A completed visit without a completed note is a clinical and legal gap. This report lists them by practitioner so they're closed within the week, not found at an audit.

What it shows

Note compliance counts completed appointments in the period that have no completed treatment note; a note still in draft counts as missing. It's grouped by practitioner with a compliance rate each. The dashboard's Missing notes item opens here.

Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location, a practitioner. It needs the operational reports permission, which every role has.

The Note compliance report with Compliance rate, Missing notes, Completed appointments and Practitioners figures and a table by practitioner.
Note compliance for the quarter at 92 percent, with one practitioner at 76 percent.

Reading it

Headline figures: Compliance rate, Missing notes, Completed appts, Practitioners.

Columns: Practitioner, Completed, Missing notes, Compliance.

Acting on it

Run it weekly. Each practitioner's own missing notes also appear under Your work today on their dashboard, so a reminder to look there is usually enough.