Release Notes
v9.15 Release Notes (Release Date: July 3, 2026)
Overview The v9.15 release introduces support for submitting claims to tertiary payers and includes a confirmation prompt when changing a customer's plan type to Part-Time Prescribing Clinician. Ability to Submit Claims to the Tertiary Payer ...
v9.14 Release Notes (Release Date: June 18, 2026)
Overview Version 9.14 includes enhancements to prescribing workflows, the Client Portal, reporting, document management, and ASAM documentation. Highlights include the ability to prescribe multiple medications in a single action, a redesigned Client ...
v9.13 Release Notes (Release Date: May 28, 2026)
Overview Version 9.13 introduces enhancements to improve client search, chart security, billing workflows, insurance visibility, and ASAM terminology consistency in ICANotes+. This release adds support for searching clients using phone numbers, ...
v9.12 Release Notes (Release Date: May 8, 2026)
Overview Version 9.12 introduces enhancements to reporting, billing workflows, and SMS tracking. This release adds new insurance-related filters in the Billing Worklist, expands filtering and data visibility in the Clinical and Demographics Report, ...
v9.11 Release Notes (Release Date: April 15, 2026)
Overview Version 9.11 introduces updates that help staff work more efficiently across scheduling, clinical documentation, reporting, and billing. You can now send Telehealth session links by SMS directly from Calendar appointments, see who last ...
v9.10 Release Notes (Release Date: March 31, 2026)
Overview ICANotes+ version 9.10 delivers significant enhancements across both clinical and billing workflows. This release improves clinical documentation flexibility and usability, while introducing several billing enhancements to improve accuracy, ...
v9.9 Release Notes (Release Date: February 19, 2026)
Overview ICANotes+ version 9.9 includes enhancements focused on functionality and the overall user experience. Share Custom Buttons Across Your Practice You can now share your custom buttons with other users in your practice—so your team doesn’t have ...
v9.8 Release Notes (Release Date: February 4, 2026)
Overview ICANotes+ version 9.8 includes enhancements focused on functionality and the overall user experience. Customizable Client Portal Email Templates Practices can now customize the email templates used for Client Portal communications to ensure ...
v9.7 Release Notes (Release Date: January 21, 2026)
Overview ICANotes+ version 9.7 includes updates designed to improve functionality and the overall user experience. Rule Out Diagnoses in Clinical Notes Clinicians can now rule out diagnoses to document diagnostic uncertainty without impacting ...
v9.6 Release Notes (Release Date: January 8, 2026)
Overview ICANotes+ version 9.6 includes a new feature and enhancements to improve functionality and user experience. Medical Decision Making (MDM) Coding Support (AMA 2023) ICANotes+ now includes a Medical Decision Making (MDM) feature to help ...
v9.5 Release Notes (Release Date: December 24, 2025)
Overview ICANotes+ version 9.5 includes several enhancements that improve functionality and user experience. Co-Signature Preferences Are Now Retained The Co-Signature section on the dashboard now remembers your preferences, allowing you to resume ...
v9.4 Release Notes (Release Date: December 10, 2025)
Overview ICANotes+ version 9.4 includes several enhancements that improve functionality and user experience. Editing a Client’s Appointment from the Appointment Report You can now open and edit an appointment directly from the Appointment Report. ...
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 ...
Enhanced SMS/Text Appointment Reminders (Release Date: November 7, 2025)
Enhanced SMS/Text Appointment Reminders The SMS/Text Appointment Reminders feature has been enhanced to give you more flexibility. You can now configure up to six different reminders, each in its own tab. Navigation path: Settings > Calendar Settings ...
v9.2 Release Notes (Release Date: November 13, 2025)
Overview ICANotes+ version 9.2 includes minor usability enhancements, including improved clinician sorting and new report filters. View Clinicians in Alphabetical Order on the Calendar Clinicians are now displayed in alphabetical order in the ...
v9.1 Release Notes (Release Date: October 29, 2025)
Enhanced Search Functionality in the Manual Posting Worklist Previously, when adding claims in the manual payment worklist, searches were limited to client name, account number, and date of service. You can now search claims using additional ...
v9.0 Release Notes (Release Date: October 15, 2025)
Overview ICANotes+ version 9.0 brings new features and improvements to enhance functionality and user experience. Display and Manage Group Rosters from Therapy Groups Sidebar The Group Rosters tab is now available under the Therapy Groups section in ...
v8.14 Release Notes (Release Date: October 1, 2025)
Available on Request (Exclusively for Prescribers in This Release) New Primary Care Note ICANotes+ now lets you create a Primary Care Note. Similar to other notes, you can use shrubs to efficiently capture content. You can also document service ...
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 ...
v8.12 Release Notes (Release Date: September 5, 2025)
Improved CSV Export for 'Aging by Service Date' and 'Collections' Reports We have updated the Aging by Service Date and Collections reports to make exported CSV files easier to use. Flattened data presentation for simpler sorting and filtering. ...
v8.11.1 Release Notes (Release Date: August 28, 2025)
Overview ICANotes+ version 8.11.1 includes updates designed to maintain system accuracy and support smoother claim processing. EPSDT Indicator Added for Medicaid Insurance and Claims To help prevent potential Medicaid claim rejections, an EPSDT / ...
v8.11 Release Notes (Release Date: August 20, 2025)
Freeze a Client's Account You can now freeze a client’s account in ICANotes+. Freezing an account is useful in situations where you need to temporarily restrict a client’s activity—such as when there is a significantly overdue balance, pending ...
v8.10 Release Notes (Release Date: August 6, 2025)
Overview ICANotes+ version 8.10 brings new features and improvements to enhance functionality and user experience. Introducing the New Collections Report The New Collections Report provides a detailed view of outstanding client balances and amounts ...
v8.9 Release Notes (Release Date: July 23, 2025)
Make Payments via Statement Link Using QR Code Clients can now make secure online payments directly from their statements using a QR code–enabled payment link. This enhancement streamlines the payment process by allowing clients to pay ...
v8.8 Release Notes (Release Date: July 10, 2025)
Overview ICANotes+ version 8.8 brings new features and improvements to enhance functionality and user experience. Additional Adjustment Transaction Code Types Added You can now select from new transaction code types when adding a client adjustment. ...
v8.7 Release Notes (Release Date: June 26, 2025)
Dedicated eRx Suffix Field Added Previously, prescribers included a suffix in prescriptions by using the Title/Credentials field. With this release, a dedicated eRx Suffix field has been introduced to ensure clearer and more accurate transmission of ...
v8.6 Release Notes (Release Date: June 12, 2025)
Overview ICANotes+ version 8.6 brings new features and improvements to enhance functionality and user experience. New Option to Omit Diagnoses from Notes and Claims A new checkbox has been added to the diagnosis entry screen that allows providers and ...
v8.5 Release Notes (Release Date: June 2, 2025)
Overview ICANotes+ version 8.5 brings new features and improvements to enhance functionality and user experience. The New In-app Messaging Feature The new In-app Messaging feature allows practice users to send internal messages to other users within ...
v8.4 Release Notes (Release Date: May 13, 2025)
Overview ICANotes+ version 8.4 brings new features and improvements to enhance functionality and user experience. Support for Adding Tertiary Insurance for Clients ICANotes+ already allows billers to add primary and secondary insurances. With this ...
v8.3 Release Notes (Release Date: April 29, 2025)
Overview ICANotes+ version 8.3 brings new features and improvements to enhance functionality and user experience. New Fields Added to Demographics Report In the Demographics Report, the following new columns have been added. These columns will appear ...
v8.2 Release Notes (Release Date: April 15, 2025)
Overview ICANotes+ version 8.2 brings new features and improvements to enhance functionality and user experience. Distribute Unapplied Payments Automatically A new popup has been added to simplify and streamline the process of distributing unapplied ...
v8.1 Release Notes (Release Date: April 03, 2025)
Overview ICANotes+ version 8.1 brings new features and improvements to enhance functionality and user experience. Redesigned Chart Face: Improved Navigation and Accessibility The Chart Face screen has been redesigned to enhance user experience by ...
v8.0 Release Notes (Release Date: March 20, 2025)
Overview ICANotes+ version 8.0 brings new features and improvements to enhance functionality and user experience. Billing Reports – Enhanced Filtering Options Billing reports now feature additional filters at the top of the page, enabling you to ...
v7.14 Release Notes (Release Date: March 07, 2025)
Overview ICANotes+ version 7.14 brings new features and improvements to enhance functionality and user experience. Transfer Ownership to Another User of Practice The system now allows practice owners to transfer ownership to another user with an ...
v7.13 Release Notes (Release Date: February 19, 2025)
Overview ICANotes+ version 7.13 brings new features and improvements to enhance functionality and user experience. Medication Expiration Date Displayed on Chart Face The Current Medications section on the chart face now displays the medication’s ...
v7.12 Release Notes (Release Date: February 04, 2025)
Overview ICANotes+ version 7.12 introduces new features and enhancements to improve functionality and user experience. Permissions for Managing Chart Flag Messages Chart Flag Messages are now permission-based, allowing only authorized users to view ...
v7.11 Release Notes (Release Date: January 21, 2025)
Overview ICANotes+ version 7.11 introduces new features and enhancements to improve functionality and user experience. Email Confirmation for Appointments Scheduled via Quick Share Link Clients will now receive an email confirmation when they request ...
v7.10 Release Notes (Release Date: January 03, 2025)
Overview ICANotes+ version 7.10 introduces new features and enhancements to improve functionality and user experience. Receive Lab Results Electronically for Orders Not Placed Through ICANotes+ ICANotes+ now supports receiving electronic lab results ...
v7.9 Release Notes (Release Date: December 12, 2024)
Overview This KB article includes the new features released in ICANotes+ version v7.9. New Permission to Generate Invoice A new permission 'Generate Invoice' has been added in the Billing section to control access to generating invoices. Users must ...
v7.8 Release Notes (Release Date: November 26, 2024)
Overview This KB article includes the new features released in ICANotes+ version v7.8. View Permissions in Alphabetical Order The Roles & Permissions page now organizes permissions alphabetically, making it easier to locate them quickly. To access ...
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