Standard Report:

NOTE: File Audit permission required

Displays notes that have not been signed and who still need to sign the note for it to be completed.

  • This report is developed based on any outstanding signatures.
  • There is no date requirement.
  • A user drop down is populated only by those users that have an outstanding signature requirement and also gives the option to select All Active users, All Inactive Users. 

 Library (Custom) Report:

Contact Pending Signatures: displays number of notes that need to be signed by contacts. It can be filtered by Tags and shows the Client ID (CID), Contact Name, Type, Start Date, Discharge Date, and Number of Required Signatures. Sorted by client with the most number of signatures required to the least.

For more documentation on reports, Click HERE.

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