> ## 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.

# Screening Wizard

> Multi-step intake screening and triage wizard for a lead, covering questionnaire, triage summary, and disposition with SLA tracking.

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.

## 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.

## Who it's for

Permission required: `ce.screening.create`

## 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.

## Steps

<Steps>
  <Step title="Open the wizard">
    From the lead detail page, click the screening action to navigate to `/ce/leads/{leadId}/screening/wizard`.
  </Step>

  <Step title="Complete the questionnaire">
    Answer the screening questionnaire fields for the selected program type (residential, IOP, PHP, outpatient).
  </Step>

  <Step title="Review triage summary">
    The triage step shows the computed triage category, ASAM score, recommended level of care, and any clinical flags.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Complete screening">
    Click **Complete Screening**. The record is saved and the browser returns to the lead detail page.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>