Purpose: This guide helps intake coordinators and admissions staff conduct screenings, record triage results, and monitor SLA compliance.
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).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
Who Should Use This Guide
Prerequisites
Permissions Required
Note: Contact your organization administrator if you don’t have the required permissions.
Getting Started
Accessing Screening
- Navigate to Community Engagement in the main menu
- Open a lead’s detail page
- Click the Screening tab or navigate to the screening sub-route
Common Tasks
Task 1: Conduct a New Screening
When to use: After initial lead inquiry, when clinical screening is needed. Steps:- Navigate to the lead’s detail page
- Click New Screening in the screening section
- Select the screening questionnaire template
- Complete required fields:
- Disposition: proceed / waitlist / refer_out / decline
- Program Type: residential / IOP / PHP / outpatient
- Chief Complaint: Brief clinical summary
- Complete the questionnaire responses
- If SUD-related: ensure consent is obtained (42 CFR Part 2 requirement)
- Click Submit Screening
Task 2: Review Screening History
When to use: To review past screening attempts for a lead. Steps:- Navigate to the lead’s detail page
- View the Screening History panel
- Click any screening row to view full details including triage results
Task 3: Monitor SLA Compliance
When to use: Admissions managers checking screening timeliness. Steps:- Navigate to CE > Screening > SLA Dashboard
- View SLA on-time vs missed by program type
- Use date range filters to analyze trends
Tips and Best Practices
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)
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
Troubleshooting
Issue: “Permission denied” when creating screening
Symptoms: Error message when clicking Submit Screening Cause: Missingce.screening.create permission
Solution:
- Contact your organization administrator
- Request the
ce.screening.createpermission
Glossary
Last Updated: 2026-03-28
Questions? Contact your organization administrator.