Purpose
The Missing Transaction Report helps identify appointments where procedure codes were missed during checkout or could potentially be missed if the appointment status changes to Checked Out. This report helps prevent lost revenue and ensures all completed procedures are properly recorded.
Best Practices
Recommended Frequency: Run daily at the end of day or next business day to ensure no procedures were missed during checkout.
Review the report before finalizing end-of-day processes
Work with clinical and front desk staff to update any missing procedure codes.
Note: Blue links in the report allow users to open the related patient or appointment details.
Step-by-Step: How to Generate the Report
Step 1: Navigate to the System Menu > select Operational Reports under Insights
Step 2: Click the + Icon on the left or the Generate Report button on the right to access the report filters.
Step 3: Configure Filters
You can refine the report using the following filters:
Date Range (Maximum 3 months; default is Today) Best Practice is to pull the largest date range to ensure all are found.
Location – Select one or multiple locations
| ⭐ Save Filter: to preserve your selections for future use. |
Click on generate report.
Access & Permissions
If the report is not visible - connect with a super admin at your office to enable your permissions.
User Resource Article: Generate Missing Transactions Report