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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.

Updated over 6 months 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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