01 · Payroll Close & Agency
Updates live as you type
Days since visit are counted to this date.
Office details & saved templates optional
Locked: saved templates keep your agency, payroll window and clinician roster. Unlocks with Pro.
02 · Visit Note Queue
STEP 1 · VISIT QUEUEOne row per visit. Use a visit or episode reference, not a patient name. Days, urgency, payroll and billing columns compute from the close date and payroll window.
| # | Visit ref | Clinician | Discipline optional | Visit date | Note status | Life-safety alert |
|---|
Life-safety alert: tick when the visit flagged a safety concern that needs same-day clinician contact while the note is open.
03 · Follow-Up & Release Review
Click any total, contact line or blocker to jump to the cell that drives it.
Office guidance Enter the close date and at least one complete visit row.
Who to contact
| Clinician | Open notes | Worst urgency | Open visit refs | Office owner |
|---|
Reviewer sign-off
Locked: prints a reviewer sign-off block on the close workpaper. Unlocks with Pro.
Payroll Close Note Workpaper
WP-4562 · Visit-note close summary
AWAITING INPUT - NOT VALID
◇ Awaiting input - complete Step 01 on the left to calculate
Next: enter the payroll close date and at least one visit row.
| Visits evaluated | - |
|---|---|
| Notes submitted | - |
| Drafts open (unsigned) | - |
| Notes missing | - |
| Follow-ups queued | - |
| Payroll blockers (critical + high) | - |
| Billing holds · notes not submitted | - |
Visit-note ledger
| # | Visit ref | Clinician | Visit date | Days | Note | Urgency | Payroll | Billing |
|---|
Blockers & next follow-up
Agency & close period
Show the math
Prepared with Home Health Note Queue
Administrative workflow aid only. It does not guarantee payroll, billing, reimbursement or compliance outcomes and makes no clinical judgments. Follow your agency, payer, privacy and clinical-documentation policies.