ICANotes Updates
ICANotes Updates
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ICANotes Updates for January 22, 2021

Changes made to ICANotes in our January 2021 release are described below. Please call ICANotes Support at 443-569-8778 if you have any questions or visit our HIPAA-compliant Support Portal.

Practice Management Updates

Prepayments
We have made a change so that when a prepayment is applied to a service and later deleted, the amount paid will now return to the original prepayment total. The removal of a prepayment from a service will also be visible in the prepayment description.
New Chart Room
We are currently testing a new Chart Room layout which will feature a left navigation sidebar. Users are able to toggle between the 'New' and 'Classic' layouts as desired. To have this feature enabled, please have a security administrator email ticket@icanotes.com
Authorization to Bill Insurance Logo
A logo can now be added to the Authorization to Bill Insurance custom form. If you have a logo uploaded for your group, you can choose to Include Logo and it will load onto the authorization form for you.
ANSI Options 
A new ANSI Option has been added to Exclude Group Number in Subscriber Loop. When selected, this option will exclude the group number on both the HCFA and ANSI files.
Group Rules
A new group rule, Do Not Require Group Number for Provider Payer Rules, has been added. This can be enabled in the Security Center Group Rule's section on the Defaults tab.
This group rules allows clinicians to set provider payer rules without requiring an Insurance Group Number.

Clinical Updates

New Therapist Note
For practices with the New Therapist Note enabled, you can now select the Classic note style as your default. This option is available in Settings & Directories on the 'Options' tab.
Additionally, we have made some grammatical changes to some of the shrubs in the New Therapist Note.
Therapy Groups
Therapy Groups now allows cosigners to be requested when adding a new session. Cosign requests can be viewed in the Clinician Reminder Sheet.
Coming Soon: New Custom Form/Assessment
The Mini Nutritional Assessment will be available within the next few weeks.

Join Our User Community

ICANotes has a private User Community on Facebook where users can interact with each other & some members of the ICANotes team.
The ICANotes Team
443-569-8778


1600 St. Margarets Road | Annapolis, MD 21409 US



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