Incomplete Procedure Notes Report

In Standard Reports, in the Daily section, click Incomplete Procedure Notes.

This report shows all completed procedures with incomplete Procedure Notes or Procedure Group Note, and can optionally include procedures with no note or unsigned notes.



Include procedures with no notes on any procedure for the same day: Check to list patients with completed procedures, on the same day that does not have a note and uncompleted quotations.

Include procedures with a note that is unsigned: Check to include procedures with a note but no note signature (valid or invalid).

Show Excluded Codes: Check to include excluded codes in the report. Users can determine which codes to exclude in Report Setup: Misc Settings, Excluded Codes for Incomplete Procedure Report.

Clinics: Highlight specific clinics, or select All (includes hidden) to include patients for all clinics.

Providers: Highlight specific providers, or click All to include patients for all providers.

Group By: List results are ordered by completed procedure date and patient name. Select one of the following to group the list by:

From / To: Use the From and To dates dropdown menu to select the end date. Includes patients matching the filter criteria within the selected date range. Defaults to today's date.

Click Refresh to update the list after making filter changes.