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Unsigned notes

Unsigned notes are very good at becoming invisible right up until they are suddenly an emergency. Your Assistant gives you the backlog in one place.

Practice admin
Runs on its own:
Whenever you ask

Ask your Assistant

Show me every note that is still unsigned. Group them by how old they are, include the client and date of service, and put the oldest or most time-sensitive documentation at the top.

Show me every note that is still unsigned. Group them by how old they are, include the client and date of service, and put the oldest or most time-sensitive documentation at the top.

See it work

Example

Unsigned notes

Alex · Tue 2:00 PM · Session 14

5 unsigned notes:

  • Sep 18, M., 12 days old
  • Sep 22, Alex, 8 days old
  • Sep 24, Morgan, 6 days old
  • Sep 28, A., 2 days old
  • Sep 29, T., 1 day old

The oldest two are at the top.

Fictional example · No real client data.

How it works

Reads from

No items found.

Can do

This job only reads. It changes nothing.

It checks documentation status

Completed sessions are compared with note and signature status.

It shows the actual backlog

See which notes still need your signature or completion without opening the chart one client at a time.

You clear the list

Finish what needs finishing and stop using low-grade guilt as a task-management system.

Your most popular FAQs

What does the Unsigned notes job show?

Every note in Upheal that is still unsigned, by client and date, in one place.

Can it sign them for me?

No. Signing is yours. It gives you the backlog so you can work through it before it becomes an emergency.

Why does this matter for billing?

Claims in Upheal run from signed notes. An unsigned note is a session that cannot be billed yet, which is why the backlog tends to surface right when a claim is due.

Can it help me sign faster?

It gives you the list. Work through it in Upheal, and run Note compliance check on any note you are unsure about before signing.

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