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What Should I Do if Client Reports Are Missing Intake Data?

Learn how to review missing intake data in client reports, document examples, respond to the client, and escalate the issue appropriately.

If a client reports missing intake questions, billing details, or other report discrepancies, document specific examples and escalate the issue promptly.

Example issues

A client may report:

  • Missing intake questions
  • Missing billing details
  • Report data that does not match expectations

Initial review

  1. Review the client’s report.
  2. Identify at least two examples of missing or incorrect data.
    • Example: an ID number appears as 1,2,3 4 instead of 1234
  3. Document your findings.

Required actions

  1. Reply to the client acknowledging receipt.
  2. Include Taylor and Meg on the acknowledgment.
  3. Send your findings privately to Taylor and Meg.

Potential outcomes

  • Call log modifications
  • Invoice adjustments
  • Intake configuration review
  • Client meeting

Escalation

Immediately escalate to:

  • Taylor Zeitlin
  • Meg Ruthenburg