Sneak Peek: v9.13 Release Notes

Sneak Peek: v9.13 Release Notes

Preview of What's Coming

Overview

Version 9.13 introduces enhancements to improve client search, chart security, billing flexibility, and insurance visibility in ICANotes+.

This release includes support for searching for clients using phone numbers, restricted access for sensitive client charts, individual invoice and superbill generation, and updated insurance sorting logic that treats undated insurance records as active.

Ability to Search Clients Using Phone Number

You can now locate clients using their phone number across ICANotes+.

  • In the Chart Room, enter the client’s phone number and select the search icon to open the client’s Chart Face.
  • From any screen, enter the phone number in the global search bar to view matching results. Select a client to navigate directly to their Chart Face.
Figure 1: Search from Chart Room



Figure 2: Global Search Results



Restricted Access for Sensitive Client Charts

A new Restricted Access option is now available under Settings > Account Management > Caseload Security > Manage Clinical Team by Client.

Administrators and Practice Owners can now restrict Chart Face access for sensitive client records directly from the client’s Clinical Team configuration.

When enabled, only the assigned Admins, Principal Clinician and Clinical Team members can access the chart. Unauthorized users cannot view such clients on chart face, while scheduling and other non-clinical workflows continue uninterrupted.

Restricted Access permissions automatically update when Clinical Team assignments or the Principal Clinician change, ensuring access remains accurate in real time.

All Restricted Access activity is fully tracked in the audit trail for enhanced security and visibility.

To learn more, view the Restricting Access to Sensitive Client Charts knowledge base article.

Generate Invoices and Superbills Separately

You can now generate invoices and superbills independently instead of generating both at the same time.

This enhancement is available in the following locations:

  • During note compilation
  • On the Service Code modal
  • In Account > Invoicing

Generate During Note Compilation

After compiling a note, select the dropdown next to Generate Invoice & Superbill, then choose one of the following options:

  1. Generate Invoice Only
  2. Generate Superbill Only



Generate from the Service Code Modal

On the Service Code modal, select the dropdown next to Generate Invoice & Superbill, then choose:

  1. Generate Invoice Only
  2. Generate Superbill Only



Generate from Account > Invoicing

In Account > Invoicing, select either:

  1. Generate Invoice
  2. Generate Superbill




Selecting Generate Invoice Only opens the screen below, where you can print the invoice. 



Selecting Generate Superbill Only opens the screen below, where you can print the superbill.


Undated Insurances Now Treated as Active

The insurance sorting logic introduced in the earlier Active Insurances Displayed First in the Insurance Section enhancement has been updated.

Insurance records without dates are now treated as Active and displayed at the top of the Insurance section alongside other active insurance entries. This update improves visibility of current coverage information and ensures undated insurance records are prioritized appropriately.

To learn more about the original enhancement, view the Active Insurances Displayed First in the Insurance Section release note.




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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