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

Last updated: August 01, 2025

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). 



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