Required_Assessment_Address_SOP.txt

SOP:  Address Fields Required 
Quick Reference Guide & SOP
Required Address Fields when Scheduling Assessment
Effective Date: February 19, 2026
Audience: LHAs, Sales, Operations
Purpose
To provide a unified method for scheduling assessments while ensuring all service and location addresses are captured accurately for reporting and field operations. This guide walks you through scheduling an Assessment directly from the Opportunity or Assessment record using the new scheduling modal.
OPTION 1: Schedule from the Opportunity (Recommended)

Step 1: Open the Opportunity
* Navigate to the client's Opportunity
* Confirm Stage = Assessment Pending

Step 2: Change Stage to "Assessment Scheduled"
* Select Assessment Scheduled in the Stage Path
* The Assessment Scheduling Modal will automatically open

Complete the Scheduling Modal

Section 1: Assessment Information (Required)
You must complete:
* Assessment Date
* Assessment Type
* Assessment Location Type (Home, Facility, Other)

Section 2: Service Address (ALWAYS Required)
This section must be fully completed for ALL Assessment Types:
* Street
* City
* State
* Zip
* Country
You cannot save without completing all fields.

Address Sync Behavior
* If the Client Account address is blank, it will update from the Service Address.
* Existing addresses will NOT be overwritten.

Section 3: Assessment Address (Sometimes Required)
This section appears only when:
* Assessment Type = Fast Start
* Assessment Type = In Person
If shown, all address fields must be completed.
Tip: If Service Address and Assessment Address are the same:
1. Click Copy Address
2. Fields will auto-fill
3. Verify before saving

Saving the Modal
When You Click Save:
* Opportunity Stage updates to Assessment Scheduled
* Assessment Status updates to Assessment Scheduled
* Address sync rules execute

If You Click Cancel:
* Opportunity Stage returns to Assessment Pending
* No changes are saved

OPTION 2: Schedule from the Assessment Record

Step 1: Open the Assessment Record
* Navigate to the Assessment
* Change Status to Assessment Scheduled

Step 2: Complete Required Fields
You must complete:
* Assessment Date
* Assessment Type
* Assessment Location Type
* Service Address (Required for ALL types)
* Assessment Address (if Fast Start or In Person)

Step 3: Save
If required fields are missing, you will see a validation error.

Common Error Messages
Error Message | What to Fix
Service Address is incomplete | Fill in all Service Address fields
Assessment Address required | Complete address for Fast Start or In Person
Assessment Location Type required | Select Home, Facility, or Other
Assessment Date required | Enter a valid date

Quick Reference: What's Required?
Field | Required?
Assessment Date | Yes
Assessment Type | Yes
Assessment Location Type | Yes
Service Address | Always
Assessment Address | Only for Fast Start or In Person