> ## 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

> Conduct intake screening for a lead — complete the screening form and review screening history for the lead record.

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.

## 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`.

## Who it's for

Permission required: `ce.screening.create`

## 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.

## Steps

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

  <Step title="Complete the screening form">
    Fill in the required fields in `ScreeningForm`. The form is scoped to the current lead and organization.
  </Step>

  <Step title="Submit screening">
    Click the submit action. On success, the browser returns to the lead detail page at `/ce/leads/{leadId}`.
  </Step>

  <Step title="Review screening history">
    The `ScreeningHistory` panel below the form shows all previous screening records for this lead.
  </Step>
</Steps>

## 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.

## 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/pages/ScreeningPage.tsx
  * src/cores/ce/components/screening/ScreeningForm.tsx
  * src/cores/ce/components/screening/ScreeningHistory.tsx
  * src/cores/ce/hooks/useLead.ts
</Accordion>