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Incomplete Procedure Note Report

This report shows all completed procedures with incomplete Procedure Notes or Group Notes, and can optionally include procedures with no note or unsigned notes. 

  • Incomplete Procedure Note: A procedure with uncompleted quotations in the Notes text (e.g Due Date ""). Flagged with a red Incomplete Note warning above the note.
  • No Procedure Note: The procedure has never had text in the Notes box, and all other procedures with the same date also have no note.
  • Unsigned Procedure Note: There is a note on the procedure that has not been signed (valid or invalid signature).

Note: To control user access to this report, see Report Setup - Security Permissions.

  1. In the main menu, click Reports, Standard
  2. In the Daily section, click Incomplete Procedure Notes. 

  1. In the first calendar select the start date. In the second calendar select the end date. Today's date is the default.
  2. Select the providers and clinics to include:
    Providers: Highlight the Providers to include. Press Ctrl while clicking to select multiple providers, or click All to select all providers.
    Clinics:  If using Clinic(s), select the clinics to include.
  3. All procedures with 'incomplete' notes are included in the report. Optionally select other procedures to include. Set the defaults in Report Setup - Misc Settings.
    • Include procedures for patients with no notes on any procedure for the same day: Include completed procedures that have had no note entered for any procedure completed the same day.
    • Include procedures with a note that is unsigned: Include completed procedures that have no signature (valid or invalid).
  4. Click OK to generate the report.  For a description of toolbar buttons, see Complex Report System.


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