Practice Better offers different reporting capabilities, which includes a report for unsigned/incomplete notes. This allows you to find all the notes across your clients that haven't been signed and may be incomplete.
Go to My Practice > Reports. click Unsigned & Incomplete Notes. As shown below:
On the left of the report page, you will see different filters you can use, and under "Filter by status" you can select In progress, Completed or Completed & Signed.
Please keep in mind this report will only work if you have been marking the status of the note when you complete it. For example, if all of your notes are in Draft mode when you're done then this won't reflect in the report.
To mark a note completed you can go to My Clients > [Client's Name] and go to the Note section of their Client Record. Click the 3 dots beside the note and select Mark completed.
To save and sign the note, click the note to edit it, click Save at the top right and click Sign and Save. Please note that once a note is signed it will be locked to editing becoming read-only.
