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Documentation Index

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The Intake Assessment screen at /cl/intake-assessments/:assessmentId is a full-page form for viewing and completing a clinical intake assessment for a patient.

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Overview

When assessmentId is absent (create mode via /cl/intake-assessments/new), the page shows a patient-search form (minimum 2 characters, searches pm_patients by first/last name) and a “Create Intake Assessment” button that calls useCreateIntakeAssessment then redirects to the new assessment’s detail URL. When assessmentId is present, the page loads the assessment via useIntakeAssessmentDetail and resolves the linked chart ID for a 42 CFR Part 2 consent check. The form has five sections rendered as tabs on desktop and as an accordion on mobile: Demographics & Chief Complaint, Clinical History, SDOH, Diagnoses, and Review & Sign. A sticky subheader shows the patient name, status badge, and an Intake Complete / Incomplete badge. An urgent banner appears when the assessment is not finalized and the linked appointment starts within 120 minutes. The form auto-saves sections via useUpdateIntakeAssessment; useFinalizeIntakeAssessment handles finalization. When status is finalized, amended, or addended, the form is read-only.

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Who it’s for

Requires permission: clinical.intake.read (view existing assessment) Creating a new assessment requires: clinical.intake.create

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Before you start

  • Must hold clinical.intake.read to view an existing assessment.
  • Must hold clinical.intake.create to start a new assessment.
  • Navigate here from the Intake Assessments list at /cl/intake-assessments or via a direct link.

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Steps

1

Open an intake assessment

Navigate to /cl/intake-assessments and click an assessment row, or follow a direct link to /cl/intake-assessments/:assessmentId. The sticky subheader shows the patient name and current status.
2

Review the urgent banner (if shown)

If the assessment is not finalized and the linked appointment is within 120 minutes, an urgent destructive banner is shown. Click “I understand” to dismiss it for the session.
3

Complete the Demographics & Chief Complaint tab

Enter or review chief complaint and demographic fields. Patient name and DOB are pre-populated from pm_patients.
4

Complete Clinical History

Fill in history of present illness, medical history, mental health history, social history, and (when SUD consent is confirmed or not indicated) substance-use history.
5

Complete SDOH

Record SDOH screening details. The IntakeSdohSection shows an SDOH screening-completed indicator when sdoh_screening_id is set.
6

Complete Diagnoses

Enter preliminary diagnoses via IntakeDiagnosesSection.
7

Review and finalize

Open the Review & Sign tab. Click “Save Draft” to persist without finalizing, or “Finalize” to call useFinalizeIntakeAssessment and move the assessment to a finalized state.

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Key concepts

Statuses in code: draft, finalized, amended, addended. The form is read-only (readOnly = isFinalized) when status is finalized, amended, or addended. INTAKE_STATUS_LABELS maps each status to a human-readable label.
The banner fires when: assessment is not finalized, pm_appointments.start_datetime is in the future, and the appointment starts within 120 minutes. Dismissal is persisted in sessionStorage under a key scoped to the assessmentId.
When the route is /cl/intake-assessments/new, a patient-search form is shown. After selecting a patient and clicking “Create Intake Assessment”, a new assessment record is created and the user is redirected to its detail URL. appointment_id is set to a placeholder UUID in the current implementation.
Load error: destructive card with sanitized message. Assessment not found: “Assessment not found.” message. Loading state: DetailSkeleton with stacked skeletons.

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/IntakeAssessmentDetailPage.tsx