments Report 

The Unapplied Payments Report provides a detailed view of client payments that have been entered but not fully applied. It helps track remaining unapplied amounts, ensuring that all payments are properly allocated. The report includes client details, payment information, and balances, allowing staff to quickly identify unapplied funds and manage client accounts more efficiently.

This report can be exported in CSV, PDF, or Excel format, similar to other reports. 

To access the Unapplied Payments Report:
  1. Select More from the left sidebar.
  2. Select Reports.
  3. In the Report dropdown, select Unapplied Payments Report.



Notes
To learn more about the Unapplied Payments Report, refer to the detailed Knowledge Base article.

Enhanced Payer Rules 

Payer Rules have been enhanced with additional fields to provide greater flexibility when defining claim submission rules. Values assigned to these fields are transmitted to the clearinghouse when submitting a claim.

New fields available in the Object/Field dropdown
** These fields will appear based on the selected action (Include, Omit, or Replace):
  1. Billing
    1. Billing Entity Qualifier
  1. Receiver
    1. Receiver Submitter ID
  1. Payer (new menu)
    1. Payer ID
  1. Pay-To Address (new  menu)
    1. Pay-To Address 1
    2. Pay-To Address 2
    3. Pay-To City
    4. Pay-To State
    5. Pay-To Postal Code
  1. Claim Information 
    1. Claim Note Text Reference Code
    2. Claim Note Text

Where to find these fields
Navigate to Settings > Revenue Cycle Management > Payer Rules. Create or edit a rule, and expand the Object/Field dropdown to view the new options.

For example, when Billing Entity Qualifier is selected, a box appears to enter the value that will be sent to the clearinghouse when the claim is submitted.





Enhanced CSV Export for All Reports

In the previous release, CSV exports were improved for the Aging by Service Date and Collections reports.

In this release, the same improvements have been extended to all remaining reports:

  1. Flattened data presentation for simpler sorting and filtering.
  2. Groupings moved into their own column for better organization.
  3. Removed page numbers and generation timestamps for a cleaner export.
These enhancements make CSV files more structured, user-friendly, and ready for further analysis.

The snapshot below shows the updated Demographics Report in CSV format.



New Responsibility Filter in Aging by Service Date Report

A Responsibility filter has been added to the Aging by Service Date Report, allowing the report to be filtered by Client or Insurance. By default, All is selected, and the report includes both client and insurance amounts.

In the left sidebar, select More > Reports. In the Report dropdown, select Aging by Service Date Report.




When filtered by Insurance, only insurance amounts appear, with the insurance total displayed in the far-right column.



When filtered by Client, only client amounts appear, with the client total displayed in the far-right column.



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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