Billing Documentation Status Report
The Billing Documentation Status can be found under the "Billing" category of the Report Center. This report displays document data for charges that appear in View/Edit Charges. Making it easy for the biller or practice manager to easily monitor documentation status. The report can be grouped by either "Facility > Day" to show charges per facility or "Provider > Day" to show per provider. Filters allow for only certain documentation status to appear, or only certain documentation types, like Intake or Progress Notes.
Note: Keep in mind that if documentation is done without being associated with a session, meaning that it is uploaded or created outside of the appointment without being associated with a session (for example, by going to New | New Clinical Note and not selecting an "Undocumented Session) then a signed document will not be associated with a session and won't appear on this report, but will appear in the patient chart.