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Missed Billing Report Use Case

The Missed Billing Report helps you quickly identify when therapy sessions were scheduled but no SOAP note was entered.

Melanie Conlon avatar
Written by Melanie Conlon
Updated over a week ago
  • Location: Billing tab, below the UB04.

  • Access: Available in both the provider and enterprise portals, with a facility filter.

  • What It Shows: Patient name, discipline, and scheduled therapist.

  • How It Works:

    • The report populates the day after planned minutes occur without a SOAP note.

    • Once the missing note is entered, the entry drops off automatically.

This report makes it easy to prevent lost billing opportunities and keep documentation complete.

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