The Unbilled Notes report lists signed Text Notes and SOAP Forms that have no billing (CPT) codes. Use it to catch notes that need codes before you print or upload superbills.

The report only includes properties that have Track billing codes on notes turned on. This setting is off by default for every property. See Track Billing Codes on Notes to turn it on.

To see the report, your role needs:

If no property tracks billing codes, the report does not appear in the sidebar.

In the left sidebar, go to Reports → Unbilled Notes.

Notes with no date of service are filtered by the date they were created.

At the top of the report you'll see:

When you pick one provider, the summary shows only that provider's notes.

This table lists each provider with signed notes in the period, with their Signed notes, Unbilled notes, and Billed rate. Providers with the most unbilled notes are listed first.

Select Show notes on a provider's row to see only that provider's unbilled notes.

This list shows each unbilled note, newest date of service first, with:

Select Open note to open the note in a new tab, then add codes in the Insurance Codes section. You can add codes after a note is signed. See Insurance Codes (Billing & Diagnosis).

The list shows 50 notes per page. If every signed note in the period has codes, you'll see No unbilled notes.

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