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The problem it solves
Time-based billing depends on providers logging actual session minutes, but that field is easy to skip when a visit is closed out. Missing minutes surface later as billing delays or rework.
What's included
- Automatic check when an appointment is marked Occurred
- Scoped to configured appointment types (e.g. coaching, therapy, intake)
- One-hour grace period before reminding
- Re-check after the wait, so providers who log minutes in time get no task
- Reminder task assigned to the appointment's provider
How it works
Trigger
Appointment marked Occurred
Logic
No session minutes after 1-hour wait
Action
Create task
Missing Session Minutes Reminder catches visits closed out without session minutes, which time-based billing depends on. It's built for practices that bill or report by session length, and requires Automate and Charting. When a configured appointment type is marked Occurred with no minutes logged, the automation waits an hour, re-checks, and only then creates a reminder task for the provider.