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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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This screen creates a new clinical intake assessment and is accessible at /cl/intake-assessments/new.

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Overview

The New Intake Assessment page operates in two modes. When accessed at /cl/intake-assessments/new (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.

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Who it’s for

Requires the clinical.intake.create permission to create a new assessment. Viewing existing assessments requires clinical.intake.read.

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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.

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Steps

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.

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Key concepts

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.

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
  • src/cores/cl/hooks/useIntakeAssessmentDetail.ts