Fellbrook pre-appointment file hold list, week of Sep 28
Owner: Rohan Bhattacharya. Updated Oct 1, 2026.
Hold list at a glance
Every first appointment booked for the week of Sep 28 whose intake file is still held, with the missing item, its age and the owner, so Larkin Street and Millbank clear their 24 holds before the person arrives. Prepared by the central intake coordinator for the Alderpoint Wellness Group intake team and the front desk at each of the six locations, one business day ahead of the appointments. The list covers the Fellbrook Community Credit Union wellness benefit. Issued Thursday, October 1, 2026.
Where the 212 files stand
The agreed intake rule is that required forms are complete one business day before the first appointment. The four required items are the consent form, the insurance card, the referral document and the emergency contact. Of the 212 first appointments booked for the week of Sep 28, 174 files are complete and 38 are held. Each held file waits on one missing item. The bars below split the 38 by item.
The open holds
The hold list has one record for each of the six locations, and together they hold the 38 files. Read the held count first, then Accepted as exceptions and Next step. Rohan Bhattacharya owns every record and every one is due Oct 6. The table below gives the same counts by location.
Fellbrook holds by location
Counts are the six Fellbrook records. Still to clear is Items minus Accepted as exceptions.
| Location | Held | Consent form | Insurance card | Referral document | Accepted as exceptions | Still to clear | Oldest hold |
|---|---|---|---|---|---|---|---|
| Larkin Street | 14 | 8 | 3 | 3 | 2 | 12 | 9 days |
| Millbank | 10 | 5 | 3 | 2 | 2 | 8 | 8 days |
| Orchard Row | 4 | 2 | 1 | 1 | 1 | 3 | 4 days |
| Northway | 4 | 1 | 2 | 1 | 1 | 3 | 3 days |
| Cedar Hollow | 3 | 1 | 1 | 1 | 0 | 3 | 2 days |
| Riverside | 3 | 1 | 1 | 1 | 0 | 3 | 2 days |
| All six | 38 | 18 | 11 | 9 | 6 | 32 | 9 days |
Larkin Street and Millbank hold 24 of the 38 files, and 20 of the 32 still to clear. Larkin Street collects paper forms at the desk and scans them once a week, so its files look incomplete until the Friday scan. Yolanda Prentiss required same-day scanning at all six locations.
How old the holds are
The grid shows the 38 held files by missing item and by age of the hold: 1 day, 2 to 3 days, 4 to 6 days and 7 to 9 days. Four files are in the oldest column, and all four sit at Larkin Street or Millbank. A hold moves right one column as it ages, so read the right-hand columns first.
The oldest hold is 9 days old and sits at Larkin Street
The Larkin Street record has 14 held files, and its oldest hold is 9 days. A paper form handed over at the desk on a Monday is not in the register until the weekly scan, so the file reads as incomplete for days after the person has done their part. Rohan Bhattacharya accepted 2 of the 14 as administrative exceptions. The other 12 stay held.Consequence. A held file on the day before the appointment goes to the scheduling desk as a booking exception, and the slot may be moved or lost. Ask. Rohan confirms same-day scanning at Larkin Street and clears the 12 remaining holds by Oct 6. The weekly scan on Fri, Oct 2 is the last one under the old routine.
What each missing item means
From hold to cleared
Every hold follows the same path. A hold is cleared only when intake staff confirm the file is administratively complete, or when Rohan accepts it as an exception.
| Step | What happens |
|---|---|
| 1. Check | The file is checked one business day ahead against the four required items. |
| 2. Log | A missing item is logged as a hold with its location, the item and its age. |
| 3. Request | A request goes out for the missing item. |
| 4. Receive | A document that arrives is scanned the same day. Intake staff confirm the file is complete and the hold is cleared. |
| 5. Or accept | If nothing arrives, Rohan Bhattacharya can accept the hold as an administrative exception under the agreed rule. The exception and its approver go into the handoff brief. |
| 6. Or stay held | Otherwise the hold stays open and the scheduling desk is told. |
Chase steps for each hold
Each location works its own list in this order, and Rohan Bhattacharya owns the result for all six.
Larkin Street
14 files held, 2 accepted as exceptions, 12 to clear. From Oct 5 the desk scans paper forms the day they arrive, and Yolanda Prentiss expects confirmation by Oct 6. The oldest file is 9 days old. Tell the scheduling desk about any hold still open on the day before its appointment.
Millbank
10 files held, 2 accepted as exceptions, 8 to clear. The oldest hold is 8 days. Millbank has 5 consent form holds, the second largest group after Larkin Street.
The other four locations
Orchard Row, Northway, Cedar Hollow and Riverside hold 14 files between them, 2 accepted as exceptions, 12 to clear, three at each of the four locations. The oldest hold among them is 4 days, at Orchard Row.
The count to watch
One number tells the front desks how the week is going: files held before the first appointment. It stands at 38 of 212 on Sep 28 and should fall to zero holds that are neither cleared nor accepted. The oldest hold is 9 days.
Who owns the list
Demo client portal. Alderpoint Wellness Group, Fellbrook Community Credit Union, the people and every figure are fictional sample data. Built on FuseBase.