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Greensheet Errors: Non-finalized soap note was found with matching date and case
Greensheet Errors: Non-finalized soap note was found with matching date and case
Updated over a month ago

Non-finalized soap note was found with matching date and case

Reason for Greensheet:

  • A soap note needs to be in a finalized status (meaning not saved as a draft), in order for the system to be able to bill.

What to look for and where to look for it:

Patient snapshot > Visits > Brown exclamation box on the soap note.

How to correct:

  1. Patient snapshot > Visits > Clock on the soap note that is not finalized > Edit note > Finish the soap note > Finalize.

  2. Revalidate greensheet

Video:

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