Missing soap note with matching date and case
Reason for this Greensheet:
The scheduled appointment, charges on the ledger, and soap note all need to have the same date of service, and are all under the same case.
What to look for and where to look for it:
Verify which date of service is the issue: Click on the green sheet icon > Click on the greensheet error message to expand > Look through the dates of services that are listed with the specific greensheet error message.
Verify the appointment date: Patient snapshot > Appointments snapshot
Verify the date and case of the charges on the ledger: Patient snapshot > Transaction history
Verify the date of the soap note: Patient snapshot > Visits - see if there is a missing soap note OR if the date of the soap note is wrong.
How to correct:
Either edit the dates on the charges or the soap note to match the appointment date, or add the missing soap note.
Revalidate greensheet