Finding Missing Timesheets
How to find every visit still waiting on a report, and who to ask about it
A visit only counts once its report is logged. There are two places to find the ones that haven't been: Logging To-Dos covers the whole agency, and the Missed button covers one patient.
What counts as missing
Both places list the same three things:
- Unverified (blue): the day was billed before its report arrived. These come first, because the claim has already gone out.
- Missing (red): you marked the day Missed because the report never came in. It stays listed until the report arrives and is logged.
- Unlogged (gray): a visit on the schedule, in a past month, with no report entered.
The current month isn't included. Reports for it are still coming in.
Days covered by a hospital stay, a hold or a No service note are left out.
Logging To-Dos
Open it from the checklist button at the bottom left of any page, just above your account button.
Choose how to browse with the switch at the top of the list on the left:
- Binders follows the paper. Pick a binder on the left to see its patients, alphabetized, each with a count of what's missing.
- Caregivers is for chasing. Pick a caregiver to see every report they still owe, across every binder. Visits with no caregiver on the schedule are listed under Unassigned. Each patient's binder is shown after their name, and a patient with visits in two binders is listed once for each.
To work one kind at a time, use the Show filter at the top of the page: All, Unverified, Missing or Unlogged. Each one shows how many there are, and the page remembers your choice. While one kind is selected, a bar at the bottom of the page explains what it means.
Each patient shows a colored badge per kind with how many there are. Hover a badge to see which kind it is. Click a patient to see their dates, each marked with the same colored badge. The arrow at the end of each row opens that day on the patient's calendar, where you log it as usual. Come back to the page and the list catches up.
Logging To-Dos only lists. Nothing is logged or changed from this page, so it is safe to browse.
The Missed button on a calendar
On a patient's calendar, a red "Missed" button in the header shows how many reports that patient is missing, across all months. It only appears when something is missing.
Click it for the list. Each entry shows the date, billing code, units and the reason it's listed. Click an entry to open that day.
A patient's count on the Missed button is the same as the patient's count on Logging To-Dos.
Logging retroactively
You can log units for any past day, even months ago. There's no time limit.
Visits billed before logging
Some binders allow billing before visit reports arrive. A day billed that way is listed as Unverified until you log its report.
When you log it, if the units differ from what was billed, the system flags it for the remittance team to resolve. If they match, the day simply keeps its billing status.