Incomplete Mandatory Fields

Before you begin, you will want to ensure you are reviewing the correct date.

Select the next arrow to begin the process - the first step in completing your EOD is the incomplete mandatory fields list. This report will show:

• patients first name
• patients last name
• list of missing fields

Use this report to collect missing pieces of information and complete your patient files. To enter this information, you can easily access the patients file by right clicking and selecting view client folder.

If you do not have the missing piece of information, add a memo or note to the patients next visit to gather the information at that time.

In this report you may also see patients with a future assessment or a spouse of a patient who does not attend the clinic. Spouse accounts can be discharged whereas patients with future assessments can be skipped until after their assessment date.