How to View All Documentation That Has Not Been Signed or Needs Billing Information Added

Last updated: April 10, 2024

How to View All Documentation That Has Not Been Signed or Needs Billing Information Added

To view incomplete documentation at your practice:

  • Click on Organization admin > Dashboards (at the top right of your window)



Organization admin > Dashboards







  • Click Go on Clinical Documentation 


Clinical Documentation dashboard






  • From here you can see unsigned documentation, documents missing billing information, and therapy/billable events that were completed but are missing required documentation. 



Different sub-dashboards