---
title: What Should I Do if Client Reports Are Missing Intake Data?
description: Learn how to review missing intake data in client reports, document examples, respond to the client, and escalate the issue appropriately.
---

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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

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