Patient Accounts
Marking Patient Accounts as In Collections
This Knowledge Base article is a comprehensive guide covering identifying a patient's services and their account are in ICANotes, including updating demographics, examples of running the collections report type, along with how to mark specific ...
How Do I Put A Service Charge In Collections? How Do I Run The Collections Report?
Index Sections How To Put A Service Charge In Collections How To Run The Collections Report Tips & Tricks This knowledge base article will demonstrate the workflow for putting a service charge into collections and how to run a Collections Report. How ...
Hide Disabled Sites in Patient Accounts
Within Patient Accounts, users have the option to hide disabled Sites so they do not appear within the Site dropdown in the Edit Service window (after clicking on the pencil icon to edit). Leaving this field unchecked will display all sites - enabled ...
How to Bill Secondary Insurance
Index Sections How do I bill a secondary insurance? Post Payments and Prep Secondary Claims How do I bill a secondary insurance? Before submitting claims to secondary insurance, the primary payment must first be posted to the patient’s account. There ...
Collecting Nexio Payments using a Credit Card Terminal
Index Sections ICANotes customers using Nexio will now have the ability to collect payments using a Credit Card terminal. To pair a credit card terminal with ICANotes please follow these instructions ICANotes customers using Nexio will now have the ...
Unpaid Payment Requests Report for Nexio
ICANotes now offers the option to track Unpaid Payment Requests for customers using Nexio. The report is located at the bottom of Account Activity in Patient Accounts alongside the Prepayment Report. The Unpaid Payment Requests Report will allow you ...
Credit Card Payment Options in ICANotes
ICANotes offers the following options to our customers to add the ability to process credit card payments. Once you have set up an account with one of the options below, they will need to send the credentials to ticket@icanotes.com to complete the ...
Patient Accounts Reports
Index Sections Accessing Patient Accounts Patient Accounts Report Search Filters Patient Accounts Reports Provider Report Deposit Report This Knowledge Base article is a comprehensive guide covering Patient Accounts Reports in ICANotes, including ...
Collecting and Applying Pre-Payments and the Pre-Payment Report
Sections Collecting a Pre-Payment Applying a Pre-Payment Deleting an applied Pre-Payment Using the Pre-Payment Report Patient payments can be collected as Pre-Payments within Patient Accounts and applied to one or more services. This Knowledge Base ...
Omitting Posted Adjustments
When posting insurance payments via Auto Post or Manual Post, users have the option of omitting adjustments from calculating into the balance when posted to Patient Accounts, as well as omit adjustments from being included in claims for (secondary) ...
Patient Account Auto Responsibility Switch
Group Administrators may go to Group Level Settings & Directories Accounts tab to enable the PA Auto Responsibility Switch. If there is a balance remaining after the primary insurance payment/adjustment, ICANotes will automatically switch the ...
Manually Adding a Patient Payment
1. From the Chart Room, click the button. 2. The Find Patient Account window will pop up. Find the patient by first name, last name, patient ID, or Account ID. Press return to search for the patient. 3. Locate the patient on the list and click on the ...
How To Print A Statement
How To Print A Statement (workflow for recording received payments from patients and giving the patient a statement of service at the time of his/her appointment): ICANotes has the ability to record a service charge based on the clinician's note, ...
Patient Account Reports Custom Export
If you want to create custom reports for patient account reporting, you can do this through exporting. 1. Go to patient accounts. 2. Click on Reports. 3. Enter the search data, select the report type, and click the 'Detail' button. 4. Click the ...
New Service Charge Detail Look
New Service Charge Detail Look A video on the new service charge detail look that was released 5/22/2015. <a data-mce-href="https://teamsupport.viewscreencasts.com/5528d0da19a84cb2a121a143213f71ae" ...
"Signature on File" not to print CMS 1500
If self pay is set in the demographics, the "signature on file" will not print on the CMS 1500 in Box 12. The "signature on file" was removed from self-pay patients. When a doctor's office does not accept insurance, they may print the CMS 1500 out so ...
How to Generate a Superbill in ICANotes
1. To generate a superbill for a patient visit, simply go to the patient's Chart Face and click on the Patient account button. 2. Find the appropriate service charge. Click the printer icon. Note: You need to have a finished note attached to the ...
How to Apply a Refund
Sections Patient Refunds Insurance Refunds Patient Refunds My (test) patient paid too much copay. He paid $45 but only required $25. I am going to show you how to refund $20 to the patient. 1.In the first screenshot, I am showing the patient's ...
How to Create an Invoice for a Miscellaneous Charge
How to Create an Invoice for a Miscellaneous Charge (without an attached Note) 1. Navigate to Patient Accounts from the Chart Room by clicking the Patient Accounts button. 2. Find the patient by first name, last name, Patient ID or Account ID. 3. ...
How to Process Credit Card Charges with CMS in ICANotes
To apply for credit card processing: Start your online application to process credit card payments in ICANotes using this form. Contact CMS to negotiate a rate and set up a merchant account: Phone: 801-623-4000, Opt. 9 (alternate phone: 877-267-4324) ...
Applying Deductibles
Sections Entering Deductible Amount Applying Deductibles Entering Deductible Amount 1. From a patient's Chart Face, select the tab in the upper-left corner. 2. Select the tab at the top. Then select the tab. 3. You can enter deductible amounts here. ...
Manual Post Payments for Secondary Billing
This Knowledge Base guide covers the workflow for using Manual Post Payments in Patient Accounts to manually post an insurance payment – as opposed to auto post – for the purposes of electronically billing the secondary payer. Please note, if your ...
How to Auto Post Insurance Payments in Patient Accounts
Sections Accessing Auto Post Payments Blue Buttons Filters Display Options Practices can load, review, and post remittances to Patient Accounts. To take advantage of this feature, your practice must be submitting insurance claims through ICANotes in ...
How To Search By Payment Identifier/Check Number
Sections In Auto Post Payments In Manual Post Payments In the Payment Report In Auto Post Payments: 1. Select the Auto Post Payments tab. 2. Show Matched is automatically checked when you first access Auto Post Payments. If you do not see the results ...
Using the Billing Reminder Sheet to Collect Copays
Sections Using the Billing Reminder Sheet to Collect Copays IMPORTANT: Complete the following steps BEFORE you bill out the claims. Using the Billing Reminder Sheet to Collect Copays 1. Go to Billing Reminder Sheet via the Reports drop-down menu. 2. ...
How to Add or Edit a Service Charge
Sections Adding a Service Charge Editing a Service Charge Adding a Service Charge If the charge has not been created yet, click the button to create the service charge. On the Add Service window, finished notes are indicated in the right column (see ...
Auto Generate Units and/or Place of Service Codes Based on Clinician Billing Rates Service Combos
Sections Auto Generate Units and/or Place of Service Codes Based on Clinician Billing Rates Service Combos How To Use In settings and Directories under the Specific to Individual tab, there is a tab located under Billing Rates & Payer Rules. This tab ...
How to Manually Record a Large Insurance Check for Multiple Patients
1. In patient accounts, go to 'Manual Post Payments'. 2. On the Manual Post Payments report, fill in fields to narrow the search results (in blue box). Under the Payment Information, fill in fields for record of the payment (in red box). Click ...
Always Patient Responsibility Option
1. A Group Administrator can mark a code as Always Patient Responsibility. Go to the Group Level Settings & Directories and Service/Mod Codes tab. This will cause the charge to not go through an insurance payer and be the patient's responsibility to ...