This report identifies kept appointments for which no progress notes have yet been entered. You can enter notes directly from this report by clicking the Enter Notes button.

  1. Go to Reports > Cases & Notes > Missing Progress Notes  on the primary navigation.

 2) Set the Date Range, Staff, and Client name.

Any staff member with administrator permissions can run a report on fellow administrators, as well as non-administrators, by using the Staff filter:

3) Click Run Report. 

Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.

You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.

4) In the results you can click Enter Notes to enter a missing progress note for a client right from the report. You will see the Create New Wiley Progress Note option if you are using Wiley Progress Notes.

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