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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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