v9.3 Release Notes (Release Date: November 26, 2025)

v9.3 Release Notes (Release Date: November 26, 2025)

Overview 

ICANotes+ version 9.3 includes several enhancements that improve functionality and user experience.

Patient Calendar Notes Now Visible in Appointments

You can now add patient-specific notes in demographics that automatically appear on the client's appointments. This update helps ensure that important information is visible across visits without re-entering it each time. 

Add Patient Calendar Notes in Demographics

A new field, Patient Calendar Notes, is available under Demographics > General in the patient chart. Use this field to enter patient-specific notes that you want to display on all appointments. You can enter up to 1,000 characters.





View Notes on Appointments

Notes entered in the Patient Calendar Notes field automatically appear on:

  • Current (already scheduled) appointments

  • Future one-time and recurring appointments

  • Updates to the field apply immediately across all linked appointments.

The notes field in appointment details is now labeled Appointment Notes.




Print All Clinician Appointments From the Quick Calendar

You can now generate a printable list of all clinician appointments for a selected date directly from the Quick Calendar. This enhancement helps practices review, share, or archive daily appointment details in a structured and easy-to-read PDF format.

A new Print All Clinician Appointments button is available next to the existing Print button on the Quick Calendar. When you select a date and click Print All Clinician Appointments, a PDF preview opens in a modal. You can then print or download the PDF using your standard print options.



The PDF provides an organized list of appointments grouped by clinician. Each group includes the clinician name and appointment date. Clinicians are listed alphabetically, and appointments within each group are sorted by start time.


Each appointment includes the following details:

  • Appointment start and end time

  • Appointment status and duration

  • Client details:

    • Chart ID

    • Name

    • Date of birth

    • Home phone

    • Mobile phone

    • Insurance carrier #1 and #2 name

    • Policy number

    • Patient balance

  • Appointment Notes (Patient Calendar Notes will be included in the PDF in an upcoming release)

  • Principal clinician name


Update Payment Date and Posted Date in Auto Post Payments

You can now update the Payment Date and Posted Date for posted payments in the ERA Worklist. This enhancement helps ensure that payment information in ICANotes+ aligns with your bank deposit records, especially when checks are deposited on a different date than when they are entered.

What’s Improved

  • Editable Payment Date: You can update the Payment Date after a payment is posted by selecting a new date using the calendar icon. A toast message confirms the update: “Payment Date updated successfully.”

  • Editable Posted Date: For ERAs with a status of Posted, you can now adjust the Posted Date. A toast message confirms the update: “Posting Date updated successfully.”

  • Consistent Data Across the System: Updated dates are saved to the database and reflected in the Payments/Adjustments tab and related reports.

How to Update Dates

Go to Dashboard > Payments Worklist > ERA Worklist and locate the posted entries. In the Payment Date and Posted Date columns, update the dates as needed.






View Provider NPI, Units, and Modifier Codes on the Superbill

When you create a superbill, you can now view the provider’s NPI, units associated with the service codes, and any applicable modifiers. This enhancement supports customers who share superbills with their clients for insurance reimbursement.





Ability to Select the “New Claim” Option When Rebilling

Previously, when rebilling a claim, only two options were available: 7 – Replacement of Prior Claim and 8 – Void/Cancel of Prior Claim. You can now also select 1 – New Claim in the Claim Frequency Code dropdown when rebilling a claim from the Billed Encounters tab.

Locate the following screens for reference.

 




Editing Posted Date in the Payments/Adjustments Accordion

This enhancement allows users to update posted dates for payments and adjustments directly in the Account Payments/Adjustments accordion. This improvement helps billers align posted dates with bank records and correct data entry errors, ensuring greater accuracy across financial workflows.

To edit the posted date:

  1. Go to the client’s chart.
  2. Select the Account button.
  3. Expand the Account Payments/Adjustments accordion.
  4. Click the Details button to open the payment information.



On the Transaction Details screen, you can update the posted date for individual encounters directly in the table.


To update the posted date for all encounters at once, edit the posted date at the top of the screen.


When you change the posted date at the top, the system prompts you to confirm before applying the new posted date to all charges in the payment. 


After you confirm, the updated posted date is applied to all charges.



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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