> ## 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.

# Intake Screening & Triage — User Guide

> This guide helps intake coordinators and admissions staff conduct screenings, record triage results, and monitor SLA compliance.

> **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

| Role                | Use Case                                         |
| ------------------- | ------------------------------------------------ |
| Intake Coordinator  | Conduct screenings, record dispositions          |
| Clinical Supervisor | Review clinical escalation flags, triage results |
| Admissions Manager  | Monitor SLA compliance dashboard                 |

***

## Prerequisites

### Permissions Required

| Permission            | Description                                     |
| --------------------- | ----------------------------------------------- |
| `ce.screening.view`   | View screening records                          |
| `ce.screening.create` | Conduct new screenings                          |
| `ce.screening.manage` | Configure SLA thresholds, manage questionnaires |

> **Note:** Contact your organization administrator if you don't have the required permissions.

***

## Getting Started

### 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

***

## Common Tasks

### 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.

***

### 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

***

### 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

***

## 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:** Missing `ce.screening.create` permission

**Solution:**

1. Contact your organization administrator
2. Request the `ce.screening.create` permission

***

## Glossary

| Term            | Definition                                                   |
| --------------- | ------------------------------------------------------------ |
| ASAM Score      | Addiction severity index (0-4 scale)                         |
| SLA             | Service Level Agreement — time-to-screening target           |
| Disposition     | Outcome of screening (proceed, waitlist, refer out, decline) |
| Triage Category | Urgency classification (standard, priority, urgent, crisis)  |

***

**Last Updated:** 2026-03-28\
**Questions?** Contact your organization administrator.