> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configurable Clinical Assessment Templates — Integration Document

> Feature ID: CL-02-EN-61 Core: CL Status: ✅ Complete Spec: CL-02-EN-61 Last Updated: 2026-04-09

**Feature ID:** CL-02-EN-61\
**Core:** CL\
**Status:** ✅ Complete\
**Spec:** [CL-02-EN-61](../../../specs/cl/specs/CL-02-EN-61-configurable-clinical-assessment-templates.md)\
**Last Updated:** 2026-04-09

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## Summary

CL-02-EN-61 adds organization-configurable clinical assessment templates that merge with jurisdiction-required elements from CL-02-EN-60. Templates allow orgs to add custom sections beyond the jurisdiction baseline while ensuring regulatory minimums are always met.

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## Integration Pattern

* **Upstream:** PF-96 (jurisdiction profiles via CL-02-EN-60 `useClinicalRules()`)
* **Internal:** CL-02-EN-60 (provides `required_assessment_elements` baseline)
* **Pattern:** Platform Layer (PF-96 read) + CL-internal merge engine

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## Data Model

| Table                             | Purpose                                                      |
| --------------------------------- | ------------------------------------------------------------ |
| `cl_assessment_templates`         | Org-level template definitions (name, type, version, status) |
| `cl_assessment_template_sections` | Template sections with ordering, required flag               |

Both tables have standard RLS with `organization_id` scoping.

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## Merge Engine

`mergeAssessmentSections(jurisdictionRequired, templateSections)` — Pure function that:

1. Takes jurisdiction-required elements from CL-02-EN-60
2. Takes org template sections from `cl_assessment_template_sections`
3. Produces a merged ordered list ensuring jurisdiction requirements cannot be removed

Exported from `src/cores/cl/shared/validation/` for reuse.

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## Permissions

| Key                              | Purpose                        |
| -------------------------------- | ------------------------------ |
| `cl.assessment_template.create`  | Create new templates           |
| `cl.assessment_template.edit`    | Edit existing templates        |
| `cl.assessment_template.archive` | Archive/deactivate templates   |
| `cl.assessment_template.view`    | View template list and details |

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## UI Routes

| Route                               | Component              | Permission                    |
| ----------------------------------- | ---------------------- | ----------------------------- |
| `/cl/settings/assessment-templates` | Template list + editor | `cl.assessment_template.view` |

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## Security & Tenant Isolation

* All template reads/writes scoped by `organization_id` via RLS.
* Template metadata does not contain PHI.
* Version history tracked via `version` column and `updated_at`.

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## Testing

* 22 unit tests covering merge engine, template CRUD hooks, and UI components.

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## Related Specs

* `specs/cl/specs/CL-02-EN-61-configurable-clinical-assessment-templates.md`
* `specs/cl/specs/CL-02-EN-60-jurisdiction-aware-assessment-requirements.md`
* `docs/architecture/integrations/CL-02-EN-60-jurisdiction-aware-assessment-requirements-INTEGRATION.md`