Identifying incomplete or unsigned notes

The best way to identify incomplete or unsigned notes for all patients is to refer to the Unsigned SOAP Note Report. This report will outline all notes that are still waiting to be signed! 


For individual patients, you can view all past encounters, including whether those notes have been signed or not from the Encounters tab of the patient record in the Encounter History side tab.

Once you're on the Encounters tab of the patient record, open the side panel by clicking the arrow on the right-hand side to display previous encounters. 

 

 

  • Signed notes are indicated by a green check mark. 
  • Unsigned (but partially completed) notes are indicated by an orange check mark.
  • Incomplete notes are indicated by a red check mark. This means nothing has been saved for the note. 

 

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