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

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). 




Dashboards





  • Click on Clinical Documentation. 




Clinical documentation tile





  • 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


Record Center





  • From here you have the option to choose which set of clinical documentation you would like to see and filter by Billing/signature status.





Record Center Menu






Billing/signature status filter