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Version: 1.0.0
Last Updated: 2026-03-28
Module: CE (Community Engagement)
Status: Active
Purpose: This guide helps intake coordinators and admissions staff conduct screenings, record triage results, and monitor SLA compliance.

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Overview

The Intake Screening & Triage system formalizes the process of evaluating leads after initial inquiry. It captures clinical screening data, computes triage urgency, tracks SLA compliance, and routes leads to appropriate downstream workflows (appointment scheduling, waitlist, or referral).

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Key Capabilities

  • Screening Form: Structured questionnaire capture with configurable templates
  • Triage Scoring: ASAM-inspired automated triage (crisis/urgent/priority/standard)
  • SLA Monitoring: Track time-to-screening against configurable thresholds
  • History View: Complete screening history per lead with disposition tracking

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Who Should Use This Guide

RoleUse Case
Intake CoordinatorConduct screenings, record dispositions
Clinical SupervisorReview clinical escalation flags, triage results
Admissions ManagerMonitor SLA compliance dashboard

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Prerequisites

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Permissions Required

PermissionDescription
ce.screening.viewView screening records
ce.screening.createConduct new screenings
ce.screening.manageConfigure SLA thresholds, manage questionnaires
Note: Contact your organization administrator if you don’t have the required permissions.

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Getting Started

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Accessing Screening

  1. Navigate to Community Engagement in the main menu
  2. Open a lead’s detail page
  3. Click the Screening tab or navigate to the screening sub-route

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Common Tasks

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Task 1: Conduct a New Screening

When to use: After initial lead inquiry, when clinical screening is needed. Steps:
  1. Navigate to the lead’s detail page
  2. Click New Screening in the screening section
  3. Select the screening questionnaire template
  4. Complete required fields:
    • Disposition: proceed / waitlist / refer_out / decline
    • Program Type: residential / IOP / PHP / outpatient
    • Chief Complaint: Brief clinical summary
  5. Complete the questionnaire responses
  6. If SUD-related: ensure consent is obtained (42 CFR Part 2 requirement)
  7. Click Submit Screening
Result: Screening is saved, triage score is computed, and downstream events are triggered based on disposition.

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Task 2: Review Screening History

When to use: To review past screening attempts for a lead. Steps:
  1. Navigate to the lead’s detail page
  2. View the Screening History panel
  3. Click any screening row to view full details including triage results

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Task 3: Monitor SLA Compliance

When to use: Admissions managers checking screening timeliness. Steps:
  1. Navigate to CE > Screening > SLA Dashboard
  2. View SLA on-time vs missed by program type
  3. Use date range filters to analyze trends

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Tips and Best Practices

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Do’s

  • ✅ Always record consent before screening SUD-related cases
  • ✅ Review clinical flags before finalizing disposition
  • ✅ Complete screenings within the SLA threshold (default: 4 hours)

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Don’ts

  • ❌ Do not skip consent capture for substance use screenings
  • ❌ Do not override triage category without clinical justification
  • ❌ Do not share screening details outside the care team

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Troubleshooting

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Issue: “Permission denied” when creating screening

Symptoms: Error message when clicking Submit Screening Cause: Missing ce.screening.create permission Solution:
  1. Contact your organization administrator
  2. Request the ce.screening.create permission

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Glossary

TermDefinition
ASAM ScoreAddiction severity index (0-4 scale)
SLAService Level Agreement — time-to-screening target
DispositionOutcome of screening (proceed, waitlist, refer out, decline)
Triage CategoryUrgency classification (standard, priority, urgent, crisis)
Last Updated: 2026-03-28
Questions? Contact your organization administrator.