To learn more about how to configure sharing and access settings for custom buttons, see the Knowledge Base. The screenshot below shows where to find the Share and Access Settings button for custom content.

Learn more: Sharing Custom Buttons with Practice Users

New: Browser Notification Permission Prompt

Why this matters
This update improves how ICANotes+ delivers real-time updates in the application. It helps pages refresh data faster and more reliably, without changing what information you receive or how often you receive it.

What to expect
You’ll see a browser prompt asking to allow notifications for ICANotes+ only.

• Allowing this permission does not mean you’ll receive new popups, alerts, or marketing messages.
• This permission enables a secure technical connection between your browser and ICANotes+ so the app can deliver real-time updates.
• If you allow it, ICANotes+ will be faster and more responsive in areas like billing, notifications, and messaging.
• If you block it, ICANotes+ will continue to work, but some real-time updates won’t appear until you refresh or revisit the page.
• You’ll continue to see the prompt on login until the permission is allowed.

Configure Required Fields for Clinical Notes

You can now configure required fields for clinical notes in ICANotes+.

This enhancement allows your practice to enforce documentation requirements before a note is compiled. When a field is marked as required, users must complete it before compiling the note.

You can currently configure the following fields as required:

• Diagnosis Code

• Service Code

• Time Spent

• Linked Appointment

If a required field is missing, the system displays a validation message and prevents the note from being compiled.

You can also configure exceptions. This allows specific users to compile certain note types without completing a required field, while other users must still meet the requirement.

This is the initial release of the Required Fields feature. Additional fields will be supported in future updates to provide greater flexibility and control over clinical documentation requirements.

See the Configure Required Fields for Clinical Notes Knowledge Base article. 

Worklists: Filters and Sorting Saved per User

You no longer need to reapply your filters and sorting every time you return to a worklist. Previously, when navigating back to a worklist using the app’s navigation buttons—or after logging out and back in—your filters and sorting were reset. With this update, your last-used settings are remembered and automatically restored, helping you get back to work faster.

1. The system now saves your last-used filters and sorting for each worklist tab.
   
2. When you return to a worklist, your previously applied filters and sorting are automatically restored.
   
3. A new Reset Filters button is available:
   
1. Clears all filters
   
2. Removes sorting
   
3. Returns you to the first page
   
4. New Credentials column – A dedicated Credentials column is now available, separate from the Rendering Provider Name field, and supports sorting and filtering.
   
5. Customize columns – Show or hide columns and drag and drop them to change their sequence. Your column visibility and order are saved and remain in place when you navigate away or sign out and sign back in.

• Filters and sorting are saved per user and per device/browser.

• Your settings are restored even after you log out and log back in.

• Use the Reset Filters button to quickly return to the default view.

In this example, when a user returns to a Billing Worklist tab, the system automatically reapplies the last-used filters and sorting instead of showing the default, unfiltered view. The Reset Filters button is also shown, which lets users restore the worklist to its default state.