How to track Notes that are billable?

Purpose:
To monitor and analyze clinical documentation eligible for billing using two complementary reporting methods in HelloNote EMR.

Scope:
This procedure covers two reporting approaches:

1. Financial Tracking (Transaction Report):
   • Detailed billing records
   • Payment status monitoring
2. Productivity Tracking (Productivity Report):
   • Billable note volume
   • Clinician productivity metrics

Procedure:

Method 1: Transaction Report (Financial View)

1. Navigate to Billing > Transaction
2. Review:
   • Billable notes processed
   • Associated charges
   • Payment statuses

Method 2: Productivity Report (Volume View)

1. Navigate to Reports > Note Compliance > Productivity
2. Analyze:
   • Count of billable notes
   • Breakdown by clinician
   • Time period comparisons

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To track Notes that are billable you may use the TRANSACTION REPORT (Billing > Transaction)  

You may also use the PRODUCTIVITY REPORT - to keep track of billable notes by count (Report > Note Compliance > PRODUCTIVITY