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Documentation Index

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The Intake Compliance screen at /cl/intake-compliance provides a compliance overview of intake assessments, showing overall completion rates for the tracked intake elements and an element-by-element breakdown table.

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Overview

The page loads all intake assessments via useIntakeAssessments and computes three summary cards: Total Intakes, percentage with all elements complete (intake_element_complete === true), and count of incomplete assessments (with a “View” button that navigates to /cl/intake?ahcccs_incomplete=1). An element-level breakdown table displays each of the 8 tracked elements with a completed-count fraction, percentage, and a check/cross icon for 100% vs. under-100% completion. A CSV Export button downloads the element-breakdown data as a .csv file named intake-compliance-<date>.csv. The page header description reads “18-element assessment compliance overview.” Elements tracked in code:
  1. Chief Complaint
  2. History of Present Illness
  3. Medical History
  4. Mental Health History
  5. Substance Use History
  6. Social History
  7. Preliminary Diagnoses
  8. SDOH Screening Completed

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Who it’s for

Requires permission: clinical.intake.compliance_dashboard

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Before you start

  • Must hold clinical.intake.compliance_dashboard.
  • Intake assessments must exist to see compliance data; an empty-state is shown otherwise.

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Steps

1

Open Intake Compliance

Navigate to /cl/intake-compliance. The dashboard loads summary cards and the element breakdown table.
2

Review summary cards

Read the three summary cards: Total Intakes (count of all assessments), All 18 Elements Complete (percentage and fraction), and Incomplete (count with a “View” shortcut to the filtered intake list).
3

Review element breakdown

Scroll down to the Element Breakdown table. Each row shows an element name, the completed/total fraction, the completion percentage, and a check icon (green) or cross icon (muted) for 100% vs. under-100%.
4

Export CSV

Click “Export CSV” to download the element-breakdown data as a CSV file. The button is disabled when no assessments are loaded. A success toast confirms the download.

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Key concepts

The percentage is computed as (assessments where intake_element_complete === true) / total * 100, rounded. The card header reads “All 18 Elements Complete”. SME: confirm the relationship between the 8 code-tracked elements and the 18-element description.
For each element, the code checks: string fields must be non-empty after trim; object fields must have at least one key; preliminary_diagnoses must be a non-empty array; sdoh_screening checks for a non-null sdoh_screening_id.
The exported CSV has columns: Element, Completed, Total, % Complete. It is generated client-side using Blob and an anchor tag, not via a server endpoint.
When stats.incomplete > 0, a “View” button is shown on the Incomplete card. It navigates to /cl/intake?ahcccs_incomplete=1.
Load error: destructive card with a Retry button. No assessments: empty-state component with “No intake assessments to analyze.”

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/IntakeComplianceDashboardPage.tsx