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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.

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Creating an intake assessment

The New Intake Assessment page at /cl/intake-assessments/new operates in two modes. When accessed with no assessmentId URL param, it renders a patient search form (IntakeCreateMode): the clinician searches for a patient by name (minimum 2 characters, searches pm_patients), selects the patient, and clicks “Create Intake Assessment”. On success, the page redirects to the detail view at /cl/intake-assessments/:assessmentId. The detail view (IntakeAssessmentDetailView) shows a sticky subheader with the patient name, status badge, and intake completion badge, followed by a tabbed form on desktop or accordion on mobile. Tabs are: Demographics & Chief Complaint, Clinical History, SDOH, Diagnoses, and Review & Sign. A destructive banner appears when the linked appointment is fewer than 120 minutes away and the assessment is not finalized. The form supports Save Draft and Finalize actions; finalized assessments become read-only. Before you start: you must hold clinical.intake.create to access /cl/intake-assessments/new. The patient must already exist in pm_patients for the current organization. If the patient has a SUD indication, a 42 CFR Part 2 consent check (useConsentCheck) gates access to the substance use history section in the Clinical History tab.
1

Navigate to New Intake Assessment

Go to /cl/intake-assessments/new. The patient search form is displayed.
2

Search for the patient

Type at least 2 characters of the patient’s first or last name in the Search Patient field. A list of up to 10 matching patients appears showing name and date of birth.
3

Select the patient

Click the patient row to select them. A confirmation banner shows the selected patient’s name.
4

Create the assessment

Click “Create Intake Assessment”. The page redirects to the full intake form at /cl/intake-assessments/:assessmentId.
5

Complete the intake sections

On desktop, use the tab bar to navigate between Demographics & Chief Complaint, Clinical History, SDOH, Diagnoses, and Review & Sign. On mobile, sections are presented as an accordion. Fill in required fields in each section.
6

Save a draft

Click “Save Draft” on the Review & Sign tab to persist the current form values without finalizing.
7

Finalize the assessment

Click “Finalize” on the Review & Sign tab. The assessment status changes to finalized and the form becomes read-only.
The status badge uses values from INTAKE_STATUS_LABELS. Statuses finalized, amended, and addended set the form to read-only. Other statuses allow editing.
A dismissible destructive Alert appears when minutesUntilAppt is between 0 and 120 and the assessment is not finalized. The dismissed state is stored in sessionStorage keyed to the assessment ID, so it resets on each browser session.
If the query errors, a destructive card with the sanitized error message is shown. If no assessment is found, a card with “Assessment not found.” is displayed.

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Detail view

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/IntakeAssessmentListPage.tsx
  • src/cores/cl/hooks/useIntakeAssessments.ts
  • src/cores/cl/pages/IntakeAssessmentDetailPage.tsx
  • src/cores/cl/hooks/useIntakeAssessmentDetail.ts