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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.

This screen is the intake assessment work queue for the current organization and is available at /cl/intake-assessments.

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Overview

The Intake Assessments page renders a table of records from cl_intake_assessments, joined to pm_patients for patient name display. Records are sorted by created_at descending and filtered to the current organization. A collapsible filter row (toggled by the Filters button) allows narrowing by status. The table shows five columns: Patient (last, first name), Type (assessment type), Status (badge), AHCCCS (a checkmark or X icon driven by the intake_element_complete boolean), and Updated date. Clicking any row navigates to the detail page at /cl/intake-assessments/:assessmentId. Users with clinical.intake.create permission see a New Intake button that links to /cl/intake-assessments/new.

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Who it’s for

Requires permission: clinical.intake.read Creating new intake assessments additionally requires: clinical.intake.create

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Before you start

You must hold clinical.intake.read to access this page. Assessments are scoped to your current organization.

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Steps

1

Open Intake Assessments

Navigate to /cl/intake-assessments. The work queue loads all non-deleted assessments for your organization, newest first.
2

Filter by status (optional)

Click Filters to expand the filter row. Use the status dropdown to select a specific status or “All statuses.” Click Clear filters to reset.
3

Review the table

Columns: Patient, Type, Status, AHCCCS (intake elements complete flag), Updated. The AHCCCS column shows a checkmark icon when intake_element_complete is true.
4

Open an assessment

Click any table row to navigate to the assessment detail at /cl/intake-assessments/:assessmentId.
5

Create a new intake (if permitted)

Click New Intake (requires clinical.intake.create) to navigate to /cl/intake-assessments/new.

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Key concepts

draft → secondary, pending_cosign → outline, finalized → default, amended → outline, addended → outline. Labels come from the INTAKE_STATUS_LABELS constant.
When no assessments exist, the empty state reads: “No intake assessments yet — Assessments appear when appointments are scheduled and screening is complete.” If data fails to load, an inline error card shows a sanitized message with a Retry button.

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/IntakeAssessmentListPage.tsx
  • src/cores/cl/hooks/useIntakeAssessments.ts