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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.

The Screening page at /ce/leads/:leadId/screening is the full-page screening form for a specific lead. It presents a structured screening form and shows the screening history for that lead below it.

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Overview

Navigating to /ce/leads/:leadId/screening loads ScreeningPage. The page resolves the lead via useLead, shows the lead’s contact name in the header, and renders a ScreeningForm inline. On successful submission, the browser navigates back to the lead detail page. Below the form, ScreeningHistory displays previous screening records for the same lead. The page is gated by ce.screening.create.

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Who it’s for

Permission required: ce.screening.create

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Before you start

  • Navigate to the lead’s detail page (/ce/leads/{leadId}) and use the screening action to reach this page.
  • The lead must exist and be resolvable; otherwise an error message is shown.
  • For a guided multi-step experience, use the Screening Wizard at /ce/leads/{leadId}/screening/wizard instead.

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Steps

1

Open the screening form

From the lead detail page, access the screening link to navigate to /ce/leads/{leadId}/screening.
2

Complete the screening form

Fill in the required fields in ScreeningForm. The form is scoped to the current lead and organization.
3

Submit screening

Click the submit action. On success, the browser returns to the lead detail page at /ce/leads/{leadId}.
4

Review screening history

The ScreeningHistory panel below the form shows all previous screening records for this lead.

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Key concepts

  • ScreeningForm — Accepts leadId, leadCreatedAt, and siteId (nullable). The siteId is passed as null from this page; SME should confirm whether site-specific screening is supported.
  • ScreeningHistory — Displays past screening records for the same lead, enabling reviewers to compare prior assessments.

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/ScreeningPage.tsx
  • src/cores/ce/components/screening/ScreeningForm.tsx
  • src/cores/ce/components/screening/ScreeningHistory.tsx
  • src/cores/ce/hooks/useLead.ts