Documents
When working in the Documents section, you'll see two tabs at the top:
- Document List
- Reports
The Document List allows you to search and manage documentation using a variety of filters, while the Reports tab provides summary report cards based on the filters you've selected.
Document Filters
Document filters help you quickly locate documents based on client information, billing status, signatures, services, dates, and much more.
After selecting your desired filters, click Show Docs to display matching results.
Date Picker
Select which date type you want to search by:
- Date of Service (DOS)
- Date Submitted
- Payroll Date
- Date Last Billed
- Payment Date
Client
Filter documents by client.
Options include:
- Multi-select clients
- Show Inactive Clients
Staff
Filter documents by staff.
Available filters include:
- Author
- Supervisor
- Multi-select staff
- Show Inactive Staff
Service Code
Filter documents by service.
Options include:
- Service Code with Modifier
- Service Code Only
- Multi-select service codes
Site
Filter documents by:
- Site Type
- Site
More Filters
Select More Filters to access additional filtering options.
Template
Filter by one or more document templates.
Options include:
- Multi-select templates
- Show Deactivated Templates
Payers
Filter documents by one or more payers.
Document Type
Available document types include:
- Assessments
- Legal Documents
- Clinic Documents
- Notes
Document Status
Filter by document workflow status.
Available options include:
- Approved
- Not Approved
- Pending Review
- Post Edit Review
Billing Status
Filter by one or more billing statuses.
Available options include:
- Accepted
- Billed Outside of System
- Corrected / Ready to Bill
- Denied
- Error / Correction Needed
- Non-Billable
- Paid
- Partial Pay
- Partially Accepted
- Patient Responsibility
- Queued / Waiting to Process
- Rebilled / Submitted
- Ready to Bill
- Recoupment
- Rejected
- Submitted
- Unassigned
- Void / Ready to Bill
- Write-off / Uncollectable
Locked Status
Filter documents by:
- All
- Locked
- Unlocked
Document IDs
Search for one or more specific documents.
Note: Multiple Document IDs must be separated by a comma.
Flag Name
Filter by one or more document flags.
Flags are created and managed by your clinic.
See the Document Flag Management article for additional information.
Client Status
Filter by one or more client statuses.
Client Statuses are managed within Clinic Settings.
See the Client Status Management article for additional information.
Has Attachment
Filter documents by attachment status.
Options include:
- All
- Yes
- No
Signature Status
Filter by document signature status.
Available options include:
- Author Signed
- Client Signed
- Multi Signed
- Reviewer Signed
- Not Author Signed
- Not Reviewer Signed
- (Only) Author Signed
Payroll Status
Filter documents by payroll status.
Available options include:
- All
- Yes
- No
- Rollover
- Not Reimbursable
Referral Source
Filter documents by referral source.
See the Referral Source Management article for additional information.
School Code
Filter by one or more School Codes.
See the Understanding Clinic Document Settings article for additional information.
Client Age
Filter documents by client age.
Options include:
- Over 18
- Under 18
Billing Batch ID
Search by Billing Batch ID.
Denial Reason
Filter by denial code and denial reason.
Late Note
Filter documentation based on whether it was submitted late.
Options include:
- All
- Show Late Notes
- Show On-Time Notes
Client Paid
Filter by client payment status.
Options include:
- All
- Paid
- Unpaid
NC IDs
Search by Notenetic Batch ID.
Note:
- Multiple IDs must be separated by commas.
- Enter numeric values only (no letters).
ND IDs
Search by ND IDs.
Note:
- Multiple IDs must be separated by commas.
- Enter numeric values only (no letters).
Show Trashed Documents
Displays documents that have been moved to the Trash.
Document Reports
Select the Reports tab to view summary report cards based on your currently selected filters.
Each report card updates automatically based on the filters you've applied.
Available Report Cards
Staff with the Most Documents
Displays:
- Staff Name
- Number of Documents
- Time
- Billing Charges
Billing Metrics
Displays:
- Billing Status
- Number of Documents
- Billing Charges
Clients with the Most Documents
Displays:
- Client Name
- Number of Documents
- Time
- Billing Charges
Billing by Payer
Displays:
- Payer
- Number of Documents
- Billing Charges
Document Status
Displays:
- Status
- Number of Documents
Template
Displays:
- Template Name
- Number of Documents
Documents by Service Code
Displays:
- Service Code
- Number of Documents
- Units
- Billing Charges
Documents by Site (New)
Displays:
- Site
- Number of Documents
- Units
- Billing Charges
Access Reminder
The information displayed in both the Document List and Reports is based on your assigned role and permissions.
If expected data is missing, verify your access level or contact your Super Admin.
💡 Tips
- Multiple filters can be combined to narrow your search results.
- Most dropdown filters support multi-select, allowing you to search across multiple values simultaneously.
- After changing filter selections, remember to select Show Docs to refresh the results.
- Your selected filters also determine the data displayed on the Reports tab.
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