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Documentation Index

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The Expiring Assessments screen (/cl/assessments/expiring) shows clinical assessments from the cl_assessments table whose expires_at date falls within a selected future window.

Overview

The page renders three tabs — 30 Days, 60 Days, and 90 Days — each backed by useAssessmentList({ expiresInDays: n }). Within each tab, a card contains an ExpiringTable showing chart number (from the joined cl_patient_charts record), assessment type (capitalized, underscores replaced with spaces), current status badge (outline variant), and the formatted expiration date. Records are ordered by expires_at ascending so the most-urgent appear first. The hook filters server-side by date range: expires_at >= now AND expires_at <= now + n days, and excludes soft-deleted records (deleted_at IS NULL).

Who it’s for

Requires permission cl.assessment.manage.

Before you start

  • You must hold cl.assessment.manage.
  • An organization must be selected; the hook returns an empty array without organization_id.

Steps

1

Open Expiring Assessments

Navigate to /cl/assessments/expiring. The 30 Days tab is active by default.
2

Select a time window

Click 30 Days, 60 Days, or 90 Days to switch the expiration window. Each tab queries independently.
3

Review the expiring assessments table

Each row shows the chart number, assessment type, status, and expiration date. Records are sorted with the soonest expiration first.
4

Act on expiring assessments

Navigate to the patient chart to initiate a reassessment or renewal. This dashboard is read-only; no actions are available directly on this screen.

Key concepts

When no assessments are expiring within the selected window, the table shows a Clock icon and the message “No assessments expiring within days.”
If the query fails, a sanitized error message is displayed in destructive text color. No retry button is provided on this page.
The assessment_type field value is displayed with underscores replaced by spaces and first letter capitalized (via CSS capitalize).

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
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/cl.tsx
  • src/cores/cl/pages/AssessmentExpirationDashboardPage.tsx
  • src/cores/cl/hooks/useAssessmentList.ts