Care that was delivered but never billed
Uninvoiced Appointments finds completed visits that never had an invoice raised against them. This is revenue that's already been earned in every practical sense — the appointment happened, the practitioner's time was spent — but that simply never got captured as a bill. Left unnoticed, it's one of the more common and most avoidable ways a clinic quietly loses money: not from bad debt or discounting, but from billing never happening at all.
It tends to happen for mundane reasons — a busy practitioner marking a visit complete and moving straight to the next patient, a walk-in that skipped the normal booking-to-invoice flow, or a service added during the visit that never made it onto the invoice draft. None of those are unusual on their own, but they compound if nobody is checking for them. This report is built to be run regularly, not just occasionally, precisely because the value of catching an uninvoiced visit drops the longer it goes unnoticed — patients are far more likely to pay promptly for a visit billed the same week than one billed retroactively a month later.
- Which filters Uninvoiced Appointments uses
- What the three KPI tiles measure
- How the Completed, not invoiced table is structured, and why Estimated value is only an estimate
- Why this report is meant to be checked on a regular cadence, not just occasionally
Filters
- <strong>Date range</strong>
- <strong>Location</strong>
- <strong>Practitioner</strong>
The practitioner filter is worth using deliberately here: if one practitioner's name keeps appearing disproportionately across weeks, that's usually a workflow gap worth addressing directly with them, rather than a clinic-wide problem.
KPI tiles
- <strong>Uninvoiced visits</strong> — the count of completed appointments with no linked invoice
- <strong>Estimated value</strong> — what those visits would be worth if billed at standard appointment-type pricing
- <strong>Practitioners affected</strong> — how many distinct practitioners have at least one uninvoiced visit
Table: completed, not invoiced
| Date | Patient | Practitioner | Appointment type | Estimated value |
|---|---|---|---|---|
| — | — | — | — | — |
Each row is an appointment marked completed with no invoice linked to it. Estimated value is calculated from the appointment type's standard price, not an actual charge — since no invoice has been created yet, there's no real invoice amount to show. Treat the total as directional rather than exact: the real figure once billed may differ after discounts, add-on services, or custom pricing are applied.