1. Go to Settings.

2. Select Roles and Permissions.

3. Select the role to update.

4. Under Chart Face, locate Manage Clinical Team.

5. Select the checkbox to allow users to manage the clinical team, or clear the checkbox to restrict access.

6. Click Save.
   

This enhancement provides more granular control over clinical team management while preserving visibility for users without edit access.

When a note is linked to an appointment, the note status appears when you hover over the appointment.

The Chart Face now displays the client’s preferred name (if different from the first name) in parentheses before the client’s name.

Export Appointments without Notes to CSV

You can now export the appointments list to a CSV file. The Export CSV button is available on the Appointments without Notes tab when accessed from the Dashboard.

Clients Can Electronically Sign Custom Forms in the Portal

Clients and guardians can now electronically sign custom forms and assessments directly from the Client Portal that are shared by the clinician. This update makes it easier to complete required administrative and clinical paperwork securely before appointments.

For clinicians

• You can use Share to sign for custom forms and assessments.

• The workflow works the same way as it does for other note types.

• Once shared, the form is sent to the Client Portal for review and signature.

For clients and guardians

• You can view, download, and electronically sign custom forms sent by your provider from the Client Portal.

• Guardians can sign on behalf of the client they manage.

• Signed forms are securely saved and accessible just like other signed documents.

• Forms shared using Share to sign appear in the Client Portal.

• Clients or guardians follow the existing e-signature workflow.

• Signed forms are retained and can be viewed in ICANotes+.

• Both signed and unsigned forms can be downloaded from the portal.

• Updated or signed forms are also available in the Documents tab in ICANotes+.

This enhancement helps reduce paperwork during appointments and ensures accurate, timely completion of important forms.

New Clearinghouse Option: Navicure

ICANotes+ now supports Navicure as a clearinghouse for claim submission and ERA downloads.

This update allows practices using Navicure to continue submitting claims without changing their clearinghouse setup.

Payments/Adjustments Report Includes Unapplied Transactions

The Payments/Adjustments report now includes transactions created when previously applied payments are moved to Unapplied.

What’s new

• When an applied payment is unapplied, the resulting transactions are now displayed as separate rows in the Payments/Adjustments report.

Why it matters

• Improves visibility into unapplied payment activity.

• Helps billing teams accurately review financial changes and update payroll or reconciliation as needed.

Posting Date Defaults to Distribution Date for Unapplied Client Payments

When distributing an unapplied client payment, the posting date now defaults to the date of distribution instead of the original collection date.

What’s new

• In Account > Payments/Adjustments, when you select Distribute for an unapplied payment, the Posting Date field in the Distribute Unapplied Payment dialog automatically populates with today’s date.

• The posting date no longer defaults to the original payment collection date.

• After saving, the selected posting date is consistently reflected in the ledger and reports.

Why it matters

• Ensures distributed payments reflect the correct posting date.

• Improves accuracy in payroll, financial, and reporting workflows.

• Reduces manual corrections and reporting discrepancies.