Identifying Encounters Not Billed

Day-to-Day Users
#1

I wanted to see if anyone knew a way to identify two sets of data: (1) calendar entries that haven not had an encountered created and (2) encounters that have not had a fee sheet created.

My understanding of the billing manager is that only encounters with a fee sheet created will appear in the billing manager to submit. I’d like to be able to identify stray encounters that have not been billed.

It would be great if that functionality was built in (and I just don’t know it)! Or if a query would need to be generated to pull out the data.

#2

hi @dmnlbh ,

  1. would be a new report, will have to be a special query because there’s no defined connection btw appointments and encounters currently in the database.
  1. is already captured by the encounters report, the status will change from Empty to Open once a fee sheet has been added