Overview
A monthly close-out, in two clicks.
Open Billing, RPM tab. Two buttons sit in the header: Set Date Of Service and Bulk Review and Sign. Step one stamps a date of service on every patient in the month. Step two signs off on all of it at once.
The buttons show for super users with the feature on. Date of service always comes first.
·BillingBilled This Month
$3,908
Total Billable
$2,146
Last date of service
Aug 28th 2026
Last signed date
Aug 30th 2026
Patients without signed date
6
The table and its CPT pills are their own topic. This guide covers only the two buttons.
Step one
Set Date Of Service.
The calendar button in the card header.
Pick the month, click the button, choose one date. Save stamps it on every patient in the month.
Patients without a billing record get one; patients with one get the new date. Rerun it anytime: the newest date wins.
While it runs
The strip shows Updating..., the buttons disable, and the page refreshes about a minute later.
Date of service
✕Step two
Bulk Review and Sign.
The checkmark button beside Set Date Of Service.
One pass signs the whole month. The modal asks for Signed At and an optional Note. Save stays disabled until Signed At is set.
Save stamps three values on every patient's month: the signed date, the note, and signed by, each patient's own provider.
No date of service yet? The modal shows "Set a date of service before signing." instead of the form.
Bulk Review and Sign
✕Signed At
2026-08-30Note
August billing reviewed and approved.Bulk Review and Sign
✕Set a date of service before signing.
The strip
The overview strip keeps score.
The white strip under the card header.
Three stats: Last date of service, Last signed date, and Patients without signed date. A dash means no value yet. Updating... means a bulk job is running.
Before the close-out
Billed This Month
$3,908
Total Billable
$2,146
Last date of service
-
Last signed date
-
Patients without signed date
-
While a bulk job runs
Billed This Month
$3,908
Total Billable
$2,146
Last date of service
Updating...
Last signed date
-
Patients without signed date
-
After both steps
Billed This Month
$3,908
Total Billable
$2,146
Last date of service
Aug 28th 2026
Last signed date
Aug 30th 2026
Patients without signed date
6
Visible to super users and account admins.
Audit trail
What the month has on record.
Every patient's month, once both steps have run.
Harold Jensen
RPM Billing • August 2026
One record per patient, per billing month.
After both steps, every patient's month carries the full sign-off: the date of service, the signed date, the signing provider, and the note.
That is what an auditor asks for: a name and a date on every patient, every month.
Worth knowing
- Per patient, not per batch. The record lands on each patient's month individually.
- The signer is the patient's provider. Multi-provider panels attribute correctly.
- Repeatable. Rerun either step; the newest values win.