We've developed a streamlined system to track which users have completed their documents and which have not, ensuring better compliance management. This feature includes the ability to send reminders, sort users by organization or team, and even export the list for easy review during meetings or other discussions. With these tools, providers and organization admins can efficiently monitor document completion, follow up with non-compliant users, and maintain accurate records—all in one accessible platform.

Video Tutorial:

Step-By-Step Tutorial - Web:

1. Accessing the Report: 

Navigate to the Document Management tab on the left-hand menu.

Select Document Compliance Report.

2. Searching and Sorting Patients:

Use the search bar to find a specific patient by typing their name.

To sort by First Name or Last Name, click the filter icon in the search bar and select your preferred option.

3. Filtering by Status, Organization, or Team:

Status Filter: Select this option to view patients with a specific document status.

Organization Filter: If assigned to multiple organizations, all accessible patients display by default. Use this filter to view patients within a specific organization.

Team Filter: To narrow the list to a specific team within an organization, select the Team filter and choose the desired team.

4. Understanding the Patient Listing:

• Click the > icon to the left of a patient's name to view their required documents and each document's status (Missing or OK). 

• Perform patient-specific actions by selecting the menu icon to the right of the patient's name: 

Send Reminder: Sends a reminder to the patient's primary user to complete missing documents. You can customize the message or use the default. Click OK to send. Note: Sending to all will deliver to your standing filter. It is recommended to filter to “needs attention”; your reminder will deliver to only those that need documents completed.

Patient Documents: Opens the patient’s document tab.

Add Document: Allows you to select and complete a document on behalf of the patient.

To send a document reminder to all patients, click the paper airplane icon. You can customize the message before sending.

5. Exporting the Compliance Report:

Click the download icon to export the report:

Patients Only: Exports patient names and overall document status.

Patients and Documents: Exports patient names along with a detailed breakdown of each document and its status.

After selecting your export type, a running job alert will appear. Once the job is complete, the alert turns green, and you can download the report.

Step-By-Step Tutorial - App:

1. Accessing the Report:

Select the settings tab

Select Document Compliance Report.

2. Searching and Sorting Patients:

Use the search bar to find a specific patient by typig their name.

To sort by First Name or Last Name, click the filter icon in the search bar and select your preferred option.

3. Filtering by Status, Organization, or Team:

• Status Filter: Select this option to view patients with a specific document status.
• Organization Filter: If assigned to multiple organizations, all accessible patients display by default. Use this filter to view patients within a specific organization.

4. Understanding the Patient Listing:

• Click the > icon to the right of a patient's name to view their required documents and each document's status (Missing or OK).
• Perform patient-specific actions by selecting the menu icon to the right of the patient's name: 

Send Reminder: Sends a reminder to the patient's primary user to complete missing documents. You can customize the message or use the default. Click OK to send.

Patient Documents: Opens the patient’s document tab.

Add Document: Allows you to select and complete a document on behalf of the

To send a document reminder to all patients, click the paper airplane icon. You can customize the message before sending.