How to View All Documentation That Has Not Been Signed or Needs Billing Information Added
Published: March 01, 2024
Last updated: August 27, 2026
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).
- Click on Clinical Documentation.
- From here you can go to the drop down and click documentation needing attention. This will show you a list of documents that are missing billing and or signatures.
Documentation needing attention
- Alternatively to view a specific set of documents that are missing billing or signatures you can go to the Organization Admin menu and click Record Centers.
- From here you have the option to choose which set of clinical documentation you would like to see and filter by Billing/signature status.
Bailey Morgan