Assessment & Care Plan
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      1. Training Academy
      2. Resident Care
      3. Assessment & Care Plan

      Unable to Finalize Assessment or Care Plan

      Edit and add the information to the missing fields to fix the common issue of being unable to finalize

      FAQ: I'm getting an error at the top right screen when I try to finalize an assessment or care plan. How can I fix this?

      1. Open the Assessment Form

        • Go to the assessment you’re trying to finalize.

        • This typically relates to the care plan section.

      2. Check Required Fields

        • Look for fields marked with a star (*), which are required.

        • For example, the resident’s name field is mandatory.

      3. Trigger the Error to Locate the Issue

        • Try finalizing the assessment.

        • If any required field is missing, you’ll see an error message at the top: “An error occurred while finalizing.”

      4. Identify the Problem Area

        • Click on the assessment’s Actions menu and select Finalize again.

        • Synkwise will highlight the missing or incomplete fields in red, helping you locate what needs to be filled in.

      5. Fix and Save

        • Complete the missing information (e.g., re-enter the resident’s name).

        • Click Save.

      6. Finalize the Assessment

        • Return to the assessments page.

        • Click Finalize—the form should now successfully complete.

      7. Still Having Trouble?

        • Use the Help Center at the bottom right corner of Synkwise.

        • Click Contact and Support to reach out for assistance.


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