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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Screening Wizard at /ce/leads/:leadId/screening/wizard provides a structured, step-by-step intake screening experience for a lead, using the platform’s ModuleWizardRenderer (PF-41) with draft persistence and an SLA countdown indicator.

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Overview

Navigating to /ce/leads/:leadId/screening/wizard loads IntakeScreeningWizardPage. The page resolves the lead via useLead, then renders ModuleWizardRenderer for the intake_screening wizard type. Wizard steps cover questionnaire responses, triage summary (ASAM score, recommended level of care, clinical flags), and disposition (proceed, waitlist, refer out, clinical escalation). An SlaIndicator in the header shows elapsed time since lead creation against the configured SLA threshold. On completion, useCreateScreening persists the record and the browser returns to the lead detail page.

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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 first (/ce/leads/{leadId}), then open screening.
  • The lead must exist; the wizard shows an error state if it cannot be resolved.
  • Draft persistence is enabled — an incomplete wizard can be resumed.

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Steps

1

Open the wizard

From the lead detail page, click the screening action to navigate to /ce/leads/{leadId}/screening/wizard.
2

Complete the questionnaire

Answer the screening questionnaire fields for the selected program type (residential, IOP, PHP, outpatient).
3

Review triage summary

The triage step shows the computed triage category, ASAM score, recommended level of care, and any clinical flags.
4

Set disposition

Choose the screening disposition: proceed to admission, waitlist, refer out, or flag for clinical escalation. Enter any required follow-up dates or escalation notes.
5

Complete screening

Click Complete Screening. The record is saved and the browser returns to the lead detail page.

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Key concepts

  • SLA Indicator — Displays elapsed time from lead creation. The SLA threshold is configured per program type via ce_screening_sla_config.
  • Draft persistence — Partial wizard state is preserved so the user can resume an in-progress screening.
  • Disposition types — proceed, waitlist, refer_out; clinical escalation is a flag that can be set alongside any disposition.
  • ASAM score — A numeric score used for level-of-care recommendation; SME must confirm scoring rules.

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/wizards/screening/IntakeScreeningWizardPage.tsx
  • src/cores/ce/wizards/screening/steps/ScreeningQuestionnaireStep.tsx
  • src/cores/ce/wizards/screening/steps/ScreeningTriageSummaryStep.tsx
  • src/cores/ce/wizards/screening/steps/ScreeningDispositionStep.tsx
  • src/cores/ce/hooks/useCreateScreening.ts