Record completeness

The Record completeness report brings your appointments and recorded evidence into one view so you can find gaps in your record-keeping.

Where to find it

It is now called Record completeness and it lives on the Reports page, under Clinical. Use the period picker for a month, a quarter or a custom range; Export CSV includes up to 50,000 appointments, so use a shorter period if your range exceeds that limit. You need clinical access to open the report or export it. If the page says Showing part of this period, its figures cover only the first 2,000 appointments: narrow the period or export it within the 50,000-appointment limit.

What each column means

Each row is one appointment: the Date, the Patient, the Treatment and the Practitioner, so every entry ties to a real, identifiable record. Beside them are seven checks: medical history, consent, treatment record, Batch numbers, photos, notes and treatment map. Each cell says Complete, or what is missing (for example Missing, No products, No notes, or Sent for a form the patient has not yet completed). The Batch numbers check now requires a non-blank batch number on every recorded product line. Without a treatment record it shows No record. It shows Missing batch number when a line lacks one, No products when no products were recorded and Unknown when the evidence could not be read. Medical history needs a completed request without an outstanding replacement. Consent counts when it is linked to the appointment or completed in the preceding 12 months. Photos count within two days either side of the appointment. These checks show what is recorded, so review the underlying evidence too.

Why it matters

You can use the report to review the evidence recorded for each appointment. Its checks do not certify that you meet every insurer's or regulator's requirements. When you need to trace a recalled product to the patients who received it, use Batch recall on the Stock page, which searches the batch numbers on every treatment record: see Handling a product recall with batch search.

Keeping it accurate

The report is only as good as the treatment records behind it, so record the product line, batch number and units every time. Do that consistently and you have a clearer record to review and share when someone asks.