📝 Overview
Appointments Missing Charges is one of several Health Check panels under Simple Reporting. It flags appointments that don't have a valid charge recorded against them based on your system's configuration — a common sign that a visit was seen but never billed, or that a charge exists but isn't mapped correctly.
To access this report, go to Reporting > Simple Reporting, then select the Health Check tab and open the Appointments Missing Charges panel. From the Health Check tab, you can click Check All to run every Health Check panel at once, or Run on this panel individually.
💡 Recommended cadence: Run Health Check daily, at the end of each shift, or weekly. Catching flagged items regularly is far easier than reconciling a backlog later.
🔗 How Appointments Are Validated
This health check doesn't just look for the absence of any charge — it checks whether a valid charge exists for that specific appointment type, based on how your system is configured:
Each appointment type has a Valid Charge Type setting, found under System Settings > Appointment Settings > Appointment Types. This determines which charge bucket (for example, Chiropractic Visit) is used to validate charges for that appointment type.
The services that belong to each bucket are defined under System Settings > System Configuration > Tracking and Reporting Configuration.
In other words: an appointment can be flagged here either because no charge exists at all, or because a charge exists but isn't mapped to the bucket that appointment type expects.
📊 What the Report Shows
If everything is clear, the panel displays: "Congratulations, you don't have any items that match this health check!"
When appointments are flagged, the panel shows a table with:
Column | What It Shows |
Patient | The patient tied to the appointment (clickable — opens the patient's snapshot) |
Case | The patient case associated with the appointment |
Type of Appointment | The appointment type |
Date | The appointment date |
Actions | An "Exclude from report" button |
✅ Resolving Flagged Appointments
Start by clicking into the patient's name to open their snapshot, then check their transaction history for a valid charge on the appointment date. From there, there are three possible paths:
No charge exists at all — add the correct charge to the patient's ledger with the appropriate date, then click Recheck on the Health Check Report to confirm it clears.
A charge exists but isn't mapped to the right bucket — go to System Settings > System Configuration > Tracking and Reporting, add the missing service to the relevant bucket, save, and rerun the Health Check Report.
The flag is correct as-is and no change is needed — click Exclude from Report.
⚠️ "Exclude from Report" is permanent, not a temporary dismiss. Once excluded, that appointment will not reappear on this health check again, even if it still technically has no valid charge. Use it only after verifying the item is correct and doesn't need further action — not as a shortcut to clear the list.
❓ Common Questions
Will adding a charge automatically clear the flag? Not automatically — add the charge, then click Recheck on the report to refresh the results and confirm it clears.
Why is an appointment flagged even though I know a charge exists? The charge may exist but not be mapped to the bucket that appointment type expects. Check the appointment type's Valid Charge Type setting and confirm the service is included in that bucket under Tracking and Reporting Configuration.
Is "Exclude from Report" permanent? Yes. It sets a flag directly on the appointment record, so it will not reappear on this health check again, even in future runs. Only use it for appointments that have been verified as correct.
Can I undo an exclusion? There's no exclusion-removal button on this report. If you've excluded an appointment in error, you would need to address it directly on the appointment or ledger rather than through this health check.
Does this affect the related Appointments Missing SOAP Notes health check? No — they're tracked independently. Excluding an appointment here only affects the Missing Charges check.
Can I run every Health Check panel at once? Yes — use Check All from the Health Check tab to run all panels together, or Run on an individual panel like this one.
✅ Key Takeaways
This health check flags appointments without a valid charge, determined by each appointment type's configured Valid Charge Type and the service buckets defined under Tracking and Reporting Configuration.
A flagged appointment can mean no charge exists, or a charge exists but isn't mapped to the right bucket — these require different fixes.
After adding a charge, click Recheck to refresh the report.
"Exclude from Report" is permanent — reserve it for appointments verified as correctly needing no further action.
Recommended cadence: run daily, end-of-shift, or weekly.
📌 Conclusion
Appointments Missing Charges is a quick way to catch unbilled visits before they turn into lost revenue — but resolving a flag correctly depends on understanding why it was raised. Before adding a new charge, check whether one already exists and is simply mapped to the wrong bucket in your Tracking and Reporting settings. Reserve "Exclude from Report" for appointments you've verified need no further action, since that step can't be undone from within the report.