When to Use This Article
Use this article when you need to:
Review month-end alerts for your facility
Identify documentation that must be completed before closeout
Resolve errors that block monthly closure
Print or filter alerts by therapist, theme, or alert type
Navigate directly to tasks requiring action
For an in-depth guide on the Month end workflow click here.
For common trouble shooting questions click here.
Overview
The Monthly Closeout Alerts page consolidates all documentation and compliance items that must be completed before the billing cycle can close. Alerts are grouped into Errors, Warnings, and Ignores, based on enterprise rules.
Errors must be resolved before closing the month.
Warnings allow closeout but should be reviewed.
Ignores are informational only and do not impact workflows.
DORs can review all alerts for a selected month, drill into details, and use direct action links to complete required tasks.
Navigating the Monthly Closeout Alerts Page
1. Access the Monthly Closeout Alerts Tab
From the left navigation, open:
Documents → Monthly Closeout Alerts
You can switch between:
Monthly Closeout
Weekly Closeout
Use filters at the top to select:
Month
Year
Each row represents a monthly billing cycle.
2. Understanding the Closeout Cycle Table
Each cycle row includes:
Cycle Date
Total Alert Count
Breakdown of Errors, Warnings, Ignores
Status (Open or Closed)
Action Arrow to view details
Click the arrow to open the detailed alert breakdown.
Detailed Alert View
When you enter a cycle, you will see two major components:
1. Visual Overview
This section displays:
Total alerts
Errors (blocking issues)
Warnings
Ignores
Top alert themes (e.g., Signatures, Documentation, Billing)
Top alert owners (usually therapists)
This helps identify patterns and workload distribution.
2. Alerts Table
Below the summary is the full list of alerts. Each row includes:
Alert Title (description of the issue)
Theme (documentation, signatures, EOC, billing)
Therapist
Patient Name
Document (eval, daily note, recert, etc.)
Due Date
Action Link to resolve the alert
Available Actions:
Filter by Errors only
Filter by Warnings only
Print alerts
Search by patient, therapist, document type, or keyword
Tip
If you cannot find an alert, clear all filters.
Alert Types and Their Meaning
Errors (Must Be Resolved)
Errors prevent the billing cycle from closing.
Common examples:
Documentation Is Overdue
Missing Co-Signature
Episode of Care Open — Missing Evaluation
SSN Missing
Incomplete Billing Following an Evaluation
Missing Therapist Signature
Missing Physician Signature
Errors require immediate action.
Warnings (Review Recommended)
Warnings do not block month-end closeout but should be reviewed.
Examples:
Physician e-signature missing (based on enterprise settings)
Progress Note approaching due date
Documents due soon
Ignores
Ignores appear for visibility only and do not require action.
They are configured by Regional leadership.
Examples:
Low-impact demographic fields
Informational-only alert types
Taking Action on Alerts
For each alert:
Locate the item in the Alerts Table
Review the alert title and theme
Click the Action link
Complete the task directly from the page you’re taken to
Actions are role-specific:
Therapists complete documentation
DORs oversee completion and follow up on blockers
Physicians sign evals and recerts in their Physician Dashboard
Important Rules
Errors must be cleared before the month can be closed.
Alerts follow enterprise configuration set by Regional leadership.
Monthly closeout updates automatically as tasks are completed.
A single document may appear in more than one category depending on missing items.
Ignores require no action.
Troubleshooting
A full troubleshooting guide is available here:
Monthly Closeout Troubleshooting: Resolving Common Alerts
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If you need any further support, please contact your customer success representative. We're always here to help!